United Wealth Management, LLC Portfolio Holdings by Sector
United Wealth Management, LLC
- $319 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFIC DUHP DFSV VGIT DFAR DFCF DISV 14 stocks |
$265 Million
99.79% of portfolio
|
13
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$274,094
0.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$270,193
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|