Uniting Wealth Partners, LLC Portfolio Holdings

Uniting Wealth Partners, LLC

  • $259 Billion
  • Q2 2025

Uniting Wealth Partners, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $259 Billion distributed in 116 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $95.6B, ETF Ser Solutions Aptus Collar with a value of $17.2B, First Tr Exchng Traded Fd Vi with a value of $9.94B, Nvidia Corp with a value of $8.63B, and Invesco Exchange Traded Fd Tr with a value of $7.89B.

Examining the 13F form we can see an increase of $59B in the current position value, from $200B to 259B.

Uniting Wealth Partners, LLC is based out at Mission, KS

Below you can find more details about Uniting Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $259 Billion
Consumer Defensive: $99.9 Billion
ETFs: $69.2 Billion
Technology: $31.1 Billion
Financial Services: $13.9 Billion
Energy: $9.68 Billion
Consumer Cyclical: $4.16 Billion
Industrials: $3.21 Billion
Communication Services: $2.47 Billion
Other: $2.68 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$95.6 Billion 36.95% of portfolio
977,290
Q2 2025 Reduced 2.61%
$0
$17.2 Billion 6.66% of portfolio
415,923
Q2 2025 Added 147.76%
First Tr Exchng Traded Fd Vi
-
$9.94 Billion 3.84% of portfolio
-
Q2 2025 New
$456B
$8.63 Billion 3.34% of portfolio
54,604
Q2 2025 Added 2.59%
$0
$7.89 Billion 3.05% of portfolio
55,717
Q2 2025 Added 1.26%
$0
$6.6 Billion 2.55% of portfolio
70,290
Q2 2025 Added 0.47%
$3.95T
$5.84 Billion 2.26% of portfolio
11,732
Q2 2025 Reduced 17.38%
$0
$5.32 Billion 2.06% of portfolio
185,083
Q2 2025 New
$0
$5.03 Billion 1.95% of portfolio
70,744
Q2 2025 Reduced 47.14%
$0
$5.04 Billion 1.95% of portfolio
96,810
Q2 2025 Added 185.38%
First Tr Exchng Traded Fd Vi
-
$4.96 Billion 1.92% of portfolio
-
Q2 2025 New
$442B
$4.84 Billion 1.87% of portfolio
44,912
Q2 2025 Added 1.16%
$0
$4.11 Billion 1.59% of portfolio
85,173
Q2 2025 Added 22.83%
ETF Ser Solutions
-
$4.08 Billion 1.58% of portfolio
-
Q2 2025 Added 23.17%
$0
$3.85 Billion 1.49% of portfolio
56,648
Q2 2025 Added 1,657.07%
$0
$2.97 Billion 1.15% of portfolio
118,758
Q2 2025 Added 4.46%
$3.69T
$2.62 Billion 1.01% of portfolio
12,747
Q2 2025 Reduced 5.22%
$367B
$2.45 Billion 0.95% of portfolio
17,971
Q2 2025 Added 0.56%
$53.5B
$2.45 Billion 0.95% of portfolio
39,246
Q2 2025 Added 65.43%
$306B
$2.31 Billion 0.89% of portfolio
32,616
Q2 2025 Reduced 1.51%
$123B
$2.15 Billion 0.83% of portfolio
14,356
Q2 2025 Added 1.41%
$172B
$2.06 Billion 0.8% of portfolio
2,000
Q4 2024 New
$2.26T
$1.97 Billion 0.76% of portfolio
8,990
Q2 2025 Added 5.54%
$0
$1.92 Billion 0.74% of portfolio
21,000
Q2 2025 Added 250.0%
$0
$1.8 Billion 0.7% of portfolio
17,893
Q2 2025 Added 37.41%
$150B
$1.54 Billion 0.6% of portfolio
5,149
Q2 2025 Reduced 46.64%
$621B
$1.47 Billion 0.57% of portfolio
3,018
Q2 2025 Added 19.86%
$0
$1.46 Billion 0.56% of portfolio
29,392
Q2 2025 New
$210B
$1.39 Billion 0.54% of portfolio
4,726
Q2 2025 Added 0.04%
$548B
$1.2 Billion 0.46% of portfolio
2,132
Q4 2024 New
$0
$1.16 Billion 0.45% of portfolio
14,000
Q2 2025 Added 250.0%
$127B
$1.1 Billion 0.43% of portfolio
8,300
Q1 2025 New
$46.1B
$1.11 Billion 0.43% of portfolio
8,000
Q1 2025 Added 3.23%
$261B
$1.09 Billion 0.42% of portfolio
6,004
Q2 2025 Reduced 3.21%
$36.2B
$1.01 Billion 0.39% of portfolio
6,606
Q4 2024 New
$1.38B
$963 Million 0.37% of portfolio
95,600
Q2 2025 New
$859B
$954 Million 0.37% of portfolio
3,290
Q2 2025 Added 4.61%
$93.6B
$942 Million 0.36% of portfolio
1,850
Q2 2025 Added 5.71%
$1.08T
$942 Million 0.36% of portfolio
2,965
Q2 2025 Added 36.83%
$0
$824 Million 0.32% of portfolio
13,133
Q2 2025 Added 24.97%
$302B
$840 Million 0.32% of portfolio
5,864
Q2 2025 Added 7.42%
$0
$773 Million 0.3% of portfolio
70,828
Q2 2025 Added 0.9%
$13.2B
$740 Million 0.29% of portfolio
3,200
Q2 2025 Reduced 3.03%
$0
$736 Million 0.28% of portfolio
76,114
Q2 2025 Added 10.52%
$141B
$721 Million 0.28% of portfolio
10,384
Q1 2025 Reduced 4.15%
$139B
$702 Million 0.27% of portfolio
5,692
Q2 2025 Added 60.7%
$1.24T
$696 Million 0.27% of portfolio
3,925
Q4 2024 New
$52.5B
$616 Million 0.24% of portfolio
3,010
Q4 2024 New
$203B
$593 Million 0.23% of portfolio
20,498
Q2 2025 Reduced 1.67%

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $259 Billion
  • Prior Value $200 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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