Uniting Wealth Partners, LLC Incresed Positions in Q3 2025

Uniting Wealth Partners, LLC

  • $424 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
307K
+ 73.75%
$41.26 - $43.63 $12.7M - $13.4M
723K $31.4B
RDVY
First Trust Rising Dividend Ac

ETFs
206K
+ 1567.33%
$62.38 - $67.29 $12.8M - $13.9M
219K $14.7B
DRSK
ETF Ser Solutions Aptus Define

ETFs
294K
+ 158.86%
$28.26 - $29.29 $8.31M - $8.61M
479K $13.8B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
89K
+ 302.92%
$49.09 - $50.58 $4.37M - $4.5M
118K $5.98B
NVDA
Nvidia Corp

Technology
13K
+ 23.82%
$153.3 - $186.58 $1.99M - $2.43M
67.6K $12.6B
AAPL
Apple Inc.

Technology
10.5K
+ 82.5%
$202.38 - $256.87 $2.13M - $2.7M
23.3K $5.92B
MSFT
Microsoft Corp

Technology
2.83K
+ 24.15%
$491.09 - $535.64 $1.39M - $1.52M
14.6K $7.54B
APLD
Applied Blockchain, Inc.

Financial Services
14.5K
+ 15.2%
$9.18 - $24.67 $133K - $359K
110K $2.53B
ETF Ser Solutions
40.6K
+ 24.56%
N/A
206K $5.48B
AVGO
Broadcom Inc.

Technology
3.89K
+ 256.12%
$264.74 - $369.57 $1.03M - $1.44M
5.41K $1.79B
META
Meta Platforms, Inc.

Communication Services
1.77K
+ 326.99%
$695.21 - $791.73 $1.23M - $1.4M
2.31K $1.7B
AMZN
Amazon Com Inc

Consumer Cyclical
5.76K
+ 64.06%
$211.65 - $238.24 $1.22M - $1.37M
14.7K $3.24B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.24K
+ 46.07%
$101.12 - $106.18 $834K - $875K
26.1K $2.69B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.98K
+ 330.89%
$224.68 - $282.71 $669K - $842K
3.88K $1.09B
CVX
Chevron Corp

Energy
5.16K
+ 87.99%
$145.57 - $161.83 $751K - $835K
11K $1.71B
JUCY
ETF Ser Solutions Aptus Enhanc
33K
+ 27.92%
N/A
151K $3.37B
TSLA
Tesla, Inc.

Consumer Cyclical
770
+ 25.97%
$293.94 - $444.72 $226K - $342K
3.74K $1.66B
HD
Home Depot, Inc.

Consumer Cyclical
1.62K
+ 172.34%
$357.4 - $423.42 $579K - $686K
2.56K $1.04B
JPM
Jpmorgan Chase & CO

Financial Services
1.85K
+ 56.35%
$282.78 - $316.06 $524K - $586K
5.14K $1.62B
V
Visa Inc.

Financial Services
1.81K
+ 234.42%
$332.09 - $358.86 $599K - $648K
2.58K $879M
IAU
Ishares Gold Trust

ETFs
2.66K
+ 6.77%
$61.62 - $72.77 $164K - $193K
41.9K $3.05B
XOM
Exxon Mobil Corp

Energy
3K
+ 6.68%
$105.83 - $117.22 $317K - $352K
47.9K $5.4B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.23K
+ 239.74%
$62.09 - $66.51 $511K - $547K
11.7K $761M
RYU
Invesco S&P 500 Equal Weight U

ETFs
847
+ 1.2%
N/A
71.6K $5.49B
MA
Mastercard Inc

Financial Services
672
+ 31.52%
$550.18 - $598.96 $370K - $403K
2.8K $1.59B
First Tr Exchng Traded Fd Vi
3.73K
+ 2.93%
N/A
131K $5.32B
VIG
Vanguard Dividend Appreciation

ETFs
1.51K
+ 149.7%
N/A
2.52K $545M
CAT
Caterpillar Inc

Industrials
529
+ 54.59%
$390.92 - $477.15 $207K - $252K
1.5K $715M
GE
General Electric CO

Industrials
853
+ 55.17%
$244.75 - $305.63 $209K - $261K
2.4K $723M
MU
Micron Technology Inc

Technology
342
+ 6.01%
$104.88 - $168.89 $35.9K - $57.8K
6.03K $1.01B
PG
Procter & Gamble CO

Consumer Defensive
1.92K
+ 139.64%
$150.47 - $161.22 $289K - $310K
3.3K $506M
IBM
International Business Machines Corp

Technology
1.13K
+ 23.85%
$234.77 - $292.47 $265K - $330K
5.85K $1.65B
RTX
Raytheon Technologies Corp

Industrials
1.18K
+ 42.91%
$144.19 - $167.33 $170K - $197K
3.92K $656M
ORCL
Oracle Corp

Technology
584
+ 42.91%
$218.96 - $328.33 $128K - $192K
1.95K $547M
AMD
Advanced Micro Devices Inc

Technology
1.2K
+ 60.35%
$134.8 - $184.42 $161K - $220K
3.18K $514M
GD
General Dynamics Corp

Industrials
421
+ 28.14%
$293.92 - $341.0 $124K - $144K
1.92K $654M
VZ
Verizon Communications Inc

Communication Services
3.88K
+ 58.3%
$40.84 - $45.06 $158K - $175K
10.5K $462M
MO
Altria Group, Inc.

Consumer Defensive
1.5K
+ 18.32%
$57.75 - $67.68 $86.7K - $102K
9.69K $651M
MDB
Mongo Db, Inc.

Technology
150
+ 15.0%
$201.0 - $334.87 $30.2K - $50.2K
1.15K $357M
T
At&T Inc.

Communication Services
5.62K
+ 27.43%
$26.94 - $29.62 $151K - $167K
26.1K $738M
SPY
Spdr S&P 500 ETF Trust

ETFs
158
+ 29.26%
$617.65 - $666.84 $97.6K - $105K
698 $466M
DUK
Duke Energy Corp

Utilities
882
+ 44.39%
$116.31 - $125.93 $103K - $111K
2.87K $355M
SA
Seabridge Gold Inc

Basic Materials
330
+ 2.95%
$14.71 - $24.15 $4.85K - $7.97K
11.5K $278M
NEE
Nextera Energy Inc

Utilities
575
+ 5.54%
$69.77 - $77.54 $40.1K - $44.6K
11K $827M
CRM
Salesforce, Inc.

Technology
643
+ 33.26%
$231.66 - $273.65 $149K - $176K
2.58K $612M
OXY
Occidental Petroleum Corp

Energy
40
+ 0.32%
$42.54 - $48.1 $1.7K - $1.92K
12.4K $589M
LOW
Lowes Companies Inc

Consumer Cyclical
91
+ 6.32%
$215.01 - $273.02 $19.6K - $24.8K
1.53K $385M
MPC
Marathon Petroleum Corp

Energy
34
+ 1.57%
$158.59 - $198.69 $5.39K - $6.76K
2.2K $423M
SO
Southern CO

Utilities
546
+ 15.24%
$90.83 - $96.0 $49.6K - $52.4K
4.13K $391M
Activity Summary
Buys All Purchases 155 New Holdings 87 Increased Positions 68 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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