Uniting Wealth Partners, LLC New Holdings in Q4 2024

Uniting Wealth Partners, LLC

  • $207 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
1.02M
New
$79.1 - $95.7 $80.5M - $97.4M
1.02M $92B
RYU
Invesco S&P 500 Equal Weight U

ETFs
134K
New
N/A
134K $8.84B
NVDA
Nvidia Corp

Technology
51.7K
New
$117.0 - $148.88 $6.05M - $7.69M
51.7K $6.94B
PPA
Invesco Exchange Traded Fd Tr

ETFs
55.4K
New
$113.79 - $124.5 $6.3M - $6.89M
55.4K $6.35B
MSFT
Microsoft Corp

Technology
14.5K
New
$406.35 - $454.46 $5.9M - $6.59M
14.5K $6.12B
XSMO
Invesco S&P Smallcap Momentum

ETFs
91.4K
New
$65.08 - $73.72 $5.95M - $6.74M
91.4K $6.04B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
70K
New
$81.6 - $90.89 $5.71M - $6.37M
70K $6.01B
XMVM
Invesco ETF Fd Tr Invesco S&P

ETFs
104K
New
$54.63 - $62.03 $5.66M - $6.42M
104K $5.74B
XOM
Exxon Mobil Corp

Energy
44.8K
New
$105.51 - $125.37 $4.72M - $5.61M
44.8K $4.81B
ACN
Accenture PLC

Technology
11.6K
New
$343.9 - $376.86 $4.01M - $4.39M
11.6K $4.1B
VRIG
Invesco Actively Managed ETF F

ETFs
116K
New
$25.06 - $25.2 $2.92M - $2.94M
116K $2.93B
NOW
Service Now, Inc.

Technology
2K
New
$867.18 - $1148.42 $1.73M - $2.3M
2K $2.12B
KO
Coca Cola CO

Consumer Defensive
33.1K
New
$61.74 - $71.71 $2.04M - $2.37M
33.1K $2.06B
PLTR
Palantir Technologies Inc.

Technology
25.5K
New
$36.46 - $82.38 $930K - $2.1M
25.5K $1.93B
AMZN
Amazon Com Inc

Consumer Cyclical
8.47K
New
$180.88 - $232.93 $1.53M - $1.97M
8.47K $1.86B
EPI
Wisdomtree Tr India Earnings F

ETFs
38.3K
New
$45.09 - $50.08 $1.73M - $1.92M
38.3K $1.73B
IDEV
Ishares Core Msci Intl Develop

ETFs
22K
New
$64.18 - $70.42 $1.41M - $1.55M
22K $1.42B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
17.5K
New
$79.93 - $88.06 $1.4M - $1.54M
17.5K $1.4B
AIA
Ishares S&P Asia 50 ETF

ETFs
20.5K
New
$67.83 - $77.4 $1.39M - $1.59M
20.5K $1.39B
IHDG
Wisdomtree Tr

ETFs
30.6K
New
$43.38 - $46.0 $1.33M - $1.41M
30.6K $1.33B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
51.1K
New
$23.17 - $26.26 $1.18M - $1.34M
51.1K $1.23B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.5K
New
$442.29 - $483.08 $1.1M - $1.21M
2.5K $1.13B
MA
Mastercard Inc

Financial Services
2.13K
New
$491.3 - $536.15 $1.05M - $1.14M
2.13K $1.12B
BX
Blackstone Inc.

Financial Services
6.09K
New
$148.45 - $199.05 $904K - $1.21M
6.09K $1.05B
IBM
International Business Machines Corp

Technology
4.73K
New
$204.9 - $238.04 $969K - $1.13M
4.73K $1.04B
HES
Hess Corp

Energy
7.75K
New
$127.66 - $148.65 $989K - $1.15M
7.75K $1.03B
RJF
Raymond James Financial Inc

Financial Services
6.61K
New
$123.0 - $170.1 $813K - $1.12M
6.61K $1.03B
CLH
Clean Harbors Inc

Industrials
4.25K
New
$228.61 - $263.39 $972K - $1.12M
4.25K $978M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
27.5K
New
$33.77 - $44.09 $930K - $1.21M
27.5K $933M
BOTZ
Global X Fds

ETFs
27.4K
New
$31.11 - $34.18 $852K - $936K
27.4K $875M
ILMN
Illumina, Inc.

Healthcare
6K
New
$128.99 - $155.15 $774K - $931K
6K $802M
CVX
Chevron Corp

Energy
5.46K
New
$141.15 - $162.53 $771K - $887K
5.46K $791M
NEE
Nextera Energy Inc

Utilities
10.8K
New
$69.77 - $85.43 $756K - $926K
10.8K $777M
GOOG
Alphabet Inc.

Communication Services
3.93K
New
$163.08 - $198.16 $640K - $778K
3.93K $747M
JPM
Jpmorgan Chase & CO

Financial Services
3.06K
New
$205.18 - $250.29 $627K - $765K
3.06K $733M
PFE
Pfizer Inc

Healthcare
27.3K
New
$24.8 - $30.19 $678K - $825K
27.3K $725M
PM
Philip Morris International Inc.

Consumer Defensive
6K
New
$118.38 - $133.06 $711K - $799K
6K $722M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
11.2K
New
$58.39 - $67.04 $652K - $748K
11.2K $708M
MDB
Mongo Db, Inc.

Technology
3K
New
$232.81 - $350.13 $698K - $1.05M
3K $698M
XT
Ishares Tr Exponential Technol

ETFs
11K
New
$58.7 - $62.72 $643K - $687K
11K $653M
CRM
Salesforce, Inc.

Technology
1.89K
New
$270.87 - $367.87 $511K - $694K
1.89K $631M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
14.2K
New
$40.26 - $42.88 $572K - $610K
14.2K $576M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.65K
New
$275.15 - $388.2 $454K - $641K
1.65K $565M
PANW
Palo Alto Networks Inc

Technology
3.01K
New
$181.96 - $405.9 $548K - $1.22M
3.01K $548M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
New
$213.65 - $479.86 $270K - $606K
1.26K $510M
CSQ
Calamos Strategic Total Return Fund

Financial Services
28.6K
New
$17.14 - $18.44 $490K - $527K
28.6K $507M
OXY
Occidental Petroleum Corp

Energy
10.2K
New
$45.36 - $55.91 $460K - $567K
10.2K $502M
Amplify ETF Tr
8.4K
New
N/A
8.4K $487M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.81K
New
$99.2 - $108.47 $477K - $521K
4.81K $479M
Activity Summary
Buys All Purchases 110 New Holdings 110 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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