Uniting Wealth Partners, LLC Sells in Q1 2025

Uniting Wealth Partners, LLC

  • $200 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XSMO
Invesco S&P Smallcap Momentum

ETFs
-88.2K
- 96.47%
$59.97 - $70.03 $5.29M - $6.17M
3.22K $202M
WMT
Walmart Inc.

Consumer Defensive
-14.3K
- 1.4%
$84.5 - $105.05 $1.21M - $1.5M
1M $88.1B
ACN
Accenture PLC

Technology
-2K
- 17.17%
$300.91 - $398.25 $602K - $797K
9.65K $3.01B
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-39.5K
- 77.42%
$23.43 - $25.55 $927K - $1.01M
11.5K $295M
MSFT
Microsoft Corp

Technology
-309
- 2.13%
$375.39 - $447.2 $116K - $138K
14.2K $5.33B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-74
- 0.11%
$77.67 - $90.15 $5.75K - $6.67K
70K $5.48B
AAPL
Apple Inc.

Technology
-253
- 1.85%
$209.68 - $247.1 $53K - $62.5K
13.4K $2.99B
PLTR
Palantir Technologies Inc.

Technology
-7.65K
- 29.98%
$64.98 - $124.62 $497K - $953K
17.9K $1.51B
MDB
Mongo Db, Inc.

Technology
-1K
- 33.33%
$175.4 - $298.52 $175K - $299K
2K $351M
CLH
Clean Harbors Inc

Industrials
-950
- 22.35%
$188.14 - $246.1 $179K - $234K
3.3K $650M
PFE
Pfizer Inc

Healthcare
-1.5K
- 5.47%
$25.01 - $27.13 $37.4K - $40.6K
25.8K $655M
CSQ
Calamos Strategic Total Return Fund

Financial Services
-696
- 2.43%
$15.97 - $18.5 $11.1K - $12.9K
27.9K $452M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-4.12K
- 29.04%
$12.03 - $12.69 $49.5K - $52.3K
10.1K $123M
META
Meta Platforms, Inc.

Communication Services
-72
- 11.75%
$576.36 - $736.67 $41.5K - $53K
541 $312M
NEE
Nextera Energy Inc

Utilities
-450
- 4.15%
$66.96 - $76.16 $30.1K - $34.3K
10.4K $736M
IIM
Invesco Value Municipal Income Trust

Financial Services
-3.12K
- 22.59%
$11.84 - $12.49 $36.9K - $38.9K
10.7K $128M
LOW
Lowes Companies Inc

Consumer Cyclical
-50
- 3.36%
$222.66 - $268.42 $11.1K - $13.4K
1.44K $336M
HD
Home Depot, Inc.

Consumer Cyclical
-6
- 0.63%
$347.25 - $424.87 $2.08K - $2.55K
940 $345M
V
Visa Inc.

Financial Services
-63
- 8.67%
$306.92 - $362.71 $19.3K - $22.9K
664 $233M
VZ
Verizon Communications Inc

Communication Services
-33
- 0.52%
$37.81 - $46.49 $1.25K - $1.53K
6.35K $288M
MO
Altria Group, Inc.

Consumer Defensive
-232
- 2.84%
$50.81 - $60.02 $11.8K - $13.9K
7.94K $477M
PPA
Invesco Exchange Traded Fd Tr

ETFs
-349
- 0.63%
$113.59 - $123.29 $39.6K - $43K
55K $6.41B
T
At&T Inc.

Communication Services
-170
- 0.81%
$21.56 - $28.28 $3.67K - $4.81K
20.8K $590M
CVX
Chevron Corp

Energy
-1
- 0.02%
$146.71 - $167.97 $147 - $168
5.46K $913M
IBM
International Business Machines Corp

Technology
-5
- 0.11%
$217.4 - $264.74 $1.09K - $1.32K
4.72K $1.17B
XOM
Exxon Mobil Corp

Energy
-359
- 0.8%
$105.44 - $118.93 $37.9K - $42.7K
44.4K $5.28B
RYU
Invesco S&P 500 Equal Weight U

ETFs
-656
- 0.49%
N/A
134K $9.32B
Activity Summary
Buys All Purchases 44 New Holdings 18 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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