Uniting Wealth Partners, LLC Portfolio Holdings

Uniting Wealth Partners, LLC

  • $424 Billion
  • Q3 2025

Uniting Wealth Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $424 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $86.3B, ETF Ser Solutions Aptus Collar with a value of $31.4B, First Trust Rising Dividend Ac with a value of $14.7B, ETF Ser Solutions Aptus Define with a value of $13.8B, and Nvidia Corp with a value of $12.6B.

Examining the 13F form we can see an increase of $165B in the current position value, from $259B to 424B.

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 $424 Billion
ETFs: $192 Billion
Consumer Defensive: $91.6 Billion
Technology: $44.8 Billion
Financial Services: $18.8 Billion
Energy: $11.3 Billion
Industrials: $9.99 Billion
Consumer Cyclical: $7.56 Billion
Communication Services: $6.14 Billion
Other: $6.85 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$86.3 Billion 20.36% of portfolio
836,928
Q3 2025 Reduced 14.36%
$465B
$12.6 Billion 2.98% of portfolio
67,611
Q3 2025 Added 23.82%
$3.78T
$7.54 Billion 1.78% of portfolio
14,565
Q3 2025 Added 24.15%
$4.3T
$5.92 Billion 1.4% of portfolio
23,263
Q3 2025 Added 82.5%
$490B
$5.4 Billion 1.27% of portfolio
47,911
Q3 2025 Added 6.68%
-
$3.37 Billion 0.8% of portfolio
-
Q3 2025 Added 27.92%
$18.9B
$3.33 Billion 0.78% of portfolio
25,000
Q3 2025 New
$2.39T
$3.24 Billion 0.76% of portfolio
14,749
Q3 2025 Added 64.06%
$342B
$2.96 Billion 0.7% of portfolio
16,245
Q3 2025 Reduced 9.6%
$2.23B
$2.53 Billion 0.6% of portfolio
110,133
Q3 2025 Added 15.2%
$98.1B
$2.45 Billion 0.58% of portfolio
14,356
Q2 2025 Added 1.41%
$306B
$2.34 Billion 0.55% of portfolio
35,022
Q3 2025 Added 7.38%
$169B
$1.94 Billion 0.46% of portfolio
2,105
Q3 2025 Added 5.25%
$139B
$1.79 Billion 0.42% of portfolio
5,413
Q3 2025 Added 256.12%
$303B
$1.71 Billion 0.4% of portfolio
11,024
Q3 2025 Added 87.99%
$1.37T
$1.7 Billion 0.4% of portfolio
2,310
Q3 2025 Added 326.99%
$266B
$1.65 Billion 0.39% of portfolio
5,853
Q3 2025 Added 23.85%
$881B
$1.62 Billion 0.38% of portfolio
5,144
Q3 2025 Added 56.35%
$512B
$1.59 Billion 0.38% of portfolio
2,804
Q3 2025 Added 31.52%
$1.65T
$1.54 Billion 0.36% of portfolio
6,330
Q3 2025 New
$152B
$1.35 Billion 0.32% of portfolio
5,491
Q3 2025 Added 6.64%
$237B
$1.13 Billion 0.27% of portfolio
6,975
Q3 2025 Added 16.17%
$34.1B
$1.14 Billion 0.27% of portfolio
6,606
Q4 2024 New
$1.46T
$1.09 Billion 0.26% of portfolio
3,878
Q3 2025 Added 330.89%
$103B
$1.08 Billion 0.25% of portfolio
8,300
Q1 2025 New
$662B
$1.07 Billion 0.25% of portfolio
2,126
Q3 2025 Reduced 29.56%
$367B
$1.04 Billion 0.24% of portfolio
2,560
Q3 2025 Added 172.34%
$268B
$1.01 Billion 0.24% of portfolio
6,034
Q3 2025 Added 6.01%
$522B
$938 Million 0.22% of portfolio
5,056
Q3 2025 New
$533B
$879 Million 0.21% of portfolio
2,575
Q3 2025 Added 234.42%
$40.4B
$876 Million 0.21% of portfolio
6,913
Q3 2025 New
$115B
$907 Million 0.21% of portfolio
1,850
Q2 2025 Added 5.71%
$168B
$827 Million 0.2% of portfolio
10,959
Q3 2025 Added 5.54%
$1.74T
$834 Million 0.2% of portfolio
3,425
Q3 2025 Reduced 12.74%
$0
$801 Million 0.19% of portfolio
69,930
Q3 2025 Reduced 1.27%
$11.1B
$743 Million 0.18% of portfolio
3,200
Q2 2025 Reduced 3.03%
$0
$756 Million 0.18% of portfolio
76,067
Q3 2025 Reduced 0.06%
$291B
$715 Million 0.17% of portfolio
1,498
Q3 2025 Added 54.59%
$328B
$723 Million 0.17% of portfolio
2,399
Q3 2025 Added 55.17%
$181B
$738 Million 0.17% of portfolio
26,120
Q3 2025 Added 27.43%
$193B
$679 Million 0.16% of portfolio
1,519
Q3 2025 New
$94.5B
$654 Million 0.15% of portfolio
1,917
Q3 2025 Added 28.14%
$104B
$651 Million 0.15% of portfolio
9,694
Q3 2025 Added 18.32%
$61.4B
$636 Million 0.15% of portfolio
3,123
Q3 2025 Added 3.75%
$258B
$656 Million 0.15% of portfolio
3,920
Q3 2025 Added 42.91%
$43.5B
$583 Million 0.14% of portfolio
1,669
Q3 2025 Added 4.31%
$39.8B
$589 Million 0.14% of portfolio
12,413
Q3 2025 Added 0.32%
$237B
$612 Million 0.14% of portfolio
2,576
Q3 2025 Added 33.26%
$593B
$547 Million 0.13% of portfolio
1,945
Q3 2025 Added 42.91%

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $424 Billion
  • Prior Value $259 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 87 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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