Uniting Wealth Partners, LLC Portfolio Holdings
Uniting Wealth Partners, LLC
- $207 Billion
- Q4 2024
Uniting Wealth Partners, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $207 Billion distributed in 110 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $92B, Invesco S&P 500 Equal Weight U with a value of $8.84B, Nvidia Corp with a value of $6.94B, Invesco Exchange Traded Fd Tr with a value of $6.35B, and Microsoft Corp with a value of $6.12B.
Examining the 13F form we can see an increase of $207B in the current position value.
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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 110
- Current Value $207 Billion
- Filing
- Period Q4 2024
- Filing Date February 12, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 110 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks