Uniting Wealth Partners, LLC Portfolio Holdings by Sector
Uniting Wealth Partners, LLC
- $424 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ACIO RDVY DRSK BUFR VCIT SDVY XMMO GDX 52 stocks |
$192 Million
49.31% of portfolio
|
46
|
4
|
33
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$86.5 Million
22.22% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM MU AMD QCOM 6 stocks |
$17.2 Million
4.42% of portfolio
|
6
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD PANW ORCL MDB CYBR 7 stocks |
$13.3 Million
3.41% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX KKR NEA EIM ADX NUW MHD CSQ 16 stocks |
$8.22 Million
2.11% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$7.48 Million
1.92% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.92 Million
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM UBER SHOP ADSK DDOG TTD INTU 9 stocks |
$4.67 Million
1.2% of portfolio
|
6
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG TWLO 4 stocks |
$4.47 Million
1.15% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
APLD RJF GS 3 stocks |
$4.05 Million
1.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW 1 stocks |
$3.33 Million
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.24 Million
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$3.01 Million
0.77% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V AXP 3 stocks |
$2.84 Million
0.73% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$2.57 Million
0.66% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ ABBV PFE MRK LLY 5 stocks |
$2.4 Million
0.62% of portfolio
|
4
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE OGE SO DUK 4 stocks |
$2.1 Million
0.54% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.85 Million
0.48% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1.84 Million
0.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
OXY CRK COP EQT KRP USEG 6 stocks |
$1.81 Million
0.46% of portfolio
|
4
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.78 Million
0.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ROK ETN 3 stocks |
$1.58 Million
0.41% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.42 Million
0.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX GD 2 stocks |
$1.31 Million
0.34% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE EPD ET LNG WMB 5 stocks |
$1.28 Million
0.33% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$1.2 Million
0.31% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.07 Million
0.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH RSG 2 stocks |
$1.05 Million
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX 1 stocks |
$876,292
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT ROCK BLDR 3 stocks |
$787,806
0.2% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$753,249
0.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$714,771
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$679,342
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SHAK MCD 2 stocks |
$559,231
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$520,471
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$506,339
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$466,380
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
SFNC PB 2 stocks |
$459,725
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$349,220
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ACAD HUMA OCGN 3 stocks |
$279,940
0.07% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT NSPR 2 stocks |
$279,124
0.07% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SA 1 stocks |
$278,450
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$268,754
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$259,160
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$255,541
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$248,458
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$246,889
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
DDS 1 stocks |
$245,912
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$244,460
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$223,114
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$215,788
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SLI 1 stocks |
$67,400
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|