United Wealth Management, LLC Portfolio Holdings by Sector
United Wealth Management, LLC
- $344 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFIC DUHP DFSV VGIT DFAR DISV DIHP 15 stocks |
$288 Million
99.71% of portfolio
|
9
|
5
|
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$311,592
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC 1 stocks |
$305,898
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$206,923
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|