Uniting Wealth Partners, LLC Portfolio Holdings

Uniting Wealth Partners, LLC

  • $200 Billion
  • Q1 2025

Uniting Wealth Partners, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $200 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $88.1B, Invesco S&P 500 Equal Weight U with a value of $9.32B, ETF Ser Solutions Aptus Collar with a value of $6.49B, Invesco Exchange Traded Fd Tr with a value of $6.41B, and Nvidia Corp with a value of $5.77B.

Examining the 13F form we can see an decrease of $7.5B in the current position value, from $207B to 200B.

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 $200 Billion
Consumer Defensive: $92.6 Billion
ETFs: $43.8 Billion
Technology: $25.5 Billion
Financial Services: $12.3 Billion
Energy: $10.7 Billion
Consumer Cyclical: $3.64 Billion
Industrials: $2.78 Billion
Communication Services: $2.19 Billion
Other: $2.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$264B
$88.1 Billion 44.15% of portfolio
1,003,471
Q1 2025 Reduced 1.4%
$0
$9.32 Billion 4.67% of portfolio
133,839
Q1 2025 Reduced 0.49%
$0
$6.49 Billion 3.25% of portfolio
167,871
Q1 2025 New
$0
$6.41 Billion 3.21% of portfolio
55,024
Q1 2025 Reduced 0.63%
$271B
$5.77 Billion 2.89% of portfolio
53,225
Q1 2025 Added 2.99%
$0
$5.48 Billion 2.74% of portfolio
69,958
Q1 2025 Reduced 0.11%
$2.95T
$5.33 Billion 2.67% of portfolio
14,200
Q1 2025 Reduced 2.13%
$440B
$5.28 Billion 2.65% of portfolio
44,399
Q1 2025 Reduced 0.8%
$0
$3.13 Billion 1.57% of portfolio
74,286
Q1 2025 New
ETF Ser Solutions
-
$3.1 Billion 1.56% of portfolio
-
Q1 2025 New
$0
$3.08 Billion 1.54% of portfolio
69,342
Q1 2025 New
$188B
$3.01 Billion 1.51% of portfolio
9,649
Q1 2025 Reduced 17.17%
$3.42T
$2.99 Billion 1.5% of portfolio
13,449
Q1 2025 Reduced 1.85%
$0
$2.85 Billion 1.43% of portfolio
113,689
Q1 2025 Reduced 2.39%
$314B
$2.37 Billion 1.19% of portfolio
33,116
Q4 2024 New
$93.4B
$1.98 Billion 0.99% of portfolio
14,156
Q1 2025 Added 132.48%
$193B
$1.59 Billion 0.8% of portfolio
2,000
Q4 2024 New
$0
$1.56 Billion 0.78% of portfolio
33,923
Q1 2025 Added 23.24%
$233B
$1.51 Billion 0.76% of portfolio
17,871
Q1 2025 Reduced 29.98%
$52.7B
$1.4 Billion 0.7% of portfolio
23,723
Q1 2025 New
$694B
$1.34 Billion 0.67% of portfolio
2,518
Q1 2025 Added 0.84%
$0
$1.33 Billion 0.67% of portfolio
13,022
Q1 2025 Added 170.9%
$40B
$1.28 Billion 0.64% of portfolio
8,000
Q1 2025 Added 3.23%
$523B
$1.17 Billion 0.59% of portfolio
2,132
Q4 2024 New
$217B
$1.17 Billion 0.59% of portfolio
4,724
Q1 2025 Reduced 0.11%
$266B
$985 Million 0.49% of portfolio
6,203
Q1 2025 Added 3.35%
$98.3B
$960 Million 0.48% of portfolio
8,300
Q1 2025 New
$29.5B
$918 Million 0.46% of portfolio
6,606
Q4 2024 New
$266B
$913 Million 0.46% of portfolio
5,459
Q1 2025 Reduced 0.02%
$718B
$771 Million 0.39% of portfolio
3,145
Q1 2025 Added 2.88%
$0
$786 Million 0.39% of portfolio
70,195
Q1 2025 Added 415.04%
$131B
$736 Million 0.37% of portfolio
10,384
Q1 2025 Reduced 4.15%
$0
$687 Million 0.34% of portfolio
68,872
Q1 2025 New
$137B
$655 Million 0.33% of portfolio
25,844
Q1 2025 Reduced 5.47%
$11.6B
$650 Million 0.33% of portfolio
3,300
Q1 2025 Reduced 22.35%
$92.1B
$617 Million 0.31% of portfolio
1,750
Q1 2025 Added 6.06%
$979B
$613 Million 0.31% of portfolio
3,925
Q4 2024 New
$0
$615 Million 0.31% of portfolio
10,509
Q1 2025 Added 175.83%
$197B
$590 Million 0.3% of portfolio
20,846
Q1 2025 Reduced 0.81%
$0
$580 Million 0.29% of portfolio
14,223
Q1 2025 Added 0.03%
$36.7B
$569 Million 0.29% of portfolio
11,537
Q1 2025 Added 13.67%
$891B
$562 Million 0.28% of portfolio
2,167
Q1 2025 Added 71.71%
$269B
$519 Million 0.26% of portfolio
1,933
Q1 2025 Added 2.44%
$55.9B
$514 Million 0.26% of portfolio
3,010
Q4 2024 New
$106B
$477 Million 0.24% of portfolio
7,942
Q1 2025 Reduced 2.84%
$113B
$479 Million 0.24% of portfolio
4,559
Q1 2025 Added 0.07%
$102B
$453 Million 0.23% of portfolio
673
Q4 2024 New
$0
$452 Million 0.23% of portfolio
27,910
Q1 2025 Reduced 2.43%
$13.6B
$437 Million 0.22% of portfolio
2,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $200 Billion
  • Prior Value $207 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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