Uniting Wealth Partners, LLC Purchases in Q3 2025

Uniting Wealth Partners, LLC

  • $424 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
307K
+ 73.75%
$41.26 - $43.63 $12.7M - $13.4M
723K $31.4B
RDVY
First Trust Rising Dividend Ac

ETFs
206K
+ 1567.33%
$62.38 - $67.29 $12.8M - $13.9M
219K $14.7B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
363K
New
$31.79 - $33.42 $11.5M - $12.1M
363K $12.1B
DRSK
ETF Ser Solutions Aptus Define

ETFs
294K
+ 158.86%
$28.26 - $29.29 $8.31M - $8.61M
479K $13.8B
VCIT
Vanguard Intermediate Term Cor

ETFs
95.6K
New
$81.75 - $84.54 $7.81M - $8.08M
95.6K $8.04B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
200K
New
$35.42 - $38.65 $7.09M - $7.74M
200K $7.61B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
52.1K
New
$128.6 - $136.01 $6.7M - $7.09M
52.1K $7.05B
First Tr Exchng Traded Fd Vi
275K
New
N/A
275K $6.8B
FSIG
First Tr ETF Iv LTD Duration I
333K
New
$19.03 - $19.33 $6.34M - $6.44M
333K $6.4B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
214K
New
$26.38 - $27.95 $5.64M - $5.98M
214K $5.84B
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
167K
New
$30.43 - $31.63 $5.07M - $5.27M
167K $5.26B
FPE
First Tr Pfd Secs & Income ETF

ETFs
272K
New
$17.81 - $18.39 $4.85M - $5.01M
272K $4.97B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
89K
+ 302.92%
$49.09 - $50.58 $4.37M - $4.5M
118K $5.98B
SCHG
Schwab Strategic Tr Us Large C

ETFs
138K
New
$28.92 - $32.19 $4M - $4.45M
138K $4.41B
HMOP
Hartford Fds Exchange Traded T

ETFs
109K
New
$37.94 - $39.14 $4.13M - $4.26M
109K $4.26B
NVDA
Nvidia Corp

Technology
13K
+ 23.82%
$153.3 - $186.58 $1.99M - $2.43M
67.6K $12.6B
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
25K
New
$96.73 - $137.09 $2.42M - $3.43M
25K $3.33B
AAPL
Apple Inc.

Technology
10.5K
+ 82.5%
$202.38 - $256.87 $2.13M - $2.7M
23.3K $5.92B
FMB
First Tr Exchange Traded Fd Ii

ETFs
53.9K
New
$49.32 - $50.93 $2.66M - $2.75M
53.9K $2.73B
JHPI
John Hancock ETF Preferred Inc

ETFs
115K
New
$22.54 - $23.42 $2.6M - $2.7M
115K $2.67B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.18K
New
$567.77 - $614.76 $2.38M - $2.57M
4.18K $2.57B
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
42.7K
New
$44.4 - $46.72 $1.9M - $1.99M
42.7K $1.99B
First Tr Exchng Traded Fd Vi
60K
New
N/A
60K $1.98B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.5K
New
$108.46 - $120.63 $1.79M - $1.99M
16.5K $1.96B
MSFT
Microsoft Corp

Technology
2.83K
+ 24.15%
$491.09 - $535.64 $1.39M - $1.52M
14.6K $7.54B
APLD
Applied Blockchain, Inc.

Financial Services
14.5K
+ 15.2%
$9.18 - $24.67 $133K - $359K
110K $2.53B
GOOGL
Alphabet Inc.

Communication Services
6.33K
New
$174.36 - $254.72 $1.1M - $1.61M
6.33K $1.54B
ETF Ser Solutions
40.6K
+ 24.56%
N/A
206K $5.48B
AVGO
Broadcom Inc.

Technology
3.89K
+ 256.12%
$264.74 - $369.57 $1.03M - $1.44M
5.41K $1.79B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
21.5K
+ 25.21%
$48.07 - $51.26 $1.03M - $1.1M
107K $5.45B
META
Meta Platforms, Inc.

Communication Services
1.77K
+ 326.99%
$695.21 - $791.73 $1.23M - $1.4M
2.31K $1.7B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.52K
New
$339.37 - $366.46 $1.2M - $1.29M
3.52K $1.29B
AMZN
Amazon Com Inc

Consumer Cyclical
5.76K
+ 64.06%
$211.65 - $238.24 $1.22M - $1.37M
14.7K $3.24B
ACWI
Ishares Msci Acwi ETF

ETFs
8.93K
New
$128.32 - $138.41 $1.15M - $1.24M
8.93K $1.23B
FLMI
Franklin Dynamic Municipal Bon

ETFs
42.3K
New
$23.96 - $24.81 $1.01M - $1.05M
42.3K $1.05B
DMAR
First Tr Ex Tr Viii Cboe Vest
23.1K
New
$39.59 - $40.77 $916K - $944K
23.1K $944M
JNJ
Johnson & Johnson

Healthcare
5.06K
New
$155.17 - $185.42 $785K - $937K
5.06K $938M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.24K
+ 46.07%
$101.12 - $106.18 $834K - $875K
26.1K $2.69B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.98K
+ 330.89%
$224.68 - $282.71 $669K - $842K
3.88K $1.09B
PAYX
Paychex Inc

Industrials
6.91K
New
$126.69 - $147.99 $876K - $1.02M
6.91K $876M
CVX
Chevron Corp

Energy
5.16K
+ 87.99%
$145.57 - $161.83 $751K - $835K
11K $1.71B
FUMB
First Tr ETF Iii Enhanced Shor

ETFs
41.4K
New
$20.07 - $20.17 $832K - $836K
41.4K $833M
JUCY
ETF Ser Solutions Aptus Enhanc
33K
+ 27.92%
N/A
151K $3.37B
TSLA
Tesla, Inc.

Consumer Cyclical
770
+ 25.97%
$293.94 - $444.72 $226K - $342K
3.74K $1.66B
HD
Home Depot, Inc.

Consumer Cyclical
1.62K
+ 172.34%
$357.4 - $423.42 $579K - $686K
2.56K $1.04B
ISRG
Intuitive Surgical Inc

Healthcare
1.52K
New
$433.66 - $544.47 $659K - $827K
1.52K $679M
JPM
Jpmorgan Chase & CO

Financial Services
1.85K
+ 56.35%
$282.78 - $316.06 $524K - $586K
5.14K $1.62B
V
Visa Inc.

Financial Services
1.81K
+ 234.42%
$332.09 - $358.86 $599K - $648K
2.58K $879M
IAU
Ishares Gold Trust

ETFs
2.66K
+ 6.77%
$61.62 - $72.77 $164K - $193K
41.9K $3.05B
Activity Summary
Buys All Purchases 155 New Holdings 87 Increased Positions 68 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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