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
PEP
Pepsico Inc

Consumer Defensive
1.67K
New
$133.81 - $152.16 $223K - $253K
1.67K $234M
AMD
Advanced Micro Devices Inc

Technology
1.2K
+ 60.35%
$134.8 - $184.42 $161K - $220K
3.18K $514M
BAC
Bank Of America Corp

Financial Services
4.49K
New
$44.92 - $52.42 $202K - $235K
4.49K $232M
COST
Costco Wholesale Corp

Consumer Defensive
250
New
$915.95 - $994.57 $229K - $249K
250 $231M
SFNC
Simmons First National Corp

Financial Services
11.9K
New
$18.71 - $21.16 $223K - $253K
11.9K $231M
MDT
Medtronic PLC

Healthcare
2.38K
New
$87.67 - $95.74 $209K - $228K
2.38K $228M
LNG
Cheniere Energy, Inc.

Energy
960
New
$222.68 - $244.28 $214K - $235K
960 $226M
WMB
Williams Companies, Inc.

Energy
3.53K
New
$56.52 - $64.01 $200K - $226K
3.53K $224M
VTI
Vanguard Total Stock Market Et

ETFs
678
New
$303.93 - $329.86 $206K - $224K
678 $223M
FJAN
First Exc Trd Viii Cboe Vest U
4.4K
New
N/A
4.4K $221M
GD
General Dynamics Corp

Industrials
421
+ 28.14%
$293.92 - $341.0 $124K - $144K
1.92K $654M
INTU
Intuit Inc

Technology
308
New
$646.03 - $807.39 $199K - $249K
308 $210M
QCOM
Qualcomm Inc

Technology
1.26K
New
$145.84 - $173.55 $183K - $218K
1.26K $209M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
1.77K
New
$108.47 - $114.7 $192K - $203K
1.77K $203M
CDNS
Cadence Design Systems Inc

Technology
575
New
$309.46 - $373.37 $178K - $215K
575 $202M
Tidal Trust Ii
14K
New
N/A
14K $195M
VZ
Verizon Communications Inc

Communication Services
3.88K
+ 58.3%
$40.84 - $45.06 $158K - $175K
10.5K $462M
MO
Altria Group, Inc.

Consumer Defensive
1.5K
+ 18.32%
$57.75 - $67.68 $86.7K - $102K
9.69K $651M
KRP
Kimbell Royalty Partners, LP

Energy
11.9K
New
$13.08 - $15.06 $155K - $179K
11.9K $160M
MDB
Mongo Db, Inc.

Technology
150
+ 15.0%
$201.0 - $334.87 $30.2K - $50.2K
1.15K $357M
T
At&T Inc.

Communication Services
5.62K
+ 27.43%
$26.94 - $29.62 $151K - $167K
26.1K $738M
SPY
Spdr S&P 500 ETF Trust

ETFs
158
+ 29.26%
$617.65 - $666.84 $97.6K - $105K
698 $466M
DUK
Duke Energy Corp

Utilities
882
+ 44.39%
$116.31 - $125.93 $103K - $111K
2.87K $355M
SA
Seabridge Gold Inc

Basic Materials
330
+ 2.95%
$14.71 - $24.15 $4.85K - $7.97K
11.5K $278M
Tidal Trust Ii
11.1K
New
N/A
11.1K $111M
NEE
Nextera Energy Inc

Utilities
575
+ 5.54%
$69.77 - $77.54 $40.1K - $44.6K
11K $827M
CRM
Salesforce, Inc.

Technology
643
+ 33.26%
$231.66 - $273.65 $149K - $176K
2.58K $612M
OXY
Occidental Petroleum Corp

Energy
40
+ 0.32%
$42.54 - $48.1 $1.7K - $1.92K
12.4K $589M
LOW
Lowes Companies Inc

Consumer Cyclical
91
+ 6.32%
$215.01 - $273.02 $19.6K - $24.8K
1.53K $385M
MPC
Marathon Petroleum Corp

Energy
34
+ 1.57%
$158.59 - $198.69 $5.39K - $6.76K
2.2K $423M
SO
Southern CO

Utilities
546
+ 15.24%
$90.83 - $96.0 $49.6K - $52.4K
4.13K $391M
URA
Global X Uranium ETF

ETFs
151
+ 2.52%
$36.45 - $50.4 $5.5K - $7.61K
6.15K $293M
USEG
Us Energy Corp

Energy
45K
New
$1.1 - $1.4 $49.5K - $63K
45K $53.1M
ROK
Rockwell Automation, Inc

Industrials
69
+ 4.31%
$328.67 - $358.52 $22.7K - $24.7K
1.67K $583M
UBER
Uber Technologies, Inc

Technology
319
+ 7.39%
$86.91 - $99.57 $27.7K - $31.8K
4.63K $454M
NSPR
Inspire Md, Inc.

Healthcare
21.1K
New
$2.22 - $2.79 $46.8K - $58.8K
21.1K $50.8M
COP
Conocophillips

Energy
333
+ 9.36%
$91.0 - $98.99 $30.3K - $33K
3.89K $368M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
316
+ 2.22%
$42.39 - $44.63 $13.4K - $14.1K
14.6K $649M
SNX
Td Synnex Corp

Technology
1
+ 0.07%
$135.82 - $166.01 $136 - $166
1.52K $248M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
3.33K
+ 28.89%
$9.82 - $10.43 $32.7K - $34.7K
14.8K $154M
IIM
Invesco Value Municipal Income Trust

Financial Services
2.33K
+ 20.55%
$11.23 - $12.55 $26.2K - $29.3K
13.7K $172M
ADSK
Autodesk, Inc.

Technology
99
+ 9.9%
N/A
1.1K $349M
PM
Philip Morris International Inc.

Consumer Defensive
971
+ 16.17%
$157.77 - $183.27 $153K - $178K
6.98K $1.13B
KO
Coca Cola CO

Consumer Defensive
2.41K
+ 7.38%
$65.67 - $71.67 $158K - $172K
35K $2.34B
ETF Opportunities Trust
26.5K
New
N/A
26.5K $24.4M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
449
+ 2.1%
$21.15 - $22.45 $9.5K - $10.1K
21.9K $488M
PANW
Palo Alto Networks Inc

Technology
113
+ 3.75%
$167.06 - $208.19 $18.9K - $23.5K
3.12K $636M
OCGN
Ocugen, Inc.

Healthcare
10K
New
$0.92 - $1.66 $9.2K - $16.6K
10K $16.3M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
77
+ 0.76%
$11.55 - $12.56 $889 - $967
10.2K $129M
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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