Uniting Wealth Partners, LLC Incresed Positions in Q2 2025

Uniting Wealth Partners, LLC

  • $259 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ACIO
ETF Ser Solutions Aptus Collar

ETFs
248K
+ 147.76%
$36.36 - $41.4 $9.02M - $10.3M
416K $17.2B
XSMO
Invesco S&P Smallcap Momentum

ETFs
53.4K
+ 1657.07%
$55.15 - $68.11 $2.95M - $3.64M
56.6K $3.85B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
62.9K
+ 185.38%
$41.45 - $54.46 $2.61M - $3.42M
96.8K $5.04B
NVDA
Nvidia Corp

Technology
1.38K
+ 2.59%
$94.31 - $157.99 $130K - $218K
54.6K $8.63B
PPA
Invesco Exchange Traded Fd Tr

ETFs
693
+ 1.26%
$105.2 - $141.69 $72.9K - $98.2K
55.7K $7.89B
UPRO
Proshares Trust Proshares Ultr

ETFs
15K
+ 250.0%
$50.65 - $91.44 $760K - $1.37M
21K $1.92B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
332
+ 0.47%
$70.54 - $93.95 $23.4K - $31.2K
70.3K $6.6B
IAU
Ishares Gold Trust

ETFs
15.5K
+ 65.43%
$56.1 - $64.74 $871K - $1M
39.2K $2.45B
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
15.8K
+ 22.83%
$40.85 - $48.2 $647K - $763K
85.2K $4.11B
ETF Ser Solutions
31.1K
+ 23.17%
N/A
165K $4.08B
TQQQ
Proshares Ultrapro Qqq

ETFs
10K
+ 250.0%
$38.9 - $83.0 $389K - $830K
14K $1.16B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.87K
+ 37.41%
$90.85 - $102.31 $443K - $498K
17.9K $1.8B
MU
Micron Technology Inc

Technology
2.15K
+ 60.7%
$64.72 - $127.91 $139K - $275K
5.69K $702M
TSLA
Tesla, Inc.

Consumer Cyclical
798
+ 36.83%
$221.86 - $362.89 $177K - $290K
2.97K $942M
AMZN
Amazon Com Inc

Consumer Cyclical
472
+ 5.54%
$167.32 - $223.3 $79K - $105K
8.99K $1.97B
CRWD
Crowd Strike Holdings, Inc.

Technology
100
+ 5.71%
$321.63 - $509.31 $32.2K - $50.9K
1.85K $942M
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$221.03 - $294.78 $442 - $590
4.73K $1.39B
RDVY
First Trust Rising Dividend Ac

ETFs
2.62K
+ 24.97%
$51.6 - $62.74 $135K - $165K
13.1K $824M
JPM
Jpmorgan Chase & CO

Financial Services
145
+ 4.61%
$210.28 - $289.91 $30.5K - $42K
3.29K $954M
AVGO
Broadcom Inc.

Technology
100
+ 7.04%
$146.29 - $275.65 $14.6K - $27.6K
1.52K $419M
BX
Blackstone Inc.

Financial Services
200
+ 1.41%
$120.07 - $151.11 $24K - $30.2K
14.4K $2.15B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
500
+ 19.86%
$483.48 - $539.8 $242K - $270K
3.02K $1.47B
VRIG
Invesco Actively Managed ETF F

ETFs
5.07K
+ 4.46%
$24.89 - $25.14 $126K - $127K
119K $2.97B
GE
General Electric CO

Industrials
25
+ 1.64%
$166.81 - $257.39 $4.17K - $6.43K
1.55K $398M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.03K
+ 5.06%
$17.11 - $21.71 $17.7K - $22.4K
21.4K $465M
EIM
Eaton Vance Municipal Bond Fund

Financial Services
7.24K
+ 10.52%
$9.33 - $10.06 $67.6K - $72.9K
76.1K $736M
V
Visa Inc.

Financial Services
106
+ 15.96%
$308.27 - $373.31 $32.7K - $39.6K
770 $273M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
17
+ 0.12%
$37.18 - $42.55 $632 - $723
14.2K $606M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
200
+ 1.73%
$22.63 - $26.95 $4.53K - $5.39K
11.7K $316M
IIM
Invesco Value Municipal Income Trust

Financial Services
681
+ 6.38%
$11.31 - $12.11 $7.7K - $8.25K
11.4K $132M
MO
Altria Group, Inc.

Consumer Defensive
251
+ 3.16%
$55.56 - $60.91 $13.9K - $15.3K
8.19K $480M
VZ
Verizon Communications Inc

Communication Services
300
+ 4.73%
$41.67 - $45.62 $12.5K - $13.7K
6.65K $288M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
75
+ 0.75%
$11.34 - $12.35 $851 - $926
10.1K $121M
ET
Energy Transfer LP

Energy
7
+ 0.06%
$15.65 - $18.93 $110 - $133
12.6K $228M
BFK
Blackrock Municipal Income Trust

Financial Services
19
+ 0.08%
$9.2 - $9.99 $175 - $190
22.7K $218M
DUK
Duke Energy Corp

Utilities
3
+ 0.15%
$112.46 - $124.05 $337 - $372
1.99K $234M
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
633
+ 0.9%
$10.29 - $11.24 $6.51K - $7.11K
70.8K $773M
PSX
Phillips 66

Energy
5
+ 0.15%
$92.87 - $125.73 $464 - $629
3.41K $407M
OXY
Occidental Petroleum Corp

Energy
836
+ 7.25%
$36.11 - $49.33 $30.2K - $41.2K
12.4K $520M
CVX
Chevron Corp

Energy
405
+ 7.42%
$133.73 - $168.51 $54.2K - $68.2K
5.86K $840M
XOM
Exxon Mobil Corp

Energy
513
+ 1.16%
$99.93 - $119.04 $51.3K - $61.1K
44.9K $4.84B
Activity Summary
Buys All Purchases 57 New Holdings 15 Increased Positions 42 Sells All Sells 19 Reductions 19 Sold out 0 Options Calls 0 Puts 0
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