Uniting Wealth Partners, LLC Incresed Positions in Q1 2025

Uniting Wealth Partners, LLC

  • $200 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
8.07K
+ 132.48%
$136.53 - $186.74 $1.1M - $1.51M
14.2K $1.98B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
8.22K
+ 170.9%
$97.38 - $104.52 $800K - $859K
13K $1.33B
NEA
Nuveen Amt Free Quality Municipal Income Fund

Financial Services
56.6K
+ 415.04%
$11.13 - $11.61 $630K - $657K
70.2K $786M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
6.4K
+ 23.24%
$34.58 - $45.97 $221K - $294K
33.9K $1.56B
RDVY
First Trust Rising Dividend Ac

ETFs
6.7K
+ 175.83%
$57.22 - $63.39 $383K - $425K
10.5K $615M
PM
Philip Morris International Inc.

Consumer Defensive
201
+ 3.35%
$117.15 - $158.79 $23.5K - $31.9K
6.2K $985M
HES
Hess Corp

Energy
250
+ 3.23%
$135.42 - $160.52 $33.9K - $40.1K
8K $1.28B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 0.84%
$442.66 - $534.52 $9.3K - $11.2K
2.52K $1.34B
UBER
Uber Technologies, Inc

Technology
315
+ 7.88%
$63.17 - $81.49 $19.9K - $25.7K
4.32K $314M
OXY
Occidental Petroleum Corp

Energy
1.39K
+ 13.67%
$45.45 - $52.7 $63K - $73.1K
11.5K $569M
CRWD
Crowd Strike Holdings, Inc.

Technology
100
+ 6.06%
$308.86 - $455.36 $30.9K - $45.5K
1.75K $617M
TSLA
Tesla, Inc.

Consumer Cyclical
905
+ 71.71%
$222.15 - $428.22 $201K - $388K
2.17K $562M
TSN
Tyson Foods, Inc.

Consumer Defensive
300
+ 7.76%
$54.27 - $63.81 $16.3K - $19.1K
4.16K $266M
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 2.88%
$225.19 - $279.95 $19.8K - $24.6K
3.15K $771M
PSX
Phillips 66

Energy
5
+ 0.15%
$113.93 - $131.55 $570 - $658
3.4K $420M
DUK
Duke Energy Corp

Utilities
4
+ 0.2%
$105.87 - $121.97 $423 - $488
1.98K $242M
COP
Conocophillips

Energy
3
+ 0.07%
$88.6 - $105.85 $266 - $318
4.56K $479M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
1.92K
+ 9.71%
$10.13 - $10.52 $19.4K - $20.2K
21.7K $223M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
4
+ 0.03%
$39.61 - $42.65 $158 - $171
14.2K $580M
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
1.39K
+ 7.32%
$18.61 - $21.28 $25.9K - $29.6K
20.4K $387M
ET
Energy Transfer LP

Energy
7
+ 0.06%
$17.26 - $21.08 $121 - $148
12.6K $233M
CRM
Salesforce, Inc.

Technology
46
+ 2.44%
$268.36 - $359.95 $12.3K - $16.6K
1.93K $519M
HUMA
Humacyte, Inc.

Healthcare
430
+ 1.09%
$1.71 - $5.18 $735 - $2.23K
40K $68.2M
AMZN
Amazon Com Inc

Consumer Cyclical
47
+ 0.55%
$190.26 - $242.06 $8.94K - $11.4K
8.52K $1.62B
NVDA
Nvidia Corp

Technology
1.55K
+ 2.99%
$106.98 - $149.43 $165K - $231K
53.2K $5.77B
Activity Summary
Buys All Purchases 44 New Holdings 18 Increased Positions 26 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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