Uniting Wealth Partners, LLC New Holdings in Q4 2024

Uniting Wealth Partners, LLC

  • $207 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
T
At&T Inc.

Communication Services
21K
New
$21.22 - $23.88 $446K - $502K
21K $479M
ROK
Rockwell Automation, Inc

Industrials
1.6K
New
$264.65 - $302.92 $423K - $485K
1.6K $457M
COP
Conocophillips

Energy
4.56K
New
$95.12 - $114.72 $433K - $523K
4.56K $452M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1K
New
$338.38 - $446.21 $338K - $446K
1K $435M
TWLO
Twilio Inc

Communication Services
4K
New
$63.73 - $114.96 $255K - $460K
4K $432M
MO
Altria Group, Inc.

Consumer Defensive
8.17K
New
$49.06 - $57.74 $401K - $472K
8.17K $427M
SNX
Td Synnex Corp

Technology
3.51K
New
$114.71 - $125.79 $403K - $442K
3.51K $412M
PAYC
Paycom Software, Inc.

Technology
2K
New
$159.94 - $240.25 $320K - $481K
2K $410M
GD
General Dynamics Corp

Industrials
1.5K
New
$260.28 - $314.03 $389K - $470K
1.5K $394M
PSX
Phillips 66

Energy
3.4K
New
$110.35 - $138.93 $375K - $472K
3.4K $387M
MCK
Mckesson Corp

Healthcare
673
New
$482.27 - $628.5 $325K - $423K
673 $384M
HD
Home Depot, Inc.

Consumer Cyclical
946
New
$385.02 - $431.37 $364K - $408K
946 $368M
LOW
Lowes Companies Inc

Consumer Cyclical
1.49K
New
$244.52 - $284.07 $364K - $423K
1.49K $368M
META
Meta Platforms, Inc.

Communication Services
613
New
$554.08 - $632.68 $340K - $388K
613 $359M
CRK
Comstock Resources Inc

Energy
19.5K
New
$11.15 - $18.92 $217K - $369K
19.5K $355M
CAT
Caterpillar Inc

Industrials
969
New
$360.37 - $416.88 $349K - $404K
969 $352M
AVGO
Broadcom Inc.

Technology
1.42K
New
$159.67 - $250.0 $227K - $355K
1.42K $329M
SHOP
Shopify Inc.

Technology
3K
New
$78.14 - $119.49 $234K - $358K
3K $319M
RTX
Raytheon Technologies Corp

Industrials
2.74K
New
$114.45 - $127.21 $314K - $349K
2.74K $317M
MPC
Marathon Petroleum Corp

Energy
2.16K
New
$131.65 - $174.84 $285K - $378K
2.16K $302M
MU
Micron Technology Inc

Technology
3.54K
New
$84.16 - $113.41 $298K - $402K
3.54K $298M
ADSK
Autodesk, Inc.

Technology
1K
New
N/A
1K $296M
SO
Southern CO

Utilities
3.58K
New
$81.5 - $94.15 $292K - $337K
3.58K $295M
RSG
Republic Services, Inc.

Industrials
1.32K
New
$198.0 - $218.75 $262K - $289K
1.32K $266M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
2.1K
New
$101.51 - $140.63 $213K - $295K
2.1K $264M
PB
Prosperity Bancshares Inc

Financial Services
3.41K
New
$70.04 - $85.07 $239K - $290K
3.41K $257M
EPD
Enterprise Products Partners L.P.

Energy
8.16K
New
$28.66 - $34.43 $234K - $281K
8.16K $256M
VZ
Verizon Communications Inc

Communication Services
6.38K
New
$39.6 - $45.21 $253K - $288K
6.38K $255M
GE
General Electric CO

Industrials
1.52K
New
$159.95 - $194.23 $243K - $295K
1.52K $254M
MRK
Merck & Co., Inc.

Healthcare
2.48K
New
$96.31 - $114.76 $239K - $285K
2.48K $247M
ET
Energy Transfer LP

Energy
12.6K
New
$16.05 - $19.86 $201K - $249K
12.6K $246M
UBER
Uber Technologies, Inc

Technology
4K
New
$59.93 - $86.34 $240K - $345K
4K $241M
PG
Procter & Gamble CO

Consumer Defensive
1.38K
New
$161.05 - $179.7 $221K - $247K
1.38K $231M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4K
New
$57.53 - $60.83 $230K - $243K
4K $230M
AMD
Advanced Micro Devices Inc

Technology
1.9K
New
$118.88 - $172.8 $226K - $329K
1.9K $230M
V
Visa Inc.

Financial Services
727
New
$273.87 - $320.91 $199K - $233K
727 $230M
ORCL
Oracle Corp

Technology
1.36K
New
$165.41 - $192.43 $225K - $262K
1.36K $227M
RDVY
First Trust Rising Dividend Ac

ETFs
3.81K
New
$58.65 - $64.37 $223K - $245K
3.81K $225M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.86K
New
$57.14 - $64.54 $221K - $249K
3.86K $222M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.43K
New
$61.68 - $67.87 $212K - $233K
3.43K $214M
DUK
Duke Energy Corp

Utilities
1.98K
New
$105.76 - $120.76 $209K - $239K
1.98K $213M
EQT
Eqt Corp

Energy
4.62K
New
$35.62 - $46.89 $164K - $216K
4.62K $213M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
11K
New
$14.29 - $18.76 $157K - $206K
11K $202M
MMU
Western Asset Managed Municipals Fund Inc.

Financial Services
19.8K
New
$9.99 - $10.92 $197K - $216K
19.8K $202M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.75K
New
$113.92 - $127.38 $199K - $222K
1.75K $201M
HUMA
Humacyte, Inc.

Healthcare
39.6K
New
$3.46 - $5.81 $137K - $230K
39.6K $200M
PMF
Pimco Municipal Income Fund

Financial Services
20.9K
New
$8.88 - $10.38 $186K - $217K
20.9K $188M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
14.2K
New
$12.12 - $13.1 $172K - $186K
14.2K $173M
IIM
Invesco Value Municipal Income Trust

Financial Services
13.8K
New
$11.71 - $12.93 $161K - $178K
13.8K $164M
Activity Summary
Buys All Purchases 110 New Holdings 110 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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