Uniting Wealth Partners, LLC Portfolio Holdings

Uniting Wealth Partners, LLC

  • $424 Billion
  • Q3 2025

Uniting Wealth Partners, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $424 Billion distributed in 199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $86.3B, ETF Ser Solutions Aptus Collar with a value of $31.4B, First Trust Rising Dividend Ac with a value of $14.7B, ETF Ser Solutions Aptus Define with a value of $13.8B, and Nvidia Corp with a value of $12.6B.

Examining the 13F form we can see an increase of $165B in the current position value, from $259B to 424B.

Uniting Wealth Partners, LLC is based out at Mission, KS

Below you can find more details about Uniting Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $424 Billion
ETFs: $192 Billion
Consumer Defensive: $91.6 Billion
Technology: $44.8 Billion
Financial Services: $18.8 Billion
Energy: $11.3 Billion
Industrials: $9.99 Billion
Consumer Cyclical: $7.56 Billion
Communication Services: $6.14 Billion
Other: $6.85 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$159M
$28.9 Million 0.01% of portfolio
16,609
Q3 2025 Reduced 57.72%
$299M
$16.3 Million 0.0% of portfolio
10,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 199
  • Current Value $424 Billion
  • Prior Value $259 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 87 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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