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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1B
$2.53 Billion 0.6% of portfolio
110,133
Q3 2025 Added 15.2%
$2.69B
$488 Million 0.12% of portfolio
21,867
Q3 2025 Added 2.1%
$8.82B
$522 Million 0.12% of portfolio
11,280
Q3 2025 New
$5.08B
$387 Million 0.09% of portfolio
19,500
Q4 2024 New
$3.61B
$281 Million 0.07% of portfolio
3,000
Q1 2025 New
$3.5B
$235 Million 0.06% of portfolio
11,000
Q4 2024 New
$7.9B
$246 Million 0.06% of portfolio
400
Q3 2025 New
$6.04B
$228 Million 0.05% of portfolio
3,411
Q4 2024 New
$2.22B
$231 Million 0.05% of portfolio
11,940
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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