Uniting Wealth Partners, LLC Portfolio Holdings by Sector
Uniting Wealth Partners, LLC
- $207 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$92 Million
44.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
RYU PPA XSMO NULG XMVM VRIG EPI IDEV 21 stocks |
$48.3 Million
23.37% of portfolio
|
21
|
- |
21
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR MDB CRWD PANW ORCL 6 stocks |
$10.1 Million
4.88% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MU AMD 4 stocks |
$7.8 Million
3.77% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$5.61 Million
2.71% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$5.14 Million
2.49% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
UTF BX CSQ ADX MMU PMF NZF IIM 13 stocks |
$4.53 Million
2.19% of portfolio
|
13
|
- |
13
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM PAYC SHOP ADSK UBER 6 stocks |
$4.02 Million
1.94% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.43 Million
1.66% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
HES OXY COP CRK EQT 5 stocks |
$2.55 Million
1.24% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$2.06 Million
1.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.86 Million
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG TWLO META 3 stocks |
$1.54 Million
0.74% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1.35 Million
0.65% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK 3 stocks |
$1.29 Million
0.62% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH RSG 2 stocks |
$1.24 Million
0.6% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.15 Million
0.56% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.13 Million
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$1.03 Million
0.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE MRK 2 stocks |
$972,115
0.47% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
ILMN 1 stocks |
$801,780
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$735,717
0.36% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$733,673
0.36% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$732,793
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$711,601
0.34% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK GE 2 stocks |
$710,952
0.34% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$688,890
0.33% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$657,423
0.32% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET 2 stocks |
$501,811
0.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF PG 2 stocks |
$494,174
0.24% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$434,930
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$412,136
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ACAD HUMA 2 stocks |
$401,598
0.19% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$383,549
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$351,514
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SA KGC 2 stocks |
$278,252
0.13% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PB 1 stocks |
$257,019
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$221,948
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SLI NAK 2 stocks |
$38,801
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|