Uniting Wealth Partners, LLC
Q1 2025 13F Holdings
- Locationmission, KS
- Num holdings
108
- Value ($000)
$199,543
- Date Filed04/25/2025
- Form type13F-HR
- CIK0002056414
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WMT WALMART INC | COM | 931142103 | $88.09M | 44 % | 1,003,471 | ||
RSPU INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 46137V274 | $9.32M | 5 % | 133,839 | ||
ACIO ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | $6.49M | 3 % | 167,871 | ||
PPA INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 | $6.41M | 3 % | 55,024 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.77M | 3 % | 53,225 | ||
NULG NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $5.48M | 3 % | 69,958 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.33M | 3 % | 14,200 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $5.28M | 3 % | 44,399 | ||
DFEB FIRST TR EXCHNG TRADED FD VI | FT VEST US | 33740F771 | $3.13M | 2 % | 74,286 | ||
ETF SER SOLUTIONS | APTUS LRG CAP UP | 26922B444 | $3.10M | 2 % | 134,059 |
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