Uniting Wealth Partners, LLC
Q2 2025 13F Holdings
- Locationmission, KS
- Num holdings
116
- Value ($000)
$258,592
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WMT WALMART INC | COM | 931142103 | $95.56M | 37 % | 977,290 | ||
ACIO ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | $17.22M | 7 % | 415,923 | ||
GDEC FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 33740U679 | $9.94M | 4 % | 282,697 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $8.63M | 3 % | 54,604 | ||
PPA INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 | $7.89M | 3 % | 55,717 | ||
NULG NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $6.60M | 3 % | 70,290 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $5.84M | 2 % | 11,732 | ||
DRSK ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 | $5.32M | 2 % | 185,083 | ||
GDX VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 | $5.04M | 2 % | 96,810 | ||
RSPU INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 46137V274 | $5.03M | 2 % | 70,744 |
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