Uniting Wealth Partners, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UW Uniting Wealth Partners, LLC | Institutional Filer | ▲ 43.99% | $469.7M | 205 |
Current Portfolio Holdings
Showing all 205 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc. | Consumer Defensive | 801K | $99.7M | 21.24% |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 270K | $18.4M | 3.92% |
| 3 | ACIO | ETF SER SOLUTIONS | — | 329K | $13.8M | 2.94% |
| 4 | OCTB | ETF SER SOLUTIONS | — | 505K | $12.7M | 2.70% |
| 5 | JULB | ETF SER SOLUTIONS | — | 501K | $12.6M | 2.68% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 372K | $12.6M | 2.68% |
| 7 | DRSK | ETF SER SOLUTIONS | — | 426K | $11.7M | 2.48% |
| 8 | NVDA | NVIDIA Corporation | Technology | 63K | $11.0M | 2.34% |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | — | 127K | $10.5M | 2.25% |
| 10 | JANB | ETF SER SOLUTIONS | — | 367K | $9.2M | 1.96% |
| 11 | XOM | Exxon Mobil Corporation | Energy | 45K | $7.7M | 1.64% |
| 12 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 183K | $7.2M | 1.54% |
| 13 | SCHD | SCHWAB STRATEGIC TR | — | 233K | $7.1M | 1.52% |
| 14 | CHRW | C.H. Robinson Worldwide, Inc. | Industrials | 42K | $7.1M | 1.51% |
| 15 | MSTB | ETF SER SOLUTIONS | — | 183K | $7.0M | 1.49% |
Showing 1 to 15 of 205 holdings