Uniting Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Uniting Wealth Partners, LLC reported 110 stock positions worth $207.0 million. Its top holding was Walmart (WMT) at 44.4% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSPU, 4.3%) and Nvidia (NVDA, 3.4%).
- Most Recent 13F
- Q2 2026
- Location
- DENVER, CO
- CIK
- 0002056414
- Portfolio Value
- $207.0M (Q4 2024)
- SEC Filing
- 0001951757-25-000248 ↗ filed Feb 12, 2025
Holdings Value
Holdings 110 stocks · $207.0M
| WMT Walmart Inc. | 44.41% | 1,017,751 | $92.0M | — |
| RSPU Invesco S&P 500 Equal Weight | 4.27% | 134,495 | $8.8M | — |
| NVDA Nvidia Corp. | 3.35% | 51,680 | $6.9M | — |
| PPA Invesco Aerospace & Defense | 3.07% | 55,373 | $6.4M | — |
| MSFT Microsoft Corp. | 2.95% | 14,509 | $6.1M | — |
| XSMO Invesco S&P Smallcap Momentu | 2.92% | 91,382 | $6.0M | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 2.90% | 70,032 | $6.0M | — |
| XMVM Invesco S&P Midcap Value Wit | 2.77% | 103,572 | $5.7M | — |
| XOM Exxon Mobil Corp. | 2.33% | 44,758 | $4.8M | — |
| ACN Accenture PLC Class A | 1.98% | 11,649 | $4.1M | — |
| AAPL Apple Inc. | 1.66% | 13,702 | $3.4M | — |
| VRIG Invesco Variable Rate Invest | 1.41% | 116,473 | $2.9M | — |
| NOW ServiceNow Inc. | 1.02% | 2,000 | $2.1M | — |
| KO The Coca-Cola Co. | 1.00% | 33,116 | $2.1M | — |
| PLTR Palantir Technologies Inc. Class A | 0.93% | 25,521 | $1.9M | — |
| AMZN Amazon.com Inc. | 0.90% | 8,471 | $1.9M | — |
| EPI Wisdomtree India Earnings | 0.84% | 38,325 | $1.7M | — |
| IDEV iShares Core MSCI Dev MKTS | 0.68% | 21,951 | $1.4M | — |
| VIGI Vanguard Int Div App Indx FD | 0.68% | 17,525 | $1.4M | — |
| AIA iShares Asia 50 ETF | 0.67% | 20,513 | $1.4M | — |
| IHDG Wisdomtree International Hed | 0.64% | 30,624 | $1.3M | — |
| UTF Cohen & Steers Infrastructur | 0.59% | 51,080 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 2,497 | $1.1M | — |
| MA Mastercard Inc. Class A | 0.54% | 2,132 | $1.1M | — |
| BX Blackstone Inc. | 0.51% | 6,089 | $1.0M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.50% | 4,729 | $1.0M | — |
| HES Hess Corp. | 0.50% | 7,750 | $1.0M | — |
| RJF Raymond James Financial Inc. | 0.50% | 6,606 | $1.0M | — |
| CLH Clean Harbors Inc. | 0.47% | 4,250 | $978K | — |
| GDX Vaneck Gold Miners ETF | 0.45% | 27,527 | $933K | — |
| BOTZ Global X Robotics & Artifici | 0.42% | 27,380 | $875K | — |
| ILMN Illumina Inc. | 0.39% | 6,000 | $802K | — |
| CVX Chevron Corp. | 0.38% | 5,460 | $791K | — |
| NEE Nextera Energy Inc. | 0.38% | 10,834 | $777K | — |
| GOOG Alphabet Inc. Class C | 0.36% | 3,925 | $747K | — |
| JPM JPMorgan Chase & Co. | 0.35% | 3,057 | $733K | — |
| PFE Pfizer Inc. | 0.35% | 27,339 | $725K | — |
| PM Philip Morris International | 0.35% | 6,002 | $722K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.34% | 11,163 | $708K | — |
| MDB Mongodb Inc. | 0.34% | 3,000 | $698K | — |
| XT Ishar Fture Exp Tech ETF-Usd | 0.32% | 10,953 | $653K | — |
| CRM Salesforce Inc. | 0.30% | 1,887 | $631K | — |
| DIVO Amplify CWP Enhan Divid ETF | 0.28% | 14,219 | $576K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.27% | 1,650 | $565K | — |
| PANW Palo Alto Networks Inc. | 0.26% | 3,010 | $548K | — |
| TSLA Tesla Inc. | 0.25% | 1,262 | $510K | — |
| CSQ Calamos Strat TTL RTRN FND | 0.24% | 28,606 | $507K | — |
| OXY Occidental Petroleum Corp. | 0.24% | 10,150 | $502K | — |
| IPAY Amplify Digital Payments ETF | 0.24% | 8,400 | $487K | — |
| NOBL Proshares S&P 500 Dividend A | 0.23% | 4,807 | $479K | — |
| T AT&T Inc. | 0.23% | 21,016 | $479K | — |
| ROK Rockwell Automation Inc. | 0.22% | 1,600 | $457K | — |
| COP Conocophillips | 0.22% | 4,556 | $452K | — |
| ULTA Ulta Beauty Inc. | 0.21% | 1,000 | $435K | — |
| TWLO Twilio Inc. Class A | 0.21% | 4,000 | $432K | — |
| MO Altria Group Inc. | 0.21% | 8,174 | $427K | — |
| SNX TD Synnex Corp. | 0.20% | 3,514 | $412K | — |
| PAYC Paycom Software Inc. | 0.20% | 2,000 | $410K | — |
| GD General Dynamics Corp. | 0.19% | 1,496 | $394K | — |
| PSX Phillips 66 | 0.19% | 3,399 | $387K | — |
| ADX Adams Diversified Equity | 0.19% | 18,996 | $384K | — |
| MCK McKesson Corp. | 0.19% | 673 | $384K | — |
| HD Home Depot Inc. | 0.18% | 946 | $368K | — |
| LOW Lowe's Cos Inc. | 0.18% | 1,490 | $368K | — |
| META Meta Platforms Inc. Class A | 0.17% | 613 | $359K | — |
| CRK Comstock Resources Inc. | 0.17% | 19,500 | $355K | — |
| CAT Caterpillar Inc. | 0.17% | 969 | $352K | — |
| AVGO Broadcom Inc. | 0.16% | 1,420 | $329K | — |
| SHOP Shopify Inc. Class A | 0.15% | 3,000 | $319K | — |
| RTX RTX Corp. | 0.15% | 2,743 | $317K | — |
| MPC Marathon Petroleum Corp. | 0.15% | 2,162 | $302K | — |
| MU Micron Technology Inc. | 0.14% | 3,542 | $298K | — |
| ADSK Autodesk Inc. | 0.14% | 1,000 | $296K | — |
| SO The Southern Co. | 0.14% | 3,583 | $295K | — |
| RSG Republic Services Inc. | 0.13% | 1,322 | $266K | — |
| ELF Elf Beauty Inc. | 0.13% | 2,100 | $264K | — |
| PB Prosperity Bancshares Inc. | 0.12% | 3,411 | $257K | — |
| EPD Enterprise Products Partners | 0.12% | 8,160 | $256K | — |
| VZ Verizon Communications Inc. | 0.12% | 6,380 | $255K | — |
| GE General Electric filed as GE AEROSPACE | 0.12% | 1,521 | $254K | — |
| MRK Merck & Co. Inc. | 0.12% | 2,481 | $247K | — |
| ET Energy Transfer LP | 0.12% | 12,553 | $246K | — |
| UBER Uber Technologies Inc. | 0.12% | 4,000 | $241K | — |
| PG The Procter & Gamble Co. | 0.11% | 1,375 | $231K | — |
| JEPI JPMorgan Equity Premium Inco | 0.11% | 4,000 | $230K | — |
| AMD Advanced Micro Devices | 0.11% | 1,904 | $230K | — |
| V Visa Inc. Class A | 0.11% | 727 | $230K | — |
| ORCL Oracle Corp. | 0.11% | 1,361 | $227K | — |
| RDVY First Trust Rising Dividend | 0.11% | 3,810 | $225K | — |
| TSN Tyson Foods Inc. Class A | 0.11% | 3,864 | $222K | — |
| IJH iShares Core S&P Midcap ETF | 0.10% | 3,432 | $214K | — |
| DUK Duke Energy Corp. | 0.10% | 1,980 | $213K | — |
| EQT Eqt Corp. | 0.10% | 4,616 | $213K | — |
| ACAD Acadia Pharmaceuticals Inc. | 0.10% | 11,000 | $202K | — |
| MMU Western Asset Managed Munici | 0.10% | 19,764 | $202K | — |
| IJR iShares Core S&P Small-Cap E | 0.10% | 1,746 | $201K | — |
| HUMA Humacyte Inc. | 0.10% | 39,554 | $200K | — |
| XPMFX PIMCO Municipal Income Fund | 0.09% | 20,913 | $188K | — |
| NZF Nuveen Municipal Credit Inc. | 0.08% | 14,181 | $173K | — |
| IIM Invesco Value Municipal Inco | 0.08% | 13,787 | $164K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 207 | $492.5M | WMT, RDVY, OCTB, BUFR, ACIO |
| Q1 2026 | 205 | $469.7M | WMT, RDVY, ACIO, OCTB, JULB |
| Q4 2025 | 153 | $326.2M | WMT, RDVY, NVDA, XMMO, GDX |
| Q3 2025 | 197 | $423.6M | WMT, ACIO, RDVY, DRSK, NVDA |
| Q2 2025 | 115 | $258.5M | WMT, ACIO, GDEC, NVDA, PPA |
| Q1 2025 | 108 | $199.5M | WMT, RSPU, ACIO, PPA, NVDA |
| Q4 2024 | 110 | $207.0M | WMT, RSPU, NVDA, PPA, MSFT |