Uniting Wealth Partners, LLC Q2 2025 Filing
Filed August 5, 2025
Portfolio Value
$258.6B
Holdings
116
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (116 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WMTWALMART INC | 977,290 | $95.6B | 36.95% | |
| 2 | ACIOETF SER SOLUTIONS | 415,923 | $17.2B | 6.66% | |
| 3 | GDECFIRST TR EXCHNG TRADED FD VI | 282,697 | $9.9B | 3.84% | |
| 4 | NVDANVIDIA CORPORATION | 54,604 | $8.6B | 3.34% | |
| 5 | PPAINVESCO EXCHANGE TRADED FD T | 55,717 | $7.9B | 3.05% | |
| 6 | NULGNUSHARES ETF TR | 70,290 | $6.6B | 2.55% | |
| 7 | MSFTMICROSOFT CORP | 11,732 | $5.8B | 2.26% | |
| 8 | DRSKETF SER SOLUTIONS | 185,083 | $5.3B | 2.06% | |
| 9 | GDXVANECK ETF TRUST | 96,810 | $5.0B | 1.95% | |
| 10 | RSPUINVESCO EXCHANGE TRADED FD T | 70,744 | $5.0B | 1.95% | |
| 11 | XFEBFIRST TR EXCHNG TRADED FD VI | 127,308 | $5.0B | 1.92% | |
| 12 | XOMEXXON MOBIL CORP | 44,912 | $4.8B | 1.87% | |
| 13 | ADMEETF SER SOLUTIONS | 85,173 | $4.1B | 1.59% | |
| 14 | UPSDETF SER SOLUTIONS | 165,115 | $4.1B | 1.58% | |
| 15 | XSMOINVESCO EXCHANGE TRADED FD T | 56,648 | $3.9B | 1.49% | |
| 16 | VRIGINVESCO ACTIVELY MANAGED EXC | 118,758 | $3.0B | 1.15% | |
| 17 | JUCYETF SER SOLUTIONS | 118,315 | $2.6B | 1.02% | |
| 18 | AAPLAPPLE INC | 12,747 | $2.6B | 1.01% | |
| 19 | PLTRPALANTIR TECHNOLOGIES INC | 17,971 | $2.4B | 0.95% | |
| 20 | IAU*ISHARES GOLD TR | 39,246 | $2.4B | 0.95% | |
| 21 | KOCOCA COLA CO | 32,616 | $2.3B | 0.89% | |
| 22 | BXBLACKSTONE INC | 14,356 | $2.1B | 0.83% | |
| 23 | NOWSERVICENOW INC | 2,000 | $2.1B | 0.80% | |
| 24 | AMZNAMAZON COM INC | 8,990 | $2.0B | 0.76% | |
| 25 | UPROPROSHARES TR | 21,000 | $1.9B | 0.74% | |
| 26 | NOBLPROSHARES TR | 17,893 | $1.8B | 0.70% | |
| 27 | ACNACCENTURE PLC IRELAND | 5,149 | $1.5B | 0.60% | |
| 28 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,018 | $1.5B | 0.57% | |
| 29 | JMUBJ P MORGAN EXCHANGE TRADED F | 29,392 | $1.5B | 0.56% | |
| 30 | IBMINTERNATIONAL BUSINESS MACHS | 4,726 | $1.4B | 0.54% | |
| 31 | MAMASTERCARD INCORPORATED | 2,132 | $1.2B | 0.46% | |
| 32 | TQQQPROSHARES TR | 14,000 | $1.2B | 0.45% | |
| 33 | HESHESS CORP | 8,000 | $1.1B | 0.43% | |
| 34 | KKRKKR & CO INC | 8,300 | $1.1B | 0.43% | |
| 35 | 4I1PHILIP MORRIS INTL INC | 6,004 | $1.1B | 0.42% | |
| 36 | RJFRAYMOND JAMES FINL INC | 6,606 | $1.0B | 0.39% | |
| 37 | APLDAPPLIED DIGITAL CORP | 95,600 | $962.7M | 0.37% | |
| 38 | JPMJPMORGAN CHASE & CO. | 3,290 | $953.8M | 0.37% | |
| 39 | CRWDCROWDSTRIKE HLDGS INC | 1,850 | $942.2M | 0.36% | |
| 40 | TSLATESLA INC | 2,965 | $941.9M | 0.36% | |
| 41 | CVXCHEVRON CORP NEW | 5,864 | $839.6M | 0.32% | |
| 42 | RDVYFIRST TR EXCHANGE TRADED FD | 13,133 | $824.0M | 0.32% | |
| 43 | XNEAXNUVEEN AMT FREE QLTY MUN INC | 70,828 | $773.4M | 0.30% | |
| 44 | CLHCLEAN HARBORS INC | 3,200 | $739.8M | 0.29% | |
| 45 | EIMEATON VANCE MUN BD FD | 76,114 | $736.0M | 0.28% | |
| 46 | NEENEXTERA ENERGY INC | 10,384 | $720.9M | 0.28% | |
| 47 | MUMICRON TECHNOLOGY INC | 5,692 | $701.5M | 0.27% | |
| 48 | GOOGALPHABET INC | 3,925 | $696.3M | 0.27% | |
| 49 | PANWPALO ALTO NETWORKS INC | 3,010 | $616.0M | 0.24% | |
| 50 | DIVOAMPLIFY ETF TR | 14,240 | $605.9M | 0.23% | |
| 51 | TAT&T INC | 20,498 | $593.2M | 0.23% | |
| 52 | CRKCOMSTOCK RES INC | 19,500 | $539.6M | 0.21% | |
| 53 | ROKROCKWELL AUTOMATION INC | 1,600 | $531.5M | 0.21% | |
| 54 | CRMSALESFORCE INC | 1,933 | $527.1M | 0.20% | |
| 55 | OXYOCCIDENTAL PETE CORP | 12,373 | $519.8M | 0.20% | |
| 56 | CORZCORE SCIENTIFIC INC NEW | 29,379 | $501.5M | 0.19% | |
| 57 | TWLOTWILIO INC | 4,000 | $497.4M | 0.19% | |
| 58 | MCKMCKESSON CORP | 673 | $493.2M | 0.19% | |
| 59 | MOALTRIA GROUP INC | 8,193 | $480.4M | 0.19% | |
| 60 | ADXADAMS DIVERSIFIED EQUITY FD | 21,418 | $465.0M | 0.18% | |
| 61 | CSQCALAMOS STRATEGIC TOTAL RETU | 25,424 | $463.7M | 0.18% | |
| 62 | PAYCPAYCOM SOFTWARE INC | 2,000 | $462.8M | 0.18% | |
| 63 | GDGENERAL DYNAMICS CORP | 1,496 | $436.3M | 0.17% | |
| 64 | SHAKSHAKE SHACK INC | 3,000 | $421.8M | 0.16% | |
| 65 | AVGOBROADCOM INC | 1,520 | $419.0M | 0.16% | |
| 66 | NUWNUVEEN AMT-FREE MUN VALUE FD | 29,799 | $407.6M | 0.16% | |
| 67 | PSXPHILLIPS 66 | 3,409 | $406.7M | 0.16% | |
| 68 | UBERUBER TECHNOLOGIES INC | 4,315 | $402.6M | 0.16% | |
| 69 | MHDBLACKROCK MUNIHOLDINGS FD IN | 35,886 | $401.9M | 0.16% | |
| 70 | RTXRTX CORPORATION | 2,743 | $400.5M | 0.15% | |
| 71 | METAMETA PLATFORMS INC | 541 | $399.3M | 0.15% | |
| 72 | GEGE AEROSPACE | 1,546 | $398.0M | 0.15% | |
| 73 | PFEPFIZER INC | 15,926 | $386.1M | 0.15% | |
| 74 | CATCATERPILLAR INC | 969 | $376.2M | 0.15% | |
| 75 | TTDTHE TRADE DESK INC | 5,000 | $359.9M | 0.14% | |
| 76 | MPCMARATHON PETE CORP | 2,162 | $359.1M | 0.14% | |
| 77 | SHOPSHOPIFY INC | 3,000 | $346.1M | 0.13% | |
| 78 | HDHOME DEPOT INC | 940 | $344.6M | 0.13% | |
| 79 | SPYSPDR S&P 500 ETF TR | 540 | $333.6M | 0.13% | |
| 80 | SOSOUTHERN CO | 3,583 | $329.0M | 0.13% | |
| 81 | RSGREPUBLIC SVCS INC | 1,322 | $326.0M | 0.13% | |
| 82 | LOWLOWES COS INC | 1,440 | $319.5M | 0.12% | |
| 83 | COPCONOCOPHILLIPS | 3,558 | $319.3M | 0.12% | |
| 84 | UTFCOHEN & STEERS INFRASTRUCTUR | 11,735 | $316.3M | 0.12% | |
| 85 | ADSKAUTODESK INC | 1,000 | $309.6M | 0.12% | |
| 86 | ORCLORACLE CORP | 1,361 | $297.6M | 0.12% | |
| 87 | BACVERIZON COMMUNICATIONS INC | 6,647 | $287.6M | 0.11% | |
| 88 | AMDADVANCED MICRO DEVICES INC | 1,980 | $281.0M | 0.11% | |
| 89 | VVISA INC | 770 | $273.4M | 0.11% | |
| 90 | EQTEQT CORP | 4,616 | $269.2M | 0.10% | |
| 91 | DDOGDATADOG INC | 2,000 | $268.7M | 0.10% | |
| 92 | EPDENTERPRISE PRODS PARTNERS L | 8,160 | $253.0M | 0.10% | |
| 93 | PBPROSPERITY BANCSHARES INC | 3,411 | $239.6M | 0.09% | |
| 94 | ACADACADIA PHARMACEUTICALS INC | 11,000 | $237.3M | 0.09% | |
| 95 | DUKDUKE ENERGY CORP NEW | 1,987 | $234.5M | 0.09% | |
| 96 | TSNTYSON FOODS INC | 4,164 | $232.9M | 0.09% | |
| 97 | URAGLOBAL X FDS | 6,000 | $232.9M | 0.09% | |
| 98 | ETENERGY TRANSFER L P | 12,567 | $227.8M | 0.09% | |
| 99 | PGPROCTER AND GAMBLE CO | 1,375 | $219.1M | 0.08% | |
| 100 | BFKBLACKROCK MUN INCOME TR | 22,720 | $217.9M | 0.08% |
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