Top 50 Uniting Wealth Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 21.24% | 801.0K | $99.7M | -3.30%(-27.34K) | $85.55(+53.68%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 3.92% | 270.0K | $18.4M | +1.73%(+4.59K) | $65.53(+12.77%) | 2026-03-31 | |
| ACIO | ETF SER SOLUTIONS | 2.94% | 329.4K | $13.8M | new | $40.90(+13.39%) | 2026-03-31 | |
| OCTB | ETF SER SOLUTIONS | 2.7% | 505.2K | $12.7M | new | $25.30(+6.08%) | 2026-03-31 | |
| JULB | ETF SER SOLUTIONS | 2.68% | 501.5K | $12.6M | new | $25.35(+6.32%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.68% | 372.2K | $12.6M | new | $33.99(+6.27%) | 2026-03-31 | |
| DRSK | ETF SER SOLUTIONS | 2.48% | 425.6K | $11.7M | new | $28.50(+2.94%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.34% | 62.9K | $11.0M | -2.19%(-1.41K) | $136.38(+65.59%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.25% | 127.4K | $10.5M | new | $83.45(-1.07%) | 2026-03-31 | |
| JANB | ETF SER SOLUTIONS | 1.96% | 367.0K | $9.2M | new | $25.37(+6.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +20.18% | +73.57% |
| Top 20 Holdings Unweighted | +19.15% | +69.15% |
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