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Uniting Wealth Partners, LLC

Portfolio Manager
Uniting Wealth Partners, LLC
Performance
+4.62% (2026 Q1)
AUM (13F)
$469.71M
# of Holdings
205
Performance Rank
Allocation (Top 20)
59.65%

Uniting Wealth Partners, LLC Holdings Map

Top 50 Uniting Wealth Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WMT
WALMART INC
21.24%801.0K$99.7M
-3.30%(-27.34K)
2025-Q1: 1.00M shares2025-Q2: 977.3K shares2025-Q3: 836.9K shares2025-Q4: 828.4K shares2026-Q1: 801.0K shares
$85.55(+53.68%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
3.92%270.0K$18.4M
+1.73%(+4.59K)
2025-Q1: 10.5K shares2025-Q2: 13.1K shares2025-Q3: 219.0K shares2025-Q4: 265.4K shares2026-Q1: 270.0K shares
$65.53(+12.77%)
2026-03-31
ACIO
ETF SER SOLUTIONS
2.94%329.4K$13.8Mnew2025-Q1: 167.9K shares2025-Q2: 415.9K shares2025-Q3: 722.6K shares2025-Q4: 0 shares2026-Q1: 329.4K shares
$40.90(+13.39%)
2026-03-31
OCTB
ETF SER SOLUTIONS
2.7%505.2K$12.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 505.2K shares
$25.30(+6.08%)
2026-03-31
JULB
ETF SER SOLUTIONS
2.68%501.5K$12.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 501.5K shares
$25.35(+6.32%)
2026-03-31
BUFR
FIRST TR EXCHNG TRADED FD VI
2.68%372.2K$12.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 363.0K shares2025-Q4: 0 shares2026-Q1: 372.2K shares
$33.99(+6.27%)
2026-03-31
DRSK
ETF SER SOLUTIONS
2.48%425.6K$11.7Mnew2025-Q1: 0 shares2025-Q2: 185.1K shares2025-Q3: 479.1K shares2025-Q4: 0 shares2026-Q1: 425.6K shares
$28.50(+2.94%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.34%62.9K$11.0M
-2.19%(-1.41K)
2025-Q1: 53.2K shares2025-Q2: 54.6K shares2025-Q3: 67.6K shares2025-Q4: 64.3K shares2026-Q1: 62.9K shares
$136.38(+65.59%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.25%127.4K$10.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 95.6K shares2025-Q4: 0 shares2026-Q1: 127.4K shares
$83.45(-1.07%)
2026-03-31
JANB
ETF SER SOLUTIONS
1.96%367.0K$9.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 367.0K shares
$25.37(+6.17%)
2026-03-31

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