United Wealth Management, LLC Portfolio Holdings
Q3 2025•23 long positions•$367.5M portfolio value
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Holding24 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $136.6M 37.16% | +$1.2M Bought | — 3.5M shares | 3.5M → 3.5M +$1.2M | +0.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $31.5M 8.56% | +$289.8K Bought | — 583.3K shares | 577.9K → 583.3K +$289.8K | +0.93% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $31.3M 8.52% | +$148.0K Bought | — 955.3K shares | 950.8K → 955.3K +$148.0K | +0.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $27.5M 7.49% | +$274.5K Bought | — 728.7K shares | 721.5K → 728.7K +$274.5K | +1.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $27.1M 7.38% | +$272.4K Bought | — 851.9K shares | 843.4K → 851.9K +$272.4K | +1.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.3M 5.53% | +$64.4K Bought | — 338.3K shares | 337.2K → 338.3K +$64.4K | +0.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $20.0M 5.43% | +$724.4K Bought | — 359.1K shares | 346.1K → 359.1K +$724.4K | +3.77% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.9M 3.22% | +$302.9K Bought | — 496.9K shares | 484.2K → 496.9K +$302.9K | +2.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.8M 2.94% | +$2.2K Bought | — 302.8K shares | 302.7K → 302.8K +$2.2K | +0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $9.8M 2.67% | +$72.4K Bought | — 323.1K shares | 320.7K → 323.1K +$72.4K | +0.74% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.9M 2.43% | -$26.9K Sold | — 209.3K shares | 209.9K → 209.3K −$26.9K | -0.3% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.4M 2.3% | +$54.9K Bought | — 263.4K shares | 261.7K → 263.4K +$54.9K | +0.65% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.0M 1.63% | +$809.3K Bought | — 124.5K shares | 107.6K → 124.5K +$809.3K | +15.67% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.0M 1.36% | +$49.0K Bought | — 163.6K shares | 162.0K → 163.6K +$49.0K | +0.99% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.9M 1.34% | +$52.1K Bought | — 154.5K shares | 152.9K → 154.5K +$52.1K | +1.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 0.851% | -$33.5K Sold | — 99.7K shares | 100.7K → 99.7K −$33.5K | -1.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 0.601% | — | — 52.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $610.1K 0.166% | — | — 14.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
Airlines, Airports & Air Services Industrials | $377.6K 0.103% | — | 0.001% 3.9K shares | — | — | $31.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $337.3K 0.092% | — | — 2.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $320.0K 0.087% | — | 0.0% 3.8K shares | — | — | $268.51B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $238.6K 0.065% | +$22.1K Bought | — 356.0 shares | 323.0 → 356.0 +$22.1K | +10.22% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $222.3K 0.061% | — | — 5.4K shares | — | — | — — | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | - — | -$206.9K Sold | — - shares | 416.0 → 0 −$206.9K | Sold | $3.64T Mega Cap | Q2 2025 Held for 5 months |
