Uniting Wealth Partners, LLC Portfolio Holdings
Q3 2025•195 long positions•$415.7M portfolio value
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Holding199 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Discount Stores Consumer Defensive | $86.3M 20.75% | -$14.5M Sold | 0.01% 836.9K shares | 977.3K → 836.9K −$14.5M | -14.36% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $31.4M 7.55% | +$13.3M Bought | — 722.6K shares | 415.9K → 722.6K +$13.3M | +73.75% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $14.7M 3.54% | +$13.8M Bought | — 219.0K shares | 13.1K → 219.0K +$13.8M | +1,567.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $13.8M 3.32% | +$8.5M Bought | — 479.1K shares | 185.1K → 479.1K +$8.5M | +158.86% | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $12.6M 3.03% | +$2.4M Bought | 0.0% 67.6K shares | 54.6K → 67.6K +$2.4M | +23.82% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $12.1M 2.92% | +$12.1M New | — 363.0K shares | 0 → 363.0K +$12.1M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.0M 1.93% | +$8.0M New | — 95.6K shares | 0 → 95.6K +$8.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $7.6M 1.83% | +$7.6M New | — 200.1K shares | 0 → 200.1K +$7.6M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $7.5M 1.81% | +$1.5M Bought | 0.0% 14.6K shares | 11.7K → 14.6K +$1.5M | +24.15% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 1.7% | +$7.0M New | — 52.1K shares | 0 → 52.1K +$7.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.8M 1.64% | +$6.8M New | — 275.2K shares | 0 → 275.2K +$6.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.7M 1.62% | -$657.4K Sold | — 88.2K shares | 96.8K → 88.2K −$657.4K | -8.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.4M 1.54% | +$6.4M New | — 333.2K shares | 0 → 333.2K +$6.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.1M 1.46% | -$2.6M Sold | — 39.1K shares | 55.7K → 39.1K −$2.6M | -29.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.0M 1.44% | +$4.5M Bought | — 118.4K shares | 29.4K → 118.4K +$4.5M | +302.92% | — — | Q2 2025 Held for 5 months | |
Consumer Electronics Technology | $5.9M 1.43% | +$2.7M Bought | 0.0% 23.3K shares | 12.7K → 23.3K +$2.7M | +82.5% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 1.41% | +$5.8M New | — 213.9K shares | 0 → 213.9K +$5.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.7M 1.37% | -$1.3M Sold | — 57.3K shares | 70.3K → 57.3K −$1.3M | -18.45% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.5M 1.32% | +$5.5M New | — 21.4K shares | 0 → 21.4K +$5.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.5M 1.32% | +$64.9K Bought | — 71.6K shares | 70.7K → 71.6K +$64.9K | +1.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 1.31% | +$1.1M Bought | — 106.6K shares | 85.2K → 106.6K +$1.1M | +25.21% | — — | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $5.4M 1.3% | +$338.1K Bought | 0.001% 47.9K shares | 44.9K → 47.9K +$338.1K | +6.68% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 1.28% | +$151.3K Bought | — 131.0K shares | 127.3K → 131.0K +$151.3K | +2.93% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.3M 1.27% | +$5.3M New | — 166.6K shares | 0 → 166.6K +$5.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $5.0M 1.2% | +$5.0M New | — 272.4K shares | 0 → 272.4K +$5.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.4M 1.06% | +$4.4M New | — 138.2K shares | 0 → 138.2K +$4.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $4.3M 1.02% | +$4.3M New | — 109.0K shares | 0 → 109.0K +$4.3M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.4M 0.811% | +$736.1K Bought | — 151.3K shares | 118.3K → 151.3K +$736.1K | +27.92% | — — | Q2 2025 Held for 5 months | |
Integrated Freight & Logistics Industrials | $3.3M 0.8% | +$3.3M New | 0.021% 25.0K shares | 0 → 25.0K +$3.3M | New | $15.6B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $3.2M 0.779% | +$1.3M Bought | 0.0% 14.7K shares | 9.0K → 14.7K +$1.3M | +64.06% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.0M 0.734% | +$193.3K Bought | — 41.9K shares | 39.2K → 41.9K +$193.3K | +6.77% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $3.0M 0.713% | -$314.9K Sold | 0.001% 16.2K shares | 18.0K → 16.2K −$314.9K | -9.6% | $432.76B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 0.658% | +$2.7M New | — 53.9K shares | 0 → 53.9K +$2.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.7M 0.648% | +$849.7K Bought | — 26.1K shares | 17.9K → 26.1K +$849.7K | +46.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 0.642% | +$2.7M New | — 115.2K shares | 0 → 115.2K +$2.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.6M 0.618% | +$2.6M New | — 4.2K shares | 0 → 4.2K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $2.5M 0.608% | +$333.4K Bought | 0.041% 110.1K shares | 95.6K → 110.1K +$333.4K | +15.2% | $6.2B Mid Cap | Q2 2025 Held for 5 months | |
Asset Management Financial Services | $2.5M 0.59% | — | 0.002% 14.4K shares | — | — | $133.37B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 0.563% | — | — 21.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
Beverages - Non-Alcoholic Consumer Defensive | $2.3M 0.563% | +$160.8K Bought | 0.001% 35.0K shares | 32.6K → 35.0K +$160.8K | +7.38% | $285.42B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.48% | +$2.0M New | — 42.7K shares | 0 → 42.7K +$2.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.0M 0.471% | +$2.0M Bought | — 16.5K shares | — | — | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $1.9M 0.466% | +$96.6K Bought | 0.001% 2.1K shares | 2.0K → 2.1K +$96.6K | +5.25% | $190.98B Large Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.8M 0.43% | +$1.3M Bought | 0.0% 5.4K shares | 1.5K → 5.4K +$1.3M | +256.12% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $1.7M 0.412% | +$801.3K Bought | 0.001% 11.0K shares | 5.9K → 11.0K +$801.3K | +87.99% | $312.88B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.7M 0.408% | +$1.3M Bought | 0.0% 2.3K shares | 541.0 → 2.3K +$1.3M | +326.99% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $1.7M 0.4% | +$342.4K Bought | 0.0% 3.7K shares | 3.0K → 3.7K +$342.4K | +25.97% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $1.7M 0.397% | +$318.0K Bought | 0.001% 5.9K shares | 4.7K → 5.9K +$318.0K | +23.85% | $262.84B Mega Cap | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $1.6M 0.39% | +$584.8K Bought | 0.0% 5.1K shares | 3.3K → 5.1K +$584.8K | +56.35% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.6M 0.384% | +$382.2K Bought | 0.0% 2.8K shares | 2.1K → 2.8K +$382.2K | +31.52% | $514.21B Mega Cap | Q4 2024 Held for 11 months |
