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CIK: 0002056414
Total reported value
$492.5M
$492.5M
110 檔
24.4%
According to the latest 13F quarterly dataset, Uniting Wealth Partners, LLC managed an equity portfolio of $492.5M at the end of Q4 2024, spanning 110 distinct U.S. exchange-listed positions.
During Q4 2024, Uniting Wealth Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 44.41% | -3.03% | — | |
| 2 | RSPU | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.27% | — | — | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 3.35% | -0.26% | — | |
| 4 | PPA | Invesco Aerospace & Defense | ETF-Other | 3.07% | -0.01% | — | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.95% | -0.22% | — | |
| 6 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 2.92% | — | — | |
| 7 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.90% | +0.01% | — | |
| 8 | XMVM | Invesco S&p Midcap Value Wit | ETF-Other | 2.77% | — | — | |
| 9 | XOM | Exxon Mobil CORP | Stock-Energy | 2.33% | -0.41% | — | |
| 10 | ACN | Accenture plc | Stock-Tech | 1.98% | — | — | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.66% | +0.02% | — | |
| 12 | VRIG | Invesco Variable Rate Invest | ETF-Other | 1.41% | — | — | |
| 13 | NOW | Servicenow Inc | Stock-Tech | 1.02% | +0.09% | — | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.00% | +0.01% | — | |
| 15 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.93% | -0.26% | — | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.06% | — | |
| 17 | EPI | Wisdomtree India Earnings | ETF-Other | 0.84% | — | — | |
| 18 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.68% | — | — | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.68% | — | — | |
| 20 | AIA | Ishares Asia 50 ETF | ETF-Other | 0.67% | — | — | |
| 21 | IHDG | Wisdomtree International Hed | ETF-Other | 0.64% | — | — | |
| 22 | UTF | Cohen & Steers Infrastructur | Stock-Other | 0.59% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.01% | — | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | — | — | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.51% | -0.01% | — | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 0.50% | -0.01% | — | |
| 27 | HES | Hess CORP | Stock-Other | 0.50% | — | — | |
| 28 | RJF | Raymond James Financial Inc | Stock-Financials | 0.50% | -0.04% | — | |
| 29 | CLH | Clean Harbors Inc | Stock-Industrials | 0.47% | — | — | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 0.45% | -0.25% | — | |
| 31 | BOTZ | Global X Robotics & Artifici | ETF-Other | 0.42% | — | — | |
| 32 | ILMN | Illumina Inc | Stock-Healthcare | 0.39% | +0.02% | — | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.08% | — | |
| 34 | NEE | Nextera Energy Inc | Stock-Utilities | 0.38% | -0.01% | — | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.04% | — | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.35% | +0.01% | — | |
| 37 | PFE | Pfizer Inc | Stock-Healthcare | 0.35% | -0.02% | — | |
| 38 | PM | Philip Morris International | Stock-Consumer Staples | 0.35% | +0.01% | — | |
| 39 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.34% | — | — | |
| 40 | MDB | Mongodb Inc | Stock-Tech | 0.34% | — | — | |
| 41 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.32% | — | — | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.30% | — | — | |
| 43 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.28% | -0.01% | — | |
| 44 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.27% | -0.02% | — | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.26% | -0.01% | — | |
| 46 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | -0.04% | — | |
| 47 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.24% | +0.01% | — | |
| 48 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.24% | -0.06% | — | |
| 49 | IPAY | Amplify Digital Payments ETF | ETF-Other | 0.24% | — | — | |
| 50 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.23% | -0.01% | — |
According to official SEC Form 13F filings, Uniting Wealth Partners, LLC reported a total U.S. public equity portfolio value of $492.5M across 110 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, RSPU, NVDA) accounted for 24.4% of total reported equity market value during Q4 2024.
During Q4 2024, Uniting Wealth Partners, LLC's top holdings by market value included WMT (44.4%)、RSPU (4.3%)、NVDA (3.4%). The largest single position, WMT, represented 44.4% of total portfolio value.
In Q4 2024, Uniting Wealth Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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