Filer Name: UNITING WEALTH PARTNERS, LLC
CIK: 2056414
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 110
Portfolio Value: $0.21B

Uniting Wealth Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
WMT US WALMART INC 1,017,751 $92M 44.41% - -
RSPU US INVESCO S&P 500 EQUAL WEIGHT 134,495 $9M 4.27% - -
NVDA US NVIDIA CORP 51,680 $7M 3.35% - -
PPA US INVESCO AEROSPACE & DEFENSE 55,373 $6M 3.07% - -
MSFT US MICROSOFT CORP 14,509 $6M 2.95% - -
XSMO US INVESCO S&P SMALLCAP MOMENTU 91,382 $6M 2.92% - -
NULG US NUVEEN ESG LRG-CAP GRW ETF 70,032 $6M 2.90% - -
XMVM US INVESCO S&P MIDCAP VALUE WIT 103,572 $6M 2.77% - -
XOM US EXXON MOBIL CORP 44,758 $5M 2.33% - -
ACN US ACCENTURE PLC-CL A 11,649 $4M 1.98% - -
AAPL US APPLE INC 13,702 $3M 1.66% - -
VRIG US INVESCO VARIABLE RATE INVEST 116,473 $3M 1.41% - -
NOW US SERVICENOW INC 2,000 $2M 1.02% - -
KO US COCA-COLA CO/THE 33,116 $2M 1.00% - -
PLTR US PALANTIR TECHNOLOGIES INC-A 25,521 $2M 0.93% - -
AMZN US AMAZON.COM INC 8,471 $2M 0.90% - -
EPI US WISDOMTREE INDIA EARNINGS 38,325 $2M 0.84% - -
VIGI US VANGUARD INT DIV APP INDX FD 17,525 $1M 0.68% - -
IDEV US ISHARES CORE MSCI DEV MKTS 21,951 $1M 0.68% - -
AIA US ISHARES ASIA 50 ETF 20,513 $1M 0.67% - -
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