Uniting Wealth Partners, LLC Purchases and Sells in Q1 2025

Uniting Wealth Partners, LLC

$200 Billion
Q1 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BX	8.07K + 132.48%	$136.53 - $186.74 $1.1M - $1.51M	14.2K $1.98B
NOBL	8.22K + 170.9%	$97.38 - $104.52 $800K - $859K	13K $1.33B
NEA	56.6K + 415.04%	$11.13 - $11.61 $630K - $657K	70.2K $786M
GDX	6.4K + 23.24%	$34.58 - $45.97 $221K - $294K	33.9K $1.56B
RDVY	6.7K + 175.83%	$57.22 - $63.39 $383K - $425K	10.5K $615M
PM	201 + 3.35%	$117.15 - $158.79 $23.5K - $31.9K	6.2K $985M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACIO	168K New	$38.36 - $41.43 $6.44M - $6.95M	168K $6.49B
DFEB	74.3K New	$41.74 - $43.57 $3.1M - $3.24M	74.3K $3.13B
ETF SER SOLUTIONS	134K New	N/A	134K $3.1B
ADME	69.3K New	$43.95 - $48.5 $3.05M - $3.36M	69.3K $3.08B
IAU	23.7K New	$49.74 - $58.96 $1.18M - $1.4M	23.7K $1.4B
KKR	8.3K New	$108.17 - $167.07 $898K - $1.39M	8.3K $960M

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XSMO	-88.2K - 96.47%	$59.97 - $70.03 $5.29M - $6.17M	3.22K $202M
WMT	-14.3K - 1.4%	$84.5 - $105.05 $1.21M - $1.5M	1M $88.1B
ACN	-2K - 17.17%	$300.91 - $398.25 $602K - $797K	9.65K $3.01B
UTF	-39.5K - 77.42%	$23.43 - $25.55 $927K - $1.01M	11.5K $295M
MSFT	-309 - 2.13%	$375.39 - $447.2 $116K - $138K	14.2K $5.33B
NULG	-74 - 0.11%	$77.67 - $90.15 $5.75K - $6.67K	70K $5.48B

Activity Summary All Purchases 44 New Holdings 18 Increased Positions 26 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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