Uniting Wealth Partners, LLC Portfolio Holdings by Sector
Uniting Wealth Partners, LLC
- $200 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$88.1 Million
44.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
RYU ACIO PPA NULG DFEB ADME VRIG GDX 18 stocks |
$43.8 Million
22.32% of portfolio
|
12
|
5
|
8
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD PANW MDB 5 stocks |
$8.32 Million
4.24% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX KKR NEA EIM CSQ MHD NUW ADX 17 stocks |
$7.58 Million
3.86% of portfolio
|
9
|
4
|
4
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX BP 3 stocks |
$6.5 Million
3.31% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU AVGO 3 stocks |
$6.31 Million
3.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN IBM 2 stocks |
$4.19 Million
2.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
NOW CRM PAYC UBER SHOP TTD ADSK 7 stocks |
$3.69 Million
1.88% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.99 Million
1.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
HES OXY COP CRK EQT 5 stocks |
$2.97 Million
1.51% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$2.37 Million
1.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.62 Million
0.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1.46 Million
0.74% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V 2 stocks |
$1.4 Million
0.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.34 Million
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG TWLO META 3 stocks |
$1.32 Million
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE SO DUK 3 stocks |
$1.31 Million
0.67% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
CLH RSG 2 stocks |
$970,566
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
RJF 1 stocks |
$917,639
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$877,411
0.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$771,468
0.39% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX 2 stocks |
$771,118
0.39% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$735,281
0.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK GE 2 stocks |
$717,836
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$711,318
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$680,352
0.35% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE 1 stocks |
$654,885
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET 2 stocks |
$512,067
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$452,922
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA 1 stocks |
$366,540
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$319,576
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
TSN 1 stocks |
$265,705
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SHAK 1 stocks |
$264,510
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ACAD HUMA 2 stocks |
$250,883
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PB 1 stocks |
$243,443
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$234,328
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$215,244
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SA 1 stocks |
$142,374
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
NSPR 1 stocks |
$26,900
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
SLI 1 stocks |
$26,670
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|