United Wealth Management, LLC Portfolio Holdings

United Wealth Management, LLC

  • $297 Billion
  • Q4 2024

United Wealth Management, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $297 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $109B, Dimensional ETF Trust with a value of $30.2B, Dimensional ETF Tr Dimensional with a value of $22.3B, Dimensional ETF Tr Dimensional with a value of $22B, and Dimensional ETF Tr Dimensional with a value of $21.8B.

Examining the 13F form we can see an increase of $297B in the current position value.

United Wealth Management, LLC is based out at Charlottesville, VA

Below you can find more details about United Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $297 Billion
ETFs: $246 Billion
Industrials: $380 Million
Financial Services: $337 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$109 Billion 36.62% of portfolio
3,141,750
Q4 2024 New
Dimensional ETF Trust
-
$30.2 Billion 10.17% of portfolio
-
Q4 2024 New
$0
$22.3 Billion 7.52% of portfolio
863,493
Q4 2024 New
$0
$22 Billion 7.43% of portfolio
652,508
Q4 2024 New
$0
$21.8 Billion 7.34% of portfolio
707,797
Q4 2024 New
$0
$20.2 Billion 6.79% of portfolio
347,561
Q4 2024 New
Dimensional ETF Trust
-
$14.7 Billion 4.95% of portfolio
-
Q4 2024 New
$0
$10.3 Billion 3.46% of portfolio
441,195
Q4 2024 New
$0
$8.71 Billion 2.94% of portfolio
211,113
Q4 2024 New
$0
$7.34 Billion 2.47% of portfolio
276,151
Q4 2024 New
$0
$7.28 Billion 2.45% of portfolio
288,457
Q4 2024 New
$0
$6.17 Billion 2.08% of portfolio
235,401
Q4 2024 New
$0
$4.6 Billion 1.55% of portfolio
96,271
Q4 2024 New
$0
$3.26 Billion 1.1% of portfolio
124,195
Q4 2024 New
$0
$3.21 Billion 1.08% of portfolio
129,678
Q4 2024 New
$0
$2.67 Billion 0.9% of portfolio
107,435
Q4 2024 New
-
$481 Million 0.16% of portfolio
-
Q4 2024 New
$34.7B
$380 Million 0.13% of portfolio
3,913
Q4 2024 New
$300B
$337 Million 0.11% of portfolio
4,798
Q4 2024 New
$0
$288 Million 0.1% of portfolio
2,448
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $297 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 10, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 21 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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