Uniting Wealth Partners, LLC
Q3 2025 13F Holdings
- Locationmission, KS
- Num holdings
199
- Value ($000)
$423,736
- Date Filed11/07/2025
- Form type13F-HR
- CIK0002056414
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
WMT WALMART INC | COM | 931142103 | $86.25 M | 20 % | 836,928 | ||
ACIO ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 | $31.38 M | 7 % | 722,649 | ||
RDVY FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 | $14.73 M | 4 % | 218,970 | ||
DRSK ETF SER SOLUTIONS | APTUS DEFINED | 26922A388 | $13.81 M | 3 % | 479,114 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $12.62 M | 3 % | 67,611 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $12.13 M | 3 % | 362,966 | ||
VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | $8.04 M | 2 % | 95,588 | ||
SDVY FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 | $7.61 M | 2 % | 200,141 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.54 M | 2 % | 14,565 | ||
XMMO INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | $7.05 M | 2 % | 52,117 |
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