Uniting Wealth Partners, LLC
Q4 2024 13F Holdings
- Locationmission, KS
- Num holdings
110
- Value ($000)
$207,047
- Date Filed02/12/2025
- 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 Q4 2024 to
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|---|---|---|---|---|---|---|---|
WMT WALMART INC | COM | 931142103 | $91.95M | 44 % | 1,017,751 | ||
RSPU INVESCO EXCHANGE TRADED FD T | S&P500 EQL UTL | 46137V274 | $8.84M | 4 % | 134,495 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $6.94M | 3 % | 51,680 | ||
PPA INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 46137V100 | $6.35M | 3 % | 55,373 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.12M | 3 % | 14,509 | ||
XSMO INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | 46137V498 | $6.04M | 3 % | 91,382 | ||
NULG NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $6.01M | 3 % | 70,032 | ||
XMVM INVESCO EXCHANGE TRADED FD T | S&P MDCP VLU MNT | 46137V456 | $5.74M | 3 % | 103,572 | ||
XOM EXXON MOBIL CORP | COM | 30231G102 | $4.81M | 2 % | 44,758 | ||
ACN ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | $4.10M | 2 % | 11,649 |
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