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UNITING WEALTH PARTNERS, LLC
UNITING WEALTH PARTNERS, LLC
Latest filing: 2026-06-30
UNITING WEALTH PARTNERS, LLC runs UNITING WEALTH PARTNERS, LLC and currently holds 207 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $492.50M. Their top holdings are WMT, RDVY, BUFR, ACIO, SCIO. The top five represent 30.5% of reported portfolio weight. UNITING WEALTH PARTNERS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, UNITING WEALTH PARTNERS, LLC initiated 3 new positions. They added to 33 existing positions. They trimmed 54 positions. Their current best-performing preview position is MU with returns of +241.56%.
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207 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 WMT WALMART INC | 18.21% | $90.35 | $103.70 | +14.78% | Trimmed -1.13% |
 RDVY FIRST TR EXCHANGE TRADED FD | 4.58% | $67.68 | $81.95 | +21.08% | Added +2.97% |
 BUFR FIRST TR EXCHNG TRADED FD VI | 2.81% | $33.82 | $37.30 | +10.27% | Added +1.90% |
 ACIO ETF SER SOLUTIONS | 2.63% | $41.96 | $46.92 | +11.81% | Trimmed -14.93% |
 SCIO FIRST TR EXCHANGE-TRADED FD | 2.26% | $20.65 | $20.51 | -0.68% | Added +98.09% |
 VCIT VANGUARD SCOTTSDALE FDS | 2.25% | $82.75 | $81.05 | -2.05% | Added +5.20% |
 NVDA NVIDIA CORPORATION | 2.08% | $144.24 | $214.76 | +48.89% | Trimmed -18.56% |
 CHRW C H ROBINSON WORLDWIDE IN | 2.01% | $153.97 | $141.63 | -8.01% | Added +23.54% |
MS MSTB ETF SER SOLUTIONS | 1.61% | $38.36 | $43.98 | +14.65% | Added +1.34% |
 SDVY FIRST TR EXCHANGE TRADED FD | 1.59% | $38.02 | $43.87 | +15.39% | Trimmed -1.21% |
Showing 1-10 of 207