Uniting Wealth Partners, LLC
206 holdingsFiling period: 2026-03-31Current AUM: $498.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 801.0K | $99.7M | $89.2M | 17.89% | -27,340 | 2026-03-31 |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | 270.0K | $18.4M | $21.9M | 4.39% | +4.6K | 2026-03-31 |
| 3 | ACIO | ETF SER SOLUTIONS | 329.4K | $13.8M | $15.1M | 3.03% | -- | 2026-03-31 |
| 4 | OCTB | ETF SER SOLUTIONS | 505.2K | $12.7M | $13.8M | 2.78% | -- | 2026-03-31 |
| 5 | JULB | ETF SER SOLUTIONS | 501.5K | $12.6M | $13.9M | 2.78% | -- | 2026-03-31 |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | 372.2K | $12.6M | $13.7M | 2.74% | -- | 2026-03-31 |
| 7 | DRSK | ETF SER SOLUTIONS | 425.6K | $11.7M | $12.1M | 2.43% | -- | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 62.9K | $11.0M | $12.6M | 2.53% | -1,407 | 2026-03-31 |
| 9 | VCIT | VANGUARD SCOTTSDALE FDS | 127.4K | $10.5M | $10.4M | 2.08% | -- | 2026-03-31 |
| 10 | JANB | ETF SER SOLUTIONS | 367.0K | $9.2M | $10.1M | 2.02% | -- | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 45.5K | $7.7M | $7.1M | 1.42% | -1,954 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 45.5K | $7.7M | $7.1M | 1.42% | -1,954 | 2026-03-31 |
| 13 | SDVY | FIRST TR EXCHANGE TRADED FD | 183.4K | $7.2M | $8.0M | 1.61% | -11,418 | 2026-03-31 |
| 14 | SCHD | SCHWAB STRATEGIC TR | 233.0K | $7.1M | $7.8M | 1.56% | +11.0K | 2026-03-31 |
| 15 | CHRW | C H ROBINSON WORLDWIDE IN | 42.5K | $7.1M | $6.3M | 1.26% | +14.5K | 2026-03-31 |
| 16 | MSTB | ETF SER SOLUTIONS | 183.0K | $7.0M | $7.8M | 1.57% | -- | 2026-03-31 |
| 17 | PPA | INVESCO EXCHANGE TRADED FD T | 41.0K | $6.8M | $7.1M | 1.43% | +1.2K | 2026-03-31 |
| 18 | UPSD | ETF SER SOLUTIONS | 265.1K | $6.8M | $7.7M | 1.55% | +15.3K | 2026-03-31 |
| 19 | PVAL | PUTNAM ETF TRUST | 136.2K | $6.3M | $7.3M | 1.46% | -- | 2026-03-31 |
| 20 | DLAG | FIRST TR EXCHNG TRADED FD VI | 194.3K | $6.0M | $6.5M | 1.30% | +13.6K | 2026-03-31 |
| 21 | GDX | VANECK ETF TRUST | 64.3K | $5.9M | $4.8M | 0.96% | -23,120 | 2026-03-31 |
| 22 | SPYM | SPDR SERIES TRUST | 76.3K | $5.8M | $6.7M | 1.34% | +9.4K | 2026-03-31 |
| 23 | SCIO | FIRST TR EXCHANGE-TRADED FD | 271.9K | $5.6M | $5.6M | 1.12% | -- | 2026-03-31 |
| 24 | XMMO | INVESCO EXCHANGE TRADED FD T | 38.5K | $5.6M | $5.9M | 1.19% | -16,960 | 2026-03-31 |
| 25 | AAPL | APPLE INC | 21.4K | $5.4M | $6.6M | 1.32% | -2,716 | 2026-03-31 |
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