Notify me when Uniting Wealth Partners, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 199 | $423,735,749 | +$185,113,408 | -$38,462,675 | +$146,650,733 | WMT, ACIO, RDVY, DRSK, NVDA | 13F-HR | 07 Nov 2025, 07:27 |
| Q2 2025 | 116 | $258,592,004 | +$51,969,811 | -$14,931,613 | +$37,038,198 | WMT, ACIO, GDEC, NVDA, PPA | 13F-HR | 04 Aug 2025, 17:38 |
| Q1 2025 | 108 | $199,543,097 | +$26,035,541 | -$28,570,773 | -$2,535,232 | WMT, RSPU, ACIO, PPA, NVDA | 13F-HR | 24 Apr 2025, 17:35 |
| Q4 2024 | 110 | $207,046,805 | $0 | $0 | $0 | WMT, RSPU, NVDA, PPA, MSFT | 13F-HR | 12 Feb 2025, 17:20 |