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Home > Institutional Investor > Uniting Wealth Partners, Llc > Profile

Instuitional Investor - Uniting Wealth Partners, Llc

Fund Profile
Filing Period:
Fund Name: Uniting Wealth Partners, Llc
Portfolio Value $423,735,749
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 836,928 $86,253,767 20.36%
2.
Etf Ser Solutions
 722,649 $31,384,645 7.41%
3.
First Tr Exchange Traded Fd
 218,970 $14,727,892 3.48%
4.
Etf Ser Solutions
 479,114 $13,812,858 3.26%
5.
Nvidia Corp
 NVDA 67,611 $12,615,456 2.98%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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