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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 $258,592,004
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 977,290 $95,559,436 36.95%
2.
Etf Ser Solutions
 415,923 $17,219,210 6.66%
3.
First Tr Exchng Traded Fd Vi
 282,697 $9,938,467 3.84%
4.
Nvidia Corp
 NVDA 54,604 $8,626,959 3.34%
5.
Invesco Exchange Traded Fd T
 55,717 $7,894,542 3.05%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)