CIK 2056414
Uniting Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
153
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 153
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RJF | RAYMOND JAMES FINL INC | 6K | $1M+ | SH |
| GE | GE AEROSPACE | 3K | $1M+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| V | VISA INC | 3K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 11K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| LLY | ELI LILLY & CO | 737 | $500K+ | SH |
| PAYX | PAYCHEX INC | 7K | $500K+ | SH |
| CRWV | COREWEAVE INC | 11K | $500K+ | SH |
| OGE | OGE ENERGY CORP | 18K | $500K+ | SH |
| CLH | CLEAN HARBORS INC | 3K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 2K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| GEV | GE VERNOVA INC | 919 | $500K+ | SH |
| T | AT&T INC | 24K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| IWB | ISHARES TR | 2K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| TWLO | TWILIO INC | 4K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 6K | $500K+ | SH |
| MCK | MCKESSON CORP | 673 | $500K+ | SH |
| MO | ALTRIA GROUP INC | 9K | $500K+ | SH |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 22K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 12K | $500K+ | SH |
| IJH | ISHARES TR | 8K | $100K–$500K | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $100K–$500K | SH |
| SPY | SPDR S&P 500 ETF TR | 698 | $100K–$500K | SH |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | 24K | $100K–$500K | SH |
| CRK | COMSTOCK RES INC | 20K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 6K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 3K | $100K–$500K | SH |
| CORZ | CORE SCIENTIFIC INC NEW | 29K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 6K | $100K–$500K | SH |
| GS | GOLDMAN SACHS GROUP INC | 467 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| IVV | ISHARES TR | 589 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 10K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 24K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 5K | $100K–$500K | SH |
| APO | APOLLO GLOBAL MGMT INC | 3K | $100K–$500K | SH |
| BP | BP PLC | 11K | $100K–$500K | SH |
| SA | SEABRIDGE GOLD INC | 13K | $100K–$500K | SH |