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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 $326,215,609
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Walmart Inc.
 WMT 828,355 $92,287,028 28.29%
2.
First Tr Exchange Traded Fd
 265,408 $18,437,902 5.65%
3.
Nvidia Corp
 NVDA 64,309 $11,993,653 3.68%
4.
Invesco Exchange Traded Fd T - S&P MDCP MOMNTUM
 55,477 $7,681,384 2.35%
5.
Market Vectors Etf Trust
 SMH 87,420 $7,497,981 2.3%
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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