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Portfolio (Quarterly) Guide ↗

Uniting Wealth Partners, LLC

· CIK 0002056414
13F Portfolio $470M AUM 205 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 61 New 51 Added 56 Reduced 9 Exited
Page 2 of 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORP Technology 7,676.0 $1.1M 0.24% +2K +24.5% $147.11 +26.9%
22 CRWV COREWEAVE INC Technology 12,805.0 $992K 0.21% +2K +19.7% $77.47 +33.9%
23 OXY OCCIDENTAL PETE CORP Energy 12,600.0 $822K 0.17% +145.0 +1.2% $65.26 -8.5%
24 V VISA INC Financial Services 2,615.0 $790K 0.17% +77.0 +3.0% $302.24 +10.1%
25 LLY ELI LILLY & CO Healthcare 795.0 $731K 0.16% +58.0 +7.9% $919.95 +7.4%
26 ISRG INTUITIVE SURGICAL INC Healthcare 1,564.0 $721K 0.15% +18.0 +1.2% $460.99 -4.6%
27 PANW PALO ALTO NETWORKS INC Technology 4,453.0 $714K 0.15% +1K +42.5% $160.32 +54.4%
28 AMD ADVANCED MICRO DEVICES INC Technology 3,390.0 $690K 0.15% +237.0 +7.5% $203.43 +103.5%
29 OKE ONEOK INC NEW Energy 6,156.0 $556K 0.12% +244.0 +4.1% $90.38 +3.7%
30 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 22,756.0 $498K 0.11% +450.0 +2.0% $21.89 +12.1%
31 SHW SHERWIN WILLIAMS CO Basic Materials 1,536.0 $492K 0.10% +16.0 +1.1% $320.55 -5.5%
32 SPY STATE STR SPDR S&P 500 ETF T Financial Services 718.0 $468K 0.10% +20.0 +2.9% $652.11 +12.5%
33 ET ENERGY TRANSFER L P Energy 23,892.0 $461K 0.10% +299.0 +1.3% $19.30 +4.6%
34 PSX PHILLIPS 66 Energy 2,458.0 $448K 0.10% +28.0 +1.1% $182.19 -1.3%
35 SA SEABRIDGE GOLD INC Basic Materials 15,530.0 $440K 0.09% +3K +23.9% $28.34 +1.8%
36 AMAT APPLIED MATLS INC Technology 1,208.0 $413K 0.09% +12.0 +1.0% $341.79 +19.1%
37 IEFA ISHARES TR 4,338.0 $393K 0.08% +214.0 +5.2% $90.53 +5.3%
38 NFLX NETFLIX INC. Communication Services 4,078.0 $392K 0.08% +188.0 +4.8% $96.15 -6.8%
39 EQWL INVESCO EXCHANGE TRADED FD T 3,192.0 $368K 0.08% +1K +80.0% $115.24 +7.8%
40 AXP AMERICAN EXPRESS CO Financial Services 1,135.0 $343K 0.07% +27.0 +2.4% $302.51 +2.2%
Page 2 of 3  ·  51 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 48.6%
Technology 18.3%
Financial Services 9.4%
Energy 7.3%
Industrials 5.9%
Consumer Cyclical 3.3%
Communication Services 2.6%
Healthcare 2.6%
Utilities 1.6%
Basic Materials 0.5%