Portfolio (Quarterly)
Guide ↗
Uniting Wealth Partners, LLC
· CIK 0002056414| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | MTUM | ISHARES TR | — | 26,181 | $6.6M | 2.01% | SOLD |
| 2 | XME | SPDR SERIES TRUST | — | 53,454 | $5.5M | 1.70% | SOLD |
| 3 | ACN | ACCENTURE PLC IRELAND | Technology | 4,585 | $1.2M | 0.38% | SOLD |
| 4 | CLH | CLEAN HARBORS INC | Industrials | 3,200 | $750K | 0.23% | SOLD |
| 5 | — | CYBERARK SOFTWARE LTD | — | 632 | $282K | 0.09% | SOLD |
| 6 | QCOM | QUALCOMM INC | Technology | 1,481 | $253K | 0.08% | SOLD |
| 7 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 718 | $237K | 0.07% | SOLD |
| 8 | SNX | TD SYNNEX CORPORATION | Technology | 1,518 | $228K | 0.07% | SOLD |
| 9 | INTU | INTUIT | Technology | 309 | $205K | 0.06% | SOLD |
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%