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Portfolio (Quarterly) Guide ↗

Uniting Wealth Partners, LLC

· CIK 0002056414
13F Portfolio $492M AUM 207 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 54 Added 85 Reduced 18 Exited
Page 3 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 META META PLATFORMS INC Communication Services 1,292.0 $728K 0.15% -918.0 -41.5% $563.39 +0.4%
42 RJF RAYMOND JAMES FINL INC Financial Services 4,762.0 $724K 0.15% -1K -20.7% $152.03 +15.3%
43 HD HOME DEPOT INC Consumer Cyclical 1,976.0 $697K 0.14% -492.0 -19.9% $352.68 -4.6%
44 PANW PALO ALTO NETWORKS INC Technology 2,017.0 $688K 0.14% -2K -54.7% $341.02 +1.0%
45 DIVO AMPLIFY ETF TR 15,041.0 $687K 0.14% -574.0 -3.7% $45.70 +6.7%
46 RTX RTX CORPORATION Industrials 3,460.0 $656K 0.13% -419.0 -10.8% $189.72 +10.4%
47 IWB ISHARES TR 1,560.0 $639K 0.13% -14.0 -0.9% $409.50 +2.4%
48 MO ALTRIA GROUP INC Consumer Defensive 8,595.0 $627K 0.13% -358.0 -4.0% $73.00 -7.0%
49 GD GENERAL DYNAMICS CORP Industrials 1,731.0 $613K 0.12% -56.0 -3.1% $354.24 +6.2%
50 OXY OCCIDENTAL PETE CORP Energy 12,431.0 $607K 0.12% -169.0 -1.3% $48.83 +20.5%
51 MPC MARATHON PETE CORP Energy 2,332.0 $596K 0.12% -68.0 -2.8% $255.67 +41.0%
52 COP CONOCOPHILLIPS Energy 5,549.0 $577K 0.12% -475.0 -7.9% $103.96 +27.0%
53 PAYX PAYCHEX INC Industrials 5,296.0 $521K 0.11% -1K -21.6% $98.32 +27.2%
54 MRK MERCK & CO INC Healthcare 3,965.0 $513K 0.10% -91.0 -2.2% $129.35 +19.0%
55 SPY STATE STR SPDR S&P 500 ETF T Financial Services 673.0 $504K 0.10% -45.0 -6.3% $748.67 +2.3%
56 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 22,519.0 $463K 0.09% -469.0 -2.0% $20.56 +1.0%
57 AGG ISHARES TR 4,415.0 $437K 0.09% -25.0 -0.6% $98.98 -1.1%
58 IJH ISHARES TR 5,067.0 $391K 0.08% -2K -32.8% $77.11 -1.2%
59 PSX PHILLIPS 66 Energy 2,309.0 $390K 0.08% -149.0 -6.1% $169.02 +42.2%
60 T AT&T INC Communication Services 18,809.0 $389K 0.08% -4K -16.8% $20.70 +24.4%
Page 3 of 5  ·  85 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 44.3%
Technology 24.3%
Financial Services 8.7%
Industrials 7.7%
Energy 5.7%
Consumer Cyclical 3.1%
Healthcare 3.0%
Utilities 1.6%
Communication Services 1.1%
Basic Materials 0.4%