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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 10 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TT TRANE TECHNOLOGIES PLC Industrials 482.0 $237K 0.05% -42.0 -8.0% $491.16 -7.2%
182 CRWD CROWDSTRIKE HLDGS INC Technology 300.0 $229K 0.05% -550.0 -64.7% $190.78 +0.3%
183 BA BOEING CO Industrials 1,045.0 $226K 0.05% NEW $216.47 -2.1%
184 LIN LINDE PLC Basic Materials 433.0 $225K 0.05% NEW $518.94 -6.3%
185 LNG CHENIERE ENERGY INC Energy 940.0 $225K 0.05% -10.0 -1.1% $239.01 +16.4%
186 FANG DIAMONDBACK ENERGY INC Energy 1,270.0 $223K 0.04% -49.0 -3.7% $175.78 +15.2%
187 TSN TYSON FOODS INC Consumer Defensive 3,813.0 $218K 0.04% -200.0 -5.0% $57.25 +0.2%
188 ADSK AUTODESK INC Technology 1,099.0 $214K 0.04% $194.42 +30.1%
189 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,697.0 $213K 0.04% NEW $57.62 +16.4%
190 VLO VALERO ENERGY CORP Energy 814.0 $212K 0.04% -17.0 -2.0% $260.48 +31.8%
191 DDS DILLARDS INC Consumer Cyclical 400.0 $211K 0.04% $528.72 +19.6%
192 QCOM QUALCOMM INC Technology 1,110.0 $205K 0.04% NEW $184.86 -13.3%
193 HOOD ROBINHOOD MKTS INC Financial Services 2,040.0 $205K 0.04% -2K -49.5% $100.28 +6.3%
194 IVE ISHARES TR 900.0 $204K 0.04% NEW $227.06 +4.5%
195 EWY ISHARES INC 1,000.0 $202K 0.04% NEW $201.90 -11.4%
196 KRP KIMBELL RTY PARTNERS LP Energy 12,229.0 $178K 0.04% +126.0 +1.0% $14.53 +4.9%
197 IIM INVESCO VALUE MUN INCOME TR Financial Services 13,926.0 $177K 0.04% $12.73 -1.8%
198 MMU WESTERN ASSET MANAGED MUNS F Financial Services 15,065.0 $157K 0.03% $10.42 -2.4%
199 NZF NUVEEN MUN CR INCOME FD Financial Services 10,443.0 $133K 0.03% +78.0 +0.8% $12.76 -4.1%
200 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 10,000.0 $109K 0.02% $10.92 -11.7%
Page 10 of 11  ·  207 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%