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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 6 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 56,482.0 $676K 0.14% $11.96 -4.5%
102 ARES ARES MANAGEMENT CORPORATION Financial Services 6,000.0 $668K 0.14% $111.31 +26.2%
103 RTX RTX CORPORATION Industrials 3,460.0 $656K 0.13% -419.0 -10.8% $189.72 +10.4%
104 IWB ISHARES TR 1,560.0 $639K 0.13% -14.0 -0.9% $409.50 +2.4%
105 MO ALTRIA GROUP INC Consumer Defensive 8,595.0 $627K 0.13% -358.0 -4.0% $73.00 -7.0%
106 GD GENERAL DYNAMICS CORP Industrials 1,731.0 $613K 0.12% -56.0 -3.1% $354.24 +6.2%
107 OXY OCCIDENTAL PETE CORP Energy 12,431.0 $607K 0.12% -169.0 -1.3% $48.83 +20.5%
108 MPC MARATHON PETE CORP Energy 2,332.0 $596K 0.12% -68.0 -2.8% $255.67 +41.0%
109 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 23,192.0 $593K 0.12% +436.0 +1.9% $25.55 +1.3%
110 COP CONOCOPHILLIPS Energy 5,549.0 $577K 0.12% -475.0 -7.9% $103.96 +27.0%
111 SHW SHERWIN WILLIAMS CO Basic Materials 1,644.0 $566K 0.12% +108.0 +7.0% $344.32 +1.1%
112 OKE ONEOK INC NEW Energy 6,156.0 $535K 0.11% $86.94 +6.1%
113 PAYX PAYCHEX INC Industrials 5,296.0 $521K 0.11% -1K -21.6% $98.32 +27.2%
114 DELL DELL TECHNOLOGIES INC Technology 1,201.0 $518K 0.10% NEW $431.31 +4.6%
115 MRK MERCK & CO INC Healthcare 3,965.0 $513K 0.10% -91.0 -2.2% $129.35 +19.0%
116 MCK MCKESSON CORP Healthcare 673.0 $509K 0.10% $756.42 +17.2%
117 SPY STATE STR SPDR S&P 500 ETF T Financial Services 673.0 $504K 0.10% -45.0 -6.3% $748.67 +2.3%
118 TFI SPDR SERIES TRUST 10,950.0 $502K 0.10% $45.80 -2.0%
119 SUB ISHARES TR 4,685.0 $499K 0.10% $106.47 -0.1%
120 CSQ CALAMOS STRATEGIC TOTAL RETU Financial Services 22,519.0 $463K 0.09% -469.0 -2.0% $20.56 +1.0%
Page 6 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%