Uniting Wealth Partners, LLC
Top Portfolio Positions
131 positions ·
$219,647,463 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
801,015 | $99,550,144 | 45.32% | |
| NVDA |
Nvidia Corp
Technology
|
62,902 | $10,970,108 | 4.99% | |
| XOM |
Exxon Mobil Corp
Energy
|
45,458 | $7,712,404 | 3.51% | |
| CHRW |
C. H. Robinson Worldwide, Inc.
Industrials
|
42,485 | $7,055,483 | 3.21% | |
| AAPL |
Apple Inc.
Technology
|
21,382 | $5,426,537 | 2.47% | |
| MSFT |
Microsoft Corp
Technology
|
11,818 | $4,374,669 | 1.99% | |
| IAU |
Ishares Gold Trust
|
42,615 | $3,756,938 | 1.71% | |
| BPRE |
Bluerock Private Real Estate Fund
Financial Services
|
202,387 | $3,361,648 | 1.53% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
15,958 | $3,323,572 | 1.51% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
19,993 | $2,924,576 | 1.33% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SLI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,200 | 20,000 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $89,400 | 20,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $67,400 | 20,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $39,200 | 20,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $26,670 | 21,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $30,660 | 21,000 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||