UNITING WEALTH PARTNERS, LLC

PrivateCIK: 2056414
Location

DENVER, CO

205
Positions
$469.71M
Total AUM (reported)
9.10M
Total Shares

Allocation by class

TOTAL AUM$469.71M205 positions
COM$186.83M39.8%
RISNG DIVD ACHIV$18.44M3.9%
APTUS COLLRD INV$13.83M2.9%
APTUS OCT BUFF E$12.66M2.7%
APTUS JULY BUFR$12.59M2.7%
FT VEST LADDERED$12.57M2.7%
COM NEW$12.13M2.6%

Portfolio Concentration

Top 328.1%4–1017.1%11–2520.4%Rest34.4%TOP 1045.2%0%100%
Top 3$132.01M28.1%
4–10$80.21M17.1%
11–25$95.77M20.4%
Rest$161.73M34.4%

Top 3 weight

28.1%

Top 10 weight

45.2%

Voting Authority Distribution

Total shares with voting rights: 9.10M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

9.10M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole205
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings205
Rows:

WALMART INC

SOLE
COM
Shares801.01K
TypeSH
Market value$99.75M
21.24%
Sole
0.00
Shared
0.00
None
801.01K

FIRST TR EXCHANGE TRADED FD

SOLE
RISNG DIVD ACHIV
Shares270K
TypeSH
Market value$18.44M
3.92%
Sole
0.00
Shared
0.00
None
270K

ETF SER SOLUTIONS

SOLE
APTUS COLLRD INV
Shares329.38K
TypeSH
Market value$13.83M
2.94%
Sole
0.00
Shared
0.00
None
329.38K

ETF SER SOLUTIONS

SOLE
APTUS OCT BUFF E
Shares505.25K
TypeSH
Market value$12.66M
2.70%
Sole
0.00
Shared
0.00
None
505.25K

ETF SER SOLUTIONS

SOLE
APTUS JULY BUFR
Shares501.50K
TypeSH
Market value$12.59M
2.68%
Sole
0.00
Shared
0.00
None
501.50K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST LADDERED
Shares372.15K
TypeSH
Market value$12.57M
2.68%
Sole
0.00
Shared
0.00
None
372.15K

ETF SER SOLUTIONS

SOLE
APTUS DEFINED
Shares425.55K
TypeSH
Market value$11.66M
2.48%
Sole
0.00
Shared
0.00
None
425.55K

NVIDIA CORPORATION

SOLE
COM
Shares62.90K
TypeSH
Market value$10.97M
2.34%
Sole
0.00
Shared
0.00
None
62.90K

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares127.44K
TypeSH
Market value$10.55M
2.25%
Sole
0.00
Shared
0.00
None
127.44K

ETF SER SOLUTIONS

SOLE
APTUS JAN BUFFER
Shares367K
TypeSH
Market value$9.21M
1.96%
Sole
0.00
Shared
0.00
None
367K

EXXON MOBIL CORP

SOLE
COM
Shares45.46K
TypeSH
Market value$7.71M
1.64%
Sole
0.00
Shared
0.00
None
45.46K

FIRST TR EXCHANGE TRADED FD

SOLE
SMID RISNG ETF
Shares183.38K
TypeSH
Market value$7.23M
1.54%
Sole
0.00
Shared
0.00
None
183.38K

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares233K
TypeSH
Market value$7.15M
1.52%
Sole
0.00
Shared
0.00
None
233K

C H ROBINSON WORLDWIDE IN

SOLE
COM NEW
Shares42.48K
TypeSH
Market value$7.08M
1.51%
Sole
0.00
Shared
0.00
None
42.48K

ETF SER SOLUTIONS

SOLE
LHA MKT ST TACTL
Shares182.96K
TypeSH
Market value$7.01M
1.49%
Sole
0.00
Shared
0.00
None
182.96K

INVESCO EXCHANGE TRADED FD T

SOLE
AEROSPACE DEFN
Shares40.98K
TypeSH
Market value$6.79M
1.45%
Sole
0.00
Shared
0.00
None
40.98K

ETF SER SOLUTIONS

SOLE
APTUS LRG CAP UP
Shares265.11K
TypeSH
Market value$6.78M
1.44%
Sole
0.00
Shared
0.00
None
265.11K

PUTNAM ETF TRUST

SOLE
FOCUSED LAR CAP
Shares136.15K
TypeSH
Market value$6.32M
1.34%
Sole
0.00
Shared
0.00
None
136.15K

FIRST TR EXCHNG TRADED FD VI

SOLE
FT VEST US EQT
Shares194.26K
TypeSH
Market value$5.98M
1.27%
Sole
0.00
Shared
0.00
None
194.26K

VANECK ETF TRUST

SOLE
GOLD MINERS ETF
Shares64.30K
TypeSH
Market value$5.90M
1.26%
Sole
0.00
Shared
0.00
None
64.30K

SPDR SERIES TRUST

SOLE
STATE STREET SPD
Shares76.31K
TypeSH
Market value$5.84M
1.24%
Sole
0.00
Shared
0.00
None
76.31K

FIRST TR EXCHANGE-TRADED FD

SOLE
STRUCTURED CR IN
Shares271.91K
TypeSH
Market value$5.61M
1.19%
Sole
0.00
Shared
0.00
None
271.91K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P MDCP MOMNTUM
Shares38.52K
TypeSH
Market value$5.59M
1.19%
Sole
0.00
Shared
0.00
None
38.52K

APPLE INC

SOLE
COM
Shares21.38K
TypeSH
Market value$5.43M
1.16%
Sole
0.00
Shared
0.00
None
21.38K

J P MORGAN EXCHANGE TRADED F

SOLE
MUNICIPAL ETF
Shares107.16K
TypeSH
Market value$5.36M
1.14%
Sole
0.00
Shared
0.00
None
107.16K
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