Titelia

Holdings of Uniting Wealth Partners, LLC

178 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 51.7 % of the equity sleeve

Sector breakdown

  • Consumer staples 26.1 %
  • Technology 8.7 %
  • Industrials 3.5 %
  • Energy 3.2 %
  • Financials 2.8 %
  • Funds 1.9 %
  • Consumer discretionary 1.7 %
  • Communication 1.4 %
  • Health care 1.3 %
  • Utilities 0.4 %
  • Materials 0.1 %
  • Unattributed 48.9 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • TW 0.3 %
  • GB 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US176401.2M $99.55 %
2TW11.3M $0.33 %
3GB1492.7K $0.12 %

Positions

RankCompanySharesValueWeight
1Walmart Inc 801,01599.7M $
2First Trust Rising Dividend Achievers ETF 269,99718.4M $
3ETF Series Solutions 329,38513.8M $
4Aptus October Buffer ETF 505,24912.7M $
5Aptus July Buffer ETF 501,49712.6M $
6FT Vest Laddered Buffer ETF 372,15212.6M $
7NVIDIA Corp 62,90211M $
8Vanguard Intermediate-Term Corporate Bond ETF 127,44110.5M $
9Aptus January Buffer ETF 367,0039.2M $
10Exxon Mobil Corp 45,4587.7M $
11First Trust SMID Cap Rising Dividend Achievers ETF 183,3817.2M $
12Schwab US Dividend Equity ETF 233,0037.1M $
13CH Robinson Worldwide Inc 42,4857.1M $
14INVESCO AEROSPACE & DEFEN 40,9796.8M $
15Putnam Focused Large Cap Value ETF 136,1546.3M $
16VanEck Gold Miners ETF/USA 64,3005.9M $
17SPDR Series Trust 76,3095.8M $
18First Trust Exchange-Traded Fund IV 271,9115.6M $
19Invesco S&P MidCap Momentum ET 38,5175.6M $
20Apple Inc 21,3825.4M $
21Schwab Strategic Trust 178,7525.2M $
22First Trust Exchange-Traded Fund III 289,6005.1M $
23ProShares Trust 42,3014.5M $
24First Trust WCM International Equity ETF 266,2644.5M $
25Microsoft Corp 11,8184.4M $
26Ishares Gold Trust 42,6153.8M $
27Bluerock Total Incom 202,3873.4M $
28Amazon.com Inc 15,9583.3M $
29Palantir Technologies Inc 19,9932.9M $
30Freedom 100 Emerging Markets E 53,2832.9M $
31Coca-Cola Co/The 34,8582.7M $
32Applied Digital Corp 107,2042.5M $
33Vanguard S&P 500 ETF 4,1902.5M $
34iShares Core S&P Small-Cap ETF 16,5072.1M $
35Micron Technology Inc 6,0532M $
36American Century ETF Trust 17,1541.9M $
37Alphabet Inc 5,8841.7M $
38Tesla Inc 4,3651.6M $
39JPMorgan Chase & Co 5,2791.6M $
40Broadcom Inc 4,7081.5M $
41Johnson & Johnson 5,8171.4M $
42KKR & Co Inc 15,3001.4M $
43Mastercard Inc 2,8311.4M $
44Global X US Infrastructure Development ETF 27,4361.4M $
45Blackstone Inc 12,0561.4M $
46Chevron Corp 6,6101.4M $
47Taiwan Semiconductor Manufacturing Co Ltd 3,9011.3M $
48iShares Trust 9,4531.3M $
49Franklin Templeton ETF Trust 52,6431.3M $
50International Business Machines Corp. 5,3271.3M $
51Meta Platforms Inc 2,2101.3M $
52ProShares Trust 28,0001.2M $
53Oracle Corp 7,6761.1M $
54Berkshire Hathaway Inc 2,2861.1M $
55First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 6,6881.1M $
56Alphabet Inc 3,6101M $
57Philip Morris International Inc. 6,0931M $
58CoreWeave Inc 12,805992K $
59NextEra Energy Inc 10,562981K $
60Caterpillar Inc 1,351957.1K $
61General Electric Co 3,217914.2K $
62Raymond James Financial Inc 6,006869.6K $
63OGE Energy Corp 17,765852K $
64Occidental Petroleum Corp 12,600822.2K $
65Home Depot Inc/The 2,468811.7K $
66ConocoPhillips 6,024795.2K $
67NUVEEN INSD TAX-FREE ADVANTAGE MUN FD 70,114792.2K $
68First Trust Exchange-Traded Fund VIII 18,680792K $
69Visa Inc 2,615790.4K $
70GE Vernova Inc 901787.3K $
71Trinity Capital Inc 52,000764.9K $
72RTX Corp 3,879748.2K $
73Eaton Vance Municipal Bond Fund 76,170744.2K $
74Eli Lilly & Co 795731.4K $
75Intuitive Surgical Inc 1,564721K $
76Palo Alto Networks Inc 4,453713.9K $
77Advanced Micro Devices Inc 3,390689.6K $
78AT&T Inc 22,597655.1K $
79Ares Management Corp 6,000654.6K $
80ServiceNow Inc 6,257654.2K $
81BLACKROCK MUNIHOLDINGS FD INC 56,465640.3K $
82Paychex Inc 6,752621.9K $
83General Dynamics Corp 1,787613.3K $
84Altria Group, Inc. 8,953600.3K $
85Rockwell Automation Inc 1,658595K $
86Marathon Petroleum Corp 2,400586K $
87McKesson Corp 673582.9K $
88AbbVie Inc 2,613568.3K $
89iShares Trust 1,574561.2K $
90ONEOK Inc 6,156556.4K $
91VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 2,521542.2K $
92iShares Core S&P Mid-Cap ETF 7,537509K $
93iShares Short-Term National Muni Bond ETF 4,685499K $
94SPDR Series Trust 10,950496.5K $
95BP PLC 10,484492.7K $
96Sherwin-Williams Co/The 1,536492.4K $
97Merck & Co Inc 4,056491.3K $
98State Street SPDR S&P 500 ETF Trust 718468.2K $
99Energy Transfer LP 23,892461.1K $
100Phillips 66 2,458447.8K $