• 13F History

Uniting Wealth Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$207M
Signature - Title
Kristine Harrell - Chief Compliance Officer
Location
Mission, KS
Summary
This page shows a list of all the recent 13F filings made by Uniting Wealth Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Uniting Wealth Partners, LLC reported 110 stock holdings with total value $207M as of Q4 2024. Top holdings included WMT, RSPU, NVDA, PPA, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 110 $207M $0 $0 WMT, RSPU, NVDA, PPA, MSFT 13F-HR 2/12/2025, 05:20 PM