Uniting-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACAD",
  "GDX",
  "RJF",
  "MU",
  "ACN",
  null,
  null,
  null,
  "T",
  "ADX",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "CSQ",
  "UTF",
  "DUK",
  "EIM",
  "SLI",
  "GD",
  "GIS",
  "HD",
  null,
  "FTF",
  null,
  "GOF",
  "META",
  null,
  "IIM",
  null,
  "IJH",
  null,
  "SA",
  "NBH",
  "PMF",
  "NUW",
  null,
  "BFK",
  "MPC",
  "MA",
  "MSFT",
  "EQT",
  "GE",
  "HES",
  "OXY",
  "BX",
  "KKR",
  "MMU",
  null,
  "PANW",
  "AAPL",
  "SPY",
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "VZ",
  "MDB",
  "ROK",
  "NOW",
  "SHOP",
  "RTX",
  "BP",
  "RSG",
  "IBM",
  "TWLO",
  "TSN",
  "UBER",
  null,
  "VIG",
  "ULTA",
  null,
  "HUMA",
  "ADSK",
  "F",
  null,
  "AMZN",
  "NEA",
  null,
  "V",
  "WMT",
  "ET",
  "NZF",
  "SO",
  "TTD",
  "PB",
  "PSX",
  "CRM",
  null,
  "SHAK",
  "MCK",
  "PAYC",
  "BRK-B",
  "MHD",
  "CVX",
  "CLH",
  "KO",
  "COP",
  "CRK",
  "CRWD",
  "NEE",
  "EPD",
  "GOOG",
  "XOM",
  "TSLA",
  "PM",
  "MO",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 108
Total Value: 199543097
Accession Number: 0001951757-25-000447
Form Type: 13F-HR
CIK: uniting-wealth-partners
Manager Name: Uniting-Wealth-Partners

Data Enrichment

85% identified

92 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

108 positions • $199.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464285204

Shares:23.7K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$199.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$199.5M)

74348A467

Shares:13.0K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$199.5M)

HESS CORP

HES|42809H107

Shares:8.0K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$199.5M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:4.7K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$199.5M)

Mastercard Inc

MA|57636Q104

Shares:2.1K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$199.5M)

Philip Morris International Inc.

PM|718172109

Shares:6.2K

Value:$984.7K

% of Portfolio:0.5% ($984.7K/$199.5M)

KKR & Co. Inc.

KKR|48251W104

Shares:8.3K

Value:$959.6K

% of Portfolio:0.5% ($959.6K/$199.5M)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:6.6K

Value:$917.6K

% of Portfolio:0.5% ($917.6K/$199.5M)

CHEVRON CORP

CVX|166764100

Shares:5.5K

Value:$913.3K

% of Portfolio:0.5% ($913.3K/$199.5M)

Nuveen AMT-Free Quality Municipal Income Fund

NEA|670657105

Shares:70.2K

Value:$786.2K

% of Portfolio:0.4% ($786.2K/$199.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:3.1K

Value:$771.5K

% of Portfolio:0.4% ($771.5K/$199.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:10.4K

Value:$736.1K

% of Portfolio:0.4% ($736.1K/$199.5M)

Eaton Vance Municipal Bond Fund

EIM|27827X101

Shares:68.9K

Value:$686.7K

% of Portfolio:0.3% ($686.7K/$199.5M)

PFIZER INC

PFE|717081103

Shares:25.8K

Value:$654.9K

% of Portfolio:0.3% ($654.9K/$199.5M)

CLEAN HARBORS INC

CLH|184496107

Shares:3.3K

Value:$650.4K

% of Portfolio:0.3% ($650.4K/$199.5M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:1.8K

Value:$617.0K

% of Portfolio:0.3% ($617.0K/$199.5M)

33738R506

Shares:10.5K

Value:$615.2K

% of Portfolio:0.3% ($615.2K/$199.5M)

Alphabet Inc.

GOOG|02079K107

Shares:3.9K

Value:$613.2K

% of Portfolio:0.3% ($613.2K/$199.5M)

AT&T INC.

T|00206R102

Shares:20.8K

Value:$589.5K

% of Portfolio:0.3% ($589.5K/$199.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464285204)✕	23.7K	QoQ NEW(+23.7K) YoY-	All Managers (Combined)	$1.4M	0.7% ($1.4M/$199.5M)	QoQ NEW(+$1.4M) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.5K	QoQ +0.84% (+21) YoY-	All Managers (Combined)	$1.3M	0.7% ($1.3M/$199.5M)	QoQ +18.48% (+$209.2K) YoY-
(cusip74348A467)✕	13.0K	QoQ +170.89% (+8.2K) YoY-	All Managers (Combined)	$1.3M	0.7% ($1.3M/$199.5M)	QoQ +178.04% (+$852.1K) YoY-
HESS CORP(HEScusip42809H107)	8.0K	QoQ +3.22% (+250) YoY-	All Managers (Combined)	$1.3M	0.6% ($1.3M/$199.5M)	QoQ +23.96% (+$247.0K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	4.7K	QoQ -0.10% (-5) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$199.5M)	QoQ +12.99% (-$135.1K) YoY-
Mastercard Inc(MAcusip57636Q104)	2.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.2M	0.6% ($1.2M/$199.5M)	QoQ +4.09% (+$45.9K) YoY-
Philip Morris International Inc.(PMcusip718172109)	6.2K	QoQ +3.34% (+201) YoY-	All Managers (Combined)	$984.7K	0.5% ($984.7K/$199.5M)	QoQ +36.31% (+$262.3K) YoY-
KKR & Co. Inc.(KKRcusip48251W104)	8.3K	QoQ NEW(+8.3K) YoY-	All Managers (Combined)	$959.6K	0.5% ($959.6K/$199.5M)	QoQ NEW(+$959.6K) YoY-
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	6.6K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$917.6K	0.5% ($917.6K/$199.5M)	QoQ -10.57% (-$108.5K) YoY-
CHEVRON CORP(CVXcusip166764100)	5.5K	QoQ -0.01% (-1) YoY-	All Managers (Combined)	$913.3K	0.5% ($913.3K/$199.5M)	QoQ +15.47% (-$122.4K) YoY-
Nuveen AMT-Free Quality Municipal Income Fund(NEAcusip670657105)	70.2K	QoQ +415.04% (+56.6K) YoY-	All Managers (Combined)	$786.2K	0.4% ($786.2K/$199.5M)	QoQ +411.38% (+$632.5K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	3.1K	QoQ +2.87% (+88) YoY-	All Managers (Combined)	$771.5K	0.4% ($771.5K/$199.5M)	QoQ +5.27% (+$38.7K) YoY-
NEXTERA ENERGY INC(NEEcusip65339F101)	10.4K	QoQ -4.15% (-450) YoY-	All Managers (Combined)	$736.1K	0.4% ($736.1K/$199.5M)	QoQ -5.22% (-$40.6K) YoY-
Eaton Vance Municipal Bond Fund(EIMcusip27827X101)	68.9K	QoQ NEW(+68.9K) YoY-	All Managers (Combined)	$686.7K	0.3% ($686.7K/$199.5M)	QoQ NEW(+$686.7K) YoY-
PFIZER INC(PFEcusip717081103)	25.8K	QoQ -5.46% (-1.5K) YoY-	All Managers (Combined)	$654.9K	0.3% ($654.9K/$199.5M)	QoQ -9.70% (-$70.4K) YoY-
CLEAN HARBORS INC(CLHcusip184496107)	3.3K	QoQ -22.35% (-950) YoY-	All Managers (Combined)	$650.4K	0.3% ($650.4K/$199.5M)	QoQ -33.50% (-$327.7K) YoY-
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	1.8K	QoQ +6.06% (+100) YoY-	All Managers (Combined)	$617.0K	0.3% ($617.0K/$199.5M)	QoQ +9.29% (+$52.5K) YoY-
(cusip33738R506)✕	10.5K	QoQ +175.82% (+6.7K) YoY-	All Managers (Combined)	$615.2K	0.3% ($615.2K/$199.5M)	QoQ +173.02% (+$389.9K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	3.9K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$613.2K	0.3% ($613.2K/$199.5M)	QoQ -17.96% (-$134.3K) YoY-
AT&T INC.(Tcusip00206R102)	20.8K	QoQ -0.80% (-170) YoY-	All Managers (Combined)	$589.5K	0.3% ($589.5K/$199.5M)	QoQ +23.19% (-$111.0K) YoY-