13F Filings for United Advisor Group, LLC (CIK: 2004873)
View the most recent portfolio holdings disclosed by United Advisor Group, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| NVDA - NVIDIA CORPORATION(Class: COM) | 125.70K | $19.86M | 3.43% | Increased | 7.93K (6.0%, $7.10M) |
| AAPL - APPLE INC(Class: COM) | 70.19K | $14.40M | 2.49% | Increased | 4.74K (7.0%, $136.69K) |
| DGRW - WISDOMTREE TR(Class: US QTLY DIV GRT) | 159.03K | $13.32M | 2.30% | Increased | 4.66K (3.0%, $989.14K) |
| STRV - EA SERIES TRUST(Class: STRIVE 500 ETF) | 321.12K | $12.86M | 2.22% | Increased | 32K (11.0%, $2.44M) |
| N/A - ETF SER SOLUTIONS(Class: APTUS COLLRD INV) | 306.48K | $12.69M | 2.19% | Increased | 17.55K (6.0%, $1.51M) |
| PLTR - PALANTIR TECHNOLOGIES INC(Class: CL A) | 90.17K | $12.29M | 2.13% | Increased | 3.67K (4.0%, $4.99M) |
| MSFT - MICROSOFT CORP(Class: COM) | 24.41K | $12.14M | 2.10% | Increased | 1.33K (5.0%, $3.48M) |
| AMZN - AMAZON COM INC(Class: COM) | 48.56K | $10.65M | 1.84% | Increased | 1.70K (3.0%, $1.74M) |
| RDVY - FIRST TR EXCHANGE TRADED FD(Class: RISNG DIVD ACHIV) | 147.74K | $9.27M | 1.60% | Decreased | 1.81K (1.0%, $514.35K) |
| DLN - WISDOMTREE TR(Class: US LARGECAP DIVD) | 108.54K | $8.92M | 1.54% | Decreased | 404 (0.0%, $268.56K) |
| SPYG - SPDR SERIES TRUST(Class: PRTFLO SP500 GW) | 87.38K | $8.33M | 1.44% | Increased | 17.47K (24.0%, $2.71M) |
| TDVG - T ROWE PRICE ETF INC(Class: PRICE DIV GRWT) | 185.12K | $7.85M | 1.36% | Decreased | 9.71K (4.0%, $25.98K) |
| N/A - ETF SER SOLUTIONS(Class: OPUS SML CP VL) | 213.35K | $7.70M | 1.33% | Increased | 21.05K (10.0%, $1M) |
| DON - WISDOMTREE TR(Class: US MIDCAP DIVID) | 145.26K | $7.28M | 1.26% | Increased | 1.23K (0.0%, $148.02K) |
| N/A - ETF SER SOLUTIONS(Class: APTUS DEFINED) | 243.83K | $7.01M | 1.21% | Increased | 15.48K (6.0%, $780.49K) |
| SCHX - SCHWAB STRATEGIC TR(Class: US LRG CAP ETF) | 284.91K | $6.96M | 1.20% | Increased | 69.73K (32.0%, $2.21M) |
| UPS - UNITED PARCEL SERVICE INC(Class: CL B) | 64.39K | $6.50M | 1.12% | Increased | 1.12K (1.0%, $459.20K) |
| JPST - J P MORGAN EXCHANGE TRADED F(Class: ULTRA SHRT ETF) | 115.06K | $5.83M | 1.01% | Increased | 1.66K (1.0%, $89.53K) |
| N/A - ETF SER SOLUTIONS(Class: MCELHENNY SHEFLD) | 183.57K | $5.68M | 0.98% | Increased | 122.16K (198.0%, $3.85M) |
| FSK - FS KKR CAP CORP(Class: COM) | 268.13K | $5.56M | 0.96% | Increased | 4.46K (1.0%, $39.79K) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 9.75K | $5.55M | 0.96% | Decreased | 400 (3.0%, $330.79K) |
| VTV - VANGUARD INDEX FDS(Class: VALUE ETF) | 30.71K | $5.44M | 0.94% | Increased | 10K (48.0%, $1.86M) |
| JPM - JPMORGAN CHASE CO.(Class: COM) | 17.94K | $5.20M | 0.90% | Increased | 1.17K (6.0%, $1.09M) |
| XOM - EXXON MOBIL CORP(Class: COM) | 48.16K | $5.19M | 0.90% | Increased | 1.09K (2.0%, $406.58K) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 90.16K | $5.14M | 0.89% | Increased | 47.94K (113.0%, $2.99M) |