United Advisor Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
UA United Advisor Group, LLC | Institutional Filer | ▲ 2.13% | $772.1M | 489 |
Current Portfolio Holdings
Showing all 489 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 145K | $25.3M | 3.27% |
| 2 | AAPL | Apple Inc. | Technology | 88K | $22.3M | 2.89% |
| 3 | STRV | EA SERIES TRUST | — | 379K | $15.9M | 2.06% |
| 4 | ACIO | ETF SER SOLUTIONS | — | 365K | $15.3M | 1.98% |
| 5 | PLTR | Palantir Technologies Inc. | Technology | 99K | $14.4M | 1.87% |
| 6 | DGRW | WISDOMTREE TR | — | 140K | $12.3M | 1.60% |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 174K | $11.9M | 1.54% |
| 8 | DLN | WISDOMTREE TR | — | 122K | $10.9M | 1.41% |
| 9 | GOOGL | Alphabet Inc. | Technology | 37K | $10.7M | 1.38% |
| 10 | SCHX | SCHWAB STRATEGIC TR | — | 409K | $10.5M | 1.36% |
| 11 | OSCV | ETF SER SOLUTIONS | — | 262K | $10.3M | 1.34% |
| 12 | SPYG | SPDR SERIES TRUST | — | 92K | $9.0M | 1.16% |
| 13 | TDVG | T ROWE PRICE ETF INC | — | 200K | $8.9M | 1.15% |
| 14 | DRSK | ETF SER SOLUTIONS | — | 295K | $8.1M | 1.04% |
| 15 | MSMR | ETF SER SOLUTIONS | — | 219K | $7.5M | 0.98% |
Showing 1 to 15 of 489 holdings