Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

United Advisor Group

Latest statistics and disclosures from United Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are NVDA, AAPL, AMZN, PLTR, STRV, and represent 12.72% of United Advisor Group's stock portfolio.
Added to shares of these 10 stocks: DHR (+$14M), ET, CSRE, AMZN, SYLD, OPEN, BAI, IWP, IVW, IEF.
Started 52 new stock positions in EPS, QLD, FDL, NKE, VTSI, CSRE, IWD, LCID, TMSL, DLTR.
Reduced shares in these 10 stocks: TSLA, COIN, VOO, SHOP, JPST, SMDV, NVDA, VTV, ROKU, REGL.
Sold out of its positions in CFG, CLSK, GLW, ETSY, FMC, GAME, HIVE, ITA, IFRA, KR.
United Advisor Group was a net buyer of stock by $54M.
United Advisor Group has $802M in assets under management (AUM), dropping by 7.95%.
Central Index Key (CIK): 0002004873

Tip: Access up to 7 years of quarterly data

Positions held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for United Advisor Group

United Advisor Group holds 475 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.3	$27M	-3%	142k	186.50	View chart
Apple (AAPL)	3.0	$24M		87k	271.86	View chart
Amazon Call Option (AMZN)	2.3	$19M	+16%	81k	230.82	View chart
Palantir Technologies Cl A (PLTR)	2.1	$17M	-3%	95k	177.75	View chart
Ea Series Trust Strive 500 Etf (STRV)	2.0	$16M	+3%	366k	44.09	View chart
Microsoft Corporation (MSFT)	2.0	$16M	+4%	33k	483.63	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.9	$15M		343k	43.70	View chart
Danaher Corporation Call Option (DHR)	1.7	$14M	NEW	61k	228.92	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.5	$12M	+4%	138k	89.43	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$12M	+9%	168k	69.47	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$12M	-4%	37k	313.00	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.3	$11M	+3%	121k	88.08	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$10M		387k	26.91	View chart
Spdr Series Trust State Street Spd (SPYG)	1.2	$9.8M		92k	106.70	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	1.2	$9.4M	+4%	255k	37.03	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.1	$8.9M	+3%	199k	44.97	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$8.3M		33k	252.92	View chart
Tesla Motors (TSLA)	1.0	$8.2M	-20%	18k	449.72	View chart
Meta Platforms Cl A (META)	1.0	$8.0M	+8%	12k	660.09	View chart
Etf Ser Solutions Aptus Defined (DRSK)	1.0	$7.9M	+2%	278k	28.47	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.9	$7.5M	+3%	216k	34.83	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.9	$7.4M	-3%	143k	51.60	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$7.1M		186k	38.11	View chart
United Parcel Service CL B (UPS)	0.9	$6.9M	+2%	69k	99.19	View chart
JPMorgan Chase & Co. (JPM)	0.8	$6.8M		21k	322.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$6.4M	+16%	102k	62.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$6.2M	-16%	9.8k	627.11	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.8	$6.0M	+15%	122k	49.62	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.7	$5.9M		230k	25.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$5.7M	-12%	30k	190.99	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.7	$5.5M	+9%	170k	32.49	View chart
Exxon Mobil Corporation (XOM)	0.6	$5.0M		42k	120.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$5.0M		10k	487.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$4.9M	-17%	97k	50.59	View chart
Energy Transfer Com Ut Ltd Ptn Call Option (ET)	0.6	$4.9M	+1148%	296k	16.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$4.8M	+12%	7.0k	684.98	View chart
Ares Dynamic Cr Allocation (ARDC)	0.6	$4.7M		350k	13.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$4.5M		45k	99.88	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$4.5M	+3%	67k	67.22	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.6	$4.5M	+10%	152k	29.55	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$4.4M	+4%	78k	56.81	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$4.4M	+5%	93k	47.35	View chart
Wal-Mart Stores (WMT)	0.5	$4.4M	+5%	39k	111.42	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.5	$4.4M	+4%	51k	85.12	View chart
Advanced Micro Devices (AMD)	0.5	$4.3M	-10%	20k	214.16	View chart
Duff & Phelps Global (DPG)	0.5	$4.3M	-4%	337k	12.71	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.5	$4.3M	+88%	61k	69.52	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.5	$4.2M	+9%	124k	34.15	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.5	$4.2M	+11%	82k	51.27	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.5	$4.1M	+12%	107k	38.33	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$3.8M	+24%	51k	74.07	View chart
Fs Kkr Capital Corp (FSK)	0.5	$3.6M	-12%	244k	14.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$3.6M	+13%	120k	30.07	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$3.6M	+9%	125k	28.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$3.6M	-7%	30k	120.18	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$3.6M	-22%	22k	160.97	View chart
Procter & Gamble Company (PG)	0.4	$3.5M		25k	143.31	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$3.4M	+4%	184k	18.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$3.3M	-14%	17k	198.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$3.3M	+71%	120k	27.43	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$3.2M	-19%	38k	84.22	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$3.2M		35k	91.45	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$3.1M	-4%	55k	57.25	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$3.1M	-7%	55k	57.24	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$3.0M	+19%	68k	44.50	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.4	$3.0M	+28%	78k	38.32	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.4	$3.0M	+2%	134k	22.20	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.4	$3.0M	NEW	116k	25.51	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$2.9M	+3%	49k	60.81	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.4	$2.9M	-5%	256k	11.44	View chart
Golub Capital BDC (GBDC)	0.4	$2.9M	-2%	215k	13.57	View chart
Starwood Property Trust (STWD)	0.4	$2.9M		161k	18.01	View chart
Oaktree Specialty Lending Corp (OCSL)	0.4	$2.9M	-13%	224k	12.74	View chart
Visa Com Cl A (V)	0.4	$2.8M		8.1k	350.72	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$2.8M		85k	32.62	View chart
Verizon Communications (VZ)	0.3	$2.7M	-5%	66k	40.73	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$2.7M	+42%	70k	38.22	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$2.6M	+2%	31k	82.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.6M	-2%	4.2k	614.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.6M	+123%	18k	143.97	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.5M	+20%	52k	48.32	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$2.5M	+3%	95k	26.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.4M		7.7k	313.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.3M	-3%	3.4k	682.03	View chart
Costco Wholesale Corporation (COST)	0.3	$2.3M		2.7k	862.28	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.3	$2.3M	+5%	73k	31.68	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$2.3M	+422%	69k	33.30	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.3M	+4%	11k	212.07	View chart
Pfizer (PFE)	0.3	$2.2M	+49%	89k	24.90	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.3	$2.2M	-30%	34k	66.08	View chart
Philip Morris International (PM)	0.3	$2.2M	+9%	14k	160.41	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.3	$2.2M	+100%	24k	93.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.2M	+246%	18k	123.26	View chart
Enterprise Products Partners (EPD)	0.3	$2.1M	+2%	67k	32.06	View chart
Ares Capital Corporation (ARCC)	0.3	$2.1M		106k	20.23	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.1M	+3%	42k	50.29	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.1M	+2%	39k	53.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$2.1M	+2%	6.1k	335.25	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$2.0M	+21%	20k	100.38	View chart
International Business Machines (IBM)	0.3	$2.0M		6.9k	296.22	View chart
Broadcom (AVGO)	0.3	$2.0M	+30%	5.9k	346.11	View chart
Chevron Corporation (CVX)	0.3	$2.0M	-9%	13k	152.41	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.0M	-2%	22k	89.46	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.2	$1.9M	+18%	62k	31.45	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$1.9M	-10%	81k	23.67	View chart
Opendoor Technologies (OPEN)	0.2	$1.9M	NEW	325k	5.83	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$1.9M		23k	82.48	View chart
Altria (MO)	0.2	$1.9M	+8%	32k	57.66	View chart
Johnson & Johnson (JNJ)	0.2	$1.8M	+10%	8.7k	206.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$1.8M	+276%	7.3k	246.15	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$1.8M	-6%	22k	79.84	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$1.8M	+9%	67k	26.49	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.2	$1.7M	+6%	41k	41.50	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.2	$1.7M	+8%	37k	46.13	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.7M	+21%	68k	24.37	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.6M	NEW	12k	136.94	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.6M	+7%	15k	107.11	View chart
Bank of America Corporation (BAC)	0.2	$1.6M	-3%	29k	55.00	View chart
Eli Lilly & Co. (LLY)	0.2	$1.6M	+24%	1.5k	1074.39	View chart
Commerce Bancshares (CBSH)	0.2	$1.6M	+3%	31k	52.34	View chart
McDonald's Corporation (MCD)	0.2	$1.6M		5.2k	305.60	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$1.6M		31k	50.50	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$1.6M	+14%	20k	80.22	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$1.6M	-28%	41k	38.36	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.6M	-2%	3.9k	396.31	View chart
Merck & Co (MRK)	0.2	$1.6M	+2%	15k	105.29	View chart
Micron Technology (MU)	0.2	$1.6M	-24%	5.5k	285.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.5M	+6%	3.1k	502.65	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.5M		20k	76.92	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.5M	-5%	2.7k	566.36	View chart
Progressive Corporation (PGR)	0.2	$1.5M		6.6k	227.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$1.5M	NEW	15k	96.16	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$1.5M	+5%	33k	44.47	View chart
Nebius Group Shs Class A (NBIS)	0.2	$1.5M	NEW	17k	83.70	View chart
Bristol Myers Squibb (BMY)	0.2	$1.5M	+37%	27k	53.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$1.5M	+15%	32k	46.04	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$1.4M	+15%	40k	35.33	View chart
Coca-Cola Company (KO)	0.2	$1.4M	+25%	20k	69.91	View chart
Newmont Mining Corporation (NEM)	0.2	$1.4M	+52%	14k	99.85	View chart
Goldman Sachs (GS)	0.2	$1.4M	+2%	1.6k	878.76	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.2	$1.4M	+41%	27k	51.26	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.4M	+3%	47k	29.61	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.2	$1.4M	NEW	20k	68.73	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.2	$1.4M		27k	51.31	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.4M	+6%	8.4k	162.62	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$1.4M	+26%	60k	22.64	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$1.4M	+26%	53k	25.75	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.4M		27k	50.94	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.3M	NEW	6.3k	210.33	View chart
Abbvie (ABBV)	0.2	$1.3M	+5%	5.7k	228.48	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$1.3M	-6%	27k	48.66	View chart
UnitedHealth Call Option (UNH)	0.2	$1.3M		3.8k	330.11	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.3M	+4%	11k	115.10	View chart
Annaly Capital Management In Com New (NLY)	0.2	$1.3M	-2%	56k	22.36	View chart
T Rowe Price Etf International Eq (TOUS)	0.2	$1.3M	+30%	36k	34.50	View chart
T Rowe Price Etf Total Return Etf (TOTR)	0.2	$1.2M	-7%	30k	40.76	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.2M	-29%	14k	87.16	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.2M	+100%	32k	38.56	View chart
Home Depot (HD)	0.2	$1.2M	-4%	3.5k	344.14	View chart
Cisco Systems (CSCO)	0.2	$1.2M	+4%	16k	77.03	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$1.2M		5.7k	211.79	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Call Option (IBIT)	0.1	$1.2M	-23%	23k	49.65	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	+101%	5.9k	194.92	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$1.1M	+2%	11k	106.70	View chart
At&t (T)	0.1	$1.1M		45k	24.84	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M	NEW	2.3k	473.30	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.1M	-21%	21k	53.88	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.1M	-4%	6.7k	163.32	View chart
Ishares Ethereum Tr SHS Call Option (ETHA)	0.1	$1.1M	NEW	48k	22.43	View chart
3M Company (MMM)	0.1	$1.1M	+10%	6.8k	160.11	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$1.0M		74k	13.91	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$1.0M	+9%	952.00	1069.86	View chart
Wisdomtree Tr Dynamic Intl Sml (DDLS)	0.1	$1.0M	-3%	24k	42.98	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M		5.5k	183.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.0M	+40%	42k	24.04	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.0M		12k	80.63	View chart
Netflix Call Option (NFLX)	0.1	$993k	+889%	11k	93.76	View chart
Lucid Group Com New Call Option (LCID)	0.1	$992k	NEW	94k	10.57	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$990k	-2%	8.3k	119.32	View chart
Gladstone Investment Corporation (GAIN)	0.1	$988k	-9%	71k	13.97	View chart
Southern Company (SO)	0.1	$986k	+12%	11k	87.20	View chart
Caterpillar (CAT)	0.1	$979k	+7%	1.7k	572.76	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$977k	-20%	105k	9.28	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$962k	+2%	6.3k	153.03	View chart
Coinbase Global Com Cl A Call Option (COIN)	0.1	$962k	-64%	4.3k	226.14	View chart
Ge Aerospace Com New (GE)	0.1	$960k		3.1k	308.14	View chart
Diamondback Energy (FANG)	0.1	$935k		6.2k	150.33	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$929k	+9%	26k	35.48	View chart
Quanta Services (PWR)	0.1	$926k		2.2k	422.06	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$913k	+11%	7.5k	121.75	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$901k		18k	49.85	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$901k		7.2k	125.98	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$898k	NEW	14k	64.79	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$898k	-22%	10k	86.20	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$897k		2.0k	444.59	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$888k		1.2k	753.78	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$886k	-21%	9.0k	98.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$875k	-7%	1.5k	570.74	View chart
Lockheed Martin Corporation (LMT)	0.1	$867k	+13%	1.8k	483.56	View chart
Kinder Morgan (KMI)	0.1	$866k	+2%	32k	27.49	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$865k	NEW	7.0k	124.20	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$864k	+160%	13k	64.38	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$852k	+13%	60k	14.32	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.1	$847k		8.5k	100.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$837k	-20%	8.7k	96.28	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)	0.1	$829k	+11%	21k	38.93	View chart
Copart (CPRT)	0.1	$816k	+75%	21k	39.15	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$814k	NEW	12k	70.41	View chart
Roku Com Cl A (ROKU)	0.1	$811k	-49%	7.5k	108.49	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$798k	+12%	16k	49.46	View chart
FedEx Corporation (FDX)	0.1	$793k		2.7k	288.89	View chart
Paypal Holdings Call Option (PYPL)	0.1	$791k	+20%	14k	58.38	View chart
American Tower Reit (AMT)	0.1	$787k		4.5k	175.58	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$786k	+19%	13k	58.67	View chart
Amphenol Corp Cl A (APH)	0.1	$783k	+18%	5.8k	135.16	View chart
T Rowe Price Etf Technology Etf (TTEQ)	0.1	$781k		24k	32.52	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$781k		13k	59.28	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$771k		7.4k	103.56	View chart
Walt Disney Company (DIS)	0.1	$757k	-7%	6.7k	113.77	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$753k		4.2k	177.35	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$752k	-11%	1.8k	412.88	View chart
Lowe's Companies (LOW)	0.1	$743k	-8%	3.1k	241.19	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$742k	-39%	28k	26.47	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$742k	-28%	17k	44.32	View chart
Broadridge Financial Solutions (BR)	0.1	$735k		3.3k	223.17	View chart
Applied Materials (AMAT)	0.1	$728k	-37%	2.8k	257.02	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$724k	+8%	10k	71.45	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$711k	+2%	3.1k	230.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$697k	-12%	7.4k	94.16	View chart
Block Cl A (XYZ)	0.1	$689k	-13%	11k	65.09	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.1	$681k	+3%	12k	54.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.1	$675k	+37%	14k	46.81	View chart
salesforce (CRM)	0.1	$672k	+5%	2.5k	264.92	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$668k	+2%	2.7k	250.27	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	0.1	$662k	+149%	21k	31.54	View chart
Cloudflare Cl A Com (NET)	0.1	$658k	-19%	3.3k	197.15	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$657k	-3%	5.8k	113.10	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$651k		9.5k	68.36	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$650k	+8%	2.1k	303.89	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$650k	-12%	6.8k	95.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$648k	-6%	9.8k	66.00	View chart
Pepsi (PEP)	0.1	$648k	+8%	4.5k	143.56	View chart
Thermo Fisher Scientific (TMO)	0.1	$638k	-5%	1.1k	579.45	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$632k		3.3k	191.25	View chart
Simon Property (SPG)	0.1	$627k	+5%	3.4k	185.11	View chart
Northrop Grumman Corporation (NOC)	0.1	$627k	-11%	1.1k	570.21	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$619k	+21%	19k	32.53	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$618k	+3%	5.2k	118.75	View chart
Novo-nordisk A S Adr Call Option (NVO)	0.1	$611k	NEW	12k	50.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$602k		2.7k	219.78	View chart
Kodiak Gas Svcs (KGS)	0.1	$592k		16k	37.40	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$573k	NEW	38k	15.00	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$567k		4.8k	117.53	View chart
Cintas Corporation (CTAS)	0.1	$564k		3.0k	188.07	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$563k	-31%	22k	25.17	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$562k		12k	46.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$561k	+6%	4.9k	114.50	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$559k		4.7k	117.72	View chart
Target Corporation (TGT)	0.1	$557k	-22%	5.7k	97.75	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$555k	+3%	18k	31.10	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$553k	-8%	11k	51.77	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.1	$552k	+3%	9.1k	60.88	View chart
Nextera Energy (NEE)	0.1	$550k	+25%	6.9k	80.28	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$549k	+9%	18k	31.21	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$542k		1.8k	302.11	View chart
Twilio Cl A (TWLO)	0.1	$539k	-12%	3.8k	142.24	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$537k	+2%	5.5k	97.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$532k	-3%	3.7k	143.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$524k		2.0k	257.95	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$523k		3.1k	167.94	View chart
Blackrock Tcp Cap Corp (TCPC)	0.1	$519k	-33%	95k	5.47	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$518k	+87%	1.6k	323.01	View chart
Btq Technologies Corp (BTQ)	0.1	$512k	NEW	100k	5.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$512k	-13%	3.3k	154.14	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$509k	-4%	3.3k	154.81	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$504k	+2%	5.2k	96.84	View chart
Qualcomm (QCOM)	0.1	$503k	+22%	2.9k	171.06	View chart
Dominion Resources (D)	0.1	$502k	-5%	8.6k	58.59	View chart
Amgen (AMGN)	0.1	$501k	-3%	1.5k	327.28	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$499k		16k	31.31	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$497k	-59%	15k	33.45	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$490k	-5%	6.2k	78.81	View chart
Blackrock (BLK)	0.1	$490k	+4%	458.00	1069.47	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$489k	-4%	11k	43.64	View chart
Chemed Corp Com Stk (CHE)	0.1	$487k	+6%	1.1k	427.86	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$482k	+39%	15k	32.75	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$479k		19k	24.94	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.1	$469k	-3%	11k	41.22	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$466k	+19%	11k	44.41	View chart
AFLAC Incorporated (AFL)	0.1	$464k	+104%	4.2k	110.28	View chart
Zoetis Cl A (ZTS)	0.1	$459k	-13%	3.7k	125.84	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$458k	+5%	11k	40.23	View chart
Bank of New York Mellon Corporation (BK)	0.1	$457k		3.9k	116.09	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$455k	+2%	8.9k	51.12	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$453k	+2%	18k	25.82	View chart
Boeing Company (BA)	0.1	$452k		2.1k	217.12	View chart
Intel Corporation (INTC)	0.1	$451k	+12%	12k	36.90	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$450k	+2%	6.7k	67.43	View chart
Uber Technologies Call Option (UBER)	0.1	$449k	+5%	5.5k	81.71	View chart
Viper Energy Cl A (VNOM)	0.1	$448k	+6%	12k	38.63	View chart
Synopsys (SNPS)	0.1	$448k	-9%	953.00	469.72	View chart
O'reilly Automotive (ORLY)	0.1	$442k		4.8k	91.21	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$441k	+58%	7.9k	55.58	View chart
Servicenow (NOW)	0.1	$436k	+656%	2.8k	153.19	View chart
Fifth Third Ban (FITB)	0.1	$436k	-2%	9.3k	46.81	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$431k	-14%	8.5k	50.85	View chart
Roper Industries (ROP)	0.1	$426k	-26%	957.00	445.13	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$424k		8.1k	52.41	View chart
Las Vegas Sands (LVS)	0.1	$413k	NEW	6.3k	65.09	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$404k		7.1k	56.62	View chart
Dollar Tree (DLTR)	0.1	$403k	NEW	3.3k	123.01	View chart
Abbott Laboratories (ABT)	0.1	$403k	+15%	3.2k	125.29	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$403k	+49%	4.4k	91.38	View chart
Tcg Bdc (CGBD)	0.1	$402k	-6%	32k	12.49	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$402k		12k	34.65	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$401k	+2%	3.9k	102.54	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$400k	-9%	8.0k	49.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$397k	+11%	4.3k	93.08	View chart
Booking Holdings (BKNG)	0.0	$397k	-2%	74.00	5361.49	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.0	$396k	NEW	11k	35.90	View chart
Coupang Cl A (CPNG)	0.0	$394k	+4%	17k	23.59	View chart
Vanguard World Energy Etf (VDE)	0.0	$394k	-41%	3.1k	125.91	View chart
Enbridge (ENB)	0.0	$393k	-2%	8.2k	47.83	View chart
Carvana Cl A (CVNA)	0.0	$387k		916.00	422.02	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.0	$382k	+46%	16k	24.37	View chart
Chipotle Mexican Grill (CMG)	0.0	$379k	-10%	10k	37.00	View chart
Kimberly-Clark Corporation (KMB)	0.0	$376k	NEW	3.7k	101.04	View chart
TJX Companies (TJX)	0.0	$375k	-53%	2.4k	153.58	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$373k	+2%	2.6k	141.05	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$373k	+92%	3.1k	119.42	View chart
Capital One Financial (COF)	0.0	$369k	+33%	1.5k	242.35	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$368k		24k	15.25	View chart
Old Dominion Freight Line (ODFL)	0.0	$368k	NEW	2.3k	156.80	View chart
Unilever Spon Adr New (UL)	0.0	$368k	NEW	5.6k	65.40	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$365k	-8%	1.3k	276.94	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$364k	-3%	14k	26.33	View chart
Adobe Systems Incorporated (ADBE)	0.0	$362k	-46%	1.0k	349.99	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$359k	-2%	1.2k	290.22	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$357k	+45%	13k	27.38	View chart
Doubleline Income Solutions (DSL)	0.0	$357k		32k	11.27	View chart
Emerson Electric (EMR)	0.0	$356k		2.7k	132.72	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$354k	+6%	984.00	360.13	View chart
Wells Fargo & Company (WFC)	0.0	$353k	+33%	3.8k	93.20	View chart
Texas Instruments Incorporated (TXN)	0.0	$353k		2.0k	173.47	View chart
Duke Energy Corp Com New (DUK)	0.0	$350k	+6%	3.0k	117.20	View chart
Waste Management (WM)	0.0	$348k		1.6k	219.71	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$345k	+42%	17k	20.89	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$345k	+121%	8.1k	42.69	View chart
Air Products & Chemicals (APD)	0.0	$344k	+44%	1.4k	247.02	View chart
Lam Research Corp Com New (LRCX)	0.0	$339k	NEW	2.0k	171.22	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$338k	-26%	6.2k	54.77	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$337k	+60%	6.4k	52.77	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$336k	+14%	3.2k	105.01	View chart
Dollar General (DG)	0.0	$330k	-7%	2.5k	132.77	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$328k	+6%	6.4k	50.86	View chart
Coreweave Com Cl A (CRWV)	0.0	$327k	+73%	4.6k	71.61	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$323k	-8%	2.3k	139.13	View chart
Main Street Capital Corporation (MAIN)	0.0	$323k	-31%	5.4k	60.39	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$323k	-2%	4.2k	77.68	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$322k	-4%	6.8k	47.08	View chart
Kla Corp Com New (KLAC)	0.0	$321k	-53%	264.00	1215.08	View chart
Arm Holdings Sponsored Ads (ARM)	0.0	$321k		2.9k	109.31	View chart
Howmet Aerospace (HWM)	0.0	$320k	-23%	1.6k	205.02	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.0	$317k		16k	19.53	View chart
Parker-Hannifin Corporation (PH)	0.0	$315k	+23%	358.00	878.96	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$313k		5.1k	61.13	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$313k	NEW	4.4k	70.85	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$311k	-7%	2.0k	155.15	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$308k	+12%	979.00	314.80	View chart
Chubb (CB)	0.0	$303k	-2%	970.00	312.39	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$302k	NEW	6.8k	44.71	View chart
Ge Vernova (GEV)	0.0	$301k	+16%	461.00	653.28	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$301k		4.2k	70.99	View chart
Medtronic SHS (MDT)	0.0	$299k	+9%	3.1k	96.20	View chart
Intuit (INTU)	0.0	$298k	+5%	450.00	662.57	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$297k	-2%	17k	17.67	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$296k	NEW	11k	26.68	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$294k		6.7k	44.05	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$294k	-2%	24k	12.26	View chart
Linde SHS (LIN)	0.0	$291k	+6%	682.00	426.38	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.0	$291k		8.2k	35.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$290k	+6%	3.8k	75.44	View chart
Direxion Shs Etf Tr Daily Meta Bull (METU)	0.0	$288k	NEW	9.0k	32.11	View chart
Proshares Tr Ultra Fncls New (UYG)	0.0	$288k	+4%	3.1k	91.79	View chart
Analog Devices (ADI)	0.0	$283k	+14%	1.0k	271.27	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$283k		16k	17.71	View chart
Bondbloxx Etf Trust Bondbloxx Privat (PCMM)	0.0	$282k	NEW	5.6k	50.12	View chart
Travelers Companies (TRV)	0.0	$282k		973.00	290.07	View chart
Apollo Global Mgmt (APO)	0.0	$282k	+4%	1.9k	144.76	View chart
Western Digital (WDC)	0.0	$281k	NEW	1.6k	172.27	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$279k	-17%	596.00	468.76	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$277k	+71%	22k	12.88	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$277k		3.6k	76.71	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$276k	-5%	5.9k	46.86	View chart
Cardinal Health (CAH)	0.0	$276k	NEW	1.3k	205.47	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.0	$275k	+3%	5.7k	48.61	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$274k	-31%	6.0k	46.08	View chart
Constellation Energy (CEG)	0.0	$273k	-4%	773.00	353.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$269k	-10%	3.9k	69.43	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$267k	-5%	1.4k	191.57	View chart
Sea Sponsord Ads (SE)	0.0	$267k	-43%	2.1k	127.57	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$266k	+2%	4.7k	56.96	View chart
ConocoPhillips (COP)	0.0	$263k		2.8k	93.61	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$262k	+10%	6.6k	39.45	View chart
Nike CL B (NKE)	0.0	$261k	NEW	4.1k	63.71	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.0	$259k		5.0k	51.75	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$258k	-24%	21k	12.43	View chart
Schrodinger (SDGR)	0.0	$258k	-26%	14k	17.88	View chart
Devon Energy Corporation (DVN)	0.0	$258k	NEW	7.0k	36.63	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.0	$258k		6.7k	38.70	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.0	$256k		2.0k	126.46	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$256k	-28%	331.00	772.01	View chart
Docusign (DOCU)	0.0	$255k		3.7k	68.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$254k	-9%	5.3k	47.57	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.0	$254k	-22%	5.9k	42.99	View chart
Honeywell International (HON)	0.0	$253k	+29%	1.3k	195.15	View chart
Trane Technologies SHS (TT)	0.0	$253k	-7%	649.00	389.20	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.0	$252k	+21%	8.1k	31.13	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$252k		33k	7.55	View chart
Morgan Stanley Com New (MS)	0.0	$250k	-46%	1.4k	177.52	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$249k	+19%	5.8k	42.87	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.0	$248k		6.9k	35.67	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$246k	NEW	4.2k	57.92	View chart
Stryker Corporation (SYK)	0.0	$245k	-5%	697.00	351.47	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$245k		5.9k	41.48	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$243k	+3%	2.4k	100.32	View chart
Deere & Company (DE)	0.0	$241k	+5%	518.00	465.81	View chart
Schwab Strategic Tr Government Money (SGVT)	0.0	$241k	NEW	2.4k	100.49	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.0	$241k	-15%	7.0k	34.34	View chart
Illumina (ILMN)	0.0	$239k	NEW	1.8k	131.16	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.0	$239k	NEW	8.6k	27.94	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$238k	+19%	7.4k	32.24	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$238k	-4%	3.4k	70.98	View chart
S&p Global (SPGI)	0.0	$236k	-4%	452.00	522.59	View chart
Shell Spon Ads (SHEL)	0.0	$235k	NEW	3.2k	73.48	View chart
Starbucks Corporation (SBUX)	0.0	$235k	-45%	2.8k	84.21	View chart
Proshares Tr Msci Emrg Mkts (EMDV)	0.0	$234k		5.0k	46.70	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$233k	-4%	3.1k	74.88	View chart
Cion Invt Corp (CION)	0.0	$233k		24k	9.67	View chart
Palo Alto Networks (PANW)	0.0	$233k	-38%	1.3k	184.20	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$233k		10k	23.10	View chart
T. Rowe Price (TROW)	0.0	$232k	-2%	2.3k	102.38	View chart
General Dynamics Corporation (GD)	0.0	$232k	+13%	688.00	336.66	View chart
First Tr Exchange Traded Cloud Computing (SKYY)	0.0	$231k		1.8k	130.08	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$230k		19k	11.85	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$228k	+6%	2.9k	77.88	View chart
Virtra Com Par (VTSI)	0.0	$226k	NEW	54k	4.20	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$221k	NEW	5.0k	44.34	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$219k	NEW	1.6k	136.71	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$217k		4.3k	50.58	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$217k	-24%	5.6k	39.02	View chart
Vici Pptys (VICI)	0.0	$217k		7.7k	28.12	View chart
Metropcs Communications (TMUS)	0.0	$216k	-8%	1.1k	203.04	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$212k	NEW	3.1k	69.40	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$212k	-36%	468.00	453.36	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$212k		1.4k	153.42	View chart
Hca Holdings (HCA)	0.0	$212k	NEW	453.00	466.86	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.0	$211k	-12%	1.5k	141.16	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$210k	+6%	3.0k	69.52	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$208k	NEW	2.7k	77.54	View chart
Colgate-Palmolive Company (CL)	0.0	$208k	NEW	2.6k	79.01	View chart
EOG Resources (EOG)	0.0	$207k	NEW	2.0k	105.03	View chart
New York Times Cl A (NYT)	0.0	$206k	NEW	3.0k	69.42	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$206k	-4%	737.00	279.14	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$204k	NEW	3.8k	53.15	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$188k	NEW	13k	14.14	View chart
Cleveland-cliffs (CLF)	0.0	$185k	+35%	14k	13.28	View chart
Ford Motor Company (F)	0.0	$167k	NEW	13k	13.12	View chart
Plug Power Com New Call Option (PLUG)	0.0	$167k	+31%	85k	1.97	View chart
Marathon Digital Holdings In Call Option (MARA)	0.0	$154k	-78%	17k	8.98	View chart
Archer Aviation Com Cl A Call Option (ACHR)	0.0	$39k	NEW	5.2k	7.52	View chart
Fubotv Class A Com Shs (FUBO)	0.0	$29k	-11%	12k	2.52	View chart
Bitfarms (BITF)	0.0	$29k	-87%	12k	2.35	View chart
Bitmine Immersion Tecnologie Com New Call Option (BMNR)	0.0	$5.4k	-99%	200.00	27.15	View chart
American Bitcoin Corp. Com Cl A Call Option (ABTC)	0.0	$1.0k	NEW	600.00	1.70	View chart

Past Filings by United Advisor Group

SEC 13F filings are viewable for United Advisor Group going back to 2023

United Advisor Group 2025 Q4 filed Jan. 26, 2026
United Advisor Group 2025 Q3 filed Nov. 12, 2025
United Advisor Group 2025 Q2 filed Aug. 11, 2025
United Advisor Group 2025 Q1 filed April 21, 2025
United Advisor Group 2024 Q4 filed Feb. 24, 2025
United Advisor Group 2024 Q3 filed Oct. 30, 2024
United Advisor Group 2024 Q2 filed Aug. 8, 2024
United Advisor Group 2024 Q1 filed May 14, 2024
United Advisor Group 2023 Q4 filed Feb. 16, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z