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 AAPL, NVDA, AMZN, DGRW, MSFT, and represent 14.45% of United Advisor Group's stock portfolio.
Added to shares of these 10 stocks: AMZN, AAPL, GOOGL, SHOP, MSFT, META, AMD, MGK, NVDA, DGRW.
Started 99 new stock positions in DUK, KLAC, SE, SDVY, HOOD, ABT, XLY, IWL, HWM, IUSV.
Reduced shares in these 10 stocks: SCHX, VEA, AFT, DMAR, FMAR, ADBE, WFC, SCHG, QMAR, VWO.
Sold out of its positions in AFT, ADSK, YMAR, QMAR, FMAR, DMAR, INTU, ILCG, SHY, IWB. SEIQ, UAL, VFQY, VV, WFC, AON, APTV.
United Advisor Group was a net buyer of stock by $106M.
United Advisor Group has $443M in assets under management (AUM), dropping by 37.53%.
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 342 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.6	$16M	+32%	68k	233.00	View chart
NVIDIA Corporation (NVDA)	3.4	$15M	+15%	123k	121.44	View chart
Amazon (AMZN)	2.6	$11M	+52%	61k	186.33	View chart
Wisdomtree Us Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)	2.5	$11M	+21%	134k	83.21	View chart
Microsoft Corporation (MSFT)	2.4	$11M	+38%	25k	430.30	View chart
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)	2.1	$9.3M	+18%	233k	39.74	View chart
United Parcel Service Inc Cl B CL B (UPS)	1.9	$8.4M	+2%	62k	136.34	View chart
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)	1.8	$7.9M	+8%	134k	59.21	View chart
T Rowe Price Dividend Growth Etf Price Div Grwt (TDVG)	1.7	$7.4M	+13%	181k	40.96	View chart
Wisdomtree Us Largecap Dividend Fund Us Largecap Divd (DLN)	1.6	$7.2M	+17%	92k	78.56	View chart
Strive 500 Etf Strive 500 Etf (STRV)	1.5	$6.8M	+12%	186k	36.84	View chart
Wisdomtree Us Midcap Dividend Fund Us Midcap Divid (DON)	1.4	$6.3M	+12%	124k	51.13	View chart
Exxon Mobil Corporation (XOM)	1.4	$6.0M	+15%	51k	117.22	View chart
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)	1.3	$5.8M	+150%	35k	165.85	View chart
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)	1.3	$5.6M	+18%	151k	37.45	View chart
Jpmorgan Ultrashort Income Etf Ultra Shrt Etf (JPST)	1.3	$5.6M	+13%	110k	50.74	View chart
Meta Platforms Inc Cl A Cl A (META)	1.2	$5.2M	+128%	9.1k	572.46	View chart
Fs Kkr Capital Corp (FSK)	1.2	$5.1M		260k	19.73	View chart
Aptus Defined Risk Etf Aptus Defined (DRSK)	1.1	$5.0M	+27%	178k	28.30	View chart
Ares Dynamic Cr Allocation (ARDC)	1.1	$4.7M		310k	15.28	View chart
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)	1.0	$4.3M	-36%	64k	67.85	View chart
JPMorgan Chase & Co. (JPM)	0.9	$3.9M	+27%	18k	210.86	View chart
Duff & Phelps Global (DPG)	0.9	$3.9M		329k	11.74	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.9	$3.8M	+17%	101k	37.20	View chart
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI)	0.8	$3.7M	+7%	117k	31.78	View chart
Procter & Gamble Company (PG)	0.8	$3.6M	+60%	21k	173.20	View chart
Wisdomtree Us Smallcap Quality Dividend Growth Fund Us S Cap Qty Div (DGRS)	0.8	$3.6M	+27%	70k	51.53	View chart
Aptus Enhanced Yield Etf Aptus Enhanced (JUCY)	0.8	$3.4M		148k	23.21	View chart
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)	0.8	$3.4M	+28%	70k	48.24	View chart
Spdr Portfolio Sp 500 Growth Etf Prtflo Sp500 Gw (SPYG)	0.8	$3.4M		41k	82.94	View chart
Proshares Sp Midcap 400 Dividend Aristocrats Etf Sp Mdcp 400 Div (REGL)	0.7	$3.3M	+16%	40k	81.78	View chart
Midcap Financial Invstmnt Corp Com New (MFIC)	0.7	$3.3M	+24%	243k	13.39	View chart
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)	0.7	$3.2M	-7%	18k	179.30	View chart
Shopify Inc Cl A Cl A (SHOP)	0.7	$3.2M	NEW	40k	80.14	View chart
Vanguard Sp 500 Etf Sp 500 Etf Shs (VOO)	0.7	$3.1M	+37%	5.9k	527.70	View chart
Tesla Motors (TSLA)	0.6	$2.9M	+35%	11k	261.63	View chart
Cambria Foreign Shareholder Yield Etf Cambria Fgn Shr (FYLD)	0.6	$2.9M	+31%	103k	27.85	View chart
Proshares Russell 2000 Dividend Growers Etf Russ 2000 Divd (SMDV)	0.6	$2.9M	+16%	41k	69.26	View chart
Advanced Micro Devices (AMD)	0.6	$2.9M	+803%	17k	164.08	View chart
Golub Capital BDC (GBDC)	0.6	$2.8M	+6%	184k	15.11	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Itl Hdg Qtly Div (IHDG)	0.6	$2.7M	+21%	59k	45.70	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.6	$2.7M	+16%	13k	200.85	View chart
Starwood Property Trust (STWD)	0.6	$2.6M	+5%	127k	20.38	View chart
Aptus International Enhanced Yield Aptus Int Enh Yl (IDUB)	0.6	$2.6M	+29%	118k	21.79	View chart
Oaktree Specialty Lending Corp (OCSL)	0.6	$2.5M	+14%	156k	16.31	View chart
Wal-Mart Stores (WMT)	0.6	$2.5M	+15%	31k	80.75	View chart
First Trust Preferred Securities Income Etf Pfd Secs Inc Etf (FPE)	0.6	$2.5M	+21%	139k	18.10	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.6	$2.5M	+2%	6.5k	383.93	View chart
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)	0.6	$2.5M	+15%	24k	101.27	View chart
Ishares Core Sp 500 Etf Core Sp500 Etf (IVV)	0.6	$2.5M	+154%	4.3k	576.82	View chart
Invesco Qqq Trust Series I Unit Ser 1 (QQQ)	0.5	$2.3M	+4%	4.8k	488.03	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Emg Mkts Smcap (DGS)	0.5	$2.3M	+19%	43k	53.70	View chart
Vanguard Value Etf Value Etf (VTV)	0.5	$2.2M	+9%	13k	174.57	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.5	$2.2M	-30%	41k	52.81	View chart
Ares Capital Corporation (ARCC)	0.5	$2.1M	+14%	102k	20.94	View chart
Spdr Sp 500 Etf Trust Tr Unit (SPY)	0.5	$2.1M	+17%	3.7k	573.70	View chart
Verizon Communications (VZ)	0.5	$2.1M	+31%	47k	44.91	View chart
Cambria Emerging Shareholder Yield Etf Emrg Sharehldr (EYLD)	0.5	$2.1M	+31%	59k	34.60	View chart
Vanguard Mega Cap Growth Etf Mega Grwth Ind (MGK)	0.5	$2.1M	NEW	6.4k	321.95	View chart
Enterprise Products Partners (EPD)	0.4	$1.9M		67k	29.11	View chart
Costco Wholesale Corporation (COST)	0.4	$1.9M	+42%	2.1k	886.52	View chart
Goldman Sachs Bdc SHS (GSBD)	0.4	$1.8M	+3%	132k	13.76	View chart
Commerce Bancshares (CBSH)	0.4	$1.8M		31k	59.40	View chart
Technology Select Sector Spdr Fund Technology (XLK)	0.4	$1.7M	+145%	7.7k	225.76	View chart
Block Inc Cl A Cl A (SQ)	0.4	$1.7M	NEW	26k	67.13	View chart
Ishares Sp 500 Value Etf Sp 500 Val Etf (IVE)	0.4	$1.7M	-2%	8.7k	197.17	View chart
Ishares 20 Year Treasury Bond Etf 20 Yr Tr Bd Etf (TLT)	0.4	$1.6M	+306%	17k	98.10	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.4	$1.6M	+35%	27k	59.51	View chart
First Trust Tcw Unconstrained Plus Bond Etf Tcw Unconstrai (UCON)	0.4	$1.6M		65k	25.13	View chart
Wisdomtree Emerging Markets Quality Dividend Growth Fund Em Mkts Qtly Div (DGRE)	0.3	$1.5M	+19%	56k	27.75	View chart
Visa Inc Com Cl A Com Cl A (V)	0.3	$1.5M	+39%	5.6k	274.95	View chart
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.3	$1.5M	NEW	12k	128.28	View chart
Jpmorgan Municipal Etf Municipal Etf (JMUB)	0.3	$1.5M	+3%	30k	51.27	View chart
Goldman Sachs Equal Weight Us Large Cap Equity Etf Equal Weight Us (GSEW)	0.3	$1.5M	+23%	19k	77.48	View chart
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)	0.3	$1.5M	+32%	17k	84.53	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.3	$1.4M	+45%	5.0k	283.17	View chart
Altria (MO)	0.3	$1.4M	+15%	28k	51.04	View chart
Ishares Msci Emerging Markets Ex China Etf Msci Emrg Chn (EMXC)	0.3	$1.4M	+4%	23k	61.11	View chart
Philip Morris International (PM)	0.3	$1.4M	+9%	11k	121.40	View chart
Progressive Corporation (PGR)	0.3	$1.4M	+10%	5.4k	253.76	View chart
Blackrock Tcp Cap Corp (TCPC)	0.3	$1.3M		163k	8.29	View chart
Wisdomtree Us Smallcap Dividend Fund Us Smallcap Divd (DES)	0.3	$1.3M		39k	34.49	View chart
Robinhood Mkts Inc Com Cl A Com Cl A (HOOD)	0.3	$1.3M	NEW	57k	23.42	View chart
First Trust Tcw Opportunistic Fixed Income Etf Tcw Opportunis (FIXD)	0.3	$1.3M	+6%	30k	45.24	View chart
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)	0.3	$1.3M	+59%	14k	96.95	View chart
Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)	0.3	$1.3M	+82%	6.5k	200.78	View chart
Pfizer (PFE)	0.3	$1.3M	+356%	45k	28.94	View chart
International Business Machines (IBM)	0.3	$1.3M	+89%	5.9k	221.08	View chart
Bain Cap Specialty Fin Inc Com Stk Com Stk (BCSF)	0.3	$1.3M	+4%	77k	16.60	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Smid Risng Etf (SDVY)	0.3	$1.2M	NEW	34k	36.38	View chart
Home Depot (HD)	0.3	$1.2M	+12%	2.9k	405.20	View chart
Intuitive Surgical Com New (ISRG)	0.3	$1.2M	+3%	2.4k	491.27	View chart
Annaly Capital Management Com New (NLY)	0.3	$1.2M	+3%	59k	20.07	View chart
UnitedHealth (UNH)	0.3	$1.1M	+62%	2.0k	584.68	View chart
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)	0.3	$1.1M	+78%	14k	78.05	View chart
Bristol Myers Squibb (BMY)	0.3	$1.1M	+112%	21k	51.74	View chart
Cloudflare Inc Cl A Cl A Com (NET)	0.2	$1.1M	NEW	14k	80.89	View chart
Target Corporation (TGT)	0.2	$1.1M	+3%	6.9k	155.86	View chart
Roku Inc Com Cl A Com Cl A (ROKU)	0.2	$1.1M	NEW	14k	74.66	View chart
Adobe Systems Incorporated (ADBE)	0.2	$1.1M	-30%	2.0k	517.78	View chart
Ark Innovation Etf Innovation Etf (ARKK)	0.2	$1.1M	-2%	22k	47.53	View chart
Starbucks Corporation (SBUX)	0.2	$1.0M	+94%	10k	97.49	View chart
Gladstone Investment Corporation (GAIN)	0.2	$1.0M		70k	14.45	View chart
Jpmorgan Ultra Short Municipal Income Etf Ultra Sht Muncpl (JMST)	0.2	$1.0M	+14%	20k	50.94	View chart
Berkshire Hathaway Inc Del Cl B Cl B New (BRK.B)	0.2	$1.0M	+8%	2.2k	460.26	View chart
Twilio Inc Cl A Cl A (TWLO)	0.2	$998k	NEW	15k	65.22	View chart
Columbia Em Core Exchina Etf Em Core Ex Etf (XCEM)	0.2	$984k	+10%	30k	32.67	View chart
Ishares Us Equity Factor Rotation Active Etf Us Eqt Factor (DYNF)	0.2	$964k	+12%	20k	49.47	View chart
FedEx Corporation (FDX)	0.2	$939k		3.4k	273.68	View chart
Aptus Drawdown Managed Equity Etf Aptus Drawdown (ADME)	0.2	$931k	+15%	20k	46.20	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Usd Inv Grde Etf (USIG)	0.2	$913k	NEW	17k	52.58	View chart
Chevron Corporation (CVX)	0.2	$903k	+26%	6.1k	147.27	View chart
Johnson & Johnson (JNJ)	0.2	$902k	+18%	5.6k	162.06	View chart
Lowe's Companies (LOW)	0.2	$898k		3.3k	270.85	View chart
Merck & Co (MRK)	0.2	$888k	+109%	7.8k	113.56	View chart
3M Company (MMM)	0.2	$882k	+4%	6.5k	136.70	View chart
Zoetis Inc Cl A Cl A (ZTS)	0.2	$874k	+13%	4.5k	195.38	View chart
Abbvie (ABBV)	0.2	$865k	+89%	4.4k	197.50	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.2	$858k	-31%	18k	47.85	View chart
Spdr Portfolio Sp 500 Etf Portfolio Sp500 (SPLG)	0.2	$850k	+81%	13k	67.51	View chart
McDonald's Corporation (MCD)	0.2	$846k	+11%	2.8k	304.52	View chart
First Trust Mid Cap Core Alphadex Fund Com Shs (FNX)	0.2	$839k		7.2k	117.14	View chart
Broadcom (AVGO)	0.2	$826k	+1641%	4.8k	172.50	View chart
Alphabet Inc Cap Stk Cl C Cap Stk Cl C (GOOG)	0.2	$821k	+50%	4.9k	167.20	View chart
Paypal Holdings (PYPL)	0.2	$810k	NEW	10k	78.03	View chart
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)	0.2	$787k	+216%	14k	57.41	View chart
Bank of America Corporation (BAC)	0.2	$781k	+95%	20k	39.68	View chart
At&t (T)	0.2	$778k	+22%	35k	22.00	View chart
Health Care Select Sector Spdr Fund Sbi Healthcare (XLV)	0.2	$777k	NEW	5.0k	154.03	View chart
Neuberger Berman Option Strategy Etf Opt Strategy Etf (NBOS)	0.2	$775k	NEW	29k	26.35	View chart
Lockheed Martin Corporation (LMT)	0.2	$761k		1.3k	584.38	View chart
Micron Technology (MU)	0.2	$753k	NEW	7.3k	103.71	View chart
American Tower Reit (AMT)	0.2	$722k	+8%	3.1k	232.55	View chart
Ishares Core Msci International Developed Markets Etf Core Msci Intl (IDEV)	0.2	$722k	+67%	10k	70.83	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.2	$721k	-2%	16k	45.49	View chart
Ishares Us Treasury Bond Etf Us Treas Bd Etf (GOVT)	0.2	$719k	NEW	31k	23.45	View chart
Ishares 03 Month Treasury Bond Etf 03 Mnth Treasry (SGOV)	0.2	$709k	+185%	7.0k	100.72	View chart
Ishares Mbs Etf Mbs Etf (MBB)	0.2	$701k	NEW	7.3k	95.81	View chart
Goldman Sachs (GS)	0.2	$694k	+14%	1.4k	495.11	View chart
Ishares Msci Usa Momentum Factor Etf Msci Usa Mmentm (MTUM)	0.2	$694k	+141%	3.4k	202.74	View chart
Coca-Cola Company (KO)	0.2	$693k	+35%	9.6k	71.86	View chart
Vanguard Us Momentum Factor Etf Us Momentum (VFMO)	0.2	$678k	+30%	4.2k	160.95	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$674k	-8%	4.4k	153.13	View chart
Vanguard Tax Exempt Bond Etf Tax Exempt Bd (VTEB)	0.2	$671k	-19%	13k	51.12	View chart
Vanguard Total International Bond Etf Total Int Bd Etf (BNDX)	0.2	$668k	+10%	13k	50.28	View chart
Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)	0.1	$652k	-6%	8.7k	75.11	View chart
Vanguard Midcap Value Etf Mcap Vl Idxvip (VOE)	0.1	$650k	NEW	3.9k	167.67	View chart
Ishares Core Sp Midcap Etf Core Sp Mcp Etf (IJH)	0.1	$647k	+74%	10k	62.32	View chart
Ishares Msci Usa Min Vol Factor Etf Msci Usa Min Vol (USMV)	0.1	$645k	NEW	7.1k	91.31	View chart
First Trust Nasdaq Clean Edge Smart Grid Infrastructure Index Nasdq Cln Edge (GRID)	0.1	$636k	+22%	5.0k	127.25	View chart
Cincinnati Financial Corporation (CINF)	0.1	$635k		4.7k	136.12	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$631k	NEW	5.9k	106.12	View chart
Oracle Corporation (ORCL)	0.1	$610k	NEW	3.6k	170.40	View chart
Sterling Capital Focus Equity Etf Sterling Capital (LCG)	0.1	$602k	NEW	21k	28.81	View chart
Doubleline Income Solutions (DSL)	0.1	$601k	+3%	46k	12.98	View chart
Netflix (NFLX)	0.1	$595k	+23%	839.00	709.27	View chart
Bank of New York Mellon Corporation (BK)	0.1	$595k	NEW	8.3k	71.86	View chart
Quadratic Interest Rate Volatility Inflation Hedge Etf Quadrtc Int Rt (IVOL)	0.1	$594k	NEW	31k	19.25	View chart
Cambria Shareholder Yield Etf Shshld Yield Etf (SYLD)	0.1	$592k	+152%	8.2k	72.37	View chart
Medtronic SHS (MDT)	0.1	$586k	+48%	6.5k	90.03	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$577k	+68%	549.00	1051.24	View chart
Amplify Cwp Enhanced Dividend Income Etf Cwp Enhanced Div (DIVO)	0.1	$576k	+90%	14k	41.19	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.1	$576k	+22%	32k	18.04	View chart
Dominion Resources (D)	0.1	$575k	+87%	10k	57.79	View chart
Spdr Bloomberg 1 3 Month Tbill Etf Bloomberg 13 Mo (BIL)	0.1	$564k	+142%	6.1k	91.80	View chart
Kla Corp Com New (KLAC)	0.1	$562k	NEW	726.00	774.41	View chart
Fidelity Total Bond Etf Total Bd Etf (FBND)	0.1	$561k		12k	46.74	View chart
Alpha Architect 13 Month Box Etf Alpha Arch 1 3 (BOXX)	0.1	$555k	+3%	5.1k	108.93	View chart
Wisdomtree Dynamic Currency Hedged International Smallcap Equity Fund Dynamic Int Eq (DDLS)	0.1	$555k	+16%	15k	36.56	View chart
Howmet Aerospace (HWM)	0.1	$553k	NEW	5.5k	100.25	View chart
Vanguard Mortgage Backed Securities Etf Mtgbkd Secs Etf (VMBS)	0.1	$550k	+86%	12k	47.21	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$545k	NEW	3.8k	143.01	View chart
Chipotle Mexican Grill (CMG)	0.1	$545k	+3%	9.5k	57.62	View chart
Vanguard Smallcap Growth Etf Sml Cp Grw Etf (VBK)	0.1	$542k	+87%	2.0k	267.37	View chart
Northrop Grumman Corporation (NOC)	0.1	$540k		1.0k	528.07	View chart
Raytheon Technologies Corp (RTX)	0.1	$539k	+11%	4.5k	121.16	View chart
Hartford Total Return Bond Etf Total Rtrn Etf (HTRB)	0.1	$537k		15k	34.96	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$535k	+16%	912.00	586.52	View chart
Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)	0.1	$533k	-43%	5.1k	104.18	View chart
T Rowe Price Ultra Short Term Bond Etf Ultra Shrt Trm (TBUX)	0.1	$532k	+30%	11k	49.76	View chart
Eli Lilly & Co. (LLY)	0.1	$532k	NEW	600.00	886.13	View chart
Pinterest Inc Cl A Cl A (PINS)	0.1	$529k	+240%	16k	32.37	View chart
Cisco Systems (CSCO)	0.1	$528k	NEW	9.9k	53.22	View chart
Simon Property (SPG)	0.1	$525k		3.1k	169.02	View chart
Bny Mellon Core Bond Etf Core Bond Etf (BKAG)	0.1	$521k	-22%	12k	43.15	View chart
Broadridge Financial Solutions (BR)	0.1	$518k	+13%	2.4k	215.03	View chart
Vanguard Short Term Bond Etf Short Trm Bond (BSV)	0.1	$508k	+10%	6.5k	78.69	View chart
Applied Materials (AMAT)	0.1	$505k	+47%	2.5k	202.06	View chart
Marathon Digital Holdings In (MARA)	0.1	$503k	NEW	31k	16.22	View chart
Walt Disney Company (DIS)	0.1	$502k	+88%	5.2k	96.19	View chart
Invesco Sp 500 Revenue Etf Sp 500 Revenue (RWL)	0.1	$501k		5.1k	98.07	View chart
Arista Networks (ANET)	0.1	$501k	NEW	1.3k	383.82	View chart
Ishares National Muni Bond Etf National Mun Etf (MUB)	0.1	$490k	+47%	4.5k	108.63	View chart
Newmont Mining Corporation (NEM)	0.1	$488k	-3%	9.1k	53.45	View chart
Wisdomtree Yield Enhanced Us Aggregate Bond Fund Yield Enhancd Us (AGGY)	0.1	$484k		11k	44.71	View chart
Roper Industries (ROP)	0.1	$480k	+26%	862.00	556.44	View chart
Ft Vest Nasdaq 100 Buffer Etf June Ft Vest Nas (QJUN)	0.1	$479k	NEW	18k	27.01	View chart
Kinder Morgan (KMI)	0.1	$478k	+20%	22k	22.09	View chart
Ishares Core Sp Small Cap Etf Core Sp Scp Etf (IJR)	0.1	$470k	+90%	4.0k	116.96	View chart
salesforce (CRM)	0.1	$469k	+95%	1.7k	273.71	View chart
Unilever Spon Adr New (UL)	0.1	$468k	NEW	7.2k	64.96	View chart
Wisdomtree Global Exus Quality Dividend Growth Fund Glb Us Qtly Div (DNL)	0.1	$465k	+2%	12k	39.40	View chart
Diamondback Energy (FANG)	0.1	$460k	+26%	2.7k	172.40	View chart
Sunoco Lp Sunoco Fin Corp Com Ut Rep Com Ut Rep Lp (SUN)	0.1	$460k		8.6k	53.68	View chart
Financial Select Sector Spdr Fund Financial (XLF)	0.1	$456k	NEW	10k	45.32	View chart
First Trust Nyse Arca Biotechnology Index Fund Ny Arca Biotech (FBT)	0.1	$452k	+8%	2.6k	171.93	View chart
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR)	0.1	$452k		7.6k	59.23	View chart
Pepsi (PEP)	0.1	$446k	+25%	2.6k	170.05	View chart
Vanguard Smallcap Etf Small Cp Etf (VB)	0.1	$444k	+4%	1.9k	237.21	View chart
Communication Services Select Sector Spdr Fund Communication (XLC)	0.1	$440k	NEW	4.9k	90.40	View chart
Sea Ltd Sponsord Ads Sponsord Ads (SE)	0.1	$438k	NEW	4.7k	94.28	View chart
Ft Vest Us Equity Buffer Etf June Ft Vest Us Eqt (FJUN)	0.1	$438k	NEW	8.7k	50.52	View chart
Thermo Fisher Scientific (TMO)	0.1	$434k	+55%	701.00	618.57	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.1	$422k	+68%	854.00	493.80	View chart
Best Buy (BBY)	0.1	$422k		4.1k	103.30	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$420k		14k	29.29	View chart
Invesco Sp 500 Top 50 Etf Sp 500 Top 50 (XLG)	0.1	$416k	+18%	8.7k	47.53	View chart
T Rowe Price Total Return Etf Total Return Etf (TOTR)	0.1	$415k	+12%	10k	41.60	View chart
Vanguard High Dividend Yield Index Etf High Div Yld (VYM)	0.1	$415k	+48%	3.2k	128.20	View chart
First Trust Nasdaq 100 Technology Sector Index Fund SHS (QTEC)	0.1	$413k	+54%	2.2k	191.32	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$411k		28k	14.57	View chart
Sei Enhanced Us Large Cap Momentum Factor Etf Enhanced Us Lrg (SEIM)	0.1	$402k	-48%	11k	36.12	View chart
Enbridge (ENB)	0.1	$400k	+22%	9.8k	40.61	View chart
Vanguard Midcap Growth Etf Mcap Gr Idxvip (VOT)	0.1	$397k	NEW	1.6k	243.47	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$393k	-5%	25k	15.82	View chart
Qualcomm (QCOM)	0.1	$393k	NEW	2.3k	170.06	View chart
Copart (CPRT)	0.1	$392k	-47%	7.5k	52.40	View chart
Icahn Enterprises Lp Depositary Unit Depositary Unit (IEP)	0.1	$391k	+7%	29k	13.52	View chart
Chemed Corp Com Stk (CHE)	0.1	$388k	+20%	645.00	600.97	View chart
Sei Enhanced Us Large Cap Value Factor Etf Enhanced Us Lrg (SEIV)	0.1	$387k	-48%	12k	32.95	View chart
First Trust Capital Strength Etf Cap Strength Etf (FTCS)	0.1	$385k	+17%	4.2k	90.80	View chart
Main Street Capital Corporation (MAIN)	0.1	$384k	-8%	7.7k	50.14	View chart
Honeywell International (HON)	0.1	$383k	NEW	1.9k	206.71	View chart
Ishares Sp 500 Growth Etf Sp 500 Grwt Etf (IVW)	0.1	$383k	-24%	4.0k	95.75	View chart
Cintas Corporation (CTAS)	0.1	$382k	+300%	1.9k	205.88	View chart
Vanguard Sp 500 Growth Etf 500 Grth Idx F (VOOG)	0.1	$382k	-47%	1.1k	345.29	View chart
Ft Vest Us Equity Equal Weight Buffer Etf June Vest U S Equity (RSJN)	0.1	$381k	NEW	12k	32.21	View chart
Metropcs Communications (TMUS)	0.1	$381k	+10%	1.8k	206.36	View chart
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)	0.1	$380k	-43%	7.4k	51.50	View chart
Spdr Sp Dividend Etf Sp Divid Etf (SDY)	0.1	$374k	-4%	2.6k	142.04	View chart
Caterpillar (CAT)	0.1	$371k	+15%	949.00	391.12	View chart
Boeing Company (BA)	0.1	$369k	NEW	2.4k	152.04	View chart
AES Corporation (AES)	0.1	$368k	NEW	18k	20.06	View chart
Intel Corporation (INTC)	0.1	$367k	NEW	16k	23.46	View chart
Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY)	0.1	$367k	NEW	1.8k	200.37	View chart
Wisdomtree Emerging Markets Exstateowned Enterprises Fund Em Ex Stowned (XSOE)	0.1	$365k	-8%	11k	33.03	View chart
Invesco Sp 500 Equal Weight Etf Sp500 Eql Wgt (RSP)	0.1	$362k	+20%	2.0k	179.16	View chart
Capital Group Core Equity Etf Shs Creation Uni (CGUS)	0.1	$359k	NEW	11k	34.28	View chart
O'reilly Automotive (ORLY)	0.1	$358k	+53%	311.00	1151.60	View chart
Schrodinger (SDGR)	0.1	$355k		19k	18.55	View chart
Pimco Active Bond Exchangetraded Fund Active Bd Etf (BOND)	0.1	$351k	+6%	3.7k	94.61	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$351k	-6%	9.6k	36.58	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$350k	NEW	10k	34.79	View chart
Capital Group Dividend Value Etf Shs Creation Uni (CGDV)	0.1	$348k	+32%	9.5k	36.44	View chart
Vanguard Ftse All World Ex Us Index Fund Allwrld Ex Us (VEU)	0.1	$347k	NEW	5.5k	63.00	View chart
Fortinet (FTNT)	0.1	$347k	NEW	4.5k	77.55	View chart
Ishares Us Tech Breakthrough Multisector Etf Us Tech Brkthr (TECB)	0.1	$346k	+18%	6.8k	51.23	View chart
Fidelity High Yield Factor Etf High Yild Etf (FDHY)	0.1	$343k	-4%	7.0k	49.31	View chart
Harbor Longterm Growers Etf Long Term Grower (WINN)	0.1	$343k	+19%	13k	25.61	View chart
Kodiak Gas Svcs (KGS)	0.1	$341k	NEW	12k	29.00	View chart
Ishares Core Dividend Growth Etf Core Div Grwth (DGRO)	0.1	$335k	NEW	5.3k	62.69	View chart
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)	0.1	$331k		4.1k	80.37	View chart
Coupang Inc Cl A Cl A (CPNG)	0.1	$327k	+27%	13k	24.55	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$323k	+13%	16k	20.27	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.1	$322k	NEW	1.6k	198.06	View chart
Truist Financial Corp equities (TFC)	0.1	$320k	NEW	7.5k	42.77	View chart
Fifth Third Ban (FITB)	0.1	$319k		7.4k	42.84	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.1	$319k	NEW	21k	15.51	View chart
Uber Technologies (UBER)	0.1	$317k		4.2k	75.16	View chart
First Trust Nasdaq Technology Dividend Index Fund Nasd Tech Div (TDIV)	0.1	$317k	+24%	3.9k	80.30	View chart
Southern Company (SO)	0.1	$315k	+24%	3.5k	90.18	View chart
Cion Invt Corp (CION)	0.1	$315k		27k	11.90	View chart
Travelers Companies (TRV)	0.1	$313k	NEW	1.3k	234.12	View chart
Gamestop Corp New Cl A Cl A (GME)	0.1	$309k	NEW	14k	22.93	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$308k	+4%	5.0k	61.08	View chart
Ishares Iboxx High Yield Corporate Bond Etf Iboxx Hi Yd Etf (HYG)	0.1	$307k	NEW	3.8k	80.29	View chart
Vanguard Ftse Pacific Etf Ftse Pacific Etf (VPL)	0.1	$305k	NEW	3.9k	78.39	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.1	$305k	NEW	2.3k	135.07	View chart
Utilities Select Sector Spdr Fund Sbi Int Utils (XLU)	0.1	$305k	NEW	3.8k	80.78	View chart
Ge Aerospace Com New (GE)	0.1	$304k	NEW	1.6k	188.58	View chart
Monolithic Power Systems (MPWR)	0.1	$303k	NEW	328.00	924.50	View chart
Abbott Laboratories (ABT)	0.1	$302k	NEW	2.7k	114.01	View chart
Kroger (KR)	0.1	$301k		5.2k	57.30	View chart
Duke Energy Corp Com New (DUK)	0.1	$294k	NEW	2.6k	115.30	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.1	$289k		18k	16.05	View chart
First Trust Horizon Managed Volatility Developed Intl Etf Horizon Mngd Etf (HDMV)	0.1	$289k		9.2k	31.53	View chart
Ishares Russell Top 200 Etf Rus Top 200 Etf (IWL)	0.1	$284k	NEW	2.0k	140.44	View chart
Emerson Electric (EMR)	0.1	$284k	+4%	2.6k	109.37	View chart
Vanguard Midcap Etf Mid Cap Etf (VO)	0.1	$281k	NEW	1.1k	263.83	View chart
Illumina (ILMN)	0.1	$279k		2.1k	130.41	View chart
First Trust Horizon Managed Volatility Domestic Etf Horizon Dmst Etf (HUSV)	0.1	$276k		7.2k	38.24	View chart
Jpmorgan Usd Emerging Markets Sovereign Bond Etf Usd Emrng Mkt (JPMB)	0.1	$275k	-6%	6.8k	40.62	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Msci Emrg Mkts (EMDV)	0.1	$268k	-5%	5.7k	47.32	View chart
ConocoPhillips (COP)	0.1	$258k	+33%	2.5k	105.28	View chart
Tcg Bdc (CGBD)	0.1	$256k	+13%	15k	16.97	View chart
Wisdomtree International Quality Dividend Growth Fund Intl Qulty Div (IQDG)	0.1	$255k	-5%	6.5k	39.15	View chart
Te Connectivity Plc Ord Ord Shs	0.1	$250k	NEW	1.7k	150.99	View chart
Waste Management (WM)	0.1	$249k	+27%	1.2k	207.57	View chart
Vaneck High Yield Muni Etf High Yld Munietf (HYD)	0.1	$244k		4.6k	53.07	View chart
Spdr Portfolio Sp 600 Small Cap Etf Portfolio Sp600 (SPSM)	0.1	$243k	-2%	5.3k	45.51	View chart
Ishares Core Msci Europe Etf Core Msci Euro (IEUR)	0.1	$242k	NEW	4.0k	60.93	View chart
Consumer Staples Select Sector Spdr Fund Sbi Cons Stpls (XLP)	0.1	$241k	NEW	2.9k	83.00	View chart
Ishares Iboxx Investment Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD)	0.1	$240k	NEW	2.1k	112.98	View chart
General Dynamics Corporation (GD)	0.1	$239k	NEW	792.00	302.20	View chart
Docusign (DOCU)	0.1	$239k	-7%	3.8k	62.09	View chart
T. Rowe Price (TROW)	0.1	$237k	+10%	2.2k	108.93	View chart
Cleanspark Com New (CLSK)	0.1	$235k	NEW	25k	9.34	View chart
Nextera Energy (NEE)	0.1	$235k	NEW	2.8k	84.53	View chart
Pacer Trendpilot Us Bond Etf Trendpilot Us Bd (PTBD)	0.1	$234k		11k	20.63	View chart
Deere & Company (DE)	0.1	$232k	NEW	555.00	417.33	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Broad Usd High (USHY)	0.1	$231k	NEW	6.1k	37.65	View chart
Danaher Corporation (DHR)	0.1	$230k	NEW	827.00	278.02	View chart
Spdr Portfolio Msci Global Stock Market Etf Portfli Msci Gbl (SPGM)	0.1	$230k		3.5k	64.77	View chart
Vici Pptys (VICI)	0.1	$225k	NEW	6.8k	33.31	View chart
Ishares Global Tech Etf Global Tech Etf (IXN)	0.1	$224k	+10%	2.7k	82.54	View chart
Plug Power Com New (PLUG)	0.1	$223k	NEW	99k	2.26	View chart
Comcast Corp New Cl A Cl A (CMCSA)	0.1	$222k	NEW	5.3k	41.77	View chart
Etsy (ETSY)	0.0	$221k	NEW	4.0k	55.53	View chart
Ishares Core High Dividend Etf Core High Dv Etf (HDV)	0.0	$220k	NEW	1.9k	117.59	View chart
Ishares Core Sp Us Value Etf Core Sp Us Vlu (IUSV)	0.0	$218k	NEW	2.3k	95.49	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Jpmorgan Usd Emg (EMB)	0.0	$218k	NEW	2.3k	93.58	View chart
Kraft Heinz (KHC)	0.0	$216k	NEW	6.1k	35.11	View chart
AFLAC Incorporated (AFL)	0.0	$214k	NEW	1.9k	111.80	View chart
Apollo Global Mgmt (APO)	0.0	$212k		1.7k	124.91	View chart
Pimco Enhanced Short Maturity Active Exchange Traded Fund Enhan Shrt Ma Ac (MINT)	0.0	$211k	NEW	2.1k	100.68	View chart
Synopsys (SNPS)	0.0	$211k	NEW	416.00	506.39	View chart
Ft Vest Us Small Cap Moderate Buffer Etf May Ft Vest U.s (SMAY)	0.0	$210k	NEW	8.5k	24.58	View chart
Monday SHS (MNDY)	0.0	$208k	NEW	750.00	277.77	View chart
Vanguard Long Term Bond Etf Long Term Bond (BLV)	0.0	$208k	NEW	2.8k	75.17	View chart
Ishares Core Sp Us Growth Etf Core Sp Us Gwt (IUSG)	0.0	$206k	-8%	1.6k	131.91	View chart
CVS Caremark Corporation (CVS)	0.0	$206k	NEW	3.3k	62.88	View chart
Vanguard Intermediate Term Bond Etf Intermed Term (BIV)	0.0	$205k	NEW	2.6k	78.37	View chart
S&p Global (SPGI)	0.0	$205k	NEW	396.00	516.62	View chart
Ishares 3 7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI)	0.0	$203k	NEW	1.7k	119.61	View chart
Ishares Russell Top 200 Growth Etf Rus Tp200 Gr Etf (IWY)	0.0	$202k	NEW	918.00	220.05	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$202k	NEW	434.00	465.08	View chart
The Original Bark Company (BARK)	0.0	$153k	NEW	94k	1.63	View chart
Ready Cap Corp Com reit (RC)	0.0	$151k	NEW	20k	7.63	View chart
Blackrock Munivest Fund II (MVT)	0.0	$124k		11k	11.39	View chart
Walgreen Boots Alliance (WBA)	0.0	$95k	-11%	11k	8.96	View chart
Blink Charging (BLNK)	0.0	$34k	NEW	20k	1.72	View chart
Fubotv (FUBO)	0.0	$26k	NEW	18k	1.42	View chart

Past Filings by United Advisor Group

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

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