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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 13.70% of United Advisor Group's stock portfolio.
Added to shares of these 10 stocks: KHPI, QQQM, SCHX, STRV, SPYV, SPYG, IJR, BALI, VOO, VIGI.
Started 61 new stock positions in HYZD, VKTX, LTPZ, FCTR, CGGO, TSM, VDE, HCMT, VIGI, CGCB.
Reduced shares in these 10 stocks: IDUB, MGK, HOOD, MGV, NBOS, , PG, USIG, KLAC, JUCY.
Sold out of its positions in AFL, AES, ANET, BBY, CVS, CMCSA, DHR, IDUB, FTCS, FTNT.
United Advisor Group was a net buyer of stock by $58M.
United Advisor Group has $506M in assets under management (AUM), dropping by 14.25%.
Central Index Key (CIK): 0002004873

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Portfolio Holdings for United Advisor Group

United Advisor Group holds 363 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	3.4	$17M	+2%	69k	250.42	View chart
NVIDIA Corporation (NVDA)	3.2	$16M		122k	134.29	View chart
Amazon (AMZN)	2.6	$13M	-2%	59k	219.39	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.3	$12M	+7%	144k	80.93	View chart
Microsoft Corporation (MSFT)	2.2	$11M	+4%	26k	421.50	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	2.2	$11M	+16%	271k	40.24	View chart
Ea Series Trust Strive 500 Etf (STRV)	2.0	$9.9M	+40%	262k	37.80	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	1.6	$8.2M	+3%	139k	59.14	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.6	$8.0M	+11%	103k	77.79	View chart
United Parcel Service CL B (UPS)	1.5	$7.8M		62k	126.10	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.5	$7.4M	+3%	188k	39.59	View chart
Palantir Technologies Cl A (PLTR)	1.5	$7.4M	-3%	98k	75.63	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.4	$7.0M	+11%	138k	50.97	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	1.3	$6.5M	+16%	176k	36.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$6.4M	-3%	34k	189.30	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.2	$6.3M	+125%	30k	210.45	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$6.0M	+8%	119k	50.37	View chart
Etf Ser Solutions Aptus Defined (DRSK)	1.2	$6.0M	+22%	218k	27.43	View chart
Fs Kkr Capital Corp (FSK)	1.1	$5.6M		258k	21.72	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.1	$5.5M	+54%	63k	87.90	View chart
Meta Platforms Cl A (META)	1.1	$5.4M		9.2k	585.54	View chart
Exxon Mobil Corporation (XOM)	1.0	$5.1M	-6%	48k	107.57	View chart
Tesla Motors (TSLA)	1.0	$5.0M	+13%	12k	403.84	View chart
Ares Dynamic Cr Allocation (ARDC)	1.0	$4.9M	+3%	322k	15.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$4.9M	+53%	9.0k	538.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.9	$4.8M	+221%	205k	23.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$4.5M	+32%	155k	29.20	View chart
JPMorgan Chase & Co. (JPM)	0.9	$4.4M		19k	239.71	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.8	$4.2M	+18%	83k	51.23	View chart
Shopify Cl A (SHOP)	0.8	$4.1M	-3%	39k	106.33	View chart
Duff & Phelps Global (DPG)	0.8	$4.0M	+4%	345k	11.69	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.8	$4.0M	NEW	158k	25.27	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.8	$4.0M	+22%	86k	46.07	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.7	$3.6M	+11%	45k	80.66	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.7	$3.3M		248k	13.49	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.7	$3.3M	+26%	131k	25.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.6	$3.2M		18k	178.08	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$3.2M	+46%	19k	169.30	View chart
Oaktree Specialty Lending Corp (OCSL)	0.6	$3.2M	+32%	206k	15.28	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.6	$3.1M	+11%	46k	67.67	View chart
Golub Capital BDC (GBDC)	0.6	$3.1M	+9%	202k	15.16	View chart
Wal-Mart Stores (WMT)	0.6	$3.0M	+6%	33k	90.35	View chart
Procter & Gamble Company (PG)	0.6	$2.9M	-18%	17k	167.65	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$2.9M	+17%	163k	17.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$2.9M	+7%	7.0k	410.46	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.6	$2.8M	-15%	125k	22.77	View chart
Starwood Property Trust (STWD)	0.5	$2.7M	+13%	144k	18.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.6M	+6%	5.1k	511.25	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.5	$2.6M	+20%	52k	48.92	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.5M	+4%	25k	96.90	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$2.4M	+53%	42k	57.53	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$2.4M	-4%	4.1k	588.71	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.5	$2.4M	-6%	55k	43.47	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.5	$2.3M	+26%	75k	31.31	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.4	$2.3M	+61%	90k	25.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$2.3M	+386%	20k	115.22	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.4	$2.2M	+52%	29k	77.22	View chart
Ares Capital Corporation (ARCC)	0.4	$2.2M		102k	21.89	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$2.2M	NEW	43k	51.14	View chart
Block Cl A (SQ)	0.4	$2.2M		26k	84.99	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.1M		3.7k	586.02	View chart
Costco Wholesale Corporation (COST)	0.4	$2.1M	+7%	2.3k	916.36	View chart
Visa Com Cl A (V)	0.4	$2.0M	+12%	6.3k	316.03	View chart
Enterprise Products Partners (EPD)	0.4	$2.0M	-4%	64k	31.36	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$2.0M		42k	47.82	View chart
Verizon Communications (VZ)	0.4	$2.0M	+4%	49k	39.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$2.0M	+95%	38k	51.25	View chart
Commerce Bancshares (CBSH)	0.4	$1.9M		31k	62.31	View chart
Advanced Micro Devices (AMD)	0.4	$1.9M	-9%	16k	120.79	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$1.8M	+22%	21k	87.33	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.3	$1.7M	NEW	58k	30.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$1.7M	-4%	7.4k	232.52	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.3	$1.7M	NEW	21k	79.99	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.6M		8.6k	190.88	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.3	$1.6M	+162%	23k	71.91	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$1.6M	+7%	32k	50.15	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.6M	+237%	58k	27.32	View chart
Goldman Sachs Bdc SHS (GSBD)	0.3	$1.6M		130k	12.10	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$1.6M	+28%	43k	35.85	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$1.5M	NEW	62k	24.67	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$1.5M	NEW	58k	25.79	View chart
Broadcom (AVGO)	0.3	$1.4M	+28%	6.2k	231.85	View chart
Progressive Corporation (PGR)	0.3	$1.4M	+8%	5.9k	239.61	View chart
Altria (MO)	0.3	$1.4M	-2%	27k	52.29	View chart
Cloudflare Cl A Com (NET)	0.3	$1.4M	-3%	13k	107.68	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$1.4M	+9%	25k	55.45	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.3	$1.4M	+3%	80k	17.52	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$1.4M	+95%	14k	100.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.4M	-5%	4.7k	289.84	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.3M	NEW	48k	27.71	View chart
Gamestop Corp Cl A (GME)	0.3	$1.3M	+216%	43k	31.34	View chart
Philip Morris International (PM)	0.3	$1.3M	-3%	11k	120.35	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$1.3M	NEW	17k	76.15	View chart
Blackrock Tcp Cap Corp (TCPC)	0.3	$1.3M	-9%	148k	8.71	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.3	$1.3M	+42%	43k	29.60	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.3M		2.4k	521.96	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.2	$1.3M	+122%	31k	40.48	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.3M	-6%	37k	34.35	View chart
International Business Machines (IBM)	0.2	$1.2M	-3%	5.7k	219.83	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.2	$1.2M	+150%	30k	41.22	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$1.2M	+23%	25k	50.71	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.2M	-4%	21k	56.77	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$1.2M	-24%	49k	24.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$1.2M	+533%	47k	25.86	View chart
Home Depot (HD)	0.2	$1.2M	+5%	3.1k	389.03	View chart
Twilio Cl A (TWLO)	0.2	$1.2M	-27%	11k	108.08	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.2	$1.2M	+108%	17k	68.47	View chart
Bristol Myers Squibb (BMY)	0.2	$1.2M	-4%	20k	56.56	View chart
T Rowe Price Etf Total Return Etf (TOTR)	0.2	$1.1M	+182%	28k	39.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$1.1M	+685%	40k	27.87	View chart
Pfizer (PFE)	0.2	$1.1M	-7%	42k	26.53	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.2	$1.1M	+16%	24k	46.71	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$1.1M	NEW	15k	75.53	View chart
Chevron Corporation (CVX)	0.2	$1.1M	+22%	7.5k	144.84	View chart
Roku Com Cl A (ROKU)	0.2	$1.1M		14k	74.34	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$1.1M	-15%	25k	42.97	View chart
UnitedHealth (UNH)	0.2	$1.1M	+7%	2.1k	505.90	View chart
Annaly Capital Management In Com New (NLY)	0.2	$1.1M		58k	18.30	View chart
Merck & Co (MRK)	0.2	$1.0M	+33%	10k	99.48	View chart
Gladstone Investment Corporation (GAIN)	0.2	$1.0M	+9%	76k	13.25	View chart
Target Corporation (TGT)	0.2	$1.0M	+7%	7.5k	135.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1000k		2.2k	453.28	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$994k	NEW	42k	23.47	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$991k	-20%	11k	92.73	View chart
McDonald's Corporation (MCD)	0.2	$989k	+22%	3.4k	289.86	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$989k	+83%	22k	44.87	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$955k	-4%	14k	70.28	View chart
Johnson & Johnson (JNJ)	0.2	$947k	+17%	6.5k	144.62	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$943k	+43%	19k	50.13	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$921k	+41%	19k	49.05	View chart
Kinder Morgan (KMI)	0.2	$911k	+53%	33k	27.40	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$890k	NEW	17k	51.51	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$882k		13k	68.94	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$878k	+100%	18k	49.96	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$876k	-32%	4.4k	198.18	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$867k	+54%	7.9k	110.28	View chart
Marathon Digital Holdings In (MARA)	0.2	$855k	+64%	51k	16.77	View chart
Adobe Systems Incorporated (ADBE)	0.2	$845k	-7%	1.9k	444.68	View chart
Qualcomm (QCOM)	0.2	$840k	+136%	5.5k	153.63	View chart
Netflix (NFLX)	0.2	$837k	+11%	939.00	891.32	View chart
Coca-Cola Company (KO)	0.2	$832k	+38%	13k	62.26	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$830k		7.2k	115.72	View chart
Paypal Holdings (PYPL)	0.2	$830k	-6%	9.7k	85.35	View chart
3M Company (MMM)	0.2	$829k		6.4k	129.09	View chart
Goldman Sachs (GS)	0.2	$819k	+2%	1.4k	572.42	View chart
FedEx Corporation (FDX)	0.2	$818k	-15%	2.9k	281.33	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$807k	-13%	4.2k	190.45	View chart
Bank of America Corporation (BAC)	0.2	$796k	-7%	18k	43.95	View chart
Abbvie (ABBV)	0.2	$795k	+2%	4.5k	177.71	View chart
At&t (T)	0.2	$790k		35k	22.77	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$788k	NEW	30k	26.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$763k	-3%	17k	44.04	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$744k	NEW	8.8k	84.97	View chart
American Tower Reit (AMT)	0.1	$744k	+30%	4.1k	183.40	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$743k	+258%	8.3k	89.04	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$739k	-2%	4.3k	172.42	View chart
Wisdomtree Tr Dynamic Int Eq (DDLS)	0.1	$730k	+37%	21k	34.98	View chart
Lockheed Martin Corporation (LMT)	0.1	$727k	+14%	1.5k	485.93	View chart
Diamondback Energy (FANG)	0.1	$712k	+62%	4.3k	163.83	View chart
Zoetis Cl A (ZTS)	0.1	$701k	-3%	4.3k	162.94	View chart
Lowe's Companies (LOW)	0.1	$686k	-16%	2.8k	246.80	View chart
Cincinnati Financial Corporation (CINF)	0.1	$671k		4.7k	143.70	View chart
Coinbase Global Com Cl A (COIN)	0.1	$669k	NEW	2.7k	248.30	View chart
Blackrock (BLK)	0.1	$663k	NEW	646.00	1025.47	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$646k	-9%	12k	52.22	View chart
Cisco Systems (CSCO)	0.1	$644k	+9%	11k	59.20	View chart
Bank of New York Mellon Corporation (BK)	0.1	$640k		8.3k	76.83	View chart
salesforce (CRM)	0.1	$639k	+11%	1.9k	334.33	View chart
Broadridge Financial Solutions (BR)	0.1	$636k	+16%	2.8k	226.09	View chart
Chipotle Mexican Grill (CMG)	0.1	$632k	+10%	11k	60.30	View chart
Raytheon Technologies Corp (RTX)	0.1	$618k	+19%	5.3k	115.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$617k	-4%	9.9k	62.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$616k	+52%	1.7k	366.06	View chart
Howmet Aerospace (HWM)	0.1	$616k	+2%	5.6k	109.37	View chart
Micron Technology (MU)	0.1	$609k		7.2k	84.16	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$601k		5.0k	119.34	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$591k		32k	18.22	View chart
Medtronic SHS (MDT)	0.1	$570k	+9%	7.1k	79.89	View chart
Cleanspark Com New (CLSK)	0.1	$567k	+144%	62k	9.21	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.1	$562k	NEW	21k	27.02	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$562k	+5%	11k	49.57	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$550k	-20%	13k	43.64	View chart
Starbucks Corporation (SBUX)	0.1	$548k	-42%	6.0k	91.25	View chart
Doubleline Income Solutions (DSL)	0.1	$548k	-5%	44k	12.57	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$548k	-20%	3.3k	164.37	View chart
Walt Disney Company (DIS)	0.1	$535k	-7%	4.8k	111.35	View chart
Kraneshares Trust Quadrtc Int Rt (IVOL)	0.1	$532k	-2%	30k	17.74	View chart
Simon Property (SPG)	0.1	$532k		3.1k	172.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$517k	-8%	831.00	621.80	View chart
Copart (CPRT)	0.1	$517k	+20%	9.0k	57.39	View chart
Honeywell International (HON)	0.1	$512k	+22%	2.3k	225.88	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$511k	NEW	16k	31.27	View chart
Roper Industries (ROP)	0.1	$508k	+13%	977.00	519.85	View chart
Kodiak Gas Svcs (KGS)	0.1	$501k	+4%	12k	40.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$499k		18k	28.03	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$497k	+2%	7.8k	63.45	View chart
Sea Sponsord Ads (SE)	0.1	$495k		4.7k	106.10	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$494k	NEW	22k	22.24	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$486k	-77%	1.4k	343.41	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$477k	-77%	13k	37.26	View chart
Pepsi (PEP)	0.1	$477k	+19%	3.1k	152.06	View chart
Dominion Resources (D)	0.1	$474k	-11%	8.8k	53.86	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$471k		3.8k	123.36	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$470k	+10%	13k	35.98	View chart
Southern Company (SO)	0.1	$468k	+62%	5.7k	82.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$468k	+3%	888.00	526.57	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$466k	-28%	7.2k	64.47	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$463k		14k	32.31	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$460k	+12%	2.1k	224.35	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$459k	+5%	2.8k	166.21	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$455k	-11%	14k	33.33	View chart
Main Street Capital Corporation (MAIN)	0.1	$452k		7.7k	58.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$451k	-9%	5.8k	77.27	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$448k	+8%	3.5k	127.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$446k	-28%	5.0k	88.79	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$445k	NEW	8.8k	50.47	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$443k	+9%	4.4k	101.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$442k		8.6k	51.38	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$442k	-36%	3.2k	137.57	View chart
Northrop Grumman Corporation (NOC)	0.1	$441k	-8%	939.00	469.29	View chart
Boeing Company (BA)	0.1	$432k		2.4k	177.00	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$432k	+18%	16k	27.21	View chart
Tcg Bdc (CGBD)	0.1	$429k	+58%	24k	17.93	View chart
Chemed Corp Com Stk (CHE)	0.1	$428k	+25%	807.00	529.80	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$427k	-5%	1.8k	240.28	View chart
Caterpillar (CAT)	0.1	$427k	+24%	1.2k	362.61	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.1	$426k	+18%	8.0k	53.19	View chart
Enbridge (ENB)	0.1	$426k		10k	42.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$425k	-32%	2.6k	161.77	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$418k	+2%	2.2k	188.31	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$411k	-14%	3.9k	106.55	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$408k	-12%	9.5k	42.92	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$406k	-4%	27k	15.12	View chart
Applied Materials (AMAT)	0.1	$406k		2.5k	162.64	View chart
Travelers Companies (TRV)	0.1	$403k	+25%	1.7k	240.92	View chart
Pinterest Cl A (PINS)	0.1	$403k	-14%	14k	29.00	View chart
Sei Exchange Traded Funds Select Intl Equi	0.1	$393k	NEW	17k	23.86	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$389k	NEW	4.5k	86.35	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.1	$387k	-10%	10k	38.61	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$386k		25k	15.50	View chart
Schrodinger (SDGR)	0.1	$381k	+3%	20k	19.29	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$380k	NEW	15k	25.83	View chart
Vanguard World Energy Etf (VDE)	0.1	$380k	NEW	3.1k	121.30	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.1	$379k		12k	31.84	View chart
Metropcs Communications (TMUS)	0.1	$379k	-7%	1.7k	220.73	View chart
Soundhound Ai Class A Com (SOUN)	0.1	$379k	NEW	19k	19.84	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$379k	-2%	11k	33.12	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$378k	NEW	7.0k	54.23	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$373k	NEW	6.2k	60.50	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$372k		10k	37.17	View chart
Emerson Electric (EMR)	0.1	$370k	+14%	3.0k	123.93	View chart
O'reilly Automotive (ORLY)	0.1	$368k		310.00	1185.80	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$367k	-16%	7.1k	51.44	View chart
Waste Management (WM)	0.1	$367k	+51%	1.8k	201.83	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$366k		11k	34.97	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$363k	+2%	19k	19.59	View chart
Kroger (KR)	0.1	$361k	+12%	5.9k	61.15	View chart
Unilever Spon Adr New (UL)	0.1	$358k	-12%	6.3k	56.70	View chart
Advance Auto Parts (AAP)	0.1	$356k	NEW	7.5k	47.29	View chart
Coupang Cl A (CPNG)	0.1	$356k	+21%	16k	21.98	View chart
Cintas Corporation (CTAS)	0.1	$350k	+3%	1.9k	182.70	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$348k		9.6k	36.32	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$347k	-48%	3.8k	91.68	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$344k	-31%	3.5k	97.92	View chart
First Tr Exchange-traded Nasd Tech Div (TDIV)	0.1	$343k	+10%	4.4k	78.46	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$343k		2.6k	132.11	View chart
Duke Energy Corp Com New (DUK)	0.1	$342k	+24%	3.2k	107.76	View chart
Newmont Mining Corporation (NEM)	0.1	$341k		9.2k	37.22	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$340k	+56%	2.4k	139.35	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$339k	+60%	3.7k	92.59	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$339k	-28%	3.5k	96.81	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$339k	-40%	1.2k	280.06	View chart
Northern Lts Fd Tr Iv Sterling Capital (LCG)	0.1	$339k	-45%	11k	29.70	View chart
Lauder Estee Cos Cl A (EL)	0.1	$335k	NEW	4.5k	74.98	View chart
Hldgs (UAL)	0.1	$335k	NEW	3.5k	97.10	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$333k	NEW	6.7k	49.63	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$331k		3.7k	90.41	View chart
Thermo Fisher Scientific (TMO)	0.1	$329k	-9%	633.00	520.23	View chart
Waters Corporation (WAT)	0.1	$328k	NEW	884.00	370.98	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$327k	NEW	2.6k	123.53	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$327k	NEW	11k	29.22	View chart
Nrg Energy Com New (NRG)	0.1	$325k	NEW	3.6k	90.21	View chart
Regeneron Pharmaceuticals (REGN)	0.1	$324k	-17%	455.00	712.33	View chart
Ge Aerospace Com New (GE)	0.1	$320k	+19%	1.9k	166.82	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$320k	+197%	12k	26.07	View chart
Eli Lilly & Co. (LLY)	0.1	$318k	-31%	412.00	772.62	View chart
Fifth Third Ban (FITB)	0.1	$317k		7.5k	42.28	View chart
Docusign (DOCU)	0.1	$313k	-9%	3.5k	89.94	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$310k	-38%	3.7k	84.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$310k	-12%	1.8k	175.23	View chart
Nextera Energy (NEE)	0.1	$310k	+55%	4.3k	71.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$310k	-56%	1.5k	206.96	View chart
Amgen (AMGN)	0.1	$308k	NEW	1.2k	260.61	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.1	$304k	NEW	8.4k	36.09	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$303k	+5%	4.0k	75.69	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$302k	-46%	3.3k	91.42	View chart
Cion Invt Corp (CION)	0.1	$302k		27k	11.40	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$301k	-10%	9.9k	30.48	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$297k	+30%	3.8k	78.61	View chart
Oracle Corporation (ORCL)	0.1	$296k	-50%	1.8k	166.64	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$291k	-66%	5.8k	50.28	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$286k	-2%	16k	18.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$285k	-13%	4.6k	61.34	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$283k		5.0k	56.25	View chart
The Original Bark Company (BARK)	0.1	$283k	+64%	154k	1.84	View chart
Apollo Global Mgmt (APO)	0.1	$281k		1.7k	165.16	View chart
Quanta Services (PWR)	0.1	$279k	NEW	883.00	316.05	View chart
Illumina (ILMN)	0.1	$277k	-2%	2.1k	133.63	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$275k	NEW	4.2k	65.81	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$272k	-19%	7.7k	35.26	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.1	$270k		7.2k	37.37	View chart
Uber Technologies (UBER)	0.1	$263k	+3%	4.4k	60.32	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$262k	-6%	992.00	264.13	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.1	$260k	NEW	5.0k	52.07	View chart
Fidelity Covington Trust Enhanced High Yi (FDHY)	0.1	$260k	-22%	5.4k	48.25	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.1	$259k	NEW	5.5k	46.69	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$254k	+17%	1.1k	235.27	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$251k		29k	8.67	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$250k	NEW	4.4k	57.31	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$250k	+8%	2.9k	84.75	View chart
Abbott Laboratories (ABT)	0.0	$247k	-17%	2.2k	113.11	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.0	$245k	NEW	2.1k	116.23	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$242k	NEW	707.00	342.16	View chart
Dollar General (DG)	0.0	$241k	NEW	3.2k	75.82	View chart
ConocoPhillips (COP)	0.0	$240k		2.4k	99.17	View chart
T. Rowe Price (TROW)	0.0	$238k	-3%	2.1k	113.09	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.0	$237k		4.6k	51.91	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.0	$237k	NEW	7.2k	32.94	View chart
Te Connectivity Ord Shs (TEL)	0.0	$236k		1.7k	142.97	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$235k	NEW	872.00	269.70	View chart
Viking Therapeutics (VKTX)	0.0	$234k	NEW	5.8k	40.24	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.0	$231k	-12%	8.0k	28.77	View chart
Deere & Company (DE)	0.0	$231k		546.00	423.88	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.0	$231k	NEW	4.9k	47.26	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.0	$228k		11k	20.00	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$228k	NEW	4.9k	46.26	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$226k		3.6k	63.33	View chart
Intuit (INTU)	0.0	$226k	NEW	359.00	628.50	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$224k	-29%	15k	15.42	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$224k	NEW	5.8k	38.64	View chart
Proshares Tr Msci Emrg Mkts (EMDV)	0.0	$223k	-8%	5.2k	42.78	View chart
Ishares Tr Ultra Short-term (ICSH)	0.0	$222k	NEW	4.4k	50.43	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.0	$220k	NEW	4.9k	45.18	View chart
Vici Pptys (VICI)	0.0	$217k	+9%	7.4k	29.21	View chart
Kimberly-Clark Corporation (KMB)	0.0	$214k	NEW	1.6k	131.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.0	$214k		8.6k	24.79	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$213k	-4%	6.2k	34.21	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$212k	-59%	4.7k	45.34	View chart
Plug Power Com New (PLUG)	0.0	$210k		99k	2.13	View chart
Etsy (ETSY)	0.0	$209k		3.9k	52.89	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.0	$208k	NEW	2.5k	83.58	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.0	$208k	NEW	6.9k	30.25	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$207k	NEW	1.0k	197.49	View chart
Etf Opportunities Trust Rex Fang & Innov (FEPI)	0.0	$204k	NEW	4.1k	49.65	View chart
Booking Holdings (BKNG)	0.0	$204k	NEW	41.00	4968.41	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$203k	NEW	1.9k	105.48	View chart
Synopsys (SNPS)	0.0	$201k		415.00	485.36	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$200k	NEW	471.00	425.50	View chart
Blackrock Munivest Fund II (MVT)	0.0	$115k		11k	10.55	View chart
Ready Cap Corp Com reit (RC)	0.0	$107k	-20%	16k	6.82	View chart
Walgreen Boots Alliance (WBA)	0.0	$105k	+6%	11k	9.33	View chart
Blink Charging (BLNK)	0.0	$28k		20k	1.39	View chart
Fubotv (FUBO)	0.0	$17k	-27%	13k	1.26	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 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

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