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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 NVDA, AAPL, STRV, AMZN, ACIO, and represent 11.66% of United Advisor Group's stock portfolio.
Added to shares of these 10 stocks: SCHG, IREN, MSFT, LDUR, BLCR, AVSF, CSRE, GQGU, GSY, LST.
Started 54 new stock positions in CTRA, IDEQ, ALB, JCI, SLV, RXRX, GSY, VNQ, SOFI, COWZ.
Reduced shares in these 10 stocks: DHR (-$14M), ET (-$5.3M), QQQM, QUAL, OPEN, IVV, JPST, AMZN, LCID, .
Sold out of its positions in ABTC, BTQ, BMNR, PCMM, DHR, METU, DOCU, DLTR, SKYY, F.
United Advisor Group was a net buyer of stock by $27M.
United Advisor Group has $811M in assets under management (AUM), dropping by 1.14%.
Central Index Key (CIK): 0002004873

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Portfolio Holdings for United Advisor Group

United Advisor Group holds 500 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.1	$25M		145k	174.40	View chart
Apple (AAPL)	2.7	$22M		88k	253.79	View chart
Ea Series Trust Strive 500 Etf (STRV)	2.0	$16M	+3%	380k	41.97	View chart
Amazon Call Option (AMZN)	2.0	$16M	-6%	76k	208.27	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.9	$15M	+6%	365k	41.96	View chart
Microsoft Corporation Call Option (MSFT)	1.8	$15M	+22%	40k	370.17	View chart
Palantir Technologies Cl A (PLTR)	1.8	$14M	+3%	99k	146.28	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.5	$12M		140k	87.84	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$12M	+3%	174k	68.28	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.3	$11M		122k	89.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$11M		37k	287.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$11M	+5%	409k	25.64	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	1.3	$10M	+2%	262k	39.44	View chart
Spdr Series Trust State Street Spd (SPYG)	1.1	$9.0M		92k	97.91	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.1	$8.9M		200k	44.63	View chart
Etf Ser Solutions Aptus Defined (DRSK)	1.0	$8.1M	+5%	295k	27.33	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.9	$7.5M		219k	34.49	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.9	$7.4M		142k	52.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$7.4M	+2%	190k	38.96	View chart
United Parcel Svcs CL B (UPS)	0.9	$7.1M	+4%	72k	98.38	View chart
Tesla Motors (TSLA)	0.9	$6.9M	+2%	19k	371.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$6.9M	+178%	236k	29.13	View chart
Exxon Mobil Corporation (XOM)	0.8	$6.9M	-3%	40k	169.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$6.8M	+16%	35k	196.20	View chart
JPMorgan Chase & Co. (JPM)	0.8	$6.8M	+8%	23k	294.16	View chart
Meta Platforms Cl A (META)	0.8	$6.7M	-3%	12k	572.11	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.8	$6.6M	+2%	125k	52.96	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.8	$6.5M	+2%	174k	37.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$6.4M		100k	64.08	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$6.3M	+7%	11k	597.58	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.7	$5.7M		234k	24.24	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.7	$5.5M	+19%	73k	75.41	View chart
Spdr Series Trust State Street Spd (SPYV)	0.6	$5.2M	+17%	92k	56.58	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.6	$5.2M	+15%	95k	54.65	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$5.1M	+8%	73k	69.75	View chart
Wal-Mart Stores (WMT)	0.6	$4.9M		40k	124.29	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$4.8M	+9%	11k	436.79	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.6	$4.8M	+8%	164k	29.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$4.7M	-38%	20k	237.62	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.6	$4.6M	+4%	111k	41.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$4.6M		46k	99.27	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.6	$4.5M	+8%	135k	33.74	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.6	$4.5M	+49%	173k	26.28	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.6	$4.5M	+3%	96k	47.08	View chart
Duff & Phelps Global (DPG)	0.6	$4.5M	-7%	310k	14.44	View chart
Ares Dynamic Cr Allocation (ARDC)	0.5	$4.4M	+2%	359k	12.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$4.1M	+12%	33k	124.31	View chart
Iren Ordinary Shares Call Option (IREN)	0.5	$4.1M	NEW	120k	34.28	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$4.1M	+9%	131k	30.96	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.5	$4.0M	-6%	48k	84.66	View chart
Advanced Micro Devices (AMD)	0.5	$4.0M	-2%	20k	203.43	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$3.9M	+7%	135k	29.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$3.9M	+3%	53k	73.64	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.5	$3.8M	-22%	75k	50.61	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$3.7M		121k	30.68	View chart
Procter & Gamble Company (PG)	0.4	$3.6M		25k	144.44	View chart
Verizon Communications (VZ)	0.4	$3.4M	+2%	68k	50.20	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$3.4M	+3%	191k	17.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$3.4M	+8%	59k	56.68	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.4	$3.3M	+12%	151k	22.15	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$3.3M		38k	86.41	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$3.3M		54k	60.10	View chart
Oaktree Specialty Lending Corp (OCSL)	0.4	$3.2M	+27%	286k	11.30	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$3.2M	+4%	81k	39.43	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$3.1M	+3%	36k	88.46	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$3.1M	+2%	69k	44.85	View chart
Golub Capital BDC (GBDC)	0.4	$3.1M	+12%	242k	12.66	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.4	$3.0M	+5%	270k	11.24	View chart
Starwood Property Trust (STWD)	0.4	$3.0M	+7%	174k	17.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.9M	-36%	4.5k	653.17	View chart
Fs Kkr Capital Corp (FSK)	0.4	$2.9M	+17%	287k	10.18	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.4	$2.9M	+30%	95k	30.81	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$2.9M	+3%	50k	58.18	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.3	$2.7M	+9%	77k	35.59	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.7M	+7%	56k	48.05	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.3	$2.7M	+19%	28k	94.73	View chart
Costco Wholesale Corporation (COST)	0.3	$2.7M		2.7k	996.43	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$2.6M	+5%	100k	26.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$2.6M	+25%	53k	49.89	View chart
Enterprise Products Partners (EPD)	0.3	$2.6M	+4%	70k	37.84	View chart
Chevron Corporation (CVX)	0.3	$2.6M	-6%	12k	206.90	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$2.6M		31k	83.43	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$2.5M	-2%	22k	118.62	View chart
Pfizer (PFE)	0.3	$2.5M		90k	28.08	View chart
Philip Morris International (PM)	0.3	$2.5M	+9%	15k	165.34	View chart
Visa Com Cl A (V)	0.3	$2.5M	+2%	8.3k	302.24	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$2.5M	+10%	76k	32.95	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.3	$2.5M	+11%	69k	36.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$2.5M	+10%	3.8k	650.57	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$2.5M	+4%	19k	132.90	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$2.4M	+64%	25k	95.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$2.4M	-2%	4.1k	577.11	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.4M	+17%	26k	90.53	View chart
Altria (MO)	0.3	$2.3M	+10%	35k	65.99	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$2.3M	+21%	28k	83.57	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$2.3M	+2%	11k	211.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$2.3M	+13%	20k	113.11	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.3	$2.2M	-3%	32k	68.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.2M		7.6k	286.88	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$2.2M	+72%	1.6k	1320.83	View chart
Johnson & Johnson (JNJ)	0.3	$2.2M		8.8k	244.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.1M		40k	54.05	View chart
Nebius Group Shs Class A Call Option (NBIS)	0.3	$2.1M	+16%	20k	103.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.1M	+14%	8.4k	248.00	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$2.0M	+30%	41k	49.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M	+3%	6.3k	320.78	View chart
Ares Capital Corporation (ARCC)	0.2	$2.0M	+6%	112k	18.02	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.0M	+13%	76k	26.61	View chart
Marathon Petroleum Corp (MPC)	0.2	$2.0M	-2%	8.2k	244.19	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$2.0M	+76%	19k	106.50	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.2	$2.0M	+13%	25k	78.77	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.9M	+17%	18k	106.15	View chart
Spdr Series Trust State Street Spd (SPHY)	0.2	$1.9M	-2%	79k	23.32	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$1.8M	+20%	14k	128.12	View chart
Merck & Co (MRK)	0.2	$1.8M	+2%	15k	120.31	View chart
Micron Technology (MU)	0.2	$1.8M		5.4k	337.86	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$1.8M	-12%	18k	100.66	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.2	$1.8M	+4%	43k	41.56	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.2	$1.7M	+4%	38k	45.55	View chart
Progressive Corporation (PGR)	0.2	$1.7M	+30%	8.6k	198.24	View chart
Bristol Myers Squibb (BMY)	0.2	$1.7M	+2%	28k	60.65	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$1.7M	+23%	74k	22.34	View chart
Broadcom (AVGO)	0.2	$1.6M	-9%	5.3k	309.49	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$1.6M	-2%	40k	40.81	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.6M	+20%	7.6k	213.66	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$1.6M	NEW	17k	95.82	View chart
McDonald's Corporation (MCD)	0.2	$1.6M		5.2k	310.78	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$1.6M	+19%	63k	25.62	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$1.6M	NEW	39k	41.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.6M	+6%	3.3k	479.20	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.2	$1.6M	NEW	34k	46.80	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.6M	+17%	23k	67.59	View chart
Coca-Cola Company (KO)	0.2	$1.5M		20k	76.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$1.5M	+6%	34k	45.62	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$1.5M	+276%	17k	91.64	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.5M	-9%	61k	24.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$1.5M	-2%	19k	76.54	View chart
Caterpillar (CAT)	0.2	$1.5M	+20%	2.1k	708.47	View chart
International Business Machines (IBM)	0.2	$1.5M	-12%	6.0k	242.39	View chart
T Rowe Price Etf International Eq (TOUS)	0.2	$1.5M	+15%	42k	34.54	View chart
Newmont Mining Corporation (NEM)	0.2	$1.4M	-4%	13k	108.25	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.4M	+60%	37k	38.42	View chart
Commerce Bancshares (CBSH)	0.2	$1.4M	-5%	29k	49.20	View chart
Bank of America Corporation (BAC)	0.2	$1.4M		29k	48.75	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.2	$1.4M	+7%	29k	49.43	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$1.4M		41k	34.41	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$1.4M		46k	30.50	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.2	$1.4M	+20%	38k	36.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.4M	+31%	55k	24.75	View chart
At&t (T)	0.2	$1.3M		46k	28.99	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$1.3M		33k	40.19	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.3M	+2%	11k	116.29	View chart
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)	0.2	$1.3M	NEW	49k	26.91	View chart
Goldman Sachs (GS)	0.2	$1.3M	-2%	1.5k	845.74	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$1.3M	NEW	26k	50.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.3M	+3%	5.8k	217.25	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.2	$1.3M		26k	48.15	View chart
Managed Portfolio Series Leuthold Select (LST)	0.2	$1.3M	NEW	31k	40.45	View chart
Abbvie (ABBV)	0.2	$1.3M		5.8k	217.50	View chart
Annaly Capital Management In Com New (NLY)	0.2	$1.2M	+4%	59k	21.15	View chart
Cisco Systems (CSCO)	0.2	$1.2M	+2%	16k	77.59	View chart
Diamondback Energy (FANG)	0.2	$1.2M		6.3k	197.77	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.2M		2.7k	460.99	View chart
Eli Lilly & Co. (LLY)	0.2	$1.2M	-10%	1.3k	919.59	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$1.2M		14k	86.69	View chart
Coreweave Com Cl A Call Option (CRWV)	0.1	$1.2M	+241%	16k	77.47	View chart
Home Depot (HD)	0.1	$1.2M	+3%	3.6k	328.85	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.2M	-13%	23k	50.98	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$1.1M	+11%	7.0k	163.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.1M	-32%	2.7k	430.29	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.1M	+12%	2.6k	426.40	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	+3%	1.9k	604.34	View chart
Global X Fds 1-3 Month T-bill (CLIP)	0.1	$1.1M	+30%	11k	100.36	View chart
Gladstone Investment Corporation (GAIN)	0.1	$1.1M	+9%	78k	14.20	View chart
Quanta Services (PWR)	0.1	$1.1M	-9%	2.0k	549.02	View chart
Southern Company (SO)	0.1	$1.1M		11k	96.52	View chart
T Rowe Price Etf Technology Etf (TTEQ)	0.1	$1.1M	+49%	36k	30.26	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.1M		20k	53.22	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.1M	+8%	15k	70.84	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.0M		6.6k	157.35	View chart
Kinder Morgan (KMI)	0.1	$1.0M		31k	33.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.0M	+5%	13k	79.56	View chart
Wisdomtree Tr Dynamic Intl Sml (DDLS)	0.1	$1.0M		24k	43.46	View chart
Netflix (NFLX)	0.1	$1.0M		11k	96.15	View chart
Applied Materials (AMAT)	0.1	$1.0M	+5%	3.0k	341.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M	+53%	15k	67.53	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$1.0M	+10%	9.9k	101.79	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.0M	-5%	5.2k	192.91	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.1	$987k	+37%	19k	53.43	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$983k	+8%	28k	34.63	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$971k	+15%	69k	14.08	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.1	$969k	+4%	7.3k	133.19	View chart
3M Company (MMM)	0.1	$968k		6.7k	145.24	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$963k	+33%	2.9k	337.95	View chart
Servicenow (NOW)	0.1	$938k	+215%	9.0k	104.55	View chart
Kodiak Gas Svcs (KGS)	0.1	$925k		16k	58.32	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$918k		7.2k	128.25	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$915k		74k	12.40	View chart
Ge Aerospace Com New (GE)	0.1	$915k	+3%	3.2k	283.84	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$910k		14k	66.77	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.1	$909k	+34%	19k	46.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$902k	+9%	1.3k	697.83	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$897k	-4%	101k	8.88	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$894k	-72%	4.7k	191.82	View chart
American Tower Reit (AMT)	0.1	$888k	+14%	5.1k	172.58	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$873k	+6%	2.1k	407.69	View chart
UnitedHealth (UNH)	0.1	$870k	-16%	3.2k	270.59	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$866k	-6%	7.7k	112.11	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$863k	+93%	17k	50.14	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$860k	-3%	10k	85.61	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$858k	+4%	9.1k	93.93	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)	0.1	$851k	+9%	23k	36.41	View chart
FedEx Corporation (FDX)	0.1	$839k	-14%	2.4k	356.24	View chart
Northrop Grumman Corporation (NOC)	0.1	$838k	+11%	1.2k	682.24	View chart
Pepsi (PEP)	0.1	$831k	+18%	5.4k	155.29	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$787k	-12%	16k	49.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$785k	+14%	8.5k	92.74	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$782k	+8%	14k	54.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$770k		4.2k	184.26	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	0.1	$768k	+10%	23k	33.11	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.1	$754k	NEW	6.8k	110.40	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.1	$754k	+16%	15k	52.15	View chart
Mastercard Incorporated Cl A (MA)	0.1	$747k	-2%	1.5k	499.68	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$743k	+35%	5.0k	148.09	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$741k	-44%	15k	49.38	View chart
Coinbase Global Com Cl A Call Option (COIN)	0.1	$740k		4.2k	174.61	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$738k	+16%	12k	62.68	View chart
T Rowe Price Etf Total Return Etf (TOTR)	0.1	$735k	-39%	18k	40.28	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$720k	+11%	7.6k	94.95	View chart
Roku Com Cl A (ROKU)	0.1	$714k		7.6k	94.62	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$708k	-3%	27k	26.30	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$703k	+5%	3.3k	216.01	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$688k	-4%	7.1k	96.69	View chart
Nextera Energy (NEE)	0.1	$685k	+7%	7.4k	92.88	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$685k	+10%	21k	32.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$656k	+2%	2.7k	239.97	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$651k		3.3k	197.10	View chart
Cloudflare Cl A Com (NET)	0.1	$645k	-6%	3.1k	206.34	View chart
Lowe's Companies (LOW)	0.1	$638k	-12%	2.7k	236.26	View chart
Simon Property (SPG)	0.1	$635k		3.4k	186.53	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.1	$635k	+2%	5.3k	119.51	View chart
Oracle Corporation (ORCL)	0.1	$634k	-26%	4.3k	147.09	View chart
Walt Disney Company (DIS)	0.1	$633k		6.6k	96.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$631k	-5%	1.7k	367.40	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$629k	+12%	14k	45.86	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$627k	+41%	4.1k	151.28	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$621k	+62%	5.4k	114.99	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$607k	-3%	4.6k	131.02	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$602k	+10%	2.0k	302.25	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$593k	+22%	18k	32.95	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.1	$582k	+43%	16k	36.67	View chart
Broadridge Financial Solutions (BR)	0.1	$581k	+8%	3.6k	162.48	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$574k	+4%	11k	51.23	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.1	$572k	-21%	13k	43.59	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.1	$567k	+12%	10k	55.48	View chart
Spdr Series Trust State Street Spd (JNK)	0.1	$564k	+6%	5.9k	95.72	View chart
Lam Research Corp Com New (LRCX)	0.1	$561k	+32%	2.6k	213.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$560k	-4%	2.6k	215.06	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$558k		4.9k	114.91	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$557k	+12%	20k	27.73	View chart
Viper Energy Cl A (VNOM)	0.1	$554k		12k	46.99	View chart
Advisorshares Tr Advisorshs Etf (CWS)	0.1	$552k	-57%	8.5k	64.76	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$550k	+12%	5.9k	93.66	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$543k	+8%	1.7k	313.81	View chart
Ishares Ethereum Tr SHS (ETHA)	0.1	$542k	-29%	34k	15.83	View chart
Intel Corporation (INTC)	0.1	$542k		12k	44.13	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$539k	NEW	11k	51.18	View chart
Dominion Resources (D)	0.1	$539k		8.7k	61.82	View chart
Amgen (AMGN)	0.1	$532k		1.5k	351.79	View chart
Vanguard World Energy Etf (VDE)	0.1	$532k		3.1k	173.04	View chart
Teva Pharmaceutical Inds Sponsored Ads (TEVA)	0.1	$530k		18k	30.12	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.1	$527k		15k	35.94	View chart
First Tr Exchange-traded Wcm Developing W (WCME)	0.1	$527k	NEW	31k	16.79	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$526k		8.1k	64.97	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.1	$525k	+19%	8.0k	65.69	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$524k		2.0k	261.92	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.1	$522k	+18%	21k	25.11	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$522k	NEW	15k	35.14	View chart
Thermo Fisher Scientific (TMO)	0.1	$513k	-5%	1.0k	491.55	View chart
Copart (CPRT)	0.1	$512k	-26%	15k	33.20	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$507k	+28%	21k	24.29	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$505k	-4%	15k	33.12	View chart
salesforce (CRM)	0.1	$503k	+6%	2.7k	186.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$503k	+4%	3.4k	146.60	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$503k		9.5k	52.76	View chart
Keysight Technologies (KEYS)	0.1	$500k	NEW	1.8k	282.37	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$498k	+52%	21k	23.69	View chart
Cintas Corporation (CTAS)	0.1	$492k	-2%	2.9k	169.14	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$491k	-22%	30k	16.61	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$487k	-7%	4.4k	110.85	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$482k		3.1k	155.12	View chart
Ge Vernova (GEV)	0.1	$481k	+19%	551.00	872.65	View chart
Intuit (INTU)	0.1	$481k	+146%	1.1k	432.47	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.1	$480k	-31%	7.9k	61.00	View chart
Chemed Corp Com Stk (CHE)	0.1	$480k	+11%	1.3k	377.74	View chart
Twilio Cl A (TWLO)	0.1	$479k		3.8k	125.82	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$477k		19k	24.80	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$475k		11k	42.54	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$466k	-2%	10k	45.65	View chart
Paypal Holdings (PYPL)	0.1	$464k	-24%	10k	45.23	View chart
O'reilly Automotive (ORLY)	0.1	$462k	+3%	5.0k	92.31	View chart
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)	0.1	$462k	+3%	8.2k	56.26	View chart
Enbridge (ENB)	0.1	$462k	+3%	8.5k	54.14	View chart
Wisdomtree Tr Global Ex Us Qua (DNL)	0.1	$462k		11k	40.37	View chart
Bank of New York Mellon Corporation (BK)	0.1	$460k		3.9k	118.62	View chart
Blackrock (BLK)	0.1	$458k	+3%	476.00	961.42	View chart
Honeywell International (HON)	0.1	$457k	+55%	2.0k	226.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$452k	-7%	5.8k	78.41	View chart
Roper Industries (ROP)	0.1	$452k	+33%	1.3k	353.86	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$451k	-44%	9.0k	49.95	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$451k	+5%	8.9k	50.46	View chart
AFLAC Incorporated (AFL)	0.1	$448k	-2%	4.1k	109.70	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$445k	-19%	18k	24.77	View chart
Albemarle Corporation (ALB)	0.1	$440k	NEW	2.5k	179.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$438k	+15%	1.1k	383.40	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$437k		11k	38.42	View chart
Boeing Company (BA)	0.1	$435k	+5%	2.2k	199.03	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$434k	+10%	4.7k	92.27	View chart
Amphenol Corp Cl A (APH)	0.1	$433k	-40%	3.4k	126.38	View chart
Duke Energy Corp Com New (DUK)	0.1	$430k	+10%	3.3k	130.96	View chart
Air Products & Chemicals (APD)	0.1	$423k	+4%	1.5k	290.49	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$422k	+19%	16k	27.15	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$419k		7.2k	58.47	View chart
Fifth Third Ban (FITB)	0.1	$419k	-3%	9.0k	46.46	View chart
TJX Companies (TJX)	0.1	$416k	+6%	2.6k	159.70	View chart
Petroleo Brasileiro S A Sponsored Adr (PBR)	0.1	$414k	+2%	20k	20.75	View chart
Synopsys (SNPS)	0.1	$408k	+7%	1.0k	396.48	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$405k		5.8k	69.30	View chart
Block Cl A (XYZ)	0.0	$402k	-36%	6.7k	60.18	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$401k		3.9k	102.26	View chart
ConocoPhillips (COP)	0.0	$397k	+7%	3.0k	131.99	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$391k	-5%	6.4k	61.26	View chart
Linde SHS (LIN)	0.0	$390k	+15%	786.00	496.06	View chart
Kla Corp Com New (KLAC)	0.0	$389k		264.00	1472.41	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$387k		12k	33.37	View chart
Qualcomm (QCOM)	0.0	$385k		3.0k	128.79	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$383k	-93%	20k	19.30	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$380k	+26%	5.6k	68.11	View chart
Chubb (CB)	0.0	$376k	+18%	1.2k	326.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$376k	NEW	3.9k	97.23	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$376k	+5%	18k	21.49	View chart
Waste Management (WM)	0.0	$372k	+2%	1.6k	229.86	View chart
Howmet Aerospace (HWM)	0.0	$366k		1.6k	230.46	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$365k	+11%	1.5k	248.84	View chart
Zoetis Cl A (ZTS)	0.0	$362k	-16%	3.1k	118.20	View chart
Mosaic (MOS)	0.0	$360k	NEW	14k	25.50	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$360k	+5%	4.4k	81.97	View chart
Deere & Company (DE)	0.0	$358k	+22%	636.00	563.60	View chart
Palo Alto Networks (PANW)	0.0	$358k	+76%	2.2k	160.32	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$356k	-3%	7.8k	45.89	View chart
Uber Technologies (UBER)	0.0	$353k	-10%	4.9k	71.93	View chart
Tcg Bdc (CGBD)	0.0	$353k		32k	10.94	View chart
Emerson Electric (EMR)	0.0	$353k		2.7k	131.02	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$353k		24k	14.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$352k		1.2k	287.18	View chart
Kimberly-Clark Corporation (KMB)	0.0	$351k	-2%	3.6k	96.58	View chart
Texas Instruments Incorporated (TXN)	0.0	$350k	-11%	1.8k	194.11	View chart
Generac Holdings (GNRC)	0.0	$348k	NEW	1.8k	195.33	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$348k	+4%	6.7k	51.93	View chart
Analog Devices (ADI)	0.0	$346k	+4%	1.1k	318.00	View chart
Johnson Controls Internation SHS (JCI)	0.0	$344k	NEW	2.6k	130.95	View chart
Doubleline Income Solutions (DSL)	0.0	$343k		32k	10.83	View chart
Abbott Laboratories (ABT)	0.0	$342k	+3%	3.3k	102.67	View chart
Las Vegas Sands (LVS)	0.0	$341k		6.3k	53.88	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$339k		2.3k	145.93	View chart
Chipotle Mexican Grill (CMG)	0.0	$339k	+3%	11k	32.01	View chart
Coupang Cl A (CPNG)	0.0	$336k	+6%	18k	18.88	View chart
Cohen & Steers Etf Trust Infrastructure (CSIO)	0.0	$333k	NEW	12k	27.74	View chart
Booking Holdings (BKNG)	0.0	$333k	+6%	79.00	4216.77	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$328k	-15%	2.2k	145.74	View chart
Unilever Spon Adr New (UL)	0.0	$328k	+2%	5.7k	57.06	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$326k	+2%	3.3k	99.98	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$325k		6.9k	46.95	View chart
Blackrock Tcp Cap Corp (TCPC)	0.0	$323k	-5%	90k	3.61	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$322k	+7%	6.9k	46.67	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.0	$321k	-9%	7.3k	44.18	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$320k		2.0k	161.70	View chart
Shell Spon Ads (SHEL)	0.0	$318k	+6%	3.4k	93.01	View chart
Wells Fargo & Company (WFC)	0.0	$318k	+5%	4.0k	79.62	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$316k	+8%	12k	26.20	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$316k	-7%	2.9k	108.96	View chart
Bank Montreal Medium Cal Lkd 45 (FNGU)	0.0	$315k	NEW	20k	15.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$312k	+5%	4.1k	77.11	View chart
Microchip Technology (MCHP)	0.0	$311k	NEW	4.8k	64.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$309k	+15%	1.6k	191.93	View chart
Ishares Msci Eurzone Etf (EZU)	0.0	$305k	NEW	4.9k	62.64	View chart
Apollo Global Mgmt (APO)	0.0	$302k	+38%	2.7k	111.42	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.0	$301k	-2%	5.0k	60.12	View chart
EOG Resources (EOG)	0.0	$299k	+4%	2.1k	144.58	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$298k	NEW	4.4k	68.14	View chart
Centene Corporation (CNC)	0.0	$297k	NEW	9.1k	32.74	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.0	$295k	+10%	6.3k	47.15	View chart
Pimco Dynamic Income SHS (PDI)	0.0	$295k	+7%	17k	17.11	View chart
Parker-Hannifin Corporation (PH)	0.0	$294k	-8%	328.00	895.24	View chart
Stryker Corporation (SYK)	0.0	$293k	+28%	893.00	328.59	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$293k	+3%	6.9k	42.56	View chart
Carvana Cl A (CVNA)	0.0	$293k		932.00	314.38	View chart
First Tr Exchange-traded SHS (FVD)	0.0	$292k	+4%	6.2k	47.03	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$292k		6.7k	43.45	View chart
Sei Exchange Traded Funds Select Emerging (SEEM)	0.0	$290k	+9%	8.9k	32.75	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.0	$286k	+3%	4.8k	59.20	View chart
Constellation Energy (CEG)	0.0	$283k	+31%	1.0k	279.25	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.0	$283k		17k	17.15	View chart
Trane Technologies SHS (TT)	0.0	$283k	+4%	679.00	416.74	View chart
Strategy Cl A New (MSTR)	0.0	$281k	NEW	2.3k	124.80	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$281k	-7%	5.7k	49.37	View chart
Delta Air Lines Com New (DAL)	0.0	$280k	+37%	4.2k	66.48	View chart
Travelers Companies (TRV)	0.0	$280k		958.00	291.80	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.0	$274k		3.6k	75.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$273k	-6%	912.00	298.85	View chart
Chicago Atlantic Real Estate Fin (REFI)	0.0	$271k		24k	11.32	View chart
Capital One Financial (COF)	0.0	$270k	-2%	1.5k	182.43	View chart
Lazard Active Etf Tr Intl Dynamic Eqt (IDEQ)	0.0	$269k	NEW	8.5k	31.75	View chart
Grayscale Ethereum Staking E SHS (ETHE)	0.0	$268k		16k	17.07	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.0	$267k	+13%	3.5k	75.74	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$266k	-2%	3.8k	70.18	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$266k	NEW	3.2k	82.75	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$264k	-7%	5.5k	48.32	View chart
T Rowe Price Etf Floating Rate (TFLR)	0.0	$264k	NEW	5.2k	50.36	View chart
Sei Exchange Traded Funds Select Small Cap (SEIS)	0.0	$261k	+10%	9.5k	27.63	View chart
Doubleline Etf Trust Shiller Cape U S (CAPE)	0.0	$260k	+14%	8.4k	30.85	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$259k	+6%	2.6k	100.56	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$259k		335.00	772.92	View chart
Medtronic SHS (MDT)	0.0	$258k	-4%	3.0k	86.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$258k	+3%	5.5k	46.74	View chart
Dollar General (DG)	0.0	$258k	-12%	2.2k	118.73	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$257k	NEW	1.0k	250.64	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.0	$257k	-13%	3.6k	70.36	View chart
New York Times Co Mtn Be Cl A (NYT)	0.0	$257k	+3%	3.1k	83.73	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.0	$256k		6.7k	38.34	View chart
Pimco Etf Tr 15+ Yr Us Tips (LTPZ)	0.0	$255k		5.0k	51.03	View chart
Etf Ser Solutions Aptus Deferred I (DEFR)	0.0	$255k	NEW	9.6k	26.60	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.0	$254k	+4%	7.4k	34.53	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.0	$253k	-2%	2.0k	128.26	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$253k		5.0k	50.80	View chart
Vici Pptys (VICI)	0.0	$251k	+19%	9.2k	27.32	View chart
Starbucks Corporation (SBUX)	0.0	$250k		2.8k	89.59	View chart
Ishares Tr Core Msci Euro (IEUR)	0.0	$248k	+5%	3.5k	70.27	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$247k	+4%	22k	11.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$245k	NEW	1.2k	198.29	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$244k	NEW	2.7k	91.77	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$243k	+16%	545.00	446.54	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$243k	NEW	656.00	370.68	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.0	$243k		5.7k	42.31	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$239k	+18%	12k	20.12	View chart
Illumina (ILMN)	0.0	$238k	+5%	1.9k	123.26	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$237k		5.9k	40.14	View chart
Adobe Systems Incorporated (ADBE)	0.0	$236k	-6%	972.00	243.08	View chart
General Dynamics Corporation (GD)	0.0	$236k		688.00	343.22	View chart
Colgate-Palmolive Company (CL)	0.0	$235k	+5%	2.8k	85.24	View chart
Kroger (KR)	0.0	$235k	NEW	3.2k	72.36	View chart
Icahn Enterprises Depositary Unit (IEP)	0.0	$233k	-7%	31k	7.55	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$233k	NEW	2.0k	118.57	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.0	$231k	-23%	6.3k	36.81	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$231k		592.00	390.41	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$230k		21k	11.06	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$229k	NEW	2.5k	91.37	View chart
Virtra Com Par (VTSI)	0.0	$229k	+14%	62k	3.71	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$229k		1.6k	142.16	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.0	$228k	NEW	1.4k	158.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$226k		2.9k	77.18	View chart
Metropcs Communications (TMUS)	0.0	$225k		1.1k	210.03	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$223k	NEW	3.6k	62.56	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$223k		5.6k	40.10	View chart
Main Street Capital Corporation (MAIN)	0.0	$222k	-21%	4.2k	52.96	View chart
Astrazeneca Ord (AZN)	0.0	$222k	NEW	1.1k	197.22	View chart
W.W. Grainger (GWW)	0.0	$221k	NEW	202.00	1091.75	View chart
Wisdomtree Tr True Developed I (DOL)	0.0	$220k	NEW	3.2k	67.99	View chart
Gilead Sciences (GILD)	0.0	$217k	NEW	1.6k	139.41	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.0	$217k	-12%	6.1k	35.67	View chart
Sea Sponsord Ads (SE)	0.0	$217k	+24%	2.6k	82.81	View chart
Devon Energy Corporation (DVN)	0.0	$216k	-39%	4.3k	50.32	View chart
Domino's Pizza (DPZ)	0.0	$216k	NEW	601.00	359.05	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.0	$215k		4.2k	50.63	View chart
T. Rowe Price (TROW)	0.0	$214k	+4%	2.4k	90.14	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$212k	NEW	2.4k	88.69	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$212k	NEW	3.7k	57.19	View chart
Hca Holdings (HCA)	0.0	$209k	-2%	441.00	473.24	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$209k		3.0k	68.78	View chart
Cardinal Health (CAH)	0.0	$206k	-27%	976.00	211.21	View chart
Vanguard Wellington Us Quality (VFQY)	0.0	$206k		1.4k	149.24	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$206k	-2%	2.6k	78.42	View chart
Ishares Tr Core Divid Etf (DIVB)	0.0	$205k		3.8k	53.96	View chart
Marriott Intl Cl A (MAR)	0.0	$204k	NEW	624.00	327.07	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$204k	NEW	2.2k	94.24	View chart
First Tr Exchange-traded Aaa Cmbs Etf (CAAA)	0.0	$201k	NEW	9.9k	20.30	View chart
Sofi Technologies Call Option (SOFI)	0.0	$171k	NEW	11k	15.88	View chart
Plug Pwr Com New Call Option (PLUG)	0.0	$166k	-13%	73k	2.26	View chart
Cion Invt Corp (CION)	0.0	$165k		24k	6.84	View chart
Algonquin Power & Utilities equs (AQN)	0.0	$162k	NEW	26k	6.14	View chart
Schrodinger (SDGR)	0.0	$155k	-5%	14k	11.36	View chart
Ascent Solar Technologies In Com New (ASTI)	0.0	$138k	NEW	35k	3.94	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$131k	NEW	10k	12.80	View chart
Marathon Digital Holdings In (MARA)	0.0	$129k	-7%	16k	8.16	View chart
Cleveland-cliffs (CLF)	0.0	$112k	-5%	13k	8.45	View chart
Celsius Hldgs Com New Call Option (CELH)	0.0	$28k	NEW	800.00	35.48	View chart
Bitfarms	0.0	$24k		12k	1.95	View chart
Archer Aviation Com Cl A Call Option (ACHR)	0.0	$23k	-13%	4.5k	5.17	View chart
Etf Opportunities Trust T-rex 2x Long Bm (BMNU)	0.0	$21k	NEW	12k	1.76	View chart
Recursion Pharmaceuticals In Cl A Call Option (RXRX)	0.0	$1.8k	NEW	600.00	3.07	View chart

Past Filings by United Advisor Group

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

United Advisor Group 2026 Q1 filed April 17, 2026
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

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