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CIK: 0002004873
Total reported value
$947.7M
$947.7M
210 檔
4.4%
According to the latest 13F quarterly dataset, United Advisor Group, LLC managed an equity portfolio of $947.7M at the end of Q1 2024, spanning 210 distinct U.S. exchange-listed positions.
During Q1 2024, United Advisor Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 210 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.66% | -0.07% | — | |
| 2 | UPS | United Parcel Service-cl B | Stock-Industrials | 3.28% | -0.06% | -19.37% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.15% | -0.06% | — | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.93% | -0.02% | +124.37% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | +0.01% | -27.87% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.57% | -0.03% | -32.04% | |
| 7 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.53% | -0.09% | — | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 2.35% | +0.07% | — | |
| 9 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 2.00% | -0.06% | — | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.87% | -0.12% | — | |
| 11 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.83% | -0.04% | +75.54% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.83% | -0.07% | — | |
| 13 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.82% | -0.04% | — | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.66% | -0.07% | — | |
| 15 | ARDC | Ares Dynamic Credit All | Stock-Other | 1.53% | -0.07% | — | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.42% | -0.04% | -30.03% | |
| 17 | STXF | Strive 500 ETF | ETF-Other | 1.40% | +0.03% | — | |
| 18 | PXDEUR | Pioneer Natural Resources Co | Stock-Other | 1.24% | — | — | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.19% | -0.02% | +1302.33% | |
| 20 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 1.15% | -0.15% | — | |
| 21 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.14% | -0.06% | +117.72% | |
| 22 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.09% | -0.05% | — | |
| 23 | MFIC | Midcap Financial Investment | Stock-Other | 1.06% | -0.09% | — | |
| 24 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 1.02% | -0.05% | — | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.99% | -0.06% | — | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.01% | — | |
| 27 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.94% | -0.05% | — | |
| 28 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.89% | -0.05% | -36.93% | |
| 29 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.89% | -0.03% | — | |
| 30 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.88% | -0.03% | — | |
| 31 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 0.86% | -0.01% | — | |
| 32 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.79% | -0.06% | — | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.77% | -0.06% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.05% | — | |
| 35 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.73% | — | +237.56% | |
| 36 | GSBD | Goldman Sachs Bdc Inc | Stock-Other | 0.73% | -0.01% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-Other | 0.72% | +0.04% | +21.16% | |
| 38 | IHDG | Wisdomtree International Hed | ETF-Other | 0.72% | -0.02% | — | |
| 39 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.72% | -0.01% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | — | — | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.68% | -0.03% | +7.07% | |
| 42 | ARCC | Ares Capital CORP | Stock-Financials | 0.68% | -0.03% | — | |
| 43 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.68% | -0.55% | — | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.84% | EXIT | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.67% | -0.05% | — | |
| 46 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.66% | -0.09% | — | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.07% | — | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.66% | -0.07% | +234.37% | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.13% | — | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.65% | -0.23% | +521.97% |
According to official SEC Form 13F filings, United Advisor Group, LLC reported a total U.S. public equity portfolio value of $947.7M across 210 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, UPS, AAPL) accounted for 4.4% of total reported equity market value during Q1 2024.
During Q1 2024, United Advisor Group, LLC's top holdings by market value included NVDA (3.7%)、UPS (3.3%)、AAPL (3.1%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q1 2024, United Advisor Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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