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CIK: 0002004873
Total reported value
$947.7M
$947.7M
342 檔
6.7%
As reported in its official Q3 2024 Form 13F filing, United Advisor Group, LLC's tracked investment portfolio stood at $947.7M with 342 total positions.
During Q3 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 342 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.56% | -0.06% | +32.76% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.38% | -0.07% | +15.66% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.57% | -0.02% | +52.25% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.52% | -0.09% | +21.19% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.42% | +0.01% | +38.76% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-Other | 2.09% | -0.04% | +18.07% | |
| 7 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.90% | -0.06% | +2.37% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 1.79% | +0.07% | +8.26% | |
| 9 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.68% | -0.06% | +13.69% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.64% | -0.07% | +17.25% | |
| 11 | STXF | Strive 500 ETF | ETF-Other | 1.55% | +0.03% | +12.29% | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.43% | -0.07% | +12.60% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.36% | -0.84% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.31% | +0.05% | +150.18% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.27% | -0.05% | +18.55% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.26% | -0.12% | +13.54% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.13% | +128.14% | |
| 18 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.16% | -0.04% | +0.49% | |
| 19 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.14% | -0.05% | +27.62% | |
| 20 | ARDC | Ares Dynamic Credit All | Stock-Other | 1.07% | -0.07% | +0.87% | |
| 21 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.98% | -0.03% | -36.99% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.01% | +27.71% | |
| 23 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 0.87% | -0.15% | +0.32% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.85% | -0.55% | +17.46% | |
| 25 | DFAI | Dimensional International Co | ETF-Other | 0.84% | -0.06% | +7.32% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.05% | +60.19% | |
| 27 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.82% | -0.01% | +27.76% | |
| 28 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.78% | -0.06% | -1.01% | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.77% | -0.06% | +28.57% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.07% | +0.52% | |
| 31 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.75% | -0.03% | +16.76% | |
| 32 | MFIC | Midcap Financial Investment | Stock-Other | 0.74% | -0.09% | +24.30% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.73% | -0.02% | -7.52% | |
| 34 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.73% | -0.04% | — | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.01% | +37.85% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.65% | — | +35.68% | |
| 37 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.65% | -0.09% | +31.85% | |
| 38 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 0.65% | -0.01% | +16.72% | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.64% | +0.37% | +803.28% | |
| 40 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.63% | -0.05% | +6.54% | |
| 41 | IHDG | Wisdomtree International Hed | ETF-Other | 0.61% | -0.02% | +21.92% | |
| 42 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.60% | +0.07% | +16.71% | |
| 43 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.58% | -0.06% | +5.77% | |
| 44 | IDUB | Aptus Intl Enhan Yld ETF | ETF-Other | 0.58% | — | +29.36% | |
| 45 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.57% | -0.03% | +14.48% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.57% | -0.12% | +15.16% | |
| 47 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.57% | -0.05% | +21.59% | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | +0.04% | +2.56% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.07% | +15.08% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.09% | +154.75% |
According to official SEC Form 13F filings, United Advisor Group, LLC reported a total U.S. public equity portfolio value of $947.7M across 342 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 6.7% of total reported equity market value during Q3 2024.
During Q3 2024, United Advisor Group, LLC's top holdings by market value included AAPL (3.6%)、NVDA (3.4%)、AMZN (2.6%). The largest single position, AAPL, represented 3.6% of total portfolio value.
In Q3 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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