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CIK: 0002004873
Total reported value
$947.7M
$947.7M
363 檔
7.3%
The Q4 2024 SEC filing reveals that United Advisor Group, LLC held a total portfolio value of $947.7M, covering 363 public equity positions.
During Q4 2024, United Advisor Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, AMZN) accounted for 7.3% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 363 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.42% | -0.06% | +2.03% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.23% | -0.07% | -1.40% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.58% | -0.02% | -2.69% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.31% | -0.09% | +7.70% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | +0.01% | +4.43% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-Other | 2.16% | -0.04% | +16.07% | |
| 7 | STXF | Strive 500 ETF | ETF-Other | 1.96% | +0.03% | +40.96% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 1.63% | +0.07% | +3.90% | |
| 9 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.59% | -0.07% | +11.95% | |
| 10 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.53% | -0.06% | -0.29% | |
| 11 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.47% | -0.06% | +3.66% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.47% | -0.55% | -3.15% | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.39% | -0.07% | +11.33% | |
| 14 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.29% | -0.05% | +16.97% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.27% | +0.05% | -3.15% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.25% | +0.07% | +125.08% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.19% | -0.12% | +8.31% | |
| 18 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.18% | -0.05% | +22.39% | |
| 19 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.11% | -0.04% | -0.90% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.07% | +54.37% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.13% | +1.82% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.84% | EXIT | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.99% | — | +13.33% | |
| 24 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.96% | -0.07% | +3.67% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.01% | +53.68% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.94% | -0.03% | +221.43% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.89% | -0.06% | +32.47% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | -0.01% | +0.88% | |
| 29 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.84% | -0.01% | +18.01% | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.81% | -0.04% | -3.40% | |
| 31 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 0.80% | -0.15% | +4.94% | |
| 32 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.79% | -0.08% | — | |
| 33 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.78% | -0.06% | +22.63% | |
| 34 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.72% | -0.03% | +11.19% | |
| 35 | MFIC | Midcap Financial Investment | Stock-Other | 0.66% | -0.09% | +1.87% | |
| 36 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.65% | -0.09% | +26.64% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | -0.02% | +0.72% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.03% | +46.41% | |
| 39 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.62% | -0.03% | +32.74% | |
| 40 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 0.62% | -0.01% | +11.87% | |
| 41 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.60% | -0.05% | +9.55% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.59% | -0.12% | +6.38% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.05% | -18.24% | |
| 44 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.57% | -0.05% | +17.43% | |
| 45 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.04% | +7.54% | |
| 46 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.56% | -0.06% | -15.79% | |
| 47 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.54% | -0.06% | +13.35% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.52% | +0.05% | +6.48% | |
| 49 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.51% | -0.03% | +20.46% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.07% | +4.06% |
According to official SEC Form 13F filings, United Advisor Group, LLC reported a total U.S. public equity portfolio value of $947.7M across 363 disclosed positions in Q4 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q4 2024, United Advisor Group, LLC's top holdings by market value included AAPL (3.4%)、NVDA (3.2%)、AMZN (2.6%). The largest single position, AAPL, represented 3.4% of total portfolio value.
In Q4 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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