Filer Name: UNITED ADVISOR GROUP, LLC
CIK: 2004873
Period: 2024-12-31
Filed At: 2025-02-24
Number of Holdings: 363
Portfolio Value: $0.51B

United Advisor Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AAPL US APPLE INC 68,985 $17M 3.42% 2.0% -
NVDA US NVIDIA CORP 121,542 $16M 3.23% -1.4% -
AMZN US AMAZON.COM INC 59,397 $13M 2.58% -2.7% -
DGRW US WISDOMTREE U.S. QUALITY DIVI 144,250 $12M 2.31% 7.7% -
MSFT US MICROSOFT CORP 25,980 $11M 2.17% 4.4% -
ACIO US APTUS COLLARED INVESTMENT OP 270,753 $11M 2.16% 16.1% -
STRV US STRIVE 500 ETF 261,700 $10M 1.96% 41.0% -
RDVY US FIRST TRUST RISING DIVIDEND 139,308 $8M 1.63% 3.9% -
DLN US WISDOMTREE US LARGECAP DIVID 103,263 $8M 1.59% 11.9% -
UPS US UNITED PARCEL SERVICE-CL B 61,522 $8M 1.53% -0.3% -
TDVG US T ROWE PRICE DIVIDEND GROWTH 187,869 $7M 1.47% 3.7% -
PLTR US PALANTIR TECHNOLOGIES INC-A 98,025 $7M 1.47% -3.1% -
DON US WISDOMTREE US MIDCAP DIVIDEN 138,257 $7M 1.39% 11.3% -
OSCV US OPUS SMALL CAP VALUE ETF 176,214 $7M 1.29% 17.0% -
GOOGL US ALPHABET INC-CL A 33,810 $6M 1.27% -3.1% -
QQQM US INVESCO NASDAQ 100 ETF 29,918 $6M 1.25% 125.1% -
JPST US JPMORGAN ULTRA-SHORT INCOME 118,964 $6M 1.19% 8.3% -
DRSK US APTUS DEFINED RISK ETF 218,225 $6M 1.18% 22.4% -
FSK US FS KKR CAPITAL CORP 257,849 $6M 1.11% -0.9% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 62,779 $6M 1.09% 54.4% -
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