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United Advisor Group, Llc

Portfolio Manager
United Advisor Group, LLC
Performance
-7.17% (2026 Q1)
AUM (13F)
$811.34M
# of Holdings
497
Performance Rank
Allocation (Top 20)
30.31%

United Advisor Group, Llc Holdings Map

Top 50 United Advisor Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
3.13%144.9K$25.3M
+1.86%(+2.64K)
2025-Q1: 117.8K shares2025-Q2: 125.7K shares2025-Q3: 147.3K shares2025-Q4: 142.2K shares2026-Q1: 144.9K shares
$95.67(+105.40%)
2026-03-31
AAPL
APPLE INC
2.76%87.8K$22.3M
+0.41%(+356)
2025-Q1: 65.4K shares2025-Q2: 70.2K shares2025-Q3: 89.1K shares2025-Q4: 87.4K shares2026-Q1: 87.8K shares
$202.13(+40.59%)
2026-03-31
STRV
EA SERIES TRUST
1.97%379.5K$15.9M
+3.71%(+13.58K)
2025-Q1: 289.1K shares2025-Q2: 321.1K shares2025-Q3: 355.0K shares2025-Q4: 365.9K shares2026-Q1: 379.5K shares
$36.09(+29.39%)
2026-03-31
AMZN
AMAZON COM INC
1.9%73.7K$15.3M
+6.22%(+4.31K)
2025-Q1: 46.9K shares2025-Q2: 48.6K shares2025-Q3: 69.9K shares2025-Q4: 69.4K shares2026-Q1: 73.7K shares
$185.73(+47.28%)
2026-03-31
ACIO
ETF SER SOLUTIONS
1.89%364.5K$15.3M
+6.37%(+21.83K)
2025-Q1: 288.9K shares2025-Q2: 306.5K shares2025-Q3: 338.1K shares2025-Q4: 342.7K shares2026-Q1: 364.5K shares
$37.73(+20.29%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
1.79%98.6K$14.4M
+3.86%(+3.67K)
2025-Q1: 86.5K shares2025-Q2: 90.2K shares2025-Q3: 98.0K shares2025-Q4: 94.9K shares2026-Q1: 98.6K shares
$41.10(+230.71%)
2026-03-31
MSFT
MICROSOFT CORP
1.76%38.4K$14.2M
+17.65%(+5.76K)
2025-Q1: 23.1K shares2025-Q2: 24.4K shares2025-Q3: 31.4K shares2025-Q4: 32.7K shares2026-Q1: 38.4K shares
$414.25(-0.69%)
2026-03-31
DGRW
WISDOMTREE TR
1.53%140.2K$12.3M
+1.44%(+2.00K)
2025-Q1: 154.4K shares2025-Q2: 159.0K shares2025-Q3: 132.7K shares2025-Q4: 138.2K shares2026-Q1: 140.2K shares
$76.82(+22.33%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
1.47%174.1K$11.9M
+3.41%(+5.74K)
2025-Q1: 149.6K shares2025-Q2: 147.7K shares2025-Q3: 154.2K shares2025-Q4: 168.3K shares2026-Q1: 174.1K shares
$56.76(+31.24%)
2026-03-31
DLN
WISDOMTREE TR
1.35%122.0K$10.9M
+0.70%(+854)
2025-Q1: 108.9K shares2025-Q2: 108.5K shares2025-Q3: 117.2K shares2025-Q4: 121.2K shares2026-Q1: 122.0K shares
$73.33(+28.27%)
2026-03-31

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