United Advisor Group
Latest statistics and disclosures from United Advisor Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, UPS, AAPL, AMZN, MSFT, and represent 15.74% of United Advisor Group's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$9.7M), AAPL (+$8.4M), DGRW (+$6.7M), RDVY (+$6.3M), TDVG (+$5.3M), JPST, DLN, ACIO, DON, AMZN.
- Started 159 new stock positions in NVDA, NEM, NLY, TDVG, IHDG, DOCU, BXSL, DES, CI, HYD.
- Reduced shares in these 10 stocks: SCHX, GS, MSFT, UPS, CBSH, VEA, PG, SCHA, HD, PGR.
- Sold out of its positions in IWB, LULU, VIG, BIV.
- United Advisor Group was a net buyer of stock by $183M.
- United Advisor Group has $266M in assets under management (AUM), dropping by 243.07%.
- Central Index Key (CIK): 0002004873
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Portfolio Holdings for United Advisor Group
United Advisor Group holds 210 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.7 | $9.7M | NEW | 11k | 903.56 |
|
| United Parcel Service (UPS) | 3.3 | $8.7M | -19% | 59k | 148.63 |
|
| Apple (AAPL) | 3.2 | $8.4M | NEW | 49k | 171.48 |
|
| Amazon (AMZN) | 2.9 | $7.8M | +124% | 43k | 180.38 |
|
| Microsoft Corporation (MSFT) | 2.7 | $7.2M | -27% | 17k | 420.72 |
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 2.6 | $6.8M | -32% | 110k | 62.06 |
|
| wisdomtreetrusdivd.. (DGRW) | 2.5 | $6.7M | NEW | 88k | 76.19 |
|
| First Tr Exchange Traded Fd first tr nasdaq (RDVY) | 2.3 | $6.3M | NEW | 111k | 56.17 |
|
| T Rowe Price Etf (TDVG) | 2.0 | $5.3M | NEW | 140k | 38.00 |
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 1.9 | $5.0M | NEW | 99k | 50.45 |
|
| Fs Kkr Capital Corp (FSK) | 1.8 | $4.9M | +75% | 256k | 19.07 |
|
| WisdomTree LargeCap Dividend Fund (DLN) | 1.8 | $4.9M | NEW | 67k | 72.19 |
|
| Etf Ser Solutions Aptus Collared (ACIO) | 1.8 | $4.8M | NEW | 134k | 36.03 |
|
| WisdomTree MidCap Dividend Fund (DON) | 1.7 | $4.4M | NEW | 90k | 48.77 |
|
| Ares Dynamic Cr Allocation (ARDC) | 1.5 | $4.1M | NEW | 287k | 14.23 |
|
| Vanguard Europe Pacific ETF (VEA) | 1.4 | $3.8M | -30% | 75k | 50.17 |
|
| Ea Series Trust (STRV) | 1.4 | $3.7M | NEW | 111k | 33.66 |
|
| Pioneer Natural Resources (PXD) | 1.2 | $3.3M | NEW | 13k | 262.50 |
|
| Ishares Msci Usa Quality Facto invalid (QUAL) | 1.2 | $3.2M | +1302% | 19k | 164.35 |
|
| Duff & Phelps Global (DPG) | 1.2 | $3.1M | NEW | 320k | 9.56 |
|
| Etf Ser Solutions (JUCY) | 1.1 | $3.0M | +117% | 130k | 23.38 |
|
| Opus Small Cap Value Plus Etf exchange traded funds (OSCV) | 1.1 | $2.9M | NEW | 81k | 35.96 |
|
| Apollo Investment Corp. (MFIC) | 1.1 | $2.8M | NEW | 187k | 15.04 |
|
| Golub Capital BDC (GBDC) | 1.0 | $2.7M | NEW | 163k | 16.63 |
|
| Dimensional Etf Trust (DFAI) | 1.0 | $2.6M | NEW | 88k | 30.22 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.6M | NEW | 13k | 200.30 |
|
| Aptus Defined Risk Etf exchange traded funds (DRSK) | 0.9 | $2.5M | NEW | 94k | 26.66 |
|
| Procter & Gamble Company (PG) | 0.9 | $2.4M | -36% | 15k | 162.25 |
|
| Proshares Tr mdcp 400 divid (REGL) | 0.9 | $2.4M | NEW | 30k | 78.56 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.9 | $2.3M | NEW | 119k | 19.66 |
|
| Proshares Tr russ 2000 divd (SMDV) | 0.9 | $2.3M | NEW | 36k | 64.02 |
|
| Starwood Property Trust (STWD) | 0.8 | $2.1M | NEW | 103k | 20.33 |
|
| Jp Morgan Exchange Traded Fd fund (JCPB) | 0.8 | $2.1M | NEW | 44k | 46.65 |
|
| Alphabet Inc Class A cs (GOOGL) | 0.7 | $2.0M | NEW | 13k | 150.93 |
|
| First Tr Exchng Traded Fd Vi tcw unconstrai (UCON) | 0.7 | $1.9M | +237% | 79k | 24.60 |
|
| Goldmansachsbdc (GSBD) | 0.7 | $1.9M | NEW | 130k | 14.98 |
|
| Vanguard Growth ETF (VUG) | 0.7 | $1.9M | +21% | 5.6k | 344.20 |
|
| Wisdomtree Tr itl hdg div gt (IHDG) | 0.7 | $1.9M | NEW | 42k | 45.94 |
|
| Wisdomtree Us Smallcap Dividen mf (DGRS) | 0.7 | $1.9M | NEW | 39k | 49.64 |
|
| Spdr S&p 500 Etf (SPY) | 0.7 | $1.9M | NEW | 3.6k | 523.07 |
|
| Vanguard Value ETF (VTV) | 0.7 | $1.8M | +7% | 11k | 162.86 |
|
| Ares Capital Corporation (ARCC) | 0.7 | $1.8M | NEW | 87k | 20.82 |
|
| Palantir Technologies (PLTR) | 0.7 | $1.8M | NEW | 78k | 23.01 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | NEW | 15k | 116.24 |
|
| Enterprise Products Partners (EPD) | 0.7 | $1.8M | NEW | 61k | 29.18 |
|
| Cambria Etf Tr cambria fgn shr (FYLD) | 0.7 | $1.7M | NEW | 65k | 27.01 |
|
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.7 | $1.7M | NEW | 24k | 73.15 |
|
| iShares Lehman Aggregate Bond (AGG) | 0.7 | $1.7M | +234% | 18k | 97.94 |
|
| Facebook Inc cl a (META) | 0.7 | $1.7M | NEW | 3.6k | 485.58 |
|
| iShares S&P 500 Value Index (IVE) | 0.6 | $1.7M | +521% | 9.2k | 186.81 |
|
| Blackrock Tcp Cap Corp (TCPC) | 0.6 | $1.7M | NEW | 160k | 10.43 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.6 | $1.6M | NEW | 3.7k | 444.01 |
|
| Commerce Bancshares (CBSH) | 0.6 | $1.6M | -54% | 31k | 53.20 |
|
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.6 | $1.6M | NEW | 31k | 50.86 |
|
| Verizon Communications (VZ) | 0.6 | $1.5M | +453% | 37k | 41.96 |
|
| Tesla Motors (TSLA) | 0.5 | $1.5M | NEW | 8.3k | 175.79 |
|
| Wal-Mart Stores (WMT) | 0.5 | $1.3M | +122% | 22k | 60.17 |
|
| Ishares Inc ctr wld minvl (ACWV) | 0.5 | $1.3M | +235% | 13k | 105.27 |
|
| Invesco Nasdaq 100 Etf (QQQM) | 0.5 | $1.3M | NEW | 7.2k | 182.69 |
|
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.3M | +155% | 31k | 41.77 |
|
| Jp Morgan Exchange Traded Fd fund (JMUB) | 0.5 | $1.3M | 25k | 50.74 |
|
|
| First Tr Exchng Traded Fd Vi tcw opportunis (FIXD) | 0.5 | $1.3M | NEW | 29k | 43.60 |
|
| D First Tr Exchange-traded (FPE) | 0.5 | $1.3M | NEW | 73k | 17.32 |
|
| Cambria Etf Tr emrg sharehldr (EYLD) | 0.5 | $1.2M | NEW | 37k | 33.54 |
|
| Bain Cap Specialty Fin (BCSF) | 0.4 | $1.2M | NEW | 76k | 15.68 |
|
| Vanguard Mega Cap 300 Growth Index ETF (MGK) | 0.4 | $1.1M | +7% | 3.9k | 286.61 |
|
| Ark Etf Tr innovation etf (ARKK) | 0.4 | $1.1M | NEW | 22k | 50.08 |
|
| Target Corporation (TGT) | 0.4 | $1.1M | NEW | 6.2k | 177.21 |
|
| WisdomTree SmallCap Dividend Fund (DES) | 0.4 | $1.1M | NEW | 34k | 32.68 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $1.1M | NEW | 1.5k | 732.63 |
|
| Vanguard Small-Cap Value ETF (VBR) | 0.4 | $1.1M | +46% | 5.5k | 191.88 |
|
| Vanguard S&p 500 Etf idx (VOO) | 0.4 | $1.1M | +94% | 2.2k | 480.59 |
|
| FedEx Corporation (FDX) | 0.4 | $1.0M | NEW | 3.6k | 289.74 |
|
| Annaly Capital Management (NLY) | 0.4 | $1.0M | NEW | 52k | 19.69 |
|
| Intuitive Surgical (ISRG) | 0.4 | $987k | NEW | 2.5k | 399.09 |
|
| Altria (MO) | 0.4 | $984k | NEW | 23k | 43.62 |
|
| Sei Exchange Traded Funds (SEIV) | 0.4 | $970k | NEW | 31k | 30.97 |
|
| Sei Exchange Traded Funds (SEIM) | 0.4 | $957k | NEW | 30k | 32.14 |
|
| First Trust Value Line Dividend Indx Fnd (FVD) | 0.4 | $956k | NEW | 23k | 42.23 |
|
| Lowe's Companies (LOW) | 0.3 | $907k | +87% | 3.6k | 254.73 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $883k | NEW | 1.7k | 504.60 |
|
| Vanguard Mega Cap 300 Value Index ETF (MGV) | 0.3 | $872k | NEW | 7.3k | 119.51 |
|
| J P Morgan Exchange-traded F (JEPI) | 0.3 | $869k | NEW | 15k | 57.86 |
|
| First Trust Mid Cap Core Alpha Fnd (FNX) | 0.3 | $864k | NEW | 7.6k | 113.38 |
|
| Gladstone Investment Corporation (GAIN) | 0.3 | $846k | +67% | 59k | 14.23 |
|
| Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) | 0.3 | $842k | -36% | 17k | 50.60 |
|
| Home Depot (HD) | 0.3 | $833k | -46% | 2.2k | 383.60 |
|
| Schwab U S Small Cap ETF (SCHA) | 0.3 | $807k | -54% | 16k | 49.24 |
|
| Etf Ser Solutions (IDUB) | 0.3 | $801k | NEW | 39k | 20.81 |
|
| Vanguard Total Stock Market ETF (VTI) | 0.3 | $797k | +31% | 3.1k | 259.90 |
|
| Vanguard Total Bond Market ETF (BND) | 0.3 | $771k | NEW | 11k | 72.63 |
|
| McDonald's Corporation (MCD) | 0.3 | $757k | +54% | 2.7k | 281.95 |
|
| Zoetis Inc Cl A (ZTS) | 0.3 | $751k | NEW | 4.4k | 169.21 |
|
| Progressive Corporation (PGR) | 0.3 | $748k | -45% | 3.6k | 206.82 |
|
| Blackrock Etf Trust us eqt factor (DYNF) | 0.3 | $717k | NEW | 16k | 44.40 |
|
| Columbia Etf Tr Ii Em Core Ex etf (XCEM) | 0.3 | $688k | NEW | 22k | 31.10 |
|
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.2 | $647k | NEW | 13k | 49.19 |
|
| 3M Company (MMM) | 0.2 | $616k | NEW | 5.8k | 106.07 |
|
| Wisdomtree Tr em mkts dvd gr (DGRE) | 0.2 | $610k | NEW | 24k | 25.70 |
|
| Cincinnati Financial Corporation (CINF) | 0.2 | $607k | -42% | 4.9k | 124.17 |
|
| Philip Morris International (PM) | 0.2 | $606k | +102% | 6.6k | 91.62 |
|
| Hartford Fds Exchange Trade total rtrn etf (HTRB) | 0.2 | $594k | +52% | 18k | 33.74 |
|
| Apollo Sr Floating Rate Fd I (AFT) | 0.2 | $592k | NEW | 42k | 14.25 |
|
| Berkshire Hathaway (BRK.B) | 0.2 | $586k | NEW | 1.4k | 420.52 |
|
| Visa (V) | 0.2 | $576k | NEW | 2.1k | 279.08 |
|
| Neuberger Berman Etf Trust | 0.2 | $557k | NEW | 21k | 26.04 |
|
| International Business Machines (IBM) | 0.2 | $552k | -6% | 2.9k | 190.96 |
|
| Wisdomtree Tr brclys us aggr (AGGY) | 0.2 | $543k | NEW | 13k | 43.40 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $537k | NEW | 9.9k | 54.23 |
|
| Copart (CPRT) | 0.2 | $533k | NEW | 9.2k | 57.92 |
|
| Suno (SUN) | 0.2 | $520k | NEW | 8.6k | 60.29 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $514k | +40% | 1.1k | 454.87 |
|
| Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $506k | NEW | 5.5k | 92.72 |
|
| At&t (T) | 0.2 | $503k | NEW | 29k | 17.60 |
|
| Doubleline Income Solutions (DSL) | 0.2 | $501k | NEW | 39k | 12.70 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $500k | -21% | 172.00 | 2906.77 |
|
| Etf Ser Solutions aptu beha mome (ADME) | 0.2 | $497k | NEW | 12k | 41.99 |
|
| Johnson & Johnson (JNJ) | 0.2 | $495k | -44% | 3.1k | 158.19 |
|
| Technology SPDR (XLK) | 0.2 | $492k | NEW | 2.4k | 208.27 |
|
| Vanguard Wellington Fd us momentum (VFMO) | 0.2 | $487k | NEW | 3.2k | 151.28 |
|
| Chevron Corporation (CVX) | 0.2 | $481k | NEW | 3.0k | 157.74 |
|
| Goldman Sachs Etf Tr equal weig (GSEW) | 0.2 | $478k | NEW | 6.6k | 72.81 |
|
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $469k | NEW | 6.3k | 74.22 |
|
| Sei Exchange Traded Funds (SEIQ) | 0.2 | $461k | NEW | 14k | 32.17 |
|
| Advanced Micro Devices (AMD) | 0.2 | $460k | NEW | 2.5k | 180.49 |
|
| First Trust NASDAQ Clean Edge (GRID) | 0.2 | $452k | NEW | 3.9k | 114.61 |
|
| Blackstone Secd Lending (BXSL) | 0.2 | $449k | NEW | 14k | 31.15 |
|
| iShares S&P 500 Index (IVV) | 0.2 | $445k | +66% | 847.00 | 525.73 |
|
| Schrodinger (SDGR) | 0.2 | $443k | NEW | 16k | 27.00 |
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $434k | NEW | 28k | 15.38 |
|
| Starbucks Corporation (SBUX) | 0.2 | $432k | NEW | 4.7k | 91.39 |
|
| iShares S&P Global Energy Sector (IXC) | 0.2 | $430k | NEW | 10k | 42.95 |
|
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.2 | $426k | NEW | 7.6k | 56.39 |
|
| Icahn Enterprises (IEP) | 0.2 | $423k | NEW | 25k | 17.01 |
|
| Merck & Co (MRK) | 0.2 | $422k | NEW | 3.2k | 131.95 |
|
| Doubleline Opportunistic Cr (DBL) | 0.2 | $416k | NEW | 27k | 15.42 |
|
| Bank of America Corporation (BAC) | 0.2 | $412k | NEW | 11k | 37.92 |
|
| Vanguard Short-Term Bond ETF (BSV) | 0.2 | $404k | -31% | 5.3k | 76.67 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $397k | NEW | 8.4k | 47.31 |
|
| Invesco S&p 500 Equal Weight Etf (RSP) | 0.1 | $379k | +69% | 2.2k | 169.37 |
|
| iShares S&P 500 Growth Index (IVW) | 0.1 | $364k | -54% | 4.3k | 84.44 |
|
| First Trust Amex Biotech Index Fnd (FBT) | 0.1 | $363k | NEW | 2.4k | 153.77 |
|
| Pimco Total Return Etf totl (BOND) | 0.1 | $357k | NEW | 3.9k | 91.87 |
|
| Nushares Etf Tr a (NULG) | 0.1 | $356k | NEW | 4.7k | 76.28 |
|
| Invesco Exch-traded Fd Tr Div etf (PFM) | 0.1 | $355k | 8.3k | 42.57 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $354k | NEW | 739.00 | 478.66 |
|
| Coca-Cola Company (KO) | 0.1 | $352k | NEW | 5.7k | 61.18 |
|
| Invesco Exchng Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $347k | NEW | 3.7k | 93.73 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $332k | NEW | 9.3k | 35.84 |
|
| Simon Property (SPG) | 0.1 | $329k | -52% | 2.1k | 156.49 |
|
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.1 | $327k | NEW | 3.5k | 94.62 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $326k | NEW | 2.5k | 131.37 |
|
| Ishares 0-3 Month Treasury Bd Etf (SGOV) | 0.1 | $325k | NEW | 3.2k | 100.71 |
|
| Illumina (ILMN) | 0.1 | $323k | NEW | 2.3k | 137.32 |
|
| Cintas Corporation (CTAS) | 0.1 | $315k | -49% | 459.00 | 687.03 |
|
| First Tr Exchng Traded Fd Vi (QJUN) | 0.1 | $308k | NEW | 12k | 25.51 |
|
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $308k | -43% | 2.9k | 107.60 |
|
| First Trust Horizon Managed Volatility Domestic Etf etf (HUSV) | 0.1 | $306k | NEW | 8.6k | 35.78 |
|
| Bny Mellon Etf Trust (BKAG) | 0.1 | $303k | NEW | 7.2k | 41.87 |
|
| General Motors Company (GM) | 0.1 | $302k | NEW | 6.7k | 45.35 |
|
| Uber Technologies (UBER) | 0.1 | $301k | NEW | 3.9k | 76.99 |
|
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $297k | +35% | 1.9k | 155.91 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $292k | NEW | 1.3k | 223.25 |
|
| Cion Invt Corp (CION) | 0.1 | $290k | NEW | 26k | 11.00 |
|
| Schwab Strategic Tr cmn (SCHV) | 0.1 | $288k | NEW | 3.8k | 75.98 |
|
| Fifth Third Ban (FITB) | 0.1 | $286k | +7% | 7.7k | 37.21 |
|
| First Tr Exch Traded Fd Iii Horizon Mngd Etf Added etp (HDMV) | 0.1 | $285k | NEW | 9.7k | 29.27 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $284k | NEW | 295.00 | 962.49 |
|
| British American Tobac (BTI) | 0.1 | $282k | NEW | 9.3k | 30.50 |
|
| Vanguard Admiral Fds Inc equity (VOOG) | 0.1 | $280k | NEW | 918.00 | 304.71 |
|
| KLA-Tencor Corporation (KLAC) | 0.1 | $279k | NEW | 400.00 | 698.57 |
|
| Energy Transfer Equity (ET) | 0.1 | $279k | NEW | 18k | 15.73 |
|
| eBay (EBAY) | 0.1 | $278k | NEW | 5.3k | 52.78 |
|
| Ishares Tr core msci intl (IDEV) | 0.1 | $272k | NEW | 4.1k | 67.13 |
|
| Medtronic (MDT) | 0.1 | $271k | NEW | 3.1k | 87.15 |
|
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.1 | $270k | NEW | 3.5k | 77.73 |
|
| Netflix (NFLX) | 0.1 | $267k | NEW | 440.00 | 607.33 |
|
| Spdr Series spdr bofa crss (SPHY) | 0.1 | $267k | NEW | 11k | 23.46 |
|
| Applied Materials (AMAT) | 0.1 | $266k | 1.3k | 206.23 |
|
|
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $265k | NEW | 1.1k | 235.79 |
|
| Alphabet Inc Class C cs (GOOG) | 0.1 | $259k | NEW | 1.7k | 152.26 |
|
| T Rowe Price Etf (TBUX) | 0.1 | $258k | NEW | 5.2k | 49.33 |
|
| Proshares Tr proshs emg etf (EMDV) | 0.1 | $256k | NEW | 5.9k | 43.63 |
|
| First Tr Exchng Traded Fd Vi (DJUL) | 0.1 | $252k | NEW | 6.5k | 38.68 |
|
| Docusign (DOCU) | 0.1 | $246k | NEW | 4.1k | 59.55 |
|
| Vanguard Small-Cap Growth ETF (VBK) | 0.1 | $243k | NEW | 931.00 | 260.72 |
|
| D Spdr Index Shs Fds (SPGM) | 0.1 | $242k | NEW | 4.1k | 59.68 |
|
| Invesco S&p 500 Top 50 Etf (XLG) | 0.1 | $240k | NEW | 5.7k | 42.13 |
|
| Cigna Corp (CI) | 0.1 | $236k | NEW | 651.00 | 363.19 |
|
| Market Vectors Etf High Yield Muni Index etf (HYD) | 0.1 | $234k | NEW | 4.5k | 52.26 |
|
| O'reilly Automotive (ORLY) | 0.1 | $233k | NEW | 206.00 | 1128.88 |
|
| Ishares Tr cmn (GOVT) | 0.1 | $231k | NEW | 10k | 22.77 |
|
| American Tower Reit (AMT) | 0.1 | $229k | NEW | 1.2k | 197.59 |
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.1 | $229k | NEW | 4.6k | 50.10 |
|
| Walgreen Boots Alliance (WBA) | 0.1 | $224k | NEW | 10k | 21.69 |
|
| Wisdomtree Tr dynamic int eq (DDLS) | 0.1 | $220k | NEW | 6.4k | 34.34 |
|
| NRG Energy (NRG) | 0.1 | $219k | NEW | 3.2k | 67.69 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.1 | $218k | NEW | 2.7k | 81.78 |
|
| Indexiq Etf Tr iq cndrm esg int (IQSI) | 0.1 | $216k | -50% | 7.2k | 29.87 |
|
| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.1 | $215k | NEW | 4.2k | 50.74 |
|
| T. Rowe Price (TROW) | 0.1 | $212k | NEW | 1.7k | 121.92 |
|
| Intuit (INTU) | 0.1 | $211k | NEW | 324.00 | 650.00 |
|
| Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB) | 0.1 | $209k | NEW | 3.3k | 63.85 |
|
| Goldman Sachs (GS) | 0.1 | $208k | -93% | 498.00 | 417.69 |
|
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $207k | NEW | 3.4k | 60.74 |
|
| Diamondback Energy (FANG) | 0.1 | $206k | NEW | 1.0k | 198.17 |
|
| Stanley Black & Decker (SWK) | 0.1 | $205k | NEW | 2.1k | 97.93 |
|
| SPDR S&P Dividend (SDY) | 0.1 | $202k | NEW | 1.5k | 131.24 |
|
| Wisdomtree Trust wrld ex-us grwth (DNL) | 0.1 | $201k | NEW | 5.2k | 38.89 |
|
| Blackrock Munivest Fund II (MVT) | 0.0 | $119k | NEW | 11k | 10.91 |
|
Past Filings by United Advisor Group
SEC 13F filings are viewable for United Advisor Group going back to 2023
- United Advisor Group 2024 Q1 filed May 14, 2024
- United Advisor Group 2023 Q4 filed Feb. 16, 2024