UA

United Advisor Group, LLC

13F
United Advisor Group, LLC
Last update 2025-04-22 346 Stocks (32 new)
Value $488.00 Mil Turnover 10 %
Countries:
Top Holdings: QQQM(3.29%)AAPL(2.98%)NVDA(2.62%)DGRW(2.53%)ACIO(2.29%)
Summary Stock Picks Current Portfolio
United Advisor Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQM
Invesco NASDAQ 100 ETF
83,145
16,048.6
+177.91%
3.290
+2.11%
0.040
+26.35%
+9.79%
54,544.0
 
AAPL
Apple Inc
65,448
14,538.0
-5.13%
2.980
-0.18%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
NVDA
NVIDIA Corp
117,767
12,763.6
-3.11%
2.620
-0.10%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
154,373
12,328.2
+7.02%
2.530
+0.17%
0.080
+12.84%
+4.89%
15,984.8
 
ACIO
Aptus Collared Investment Opportunity ETF
Aptus Collared Investment Opportunity ETF
288,927
11,178.6
+6.71%
2.290
+0.14%
0.650
+12.28%
+3.35%
1,988.0
 
STRV
EA SERIES TRUST
289,117
10,425.6
+10.48%
2.140
+0.20%
1.300
+19.71%
+7.35%
943.5
 
AMZN
Amazon.com Inc
46,865
8,916.5
-21.10%
1.830
-0.54%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
149,551
8,754.7
+7.35%
1.800
+0.12%
0.060
+15.41%
+6.65%
15,206.2
 
MSFT
Microsoft Corp
23,077
8,662.8
-11.17%
1.780
-0.24%
0.000
+38.94%
+21.47%
3,790,969.0
Software
DLN
WisdomTree U.S. LargeCap Dividend Fund
WisdomTree U.S. LargeCap Dividend Fund
108,948
8,647.2
+5.51%
1.770
+0.09%
0.180
+11.35%
+6.97%
5,104.9
 

United Advisor Group, LLC's Historical Top Holdings Breakdowns

United Advisor Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
QQQM
Invesco NASDAQ 100 ETF
2025-03-31
Add
Add
+2.11%
●
192.82 ($209.18) 222.1
$231.05
10.46%
Add 177.91%
83,145
53,227
SHOP
Shopify Inc
2025-03-31
Sold Out
Sold Out
-0.81%
●
90.59 ($108.97) 129.31
$127.07
16.61%
Sold Out
0
-38,731
GOOGL
Alphabet Inc
2025-03-31
Reduce
Reduce
-0.67%
●
154.33 ($181.36) 206.38
$185.06
2.04%
Reduce -52.93%
15,916
-17,894
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.54%
●
190.26 ($217) 242.06
$226.13
4.21%
Reduce -21.1%
46,865
-12,532
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.43%
●
576.36 ($645.17) 736.67
$704.28
9.16%
Reduce -40.27%
5,517
-3,719
XYZ
Block Inc
2025-03-31
Sold Out
Sold Out
-0.43%
●
54.04 ($74.64) 92.95
$72.82
-2.44%
Sold Out
0
-25,601
MSMR
McElhenny Sheffield Managed Risk ETF
McElhenny Sheffield Managed Risk ETF
2025-03-31
Add
Add
+0.33%
●
29.31 ($30.29) 31.18
$31.87
5.22%
Add 795.13%
61,415
54,554
HCMT
Direxion HCM Tactical Enhanced US ETF
Direxion HCM Tactical Enhanced US ETF
2025-03-31
Add
Add
+0.31%
●
30.17 ($35.43) 39.22
$33.52
-5.39%
Add 579.58%
57,329
48,893
AMD
Advanced Micro Devices Inc
2025-03-31
Reduce
Reduce
-0.29%
●
96.63 ($111.19) 129.55
$156.99
41.19%
Reduce -78.31%
3,392
-12,244
NET
Cloudflare Inc
2025-03-31
Sold Out
Sold Out
-0.28%
●
110.71 ($132.56) 176.5
$197.35
48.88%
Sold Out
0
-12,975

United Advisor Group, LLC Total Holding History ($B)

To

United Advisor Group, LLC's Asset Allocation

To

United Advisor Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

United Advisor Group, LLC's Hypothetical Growth since 2025-03-31

United Advisor Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

United Advisor Group, LLC's Holdings Heat Map

Size field:

United Advisor Group, LLC's Holdings Bubble Chart

United Advisor Group, LLC News

  • 1

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