United Advisor Group, LLC
501 holdingsFiling period: 2026-03-31Current AUM: $896.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 144.9K | $25.3M | $29.1M | 3.25% | +2.6K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 87.8K | $22.3M | $27.1M | 3.03% | +356 | 2026-03-31 |
| 3 | STRV | EA SERIES TRUST | 379.5K | $15.9M | $15.9M | 1.78% | +13.6K | 2026-03-31 |
| 4 | AMZN | AMAZON COM INC | 76.2K | $15.9M | $20.7M | 2.31% | -5,088 | 2026-03-31 |
| 5 | ACIO | ETF SER SOLUTIONS | 364.5K | $15.3M | $16.7M | 1.87% | +21.8K | 2026-03-31 |
| 6 | MSFT | MICROSOFT CORP | 40.0K | $14.8M | $18.6M | 2.08% | +7.4K | 2026-03-31 |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 98.6K | $14.4M | $12.1M | 1.35% | +3.7K | 2026-03-31 |
| 8 | DGRW | WISDOMTREE TR | 140.2K | $12.3M | $13.5M | 1.51% | +2.0K | 2026-03-31 |
| 9 | RDVY | FIRST TR EXCHANGE TRADED FD | 174.1K | $11.9M | $14.1M | 1.58% | +5.7K | 2026-03-31 |
| 10 | DLN | WISDOMTREE TR | 122.0K | $10.9M | $12.0M | 1.34% | +854 | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 37.1K | $10.7M | $13.2M | 1.47% | +480 | 2026-03-31 |
| 12 | SCHX | SCHWAB STRATEGIC TR | 409.4K | $10.5M | $12.1M | 1.35% | +22.2K | 2026-03-31 |
| 13 | OSCV | ETF SER SOLUTIONS | 261.6K | $10.3M | $11.1M | 1.24% | +6.9K | 2026-03-31 |
| 14 | SPYG | SPDR SERIES TRUST | 91.7K | $9.0M | $10.7M | 1.20% | -141 | 2026-03-31 |
| 15 | TDVG | T ROWE PRICE ETF INC | 199.6K | $8.9M | $9.9M | 1.10% | +567 | 2026-03-31 |
| 16 | DRSK | ETF SER SOLUTIONS | 294.7K | $8.1M | $8.4M | 0.93% | +16.6K | 2026-03-31 |
| 17 | MSMR | ETF SER SOLUTIONS | 218.5K | $7.5M | $7.5M | 0.84% | +2.2K | 2026-03-31 |
| 18 | DON | WISDOMTREE TR | 141.5K | $7.4M | $8.1M | 0.91% | -1,308 | 2026-03-31 |
| 19 | DFAI | DIMENSIONAL ETF TRUST | 189.9K | $7.4M | $8.0M | 0.89% | +4.2K | 2026-03-31 |
| 20 | UPS | UNITED PARCEL SVCS INC | 72.0K | $7.1M | $7.5M | 0.84% | +2.9K | 2026-03-31 |
| 21 | TSLA | TESLA INC | 18.6K | $6.9M | $5.8M | 0.65% | +370 | 2026-03-31 |
| 22 | SCHG | SCHWAB STRATEGIC TR | 236.2K | $6.9M | $8.1M | 0.90% | +151.5K | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 40.4K | $6.9M | $6.3M | 0.70% | -1,409 | 2026-03-31 |
| 24 | XOM | EXXON MOBIL CORP | 40.4K | $6.9M | $6.3M | 0.70% | -1,409 | 2026-03-31 |
| 25 | VTV | VANGUARD INDEX FDS | 34.6K | $6.8M | $7.6M | 0.85% | +4.9K | 2026-03-31 |
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