United Advisor Group, LLC

Q4 2024 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    363

  • Value ($000)

    $505,569

  • Date Filed
    02/24/2025
  • Form type
    13F-HR
  • CIK
    0002004873
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$17.28M
3 %

68,985

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$16.32M
3 %

121,542

AMZN
AMZN

AMAZON COM INC

COM
023135106
$13.03M
3 %

59,397

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$11.67M
2 %

144,250

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$10.95M
2 %

25,980

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
26922A222
$10.90M
2 %

270,753

STRV
STRV

EA SERIES TRUST

STRIVE 500 ETF
02072L680
$9.89M
2 %

261,700

RDVY
RDVY

FIRST TR EXCHANGE-TRADED FD

RISNG DIVD ACHIV
33738R506
$8.24M
2 %

139,308

DLN
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$8.03M
2 %

103,263

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
911312106
$7.76M
2 %

61,522

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