United Advisor Group, LLC

Q1 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    346

  • Value ($000)

    $487,674

  • Date Filed
    04/21/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
QQQM
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
$16.05M
3 %

83,145

AAPL
AAPL

APPLE INC

COM
$14.54M
3 %

65,448

NVDA
NVDA

NVIDIA CORPORATION

COM
$12.76M
3 %

117,767

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
$12.33M
3 %

154,373

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$11.18M
2 %

288,927

STRV
STRV

EA SERIES TRUST

STRIVE 500 ETF
$10.43M
2 %

289,117

AMZN
AMZN

AMAZON COM INC

COM
$8.92M
2 %

46,865

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
$8.75M
2 %

149,551

MSFT
MSFT

MICROSOFT CORP

COM
$8.66M
2 %

23,077

DLN
DLN

WISDOMTREE TR

US LARGECAP DIVD
$8.65M
2 %

108,948

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