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Home > Institutional Investor > United Advisor Group, Llc > Profile

Instuitional Investor - United Advisor Group, Llc

Fund Profile
Filing Period:
Fund Name: United Advisor Group, Llc
Portfolio Value $487,673,546
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii - NASDAQ 100 ETF
 83,145 $16,048,648 3.29%
2.
Apple Inc.
 AAPL 65,448 $14,538,013 2.98%
3.
Nvidia Corp
 NVDA 117,767 $12,763,611 2.62%
4.
Wisdomtree Tr
 154,373 $12,328,216 2.53%
5.
Etf Ser Solutions
 288,927 $11,178,588 2.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)