United Advisor Group, LLC Portfolio Holdings
United Advisor Group, LLC
- $253 Million
- Q1 2024
United Advisor Group, LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $253 Million distributed in 316 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.73M, United Parcel Service Inc with a value of $8.74M, Apple Inc. with a value of $8.39M, Amazon Com Inc with a value of $7.8M, and Microsoft Corp with a value of $7.23M.
Examining the 13F form we can see an increase of $175M in the current position value, from $78.4M to 253M.
United Advisor Group, LLC is based out at Cincinnati, OH
Below you can find more details about United Advisor Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$253 Million
ETFs: $124 Million
Financial Services: $35.5 Million
Technology: $30.3 Million
Consumer Cyclical: $14 Million
Industrials: $12.5 Million
Energy: $8.34 Million
Consumer Defensive: $8.1 Million
Communication Services: $6.29 Million
Other: $8.17 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 316
- Current Value $253 Million
- Prior Value $78.4 Million
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 159 stocks
- Additional Purchases 27 stocks
- Sold out of 0 stocks
- Reduced holdings in 22 stocks