United Advisor Group, LLC Portfolio Holdings
United Advisor Group, LLC
- $305 Million
- Q2 2024
United Advisor Group, LLC has filed its 13F form on August 08, 2024 for Q2 2024 where it was disclosed a total value porftolio of $305 Million distributed in 260 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $13.2M, Apple Inc. with a value of $10.7M, Wisdomtree Tr Us Quality Divid with a value of $8.63M, United Parcel Service Inc with a value of $8.25M, and Microsoft Corp with a value of $8.01M.
Examining the 13F form we can see an increase of $51.7M in the current position value, from $253M to 305M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 260
- Current Value $305 Million
- Prior Value $253 Million
- Filing
- Period Q2 2024
- Filing Date August 08, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 75 stocks
- Additional Purchases 129 stocks
- Sold out of 0 stocks
- Reduced holdings in 49 stocks