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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 $505,568,534
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 68,985 $17,275,201 3.41%
2.
Nvidia Corp
 NVDA 121,542 $16,321,864 3.22%
3.
Amazon Com Inc
 AMZN 59,397 $13,031,108 2.57%
4.
Wisdomtree Tr
 144,250 $11,674,132 2.3%
5.
Microsoft Corp
 MSFT 25,980 $10,950,598 2.16%
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)