| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE-CAP ETF | 3 | Q2 2024 | 16.5% |
| UNITED PARCEL SERVICE INC CL B | 3 | Q2 2024 | 13.9% |
| NVIDIA CORPORATION COM | 3 | Q2 2024 | 11.5% |
| AMAZON COM INC COM | 3 | Q2 2024 | 3.5% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 3 | Q2 2024 | 6.3% |
| TESLA INC COM | 3 | Q2 2024 | 3.5% |
| SCHWAB US LARGE CAP ETF | 3 | Q2 2024 | 4.6% |
| PROCTER AND GAMBLE CO COM | 3 | Q2 2024 | 4.2% |
| APTUS ENHANCED YIELD ETF | 3 | Q2 2024 | 1.7% |
| VERIZON COMMUNICATIONS INC COM | 3 | Q2 2024 | 1.7% |
View United Advisor Group, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-30 |
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-08 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-16 |
View United Advisor Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.