Kendra Means

@United Advisor Group, Llc

Latest period2024 - Q3

Reported2mo 20d ago

Managed Assets$442.524M

Total holdings342

Assets growth rate37.53%

Assets growth rate (2-Q avg)29.23%

Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in United Advisor Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 342 positions.

Assets under management

The assets under management (AUM) of United Advisor Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 442.524M in assets, with a quarterly growth rate of 37.53% and a 2-quarter average growth rate of 29.23%. The portfolio is managed by Kendra Means, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
AAPLApple Inc Com Recent Activity Increased 32.76%	3.57%	$15.754M 67,613 shares@ $233.01 avg price	Increased 32.76%
NVDANvidia Corporation Com Recent Activity Increased 15.66%	3.39%	$14.97M 123,273 shares@ $121.45 avg price	Increased 15.66%
AMZNAmazon Com Inc Com Recent Activity Increased 52.25%	2.58%	$11.373M 61,038 shares@ $186.34 avg price	Increased 52.25%
DGRWWisdomtree Us Quality Dividend Growth Fund Recent Activity Increased 21.2%	2.52%	$11.145M 133,936 shares@ $83.22 avg price	Increased 21.2%
MSFTMicrosoft Corp Com Recent Activity Increased 38.77%	2.42%	$10.706M 24,879 shares@ $430.31 avg price	Increased 38.77%
ACIOAptus Collared Investment Opportunity Etf Recent Activity Increased 18.07%	2.1%	$9.27M 233,268 shares@ $39.74 avg price	Increased 18.07%
UPSUnited Parcel Service Inc Cl B Recent Activity Increased 2.38%	1.91%	$8.412M 61,702 shares@ $136.35 avg price	Increased 2.38%
RDVYFirst Trust Rising Dividend Achievers Etf Recent Activity Increased 8.27%	1.8%	$7.939M 134,080 shares@ $59.21 avg price	Increased 8.27%
TDVGT Rowe Price Dividend Growth Etf Recent Activity Increased 13.69%	1.68%	$7.424M 181,239 shares@ $40.97 avg price	Increased 13.69%
DLNWisdomtree Us Largecap Dividend Fund Recent Activity Increased 17.26%	1.64%	$7.247M 92,242 shares@ $78.57 avg price	Increased 17.26%