Sign In
test

Desaree Tatum

United Advisor Group, Llc

Assets Managed
$811.34M
Holdings
500
Last Quarter
2026 - Q1
Filed Date
1mo 29d ago
Growth Rate
1.14%(2Q avg: 4.55%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in United Advisor Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 500 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 811.34M in assets, with a quarterly growth rate of 1.14% and a 2-quarter average growth rate of 4.55%. The portfolio is managed by Desaree Tatum, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Increased 1.86%
3.12%
$25.266M
144,875 shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.41%
2.75%
$22.282M
87,796 shares@ $253.8 avg price
STRV
Strive 500 Etf
Recent Activity
Increased 3.72%
1.97%
$15.927M
379,492 shares@ $41.98 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -6.26%
1.96%
$15.864M↑ Call
76,169 shares@ $208.28 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Increased 6.38%
1.89%
$15.295M
364,503 shares@ $41.96 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 22.55%
1.83%
$14.819M↑ Call
40,034 shares@ $370.18 avg price
PLTR
Palantir Technologies Inc-a
Recent Activity
Increased 3.87%
1.78%
$14.42M
98,577 shares@ $146.29 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
Increased 1.45%
1.52%
$12.318M
140,238 shares@ $87.84 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 3.42%
1.47%
$11.885M
174,067 shares@ $68.29 avg price
DLN
Wisdomtree Us Largecap Divid
Recent Activity
Increased 0.71%
1.35%
$10.901M
122,029 shares@ $89.33 avg price

1-10 of 500