United Advisor Group, LLC
CIK 2004873 · Holdings on Dec 31, 2023 · First reported Feb 16, 2024
Top ten holdings
Q4 2023- SCHX16.48%
- UPS13.95%
- MSFT11.47%
- VEA6.25%
- CBSH4.60%
- PG4.17%
- AMZN3.53%
- FSK3.51%
- SCHA2.06%
- WMT1.89%
Share classes counted separately67.91%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETF View history and evidence | $13.70M | 16.48% | 162.17K shares | Prior unavailable — | — | ↗▾ |
| 02 | UPSUNITED PARCEL SERVICE-CL B View history and evidence | $11.59M | 13.95% | 72.90K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $9.54M | 11.47% | 23.81K shares | Prior unavailable — | — | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETF View history and evidence | $5.20M | 6.25% | 107.48K shares | Prior unavailable — | — | ↗▾ |
| 05 | CBSHCOMMERCE BANCSHARES INC View history and evidence | $3.83M | 4.60% | 67.65K shares | Prior unavailable — | — | ↗▾ |
| 06 | PGPROCTER & GAMBLE CO/THE View history and evidence | $3.46M | 4.17% | 23.20K shares | Prior unavailable — | — | ↗▾ |
| 07 | AMZNAMAZON.COM INC View history and evidence | $2.94M | 3.53% | 19.27K shares | Prior unavailable — | — | ↗▾ |
| 08 | FSKFS KKR CAPITAL CORP View history and evidence | $2.92M | 3.51% | 145.66K shares | Prior unavailable — | — | ↗▾ |
| 09 | SCHASCHWAB US SMALL-CAP ETF View history and evidence | $1.71M | 2.06% | 36.06K shares | Prior unavailable — | — | ↗▾ |
| 10 | WMTWALMART INC View history and evidence | $1.57M | 1.89% | 9.94K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2004873 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 16, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 57957554
}Research all 55 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.