United Advisor Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 29, 2026), United Advisor Group, LLC reported 527 stock positions worth $942.1 million. Its top holding was Nvidia (NVDA) at 3.1% of the portfolio, followed by Apple (AAPL, 2.7%) and Strive 500 ETF (STXF, 2.0%). Compared with Q1 2026, it opened 67 new positions, sold out of 37, added to 288 and reduced 154. The biggest buy was Wisdomtree US Quality Growth (QGRW, shares +417%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0002004873
- Portfolio Value
- $942.1M (Q2 2026)
- SEC Filing
- 0002004873-26-000003 ↗ filed Jul 29, 2026
Holdings Value
Holdings 527 stocks · $942.1M
| NVDA Nvidia Corp. | 3.06% | 143,966 | $28.8M | Reduce -0.6% |
| AAPL Apple Inc. | 2.71% | 88,092 | $25.5M | Add +0.3% |
| STXF Strive 500 ETF | 2.01% | 391,287 | $18.9M | Add +3.1% |
| ACIO Aptus Collared Invest Opp | 1.86% | 379,043 | $17.5M | Add +4.0% |
| AMZN Amazon.com Inc. | 1.82% | 71,943 | $17.1M | Reduce -2.3% |
| MSFT Microsoft Corp. | 1.70% | 42,915 | $16.0M | Add +11.7% |
| RDVY First Trust Rising Dividend | 1.54% | 179,331 | $14.5M | Add +3.0% |
| DGRW Wisdomtree U.S. Quality Divi | 1.44% | 141,827 | $13.6M | Add +1.1% |
| GOOGL Alphabet Inc. Class A | 1.37% | 36,077 | $12.9M | Reduce -2.7% |
| DLN Wisdomtree US Largecap Divid | 1.28% | 124,840 | $12.0M | Add +2.3% |
| SCHX Schwab US Large-Cap ETF | 1.27% | 407,165 | $12.0M | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 1.23% | 99,671 | $11.6M | Add +1.1% |
| OSCV Opus Small Cap Value ETF | 1.23% | 274,828 | $11.6M | Add +5.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.19% | 94,307 | $11.2M | Add +2.8% |
| TDVG T Rowe Price Dividend Growth | 1.04% | 200,703 | $9.8M | Add +0.6% |
| DRSK Aptus Defined Risk ETF | 0.94% | 309,386 | $8.9M | Add +5.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.87% | 112,952 | $8.2M | Add +18.9% |
| AMD Advanced Micro Devices | 0.86% | 13,969 | $8.1M | Reduce -28.5% |
| MSMR M/S Managed Risk ETF | 0.86% | 229,792 | $8.1M | Add +5.2% |
| DFAI Dimensional International Co. | 0.86% | 195,544 | $8.1M | Add +3.0% |
| DON Wisdomtree US Midcap Dividen | 0.85% | 141,999 | $8.0M | Add +0.4% |
| TSLA Tesla Inc. | 0.85% | 19,055 | $8.0M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.83% | 23,759 | $7.8M | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.82% | 35,287 | $7.7M | Add +1.9% |
| UPS United Parcel Service Class B | 0.82% | 71,461 | $7.7M | Reduce -0.7% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.80% | 127,703 | $7.6M | Add +2.4% |
| VOO Vanguard S&P 500 ETF | 0.78% | 10,675 | $7.3M | Add +1.4% |
| VEA Vanguard Ftse Developed ETF | 0.76% | 99,937 | $7.1M | Add +0.1% |
| FYLD Cambria Foreign Shareholder | 0.71% | 183,160 | $6.7M | Add +5.3% |
| META Meta Platforms Inc. Class A | 0.71% | 11,842 | $6.7M | Add +0.7% |
| QGRW Wisdomtree US Quality Growth | 0.67% | 95,524 | $6.3M | Add +417.0% |
| SYLD Cambria Shareholder Yield Et | 0.66% | 78,241 | $6.2M | Add +6.8% |
| QQQM Invesco Nasdaq 100 ETF | 0.66% | 20,406 | $6.2M | Add +2.2% |
| MU Micron Technology Inc. | 0.65% | 5,295 | $6.1M | Reduce -2.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.64% | 99,573 | $6.1M | Add +8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.64% | 69,917 | $6.0M | Add +5.0% |
| KHPI Kensington Hedged PRM in ETF filed as MANAGED PORTFOLIO SER | 0.62% | 226,741 | $5.9M | Reduce -3.2% |
| IEMG iShares Core MSCI Emerging | 0.61% | 69,711 | $5.8M | Reduce -3.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.61% | 166,454 | $5.8M | Add +1.3% |
| WTV Wisdomtree U.S. Value Fund | 0.59% | 54,200 | $5.5M | Add +91.8% |
| CSRE C&S Real Estate Active ETF | 0.58% | 191,597 | $5.4M | Add +10.9% |
| EYLD Cambria Emerg Shrhldr Yield | 0.57% | 118,042 | $5.4M | Add +6.2% |
| IJR iShares Core S&P Small-Cap E | 0.55% | 34,675 | $5.1M | Add +4.1% |
| SCHM Schwab US Mid Cap ETF | 0.52% | 133,472 | $4.9M | Add +1.6% |
| SCHA Schwab US Small-Cap ETF | 0.51% | 131,999 | $4.8M | Reduce -2.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.50% | 100,807 | $4.7M | Add +4.9% |
| HTRB Hartford TTL RTRN BND ETF | 0.50% | 138,512 | $4.7M | Add +2.9% |
| GSEW Goldman Sachs Eql WGHT Large | 0.50% | 49,456 | $4.7M | Add +3.5% |
| WMT Walmart Inc. | 0.49% | 40,998 | $4.6M | Add +3.4% |
| AGG iShares Core U.S. Aggregate | 0.49% | 46,789 | $4.6M | Add +1.5% |
| ARDC Ares Dynamic Credit All | 0.47% | 354,015 | $4.5M | Reduce -1.4% |
| BND Vanguard Total Bond Market | 0.47% | 60,008 | $4.4M | Add +14.1% |
| SCHG Schwab US Large-Cap Growth | 0.46% | 129,393 | $4.4M | Reduce -45.2% |
| IVV iShares Core S&P 500 ETF | 0.46% | 5,733 | $4.3M | Add +28.0% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 129,516 | $4.1M | Add +7.2% |
| BAI Ishrs AI in and Tech Act ETF | 0.43% | 76,672 | $4.0M | Add +1.4% |
| TCAF T Rowe PRC Cap Appreciation | 0.41% | 94,836 | $3.9M | Add +23.5% |
| SDVY First Trust Smid Cap Rising | 0.41% | 89,124 | $3.8M | Add +9.7% |
| DPG Duff & Phelps Utility & Inc. | 0.40% | 253,669 | $3.8M | Reduce -18.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.39% | 73,355 | $3.7M | Add +39.1% |
| PG The Procter & Gamble Co. | 0.39% | 25,179 | $3.7M | Add +0.9% |
| DIVO Amplify CWP Enhan Divid ETF | 0.38% | 78,818 | $3.6M | Add +13.8% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.38% | 105,576 | $3.6M | Add +11.3% |
| FPE FT-Preferred Secur & Inc. ETF | 0.38% | 198,203 | $3.5M | Add +3.8% |
| DGS Wisdomtree Em Small Cap | 0.38% | 54,683 | $3.5M | Add +0.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.37% | 51,680 | $3.5M | Add +3.1% |
| SPIB SS SPDR P Int C Corp. ETF | 0.37% | 104,786 | $3.5M | New |
| VIGI Vanguard Int Div App Indx FD | 0.37% | 37,508 | $3.5M | Add +5.6% |
| OCSL Oaktree Specialty Lending Co. | 0.37% | 293,056 | $3.5M | Add +2.6% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.37% | 38,195 | $3.5M | Add +0.8% |
| SGOV iShares 0-3 Month Treasury B | 0.36% | 33,799 | $3.4M | Add +90.1% |
| JUCY Aptus Enhanced Yield ETF | 0.36% | 152,873 | $3.4M | Add +1.3% |
| JPST JPMorgan Ultra-Short Income | 0.36% | 66,338 | $3.4M | Reduce -11.2% |
| JEPI JPMorgan Equity Premium Inco | 0.35% | 58,917 | $3.3M | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.35% | 17,127 | $3.3M | Reduce -7.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.35% | 1,637 | $3.3M | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.34% | 4,398 | $3.2M | Add +7.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.34% | 34,668 | $3.2M | Add +109.1% |
| V Visa Inc. Class A | 0.33% | 9,143 | $3.1M | Add +10.8% |
| GBDC Golub Capital BDC Inc. | 0.33% | 242,994 | $3.1M | Add +0.3% |
| IMCB iShares Morningstar Mid-Cap | 0.33% | 32,306 | $3.1M | Add +5.1% |
| AVUV Avantis US Small Cap Value | 0.33% | 24,607 | $3.1M | New |
| FSK FS KKR Capital Corp. | 0.32% | 290,929 | $3.1M | Add +1.3% |
| BW Babcock & Wilcox Enterpr | 0.32% | 214,794 | $3.0M | New |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 8,122 | $3.0M | Add +28.7% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 21,831 | $3.0M | Add +7.8% |
| VZ Verizon Communications Inc. | 0.32% | 70,247 | $3.0M | Add +4.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.31% | 33,336 | $3.0M | Add +20.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.31% | 60,393 | $2.9M | Add +7.5% |
| STWD Starwood Property Trust Inc. | 0.31% | 176,974 | $2.9M | Add +1.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 3,841 | $2.9M | Add +1.5% |
| PM Philip Morris International | 0.29% | 15,353 | $2.8M | Add +1.6% |
| CGCB Cap Group Core Bond | 0.29% | 105,415 | $2.8M | Add +5.2% |
| IWM iShares Russell 2000 ETF | 0.29% | 9,185 | $2.8M | Add +10.0% |
| GOOG Alphabet Inc. Class C | 0.29% | 7,695 | $2.7M | Add +0.9% |
| AVGO Broadcom Inc. | 0.29% | 7,186 | $2.7M | Add +35.0% |
| MFIC Midcap Financial Investment | 0.28% | 264,846 | $2.7M | Reduce -1.9% |
| IREN Iren Ltd. filed as IREN LIMITED | 0.28% | 57,602 | $2.6M | Add +43.3% |
| SUB iShares Short-Term National | 0.28% | 24,365 | $2.6M | Add +30.4% |
| EPD Enterprise Products Partners | 0.27% | 69,464 | $2.6M | Reduce -0.0% |
Options reported separately and not counted above: MSFT calls ($1.5M), AMZN calls ($1.2M), BW calls ($529K), CRM calls ($407K), IREN calls ($343K), CRCL calls ($332K), VZ calls ($254K), INTU calls ($183K), NOW calls ($169K), XLE calls ($165K), BABA calls ($154K), COIN calls ($117K), and 5 more.
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.85 |
| SCHG Schwab US Large-Cap Growth | Reduce -45.2% | 0.46% | −0.39 |
| IVE iShares S&P 500 Value ETF | Reduce -82.0% | 0.05% | −0.24 |
| MPC Marathon Petroleum Corp. | Reduce -80.8% | 0.04% | −0.20 |
| LDUR PIMCO Enhanced Low Duration | Sold out | 0.00% | −0.20 |
| AVSF Avantis Short-Term Fixed Inc. | Sold out | 0.00% | −0.20 |
| LST Leuthold Sel Ind | Sold out | 0.00% | −0.16 |
| DPG Duff & Phelps Utility & Inc. | Reduce -18.1% | 0.40% | −0.15 |
| XCEM Columbia Em Core Ex-China | Reduce -64.1% | 0.08% | −0.12 |
| JPST JPMorgan Ultra-Short Income | Reduce -11.2% | 0.36% | −0.11 |
| CVX Chevron Corp. | Reduce -2.0% | 0.21% | −0.10 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.10 |
| MFIC Midcap Financial Investment | Reduce -1.9% | 0.28% | −0.09 |
| NEM Newmont Corp. | Reduce -31.9% | 0.09% | −0.09 |
| ROKU Roku Inc. | Sold out | 0.00% | −0.09 |
| IBIT iShares Bitcoin Trust ETF | Reduce -31.9% | 0.09% | −0.09 |
| PFE Pfizer Inc. | Reduce -1.3% | 0.23% | −0.09 |
| GLD SPDR Gold Shares | Reduce -45.3% | 0.06% | −0.08 |
| KHPI Kensington Hedged PRM in ETF | Reduce -3.2% | 0.62% | −0.08 |
| AMZN Amazon.com Inc. | Reduce -2.3% | 1.82% | −0.08 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Sold out | 0.00% | −0.08 |
| NBIS Nebius Group NV | Reduce -68.8% | 0.18% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -3.2% | 0.26% | −0.07 |
| NVDA Nvidia Corp. | Reduce -0.6% | 3.06% | −0.07 |
| WINN Harbor Long-Term Growers ETF | Sold out | 0.00% | −0.07 |
| TDIV FT Nasdaq Tech DVD Index FD | Sold out | 0.00% | −0.07 |
| ARDC Ares Dynamic Credit All | Reduce -1.4% | 0.47% | −0.07 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.06 |
| JEPI JPMorgan Equity Premium Inco | Reduce -0.5% | 0.35% | −0.06 |
| KEYS Keysight Technologies Inc. | Sold out | 0.00% | −0.06 |
| UPS United Parcel Service Class B | Reduce -0.7% | 0.82% | −0.06 |
| BAC Bank of America Corp. | Reduce -33.3% | 0.12% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -18.7% | 0.08% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| EPD Enterprise Products Partners | Reduce -0.0% | 0.27% | −0.05 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.15% | −0.05 |
| ETHA iShares Ethereum Trust ETF | Reduce -65.3% | 0.01% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -10.6% | 0.18% | −0.05 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.05 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.04 |
| GNRC Generac Holdings Inc. | Sold out | 0.00% | −0.04 |
| BR Broadridge Financial Solutio | Reduce -43.7% | 0.03% | −0.04 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -1.9% | 0.11% | −0.04 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.04 |
| NOC Northrop Grumman Corp. | Reduce -2.6% | 0.06% | −0.04 |
| FNGU Ms Fang+ 3X Leveraged ETN | Sold out | 0.00% | −0.04 |
| TECB iShares US Tech Breakthrough | Reduce -59.8% | 0.03% | −0.04 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.04 |
| JMUB JPMorgan Municipal ETF | Reduce -1.8% | 0.22% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| QGRW Wisdomtree US Quality Growth | Add +417.0% | 0.67% | +0.55 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.37% | +0.37 |
| AVUV Avantis US Small Cap Value | New | 0.33% | +0.33 |
| BW Babcock & Wilcox Enterpr | New | 0.32% | +0.32 |
| DFIV Dimensional International Va | New | 0.26% | +0.26 |
| WTV Wisdomtree U.S. Value Fund | Add +91.8% | 0.59% | +0.25 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +18.9% | 0.87% | +0.23 |
| AVLV Avantis US Large Cap Value | New | 0.23% | +0.23 |
| DFUS Dimensional US Eq MKT ETF | New | 0.20% | +0.20 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.19% | +0.19 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +109.1% | 0.34% | +0.15 |
| CLOI Vaneck Clo ETF | New | 0.14% | +0.14 |
| INTC Intel Corp. | Add +14.2% | 0.21% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | Add +90.1% | 0.36% | +0.14 |
| MRVL Marvell Technology Inc. | New | 0.13% | +0.13 |
| AMAT Applied Materials Inc. | Add +9.7% | 0.25% | +0.12 |
| DFAS Dimensional US Small Cap ETF | New | 0.12% | +0.12 |
| BAI Ishrs AI in and Tech Act ETF | Add +1.4% | 0.43% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +204.9% | 0.15% | +0.12 |
| TSPA T Rowe Price US Eqy Research | New | 0.11% | +0.11 |
| ALAB Astera Labs Inc. | New | 0.11% | +0.11 |
| IREN Iren Ltd. | Add +43.3% | 0.28% | +0.11 |
| DELL Dell Technologies -C | New | 0.11% | +0.11 |
| PANW Palo Alto Networks Inc. | Add +82.7% | 0.15% | +0.10 |
| IVV iShares Core S&P 500 ETF | Add +28.0% | 0.46% | +0.09 |
| AVDV Avantis Intl S/C Value ETF | New | 0.09% | +0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +50.5% | 0.27% | +0.09 |
| STX Seagate Technology Holdings | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +35.0% | 0.29% | +0.08 |
| IALT Ishrs SYS Alt Act ETF | New | 0.08% | +0.08 |
| WDC Western Digital Corp. | New | 0.08% | +0.08 |
| LRCX Lam Research Corp. | Add +24.4% | 0.15% | +0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +2.8% | 1.19% | +0.08 |
| ANET Arista Networks Inc. | New | 0.08% | +0.08 |
| TCAF T Rowe PRC Cap Appreciation | Add +23.5% | 0.41% | +0.08 |
| DFAW Dimensional World Eqty ETF | New | 0.07% | +0.07 |
| RDVY First Trust Rising Dividend | Add +3.0% | 1.54% | +0.07 |
| DFAE Dimensional Emerging Core Eq | New | 0.07% | +0.07 |
| TTEQ T Rowe Price Technology ETF | Add +19.7% | 0.20% | +0.07 |
| QQQM Invesco Nasdaq 100 ETF | Add +2.2% | 0.66% | +0.07 |
| VTI VG Morningstar TS MKT ETF-US | Add +28.7% | 0.32% | +0.07 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +39.1% | 0.39% | +0.07 |
| CAT Caterpillar Inc. | Add +3.9% | 0.24% | +0.06 |
| NTAP Netapp Inc. | New | 0.06% | +0.06 |
| DFIS Dimensional International SM | New | 0.06% | +0.06 |
| MTUM iShares MSCI USA Momentum Fa | Add +40.8% | 0.14% | +0.06 |
| SPCX Space Exploration Techn Class A | New | 0.06% | +0.06 |
| SOXL Direx Dail Semi Bu 3X Et-Usd | New | 0.05% | +0.05 |
| IRE Defian Diy TT 2X Lo Iren ETF | New | 0.05% | +0.05 |
| QCOM Qualcomm Inc. | Add +68.2% | 0.10% | +0.05 |
Options Activity Q1 2026 → Q2 2026
| MSFT Microsoft Corp. | call | Add +143.8% | 3,900 | $1.5M |
| AMZN Amazon.com Inc. | call | Add +100.0% | 5,000 | $1.2M |
| BW Babcock & Wilcox Enterpr | call | New | 37,500 | $529K |
| CRM Salesforce Inc. | call | New | 2,600 | $407K |
| IREN Iren Ltd. | call | Reduce -90.6% | 7,500 | $343K |
| CRCL Circle Internet Group Inc. | call | New | 5,300 | $332K |
| VZ Verizon Communications Inc. | call | New | 6,000 | $254K |
| INTU Intuit Inc. | call | New | 700 | $183K |
| NOW ServiceNow Inc. | call | New | 1,700 | $169K |
| XLE SS Energy Select Sector | call | New | 3,100 | $165K |
| BABA Alibaba Group Holding-SP ADR | call | New | 1,600 | $154K |
| COIN Coinbase Global Inc. Class A | call | Add +60.0% | 800 | $117K |
| MSTR Strategy Inc. | call | New | 1,000 | $87K |
| ORCL Oracle Corp. | call | New | 400 | $59K |
| CELH Celsius Holdings Inc. | call | Sold out | 800 | $28Kbefore exit |
| ACHR Archer Aviation Inc. Class A | call | Sold out | 4,500 | $23Kbefore exit |
| CRWV Coreweave Inc. Class A | call | Sold out | 300 | $23Kbefore exit |
| NBIS Nebius Group NV | call | Sold out | 200 | $21Kbefore exit |
| BMNR Bitmine Immersion Technologi | call | New | 200 | $3K |
| RXRX Recursion Pharmaceuticals-A | call | Sold out | 600 | $2Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 527 | $942.1M | NVDA, AAPL, STXF, ACIO, AMZN |
| Q1 2026 | 497 | $807.2M | NVDA, AAPL, STXF, AMZN, ACIO |
| Q4 2025 | 469 | $778.9M | NVDA, AAPL, PLTR, STXF, AMZN |
| Q3 2025 | 450 | $743.2M | NVDA, AAPL, PLTR, MSFT, AMZN |
| Q2 2025 | 381 | $578.4M | NVDA, AAPL, DGRW, STXF, ACIO |
| Q1 2025 | 346 | $487.7M | QQQM, AAPL, NVDA, DGRW, ACIO |
| Q4 2024 | 363 | $505.6M | AAPL, NVDA, AMZN, DGRW, MSFT |
| Q3 2024 | 342 | $442.5M | AAPL, NVDA, AMZN, DGRW, MSFT |
| Q2 2024 | 260 | $321.8M | NVDA, AAPL, DGRW, UPS, MSFT |
| Q1 2024 | 210 | $266.1M | NVDA, UPS, AAPL, AMZN, MSFT |