United Advisor Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), United Advisor Group, LLC reported 469 stock positions worth $778.9 million. Its top holding was Nvidia (NVDA) at 3.4% of the portfolio, followed by Apple (AAPL, 3.1%) and Palantir Technologies Class A (PLTR, 2.2%). Compared with Q3 2025, it opened 46 new positions, sold out of 27, added to 236 and reduced 174. The biggest buy was a new position in C&S Real Estate Active ETF (CSRE) and the biggest sale Coinbase Global Class A (COIN, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- CINCINNATI, OH
- CIK
- 0002004873
- Portfolio Value
- $778.9M (Q4 2025)
- SEC Filing
- 0002004873-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 469 stocks · $778.9M
| NVDA Nvidia Corp. | 3.41% | 142,232 | $26.5M | Reduce -3.5% |
| AAPL Apple Inc. | 3.05% | 87,440 | $23.8M | Reduce -1.9% |
| PLTR Palantir Technologies Inc. Class A | 2.17% | 94,909 | $16.9M | Reduce -3.2% |
| STXF Strive 500 ETF | 2.07% | 365,911 | $16.1M | Add +3.1% |
| AMZN Amazon.com Inc. | 2.06% | 69,357 | $16.0M | Reduce -0.8% |
| MSFT Microsoft Corp. | 2.03% | 32,669 | $15.8M | Add +4.0% |
| ACIO Aptus Collared Invest Opp | 1.92% | 342,673 | $15.0M | Add +1.4% |
| DGRW Wisdomtree U.S. Quality Divi | 1.59% | 138,241 | $12.4M | Add +4.1% |
| RDVY First Trust Rising Dividend | 1.50% | 168,325 | $11.7M | Add +9.2% |
| GOOGL Alphabet Inc. Class A | 1.47% | 36,595 | $11.5M | Reduce -4.6% |
| DLN Wisdomtree US Largecap Divid | 1.37% | 121,175 | $10.7M | Add +3.4% |
| SCHX Schwab US Large-Cap ETF | 1.34% | 387,160 | $10.4M | Reduce -0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.26% | 91,844 | $9.8M | Add +2.0% |
| OSCV Opus Small Cap Value ETF | 1.21% | 254,655 | $9.4M | Add +4.9% |
| TDVG T Rowe Price Dividend Growth | 1.15% | 198,999 | $8.9M | Add +3.2% |
| QQQM Invesco Nasdaq 100 ETF | 1.06% | 32,682 | $8.3M | Add +1.8% |
| TSLA Tesla Inc. | 1.05% | 18,202 | $8.2M | Reduce -20.1% |
| META Meta Platforms Inc. Class A | 1.03% | 12,151 | $8.0M | Add +8.2% |
| DRSK Aptus Defined Risk ETF | 1.02% | 278,085 | $7.9M | Add +2.6% |
| MSMR M/S Managed Risk ETF | 0.97% | 216,338 | $7.5M | Add +3.3% |
| DON Wisdomtree US Midcap Dividen | 0.95% | 142,776 | $7.4M | Reduce -3.2% |
| DFAI Dimensional International Co. | 0.91% | 185,630 | $7.1M | Add +1.5% |
| UPS United Parcel Service Class B | 0.88% | 69,088 | $6.9M | Add +2.8% |
| JPM JPMorgan Chase & Co. | 0.88% | 21,156 | $6.8M | Add +1.2% |
| VEA Vanguard Ftse Developed ETF | 0.82% | 101,663 | $6.4M | Add +16.3% |
| VOO Vanguard S&P 500 ETF | 0.79% | 9,816 | $6.2M | Reduce -16.7% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.77% | 121,546 | $6.0M | Add +15.8% |
| KHPI Kensington Hedged PRM in ETF filed as MANAGED PORTFOLIO SERIES | 0.76% | 229,699 | $5.9M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.73% | 29,718 | $5.7M | Reduce -12.8% |
| FYLD Cambria Foreign Shareholder | 0.71% | 169,564 | $5.5M | Add +9.4% |
| XOM Exxon Mobil Corp. | 0.65% | 41,791 | $5.0M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.64% | 10,149 | $5.0M | Add +0.2% |
| JPST JPMorgan Ultra-Short Income | 0.63% | 96,603 | $4.9M | Reduce -17.4% |
| IVV iShares Core S&P 500 ETF | 0.62% | 7,037 | $4.8M | Add +12.9% |
| ARDC Ares Dynamic Credit All | 0.60% | 349,997 | $4.7M | Reduce -0.5% |
| AGG iShares Core U.S. Aggregate | 0.58% | 45,378 | $4.5M | Reduce -0.3% |
| IEMG iShares Core MSCI Emerging | 0.58% | 66,987 | $4.5M | Add +3.1% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.57% | 151,490 | $4.5M | Add +10.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.57% | 78,311 | $4.4M | Add +4.1% |
| JCPB JPMorgan Core Plus Bond ETF | 0.57% | 93,317 | $4.4M | Add +5.0% |
| WMT Walmart Inc. | 0.56% | 39,316 | $4.4M | Add +5.3% |
| GSEW Goldman Sachs Eql WGHT Large | 0.56% | 51,368 | $4.4M | Add +4.8% |
| AMD Advanced Micro Devices | 0.55% | 20,036 | $4.3M | Reduce -10.6% |
| DPG Duff & Phelps Utility & Inc. | 0.55% | 336,702 | $4.3M | Reduce -4.7% |
| SYLD Cambria Shareholder Yield Et | 0.55% | 61,293 | $4.3M | Add +88.2% |
| HTRB Hartford TTL RTRN BND ETF | 0.54% | 124,136 | $4.2M | Add +9.9% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.54% | 82,355 | $4.2M | Add +11.5% |
| EYLD Cambria Emerg Shrhldr Yield | 0.52% | 106,611 | $4.1M | Add +12.9% |
| BND Vanguard Total Bond Market | 0.48% | 50,691 | $3.8M | Add +24.1% |
| FSK FS KKR Capital Corp. | 0.46% | 244,132 | $3.6M | Reduce -12.7% |
| SCHM Schwab US Mid Cap ETF | 0.46% | 120,161 | $3.6M | Add +13.4% |
| SCHA Schwab US Small-Cap ETF | 0.46% | 125,415 | $3.6M | Add +9.2% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 29,641 | $3.6M | Reduce -7.7% |
| SHOP Shopify Inc. Class A | 0.46% | 22,088 | $3.6M | Reduce -22.7% |
| PG The Procter & Gamble Co. | 0.46% | 24,766 | $3.5M | Reduce -1.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.43% | 183,912 | $3.4M | Add +4.7% |
| QUAL iShares MSCI USA Quality Fac | 0.43% | 16,681 | $3.3M | Reduce -14.4% |
| SCHD Schwab US DVD Equity ETF | 0.42% | 120,066 | $3.3M | Add +71.7% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.42% | 38,418 | $3.2M | Reduce -19.3% |
| VIGI Vanguard Int Div App Indx FD | 0.40% | 34,450 | $3.2M | Reduce -1.9% |
| JEPI JPMorgan Equity Premium Inco | 0.40% | 54,800 | $3.1M | Reduce -4.4% |
| DGS Wisdomtree Em Small Cap | 0.40% | 54,599 | $3.1M | Reduce -7.4% |
| DIVO Amplify CWP Enhan Divid ETF | 0.39% | 67,534 | $3.0M | Add +19.6% |
| SDVY First Trust Smid Cap Rising | 0.38% | 77,826 | $3.0M | Add +28.9% |
| JUCY Aptus Enhanced Yield ETF | 0.38% | 133,971 | $3.0M | Add +2.2% |
| CSRE C&S Real Estate Active ETF | 0.38% | 115,912 | $3.0M | New |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.38% | 48,463 | $2.9M | Add +4.0% |
| MFIC Midcap Financial Investment | 0.38% | 255,718 | $2.9M | Reduce -5.6% |
| GBDC Golub Capital BDC Inc. | 0.37% | 215,135 | $2.9M | Reduce -2.5% |
| STWD Starwood Property Trust Inc. | 0.37% | 161,328 | $2.9M | Reduce -1.5% |
| OCSL Oaktree Specialty Lending Co. | 0.37% | 224,440 | $2.9M | Reduce -13.4% |
| V Visa Inc. Class A | 0.36% | 8,085 | $2.8M | Add +1.0% |
| SCHG Schwab US Large-Cap Growth | 0.35% | 84,683 | $2.8M | Reduce -0.8% |
| VZ Verizon Communications Inc. | 0.35% | 66,156 | $2.7M | Reduce -5.2% |
| TCAF T Rowe PRC Cap Appreciation | 0.34% | 70,021 | $2.7M | Add +42.4% |
| IMCB iShares Morningstar Mid-Cap | 0.33% | 31,223 | $2.6M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 4,203 | $2.6M | Reduce -2.0% |
| XLK SS Technology Select Sector | 0.33% | 17,812 | $2.6M | Add +11.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.33% | 52,386 | $2.5M | Add +20.8% |
| CGCB Cap Group Core Bond | 0.32% | 95,247 | $2.5M | Add +4.0% |
| GOOG Alphabet Inc. Class C | 0.31% | 7,671 | $2.4M | Add +1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 3,418 | $2.3M | Reduce -3.9% |
| COST Costco Wholesale Corp. | 0.30% | 2,674 | $2.3M | Reduce -1.7% |
| BALI Is US LRG CP Pre Inc. Act-Usd | 0.29% | 72,493 | $2.3M | Add +5.3% |
| BAI Ishrs AI in and Tech Act ETF | 0.29% | 68,456 | $2.3M | Add +422.5% |
| IVE iShares S&P 500 Value ETF | 0.29% | 10,615 | $2.3M | Add +4.7% |
| PFE Pfizer Inc. | 0.29% | 89,373 | $2.2M | Add +49.3% |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.29% | 33,650 | $2.2M | Reduce -30.6% |
| PM Philip Morris International | 0.28% | 13,786 | $2.2M | Add +10.0% |
| WTV Wisdomtree U.S. Value Fund | 0.28% | 23,666 | $2.2M | Add +100.6% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 17,862 | $2.2M | Add +246.2% |
| EPD Enterprise Products Partners | 0.27% | 66,667 | $2.1M | Add +2.6% |
| ARCC Ares Capital Corp. | 0.27% | 105,601 | $2.1M | Add +0.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 41,994 | $2.1M | Add +3.4% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 39,183 | $2.1M | Add +2.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 6,119 | $2.1M | Add +2.1% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 20,256 | $2.0M | Add +21.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 6,854 | $2.0M | Add +1.1% |
| AVGO Broadcom Inc. | 0.26% | 5,860 | $2.0M | Add +30.8% |
| CVX Chevron Corp. | 0.26% | 13,219 | $2.0M | Reduce -9.6% |
Options reported separately and not counted above: DHR calls ($13.9M), ET calls ($4.6M), AMZN calls ($2.7M), LCID calls ($991K), NVO calls ($611K), COIN calls ($113K), UNH calls ($99K), PYPL calls ($76K), PLUG calls ($59K), ACHR calls ($39K), ETHA calls ($38K), MARA calls ($25K), and 5 more.
Portfolio Sells Q3 2025 → Q4 2025
| COIN Coinbase Global Inc. Class A | Reduce -68.9% | 0.11% | −0.44 |
| TSLA Tesla Inc. | Reduce -20.1% | 1.05% | −0.31 |
| NVDA Nvidia Corp. | Reduce -3.5% | 3.41% | −0.29 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.2% | 2.17% | −0.24 |
| VOO Vanguard S&P 500 ETF | Reduce -16.7% | 0.79% | −0.18 |
| MARA Mara Holdings Inc. | Reduce -81.7% | 0.02% | −0.18 |
| BMNR Bitmine Immersion Technologi | Sold out | 0.00% | −0.17 |
| JPST JPMorgan Ultra-Short Income | Reduce -17.4% | 0.63% | −0.17 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Reduce -30.6% | 0.29% | −0.15 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -19.3% | 0.42% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.8% | 0.73% | −0.13 |
| IBIT iShares Bitcoin Trust ETF | Reduce -24.8% | 0.14% | −0.12 |
| SHOP Shopify Inc. Class A | Reduce -22.7% | 0.46% | −0.12 |
| DES Wisdomtree US Smallcap Divid | Reduce -59.7% | 0.06% | −0.10 |
| FSK FS KKR Capital Corp. | Reduce -12.7% | 0.46% | −0.10 |
| ROKU Roku Inc. | Reduce -49.6% | 0.10% | −0.10 |
| DON Wisdomtree US Midcap Dividen | Reduce -3.2% | 0.95% | −0.09 |
| OCSL Oaktree Specialty Lending Co. | Reduce -13.4% | 0.37% | −0.09 |
| QUAL iShares MSCI USA Quality Fac | Reduce -14.4% | 0.43% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -29.2% | 0.16% | −0.08 |
| XCEM Columbia Em Core Ex-China | Reduce -28.5% | 0.20% | −0.08 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.07 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -39.1% | 0.10% | −0.07 |
| ARDC Ares Dynamic Credit All | Reduce -0.5% | 0.60% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -5.2% | 0.35% | −0.07 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.07 |
| DPG Duff & Phelps Utility & Inc. | Reduce -4.7% | 0.55% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.4% | 0.46% | −0.06 |
| MFIC Midcap Financial Investment | Reduce -5.6% | 0.38% | −0.06 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.06 |
| GLW Corning Inc. | Sold out | 0.00% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.7% | 0.46% | −0.06 |
| GSBD Goldman Sachs BDC Inc. | Reduce -20.2% | 0.13% | −0.06 |
| TJX TJX Companies Inc. | Reduce -54.0% | 0.05% | −0.06 |
| SE Sea Ltd.-ADR | Reduce -43.5% | 0.03% | −0.05 |
| STWD Starwood Property Trust Inc. | Reduce -1.5% | 0.37% | −0.05 |
| TCPC BlackRock TCP Capital Corp. | Reduce -33.9% | 0.07% | −0.05 |
| DGS Wisdomtree Em Small Cap | Reduce -7.4% | 0.40% | −0.05 |
| TAOX Tao Synergies Inc. | Sold out | 0.00% | −0.05 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -21.4% | 0.14% | −0.05 |
| RGTI Rigetti Computing Inc. | Sold out | 0.00% | −0.05 |
| SPHY SS SPDR P High Yield ETF | Reduce -11.0% | 0.25% | −0.05 |
| CVX Chevron Corp. | Reduce -9.6% | 0.26% | −0.05 |
| NFLX Netflix Inc. | Reduce -1.9% | 0.13% | −0.05 |
| TIDAL TRUST II | Sold out | 0.00% | −0.05 |
| ADBE Adobe Inc. | Reduce -46.8% | 0.05% | −0.05 |
| FIXD First Trust Smith Opportunis | Reduce -28.8% | 0.10% | −0.05 |
| HD Home Depot Inc. | Reduce -4.3% | 0.16% | −0.04 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.7% | 0.30% | −0.04 |
Portfolio Buys Q3 2025 → Q4 2025
| CSRE C&S Real Estate Active ETF | New | 0.38% | +0.38 |
| SYLD Cambria Shareholder Yield Et | Add +88.2% | 0.55% | +0.25 |
| OPEN Opendoor Technologies Inc. | New | 0.24% | +0.24 |
| BAI Ishrs AI in and Tech Act ETF | Add +422.5% | 0.29% | +0.23 |
| IWP iShares Russell Mid-Cap Grow | New | 0.21% | +0.21 |
| IVW iShares S&P 500 Growth ETF | Add +246.2% | 0.28% | +0.20 |
| IEF iShares 7-10 Year Treasury B | New | 0.19% | +0.19 |
| NBIS Nebius Group NV | New | 0.19% | +0.19 |
| CWS Advisorshares Equity Focused | New | 0.18% | +0.18 |
| IWD iShares Russell 1000 Value E | New | 0.17% | +0.17 |
| IWM iShares Russell 2000 ETF | Add +276.3% | 0.23% | +0.17 |
| SCHD Schwab US DVD Equity ETF | Add +71.7% | 0.42% | +0.17 |
| IWF iShares Russell 1000 Growth | New | 0.14% | +0.14 |
| WTV Wisdomtree U.S. Value Fund | Add +100.6% | 0.28% | +0.14 |
| ETHA iShares Ethereum Trust ETF | New | 0.13% | +0.13 |
| UPS United Parcel Service Class B | Add +2.8% | 0.88% | +0.12 |
| SHLD Global X Defense Tech ETF | New | 0.12% | +0.12 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.11% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +16.3% | 0.82% | +0.11 |
| RDVY First Trust Rising Dividend | Add +9.2% | 1.50% | +0.11 |
| QLD Proshares Ultra QQQ | New | 0.10% | +0.10 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +11.5% | 0.54% | +0.10 |
| TCAF T Rowe PRC Cap Appreciation | Add +42.4% | 0.34% | +0.09 |
| LLY Eli Lilly & Co. | Add +24.6% | 0.21% | +0.08 |
| PFE Pfizer Inc. | Add +49.3% | 0.29% | +0.08 |
| THRO iShares U.S. Thematic Rotati | Add +100.8% | 0.16% | +0.08 |
| NEM Newmont Corp. | Add +52.5% | 0.18% | +0.07 |
| SDVY First Trust Smid Cap Rising | Add +28.9% | 0.38% | +0.07 |
| BPRE Bluerock Private Real Estate | New | 0.07% | +0.07 |
| BND Vanguard Total Bond Market | Add +24.1% | 0.48% | +0.07 |
| DGRS Wisdomtree U.S. Smallcap Qua | Add +15.8% | 0.77% | +0.07 |
| BMY Bristol-Myers Squibb Co. | Add +37.6% | 0.19% | +0.07 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +160.2% | 0.11% | +0.07 |
| BTQ BTQ Technologies Corp. | New | 0.07% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +1.7% | 0.31% | +0.06 |
| AVGO Broadcom Inc. | Add +30.8% | 0.26% | +0.06 |
| IVV iShares Core S&P 500 ETF | Add +12.9% | 0.62% | +0.06 |
| FYLD Cambria Foreign Shareholder | Add +9.4% | 0.71% | +0.06 |
| LVS Las Vegas Sands Corp. | New | 0.05% | +0.05 |
| EYLD Cambria Emerg Shrhldr Yield | Add +12.9% | 0.52% | +0.05 |
| DLTR Dollar Tree Inc. | New | 0.05% | +0.05 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 0.05% | +0.05 |
| EMMF Wisdomtree Emerging Markets | Add +149.3% | 0.09% | +0.05 |
| KMB Kimberly-Clark Corp. | New | 0.05% | +0.05 |
| DIVO Amplify CWP Enhan Divid ETF | Add +19.6% | 0.39% | +0.05 |
| ODFL Old Dominion Freight Line | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +5.3% | 0.56% | +0.04 |
| LRCX Lam Research Corp. | New | 0.04% | +0.04 |
| USMF Wisdomtree US Multifactor Fu | Add +41.5% | 0.18% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +13.4% | 0.46% | +0.04 |
Options Activity Q3 2025 → Q4 2025
| DHR Danaher Corp. | call | New | 60,800 | $13.9M |
| ET Energy Transfer LP | call | New | 276,300 | $4.6M |
| AMZN Amazon.com Inc. | call | New | 11,900 | $2.7M |
| LCID Lucid Group Inc. | call | New | 93,800 | $991K |
| NVO Novo-Nordisk A/S-Spons ADR | call | New | 12,000 | $611K |
| COIN Coinbase Global Inc. Class A | call | New | 500 | $113K |
| UNH Unitedhealth Group Inc. | call | New | 300 | $99K |
| PYPL PayPal Holdings Inc. | call | New | 1,300 | $76K |
| PLUG Plug Power Inc. | call | New | 30,000 | $59K |
| ACHR Archer Aviation Inc. Class A | call | New | 5,200 | $39K |
| ETHA iShares Ethereum Trust ETF | call | New | 1,700 | $38K |
| MARA Mara Holdings Inc. | call | New | 2,800 | $25K |
| IBIT iShares Bitcoin Trust ETF | call | New | 500 | $25K |
| UBER Uber Technologies Inc. | call | New | 200 | $16K |
| NFLX Netflix Inc. | call | New | 100 | $9K |
| BMNR Bitmine Immersion Technologi | call | New | 200 | $5K |
| ABTC American Bitcoin Corp. | call | New | 600 | $1K |
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 |