United Advisor Group, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $538 Million distributed in 381 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $19.9M, Apple Inc. with a value of $14.4M, Wisdomtree Tr Us Quality Divid with a value of $13.3M, ETF Ser Solutions Aptus Collar with a value of $12.7M, and Palantir Technologies Inc. with a value of $12.3M.
Examining the 13F form we can see an increase of $83.7M in the current position value, from $455M to 538M.
United Advisor Group, LLC is based out at Cincinnati, OH
Below you can find more details about United Advisor Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$538 Million
ETFs: $314 Million
Technology: $69.4 Million
Financial Services: $49.5 Million
Consumer Cyclical: $21.6 Million
Consumer Defensive: $15.6 Million
Industrials: $15.5 Million
Communication Services: $13.6 Million
Energy: $12.5 Million
Other: $17.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
