United Advisor Group, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $455 Million distributed in 346 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $16M, Apple Inc. with a value of $14.5M, Nvidia Corp with a value of $12.8M, Wisdomtree Tr Us Quality Divid with a value of $12.3M, and ETF Ser Solutions Aptus Collar with a value of $11.2M.
Examining the 13F form we can see an decrease of $21M in the current position value, from $476M to 455M.
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
$455 Million
ETFs: $261 Million
Technology: $50.2 Million
Financial Services: $47.5 Million
Consumer Cyclical: $18.1 Million
Consumer Defensive: $14.2 Million
Industrials: $13.4 Million
Energy: $12.9 Million
Communication Services: $10.9 Million
Other: $16.9 Million
Stock Holdings Table Market Cap. of $200 Billions or more
