United Advisor Group, LLC Portfolio Holdings

United Advisor Group, LLC

  • $689 Million
  • Q3 2025

United Advisor Group, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $689 Million distributed in 450 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $27.5M, Apple Inc. with a value of $22.7M, Palantir Technologies Inc. with a value of $17.9M, Microsoft Corp with a value of $16.3M, and Amazon Com Inc with a value of $15.4M.

Examining the 13F form we can see an increase of $151M in the current position value, from $538M to 689M.

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 $689 Million
ETFs: $371 Million
Technology: $116 Million
Financial Services: $56.5 Million
Consumer Cyclical: $34.3 Million
Communication Services: $28.3 Million
Consumer Defensive: $17.7 Million
Industrials: $16.9 Million
Energy: $14.5 Million
Other: $24 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.51B
$3.17 Million 0.46% of portfolio
163,725
Q3 2025 Added 6.62%
$2.37B
$3.02 Million 0.44% of portfolio
220,750
Q3 2025 Added 2.92%
$6.39B
$1.76 Million 0.26% of portfolio
29,480
Q3 2025 Reduced 1.84%
$2.64B
$1.77 Million 0.26% of portfolio
78,365
Q3 2025 New
$6.2B
$529,000 0.08% of portfolio
4,910
Q3 2025 Added 3.76%
$9.78B
$534,000 0.08% of portfolio
11,878
Q3 2025 Added 14.46%
$4.4B
$494,000 0.07% of portfolio
7,778
Q3 2025 Added 1.63%
$6.49B
$477,000 0.07% of portfolio
1,066
Q3 2025 Added 17.14%
$4.4B
$404,000 0.06% of portfolio
8,093
Q2 2025 Added 8.21%
$3.09B
$349,000 0.05% of portfolio
11,725
Q3 2025 New
$5.27B
$367,000 0.05% of portfolio
27,416
Q3 2025 Reduced 0.84%
$4.41B
$374,000 0.05% of portfolio
14,366
Q3 2025 Reduced 0.12%
$2.82B
$283,000 0.04% of portfolio
33,625
Q3 2025 Added 12.65%
$3.61B
$208,000 0.03% of portfolio
16,686
Q3 2025 Added 6.38%
$7.23B
$241,000 0.03% of portfolio
3,644
Q3 2025 Reduced 37.69%
$5.53B
$126,000 0.02% of portfolio
10,330
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 450
  • Current Value $689 Million
  • Prior Value $538 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 87 stocks
  • Additional Purchases 270 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 80 stocks
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