United Advisor Group, LLC Portfolio Holdings

United Advisor Group, LLC

  • $538 Million
  • Q2 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$456B
$19.9 Million 3.69% of portfolio
125,697
Q2 2025 Added 6.73%
$3.69T
$14.4 Million 2.68% of portfolio
70,192
Q2 2025 Added 7.25%
$367B
$12.3 Million 2.28% of portfolio
90,172
Q2 2025 Added 4.25%
$3.95T
$12.1 Million 2.26% of portfolio
24,407
Q2 2025 Added 5.76%
$2.26T
$10.7 Million 1.98% of portfolio
48,565
Q2 2025 Added 3.63%
$63.8B
$6.5 Million 1.21% of portfolio
64,389
Q2 2025 Added 1.78%
$0
$5.56 Million 1.03% of portfolio
268,129
Q2 2025 Added 1.69%
$859B
$5.2 Million 0.97% of portfolio
17,939
Q2 2025 Added 6.96%
$442B
$5.19 Million 0.96% of portfolio
48,156
Q2 2025 Added 2.31%
$0
$4.78 Million 0.89% of portfolio
336,279
Q2 2025 Added 1.64%
$1.08T
$4.42 Million 0.82% of portfolio
13,917
Q2 2025 Added 10.19%
$0
$4.28 Million 0.8% of portfolio
345,109
Q2 2025 Reduced 0.23%
$1.78T
$4.02 Million 0.75% of portfolio
5,450
Q2 2025 Reduced 1.21%
$281B
$3.23 Million 0.6% of portfolio
33,009
Q2 2025 Added 15.72%
$368B
$3.16 Million 0.59% of portfolio
19,853
Q2 2025 Reduced 6.1%
$2.54B
$3.14 Million 0.58% of portfolio
214,488
Q2 2025 Added 4.38%
$1.21T
$2.98 Million 0.55% of portfolio
16,904
Q2 2025 Added 6.21%
$893M
$2.86 Million 0.53% of portfolio
256,852
Q2 2025 Added 0.24%
$551B
$2.24 Million 0.42% of portfolio
6,304
Q2 2025 Added 6.74%
$182B
$2.17 Million 0.4% of portfolio
50,188
Q2 2025 Added 1.91%
$439B
$2.12 Million 0.39% of portfolio
2,139
Q2 2025 Added 37.12%
$0
$2.03 Million 0.38% of portfolio
92,269
Q2 2025 Reduced 0.18%
$68.2B
$2.01 Million 0.37% of portfolio
64,792
Q2 2025 Added 0.05%
$261B
$1.9 Million 0.35% of portfolio
10,437
Q2 2025 Added 2.85%
$7.33B
$1.87 Million 0.35% of portfolio
30,033
Q2 2025 Added 0.01%
$127B
$1.68 Million 0.31% of portfolio
6,085
Q2 2025 Added 53.24%
$142B
$1.64 Million 0.3% of portfolio
6,150
Q2 2025 Reduced 14.77%
$0
$1.48 Million 0.28% of portfolio
131,683
Q2 2025 Reduced 0.97%
$118B
$1.53 Million 0.28% of portfolio
26,039
Q2 2025 Added 2.09%
$169B
$1.46 Million 0.27% of portfolio
2,687
Q2 2025 Added 10.99%
$210B
$1.37 Million 0.26% of portfolio
4,664
Q2 2025 Added 5.5%
$621B
$1.34 Million 0.25% of portfolio
2,758
Q2 2025 Added 21.02%
$545B
$1.27 Million 0.24% of portfolio
946
Q2 2025 Added 23.02%
$79.3B
$1.3 Million 0.24% of portfolio
7,827
Q2 2025 Added 4.04%
$381B
$1.2 Million 0.22% of portfolio
25,397
Q2 2025 Added 36.94%
$0
$1.12 Million 0.21% of portfolio
78,434
Q2 2025 Added 2.73%
$979M
$1.13 Million 0.21% of portfolio
75,169
Q2 2025 Reduced 2.69%
$222B
$1.14 Million 0.21% of portfolio
3,885
Q2 2025 Added 9.62%
$405B
$1.05 Million 0.2% of portfolio
2,874
Q2 2025 Added 23.88%
$0
$1.09 Million 0.2% of portfolio
141,741
Q2 2025 Reduced 5.8%
$1.24T
$1.1 Million 0.2% of portfolio
6,216
Q2 2025 Added 48.14%
$203B
$1.08 Million 0.2% of portfolio
37,356
Q2 2025 Added 5.09%
$24.1B
$1.03 Million 0.19% of portfolio
6,919
Q2 2025 Added 0.28%
$207B
$1 Million 0.19% of portfolio
8,090
Q2 2025 Added 122.74%
$87.3B
$919,000 0.17% of portfolio
6,040
Q2 2025 Reduced 5.3%
$452B
$941,000 0.17% of portfolio
6,165
Q2 2025 Added 4.7%
$254B
$896,000 0.17% of portfolio
1,266
Q2 2025 Added 0.96%
$302B
$921,000 0.17% of portfolio
6,438
Q2 2025 Added 17.87%
$95.3B
$939,000 0.17% of portfolio
4,250
Q2 2025 Added 5.38%

Summary

  • Portfolio
  • No. of Stocks 381
  • Current Value $538 Million
  • Prior Value $455 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 231 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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