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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$27.5 Million 3.99% of portfolio
147,330
Q3 2025 Added 17.21%
$4.3T
$22.7 Million 3.29% of portfolio
89,121
Q3 2025 Added 26.97%
$342B
$17.9 Million 2.59% of portfolio
98,036
Q3 2025 Added 8.72%
$3.78T
$16.3 Million 2.36% of portfolio
31,403
Q3 2025 Added 28.66%
$2.39T
$15.4 Million 2.23% of portfolio
69,922
Q3 2025 Added 43.98%
$1.29T
$10.1 Million 1.47% of portfolio
22,785
Q3 2025 Added 63.72%
$1.65T
$9.32 Million 1.35% of portfolio
38,343
Q3 2025 Added 126.83%
$1.37T
$8.25 Million 1.2% of portfolio
11,230
Q3 2025 Added 106.06%
$881B
$6.59 Million 0.96% of portfolio
20,898
Q3 2025 Added 16.49%
$68.7B
$5.62 Million 0.81% of portfolio
67,236
Q3 2025 Added 4.42%
$0
$4.93 Million 0.72% of portfolio
351,855
Q3 2025 Added 4.63%
$490B
$4.69 Million 0.68% of portfolio
41,635
Q3 2025 Reduced 13.54%
$0
$4.56 Million 0.66% of portfolio
353,376
Q3 2025 Added 2.4%
$174B
$4.25 Million 0.62% of portfolio
28,586
Q3 2025 New
$0
$4.18 Million 0.61% of portfolio
279,738
Q3 2025 Added 4.33%
$40.3B
$4.08 Million 0.59% of portfolio
12,075
Q3 2025 New
$279B
$3.85 Million 0.56% of portfolio
37,352
Q3 2025 Added 13.16%
$388B
$3.63 Million 0.53% of portfolio
22,414
Q3 2025 Added 554.42%
$5.51B
$3.17 Million 0.46% of portfolio
163,725
Q3 2025 Added 6.62%
$172B
$3.07 Million 0.45% of portfolio
69,793
Q3 2025 Added 39.06%
$2.37B
$3.02 Million 0.44% of portfolio
220,750
Q3 2025 Added 2.92%
$893M
$3.01 Million 0.44% of portfolio
270,816
Q3 2025 Added 5.44%
$533B
$2.73 Million 0.4% of portfolio
8,006
Q3 2025 Added 27.0%
$404B
$2.52 Million 0.37% of portfolio
2,720
Q3 2025 Added 27.16%
$303B
$2.27 Million 0.33% of portfolio
14,626
Q3 2025 Added 127.18%
$0
$2.15 Million 0.31% of portfolio
105,431
Q3 2025 Added 14.26%
$237B
$2.03 Million 0.29% of portfolio
12,536
Q3 2025 Added 20.11%
$70.2B
$2.03 Million 0.29% of portfolio
64,969
Q3 2025 Added 0.27%
$104B
$1.96 Million 0.28% of portfolio
29,734
Q3 2025 Added 14.19%
$266B
$1.91 Million 0.28% of portfolio
6,782
Q3 2025 Added 45.41%
$1.74T
$1.84 Million 0.27% of portfolio
7,540
Q3 2025 Added 21.3%
$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
$413B
$1.56 Million 0.23% of portfolio
30,184
Q3 2025 Added 18.85%
$132B
$1.62 Million 0.23% of portfolio
6,543
Q3 2025 Added 6.39%
$224B
$1.58 Million 0.23% of portfolio
5,190
Q3 2025 Added 33.59%
$99.7B
$1.51 Million 0.22% of portfolio
7,851
Q3 2025 Added 0.31%
$12B
$1.48 Million 0.22% of portfolio
14,830
Q3 2025 New
$141B
$1.53 Million 0.22% of portfolio
59,871
Q3 2025 Added 297.89%
$367B
$1.49 Million 0.22% of portfolio
3,674
Q3 2025 Added 27.84%
$139B
$1.48 Million 0.21% of portfolio
4,479
Q3 2025 Reduced 26.39%
$662B
$1.45 Million 0.21% of portfolio
2,894
Q3 2025 Added 4.93%
$522B
$1.45 Million 0.21% of portfolio
7,834
Q3 2025 Added 27.07%
$300B
$1.32 Million 0.19% of portfolio
3,830
Q3 2025 Added 109.29%
$49.1B
$1.28 Million 0.19% of portfolio
1,070
Q3 2025 Added 13.11%
$0
$1.34 Million 0.19% of portfolio
131,908
Q3 2025 Added 0.17%
$235B
$1.22 Million 0.18% of portfolio
14,489
Q3 2025 Added 67.27%
$193B
$1.26 Million 0.18% of portfolio
2,811
Q3 2025 Added 4.61%
$268B
$1.22 Million 0.18% of portfolio
7,266
Q3 2025 Added 325.16%

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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email