United Advisor Group, LLC Portfolio Holdings

United Advisor Group, LLC

  • $733 Million
  • Q4 2025

United Advisor Group, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $733 Million distributed in 486 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $26.5M, Apple Inc. with a value of $23.4M, Microsoft Corp with a value of $16.6M, Palantir Technologies Inc. with a value of $16.5M, and Amazon Com Inc with a value of $16.3M.

Examining the 13F form we can see an increase of $44.1M in the current position value, from $689M to 733M.

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 $733 Million
ETFs: $397 Million
Technology: $113 Million
Financial Services: $51.2 Million
Consumer Cyclical: $34.5 Million
Healthcare: $31 Million
Communication Services: $27.1 Million
Energy: $19.6 Million
Industrials: $18.6 Million
Other: $30.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$26.5 Million 3.62% of portfolio
142,232
Q4 2025 Reduced 3.46%
$4.3T
$23.4 Million 3.19% of portfolio
87,440
Q4 2025 Reduced 1.89%
$3.78T
$16.6 Million 2.26% of portfolio
32,669
Q4 2025 Added 4.03%
$342B
$16.5 Million 2.25% of portfolio
94,909
Q4 2025 Reduced 3.19%
$2.39T
$16.3 Million 2.22% of portfolio
69,357
Q4 2025 Reduced 0.81%
$1.65T
$10.1 Million 1.38% of portfolio
36,595
Q4 2025 Reduced 4.56%
$1.29T
$7.44 Million 1.02% of portfolio
18,202
Q4 2025 Reduced 20.11%
$1.37T
$7.41 Million 1.01% of portfolio
12,151
Q4 2025 Added 8.2%
$68.7B
$6.51 Million 0.89% of portfolio
69,088
Q4 2025 Added 2.75%
$881B
$6.35 Million 0.87% of portfolio
21,156
Q4 2025 Added 1.23%
$490B
$4.92 Million 0.67% of portfolio
41,791
Q4 2025 Added 0.37%
$388B
$4.82 Million 0.66% of portfolio
20,036
Q4 2025 Reduced 10.61%
$0
$4.86 Million 0.66% of portfolio
349,997
Q4 2025 Reduced 0.53%
$0
$4.43 Million 0.6% of portfolio
336,702
Q4 2025 Reduced 4.72%
$279B
$4.05 Million 0.55% of portfolio
39,316
Q4 2025 Added 5.26%
$0
$3.81 Million 0.52% of portfolio
244,132
Q4 2025 Reduced 12.73%
$174B
$3.23 Million 0.44% of portfolio
22,088
Q4 2025 Reduced 22.73%
$2.37B
$2.98 Million 0.41% of portfolio
215,135
Q4 2025 Reduced 2.54%
$893M
$2.84 Million 0.39% of portfolio
255,718
Q4 2025 Reduced 5.58%
$5.51B
$2.88 Million 0.39% of portfolio
161,328
Q4 2025 Reduced 1.46%
$172B
$2.71 Million 0.37% of portfolio
66,156
Q4 2025 Reduced 5.21%
$5.11B
$2.64 Million 0.36% of portfolio
325,000
Q4 2025 New
$533B
$2.63 Million 0.36% of portfolio
8,085
Q4 2025 Added 0.99%
$404B
$2.44 Million 0.33% of portfolio
2,674
Q4 2025 Reduced 1.69%
$169B
$2.38 Million 0.32% of portfolio
2,846
Q4 2025 Added 656.91%
$141B
$2.24 Million 0.31% of portfolio
89,373
Q4 2025 Added 49.28%
$1.74T
$2.19 Million 0.3% of portfolio
7,671
Q4 2025 Added 1.74%
$70.2B
$2.15 Million 0.29% of portfolio
66,667
Q4 2025 Added 2.61%
$237B
$2.11 Million 0.29% of portfolio
13,786
Q4 2025 Added 9.97%
$0
$2.13 Million 0.29% of portfolio
105,601
Q4 2025 Added 0.16%
$303B
$2.05 Million 0.28% of portfolio
13,219
Q4 2025 Reduced 9.62%
$266B
$2.04 Million 0.28% of portfolio
6,854
Q4 2025 Added 1.06%
$139B
$2.01 Million 0.27% of portfolio
5,860
Q4 2025 Added 30.83%
$104B
$1.87 Million 0.25% of portfolio
32,126
Q4 2025 Added 8.04%
$522B
$1.73 Million 0.24% of portfolio
8,678
Q4 2025 Added 10.77%
$99.7B
$1.67 Million 0.23% of portfolio
8,369
Q4 2025 Added 6.6%
$6.39B
$1.63 Million 0.22% of portfolio
30,491
Q4 2025 Added 3.43%
$224B
$1.58 Million 0.22% of portfolio
5,183
Q4 2025 Reduced 0.13%
$662B
$1.56 Million 0.21% of portfolio
3,073
Q4 2025 Added 6.19%
$971B
$1.52 Million 0.21% of portfolio
1,487
Q4 2025 Added 24.64%
$193B
$1.45 Million 0.2% of portfolio
2,650
Q4 2025 Reduced 5.73%
$413B
$1.5 Million 0.2% of portfolio
29,138
Q4 2025 Reduced 3.47%
$132B
$1.49 Million 0.2% of portfolio
6,590
Q4 2025 Added 0.72%
$306B
$1.42 Million 0.19% of portfolio
20,128
Q4 2025 Added 25.47%
$235B
$1.38 Million 0.19% of portfolio
14,842
Q4 2025 Added 2.44%
$414B
$1.33 Million 0.18% of portfolio
5,697
Q4 2025 Added 5.01%
$593B
$1.29 Million 0.18% of portfolio
5,874
Q4 2025 Added 101.03%
$268B
$1.35 Million 0.18% of portfolio
5,475
Q4 2025 Reduced 24.65%
$265B
$1.22 Million 0.17% of portfolio
1,574
Q4 2025 Added 2.88%

Summary

  • Portfolio
  • No. of Stocks 486
  • Current Value $733 Million
  • Prior Value $689 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 26, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 47 stocks
  • Additional Purchases 237 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 172 stocks
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