United Advisor Group, LLC Portfolio Holdings

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

United Advisor Group, LLC has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $476 Million distributed in 363 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.3M, Nvidia Corp with a value of $16.3M, Amazon Com Inc with a value of $13M, Wisdomtree Tr Us Quality Divid with a value of $11.7M, and Microsoft Corp with a value of $11M.

Examining the 13F form we can see an increase of $53.8M in the current position value, from $422M to 476M.

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 $476 Million
ETFs: $237 Million
Technology: $72.7 Million
Financial Services: $49.3 Million
Consumer Cyclical: $26.5 Million
Communication Services: $19.8 Million
Industrials: $16.8 Million
Consumer Defensive: $14.9 Million
Healthcare: $11.9 Million
Other: $18.3 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$48B
$1.01 Million 0.21% of portfolio
7,470
Q4 2024 Added 7.71%
$230B
$989,000 0.21% of portfolio
3,413
Q4 2024 Added 22.86%
$434B
$946,000 0.2% of portfolio
6,547
Q4 2024 Added 17.69%
$64.1B
$910,000 0.19% of portfolio
33,242
Q4 2024 Added 53.73%
$178B
$844,000 0.18% of portfolio
1,900
Q4 2024 Reduced 7.18%
$173B
$839,000 0.18% of portfolio
5,468
Q4 2024 Added 136.81%
$415B
$836,000 0.18% of portfolio
939
Q4 2024 Added 11.92%
$63.4B
$817,000 0.17% of portfolio
2,906
Q4 2024 Reduced 15.3%
$310B
$832,000 0.17% of portfolio
13,366
Q4 2024 Added 38.52%
$951B
$807,000 0.17% of portfolio
4,238
Q4 2024 Reduced 13.65%
$81.2B
$828,000 0.17% of portfolio
6,418
Q4 2024 Reduced 0.54%
$370B
$794,000 0.17% of portfolio
4,472
Q4 2024 Added 2.05%
$186B
$819,000 0.17% of portfolio
1,431
Q4 2024 Added 2.07%
$335B
$796,000 0.17% of portfolio
18,120
Q4 2024 Reduced 7.93%
$75.5B
$829,000 0.17% of portfolio
9,723
Q4 2024 Reduced 6.37%
$202B
$790,000 0.17% of portfolio
34,700
Q4 2024 Reduced 1.91%
$101B
$743,000 0.16% of portfolio
4,055
Q4 2024 Added 30.64%
$28.4B
$712,000 0.15% of portfolio
4,347
Q4 2024 Added 62.99%
$117B
$727,000 0.15% of portfolio
1,497
Q4 2024 Added 14.98%
$77.1B
$700,000 0.15% of portfolio
4,302
Q4 2024 Reduced 3.78%
$23.5B
$670,000 0.14% of portfolio
4,666
Q3 2024 Reduced 0.17%
$253B
$643,000 0.14% of portfolio
10,877
Q4 2024 Added 9.58%
$24.4B
$669,000 0.14% of portfolio
2,696
Q4 2024 New
$145B
$685,000 0.14% of portfolio
2,779
Q4 2024 Reduced 16.22%
$37.5B
$635,000 0.13% of portfolio
2,812
Q4 2024 Added 16.68%
$94.5B
$608,000 0.13% of portfolio
7,233
Q4 2024 Reduced 0.43%
$1.39B
$632,000 0.13% of portfolio
10,486
Q4 2024 Added 10.96%
$53.9B
$615,000 0.13% of portfolio
5,630
Q4 2024 Added 2.1%
$67.8B
$639,000 0.13% of portfolio
8,328
Q4 2024 Added 0.64%
$195B
$617,000 0.13% of portfolio
5,336
Q4 2024 Added 19.86%
$268B
$638,000 0.13% of portfolio
1,911
Q4 2024 Added 11.43%
$112B
$547,000 0.12% of portfolio
6,005
Q4 2024 Reduced 42.25%
$339M
$566,000 0.12% of portfolio
61,550
Q4 2024 Added 144.44%
$0
$547,000 0.12% of portfolio
43,565
Q4 2024 Reduced 5.91%
$119B
$570,000 0.12% of portfolio
7,136
Q4 2024 Added 9.57%
$62.5B
$507,000 0.11% of portfolio
977
Q4 2024 Added 13.34%
$54.4B
$531,000 0.11% of portfolio
3,088
Q4 2024 Reduced 0.55%
$13.5B
$516,000 0.11% of portfolio
9,000
Q4 2024 Added 20.4%
$180B
$535,000 0.11% of portfolio
4,807
Q4 2024 Reduced 7.82%
$142B
$512,000 0.11% of portfolio
2,267
Q4 2024 Added 22.21%
$5.44B
$463,000 0.1% of portfolio
14,336
Q4 2024 Added 0.07%
$46.7B
$473,000 0.1% of portfolio
8,797
Q4 2024 Reduced 11.63%
$207B
$476,000 0.1% of portfolio
3,134
Q4 2024 Added 19.39%
$73.3B
$494,000 0.1% of portfolio
4,661
Q4 2024 Added 0.24%
$34.8B
$477,000 0.1% of portfolio
12,814
Q4 2024 Reduced 77.64%
$100B
$468,000 0.1% of portfolio
5,688
Q4 2024 Added 62.89%
$523B
$467,000 0.1% of portfolio
888
Q4 2024 Added 3.98%
$102B
$432,000 0.09% of portfolio
2,443
Q4 2024 Added 0.66%
$89.7B
$425,000 0.09% of portfolio
10,035
Q4 2024 Added 1.97%

Summary

  • Portfolio
  • No. of Stocks 363
  • Current Value $476 Million
  • Prior Value $422 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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