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
$265B
$1.22 Million 0.18% of portfolio
1,530
Q3 2025 Added 20.85%
$181B
$1.26 Million 0.18% of portfolio
44,686
Q3 2025 Added 19.62%
$414B
$1.26 Million 0.18% of portfolio
5,425
Q3 2025 Added 74.55%
$0
$1.08 Million 0.16% of portfolio
78,434
Q2 2025 Added 2.73%
$26.1B
$1.1 Million 0.16% of portfolio
6,983
Q3 2025 Added 0.92%
$897M
$1.06 Million 0.15% of portfolio
74,036
Q3 2025 Reduced 1.51%
$319B
$1.03 Million 0.15% of portfolio
15,083
Q3 2025 Added 154.09%
$306B
$1.06 Million 0.15% of portfolio
16,042
Q3 2025 Added 41.28%
$98.6B
$953,000 0.14% of portfolio
10,056
Q3 2025 Added 135.23%
$91.4B
$947,000 0.14% of portfolio
6,107
Q3 2025 Added 1.11%
$328B
$932,000 0.14% of portfolio
3,099
Q3 2025 Added 38.6%
$512B
$942,000 0.14% of portfolio
1,657
Q3 2025 Added 46.25%
$59.6B
$893,000 0.13% of portfolio
4,165
Q3 2025 New
$26.5B
$876,000 0.13% of portfolio
6,128
Q3 2025 Added 21.13%
$0
$889,000 0.13% of portfolio
143,544
Q3 2025 Added 1.27%
$61.4B
$906,000 0.13% of portfolio
2,188
Q3 2025 Added 6.37%
$197B
$924,000 0.13% of portfolio
4,516
Q3 2025 Added 111.62%
$258B
$906,000 0.13% of portfolio
5,420
Q3 2025 Added 35.13%
$971B
$910,000 0.13% of portfolio
1,193
Q3 2025 Added 48.01%
$99.5B
$884,000 0.13% of portfolio
19,620
Q3 2025 Added 49.3%
$84B
$861,000 0.12% of portfolio
4,481
Q3 2025 Added 5.44%
$51.1B
$854,000 0.12% of portfolio
9,516
Q1 2025 New
$405B
$839,000 0.12% of portfolio
867
Q3 2025 Added 2.0%
$140B
$843,000 0.12% of portfolio
3,358
Q3 2025 Added 13.68%
$593B
$821,000 0.12% of portfolio
2,922
Q3 2025 Reduced 16.56%
$193B
$822,000 0.12% of portfolio
7,183
Q3 2025 Reduced 11.21%
$102B
$861,000 0.12% of portfolio
6,017
Q3 2025 New
$123B
$787,000 0.11% of portfolio
1,577
Q3 2025 Added 19.2%
$86.7B
$756,000 0.11% of portfolio
1,242
Q3 2025 Added 10.5%
$170B
$766,000 0.11% of portfolio
5,304
Q3 2025 New
$71.6B
$754,000 0.11% of portfolio
11,249
Q3 2025 Added 239.34%
$34.9B
$775,000 0.11% of portfolio
3,257
Q3 2025 Added 8.28%
$69.1B
$770,000 0.11% of portfolio
9,143
Q3 2025 Reduced 4.75%
$291B
$761,000 0.11% of portfolio
1,596
Q3 2025 Added 75.77%
$68.9B
$658,000 0.1% of portfolio
2,793
Q3 2025 Reduced 2.75%
$79.1B
$661,000 0.1% of portfolio
3,702
Q3 2025 New
$30.3B
$701,000 0.1% of portfolio
12,251
Q3 2025 New
$151B
$686,000 0.1% of portfolio
1,945
Q3 2025 Reduced 1.87%
$41.4B
$660,000 0.1% of portfolio
7,360
Q3 2025 Reduced 2.45%
$59.8B
$601,000 0.09% of portfolio
3,205
Q3 2025 Added 1.17%
$161B
$614,000 0.09% of portfolio
570
Q3 2025 Reduced 15.68%
$55.6B
$614,000 0.09% of portfolio
4,200
Q3 2025 Added 6.11%
$204B
$586,000 0.09% of portfolio
4,174
Q3 2025 Added 14.07%
$79.6B
$602,000 0.09% of portfolio
4,872
Q3 2025 New
$47.7B
$650,000 0.09% of portfolio
1,305
Q3 2025 Added 9.85%
$19B
$611,000 0.09% of portfolio
2,978
Q3 2025 Added 1.78%
$98.1B
$653,000 0.09% of portfolio
3,825
Q3 2025 Added 0.82%
$1.46T
$549,000 0.08% of portfolio
1,967
Q3 2025 Added 14.63%
$167B
$543,000 0.08% of portfolio
5,692
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
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