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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.37B
$2.98 Million 0.41% of portfolio
215,135
Q4 2025 Reduced 2.54%
$5.51B
$2.88 Million 0.39% of portfolio
161,328
Q4 2025 Reduced 1.46%
$5.11B
$2.64 Million 0.36% of portfolio
325,000
Q4 2025 New
$6.39B
$1.63 Million 0.22% of portfolio
30,491
Q4 2025 Added 3.43%
$9.78B
$856,000 0.12% of portfolio
20,854
Q4 2025 Added 75.57%
$6.2B
$479,000 0.07% of portfolio
4,849
Q4 2025 Reduced 1.24%
$6.49B
$496,000 0.07% of portfolio
1,139
Q4 2025 Added 6.85%
$4.4B
$424,000 0.06% of portfolio
8,093
Q2 2025 Added 8.21%
$4.41B
$368,000 0.05% of portfolio
13,807
Q4 2025 Reduced 3.89%
$5.27B
$278,000 0.04% of portfolio
20,780
Q4 2025 Reduced 24.2%
$2.64B
$324,000 0.04% of portfolio
14,365
Q4 2025 Reduced 81.67%
$4.4B
$312,000 0.04% of portfolio
5,350
Q4 2025 Reduced 31.22%
$2.82B
$291,000 0.04% of portfolio
33,333
Q4 2025 Reduced 0.87%
$5.53B
$149,000 0.02% of portfolio
13,952
Q4 2025 Added 35.06%

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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