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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.02 Million 0.15% of portfolio
24,404
Q3 2025 Added 16.33%
$306B
$1.06 Million 0.15% of portfolio
16,042
Q3 2025 Added 41.28%
$0
$1.01 Million 0.15% of portfolio
12,421
Q3 2025 Added 7.49%
$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%
$0
$995,000 0.14% of portfolio
19,046
Q3 2025 New
$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
$870,000 0.13% of portfolio
2,000
Q3 2025 Added 1.83%
$0
$889,000 0.13% of portfolio
143,544
Q3 2025 Added 1.27%
$0
$872,000 0.13% of portfolio
1,168
Q3 2025 Added 0.43%
$61.4B
$906,000 0.13% of portfolio
2,188
Q3 2025 Added 6.37%
$61.6B
$871,000 0.13% of portfolio
30,784
Q3 2025 Added 44.26%
$197B
$924,000 0.13% of portfolio
4,516
Q3 2025 Added 111.62%
$0
$926,000 0.13% of portfolio
6,135
Q3 2025 Added 8.93%
$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%
$0
$895,000 0.13% of portfolio
7,143
Q3 2025 Reduced 0.6%
$0
$851,000 0.12% of portfolio
23,812
Q3 2025 Added 12.62%
$84B
$861,000 0.12% of portfolio
4,481
Q3 2025 Added 5.44%
$0
$832,000 0.12% of portfolio
2,068
Q3 2025 Added 84.64%
$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%
$0
$801,000 0.12% of portfolio
8,423
Q3 2025 Reduced 0.82%
$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%
$0
$811,000 0.12% of portfolio
6,733
Q3 2025 New
$0
$817,000 0.12% of portfolio
32,465
Q3 2025 Reduced 3.35%
$102B
$861,000 0.12% of portfolio
6,017
Q3 2025 New
$0
$750,000 0.11% of portfolio
4,298
Q3 2025 Added 31.64%
$0
$768,000 0.11% of portfolio
13,367
Q3 2025 Reduced 1.19%
$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%
$0
$724,000 0.11% of portfolio
14,301
Q3 2025 Reduced 7.06%
$0
$743,000 0.11% of portfolio
7,810
Q3 2025 Added 10.06%
$0
$738,000 0.11% of portfolio
19,095
Q3 2025 Added 20.44%
$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
$0
$712,000 0.1% of portfolio
9,369
Q3 2025 Added 11.02%
$0
$668,000 0.1% of portfolio
5,312
Q3 2025 Added 37.76%

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
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