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 Market Cap. of $200 Billions or more
