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
$3.51 Million 0.51% of portfolio
94,437
Q3 2025 Added 13.64%
$0
$3.37 Million 0.49% of portfolio
58,965
Q3 2025 Added 6.16%
$0
$3.27 Million 0.48% of portfolio
73,889
Q3 2025 New
$0
$3.27 Million 0.47% of portfolio
57,322
Q3 2025 Added 42.58%
$0
$3.23 Million 0.47% of portfolio
48,514
Q3 2025 Added 0.13%
$0
$3.14 Million 0.46% of portfolio
105,976
Q3 2025 Added 16.76%
$5.51B
$3.17 Million 0.46% of portfolio
163,725
Q3 2025 Added 6.62%
$0
$3.2 Million 0.46% of portfolio
175,633
Q3 2025 Added 1.7%
$0
$3.14 Million 0.46% of portfolio
35,102
Q3 2025 Added 30.2%
$0
$3.2 Million 0.46% of portfolio
114,803
Q3 2025 Added 6.65%
$172B
$3.07 Million 0.45% of portfolio
69,793
Q3 2025 Added 39.06%
$2.37B
$3.02 Million 0.44% of portfolio
220,750
Q3 2025 Added 2.92%
$0
$3.04 Million 0.44% of portfolio
40,831
Q3 2025 Added 15.7%
$893M
$3.01 Million 0.44% of portfolio
270,816
Q3 2025 Added 5.44%
$0
$2.72 Million 0.4% of portfolio
85,373
Q3 2025 Added 0.12%
$533B
$2.73 Million 0.4% of portfolio
8,006
Q3 2025 Added 27.0%
$404B
$2.52 Million 0.37% of portfolio
2,720
Q3 2025 Added 27.16%
$0
$2.58 Million 0.37% of portfolio
4,290
Q3 2025 Reduced 6.09%
$0
$2.54 Million 0.37% of portfolio
30,556
Q3 2025 Added 33.8%
$0
$2.52 Million 0.37% of portfolio
56,466
Q3 2025 Added 21.67%
$0
$2.37 Million 0.34% of portfolio
3,558
Q3 2025 Added 32.91%
$0
$2.25 Million 0.33% of portfolio
7,982
Q3 2025 Reduced 3.33%
$303B
$2.27 Million 0.33% of portfolio
14,626
Q3 2025 Added 127.18%
$0
$2.3 Million 0.33% of portfolio
60,402
Q3 2025 Added 26.42%
$0
$2.24 Million 0.32% of portfolio
32,570
Q3 2025 Added 64.77%
$0
$2.18 Million 0.32% of portfolio
90,997
Q3 2025 Added 24.29%
$0
$2.15 Million 0.31% of portfolio
105,431
Q3 2025 Added 14.26%
$0
$2.14 Million 0.31% of portfolio
43,368
Q3 2025 Added 11.38%
$0
$2.09 Million 0.3% of portfolio
57,475
Q3 2025 Added 3.6%
$0
$2.09 Million 0.3% of portfolio
10,143
Q3 2025 Added 8.15%
$0
$2.07 Million 0.3% of portfolio
38,207
Q3 2025 Reduced 4.94%
$0
$2.03 Million 0.29% of portfolio
40,596
Q3 2025 Added 4.47%
$0
$1.97 Million 0.29% of portfolio
5,990
Q3 2025 Added 21.85%
$237B
$2.03 Million 0.29% of portfolio
12,536
Q3 2025 Added 20.11%
$70.2B
$2.03 Million 0.29% of portfolio
64,969
Q3 2025 Added 0.27%
$0
$1.97 Million 0.29% of portfolio
22,593
Q3 2025 Added 6.24%
$0
$1.91 Million 0.28% of portfolio
69,931
Q3 2025 Added 6.88%
$104B
$1.96 Million 0.28% of portfolio
29,734
Q3 2025 Added 14.19%
$0
$1.95 Million 0.28% of portfolio
23,580
Q3 2025 Added 30.17%
$266B
$1.91 Million 0.28% of portfolio
6,782
Q3 2025 Added 45.41%
$1.74T
$1.84 Million 0.27% of portfolio
7,540
Q3 2025 Added 21.3%
$0
$1.77 Million 0.26% of portfolio
19,854
Q3 2025 Added 385.07%
$0
$1.8 Million 0.26% of portfolio
22,469
Q3 2025 Added 1.61%
$6.39B
$1.76 Million 0.26% of portfolio
29,480
Q3 2025 Reduced 1.84%
$2.64B
$1.77 Million 0.26% of portfolio
78,365
Q3 2025 New
$0
$1.64 Million 0.24% of portfolio
60,797
Q3 2025 Added 7.15%
$0
$1.68 Million 0.24% of portfolio
16,719
Q3 2025 Reduced 11.99%
$0
$1.68 Million 0.24% of portfolio
19,508
Q3 2025 Reduced 6.62%
$413B
$1.56 Million 0.23% of portfolio
30,184
Q3 2025 Added 18.85%

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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