United Advisor Group, LLC Portfolio Holdings

United Advisor Group, LLC

  • $476 Million
  • Q4 2024

United Advisor Group, LLC has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $476 Million distributed in 363 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.3M, Nvidia Corp with a value of $16.3M, Amazon Com Inc with a value of $13M, Wisdomtree Tr Us Quality Divid with a value of $11.7M, and Microsoft Corp with a value of $11M.

Examining the 13F form we can see an increase of $53.8M in the current position value, from $422M to 476M.

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 $476 Million
ETFs: $237 Million
Technology: $72.7 Million
Financial Services: $49.3 Million
Consumer Cyclical: $26.5 Million
Communication Services: $19.8 Million
Industrials: $16.8 Million
Consumer Defensive: $14.9 Million
Healthcare: $11.9 Million
Other: $18.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.17%
Exchange Listed Fds Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Blackrock ETF Trust
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 40.96%
Ea Series Trust
-
$0 0.0% of portfolio
-
Q4 2024 Added 54.28%
Capital Grp Fixed Incm ETF T
-
$0 0.0% of portfolio
-
Q4 2024 New
Capital Group Core Balanced
-
$0 0.0% of portfolio
-
Q4 2024 New
Direxion Shs ETF Tr
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 15.79%
ETF Opportunities Trust
-
$0 0.0% of portfolio
-
Q4 2024 New
Sei Exchange Traded Funds
-
$0 0.0% of portfolio
-
Q4 2024 New
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 363
  • Current Value $476 Million
  • Prior Value $422 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 61 stocks
  • Additional Purchases 175 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 122 stocks
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