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CIK: 0002004873
Total reported value
$947.7M
$947.7M
346 檔
7.1%
In Q1 2025, United Advisor Group, LLC's U.S. equity holdings reached a combined market value of $947.7M, distributed across 346 disclosed stock positions.
During Q1 2025, United Advisor Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 346 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.29% | +0.07% | +177.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.06% | -5.13% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.62% | -0.07% | -3.11% | |
| 4 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.53% | -0.09% | +7.02% | |
| 5 | ACIO | Aptus Collared Invest Opp | ETF-Other | 2.29% | -0.04% | +6.71% | |
| 6 | STXF | Strive 500 ETF | ETF-Other | 2.14% | +0.03% | +10.48% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.83% | -0.02% | -21.10% | |
| 8 | RDVY | First Trust Rising Dividend | ETF-Other | 1.80% | +0.07% | +7.35% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.78% | +0.01% | -11.17% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.77% | -0.07% | +5.51% | |
| 11 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.61% | -0.06% | +3.71% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.50% | -0.55% | -11.76% | |
| 13 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.46% | -0.07% | +4.17% | |
| 14 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.43% | -0.06% | +2.83% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.37% | -0.05% | +9.13% | |
| 16 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.28% | -0.05% | +4.64% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.18% | -0.12% | -4.67% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | +0.07% | +11.36% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.15% | -0.84% | EXIT | |
| 20 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.13% | -0.04% | +2.26% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | -0.01% | +12.64% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 1.02% | -0.06% | +2.73% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.97% | -0.03% | +4.79% | |
| 24 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.96% | -0.07% | +2.91% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.92% | -0.06% | +10.91% | |
| 26 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.87% | -0.08% | +11.73% | |
| 27 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 0.87% | -0.15% | +0.26% | |
| 28 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.85% | -0.01% | +7.92% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.01% | -9.64% | |
| 30 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.78% | -0.03% | +5.32% | |
| 31 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.77% | -0.09% | +6.48% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.05% | +22.80% | |
| 33 | VTV | Vanguard Value ETF | ETF-Other | 0.73% | -0.03% | +10.27% | |
| 34 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.70% | -0.03% | +7.66% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.68% | -0.02% | +7.91% | |
| 36 | MFIC | Midcap Financial Investment | Stock-Other | 0.68% | -0.09% | +3.42% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.67% | — | +1.55% | |
| 38 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 0.65% | -0.01% | +5.23% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.13% | -40.27% | |
| 40 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.64% | -0.05% | +1.90% | |
| 41 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.63% | -0.05% | +7.34% | |
| 42 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.61% | -0.06% | +3.90% | |
| 43 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.61% | -0.06% | +3.94% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.55% | +0.14% | +92.55% | |
| 45 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.54% | -0.03% | +4.70% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | — | +21.38% | |
| 47 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.53% | -0.01% | +16.93% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.53% | -0.07% | +2.35% | |
| 49 | IHDG | Wisdomtree International Hed | ETF-Other | 0.52% | -0.02% | +6.99% | |
| 50 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.52% | — | +6.42% |
According to official SEC Form 13F filings, United Advisor Group, LLC reported a total U.S. public equity portfolio value of $947.7M across 346 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including QQQM, AAPL, NVDA) accounted for 7.1% of total reported equity market value during Q1 2025.
During Q1 2025, United Advisor Group, LLC's top holdings by market value included QQQM (3.3%)、AAPL (3.0%)、NVDA (2.6%). The largest single position, QQQM, represented 3.3% of total portfolio value.
In Q1 2025, United Advisor Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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