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CIK: 0002004873
Total reported value
$947.7M
$947.7M
381 檔
7.7%
During the Q2 2025 filing period, United Advisor Group, LLC (CIK: 0002004873) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $947.7M across 381 reported positions.
During Q2 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 381 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | -0.07% | +6.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.49% | -0.06% | +7.25% | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 2.30% | -0.09% | +3.02% | |
| 4 | STXF | Strive 500 ETF | ETF-Other | 2.22% | +0.03% | +11.07% | |
| 5 | ACIO | Aptus Collared Invest Opp | ETF-Other | 2.19% | -0.04% | +6.07% | |
| 6 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.13% | -0.55% | +4.25% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | +0.01% | +5.76% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | -0.02% | +3.63% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.60% | +0.07% | -1.21% | |
| 10 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.54% | -0.07% | -0.37% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.44% | +0.07% | +24.99% | |
| 12 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.36% | -0.06% | -4.99% | |
| 13 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.33% | -0.05% | +10.94% | |
| 14 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.26% | -0.07% | +0.85% | |
| 15 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.21% | -0.05% | +6.78% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.20% | -0.03% | +32.41% | |
| 17 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.12% | -0.06% | +1.77% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.01% | -0.12% | +1.46% | |
| 19 | MSMR | M/s Managed Risk ETF | ETF-Other | 0.98% | -0.08% | +198.91% | |
| 20 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.96% | -0.04% | +1.69% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | -0.01% | -3.94% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.94% | -0.03% | +48.29% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.01% | +6.96% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.90% | -0.84% | EXIT | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.89% | -0.04% | +113.56% | |
| 26 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.83% | -0.07% | +1.64% | |
| 27 | DFAI | Dimensional International Co | ETF-Other | 0.82% | -0.06% | -14.28% | |
| 28 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.81% | -0.08% | +5.06% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.76% | — | +10.19% | |
| 30 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 0.74% | -0.15% | -0.23% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.74% | -0.06% | -5.20% | |
| 32 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.73% | -0.01% | +1.56% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.72% | — | +53.39% | |
| 34 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.72% | -0.09% | +2.00% | |
| 35 | VUG | Vanguard Growth ETF | ETF-Other | 0.71% | +0.04% | +47.32% | |
| 36 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.70% | +0.07% | -78.61% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.70% | -0.13% | -1.21% | |
| 38 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.66% | -0.03% | -0.56% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | -0.01% | +308.67% | |
| 40 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.61% | -0.01% | +27.76% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.61% | -0.02% | -1.08% | |
| 42 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.59% | -0.07% | +379.11% | |
| 43 | MFIC | Midcap Financial Investment | Stock-Other | 0.56% | -0.09% | +0.24% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.12% | +15.72% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.05% | -6.10% | |
| 46 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-Other | 0.54% | -0.01% | -0.18% | |
| 47 | GBDC | Golub Capital Bdc Inc | Stock-Financials | 0.54% | -0.05% | +4.38% | |
| 48 | OCSL | Oaktree Specialty Lending Co | Stock-Other | 0.54% | -0.03% | +3.22% | |
| 49 | DGRE | Wisdomtree Emerging Markets | ETF-Emerging Markets | 0.54% | — | +10.53% | |
| 50 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.53% | -0.06% | +2.65% |
According to official SEC Form 13F filings, United Advisor Group, LLC reported a total U.S. public equity portfolio value of $947.7M across 381 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, DGRW) accounted for 7.7% of total reported equity market value during Q2 2025.
During Q2 2025, United Advisor Group, LLC's top holdings by market value included NVDA (3.4%)、AAPL (2.5%)、DGRW (2.3%). The largest single position, NVDA, represented 3.4% of total portfolio value.
In Q2 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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