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CIK: 0002004873
Total reported value
$947.7M
$947.7M
450 檔
10.5%
At the close of Q3 2025, United Advisor Group, LLC disclosed equity holdings valued at approximately $947.7M, spread across 450 reported holdings.
In Q3 2025, United Advisor Group, LLC displayed an active expansion posture, initiating 61 new positions and adding to 117 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 450 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.70% | -0.07% | +17.21% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.05% | -0.06% | +26.97% | |
| 3 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.41% | -0.55% | +8.72% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.19% | +0.01% | +28.66% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.07% | -0.02% | +43.98% | |
| 6 | STXF | Strive 500 ETF | ETF-Other | 2.06% | +0.03% | +10.54% | |
| 7 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.98% | -0.04% | +10.32% | |
| 8 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.59% | -0.09% | -16.53% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-Other | 1.40% | +0.07% | +4.35% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.37% | -0.03% | +36.12% | |
| 11 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.37% | -0.07% | +8.00% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.36% | — | +63.72% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.27% | +0.07% | +3.08% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.05% | +126.83% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.25% | -0.05% | +13.75% | |
| 16 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.14% | -0.06% | +4.18% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.11% | -0.13% | +106.06% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.07% | +0.07% | +80.52% | |
| 19 | DRSK | Aptus Defined Risk ETF | ETF-Other | 1.05% | -0.05% | +11.16% | |
| 20 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 1.04% | -0.07% | +1.58% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | -0.01% | +20.80% | |
| 22 | MSMR | M/s Managed Risk ETF | ETF-Other | 0.95% | -0.08% | +14.11% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.89% | -0.06% | +34.12% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.89% | -0.01% | +16.49% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.86% | -0.03% | +10.91% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.80% | -0.12% | +1.58% | |
| 27 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.79% | -0.08% | +23.79% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.76% | -0.06% | +4.42% | |
| 29 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.71% | -0.01% | +15.60% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.04% | -3.06% | |
| 31 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.67% | -0.07% | +4.63% | |
| 32 | VUG | Vanguard Growth ETF | ETF-Other | 0.65% | +0.04% | +7.68% | |
| 33 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.65% | -0.09% | +9.36% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.84% | EXIT | |
| 35 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 0.61% | -0.15% | +2.40% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.61% | -0.07% | +64.01% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | -0.01% | +6.03% | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.57% | -0.04% | — | |
| 39 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.57% | -0.06% | -1.79% | |
| 40 | FSK | Fs Kkr Capital CORP | Stock-Financials | 0.56% | -0.04% | +4.33% | |
| 41 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.56% | -0.01% | +12.74% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.56% | +0.09% | +96.28% | |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.56% | — | -5.05% | |
| 44 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.55% | -0.02% | — | |
| 45 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.55% | -0.03% | +1.18% | |
| 46 | CGXU | Cap Group Intl Focus | ETF-Other | 0.55% | +0.01% | +21.45% | |
| 47 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.52% | -0.07% | +11.25% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.05% | +26.57% | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.52% | -0.12% | +13.16% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.51% | +0.03% | +29.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +17.21% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.9% | +8.72% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | +126.83% | Add |
| 4 | TSLA | Tesla Inc | +0.7% | +63.72% | Add |
| 5 | MSMR | M/s Managed Risk ETF | +0.6% | +14.11% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +106.06% | Add |
| 7 | AMD | Advanced Micro Devices | +0.4% | +554.42% | Add |
| 8 | MSFT | Microsoft CORP | +0.4% | +28.66% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.4% | +6.03% | Add |
| 10 | SCHX | Schwab US Large-cap ETF | +0.4% | +36.12% | Add |
| 11 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.4% | +11.25% | Add |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.3% | -3.06% | Add |
| 13 | AMZN | Amazon.com Inc | +0.2% | +43.98% | Add |
| 14 | TCAF | T Rowe Prc Cap Appreciation | +0.2% | +127.54% | Add |
| 15 | CGXU | Cap Group Intl Focus | +0.2% | +21.45% | Add |
| 16 | SCHG | Schwab US Large-cap Growth | +0.2% | +0.12% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.2% | +7.68% | Add |
| 18 | SCHA | Schwab US Small-cap ETF | +0.2% | +6.65% | Add |
| 19 | PFE | Pfizer Inc | +0.2% | +297.89% | Add |
| 20 | VTV | Vanguard Value ETF | +0.1% | +10.91% | Add |
| 21 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +1.61% | Add |
| 22 | SEIM | Sei Qim US Large Cap Momentu | +0.1% | +16.74% | Add |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +3.08% | Add |
| 24 | IVV | Ishares Core S&p 500 ETF | +0.1% | +96.28% | Add |
| 25 | CVX | Chevron CORP | +0.1% | +127.18% | Add |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | +21.30% | Add |
| 27 | SCHP | Schwab U.s. Tips ETF | +0.1% | +7.15% | Add |
| 28 | SEIV | Sei Qim US Large Cap Value A | +0.1% | +16.43% | Add |
| 29 | SCHM | Schwab US Mid Cap ETF | +0.1% | +16.76% | Add |
| 30 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -4.94% | Add |
| 31 | MUB | Ishares National Muni Bond E | +0.1% | +2.26% | Add |
| 32 | GLD | Spdr Gold Shares | +0.1% | +2.41% | Add |
| 33 | SUB | Ishares Short-term National | +0.1% | +8.07% | Add |
| 34 | SCHV | Schwab US Large-cap Value | +0.1% | +2.84% | Add |
| 35 | CGGR | Cap Group Growth Equity | +0.1% | +51.41% | Add |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +29.05% | Add |
| 37 | AGG | Ishares Core U.s. Aggregate | +0.1% | +64.01% | Add |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +4.47% | Add |
| 39 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +385.07% | Add |
| 40 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +0.89% | Add |
| 41 | AAPL | Apple Inc | +0.1% | +26.97% | Add |
| 42 | SYLD | Cambria Shareholder Yield Et | +0.1% | +64.77% | Add |
| 43 | CSCO | Cisco Systems Inc | +0.1% | +154.09% | Add |
| 44 | GE | General Electric | +0.1% | +38.60% | Add |
| 45 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +24.29% | Add |
| 46 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +11.38% | Add |
| 47 | RLY | Ss Multi-asset Real Ret ETF | +0.1% | +48.30% | Add |
| 48 | AVGO | Broadcom Inc | +0.1% | -26.39% | Add |
| 49 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +87.83% | Add |
| 50 | AMAT | Applied Materials Inc | +0.1% | +111.62% | Add |
According to official SEC Form 13F filings, United Advisor Group, LLC reported a total U.S. public equity portfolio value of $947.7M across 450 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, PLTR) accounted for 10.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHOP
市值: $4.2M
Top Position Liquidated / Trimmed
HCMT
前期市值: $1.7M
During Q3 2025, United Advisor Group, LLC's top holdings by market value included NVDA (3.7%)、AAPL (3.0%)、PLTR (2.4%). The largest single position, NVDA, represented 3.7% of total portfolio value.
In Q3 2025, United Advisor Group, LLC made 200 total portfolio adjustments, initiating 61 new buys, adding to 117 positions, trimming 11 holdings, and fully liquidating 11 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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