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CIK: 0002004873
Total reported value
$947.7M
$947.7M
475 檔
10.8%
In Q4 2025, United Advisor Group, LLC's U.S. equity holdings reached a combined market value of $947.7M, distributed across 475 disclosed stock positions.
In Q4 2025, United Advisor Group, LLC displayed an active expansion posture, initiating 47 new positions and adding to 71 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 475 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.31% | -0.07% | -3.46% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 2.96% | -0.06% | -1.89% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.34% | -0.02% | +16.21% | |
| 4 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 2.10% | -0.55% | -3.19% | |
| 5 | STXF | Strive 500 ETF | ETF-Other | 2.01% | +0.03% | +3.08% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | +0.01% | +4.03% | |
| 7 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.87% | -0.04% | +1.35% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 1.73% | — | — | |
| 9 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 1.54% | -0.09% | +4.14% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-Other | 1.46% | +0.07% | +9.18% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.43% | +0.05% | -4.56% | |
| 12 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 1.33% | -0.07% | +3.36% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.30% | -0.03% | -0.17% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.22% | +0.07% | +1.97% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.18% | -0.05% | +4.93% | |
| 16 | TDVG | T Rowe Price Dividend Growth | ETF-Other | 1.12% | -0.06% | +3.19% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.03% | +0.07% | +1.80% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.02% | — | -20.11% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.00% | -0.13% | +8.20% | |
| 20 | DRSK | Aptus Defined Risk ETF | ETF-Other | 0.99% | -0.05% | +2.60% | |
| 21 | MSMR | M/s Managed Risk ETF | ETF-Other | 0.94% | -0.08% | +3.28% | |
| 22 | DON | Wisdomtree US Midcap Dividen | ETF-Other | 0.92% | -0.07% | -3.24% | |
| 23 | DFAI | Dimensional International Co | ETF-Other | 0.88% | -0.06% | +1.47% | |
| 24 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | -0.06% | +2.75% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.01% | +1.23% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.79% | -0.04% | +16.31% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | -0.01% | -16.67% | |
| 28 | DGRS | Wisdomtree U.s. Smallcap Qua | ETF-Other | 0.75% | -0.01% | +15.83% | |
| 29 | KHPI | Kensington Hedged Prm In ETF | ETF-Other | 0.74% | -0.08% | +0.00% | |
| 30 | VTV | Vanguard Value ETF | ETF-Other | 0.71% | -0.03% | -12.75% | |
| 31 | FYLD | Cambria Foreign Shareholder | ETF-Other | 0.69% | -0.09% | +9.42% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.84% | EXIT | |
| 33 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.04% | +0.18% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.61% | -0.12% | -17.35% | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.61% | -0.01% | +1148.63% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.60% | +0.09% | +12.95% | |
| 37 | ARDC | Ares Dynamic Credit All | Stock-Other | 0.58% | -0.07% | -0.53% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.56% | -0.07% | -0.26% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.01% | +3.08% | |
| 40 | CGXU | Cap Group Intl Focus | ETF-Other | 0.56% | +0.01% | +10.56% | |
| 41 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | — | +4.08% | |
| 42 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 0.55% | -0.06% | +5.01% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.12% | +5.26% | |
| 44 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 0.55% | -0.01% | +4.75% | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.53% | +0.37% | -10.61% | |
| 46 | DPG | Duff & Phelps Utility & Inc | Stock-Other | 0.53% | -0.15% | -4.72% | |
| 47 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.53% | -0.03% | +88.19% | |
| 48 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 0.53% | -0.07% | +9.95% | |
| 49 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.53% | +0.23% | +11.46% | |
| 50 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 0.51% | — | +12.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | +0.6% | +1148.63% | Add |
| 2 | AMZN | Amazon.com Inc | +0.3% | +16.21% | Add |
| 3 | SYLD | Cambria Shareholder Yield Et | +0.2% | +88.19% | Add |
| 4 | BAI | Ishrs Ai In And Tech Act ETF | +0.2% | +422.52% | Add |
| 5 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +246.16% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.56% | Trim |
| 7 | IWM | Ishares Russell 2000 ETF | +0.2% | +276.34% | Add |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +71.69% | Add |
| 9 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +100.63% | Add |
| 10 | UPS | United Parcel Service-cl B | +0.1% | +2.75% | Add |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +16.31% | Add |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | +11.46% | Add |
| 13 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +42.35% | Add |
| 14 | LLY | Eli Lilly & Co | +0.1% | +24.64% | Add |
| 15 | PFE | Pfizer Inc | +0.1% | +49.28% | Add |
| 16 | THRO | Ishares U.s. Thematic Rotati | +0.1% | +100.80% | Add |
| 17 | NEM | Newmont CORP | +0.1% | +52.50% | Add |
| 18 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.1% | +160.15% | Add |
| 19 | RDVY | First Trust Rising Dividend | +0.1% | +9.18% | Add |
| 20 | BND | Vanguard Total Bond Market | +0.1% | +24.15% | Add |
| 21 | SDVY | First Trust Smid Cap Rising | +0.1% | +28.85% | Add |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +37.58% | Add |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +1.74% | Add |
| 24 | AVGO | Broadcom Inc | +0.1% | +30.83% | Add |
| 25 | EMMF | Wisdomtree Emerging Markets | +0.1% | +149.32% | Add |
| 26 | DGRS | Wisdomtree U.s. Smallcap Qua | 0% | +15.83% | Add |
| 27 | FYLD | Cambria Foreign Shareholder | 0% | +9.42% | Add |
| 28 | AMD | Advanced Micro Devices | 0% | -10.61% | Trim |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +12.95% | Add |
| 30 | EYLD | Cambria Emerg Shrhldr Yield | 0% | +12.89% | Add |
| 31 | USMF | Wisdomtree US Multifactor Fu | 0% | +41.49% | Add |
| 32 | KO | Coca-cola Co/the | 0% | +25.47% | Add |
| 33 | SCHF | Schwab Intl Equity ETF | 0% | +40.43% | Add |
| 34 | WMT | Walmart Inc | 0% | +5.26% | Add |
| 35 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +19.60% | Add |
| 36 | SCHM | Schwab US Mid Cap ETF | 0% | +13.39% | Add |
| 37 | BNDX | Vanguard Total Intl Bond ETF | 0% | +20.79% | Add |
| 38 | MU | Micron Technology Inc | 0% | -24.65% | Trim |
| 39 | MRK | Merck & Co. Inc. | 0% | +2.44% | Add |
| 40 | ORCL | Oracle CORP | 0% | +101.03% | Add |
| 41 | TOUS | T Rowe Prc International Eq | 0% | +30.45% | Add |
| 42 | SCHO | Schwab Short-term US Treas | 0% | +21.23% | Add |
| 43 | CPRT | Copart Inc | 0% | +75.57% | Add |
| 44 | CGCP | Cap Group Core Plus Income | 0% | +26.51% | Add |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +26.55% | Add |
| 46 | AFL | Aflac Inc | 0% | +104.82% | Add |
| 47 | TEVA | Teva Pharmaceutical-sp Adr | 0% | +9.32% | Add |
| 48 | SCHA | Schwab US Small-cap ETF | 0% | +9.24% | Add |
| 49 | SGOV | Ishares 0-3 Month Treasury B | 0% | +21.16% | Add |
| 50 | JNJ | Johnson & Johnson | 0% | +10.77% | 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 475 disclosed positions in Q4 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, AMZN) accounted for 10.8% of total reported equity market value during Q4 2025.
Top New Position Initiated
DHR
市值: $13.9M
Top Position Liquidated / Trimmed
SCHW
前期市值: $543.4K
During Q4 2025, United Advisor Group, LLC's top holdings by market value included NVDA (3.3%)、AAPL (3.0%)、AMZN (2.3%). The largest single position, NVDA, represented 3.3% of total portfolio value.
In Q4 2025, United Advisor Group, LLC made 199 total portfolio adjustments, initiating 47 new buys, adding to 71 positions, trimming 56 holdings, and fully liquidating 25 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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