United Advisor Group, LLC
CIK: 0002004873SEC EDGAR →
Portfolio Value
$802.2B
Holdings
475
As of
Q4 2025
New Positions
86
Closed Positions
18
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 142,232 | $26.5B | 3.31% |
| 2 | APPLE INC | 87,440 | $23.8B | 2.96% |
| 3 | AMZNCall AMAZON COM INC | 81,257 | $18.8B | 2.34% |
| 4 | PALANTIR TECHNOLOGIES INC | 94,909 | $16.9B | 2.10% |
| 5 | EA SERIES TRUST | 365,911 | $16.1B | 2.01% |
| 6 | MICROSOFT CORP | 32,669 | $15.8B | 1.97% |
| 7 | ETF SER SOLUTIONS | 342,673 | $15.0B | 1.87% |
| 8 | DHRCall DANAHER CORPORATION | 60,800 | $13.9B | 1.73% |
| 9 | WISDOMTREE TR | 138,241 | $12.4B | 1.54% |
| 10 | FIRST TR EXCHANGE TRADED FD | 168,325 | $11.7B | 1.46% |
Quarterly Changes
New Positions (63)
$18.8B · 81K shares
$13.9B · 61K shares
$4.9B · 296K shares
$3.0B · 116K shares
$1.9B · 325K shares
$1.6B · 12K shares
$1.5B · 15K shares
$1.5B · 17K shares
$1.4B · 20K shares
$1.3B · 6K shares
$1.3B · 4K shares
$1.2B · 23K shares
$1.1B · 2K shares
$1.1B · 48K shares
$992.0M · 11K shares
$991.0M · 94K shares
$961.0M · 4K shares
$898.0M · 14K shares
$864.0M · 7K shares
$814.0M · 12K shares
$790.0M · 14K shares
$610.0M · 12K shares
$572.0M · 38K shares
$512.0M · 100K shares
$448.0M · 5K shares
$412.0M · 6K shares
$403.0M · 3K shares
$396.0M · 11K shares
$376.0M · 4K shares
$367.0M · 6K shares
$367.0M · 2K shares
$338.0M · 2K shares
$313.0M · 4K shares
$301.0M · 7K shares
$295.0M · 11K shares
$288.0M · 9K shares
$282.0M · 6K shares
$280.0M · 2K shares
$275.0M · 1K shares
$260.0M · 4K shares
$258.0M · 7K shares
$245.0M · 4K shares
$240.0M · 2K shares
$239.0M · 2K shares
$238.0M · 9K shares
$234.0M · 3K shares
$225.0M · 54K shares
$220.0M · 5K shares
$219.0M · 2K shares
$212.0M · 3K shares
$211.0M · 453 shares
$208.0M · 3K shares
$207.0M · 2K shares
$207.0M · 3K shares
$205.0M · 3K shares
$203.0M · 4K shares
$188.0M · 13K shares
$167.0M · 13K shares
$166.0M · 85K shares
$153.0M · 17K shares
$39.0M · 5K shares
$5.0M · 200 shares
$1.0M · 600 shares
Closed Positions (38)
$15.4B · 70K shares
$4.1B · 12K shares
$2.0B · 30K shares
$1.4B · 78K shares
$1.3B · 4K shares
$1.3B · 25K shares
$1.3B · 1K shares
$754.4M · 11K shares
$543.4M · 6K shares
$510.2M · 5K shares
$492.2M · 8K shares
$419.5M · 8K shares
$417.8M · 5K shares
$407.0M · 24K shares
$374.7M · 57K shares
$349.3M · 12K shares
$344.2M · 25K shares
$326.9M · 6K shares
$321.6M · 6K shares
$313.1M · 10K shares
$308.0M · 21K shares
$301.7M · 7K shares
$268.4M · 10K shares
$267.8M · 8K shares
$262.1M · 4K shares
$250.7M · 1K shares
$245.5M · 4K shares
$243.0M · 1K shares
$241.9M · 4K shares
$227.8M · 7K shares
$219.3M · 3K shares
$214.1M · 906 shares
$208.9M · 17K shares
$207.3M · 9K shares
$207.2M · 6K shares
$149.5M · 64K shares
$101.6M · 25K shares
$7.2M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 282 | $486.6B | 60.7% |
| Technology | 47 | $123.1B | 15.4% |
| Consumer Cyclical | 17 | $35.2B | 4.4% |
| Healthcare | 24 | $32.3B | 4.0% |
| Communication Services | 12 | $28.0B | 3.5% |
| Unknown | 23 | $27.8B | 3.5% |
| Energy | 16 | $20.3B | 2.5% |
| Industrials | 25 | $19.2B | 2.4% |
| Consumer Defensive | 11 | $15.8B | 2.0% |
| Real Estate | 7 | $8.0B | 1.0% |
| Utilities | 6 | $3.0B | 0.4% |
| Basic Materials | 5 | $2.8B | 0.3% |