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United Advisor Group

Latest statistics and disclosures from United Advisor Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQM, AAPL, NVDA, DGRW, ACIO, and represent 13.71% of United Advisor Group's stock portfolio.
Added to shares of these 10 stocks: QQQM (+$10M), MSMR, HCMT, SGOV, MPC, STRV, HYG, DGRW, ACIO, PG.
Started 32 new stock positions in JNK, VIG, PBR, SPAB, MPWR, XTL, MINT, JGRW, SYK, NBOS.
Reduced shares in these 10 stocks: SHOP, GOOGL, AMZN, XYZ, META, NET, , AMD, TWLO, MSFT.
Sold out of its positions in AAP, BABA, ARM, BLNK, BA, CGGO, REFI, CLSK, NET, COIN.
United Advisor Group was a net seller of stock by $-3.0M.
United Advisor Group has $488M in assets under management (AUM), dropping by -3.54%.
Central Index Key (CIK): 0002004873

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Portfolio Holdings for United Advisor Group

United Advisor Group holds 346 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.3	$16M	+177%	83k	193.02	View chart
Apple (AAPL)	3.0	$15M	-5%	65k	222.13	View chart
NVIDIA Corporation (NVDA)	2.6	$13M	-3%	118k	108.38	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	2.5	$12M	+7%	154k	79.86	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	2.3	$11M	+6%	289k	38.69	View chart
Ea Series Trust Strive 500 Etf (STRV)	2.1	$10M	+10%	289k	36.06	View chart
Amazon (AMZN)	1.8	$8.9M	-21%	47k	190.26	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.8	$8.8M	+7%	150k	58.54	View chart
Microsoft Corporation (MSFT)	1.8	$8.7M	-11%	23k	375.39	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.8	$8.6M	+5%	109k	79.37	View chart
T Rowe Price Etf Price Div Grwt (TDVG)	1.6	$7.9M	+3%	195k	40.40	View chart
Palantir Technologies Cl A (PLTR)	1.5	$7.3M	-11%	87k	84.40	View chart
Wisdomtree Tr Us Midcap Divid (DON)	1.5	$7.1M	+4%	144k	49.52	View chart
United Parcel Service CL B (UPS)	1.4	$7.0M	+2%	63k	109.99	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	1.4	$6.7M	+9%	192k	34.85	View chart
Etf Ser Solutions Aptus Defined (DRSK)	1.3	$6.2M	+4%	228k	27.27	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.2	$5.7M	-4%	113k	50.63	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	1.2	$5.6M	+11%	70k	80.37	View chart
Exxon Mobil Corporation (XOM)	1.1	$5.6M		47k	118.93	View chart
Fs Kkr Capital Corp (FSK)	1.1	$5.5M	+2%	264k	20.95	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$5.2M	+12%	10k	513.91	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$5.0M	+2%	159k	31.23	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.0	$4.8M	+4%	215k	22.08	View chart
Ares Dynamic Cr Allocation (ARDC)	1.0	$4.7M	+2%	331k	14.12	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.9	$4.5M	+10%	96k	47.04	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.9	$4.2M	+11%	177k	23.96	View chart
Duff & Phelps Global (DPG)	0.9	$4.2M		346k	12.23	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.9	$4.2M	+7%	89k	46.50	View chart
JPMorgan Chase & Co. (JPM)	0.8	$4.1M	-9%	17k	245.30	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.8	$3.8M	+5%	47k	80.65	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.8	$3.7M	+6%	139k	26.93	View chart
Procter & Gamble Company (PG)	0.7	$3.6M	+22%	21k	170.42	View chart
Vanguard Index Fds Value Etf (VTV)	0.7	$3.6M	+10%	21k	172.74	View chart
Oaktree Specialty Lending Corp (OCSL)	0.7	$3.4M	+7%	222k	15.36	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$3.3M	+7%	20k	170.89	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.7	$3.3M	+3%	256k	12.86	View chart
Tesla Motors (TSLA)	0.7	$3.3M		13k	259.16	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.7	$3.2M	+5%	49k	65.59	View chart
Meta Platforms Cl A (META)	0.7	$3.2M	-40%	5.5k	576.32	View chart
Golub Capital BDC (GBDC)	0.6	$3.1M		206k	15.14	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$3.1M	+7%	175k	17.59	View chart
Starwood Property Trust (STWD)	0.6	$3.0M	+3%	150k	19.77	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.6	$3.0M	+3%	129k	22.83	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.5	$2.7M	+92%	27k	100.67	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.5	$2.6M	+4%	55k	48.31	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$2.6M	+21%	52k	51.07	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.5	$2.6M	+16%	34k	76.04	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$2.6M	+2%	26k	98.92	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.5	$2.6M	+6%	59k	43.40	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.5	$2.5M	+6%	80k	31.75	View chart
Wal-Mart Stores (WMT)	0.5	$2.5M	-14%	29k	87.79	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.5	$2.5M	+13%	102k	24.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.5M	-52%	16k	154.64	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.4M		5.2k	468.94	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.5	$2.4M		42k	57.14	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$2.4M	-8%	6.4k	370.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$2.3M	+13%	22k	104.57	View chart
Verizon Communications (VZ)	0.5	$2.2M		49k	45.36	View chart
Enterprise Products Partners (EPD)	0.5	$2.2M		65k	34.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$2.2M	-5%	3.8k	561.84	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$2.1M	+4%	3.8k	559.56	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$2.1M		42k	50.83	View chart
Visa Com Cl A (V)	0.4	$2.1M	-6%	5.9k	350.49	View chart
Ares Capital Corporation (ARCC)	0.4	$2.0M	-9%	92k	22.16	View chart
Progressive Corporation (PGR)	0.4	$2.0M	+21%	7.2k	283.01	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$2.0M	+18%	25k	82.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$2.0M	+7%	41k	48.76	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.9M	+23%	9.1k	206.49	View chart
Commerce Bancshares (CBSH)	0.4	$1.9M	-3%	30k	62.23	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.4	$1.8M	+20%	70k	26.28	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.4	$1.8M	+795%	61k	29.71	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$1.8M	+7%	24k	73.45	View chart
Direxion Shs Etf Tr Direxion Hcm (HCMT)	0.4	$1.7M	+579%	57k	30.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$1.7M	+5%	9.1k	190.58	View chart
Blackrock Etf Trust Ishares Advantag (BALI)	0.4	$1.7M	+3%	60k	28.79	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.3	$1.7M	+12%	69k	24.48	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.3	$1.6M	+2%	33k	50.00	View chart
Philip Morris International (PM)	0.3	$1.6M	-7%	10k	158.73	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$1.6M		58k	27.96	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.3	$1.5M	+6%	46k	33.50	View chart
Goldman Sachs Bdc SHS (GSBD)	0.3	$1.5M	+2%	133k	11.63	View chart
Altria (MO)	0.3	$1.5M	-4%	26k	60.02	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.3	$1.5M	+19%	37k	40.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.3	$1.5M	+8%	27k	55.09	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$1.5M	+17%	57k	26.20	View chart
Costco Wholesale Corporation (COST)	0.3	$1.5M	-31%	1.6k	945.78	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$1.4M	+14%	20k	74.08	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.3	$1.4M	+8%	47k	29.54	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.3	$1.4M	+7%	33k	42.13	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$1.4M	+9%	27k	50.85	View chart
T Rowe Price Etf Total Return Etf (TOTR)	0.3	$1.4M	+18%	33k	40.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.3M	+18%	55k	23.43	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.3	$1.3M	-2%	77k	16.60	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$1.2M	+19%	17k	71.43	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$1.2M	+20%	27k	45.65	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.2M	+3%	2.3k	532.58	View chart
Blackrock Tcp Cap Corp (TCPC)	0.2	$1.2M		151k	8.01	View chart
Intuitive Surgical Com New (ISRG)	0.2	$1.2M		2.4k	495.27	View chart
Annaly Capital Management In Com New (NLY)	0.2	$1.2M		59k	20.31	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$1.2M		37k	31.96	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.1M	+11%	15k	75.65	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.2	$1.1M	+5%	18k	63.80	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.2	$1.1M	+14%	48k	23.42	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$1.1M	+23%	23k	48.82	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.2	$1.1M	+2%	26k	43.84	View chart
McDonald's Corporation (MCD)	0.2	$1.1M	+3%	3.5k	312.35	View chart
International Business Machines (IBM)	0.2	$1.1M	-21%	4.4k	248.66	View chart
Marathon Petroleum Corp (MPC)	0.2	$1.1M	NEW	7.5k	145.69	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$1.1M	+18%	21k	52.52	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.2	$1.1M	+3%	24k	44.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$1.1M	+27%	16k	65.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.0M	-20%	3.8k	274.88	View chart
Gladstone Investment Corporation (GAIN)	0.2	$1.0M		76k	13.36	View chart
Cincinnati Financial Corporation (CINF)	0.2	$1.0M	+47%	6.9k	147.72	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.2	$1.0M	+15%	9.1k	111.49	View chart
At&t (T)	0.2	$1.0M	+2%	36k	28.28	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.0M		21k	47.58	View chart
UnitedHealth (UNH)	0.2	$981k	-11%	1.9k	523.86	View chart
Johnson & Johnson (JNJ)	0.2	$977k	-10%	5.9k	165.85	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.2	$942k	+14%	35k	27.26	View chart
3M Company (MMM)	0.2	$937k		6.4k	146.86	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$936k		19k	49.62	View chart
Chevron Corporation (CVX)	0.2	$914k	-27%	5.5k	167.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$907k	+10%	4.9k	186.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$904k	-3%	10k	88.00	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.2	$894k	NEW	11k	78.89	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$883k	+191%	9.6k	91.73	View chart
American Tower Reit (AMT)	0.2	$878k		4.0k	217.61	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$863k	-28%	35k	24.75	View chart
Home Depot (HD)	0.2	$850k	-24%	2.3k	366.44	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$837k	+10%	9.2k	90.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$833k	+6%	18k	45.26	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$832k	-17%	33k	25.04	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$809k	+21%	15k	53.97	View chart
Bristol Myers Squibb (BMY)	0.2	$799k	-35%	13k	60.99	View chart
Target Corporation (TGT)	0.2	$798k	+2%	7.6k	104.36	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$796k	+8%	9.5k	83.61	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$784k	-58%	8.6k	91.03	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$782k		7.2k	108.97	View chart
Bank of America Corporation (BAC)	0.2	$774k	+2%	19k	41.73	View chart
Coca-Cola Company (KO)	0.2	$774k	-19%	11k	71.78	View chart
Ssga Active Etf Tr Mult Ass Rlrtn (RLY)	0.2	$758k	+27%	27k	28.54	View chart
Merck & Co (MRK)	0.1	$725k	-22%	8.1k	89.76	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.1	$717k	+55%	21k	33.86	View chart
Netflix (NFLX)	0.1	$717k	-18%	769.00	932.53	View chart
Diamondback Energy (FANG)	0.1	$707k		4.4k	159.88	View chart
Broadridge Financial Solutions (BR)	0.1	$706k	+3%	2.9k	242.46	View chart
FedEx Corporation (FDX)	0.1	$691k	-2%	2.8k	243.78	View chart
Goldman Sachs (GS)	0.1	$685k	-12%	1.3k	546.29	View chart
Adobe Systems Incorporated (ADBE)	0.1	$683k	-6%	1.8k	383.53	View chart
Wisdomtree Tr Dynamic Int Eq (DDLS)	0.1	$678k	-8%	19k	35.35	View chart
Broadcom (AVGO)	0.1	$665k	-35%	4.0k	167.44	View chart
Lowe's Companies (LOW)	0.1	$665k	+2%	2.9k	233.23	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$656k		4.2k	156.24	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$647k	+48%	2.1k	308.88	View chart
Zoetis Cl A (ZTS)	0.1	$643k	-9%	3.9k	164.65	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$639k	+13%	1.9k	334.48	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	0.1	$625k	+9%	5.5k	113.13	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$620k	NEW	9.5k	65.17	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$617k	-23%	13k	46.02	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$615k	+31%	4.2k	146.01	View chart
Roper Industries (ROP)	0.1	$615k	+6%	1.0k	589.58	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$613k	+59%	7.2k	85.20	View chart
Abbvie (ABBV)	0.1	$611k	-34%	2.9k	209.49	View chart
Kinder Morgan (KMI)	0.1	$606k	-36%	21k	28.53	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$597k		4.3k	139.78	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$584k	+3%	12k	49.64	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$578k	+28%	1.1k	542.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$570k		9.8k	58.35	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$568k	NEW	11k	49.81	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$558k	+11%	8.1k	68.89	View chart
Raytheon Technologies Corp (RTX)	0.1	$556k	-21%	4.2k	132.46	View chart
Doubleline Income Solutions (DSL)	0.1	$550k		44k	12.61	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$547k	+35%	2.8k	197.50	View chart
Lockheed Martin Corporation (LMT)	0.1	$543k	-18%	1.2k	446.64	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$543k	+21%	11k	50.66	View chart
Copart (CPRT)	0.1	$537k	+5%	9.5k	56.59	View chart
Chipotle Mexican Grill (CMG)	0.1	$533k		11k	50.21	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$526k	+6%	8.4k	63.00	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$526k	+11%	3.1k	170.12	View chart
Chemed Corp Com Stk (CHE)	0.1	$524k	+5%	851.00	615.32	View chart
Capital Group Core Balanced SHS (CGBL)	0.1	$523k	+3%	17k	30.98	View chart
Simon Property (SPG)	0.1	$521k		3.1k	166.08	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$516k	+13%	6.6k	78.28	View chart
Starbucks Corporation (SBUX)	0.1	$516k	-12%	5.3k	98.09	View chart
First Tr Value Line Divid In SHS (FVD)	0.1	$505k	-10%	11k	44.59	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$501k		3.3k	151.71	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$492k	+24%	18k	26.89	View chart
Wisdomtree Tr Us Efficient Cor (NTSX)	0.1	$480k	+91%	11k	45.31	View chart
Northrop Grumman Corporation (NOC)	0.1	$478k		934.00	512.01	View chart
Wisdomtree Tr Glb Us Qtly Div (DNL)	0.1	$474k		13k	35.67	View chart
Enbridge (ENB)	0.1	$472k	+6%	11k	44.31	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.1	$472k	NEW	3.7k	128.84	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$464k		14k	32.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$461k	-2%	17k	26.45	View chart
Kodiak Gas Svcs (KGS)	0.1	$459k		12k	37.30	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.1	$457k	NEW	4.8k	95.30	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$456k	-15%	27k	16.63	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$452k	+32%	13k	34.25	View chart
O'reilly Automotive (ORLY)	0.1	$451k		315.00	1432.58	View chart
Pepsi (PEP)	0.1	$451k	-4%	3.0k	149.94	View chart
Eli Lilly & Co. (LLY)	0.1	$450k	+32%	545.00	826.19	View chart
Newmont Mining Corporation (NEM)	0.1	$449k		9.3k	48.28	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$446k	+13%	2.0k	221.75	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$445k	+27%	4.5k	99.34	View chart
American Water Works (AWK)	0.1	$440k	NEW	3.0k	147.52	View chart
Gilead Sciences (GILD)	0.1	$436k	NEW	3.9k	112.05	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$435k	+26%	23k	18.59	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.1	$434k	+4%	7.5k	58.06	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$434k	+12%	2.5k	173.59	View chart
Main Street Capital Corporation (MAIN)	0.1	$433k		7.7k	56.56	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$426k	+4%	4.0k	105.44	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$425k	+36%	3.3k	127.09	View chart
Vanguard World Energy Etf (VDE)	0.1	$421k	+3%	3.2k	129.71	View chart
Bank of New York Mellon Corporation (BK)	0.1	$420k	-39%	5.0k	83.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$417k	-2%	8.4k	49.89	View chart
Sei Exchange Traded Funds Select Intl Equi (SEIE)	0.1	$417k	-3%	16k	26.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$415k	NEW	2.1k	193.99	View chart
Ishares Tr Us Tech Brkthr (TECB)	0.1	$410k	+4%	8.4k	48.90	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$410k		4.4k	92.83	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$406k	+4%	17k	24.50	View chart
Blackrock (BLK)	0.1	$397k	-35%	419.00	946.99	View chart
Owl Rock Capital Corporation (OBDC)	0.1	$396k		27k	14.66	View chart
Schrodinger (SDGR)	0.1	$396k		20k	19.74	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$394k	NEW	594.00	662.63	View chart
Southern Company (SO)	0.1	$393k	-24%	4.3k	91.95	View chart
Cintas Corporation (CTAS)	0.1	$390k		1.9k	205.53	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$388k	+27%	1.5k	251.77	View chart
Tcg Bdc (CGBD)	0.1	$387k		24k	16.18	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)	0.1	$386k	+4%	12k	32.46	View chart
Mastercard Incorporated Cl A (MA)	0.1	$384k	-21%	700.00	548.12	View chart
Coupang Cl A (CPNG)	0.1	$383k	+7%	17k	21.93	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	0.1	$382k	-21%	18k	21.89	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.1	$381k	+86%	4.6k	82.17	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$377k	-3%	24k	15.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$371k	NEW	1.3k	288.14	View chart
Fifth Third Ban (FITB)	0.1	$370k	+25%	9.4k	39.20	View chart
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)	0.1	$369k	+2%	10k	36.06	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.1	$369k	-2%	12k	31.69	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$368k	-5%	4.7k	77.64	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$367k	+12%	14k	26.58	View chart
Wynn Resorts (WYNN)	0.1	$367k	NEW	4.4k	83.50	View chart
Intuit (INTU)	0.1	$365k	+65%	594.00	613.99	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$364k	+7%	3.9k	92.48	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$364k	+20%	1.8k	202.17	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$362k	+2%	2.7k	135.66	View chart
Walt Disney Company (DIS)	0.1	$359k	-24%	3.6k	98.71	View chart
First Tr Exchange Traded Nasd Tech Div (TDIV)	0.1	$358k	+11%	4.9k	73.61	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$357k	-24%	3.8k	93.66	View chart
Qorvo (QRVO)	0.1	$351k	NEW	4.9k	72.41	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$350k		11k	33.40	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$350k	-11%	8.5k	41.37	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$349k	+61%	7.5k	46.31	View chart
Advanced Micro Devices (AMD)	0.1	$349k	-78%	3.4k	102.74	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$348k	+3%	3.8k	92.29	View chart
Fidelity Merrimack Str Tr Ltd Trm Bd Etf (FLTB)	0.1	$346k	+2%	6.9k	50.27	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$344k	+9%	4.4k	78.84	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.1	$343k	-16%	7.9k	43.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$341k	-19%	2.1k	160.54	View chart
Uber Technologies (UBER)	0.1	$339k	+6%	4.7k	72.86	View chart
Honeywell International (HON)	0.1	$334k	-30%	1.6k	211.75	View chart
Kroger (KR)	0.1	$331k	-17%	4.9k	67.68	View chart
Monolithic Power Systems (MPWR)	0.1	$331k	NEW	571.00	579.98	View chart
Travelers Companies (TRV)	0.1	$323k	-27%	1.2k	264.46	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$318k	-29%	2.5k	128.98	View chart
Cisco Systems (CSCO)	0.1	$318k	-52%	5.2k	61.71	View chart
Dominion Resources (D)	0.1	$317k	-35%	5.7k	56.08	View chart
Docusign (DOCU)	0.1	$316k	+11%	3.9k	81.40	View chart
Vici Pptys (VICI)	0.1	$311k	+28%	9.5k	32.62	View chart
Pfizer (PFE)	0.1	$311k	-70%	12k	25.34	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$310k	-8%	3.2k	96.45	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$307k	+11%	8.6k	35.64	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$306k		16k	19.80	View chart
Quanta Services (PWR)	0.1	$299k	+33%	1.2k	254.18	View chart
Ge Aerospace Com New (GE)	0.1	$295k	-23%	1.5k	200.15	View chart
salesforce (CRM)	0.1	$293k	-42%	1.1k	268.36	View chart
Live Nation Entertainment (LYV)	0.1	$292k	NEW	2.2k	130.58	View chart
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)	0.1	$291k		7.2k	40.19	View chart
Dollar Tree (DLTR)	0.1	$290k	NEW	3.9k	75.07	View chart
Amgen (AMGN)	0.1	$287k	-22%	921.00	311.55	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$286k	NEW	3.1k	92.52	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.1	$285k	-23%	5.3k	53.31	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$282k	-8%	3.5k	81.67	View chart
Emerson Electric (EMR)	0.1	$282k	-13%	2.6k	109.64	View chart
Abbott Laboratories (ABT)	0.1	$282k	-2%	2.1k	132.64	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$276k	NEW	7.6k	36.41	View chart
Caterpillar (CAT)	0.1	$276k	-28%	837.00	329.80	View chart
Applied Materials (AMAT)	0.1	$276k	-23%	1.9k	145.14	View chart
Medtronic SHS (MDT)	0.1	$274k	-57%	3.1k	89.86	View chart
Spdr Ser Tr S&p Telecom (XTL)	0.1	$271k	NEW	2.7k	99.95	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.1	$270k	NEW	11k	25.58	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.1	$268k		4.2k	64.08	View chart
Howmet Aerospace (HWM)	0.1	$263k	-63%	2.0k	129.73	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$263k	+4%	4.6k	57.61	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$262k	-14%	1.5k	173.23	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$262k	NEW	4.1k	63.72	View chart
Dollar General (DG)	0.1	$259k	-7%	3.0k	87.93	View chart
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)	0.1	$258k		8.1k	32.10	View chart
Icahn Enterprises Depositary Unit (IEP)	0.1	$257k		28k	9.06	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$255k	-16%	8.3k	30.87	View chart
ConocoPhillips (COP)	0.1	$255k		2.4k	105.02	View chart
Trust For Professional Man Jensen Quality (JGRW)	0.1	$254k	NEW	10k	25.48	View chart
Duke Energy Corp Com New (DUK)	0.1	$254k	-34%	2.1k	121.97	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$251k	+7%	4.9k	51.18	View chart
Cion Invt Corp (CION)	0.1	$250k	-8%	24k	10.35	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$250k	+43%	1.5k	166.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$246k	-21%	494.00	497.60	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$242k	-16%	381.00	634.23	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$241k	+6%	1.1k	210.94	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.0	$240k	NEW	9.4k	25.54	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.0	$238k	-19%	4.7k	51.08	View chart
Apollo Global Mgmt (APO)	0.0	$236k		1.7k	136.94	View chart
Te Connectivity Ord Shs (TEL)	0.0	$236k		1.7k	141.32	View chart
Paypal Holdings (PYPL)	0.0	$234k	-63%	3.6k	65.25	View chart
Pacer Fds Tr Trendpilot Us Bd (PTBD)	0.0	$234k	+2%	12k	20.06	View chart
Lauder Estee Cos Cl A (EL)	0.0	$234k	-20%	3.5k	66.00	View chart
Waste Management (WM)	0.0	$233k	-44%	1.0k	231.50	View chart
Carvana Cl A (CVNA)	0.0	$233k	NEW	1.1k	209.08	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.0	$232k	NEW	5.3k	43.90	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$232k	-7%	657.00	352.58	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	0.0	$227k		2.1k	107.88	View chart
Nextera Energy (NEE)	0.0	$227k	-25%	3.2k	70.89	View chart
Booking Holdings (BKNG)	0.0	$226k	+19%	49.00	4608.31	View chart
Proshares Tr Msci Emrg Mkts (EMDV)	0.0	$224k		5.2k	43.26	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$223k		3.6k	62.42	View chart
First Tr Exchange-traded Lunt Us Factor (FCTR)	0.0	$223k		7.2k	30.92	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$220k		857.00	257.03	View chart
Stryker Corporation (SYK)	0.0	$219k	NEW	588.00	372.25	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.0	$218k	+10%	5.5k	39.97	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$218k	-2%	2.9k	75.74	View chart
Global X Fds Artificial Etf (AIQ)	0.0	$218k	+3%	6.0k	36.38	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$214k	-3%	6.0k	35.68	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$213k	-17%	823.00	258.62	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.0	$210k	NEW	6.5k	32.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$208k	+2%	2.0k	105.60	View chart
AFLAC Incorporated (AFL)	0.0	$206k	NEW	1.9k	111.19	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$204k	NEW	2.0k	100.64	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$202k	-43%	2.2k	93.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.0	$201k		8.6k	23.45	View chart
T. Rowe Price (TROW)	0.0	$201k	+3%	2.2k	91.87	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$200k	NEW	2.6k	76.57	View chart
Petroleo Brasileiro Sa Petro Sponsored Adr (PBR)	0.0	$148k	NEW	10k	14.34	View chart
Walgreen Boots Alliance (WBA)	0.0	$126k		11k	11.17	View chart
Sandstorm Gold Com New (SAND)	0.0	$118k	NEW	16k	7.55	View chart
Blackrock Munivest Fund II (MVT)	0.0	$116k		11k	10.57	View chart
The Original Bark Company (BARK)	0.0	$17k	-92%	12k	1.39	View chart

Past Filings by United Advisor Group

SEC 13F filings are viewable for United Advisor Group going back to 2023

United Advisor Group 2025 Q1 filed April 21, 2025
United Advisor Group 2024 Q4 filed Feb. 24, 2025
United Advisor Group 2024 Q3 filed Oct. 30, 2024
United Advisor Group 2024 Q2 filed Aug. 8, 2024
United Advisor Group 2024 Q1 filed May 14, 2024
United Advisor Group 2023 Q4 filed Feb. 16, 2024

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