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United Advisor Group

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

Central Index Key (CIK): 0002004873

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Positions held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for United Advisor Group

United Advisor Group holds 55 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
United Parcel Service (UPS)	14.8	$12M	73k	157.74	View chart
Schwab Strategic Tr us lrg cap etf (SCHX)	11.8	$9.1M	162k	56.40	View chart
Microsoft Corporation (MSFT)	11.6	$9.0M	24k	377.28	View chart
Vanguard Europe Pacific ETF (VEA)	6.6	$5.2M	108k	47.98	View chart
Commerce Bancshares (CBSH)	4.7	$3.6M	68k	53.45	View chart
Procter & Gamble Company (PG)	4.4	$3.4M	23k	146.65	View chart
Amazon (AMZN)	3.8	$2.9M	19k	152.45	View chart
Fs Kkr Capital Corp (FSK)	3.8	$2.9M	146k	19.98	View chart
Schwab U S Small Cap ETF (SCHA)	2.2	$1.7M	36k	47.35	View chart
Wal-Mart Stores (WMT)	2.0	$1.6M	9.9k	157.89	View chart
Vanguard Value ETF (VTV)	2.0	$1.6M	10k	149.83	View chart
Vanguard Growth ETF (VUG)	1.9	$1.4M	4.6k	311.86	View chart
Etf Ser Solutions (JUCY)	1.8	$1.4M	60k	23.70	View chart
Home Depot (HD)	1.8	$1.4M	4.0k	347.35	View chart
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)	1.7	$1.3M	26k	51.06	View chart
Jp Morgan Exchange Traded Fd fund (JMUB)	1.7	$1.3M	26k	50.97	View chart
Progressive Corporation (PGR)	1.4	$1.1M	6.7k	160.10	View chart
Vanguard Mega Cap 300 Growth Index ETF (MGK)	1.2	$944k	3.6k	259.62	View chart
Johnson & Johnson (JNJ)	1.1	$892k	5.7k	156.78	View chart
Cincinnati Financial Corporation (CINF)	1.1	$889k	8.6k	103.79	View chart
iShares S&P 500 Growth Index (IVW)	0.9	$724k	9.4k	76.81	View chart
Vanguard Small-Cap Value ETF (VBR)	0.9	$676k	3.8k	180.12	View chart
Simon Property (SPG)	0.8	$636k	4.5k	142.83	View chart
Vanguard Short-Term Bond ETF (BSV)	0.8	$595k	7.7k	77.06	View chart
First Tr Exchng Traded Fd Vi tcw unconstrai (UCON)	0.8	$584k	24k	24.91	View chart
Vanguard Total Stock Market ETF (VTI)	0.7	$554k	2.3k	237.85	View chart
iShares S&P Natl AMTFr Mncpl Bd (MUB)	0.7	$551k	5.1k	108.54	View chart
Cintas Corporation (CTAS)	0.7	$550k	910.00	603.82	View chart
iShares Lehman Aggregate Bond (AGG)	0.7	$529k	5.3k	99.33	View chart
McDonald's Corporation (MCD)	0.7	$517k	1.7k	297.72	View chart
Lululemon Athletica (LULU)	0.7	$516k	1.0k	512.95	View chart
International Business Machines (IBM)	0.7	$509k	3.1k	164.65	View chart
Chipotle Mexican Grill (CMG)	0.6	$504k	219.00	2300.40	View chart
Gladstone Investment Corporation (GAIN)	0.6	$502k	35k	14.17	View chart
Vanguard Emerging Markets ETF (VWO)	0.6	$493k	12k	41.10	View chart
Vanguard S&p 500 Etf idx (VOO)	0.6	$492k	1.1k	437.69	View chart
Lowe's Companies (LOW)	0.5	$424k	1.9k	222.70	View chart
Indexiq Etf Tr iq cndrm esg int (IQSI)	0.5	$405k	15k	27.95	View chart
Hartford Fds Exchange Trade total rtrn etf (HTRB)	0.5	$398k	12k	34.53	View chart
Ishares Inc ctr wld minvl (ACWV)	0.5	$384k	3.7k	102.97	View chart
Vanguard Dividend Appreciation ETF (VIG)	0.5	$366k	2.1k	171.10	View chart
Lockheed Martin Corporation (LMT)	0.5	$364k	802.00	454.26	View chart
Invesco Exch-traded Fd Tr Div etf (PFM)	0.4	$333k	8.3k	39.94	View chart
Philip Morris International (PM)	0.4	$308k	3.3k	94.14	View chart
iShares S&P 500 Value Index (IVE)	0.3	$258k	1.5k	173.99	View chart
Verizon Communications (VZ)	0.3	$251k	6.6k	37.81	View chart
Fifth Third Ban (FITB)	0.3	$249k	7.2k	34.72	View chart
iShares Russell 1000 Index (IWB)	0.3	$245k	933.00	262.77	View chart
iShares S&P 500 Index (IVV)	0.3	$245k	508.00	481.31	View chart
Applied Materials (AMAT)	0.3	$209k	1.3k	162.10	View chart
Invesco S&p 500 Equal Weight Etf (RSP)	0.3	$209k	1.3k	157.97	View chart
Vanguard Mid-Cap Value ETF (VOE)	0.3	$205k	1.4k	145.44	View chart
Vanguard Intermediate-Term Bond ETF (BIV)	0.3	$204k	526.00	387.71	View chart
Goldman Sachs (GS)	0.3	$203k	7.2k	28.00	View chart
Ishares Msci Usa Quality Facto invalid (QUAL)	0.3	$202k	1.4k	147.18	View chart

Past Filings by United Advisor Group

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

United Advisor Group 2023 Q4 filed Feb. 16, 2024

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