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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 NVDA, AAPL, STXF, AMZN, ACIO, and represent 11.50% of United Advisor Group's stock portfolio.
Added to shares of these 10 stocks: QGRW (+$5.1M), VUG (+$5.1M), BW, SPIB, AVUV, WTV, MSFT, DFIV, AVLV, DFUS.
Started 70 new stock positions in SPCX, VPL, FBTC, MSTU, MPLX, IALT, SPCT, NTAP, TSPA, CRCL.
Reduced shares in these 10 stocks: , NBIS, SCHG, AMD, IREN, IVE, MPC, LDUR, AVSF, XCEM.
Sold out of its positions in ADBE, AVSF, ACHR, FNGU, Bitfarms, XTEN, CTRA, COF, CELH, CNC.
United Advisor Group was a net buyer of stock by $57M.
United Advisor Group has $948M in assets under management (AUM), dropping by 16.80%.
Central Index Key (CIK): 0002004873

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Portfolio Holdings for United Advisor Group

United Advisor Group holds 532 positions in its portfolio as reported in the June 2026 quarterly 13F filing

United Advisor Group has 532 total positions. Only the first 250 positions are shown.

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Download the United Advisor Group June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
NVIDIA Corporation (NVDA)	3.0	$29M		144k	200.09	View chart
Apple (AAPL)	2.7	$26M		88k	289.36	View chart
Ea Series Trust Strive 500 Etf (STXF)	2.0	$19M	+3%	391k	48.30	View chart
Amazon Call Option (AMZN)	1.9	$18M		77k	238.34	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	1.8	$18M	+3%	379k	46.14	View chart
Microsoft Corporation Call Option (MSFT)	1.8	$18M	+16%	47k	373.02	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.5	$15M	+3%	179k	81.06	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.4	$14M		142k	95.62	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$13M	-2%	36k	357.37	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	1.3	$12M	+2%	125k	96.32	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.3	$12M		407k	29.43	View chart
Palantir Technologies Cl A (PLTR)	1.2	$12M		100k	116.67	View chart
Etf Ser Solutions Opus Sml Cp Vl (OSCV)	1.2	$12M	+5%	275k	42.19	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	1.2	$11M	+2%	94k	118.99	View chart
T Rowe Price Exchange-traded Price Div Grwt (TDVG)	1.0	$9.8M		201k	49.03	View chart
Etf Ser Solutions Aptus Defined (DRSK)	0.9	$8.9M	+4%	309k	28.75	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.9	$8.2M	+18%	113k	72.90	View chart
Advanced Micro Devices (AMD)	0.9	$8.1M	-28%	14k	580.91	View chart
Etf Ser Solutions Mcelhenny Shefld (MSMR)	0.9	$8.1M	+5%	230k	35.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.9	$8.1M	+2%	196k	41.25	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.8	$8.0M		142k	56.52	View chart
Tesla Motors (TSLA)	0.8	$8.0M	+2%	19k	420.60	View chart
JPMorgan Chase & Co. (JPM)	0.8	$7.8M	+3%	24k	327.33	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$7.7M		35k	217.93	View chart
United Parcel Svcs CL B (UPS)	0.8	$7.7M		72k	107.50	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.8	$7.6M	+2%	128k	59.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$7.3M		11k	686.80	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$7.1M		100k	71.25	View chart
Cambria Etf Tr Cambria Fgn Shr (FYLD)	0.7	$6.7M	+5%	183k	36.49	View chart
Meta Platforms Cl A (META)	0.7	$6.7M		12k	563.27	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.7	$6.3M	+417%	96k	66.03	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.7	$6.2M	+6%	78k	79.09	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.7	$6.2M	+2%	20k	302.97	View chart
Micron Technology (MU)	0.6	$6.1M	-2%	5.3k	1154.36	View chart
Spdr Series Trust St Str P500val (SPYV)	0.6	$6.1M	+8%	100k	60.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$6.0M	+529%	70k	86.14	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.6	$5.9M	-3%	227k	25.85	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$5.8M	-3%	70k	82.84	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.6	$5.8M		167k	34.62	View chart
Wisdomtree Tr Us Value Fd (WTV)	0.6	$5.5M	+91%	54k	101.72	View chart
Cohen & Steers Etf Trust Real Est Act Etf (CSRE)	0.6	$5.4M	+10%	192k	28.38	View chart
Cambria Etf Tr Emrg Sharehldr (EYLD)	0.6	$5.4M	+6%	118k	45.41	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$5.1M	+4%	35k	148.31	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.5	$4.9M		134k	36.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.5	$4.8M	-2%	132k	36.13	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$4.7M	+4%	101k	46.94	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	0.5	$4.7M	+2%	139k	33.73	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.5	$4.7M	+3%	50k	94.42	View chart
Wal-Mart Stores (WMT)	0.5	$4.6M	+3%	41k	113.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$4.6M		47k	98.98	View chart
Ares Dynamic Cr Allocation (ARDC)	0.5	$4.5M		354k	12.63	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.5	$4.4M	+14%	60k	73.41	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$4.4M	-45%	129k	33.84	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$4.3M	+28%	5.7k	748.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$4.1M	+7%	130k	31.71	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.4	$4.0M		77k	52.72	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.4	$3.9M	+23%	95k	41.10	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.4	$3.8M	+9%	89k	43.14	View chart
Duff & Phelps Global (DPG)	0.4	$3.8M	-18%	254k	14.84	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$3.7M	+39%	73k	50.58	View chart
Procter & Gamble Company (PG)	0.4	$3.7M		25k	146.64	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.4	$3.6M	+13%	79k	45.70	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.4	$3.6M	+11%	106k	33.83	View chart
Babcock & Wilcox Enterpr Call Option (BW)	0.4	$3.6M	NEW	252k	14.10	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$3.5M	+3%	198k	17.88	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$3.5M		55k	64.71	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$3.5M	+3%	52k	68.01	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.4	$3.5M	NEW	105k	33.46	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$3.5M	+5%	38k	93.38	View chart
Oaktree Specialty Lending Corp (OCSL)	0.4	$3.5M	+2%	293k	11.94	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.4	$3.5M		38k	91.57	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.4	$3.4M	+90%	34k	100.67	View chart
Etf Ser Solutions Aptus Enhanced (JUCY)	0.4	$3.4M		153k	21.98	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$3.4M	-11%	66k	50.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.4	$3.3M		59k	56.48	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.3	$3.3M	-7%	17k	190.52	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$3.3M		1.6k	1989.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$3.2M	+7%	4.4k	736.36	View chart
Verizon Communications Call Option (VZ)	0.3	$3.2M	+12%	76k	42.34	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$3.2M	+109%	35k	91.64	View chart
Visa Com Cl A (V)	0.3	$3.1M	+10%	9.1k	343.10	View chart
Golub Capital BDC (GBDC)	0.3	$3.1M		243k	12.88	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$3.1M	+5%	32k	96.56	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.3	$3.1M	NEW	25k	124.76	View chart
Fs Kkr Capital Corp (FSK)	0.3	$3.1M		291k	10.50	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.0M	+28%	8.1k	370.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$3.0M	+7%	22k	137.53	View chart
Iren Ordinary Shares Call Option (IREN)	0.3	$3.0M	-45%	65k	45.73	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$3.0M	+20%	33k	89.01	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.9M	+7%	60k	48.43	View chart
Starwood Property Trust (STWD)	0.3	$2.9M		177k	16.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$2.9M		3.8k	746.94	View chart
Philip Morris International (PM)	0.3	$2.8M		15k	180.91	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$2.8M	+5%	105k	26.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$2.8M	+9%	9.2k	300.46	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.7M		7.7k	353.35	View chart
Broadcom (AVGO)	0.3	$2.7M	+34%	7.2k	377.75	View chart
Midcap Financial Invstmnt Com New (MFIC)	0.3	$2.7M		265k	10.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$2.6M	+30%	24k	106.47	View chart
Enterprise Products Partners (EPD)	0.3	$2.6M		70k	36.76	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.3	$2.5M	+3%	26k	98.30	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.3	$2.5M	+50%	29k	87.88	View chart
Altria (MO)	0.3	$2.5M		35k	71.95	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$2.5M	+3%	22k	114.18	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$2.5M		26k	96.58	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.3	$2.5M		32k	77.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$2.5M	+4%	26k	94.57	View chart
Ssga Active Etf Tr St Str Real Etf (RLY)	0.3	$2.4M	+2%	71k	34.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.4M	+2%	41k	59.69	View chart
Costco Wholesale Corporation (COST)	0.3	$2.4M	-3%	2.6k	935.56	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.3	$2.4M	NEW	45k	54.02	View chart
Applied Materials (AMAT)	0.2	$2.4M	+9%	3.3k	723.00	View chart
Johnson & Johnson (JNJ)	0.2	$2.3M	+2%	9.0k	253.98	View chart
Caterpillar (CAT)	0.2	$2.3M	+3%	2.1k	1064.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$2.3M	+7%	15k	146.41	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.2	$2.2M	NEW	24k	91.21	View chart
Pfizer (PFE)	0.2	$2.1M		89k	24.08	View chart
International Business Machines (IBM)	0.2	$2.1M	+24%	7.5k	281.21	View chart
Ares Capital Corporation (ARCC)	0.2	$2.1M		113k	18.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$2.1M	+3%	79k	26.50	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.2	$2.1M	+5%	41k	50.37	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.2	$2.1M	+10%	88k	23.44	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.2	$2.0M		40k	50.66	View chart
Sei Exchange Traded Funds Qim Us Large Cap (SEIM)	0.2	$2.0M	-5%	36k	56.15	View chart
Chevron Corporation (CVX)	0.2	$2.0M		12k	165.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$2.0M	+8%	8.3k	242.43	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.2	$2.0M	+22%	56k	34.81	View chart
Sei Exchange Traded Funds Qim Us Large Val (SEIV)	0.2	$2.0M	-4%	41k	48.00	View chart
Intel Corporation (INTC)	0.2	$2.0M	+14%	14k	139.63	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$2.0M	+28%	43k	45.49	View chart
T Rowe Price Exchange-traded Technology Etf (TTEQ)	0.2	$1.9M	+19%	43k	44.60	View chart
Eli Lilly & Co. (LLY)	0.2	$1.9M	+17%	1.6k	1199.40	View chart
Cisco Systems (CSCO)	0.2	$1.9M		16k	117.46	View chart
Progressive Corporation (PGR)	0.2	$1.9M		8.5k	218.44	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$1.9M	NEW	23k	81.94	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.2	$1.8M	+40%	36k	50.15	View chart
Merck & Co (MRK)	0.2	$1.8M	-7%	14k	128.50	View chart
Coca-Cola Company (KO)	0.2	$1.8M	+9%	22k	81.35	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.2	$1.7M	NEW	57k	30.85	View chart
T Rowe Price Exchange-traded Intl Equity Etf (TOUS)	0.2	$1.7M	+7%	45k	38.37	View chart
Nebius Group Shs Class A (NBIS)	0.2	$1.7M	-69%	6.3k	276.17	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.2	$1.7M	+4%	40k	43.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$1.7M	+4%	3.4k	500.39	View chart
Capital Group Core Balanced SHS (CGBL)	0.2	$1.7M	+10%	45k	37.96	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.7M	-10%	16k	107.62	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$1.7M	+8%	36k	47.20	View chart
Commerce Bancshares (CBSH)	0.2	$1.7M		29k	57.75	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.2	$1.7M	-10%	21k	80.82	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.2	$1.7M	+3%	65k	25.52	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$1.6M		74k	22.29	View chart
Etf Ser Solutions Aptus Drawdown (ADME)	0.2	$1.6M	+3%	29k	55.65	View chart
Bristol Myers Squibb (BMY)	0.2	$1.6M	+2%	28k	57.62	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$1.6M	+18%	8.3k	191.76	View chart
Goldman Sachs (GS)	0.2	$1.6M		1.5k	1011.06	View chart
Servicenow Call Option (NOW)	0.2	$1.5M	+73%	16k	99.28	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$1.5M		55k	27.70	View chart
Quanta Services (PWR)	0.2	$1.5M	+3%	2.1k	720.04	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$1.5M	+2%	6.0k	242.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$1.4M	+5%	3.0k	477.60	View chart
Abbvie (ABBV)	0.2	$1.4M		5.7k	251.62	View chart
Coreweave Com Cl A (CRWV)	0.2	$1.4M	-8%	14k	99.54	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.4M	+24%	3.3k	433.41	View chart
Palo Alto Networks (PANW)	0.1	$1.4M	+82%	4.1k	341.02	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$1.4M	-6%	57k	24.14	View chart
McDonald's Corporation (MCD)	0.1	$1.4M		5.1k	270.33	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$1.4M	+204%	1.8k	763.14	View chart
Arm Holdings Sponsored Ads (ARM)	0.1	$1.4M	-6%	3.9k	354.57	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$1.4M	NEW	26k	52.95	View chart
Annaly Capital Management In Com New (NLY)	0.1	$1.3M	+2%	60k	22.36	View chart
Global X Fds 1 3 Mo T Bi Et (CLIP)	0.1	$1.3M	+21%	13k	100.34	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.3M	+40%	3.9k	342.85	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$1.3M	-5%	25k	52.38	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$1.3M		11k	117.09	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.3M	+10%	17k	77.11	View chart
Home Depot (HD)	0.1	$1.3M		3.6k	352.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	+290%	10k	124.17	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M	+3%	3.3k	373.77	View chart
Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU)	0.1	$1.2M		49k	25.40	View chart
UnitedHealth (UNH)	0.1	$1.2M	-7%	3.0k	415.57	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$1.2M	+37%	21k	59.71	View chart
Marvell Technology (MRVL)	0.1	$1.2M	NEW	4.1k	297.89	View chart
Cincinnati Financial Corporation (CINF)	0.1	$1.2M		6.6k	185.13	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.2M	-2%	7.6k	161.54	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.2M	+13%	13k	89.85	View chart
Northern Lts Fd Tr Iv Main Buywrite (BUYW)	0.1	$1.2M	+20%	83k	14.45	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.1	$1.2M	+19%	23k	51.78	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$1.2M		9.8k	121.74	View chart
Kodiak Gas Svcs (KGS)	0.1	$1.2M		16k	75.13	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.2M	NEW	14k	82.34	View chart
Southern Company (SO)	0.1	$1.2M	+7%	12k	95.71	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.2M		23k	51.00	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M	+643%	9.6k	119.53	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.1M	-6%	13k	86.42	View chart
Diamondback Energy (FANG)	0.1	$1.1M		6.4k	175.78	View chart
Gladstone Investment Corporation (GAIN)	0.1	$1.1M	-6%	72k	15.46	View chart
3M Company (MMM)	0.1	$1.1M	+2%	6.8k	161.91	View chart
Bank of America Corporation (BAC)	0.1	$1.1M	-33%	19k	56.98	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$1.1M	+3%	21k	53.17	View chart
First Tr Exchange-traded SHS (QTEC)	0.1	$1.1M		3.3k	334.66	View chart
Wisdomtree Tr Emgring Mkts (EMMF)	0.1	$1.1M	+21%	28k	38.63	View chart
Wisdomtree Tr Dynamic Intl Sml (DDLS)	0.1	$1.1M	+4%	25k	44.05	View chart
T Rowe Price Exchange-traded Us Equi Resh Etf (TSPA)	0.1	$1.1M	NEW	23k	47.53	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.1M	+21%	21k	51.51	View chart
At&t (T)	0.1	$1.1M	+13%	52k	20.70	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$1.1M	+2%	13k	79.97	View chart
Intuitive Surgical Com New (ISRG)	0.1	$1.1M		2.6k	397.68	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$1.0M		7.2k	146.35	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.1	$1.0M	+32%	21k	49.77	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.1	$1.0M	-2%	13k	78.03	View chart
Astera Labs (ALAB)	0.1	$1.0M	NEW	2.1k	483.02	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$1.0M	+75%	5.4k	188.11	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$1.0M	+2%	29k	34.88	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.1	$996k	+18%	8.6k	115.98	View chart
Dell Technologies CL C (DELL)	0.1	$990k	NEW	2.3k	431.48	View chart
Kinder Morgan (KMI)	0.1	$986k		31k	31.97	View chart
Raytheon Technologies Corp (RTX)	0.1	$975k		5.1k	189.73	View chart
Goldman Sachs Bdc SHS (GSBD)	0.1	$957k		101k	9.48	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$956k	+8%	9.9k	96.44	View chart
First Tr Exchange-traded Wcm Dev Worl Etf (WCME)	0.1	$944k	+53%	48k	19.62	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$943k	+7%	15k	61.23	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	0.1	$941k	+8%	11k	86.61	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$938k		75k	12.52	View chart
Sei Exchange Traded Funds Qim Us Lrg Cap Q (SEIQ)	0.1	$933k		24k	39.41	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$933k	+427%	11k	82.62	View chart
Qualcomm (QCOM)	0.1	$929k	+68%	5.0k	184.80	View chart
American Tower Reit (AMT)	0.1	$923k	+9%	5.6k	163.58	View chart
Wisdomtree Tr Us Effic Core Fd (NTSX)	0.1	$913k	+6%	16k	59.05	View chart
salesforce Call Option (CRM)	0.1	$911k	+115%	5.8k	156.66	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$901k	+10%	9.3k	96.46	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$869k	NEW	8.4k	103.05	View chart
Ge Vernova (GEV)	0.1	$859k	+32%	731.00	1174.67	View chart
Newmont Mining Corporation (NEM)	0.1	$851k	-31%	9.1k	93.40	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$849k	-17%	3.9k	219.41	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$847k	-31%	26k	33.29	View chart
Oracle Corporation Call Option (ORCL)	0.1	$837k	+32%	5.7k	146.55	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$827k		4.2k	197.60	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$826k	NEW	856.00	965.00	View chart
Vanguard Wellington Us Momentum (VFMO)	0.1	$824k		3.3k	249.51	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$824k	+13%	2.3k	365.72	View chart
Sei Exchange Traded Funds Sele Intl Eq Etf (SEIE)	0.1	$817k	+9%	23k	35.49	View chart
Netflix (NFLX)	0.1	$812k	+6%	11k	71.40	View chart
Amphenol Corp Cl A (APH)	0.1	$811k	+34%	4.6k	176.34	View chart
Mastercard Incorporated Cl A (MA)	0.1	$794k	+3%	1.5k	513.76	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$790k	NEW	28k	28.05	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$783k	+10%	30k	26.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$777k	-2%	4.9k	158.01	View chart
Dominion Resources (D)	0.1	$774k	+29%	11k	68.29	View chart
Western Digital (WDC)	0.1	$770k	NEW	1.2k	638.72	View chart
Lockheed Martin Corporation (LMT)	0.1	$768k	-18%	1.5k	509.49	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$765k	+20%	6.5k	117.67	View chart

Past Filings by United Advisor Group

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

United Advisor Group 2026 Q2 filed July 29, 2026
United Advisor Group 2026 Q1 filed April 17, 2026
United Advisor Group 2025 Q4 filed Jan. 26, 2026
United Advisor Group 2025 Q3 filed Nov. 12, 2025
United Advisor Group 2025 Q2 filed Aug. 11, 2025
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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