CIK 2004873
United Advisor Group, LLC
Institutional 13F holdings & portfolio
Holdings
475
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| FSK | FS KKR CAP CORP | 244K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 120K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 125K | $1M+ | SH |
| IJR | ISHARES TR | 30K | $1M+ | SH |
| SHOP | SHOPIFY INC | 22K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 25K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 184K | $1M+ | SH |
| QUAL | ISHARES TR | 17K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 120K | $1M+ | SH |
| REGL | PROSHARES TR | 38K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 34K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 55K | $1M+ | SH |
| DGS | WISDOMTREE TR | 55K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 68K | $1M+ | SH |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 78K | $1M+ | SH |
| JUCY | ETF SER SOLUTIONS | 134K | $1M+ | SH |
| CSRE | COHEN & STEERS ETF TRUST | 116K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 48K | $1M+ | SH |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | 256K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 215K | $1M+ | SH |
| STWD | STARWOOD PPTY TR INC | 161K | $1M+ | SH |
| OCSL | OAKTREE SPECIALTY LENDING CO | 224K | $1M+ | SH |
| V | VISA INC | 8K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 85K | $1M+ | SH |
| AMZN | AMAZON COM INC | 12K | $1M+ | SH (Call) |
| VZ | VERIZON COMMUNICATIONS INC | 66K | $1M+ | SH |
| TCAF | T ROWE PRICE ETF INC | 70K | $1M+ | SH |
| IMCB | ISHARES TR | 31K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 18K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 52K | $1M+ | SH |
| CGCB | CAPITAL GRP FIXED INCM ETF T | 95K | $1M+ | SH |
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 3K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 3K | $1M+ | SH |
| BALI | BLACKROCK ETF TRUST | 72K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 68K | $1M+ | SH |
| IVE | ISHARES TR | 11K | $1M+ | SH |
| PFE | PFIZER INC | 89K | $1M+ | SH |
| SMDV | PROSHARES TR | 34K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 14K | $1M+ | SH |
| WTV | WISDOMTREE TR | 24K | $1M+ | SH |
| IVW | ISHARES TR | 18K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 67K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 106K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 42K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 39K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SGOV | ISHARES TR | 20K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 7K | $1M+ | SH |