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 101–150 of 475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVGO | BROADCOM INC | 6K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 13K | $1M+ | SH |
| IEFA | ISHARES TR | 22K | $1M+ | SH |
| RLY | SSGA ACTIVE ETF TR | 62K | $1M+ | SH |
| SPHY | SPDR SERIES TRUST | 81K | $1M+ | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 325K | $1M+ | SH |
| IDEV | ISHARES TR | 23K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 32K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| IWM | ISHARES TR | 7K | $1M+ | SH |
| IMCG | ISHARES TR | 22K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| SEIV | SEI EXCHANGE TRADED FUNDS | 41K | $1M+ | SH |
| SEIM | SEI EXCHANGE TRADED FUNDS | 37K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 68K | $1M+ | SH |
| IWP | ISHARES TR | 12K | $1M+ | SH |
| MUB | ISHARES TR | 15K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 29K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| CBSH | COMMERCE BANCSHARES INC | 30K | $1M+ | SH |
| MCD | MCDONALDS CORP | 5K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 31K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 20K | $1M+ | SH |
| XCEM | COLUMBIA ETF TR II | 41K | $1M+ | SH |
| GLD | SPDR GOLD TR | 4K | $1M+ | SH |
| MRK | MERCK & CO INC | 15K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| ARKK | ARK ETF TR | 20K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 7K | $1M+ | SH |
| IEF | ISHARES TR | 15K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 33K | $1M+ | SH |
| NBIS | NEBIUS GROUP N.V. | 17K | $1M+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 27K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 32K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 40K | $1M+ | SH |
| KO | COCA COLA CO | 20K | $1M+ | SH |
| NEM | NEWMONT CORP | 14K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 2K | $1M+ | SH |
| USMF | WISDOMTREE TR | 27K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| CWS | ADVISORSHARES TR | 20K | $1M+ | SH |
| ADME | ETF SER SOLUTIONS | 27K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 8K | $1M+ | SH |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 60K | $1M+ | SH |
| SPAB | SPDR SERIES TRUST | 53K | $1M+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 27K | $1M+ | SH |
| IWD | ISHARES TR | 6K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |