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 151–200 of 475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IHDG | WISDOMTREE TR | 26K | $1M+ | SH |
| BOXX | EA SERIES TRUST | 11K | $1M+ | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 56K | $1M+ | SH |
| TOUS | T ROWE PRICE ETF INC | 36K | $1M+ | SH |
| TOTR | T ROWE PRICE ETF INC | 30K | $1M+ | SH |
| TLT | ISHARES TR | 14K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 32K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| ORCL | ORACLE CORP | 6K | $1M+ | SH |
| SUB | ISHARES TR | 11K | $1M+ | SH |
| T | AT&T INC | 45K | $1M+ | SH |
| IWF | ISHARES TR | 2K | $1M+ | SH |
| IGIB | ISHARES TR | 20K | $1M+ | SH |
| CINF | CINCINNATI FINL CORP | 7K | $1M+ | SH |
| MMM | 3M CO | 7K | $1M+ | SH |
| BCSF | BAIN CAP SPECIALTY FIN INC | 74K | $1M+ | SH |
| ASML | ASML HOLDING N V | 952 | $1M+ | SH |
| DDLS | WISDOMTREE TR | 24K | $1M+ | SH |
| RTX | RTX CORPORATION | 6K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 42K | $1M+ | SH |
| HYG | ISHARES TR | 12K | $1M+ | SH |
| LCID | LUCID GROUP INC | 94K | $500K+ | SH (Call) |
| SPMO | INVESCO EXCH TRADED FD TR II | 8K | $500K+ | SH |
| GAIN | GLADSTONE INVT CORP | 71K | $500K+ | SH |
| SO | SOUTHERN CO | 11K | $500K+ | SH |
| CAT | CATERPILLAR INC | 2K | $500K+ | SH |
| GSBD | GOLDMAN SACHS BDC INC | 105K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 6K | $500K+ | SH |
| GE | GE AEROSPACE | 3K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 6K | $500K+ | SH |
| PHYL | PGIM ETF TR | 26K | $500K+ | SH |
| PWR | QUANTA SVCS INC | 2K | $500K+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 7K | $500K+ | SH |
| TBUX | T ROWE PRICE ETF INC | 18K | $500K+ | SH |
| FNX | FIRST TR EXCHANGE-TRADED ALP | 7K | $500K+ | SH |
| SHLD | GLOBAL X FDS | 14K | $500K+ | SH |
| HYGH | ISHARES U S ETF TR | 10K | $500K+ | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 2K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| ICVT | ISHARES TR | 9K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 2K | $500K+ | SH |
| KMI | KINDER MORGAN INC DEL | 32K | $500K+ | SH |
| NLR | VANECK ETF TRUST | 7K | $500K+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 13K | $500K+ | SH |
| BUYW | NORTHERN LTS FD TR IV | 59K | $500K+ | SH |
| CLIP | GLOBAL X FDS | 8K | $500K+ | SH |
| EMB | ISHARES TR | 9K | $500K+ | SH |