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 201–250 of 475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SEIQ | SEI EXCHANGE TRADED FUNDS | 21K | $500K+ | SH |
| CPRT | COPART INC | 21K | $500K+ | SH |
| QLD | PROSHARES TR | 12K | $500K+ | SH |
| ROKU | ROKU INC | 7K | $500K+ | SH |
| VTIP | VANGUARD MALVERN FDS | 16K | $500K+ | SH |
| FDX | FEDEX CORP | 3K | $500K+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 4K | $500K+ | SH |
| QGRW | WISDOMTREE TR | 13K | $500K+ | SH |
| APH | AMPHENOL CORP NEW | 6K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 13K | $500K+ | SH |
| TTEQ | T ROWE PRICE ETF INC | 24K | $500K+ | SH |
| MOAT | VANECK ETF TRUST | 7K | $500K+ | SH |
| DIS | DISNEY WALT CO | 7K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 4K | $500K+ | SH |
| MGK | VANGUARD WORLD FD | 2K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| SPTL | SPDR SERIES TRUST | 28K | $500K+ | SH |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 17K | $500K+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 3K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 10K | $500K+ | SH |
| QTEC | FIRST TR EXCHANGE-TRADED FD | 3K | $500K+ | SH |
| USMV | ISHARES TR | 7K | $500K+ | SH |
| XYZ | BLOCK INC | 11K | $500K+ | SH |
| NTSX | WISDOMTREE TR | 12K | $500K+ | SH |
| SPEM | SPDR INDEX SHS FDS | 14K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| MTUM | ISHARES TR | 3K | $500K+ | SH |
| EMMF | WISDOMTREE TR | 21K | $500K+ | SH |
| NET | CLOUDFLARE INC | 3K | $500K+ | SH |
| HOOD | ROBINHOOD MKTS INC | 6K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 10K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| MBB | ISHARES TR | 7K | $500K+ | SH |
| IJH | ISHARES TR | 10K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| VFMO | VANGUARD WELLINGTON FD | 3K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 3K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 1K | $500K+ | SH |
| SEIE | SEI EXCHANGE TRADED FUNDS | 19K | $500K+ | SH |
| ACWV | ISHARES INC | 5K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 12K | $500K+ | SH (Call) |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| KGS | KODIAK GAS SVCS INC | 16K | $500K+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 38K | $500K+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 5K | $500K+ | SH |
| CTAS | CINTAS CORP | 3K | $500K+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 22K | $500K+ | SH |
| XTEN | BONDBLOXX ETF TRUST | 12K | $500K+ | SH |