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 251–300 of 475
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RWL | INVESCO EXCH TRADED FD TR II | 5K | $500K+ | SH |
| XLC | SELECT SECTOR SPDR TR | 5K | $500K+ | SH |
| TGT | TARGET CORP | 6K | $500K+ | SH |
| WINN | HARBOR ETF TRUST | 18K | $500K+ | SH |
| USIG | ISHARES TR | 11K | $500K+ | SH |
| TECB | ISHARES TR | 9K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 7K | $500K+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 18K | $500K+ | SH |
| VBK | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| TWLO | TWILIO INC | 4K | $500K+ | SH |
| JNK | SPDR SERIES TRUST | 6K | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IUSG | ISHARES TR | 3K | $500K+ | SH |
| TCPC | BLACKROCK TCP CAPITAL CORP | 95K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| BTQ | BTQ TECHNOLOGIES CORP | 100K | $500K+ | SH |
| BX | BLACKSTONE INC | 3K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| QCOM | QUALCOMM INC | 3K | $500K+ | SH |
| D | DOMINION ENERGY INC | 9K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| DGRE | WISDOMTREE TR | 16K | $100K–$500K | SH |
| DES | WISDOMTREE TR | 15K | $100K–$500K | SH |
| BSV | VANGUARD BD INDEX FDS | 6K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 458 | $100K–$500K | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 11K | $100K–$500K | SH |
| CHE | CHEMED CORP NEW | 1K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| HYMB | SPDR SERIES TRUST | 19K | $100K–$500K | SH |
| DNL | WISDOMTREE TR | 11K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 10K | $100K–$500K | SH |
| AFL | AFLAC INC | 4K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 4K | $100K–$500K | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 11K | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 4K | $100K–$500K | SH |
| HYD | VANECK ETF TRUST | 9K | $100K–$500K | SH |
| EMLC | VANECK ETF TRUST | 18K | $100K–$500K | SH |
| BA | BOEING CO | 2K | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| VWOB | VANGUARD WHITEHALL FDS | 7K | $100K–$500K | SH |
| VNOM | VIPER ENERGY INC | 12K | $100K–$500K | SH |
| SNPS | SYNOPSYS INC | 953 | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 5K | $100K–$500K | SH |
| IPKW | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 9K | $100K–$500K | SH |
| FLTB | FIDELITY MERRIMACK STR TR | 8K | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 957 | $100K–$500K | SH |