United Advisor Group, LLC

Q3 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    450

  • Value ($000)

    $743,181

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0002004873
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
N
NVDA

NVIDIA CORPORATION

COM
67066G104
$27.49M
4 %

147,330

A
AAPL

APPLE INC

COM
037833100
$22.69M
3 %

89,121

P
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$17.88M
2 %

98,036

M
MSFT

MICROSOFT CORP

COM
594918104
$16.27M
2 %

31,403

A
AMZN

AMAZON COM INC

COM
023135106
$15.35M
2 %

69,922

S
STRV

EA SERIES TRUST

STRIVE 500 ETF
02072L680
$15.33M
2 %

354,975

A
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
26922A222
$14.68M
2 %

338,095

D
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$11.81M
2 %

132,741

R
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$10.37M
1 %

154,170

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$10.22M
1 %

387,819

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 450