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
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$27.49 M
4 %

147,330

AAPL
AAPL

APPLE INC

COM
037833100
$22.69 M
3 %

89,121

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$17.88 M
2 %

98,036

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$16.27 M
2 %

31,403

AMZN
AMZN

AMAZON COM INC

COM
023135106
$15.35 M
2 %

69,922

STRV
STRV

EA SERIES TRUST

STRIVE 500 ETF
02072L680
$15.33 M
2 %

354,975

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
26922A222
$14.68 M
2 %

338,095

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$11.81 M
2 %

132,741

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$10.37 M
1 %

154,170

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$10.22 M
1 %

387,819

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