United Advisor Group, LLC - Portfolio overview

United Advisor Group, LLC has 534 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 3.08%
2. AAPL - APPLE INC, 2.72%
3. STRV - EA SERIES TRUST, 1.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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