United Advisor Group, LLC

Q2 2025 13F Holdings

  • Location
    cincinnati, OH
  • Num holdings

    381

  • Value ($000)

    $578,416

  • Date Filed
    08/11/2025
  • 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 Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$19.86 M
3 %

125,697

AAPL
AAPL

APPLE INC

COM
037833100
$14.40 M
3 %

70,192

DGRW
DGRW

WISDOMTREE TR

US QTLY DIV GRT
97717X669
$13.32 M
2 %

159,032

STRV
STRV

EA SERIES TRUST

STRIVE 500 ETF
02072L680
$12.86 M
2 %

321,115

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
26922A222
$12.69 M
2 %

306,475

PLTR
PLTR

PALANTIR TECHNOLOGIES INC

CL A
69608A108
$12.29 M
2 %

90,172

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.14 M
2 %

24,407

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.65 M
2 %

48,565

RDVY
RDVY

FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV
33738R506
$9.27 M
2 %

147,738

DLN
DLN

WISDOMTREE TR

US LARGECAP DIVD
97717W307
$8.92 M
2 %

108,544

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