United Advisor Group, LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 11, 2025
Value $
$578M
Signature - Title
Kendra Means - Consultant
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by United Advisor Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. United Advisor Group, LLC reported 381 stock holdings with total value $578M as of Q2 2025. Top holdings included NVDA, AAPL, DGRW, STRV, and ACIO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 381 $578M +$87M -$32.5M +$54.5M NVDA, AAPL, DGRW, STRV, ACIO 13F-HR 8/11/2025, 03:31 PM
Q1 2025 346 $488M +$50.1M -$53.2M -$3.02M QQQM, AAPL, NVDA, DGRW, ACIO 13F-HR 4/21/2025, 01:51 PM
Q4 2024 363 $506M +$91M -$32.6M +$58.4M AAPL, NVDA, AMZN, DGRW, MSFT 13F-HR 2/24/2025, 09:59 AM
Q3 2024 342 $443M +$120M -$13.7M +$106M AAPL, NVDA, AMZN, DGRW, MSFT 13F-HR 10/30/2024, 02:13 PM
Q2 2024 260 $322M +$79.8M -$18.7M +$61.1M NVDA, AAPL, DGRW, UPS, MSFT 13F-HR 8/8/2024, 02:15 PM
Q1 2024 210 $266M +$205M -$13.8M +$192M NVDA, UPS, AAPL, AMZN, MSFT 13F-HR 5/14/2024, 11:44 AM
Q4 2023 51 $59.5M $0 $0 UPS, VEA, CBSH, PG, AMZN 13F-HR 2/15/2024, 09:03 PM