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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $811M AUM 508 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New 269 Added 129 Reduced 37 Exited
Page 13 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CVNA CARVANA CO Consumer Cyclical 932.0 $293K 0.04% +16.0 +1.8% $314.38 -79.8%
242 FVD FIRST TR EXCHANGE-TRADED FD 6,213.0 $292K 0.04% +263.0 +4.4% $47.03 +0.9%
243 AGGY WISDOMTREE TR 6,715.0 $292K 0.04% +42.0 +0.6% $43.45 -0.5%
244 SEI EXCHANGE TRADED FUNDS 8,859.0 $290K 0.04% +753.0 +9.3% $32.75
245 USRT ISHARES TR 4,831.0 $286K 0.04% +159.0 +3.4% $59.20 +10.2%
246 CEG CONSTELLATION ENERGY CORP Utilities 1,015.0 $283K 0.04% +242.0 +31.3% $279.25 -6.7%
247 TT TRANE TECHNOLOGIES PLC Industrials 679.0 $283K 0.04% +30.0 +4.6% $416.74 +7.5%
248 DAL DELTA AIR LINES INC Industrials 4,214.0 $280K 0.04% +1K +37.7% $66.48 +1.9%
249 JIRE J P MORGAN EXCHANGE TRADED F 3,523.0 $267K 0.03% +409.0 +13.1% $75.74 +6.1%
250 SEI EXCHANGE TRADED FUNDS 9,463.0 $261K 0.03% +912.0 +10.7% $27.63
251 CAPE DOUBLELINE ETF TRUST 8,431.0 $260K 0.03% +1K +14.2% $30.85 +5.4%
252 MINT PIMCO ETF TR 2,578.0 $259K 0.03% +155.0 +6.4% $100.56 +0.0%
253 REGN REGENERON PHARMACEUTICALS Healthcare 335.0 $259K 0.03% +4.0 +1.2% $772.92 -18.5%
254 DJUL FIRST TR EXCHNG TRADED FD VI 5,511.0 $258K 0.03% +180.0 +3.4% $46.74 +6.1%
255 NYT NEW YORK TIMES CO MTN BE Communication Services 3,064.0 $257K 0.03% +100.0 +3.4% $83.73 -10.1%
256 RSJN FIRST TR EXCHNG TRADED FD VI 7,352.0 $254K 0.03% +349.0 +5.0% $34.53 +4.6%
257 VICI VICI PPTYS INC Real Estate 9,202.0 $251K 0.03% +1K +19.4% $27.32 +3.8%
258 IEUR ISHARES TR 3,533.0 $248K 0.03% +182.0 +5.4% $70.27 +7.1%
259 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 22,415.0 $247K 0.03% +883.0 +4.1% $11.02 +1.5%
260 VRTX VERTEX PHARMACEUTICALS INC Healthcare 545.0 $243K 0.03% +77.0 +16.4% $446.54 -2.7%
Page 13 of 14  ·  269 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.6%
Financial Services 18.1%
Consumer Cyclical 9.3%
Communication Services 8.9%
Industrials 7.1%
Energy 6.9%
Consumer Defensive 6.4%
Healthcare 5.8%
Real Estate 1.6%
Basic Materials 1.2%