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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 7 of 14  ·  269 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWF ISHARES TR 2,633.0 $1.1M 0.14% +295.0 +12.6% $426.40 -70.8%
122 LMT LOCKHEED MARTIN CORP Industrials 1,854.0 $1.1M 0.14% +62.0 +3.5% $604.34 -13.5%
123 CLIP GLOBAL X FDS 11,054.0 $1.1M 0.14% +3K +30.7% $100.36 -0.1%
124 GAIN GLADSTONE INVT CORP Financial Services 77,612.0 $1.1M 0.14% +7K +9.7% $14.20 +15.8%
125 TTEQ T ROWE PRICE ETF INC 35,870.0 $1.1M 0.13% +12K +49.5% $30.26 +37.7%
126 SHLD GLOBAL X FDS 14,996.0 $1.1M 0.13% +1K +8.2% $70.84 -9.1%
127 HYG ISHARES TR 13,056.0 $1.0M 0.13% +633.0 +5.1% $79.56 +0.4%
128 NFLX NETFLIX INC. Communication Services 10,662.0 $1.0M 0.13% +171.0 +1.6% $96.15 -7.1%
129 AMAT APPLIED MATLS INC Technology 2,978.0 $1.0M 0.12% +147.0 +5.2% $341.83 +25.0%
130 IJH ISHARES TR 15,066.0 $1.0M 0.12% +5K +53.5% $67.53 +8.0%
131 ICVT ISHARES TR 9,936.0 $1.0M 0.12% +943.0 +10.5% $101.79 +15.9%
132 QGRW WISDOMTREE TR 18,475.0 $987K 0.12% +5K +37.9% $53.43 +22.1%
133 PHYL PGIM ETF TR 28,373.0 $983K 0.12% +2K +8.4% $34.63 +1.2%
134 BUYW NORTHERN LTS FD TR IV 68,993.0 $971K 0.12% +10K +16.0% $14.08 +2.3%
135 NLR VANECK ETF TRUST 7,274.0 $969K 0.12% +311.0 +4.5% $133.19 -2.4%
136 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,850.0 $963K 0.12% +710.0 +33.2% $337.95 +18.8%
137 NOW SERVICENOW INC Technology 8,970.0 $938K 0.12% +6K +215.2% $104.55 -4.6%
138 GE GE AEROSPACE Industrials 3,223.0 $915K 0.11% +108.0 +3.5% $283.84 +6.3%
139 JMEE J P MORGAN EXCHANGE TRADED F 13,625.0 $910K 0.11% +209.0 +1.6% $66.77 +9.1%
140 SPEM SPDR INDEX SHS FDS 19,370.0 $909K 0.11% +5K +34.3% $46.91 +8.9%
Page 7 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%