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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 11 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 JMEE J P MORGAN EXCHANGE TRADED F 13,625.0 $910K 0.11% +209.0 +1.6% $66.77 +9.1%
202 SPEM SPDR INDEX SHS FDS 19,370.0 $909K 0.11% +5K +34.3% $46.91 +8.9%
203 VGT VANGUARD WORLD FD 1,292.0 $902K 0.11% +114.0 +9.7% $697.83 -83.6%
204 GSBD GOLDMAN SACHS BDC INC Financial Services 101,046.0 $897K 0.11% -4K -4.0% $8.88 +0.5%
205 QUAL ISHARES TR 4,661.0 $894K 0.11% -12K -72.1% $191.82 +10.9%
206 AMT AMERICAN TOWER CORP Real Estate 5,144.0 $888K 0.11% +660.0 +14.7% $172.58 +6.5%
207 VOOG VANGUARD ADMIRAL FDS INC 2,142.0 $873K 0.11% +124.0 +6.1% $407.69 -79.9%
208 UNH UNITEDHEALTH GROUP INC Healthcare 3,214.0 $870K 0.11% -330.0 -9.3% $270.59 +41.7%
209 SPMO INVESCO EXCH TRADED FD TR II 7,723.0 $866K 0.11% -572.0 -6.9% $112.11 +29.1%
210 HYD VANECK ETF TRUST 17,215.0 $863K 0.11% +8K +93.3% $50.14 +1.1%
211 HYGH ISHARES U S ETF TR 10,040.0 $859K 0.11% -372.0 -3.6% $85.61 +1.1%
212 EMB ISHARES TR 9,130.0 $858K 0.11% +434.0 +5.0% $93.93 +1.1%
213 SEIQ SEI EXCHANGE TRADED FUNDS 23,382.0 $851K 0.10% +2K +9.8% $36.41 +9.3%
214 FDX FEDEX CORP Industrials 2,355.0 $839K 0.10% -391.0 -14.2% $356.24 +9.2%
215 NOC NORTHROP GRUMMAN CORP Industrials 1,228.0 $838K 0.10% +129.0 +11.7% $682.24 -19.2%
216 PEP PEPSICO INC Consumer Defensive 5,350.0 $831K 0.10% +839.0 +18.6% $155.29 -4.1%
217 TBUX T ROWE PRICE ETF INC 15,816.0 $787K 0.10% -2K -12.5% $49.75 +0.3%
218 USMV ISHARES TR 8,466.0 $785K 0.10% +1K +14.4% $92.74 +3.6%
219 XLG INVESCO EXCHANGE TRADED FD T 14,338.0 $782K 0.10% +1K +8.9% $54.55 +16.4%
220 VOE VANGUARD INDEX FDS 4,178.0 $770K 0.10% -68.0 -1.6% $184.26 +4.5%
Page 11 of 26  ·  508 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%