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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 12 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 EMMF WISDOMTREE TR 23,205.0 $768K 0.10% +2K +10.6% $33.11 +13.8%
222 SHV ISHARES TR 6,830.0 $754K 0.09% NEW $110.40 -0.1%
223 NTSX WISDOMTREE TR 14,453.0 $754K 0.09% +2K +16.4% $52.15 +12.2%
224 MA MASTERCARD INCORPORATED Financial Services 1,495.0 $747K 0.09% -38.0 -2.5% $499.68 -0.0%
225 VYM VANGUARD WHITEHALL FDS 5,018.0 $743K 0.09% +1K +35.4% $148.09 +6.2%
226 USMF WISDOMTREE TR 15,009.0 $741K 0.09% -12K -44.3% $49.38 +6.0%
227 CIBR FIRST TR EXCHANGE-TRADED FD 11,772.0 $738K 0.09% +2K +16.2% $62.68 +31.1%
228 TOTR T ROWE PRICE ETF INC 18,251.0 $735K 0.09% -12K -39.9% $40.28 -1.0%
229 MBB ISHARES TR 7,586.0 $720K 0.09% +760.0 +11.1% $94.95 -1.1%
230 ROKU ROKU INC Communication Services 7,550.0 $714K 0.09% +75.0 +1.0% $94.62 +31.2%
231 SPTL SPDR SERIES TRUST 26,916.0 $708K 0.09% -1K -3.9% $26.30 -2.6%
232 QTEC FIRST TR EXCHANGE-TRADED FD 3,255.0 $703K 0.09% +167.0 +5.4% $216.01 +38.6%
233 MOAT VANECK ETF TRUST 7,110.0 $687K 0.09% -330.0 -4.4% $96.69 +4.7%
234 NEE NEXTERA ENERGY INC Utilities 7,379.0 $685K 0.08% +525.0 +7.7% $92.88 -3.4%
235 SEI EXCHANGE TRADED FUNDS 21,023.0 $685K 0.08% +2K +10.5% $32.60
236 MTUM ISHARES TR 2,735.0 $656K 0.08% +68.0 +2.5% $239.97 +25.9%
237 COIN COINBASE GLOBAL INC Financial Services 3,739.0 $653K 0.08% $174.61 +10.9%
238 VFMO VANGUARD WELLINGTON FD 3,303.0 $651K 0.08% $197.10 +15.8%
239 NET CLOUDFLARE INC Technology 3,126.0 $645K 0.08% -211.0 -6.3% $206.34 +3.1%
240 LOW LOWES COS INC Consumer Cyclical 2,702.0 $638K 0.08% -380.0 -12.3% $236.26 -8.0%
Page 12 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%