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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 22 of 26  ·  508 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 SPSM SPDR SERIES TRUST 5,466.0 $264K 0.03% -425.0 -7.2% $48.32 +9.7%
422 TFLR T ROWE PRICE ETF INC 5,240.0 $264K 0.03% NEW $50.36 +1.2%
423 SEI EXCHANGE TRADED FUNDS 9,463.0 $261K 0.03% +912.0 +10.7% $27.63
424 CAPE DOUBLELINE ETF TRUST 8,431.0 $260K 0.03% +1K +14.2% $30.85 +5.1%
425 MINT PIMCO ETF TR 2,578.0 $259K 0.03% +155.0 +6.4% $100.56 +0.1%
426 REGN REGENERON PHARMACEUTICALS Healthcare 335.0 $259K 0.03% +4.0 +1.2% $772.92 -15.9%
427 MDT MEDTRONIC PLC Healthcare 2,970.0 $258K 0.03% -133.0 -4.3% $86.73 -9.9%
428 DJUL FIRST TR EXCHNG TRADED FD VI 5,511.0 $258K 0.03% +180.0 +3.4% $46.74 +6.2%
429 DG DOLLAR GEN CORP Consumer Defensive 2,169.0 $258K 0.03% -316.0 -12.7% $118.73 -11.5%
430 VRT VERTIV HOLDINGS CO Industrials 1,025.0 $257K 0.03% NEW $250.64 +25.9%
431 FIRST TR EXCH TRADED FD III 3,649.0 $257K 0.03% -593.0 -14.0% $70.36
432 NYT NEW YORK TIMES CO MTN BE Communication Services 3,064.0 $257K 0.03% +100.0 +3.4% $83.73 -11.3%
433 HUSV FIRST TR EXCH TRADED FD III 6,669.0 $256K 0.03% $38.34 +3.4%
434 LTPZ PIMCO ETF TR 5,000.0 $255K 0.03% $51.03 -1.2%
435 ETF SER SOLUTIONS 9,580.0 $255K 0.03% NEW $26.60
436 RSJN FIRST TR EXCHNG TRADED FD VI 7,352.0 $254K 0.03% +349.0 +5.0% $34.53 +4.8%
437 RWK INVESCO EXCH TRADED FD TR II 1,974.0 $253K 0.03% -50.0 -2.5% $128.26 +7.2%
438 FDL FIRST TR EXCHANGE-TRADED FD 4,976.0 $253K 0.03% $50.80 -0.7%
439 VICI VICI PPTYS INC Real Estate 9,202.0 $251K 0.03% +1K +19.4% $27.32 +4.0%
440 SBUX STARBUCKS CORP Consumer Cyclical 2,788.0 $250K 0.03% $89.59 +18.9%
Page 22 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%