13F Filings History of United Advisor Group, LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$778,898,393
Signature - Title
Desaree Tatum - Team Lead, Compliance Support
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by United Advisor Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. United Advisor Group, LLC reported 469 stock holdings with total value $778,898,393 as of Q4 2025. Top holdings included NVDA, AAPL, PLTR, STRV, and AMZN.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 469 $778,898,393 +$70,308,806 -$40,087,536 +$30,221,270 NVDA, AAPL, PLTR, STRV, AMZN 13F-HR 26 Jan 2026, 10:06
Q3 2025 450 $743,181,476 +$150,652,576 -$18,724,367 +$131,928,209 NVDA, AAPL, PLTR, MSFT, AMZN 13F-HR 12 Nov 2025, 13:50
Q2 2025 381 $578,416,032 +$86,995,816 -$32,514,644 +$54,481,172 NVDA, AAPL, DGRW, STRV, ACIO 13F-HR 11 Aug 2025, 15:31
Q1 2025 346 $487,673,546 +$50,141,818 -$53,161,845 -$3,020,027 QQQM, AAPL, NVDA, DGRW, ACIO 13F-HR 21 Apr 2025, 13:51
Q4 2024 363 $505,568,534 +$91,031,472 -$32,627,089 +$58,404,383 AAPL, NVDA, AMZN, DGRW, MSFT 13F-HR 24 Feb 2025, 09:59
Q3 2024 342 $442,524,387 +$119,673,039 -$13,745,271 +$105,927,768 AAPL, NVDA, AMZN, DGRW, MSFT 13F-HR 30 Oct 2024, 14:13
Q2 2024 260 $321,775,677 +$79,757,065 -$18,676,470 +$61,080,595 NVDA, AAPL, DGRW, UPS, MSFT 13F-HR 08 Aug 2024, 14:15
Q1 2024 210 $266,076,131 +$205,369,799 -$15,891,914 +$189,477,885 NVDA, UPS, AAPL, AMZN, MSFT 13F-HR 14 May 2024, 11:44
Q4 2023 57 $74,280,456 $0 $0 $0 UPS, MSFT, SCHX, VEA, CBSH 13F-HR 15 Feb 2024, 21:03