United Advisor Group, LLC
Net seller this quarter
$948M
251
-$1.06M
15.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $28.8M | 3.04% | 0.00% | -0.6% | Q1 2024 |
 AAPL | $25.5M | 2.69% | 0.00% | +0.3% | Q1 2024 |
 AMZN | $17.1M | 1.81% | 0.00% | -2.3% | Q1 2024 |
 MSFT | $16M | 1.69% | 0.00% | +11.7% | Q1 2024 |
 GOOGL | $12.9M | 1.36% | 0.00% | -2.7% | Q1 2024 |
 PLTR | $11.6M | 1.23% | 0.00% | +1.1% | Q1 2024 |
 FRDM | $8.23M | 0.87% | Not reported | +18.9% | Q3 2025 |
 AMD | $8.11M | 0.86% | 0.00% | -28.5% | Q1 2024 |
 TSLA | $8.01M | 0.85% | 0.00% | +2.6% | Q1 2024 |
 JPM | $7.78M | 0.82% | 0.00% | +3.3% | Q1 2024 |
 UPS | $7.68M | 0.81% | 0.01% | -0.7% | Q1 2024 |
 META | $6.67M | 0.70% | Not reported | +0.7% | Q1 2024 |
 MU | $6.11M | 0.65% | 0.00% | -2.3% | Q3 2024 |
 WMT | $4.64M | 0.49% | 0.00% | +3.4% | Q1 2024 |
 ARDC | $4.47M | 0.47% | Not reported | -1.4% | Q1 2024 |
 DPG | $3.76M | 0.40% | Not reported | -18.1% | Q1 2024 |
 PG | $3.69M | 0.39% | 0.00% | +0.9% | Q1 2024 |
 OCSL | $3.5M | 0.37% | 0.33% | +2.6% | Q1 2024 |
 ASML | $3.26M | 0.34% | 0.00% | -0.4% | Q1 2025 |
 QQQ | $3.24M | 0.34% | Not reported | +7.2% | Q1 2024 |
 V | $3.14M | 0.33% | 0.00% | +10.8% | Q1 2024 |
 GBDC | $3.13M | 0.33% | 0.09% | +0.3% | Q1 2024 |
 IMCB | $3.12M | 0.33% | 0.04% | +5.1% | Q4 2024 |
 FSK | $3.05M | 0.32% | 0.10% | +1.3% | Q1 2024 |
 BW | $3.03M | 0.32% | 0.14% | New | Q2 2026 |
 VZ | $2.97M | 0.31% | 0.00% | +4.0% | Q1 2024 |
| IDEV | $2.97M | 0.31% | Not reported | +20.4% | Q1 2024 |
 STWD | $2.9M | 0.31% | 0.05% | +1.9% | Q1 2024 |
 SPY | $2.87M | 0.30% | Not reported | +1.5% | Q1 2024 |
 PM | $2.78M | 0.29% | 0.00% | +1.6% | Q1 2024 |
| GOOG | $2.72M | 0.29% | Not reported | +0.9% | Q1 2024 |
 AVGO | $2.71M | 0.29% | 0.00% | +35.0% | Q2 2024 |
 MFIC | $2.67M | 0.28% | 0.32% | -1.9% | Q1 2024 |
 IREN | $2.63M | 0.28% | 0.02% | +43.3% | Q1 2026 |
 EPD | $2.55M | 0.27% | 0.00% | 0.0% | Q1 2024 |
 MO | $2.54M | 0.27% | 0.00% | -0.5% | Q1 2024 |
 SHOP | $2.53M | 0.27% | 0.01% | +3.2% | Q3 2024 |
 COST | $2.42M | 0.26% | 0.00% | -3.2% | Q1 2024 |
 AMAT | $2.36M | 0.25% | 0.00% | +9.7% | Q1 2024 |
 JNJ | $2.29M | 0.24% | 0.00% | +2.4% | Q1 2024 |
 CAT | $2.29M | 0.24% | 0.00% | +3.9% | Q2 2024 |
 PFE | $2.14M | 0.23% | 0.00% | -1.3% | Q2 2024 |
 IBM | $2.11M | 0.22% | 0.00% | +24.9% | Q1 2024 |
 ARCC | $2.1M | 0.22% | 0.02% | +0.8% | Q1 2024 |
 CVX | $2.02M | 0.21% | 0.00% | -2.0% | Q1 2024 |
 INTC | $1.96M | 0.21% | 0.00% | +14.2% | Q3 2024 |
 LLY | $1.87M | 0.20% | 0.00% | +17.4% | Q3 2024 |
 CSCO | $1.86M | 0.20% | 0.00% | -1.6% | Q3 2024 |
 PGR | $1.85M | 0.20% | 0.00% | -1.4% | Q1 2024 |
 MRK | $1.82M | 0.19% | 0.00% | -7.6% | Q1 2024 |
| Q1 2026 | |||||
| NVDA | $25.3M | 3.11% | 0.00% | +1.9% | Q1 2024 |
| AAPL | $22.3M | 2.75% | 0.00% | +0.4% | Q1 2024 |
| AMZN | $15.3M | 1.89% | 0.00% | +6.2% | Q1 2024 |
| PLTR | $14.4M | 1.78% | 0.00% | +3.9% | Q1 2024 |
| MSFT | $14.2M | 1.75% | 0.00% | +17.7% | Q1 2024 |
| GOOGL | $10.7M | 1.31% | 0.00% | +1.3% | Q1 2024 |
| UPS | $7.08M | 0.87% | 0.01% | +4.2% | Q1 2024 |
| TSLA | $6.9M | 0.85% | 0.00% | +2.0% | Q1 2024 |
 XOM | $6.85M | 0.84% | 0.00% | -3.4% | Q1 2024 |
| JPM | $6.77M | 0.83% | 0.00% | +8.7% | Q1 2024 |
| META | $6.73M | 0.83% | Not reported | -3.2% | Q1 2024 |
| FRDM | $5.19M | 0.64% | Not reported | +15.4% | Q3 2025 |
| WMT | $4.93M | 0.61% | 0.00% | +0.9% | Q1 2024 |
| DPG | $4.47M | 0.55% | Not reported | -8.0% | Q1 2024 |
| ARDC | $4.36M | 0.54% | Not reported | +2.5% | Q1 2024 |
| AMD | $3.98M | 0.49% | 0.00% | -2.5% | Q1 2024 |
| PG | $3.6M | 0.44% | 0.00% | +0.8% | Q1 2024 |
| VZ | $3.39M | 0.42% | 0.00% | +2.1% | Q1 2024 |
| OCSL | $3.23M | 0.40% | 0.32% | +27.3% | Q1 2024 |
| GBDC | $3.07M | 0.38% | 0.09% | +12.6% | Q1 2024 |
| MFIC | $3.04M | 0.37% | 0.32% | +5.6% | Q1 2024 |
| STWD | $2.99M | 0.37% | 0.05% | +7.7% | Q1 2024 |
| FSK | $2.92M | 0.36% | 0.10% | +17.6% | Q1 2024 |
| COST | $2.66M | 0.33% | 0.00% | 0.0% | Q1 2024 |
| EPD | $2.63M | 0.32% | 0.00% | +4.2% | Q1 2024 |
| CVX | $2.57M | 0.32% | 0.00% | -6.0% | Q1 2024 |
| IMCB | $2.56M | 0.32% | 0.04% | -1.6% | Q4 2024 |
| SHOP | $2.55M | 0.31% | 0.01% | -2.8% | Q3 2024 |
| PFE | $2.53M | 0.31% | 0.00% | +1.0% | Q2 2024 |
| PM | $2.5M | 0.31% | 0.00% | +9.6% | Q1 2024 |
| V | $2.49M | 0.31% | 0.00% | +2.1% | Q1 2024 |
| SPY | $2.46M | 0.30% | Not reported | +10.7% | Q1 2024 |
| QQQ | $2.37M | 0.29% | Not reported | -2.4% | Q1 2024 |
| MO | $2.34M | 0.29% | 0.00% | +10.3% | Q1 2024 |
| IDEV | $2.31M | 0.29% | Not reported | +21.1% | Q1 2024 |
| GOOG | $2.19M | 0.27% | Not reported | -0.6% | Q1 2024 |
| ASML | $2.17M | 0.27% | 0.00% | +72.7% | Q1 2025 |
| JNJ | $2.15M | 0.27% | 0.00% | +1.4% | Q1 2024 |
 NBIS | $2.09M | 0.26% | 0.01% | +15.6% | Q4 2025 |
| ARCC | $2.02M | 0.25% | 0.02% | +6.2% | Q1 2024 |
 MPC | $2M | 0.25% | 0.00% | -2.3% | Q1 2025 |
| MRK | $1.84M | 0.23% | 0.00% | +2.9% | Q1 2024 |
| MU | $1.83M | 0.23% | 0.00% | -1.0% | Q3 2024 |
| PGR | $1.71M | 0.21% | 0.00% | +30.6% | Q1 2024 |
 BMY | $1.67M | 0.21% | 0.00% | +2.1% | Q1 2024 |
 CGCP | $1.65M | 0.20% | Not reported | +23.3% | Q2 2025 |
| AVGO | $1.65M | 0.20% | 0.00% | -9.2% | Q2 2024 |
 MCD | $1.61M | 0.20% | 0.00% | 0.0% | Q1 2024 |
| SPAB | $1.61M | 0.20% | Not reported | +19.5% | Q1 2025 |
 BRK.B | $1.57M | 0.19% | Not reported | +6.9% | Q1 2024 |
| Q4 2025 | |||||
| NVDA | $26.5M | 3.31% | 0.00% | -3.5% | Q1 2024 |
| AAPL | $23.8M | 2.96% | 0.00% | -1.9% | Q1 2024 |
| PLTR | $16.9M | 2.10% | 0.00% | -3.2% | Q1 2024 |
| AMZN | $16M | 2.00% | 0.00% | -0.8% | Q1 2024 |
| MSFT | $15.8M | 1.97% | 0.00% | +4.0% | Q1 2024 |
| GOOGL | $11.5M | 1.43% | 0.00% | -4.6% | Q1 2024 |
| TSLA | $8.19M | 1.02% | 0.00% | -20.1% | Q1 2024 |
| META | $8.02M | 1.00% | Not reported | +8.2% | Q1 2024 |
| UPS | $6.85M | 0.85% | 0.01% | +2.8% | Q1 2024 |
| JPM | $6.82M | 0.85% | 0.00% | +1.2% | Q1 2024 |
| XOM | $5.03M | 0.63% | 0.00% | +0.4% | Q1 2024 |
| ARDC | $4.65M | 0.58% | Not reported | -0.5% | Q1 2024 |
| WMT | $4.38M | 0.55% | 0.00% | +5.3% | Q1 2024 |
| AMD | $4.29M | 0.53% | 0.00% | -10.6% | Q1 2024 |
| DPG | $4.28M | 0.53% | Not reported | -4.7% | Q1 2024 |
| FRDM | $4.22M | 0.53% | Not reported | +11.5% | Q3 2025 |
| FSK | $3.62M | 0.45% | 0.09% | -12.7% | Q1 2024 |
| SHOP | $3.56M | 0.44% | 0.01% | -22.7% | Q3 2024 |
| PG | $3.55M | 0.44% | 0.00% | -1.4% | Q1 2024 |
| MFIC | $2.93M | 0.36% | 0.28% | -5.6% | Q1 2024 |
| GBDC | $2.92M | 0.36% | 0.08% | -2.5% | Q1 2024 |
| STWD | $2.91M | 0.36% | 0.04% | -1.5% | Q1 2024 |
| OCSL | $2.86M | 0.36% | 0.25% | -13.4% | Q1 2024 |
| V | $2.84M | 0.35% | 0.00% | +1.0% | Q1 2024 |
| VZ | $2.69M | 0.34% | 0.00% | -5.2% | Q1 2024 |
| IMCB | $2.58M | 0.32% | 0.04% | +2.2% | Q4 2024 |
| QQQ | $2.58M | 0.32% | Not reported | -2.0% | Q1 2024 |
| GOOG | $2.41M | 0.30% | Not reported | +1.7% | Q1 2024 |
| SPY | $2.33M | 0.29% | Not reported | -3.9% | Q1 2024 |
| COST | $2.31M | 0.29% | 0.00% | -1.7% | Q1 2024 |
| PFE | $2.23M | 0.28% | 0.00% | +49.3% | Q2 2024 |
| PM | $2.21M | 0.28% | 0.00% | +10.0% | Q1 2024 |
| EPD | $2.14M | 0.27% | 0.00% | +2.6% | Q1 2024 |
| ARCC | $2.14M | 0.27% | 0.01% | +0.2% | Q1 2024 |
| IBM | $2.03M | 0.25% | 0.00% | +1.1% | Q1 2024 |
| AVGO | $2.03M | 0.25% | 0.00% | +30.8% | Q2 2024 |
| CVX | $2.01M | 0.25% | 0.00% | -9.6% | Q1 2024 |
 OPEN | $1.89M | 0.24% | 0.03% | New | Q4 2025 |
| IDEV | $1.89M | 0.24% | Not reported | +1.8% | Q1 2024 |
| MO | $1.85M | 0.23% | 0.00% | +8.0% | Q1 2024 |
| JNJ | $1.8M | 0.22% | 0.00% | +10.8% | Q1 2024 |
 BAC | $1.6M | 0.20% | 0.00% | -3.5% | Q1 2024 |
| LLY | $1.6M | 0.20% | 0.00% | +24.6% | Q3 2024 |
 CBSH | $1.6M | 0.20% | 0.02% | -1.5% | Q1 2024 |
| MCD | $1.58M | 0.20% | 0.00% | -0.1% | Q1 2024 |
| GLD | $1.57M | 0.20% | 0.00% | -2.2% | Q1 2025 |
| MRK | $1.56M | 0.19% | 0.00% | +2.4% | Q1 2024 |
| MU | $1.56M | 0.19% | 0.00% | -24.7% | Q3 2024 |
| BRK.B | $1.54M | 0.19% | Not reported | +6.2% | Q1 2024 |
 ISRG | $1.5M | 0.19% | 0.00% | -5.7% | Q1 2024 |
| Q3 2025 | |||||
| NVDA | $27.5M | 3.70% | 0.00% | +17.2% | Q1 2024 |
| AAPL | $22.7M | 3.05% | 0.00% | +27.0% | Q1 2024 |
| PLTR | $17.9M | 2.41% | 0.00% | +8.7% | Q1 2024 |
| MSFT | $16.3M | 2.19% | 0.00% | +28.7% | Q1 2024 |
| AMZN | $15.4M | 2.07% | 0.00% | +44.0% | Q1 2024 |
| TSLA | $10.1M | 1.36% | 0.00% | +63.7% | Q1 2024 |
| GOOGL | $9.32M | 1.25% | 0.00% | +126.8% | Q1 2024 |
| META | $8.25M | 1.11% | Not reported | +106.1% | Q1 2024 |
| JPM | $6.59M | 0.89% | 0.00% | +16.5% | Q1 2024 |
| UPS | $5.62M | 0.76% | 0.01% | +4.4% | Q1 2024 |
| ARDC | $4.95M | 0.67% | Not reported | +4.6% | Q1 2024 |
| XOM | $4.69M | 0.63% | 0.00% | -13.5% | Q1 2024 |
| DPG | $4.56M | 0.61% | Not reported | +2.4% | Q1 2024 |
| SHOP | $4.25M | 0.57% | 0.01% | Not reported | Q3 2024 |
| FSK | $4.18M | 0.56% | 0.10% | +4.3% | Q1 2024 |
 COIN | $4.08M | 0.55% | 0.00% | Not reported | Q4 2024 |
| PG | $3.86M | 0.52% | 0.00% | +26.6% | Q1 2024 |
| WMT | $3.85M | 0.52% | 0.00% | +13.2% | Q1 2024 |
| AMD | $3.63M | 0.49% | 0.00% | +554.4% | Q1 2024 |
| OCSL | $3.38M | 0.45% | 0.29% | +13.0% | Q1 2024 |
| FRDM | $3.27M | 0.44% | Not reported | New | Q3 2025 |
| MFIC | $3.25M | 0.44% | 0.29% | +5.4% | Q1 2024 |
| STWD | $3.17M | 0.43% | 0.04% | +6.6% | Q1 2024 |
| VZ | $3.07M | 0.41% | 0.00% | +39.1% | Q1 2024 |
| GBDC | $3.02M | 0.41% | 0.08% | +2.9% | Q1 2024 |
| V | $2.73M | 0.37% | 0.00% | +27.0% | Q1 2024 |
| QQQ | $2.58M | 0.35% | Not reported | -6.1% | Q1 2024 |
| IMCB | $2.54M | 0.34% | 0.04% | +33.8% | Q4 2024 |
| COST | $2.52M | 0.34% | 0.00% | +27.2% | Q1 2024 |
| SPY | $2.37M | 0.32% | Not reported | +32.9% | Q1 2024 |
| CVX | $2.27M | 0.31% | 0.00% | +127.2% | Q1 2024 |
| ARCC | $2.15M | 0.29% | 0.01% | +14.3% | Q1 2024 |
| PM | $2.03M | 0.27% | 0.00% | +20.1% | Q1 2024 |
| EPD | $2.03M | 0.27% | 0.00% | +0.3% | Q1 2024 |
| MO | $1.96M | 0.26% | 0.00% | +14.2% | Q1 2024 |
| IBIT | $1.96M | 0.26% | 0.00% | +130.5% | Q2 2025 |
| IBM | $1.91M | 0.26% | 0.00% | +45.4% | Q1 2024 |
| GOOG | $1.84M | 0.25% | Not reported | +21.3% | Q1 2024 |
| IDEV | $1.8M | 0.24% | Not reported | +1.6% | Q1 2024 |
| CBSH | $1.76M | 0.24% | 0.02% | -1.8% | Q1 2024 |
| PGR | $1.62M | 0.22% | 0.00% | +6.4% | Q1 2024 |
| MCD | $1.58M | 0.21% | 0.00% | +33.6% | Q1 2024 |
| BAC | $1.56M | 0.21% | 0.00% | +18.9% | Q1 2024 |
| PFE | $1.53M | 0.21% | 0.00% | +297.9% | Q2 2024 |
| MPC | $1.51M | 0.20% | 0.00% | +0.3% | Q1 2025 |
 HD | $1.49M | 0.20% | 0.00% | +27.8% | Q1 2024 |
 ROKU | $1.48M | 0.20% | 0.01% | Not reported | Q3 2024 |
| AVGO | $1.48M | 0.20% | 0.00% | -26.4% | Q2 2024 |
| BRK.B | $1.45M | 0.20% | Not reported | +4.9% | Q1 2024 |
| JNJ | $1.45M | 0.20% | 0.00% | +27.1% | Q1 2024 |