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Portfolio (Quarterly) Guide ↗

United Advisor Group, LLC

· CIK 0002004873
13F Portfolio $948M AUM 544 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 274 Added 129 Reduced 42 Exited
Page 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VIG VANGUARD SPECIALIZED FUNDS 2,583.0 $611K 0.06% -21.0 -0.8% $236.62 +3.4%
62 NOC NORTHROP GRUMMAN CORP Industrials 1,196.0 $609K 0.06% -32.0 -2.6% $509.31 +16.1%
63 NEE NEXTERA ENERGY INC Utilities 6,634.0 $582K 0.06% -745.0 -10.1% $87.77 -1.2%
64 DES WISDOMTREE TR 14,264.0 $580K 0.06% -404.0 -2.8% $40.68 +1.3%
65 QLD PROSHARES TR 5,956.0 $576K 0.06% -2K -24.3% $96.76 -5.9%
66 DGRE WISDOMTREE TR 14,013.0 $572K 0.06% -1K -8.1% $40.85 -2.8%
67 FIXD FIRST TR EXCHNG TRADED FD VI 12,795.0 $558K 0.06% -317.0 -2.4% $43.61 -1.6%
68 TWLO TWILIO INC Communication Services 2,680.0 $553K 0.06% -1K -29.6% $206.33 +13.5%
69 HOOD ROBINHOOD MKTS INC Financial Services 5,464.0 $548K 0.06% -385.0 -6.6% $100.28 -7.2%
70 XLV SELECT SECTOR SPDR TR 3,415.0 $542K 0.06% -19.0 -0.6% $158.66 +7.0%
71 TOTR T ROWE PRICE EXCHANGE-TRADED 13,429.0 $538K 0.06% -5K -26.4% $40.07 -1.4%
72 GLD SPDR GOLD TR Financial Services 1,450.0 $534K 0.06% -1K -45.3% $368.38 +8.7%
73 SUN SUNOCO LP/SUNOCO FIN CORP Energy 7,723.0 $521K 0.06% -370.0 -4.6% $67.50 +13.3%
74 AMGN AMGEN INC Healthcare 1,429.0 $517K 0.06% -84.0 -5.5% $362.12 +17.5%
75 WPM WHEATON PRECIOUS METALS CORP Basic Materials 4,582.0 $515K 0.05% -48.0 -1.0% $112.33 +18.4%
76 BLOCK INC 6,632.0 $504K 0.05% -50.0 -0.8% $76.00
77 CGDV CAPITAL GROUP DIVIDEND VALUE 9,955.0 $491K 0.05% -1K -10.9% $49.28 +2.5%
78 SPDW SPDR INDEX SHS FDS 9,356.0 $471K 0.05% -843.0 -8.3% $50.39 +2.0%
79 BA BOEING CO Industrials 2,165.0 $469K 0.05% -22.0 -1.0% $216.47 +4.0%
80 ENB ENBRIDGE INC Energy 8,469.0 $459K 0.05% -57.0 -0.7% $54.21 -5.4%
Page 4 of 7  ·  129 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 39.7%
Financial Services 17.4%
Consumer Cyclical 9.1%
Communication Services 8.4%
Industrials 7.3%
Consumer Defensive 5.9%
Healthcare 5.3%
Energy 3.5%
Real Estate 1.5%
Utilities 1.2%