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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 15 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JNK SPDR SERIES TRUST 6,274.0 $605K 0.06% +387.0 +6.6% $96.37 -0.7%
282 VB VANGUARD INDEX FDS 1,991.0 $604K 0.06% $303.12 +0.2%
283 LOW LOWES COS INC Consumer Cyclical 2,731.0 $602K 0.06% +29.0 +1.1% $220.51 -2.2%
284 EMLC VANECK ETF TRUST 23,417.0 $599K 0.06% +3K +12.7% $25.56 +0.1%
285 VWOB VANGUARD WHITEHALL FDS 8,870.0 $596K 0.06% +871.0 +10.9% $67.24 -2.1%
286 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 17,600.0 $596K 0.06% $33.88 +8.0%
287 BK BANK OF NY MELLON CORP Financial Services 4,071.0 $589K 0.06% +196.0 +5.1% $144.59 -0.5%
288 NEE NEXTERA ENERGY INC Utilities 6,634.0 $582K 0.06% -745.0 -10.1% $87.77 -1.8%
289 DES WISDOMTREE TR 14,264.0 $580K 0.06% -404.0 -2.8% $40.68 +1.1%
290 QLD PROSHARES TR 5,956.0 $576K 0.06% -2K -24.3% $96.76 -6.3%
291 COIN COINBASE GLOBAL INC Financial Services 3,941.0 $576K 0.06% +202.0 +5.4% $146.19 +0.0%
292 DGRE WISDOMTREE TR 14,013.0 $572K 0.06% -1K -8.1% $40.85 -3.3%
293 NTAP NETAPP INC Technology 3,671.0 $568K 0.06% NEW $154.76 +32.3%
294 DFIS DIMENSIONAL ETF TRUST 16,106.0 $564K 0.06% NEW $35.03 +5.7%
295 IUSV ISHARES TR 5,109.0 $563K 0.06% +1K +30.2% $110.16 +4.1%
296 CPRT COPART INC Industrials 19,842.0 $559K 0.06% +4K +28.7% $28.19 +11.8%
297 FIXD FIRST TR EXCHNG TRADED FD VI 12,795.0 $558K 0.06% -317.0 -2.4% $43.61 -1.6%
298 TWLO TWILIO INC Communication Services 2,680.0 $553K 0.06% -1K -29.6% $206.33 +12.5%
299 HOOD ROBINHOOD MKTS INC Financial Services 5,464.0 $548K 0.06% -385.0 -6.6% $100.28 -8.7%
300 XLV SELECT SECTOR SPDR TR 3,415.0 $542K 0.06% -19.0 -0.6% $158.66 +7.0%
Page 15 of 28  ·  544 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%