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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 7 of 28  ·  544 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BLCR BLACKROCK ETF TRUST 41,312.0 $2.1M 0.22% +2K +5.5% $50.37 -1.0%
122 SPHY SPDR SERIES TRUST 88,096.0 $2.1M 0.22% +9K +11.0% $23.44 -0.8%
123 JMUB J P MORGAN EXCHANGE TRADED F 40,251.0 $2.0M 0.21% -722.0 -1.8% $50.66 -1.9%
124 SEIM SEI EXCHANGE TRADED FUNDS 36,093.0 $2.0M 0.21% -2K -5.9% $56.15 -2.0%
125 CVX CHEVRON CORPORATION Energy 12,177.0 $2.0M 0.21% -243.0 -2.0% $165.75 +23.5%
126 IWD ISHARES TR 8,294.0 $2.0M 0.21% +673.0 +8.8% $242.43 +6.1%
127 SCHV SCHWAB STRATEGIC TR 56,439.0 $2.0M 0.21% +10K +22.3% $34.81 +0.8%
128 SEIV SEI EXCHANGE TRADED FUNDS 40,818.0 $2.0M 0.21% -2K -4.8% $48.00 +6.3%
129 INTC INTEL CORP Technology 14,025.0 $2.0M 0.21% +2K +14.2% $139.63 -31.2%
130 FBND FIDELITY MERRIMACK STR TR 43,011.0 $2.0M 0.21% +9K +28.2% $45.49 -1.4%
131 TTEQ T ROWE PRICE EXCHANGE-TRADED 42,933.0 $1.9M 0.20% +7K +19.7% $44.60 -6.6%
132 LLY ELI LILLY & CO Healthcare 1,561.0 $1.9M 0.20% +231.0 +17.4% $1199.40 +1.4%
133 CSCO CISCO SYS INC Technology 15,811.0 $1.9M 0.20% -264.0 -1.6% $117.46 -5.6%
134 PGR PROGRESSIVE CORP Financial Services 8,491.0 $1.9M 0.20% -117.0 -1.4% $218.44 -5.3%
135 DFUS DIMENSIONAL ETF TRUST 22,602.0 $1.9M 0.20% NEW $81.94 +2.5%
136 GSY INVESCO ACTIVELY MANAGED EXC 36,337.0 $1.8M 0.19% +11K +40.8% $50.15 +0.2%
137 MRK MERCK & CO INC Healthcare 14,125.0 $1.8M 0.19% -1K -7.5% $128.50 +6.0%
138 KO COCA COLA CO Consumer Defensive 22,090.0 $1.8M 0.19% +2K +9.0% $81.35 +9.2%
139 FLRN SPDR SERIES TRUST 56,603.0 $1.7M 0.18% NEW $30.85 -0.2%
140 TOUS T ROWE PRICE EXCHANGE-TRADED 45,170.0 $1.7M 0.18% +3K +7.3% $38.37 +3.4%
Page 7 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%