United-Advisor-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MPWR",
  "QRVO",
  "TROW",
  "NLY",
  null,
  null,
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "MAIN",
  null,
  null,
  null,
  "GOOGL",
  null,
  "VDE",
  null,
  null,
  null,
  null,
  "ASML",
  "T",
  "BLK",
  null,
  null,
  "CAT",
  "AVGO",
  "MFIC",
  "LOW",
  "ARCC",
  null,
  null,
  null,
  null,
  null,
  null,
  "DUK",
  "D",
  null,
  "PDI",
  null,
  "SAND",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MVT",
  "CION",
  "ARDC",
  "FITB",
  "GILD",
  null,
  "HON",
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  "ISRG",
  "EMXC",
  null,
  null,
  "HWM",
  "AMAT",
  "EMR",
  "BCSF",
  "BKNG",
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "DBL",
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  null,
  "MPC",
  "PWR",
  null,
  "MA",
  "MDT",
  null,
  "MSFT",
  null,
  "GE",
  null,
  "ORLY",
  "DLN",
  "BX",
  "DG",
  "IJR",
  "KR",
  "NOC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PYPL",
  null,
  "PEP",
  null,
  "PGR",
  "IEMG",
  "GSBD",
  "GBDC",
  "IVV",
  null,
  null,
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "GS",
  "ENB",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "REGN",
  null,
  null,
  null,
  "IEFA",
  null,
  "SCHX",
  null,
  null,
  null,
  "SPG",
  "ROP",
  "RTX",
  "SPDW",
  "GLD",
  null,
  "SPYG",
  null,
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "TEL",
  "TGT",
  "TMO",
  "TRV",
  "UBER",
  "UPS",
  "BIV",
  "VO",
  "NEM",
  "SDGR",
  "VV",
  "VOE",
  "SUN",
  "TCPC",
  "VWO",
  null,
  null,
  null,
  null,
  "CGBD",
  null,
  null,
  "DSL",
  "VIG",
  "GAIN",
  null,
  null,
  "TSM",
  null,
  "FSK",
  "VYM",
  null,
  null,
  "STWD",
  "AFL",
  "AMD",
  "EL",
  "SDY",
  "DLTR",
  "WM",
  null,
  null,
  "DPG",
  null,
  "VIGI",
  "AMZN",
  null,
  null,
  null,
  null,
  "IVE",
  null,
  null,
  null,
  "VGT",
  "VUG",
  "VEA",
  "MGK",
  "VOOG",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "VICI",
  "WMT",
  "WBA",
  null,
  null,
  "WPM",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WYNN",
  null,
  "IUSG",
  null,
  null,
  null,
  "KGS",
  "SCHD",
  "ET",
  "SCHG",
  null,
  "SCHA",
  "IEP",
  null,
  "SO",
  "CRM",
  null,
  "LYV",
  "MTUM",
  null,
  null,
  "IUSV",
  null,
  "SPYV",
  null,
  null,
  "FDX",
  "BAC",
  "BARK",
  "BK",
  "BRK-B",
  null,
  "BMY",
  "BTI",
  "BR",
  null,
  "CVNA",
  "CHE",
  "CVX",
  "CINF",
  "CMG",
  "CTAS",
  "CSCO",
  "KO",
  "CBSH",
  "COP",
  "CPRT",
  "COST",
  "CPNG",
  "CRWD",
  "FANG",
  null,
  "DOCU",
  "RSP",
  "USMV",
  "NEE",
  "QQQ",
  null,
  "EPD",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  null,
  "APO",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 346
Total Value: 487673546
Accession Number: 0002004873-25-000002
Form Type: 13F-HR
CIK: united-advisor-group
Manager Name: United-Advisor-Group

Data Enrichment

60% identified

207 identified139 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

346 positions • $487.7M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 13 of 18

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808524409

Shares:13.8K

Value:$367.3K

% of Portfolio:0.1% ($367.3K/$487.7M)

WYNN RESORTS LTD

WYNN|983134107

Shares:4.4K

Value:$366.9K

% of Portfolio:0.1% ($366.9K/$487.7M)

INTUIT INC.

INTU|461202103

Shares:594

Value:$364.7K

% of Portfolio:0.1% ($364.7K/$487.7M)

72201R775

Shares:3.9K

Value:$363.8K

% of Portfolio:0.1% ($363.8K/$487.7M)

46432F396

MTUM|46432F396

Shares:1.8K

Value:$363.5K

% of Portfolio:0.1% ($363.5K/$487.7M)

78464A763

SDY|78464A763

Shares:2.7K

Value:$361.5K

% of Portfolio:0.1% ($361.5K/$487.7M)

Walt Disney Co

DIS|254687106

Shares:3.6K

Value:$358.5K

% of Portfolio:0.1% ($358.5K/$487.7M)

33738R118

Shares:4.9K

Value:$357.9K

% of Portfolio:0.1% ($357.9K/$487.7M)

46429B697

USMV|46429B697

Shares:3.8K

Value:$357.1K

% of Portfolio:0.1% ($357.1K/$487.7M)

Qorvo, Inc.

QRVO|74736K101

Shares:4.9K

Value:$351.4K

% of Portfolio:0.1% ($351.4K/$487.7M)

14020V108

Shares:10.5K

Value:$349.8K

% of Portfolio:0.1% ($349.8K/$487.7M)

British American Tobacco p.l.c.

BTI|110448107

Shares:8.5K

Value:$349.7K

% of Portfolio:0.1% ($349.7K/$487.7M)

92206C771

Shares:7.5K

Value:$348.9K

% of Portfolio:0.1% ($348.9K/$487.7M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.4K

Value:$348.5K

% of Portfolio:0.1% ($348.5K/$487.7M)

464287663

IUSV|464287663

Shares:3.8K

Value:$348.4K

% of Portfolio:0.1% ($348.4K/$487.7M)

316188200

Shares:6.9K

Value:$345.9K

% of Portfolio:0.1% ($345.9K/$487.7M)

81369Y886

Shares:4.4K

Value:$343.8K

% of Portfolio:0.1% ($343.8K/$487.7M)

97717X511

Shares:7.9K

Value:$343.0K

% of Portfolio:0.1% ($343.0K/$487.7M)

922908512

VOE|922908512

Shares:2.1K

Value:$341.1K

% of Portfolio:0.1% ($341.1K/$487.7M)

Uber Technologies, Inc

UBER|90353T100

Shares:4.7K

Value:$339.2K

% of Portfolio:0.1% ($339.2K/$487.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip808524409)✕	13.8K	QoQ +12.71% (+1.6K) YoY +265.14% (+10.0K)	All Managers (Combined)	$367.3K	0.1% ($367.3K/$487.7M)	QoQ +14.92% (+$47.7K) YoY +27.73% (+$79.7K)
WYNN RESORTS LTD(WYNNcusip983134107)	4.4K	QoQ NEW(+4.4K) YoY NEW(+4.4K)	All Managers (Combined)	$366.9K	0.1% ($366.9K/$487.7M)	QoQ NEW(+$366.9K) YoY NEW(+$366.9K)
INTUIT INC.(INTUcusip461202103)	594	QoQ +65.45% (+235) YoY +83.33% (+270)	All Managers (Combined)	$364.7K	0.1% ($364.7K/$487.7M)	QoQ +61.63% (+$139.1K) YoY +73.17% (+$154.1K)
(cusip72201R775)✕	3.9K	QoQ +7.54% (+276) YoY +1.10% (+43)	All Managers (Combined)	$363.8K	0.1% ($363.8K/$487.7M)	QoQ +10.00% (+$33.1K) YoY +1.78% (+$6.4K)
(MTUMcusip46432F396)	1.8K	QoQ +20.10% (+301) YoY NEW(+1.8K)	All Managers (Combined)	$363.5K	0.1% ($363.5K/$487.7M)	QoQ +17.32% (+$53.7K) YoY NEW(+$363.5K)
(SDYcusip78464A763)	2.7K	QoQ +2.77% (+72) YoY +73.38% (+1.1K)	All Managers (Combined)	$361.5K	0.1% ($361.5K/$487.7M)	QoQ +5.53% (+$19.0K) YoY +79.23% (+$159.8K)
Walt Disney Co(DIScusip254687106)	3.6K	QoQ -24.44% (-1.2K) YoY NEW(+3.6K)	All Managers (Combined)	$358.5K	0.1% ($358.5K/$487.7M)	QoQ -33.01% (-$176.7K) YoY NEW(+$358.5K)
(cusip33738R118)✕	4.9K	QoQ +11.18% (+489) YoY NEW(+4.9K)	All Managers (Combined)	$357.9K	0.1% ($357.9K/$487.7M)	QoQ +4.30% (+$14.8K) YoY NEW(+$357.9K)
(USMVcusip46429B697)	3.8K	QoQ -24.05% (-1.2K) YoY NEW(+3.8K)	All Managers (Combined)	$357.1K	0.1% ($357.1K/$487.7M)	QoQ -19.89% (-$88.7K) YoY NEW(+$357.1K)
Qorvo, Inc.(QRVOcusip74736K101)	4.9K	QoQ NEW(+4.9K) YoY NEW(+4.9K)	All Managers (Combined)	$351.4K	0.1% ($351.4K/$487.7M)	QoQ NEW(+$351.4K) YoY NEW(+$351.4K)
(cusip14020V108)✕	10.5K	QoQ 0.00% (-0) YoY NEW(+10.5K)	All Managers (Combined)	$349.8K	0.1% ($349.8K/$487.7M)	QoQ -4.48% (-$16.4K) YoY NEW(+$349.8K)
British American Tobacco p.l.c.(BTIcusip110448107)	8.5K	QoQ -11.80% (-1.1K) YoY -8.71% (-807)	All Managers (Combined)	$349.7K	0.1% ($349.7K/$487.7M)	QoQ +0.46% (-$1.6K) YoY +23.81% (-$67.3K)
(cusip92206C771)✕	7.5K	QoQ +61.44% (+2.9K) YoY NEW(+7.5K)	All Managers (Combined)	$348.9K	0.1% ($348.9K/$487.7M)	QoQ +64.89% (+$137.3K) YoY NEW(+$348.9K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.4K	QoQ -78.30% (-12.2K) YoY +191.65% (+2.2K)	All Managers (Combined)	$348.5K	0.1% ($348.5K/$487.7M)	QoQ -81.54% (-$1.5M) YoY +66.02% (+$138.6K)
(IUSVcusip464287663)	3.8K	QoQ +3.08% (+113) YoY NEW(+3.8K)	All Managers (Combined)	$348.4K	0.1% ($348.4K/$487.7M)	QoQ +2.75% (+$9.3K) YoY NEW(+$348.4K)
(cusip316188200)✕	6.9K	QoQ +2.57% (+173) YoY NEW(+6.9K)	All Managers (Combined)	$345.9K	0.1% ($345.9K/$487.7M)	QoQ +3.90% (+$13.0K) YoY NEW(+$345.9K)
(cusip81369Y886)✕	4.4K	QoQ +9.02% (+361) YoY NEW(+4.4K)	All Managers (Combined)	$343.8K	0.1% ($343.8K/$487.7M)	QoQ +13.56% (+$41.1K) YoY NEW(+$343.8K)
(cusip97717X511)✕	7.9K	QoQ -16.92% (-1.6K) YoY -36.89% (-4.6K)	All Managers (Combined)	$343.0K	0.1% ($343.0K/$487.7M)	QoQ -15.93% (-$65.0K) YoY -36.85% (-$200.2K)
(VOEcusip922908512)	2.1K	QoQ -19.10% (-502) YoY +11.60% (+221)	All Managers (Combined)	$341.1K	0.1% ($341.1K/$487.7M)	QoQ -19.72% (-$83.8K) YoY +14.92% (+$44.3K)
Uber Technologies, Inc(UBERcusip90353T100)	4.7K	QoQ +6.59% (+288) YoY +19.20% (+750)	All Managers (Combined)	$339.2K	0.1% ($339.2K/$487.7M)	QoQ +28.75% (+$75.7K) YoY +12.81% (+$38.5K)