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

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46138G672

Shares:2.1K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$487.7M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:3.2K

Value:$227.3K

% of Portfolio:0.0% ($227.3K/$487.7M)

Booking Holdings Inc.

BKNG|09857L108

Shares:49

Value:$225.8K

% of Portfolio:0.0% ($225.8K/$487.7M)

74347B847

Shares:5.2K

Value:$224.3K

% of Portfolio:0.0% ($224.3K/$487.7M)

78463X475

Shares:3.6K

Value:$222.9K

% of Portfolio:0.0% ($222.9K/$487.7M)

33733E872

Shares:7.2K

Value:$222.5K

% of Portfolio:0.0% ($222.5K/$487.7M)

922908637

VV|922908637

Shares:857

Value:$220.3K

% of Portfolio:0.0% ($220.3K/$487.7M)

STRYKER CORP

SYK|863667101

Shares:588

Value:$218.9K

% of Portfolio:0.0% ($218.9K/$487.7M)

316092352

Shares:5.5K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$487.7M)

464287291

Shares:2.9K

Value:$218.2K

% of Portfolio:0.0% ($218.2K/$487.7M)

37954Y632

Shares:6.0K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$487.7M)

97717X131

Shares:6.0K

Value:$213.5K

% of Portfolio:0.0% ($213.5K/$487.7M)

922908629

VO|922908629

Shares:823

Value:$212.8K

% of Portfolio:0.0% ($212.8K/$487.7M)

87283Q867

Shares:6.5K

Value:$210.1K

% of Portfolio:0.0% ($210.1K/$487.7M)

464288158

Shares:2.0K

Value:$207.8K

% of Portfolio:0.0% ($207.8K/$487.7M)

AFLAC INC

AFL|001055102

Shares:1.9K

Value:$206.3K

% of Portfolio:0.0% ($206.3K/$487.7M)

72201R833

Shares:2.0K

Value:$204.3K

% of Portfolio:0.0% ($204.3K/$487.7M)

464288588

Shares:2.2K

Value:$202.2K

% of Portfolio:0.0% ($202.2K/$487.7M)

33740F466

Shares:8.6K

Value:$200.5K

% of Portfolio:0.0% ($200.5K/$487.7M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:2.2K

Value:$200.5K

% of Portfolio:0.0% ($200.5K/$487.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138G672)✕	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$487.7M)	QoQ -7.18% (-$17.6K) YoY NEW(+$227.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	3.2K	QoQ -25.83% (-1.1K) YoY NEW(+3.2K)	All Managers (Combined)	$227.3K	0.0% ($227.3K/$487.7M)	QoQ -26.66% (-$82.6K) YoY NEW(+$227.3K)
Booking Holdings Inc.(BKNGcusip09857L108)	49	QoQ +19.51% (+8) YoY NEW(+49)	All Managers (Combined)	$225.8K	0.0% ($225.8K/$487.7M)	QoQ +10.85% (+$22.1K) YoY NEW(+$225.8K)
(cusip74347B847)✕	5.2K	QoQ -0.47% (-25) YoY -11.53% (-676)	All Managers (Combined)	$224.3K	0.0% ($224.3K/$487.7M)	QoQ +0.62% (-$1.4K) YoY -12.29% (-$31.4K)
(cusip78463X475)✕	3.6K	QoQ 0.00% (-0) YoY -11.89% (-482)	All Managers (Combined)	$222.9K	0.0% ($222.9K/$487.7M)	QoQ -1.43% (-$3.3K) YoY -7.84% (-$19.0K)
(cusip33733E872)✕	7.2K	QoQ 0.00% (-0) YoY NEW(+7.2K)	All Managers (Combined)	$222.5K	0.0% ($222.5K/$487.7M)	QoQ -6.12% (-$14.5K) YoY NEW(+$222.5K)
(VVcusip922908637)	857	QoQ -1.72% (-15) YoY NEW(+857)	All Managers (Combined)	$220.3K	0.0% ($220.3K/$487.7M)	QoQ -6.33% (-$14.9K) YoY NEW(+$220.3K)
STRYKER CORP(SYKcusip863667101)	588	QoQ NEW(+588) YoY NEW(+588)	All Managers (Combined)	$218.9K	0.0% ($218.9K/$487.7M)	QoQ NEW(+$218.9K) YoY NEW(+$218.9K)
(cusip316092352)✕	5.5K	QoQ +10.83% (-534) YoY NEW(+5.5K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$487.7M)	QoQ -4.23% (-$9.6K) YoY NEW(+$218.3K)
(cusip464287291)✕	2.9K	QoQ -2.13% (-63) YoY NEW(+2.9K)	All Managers (Combined)	$218.2K	0.0% ($218.2K/$487.7M)	QoQ -12.54% (-$31.3K) YoY NEW(+$218.2K)
(cusip37954Y632)✕	6.0K	QoQ +3.45% (-200) YoY NEW(+6.0K)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$487.7M)	QoQ -2.59% (-$5.8K) YoY NEW(+$217.8K)
(cusip97717X131)✕	6.0K	QoQ -3.74% (-233) YoY NEW(+6.0K)	All Managers (Combined)	$213.5K	0.0% ($213.5K/$487.7M)	QoQ +0.39% (-$831) YoY NEW(+$213.5K)
(VOcusip922908629)	823	QoQ -17.03% (-169) YoY NEW(+823)	All Managers (Combined)	$212.8K	0.0% ($212.8K/$487.7M)	QoQ -18.76% (-$49.2K) YoY NEW(+$212.8K)
(cusip87283Q867)✕	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$210.1K	0.0% ($210.1K/$487.7M)	QoQ NEW(+$210.1K) YoY NEW(+$210.1K)
(cusip464288158)✕	2.0K	QoQ +2.28% (+44) YoY NEW(+2.0K)	All Managers (Combined)	$207.8K	0.0% ($207.8K/$487.7M)	QoQ +2.40% (+$4.9K) YoY NEW(+$207.8K)
AFLAC INC(AFLcusip001055102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$206.3K	0.0% ($206.3K/$487.7M)	QoQ NEW(+$206.3K) YoY NEW(+$206.3K)
(cusip72201R833)✕	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$204.3K	0.0% ($204.3K/$487.7M)	QoQ NEW(+$204.3K) YoY NEW(+$204.3K)
(cusip464288588)✕	2.2K	QoQ -43.09% (-1.6K) YoY NEW(+2.2K)	All Managers (Combined)	$202.2K	0.0% ($202.2K/$487.7M)	QoQ -41.80% (-$145.2K) YoY NEW(+$202.2K)
(cusip33740F466)✕	8.6K	QoQ -0.78% (-68) YoY NEW(+8.6K)	All Managers (Combined)	$200.5K	0.0% ($200.5K/$487.7M)	QoQ -6.15% (-$13.1K) YoY NEW(+$200.5K)
PRICE T ROWE GROUP INC(TROWcusip74144T108)	2.2K	QoQ +3.60% (-76) YoY +25.47% (-443)	All Managers (Combined)	$200.5K	0.0% ($200.5K/$487.7M)	QoQ -15.83% (-$37.7K) YoY -5.45% (-$11.6K)