United-Advisor-Group

Filing Details

13F-HR2025-03-31
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
Manager Name
United-Advisor-Group
Data Enrichment
60% identified
207 identified139 unidentified

Holdings

346 positions • $487.7M total value
Manager:
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33739E108
Shares:174.7K
Value:$3.1M
% of Portfolio:0.6% ($3.1M/$487.7M)
STARWOOD PROPERTY TRUST, INC.
Shares:149.6K
Value:$3.0M
% of Portfolio:0.6% ($3.0M/$487.7M)
26922B642
Shares:129.4K
Value:$3.0M
% of Portfolio:0.6% ($3.0M/$487.7M)
46436E718
Shares:26.5K
Value:$2.7M
% of Portfolio:0.5% ($2.7M/$487.7M)
97717W281
Shares:54.8K
Value:$2.6M
% of Portfolio:0.5% ($2.6M/$487.7M)
78464A508
Shares:51.7K
Value:$2.6M
% of Portfolio:0.5% ($2.6M/$487.7M)
381430438
Shares:34.0K
Value:$2.6M
% of Portfolio:0.5% ($2.6M/$487.7M)
464287226
Shares:25.9K
Value:$2.6M
% of Portfolio:0.5% ($2.6M/$487.7M)
97717X594
Shares:58.8K
Value:$2.6M
% of Portfolio:0.5% ($2.6M/$487.7M)
132061706
Shares:79.8K
Value:$2.5M
% of Portfolio:0.5% ($2.5M/$487.7M)
Walmart Inc.
Shares:28.5K
Value:$2.5M
% of Portfolio:0.5% ($2.5M/$487.7M)
97717W323
Shares:102.1K
Value:$2.5M
% of Portfolio:0.5% ($2.5M/$487.7M)
Alphabet Inc.
Shares:15.9K
Value:$2.5M
% of Portfolio:0.5% ($2.5M/$487.7M)
INVESCO QQQ TRUST, SERIES 1
Shares:5.2K
Value:$2.4M
% of Portfolio:0.5% ($2.4M/$487.7M)
46641Q332
Shares:41.5K
Value:$2.4M
% of Portfolio:0.5% ($2.4M/$487.7M)
922908736
Shares:6.4K
Value:$2.4M
% of Portfolio:0.5% ($2.4M/$487.7M)
464287804
Shares:22.2K
Value:$2.3M
% of Portfolio:0.5% ($2.3M/$487.7M)
VERIZON COMMUNICATIONS INC
Shares:49.2K
Value:$2.2M
% of Portfolio:0.5% ($2.2M/$487.7M)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:64.8K
Value:$2.2M
% of Portfolio:0.5% ($2.2M/$487.7M)
464287200
Shares:3.8K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$487.7M)