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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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:3.8K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$487.7M)

921943858

VEA|921943858

Shares:42.2K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$487.7M)

VISA INC.

V|92826C839

Shares:5.9K

Value:$2.1M

% of Portfolio:0.4% ($2.1M/$487.7M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:92.4K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$487.7M)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:7.2K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$487.7M)

921946810

VIGI|921946810

Shares:24.6K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$487.7M)

09290C103

Shares:40.9K

Value:$2.0M

% of Portfolio:0.4% ($2.0M/$487.7M)

81369Y803

XLK|81369Y803

Shares:9.1K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$487.7M)

COMMERCE BANCSHARES INC /MO/

CBSH|200525103

Shares:30.0K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$487.7M)

14020Y508

Shares:70.3K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$487.7M)

26922B774

Shares:61.4K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$487.7M)

921937835

BND|921937835

Shares:24.4K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$487.7M)

25461A726

Shares:57.3K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$487.7M)

464287408

IVE|464287408

Shares:9.1K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$487.7M)

09290C863

Shares:59.5K

Value:$1.7M

% of Portfolio:0.4% ($1.7M/$487.7M)

14019W109

Shares:69.4K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$487.7M)

46641Q647

Shares:32.6K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$487.7M)

Philip Morris International Inc.

PM|718172109

Shares:10.1K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$487.7M)

808524797

SCHD|808524797

Shares:57.5K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$487.7M)

33741X102

Shares:46.3K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$487.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	3.8K	QoQ +4.94% (+181) YoY +330.12% (+2.9K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$487.7M)	QoQ +0.20% (+$4.5K) YoY +360.13% (+$1.7M)
(VEAcusip921943858)	42.2K	QoQ +1.07% (+448) YoY +926.25% (+38.1K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$487.7M)	QoQ +7.43% (+$148.5K) YoY +939.72% (+$1.9M)
VISA INC.(Vcusip92826C839)	5.9K	QoQ -6.97% (-443) YoY +186.00% (+3.8K)	All Managers (Combined)	$2.1M	0.4% ($2.1M/$487.7M)	QoQ +3.16% (-$63.5K) YoY +259.18% (+$1.5M)
ARES CAPITAL CORP(ARCCcusip04010L103)	92.4K	QoQ -9.65% (-9.9K) YoY +6.83% (+5.9K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$487.7M)	QoQ -8.54% (-$191.3K) YoY +13.70% (+$246.9K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	7.2K	QoQ +21.95% (+1.3K) YoY +99.61% (+3.6K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$487.7M)	QoQ +44.04% (+$624.4K) YoY +173.14% (+$1.3M)
(VIGIcusip921946810)	24.6K	QoQ +18.29% (+3.8K) YoY NEW(+24.6K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$487.7M)	QoQ +22.65% (+$376.3K) YoY NEW(+$2.0M)
(cusip09290C103)✕	40.9K	QoQ +7.04% (+2.7K) YoY +153.22% (+24.7K)	All Managers (Combined)	$2.0M	0.4% ($2.0M/$487.7M)	QoQ +1.83% (+$36.0K) YoY +178.08% (+$1.3M)
(XLKcusip81369Y803)	9.1K	QoQ +23.26% (+1.7K) YoY +730.75% (+8.0K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$487.7M)	QoQ +9.46% (+$163.0K) YoY +723.65% (+$1.7M)
COMMERCE BANCSHARES INC /MO/(CBSHcusip200525103)	30.0K	QoQ -3.51% (-1.1K) YoY -1.76% (-540)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$487.7M)	QoQ -3.63% (-$70.5K) YoY +14.90% (-$242.4K)
(cusip14020Y508)✕	70.3K	QoQ +20.86% (+12.1K) YoY NEW(+70.3K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$487.7M)	QoQ +23.16% (+$347.4K) YoY NEW(+$1.8M)
(cusip26922B774)✕	61.4K	QoQ +795.13% (+54.6K) YoY NEW(+61.4K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$487.7M)	QoQ +779.15% (+$1.6M) YoY NEW(+$1.8M)
(BNDcusip921937835)	24.4K	QoQ +7.23% (+1.6K) YoY +679.04% (+21.3K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$487.7M)	QoQ +9.52% (+$156.0K) YoY +687.82% (+$1.6M)
(cusip25461A726)✕	57.3K	QoQ +579.57% (+48.9K) YoY NEW(+57.3K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$487.7M)	QoQ +470.08% (+$1.4M) YoY NEW(+$1.7M)
(IVEcusip464287408)	9.1K	QoQ +5.34% (+461) YoY -1.61% (-149)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$487.7M)	QoQ +5.18% (+$85.3K) YoY +0.37% (-$6.4K)
(cusip09290C863)✕	59.5K	QoQ +3.03% (-1.8K) YoY NEW(+59.5K)	All Managers (Combined)	$1.7M	0.4% ($1.7M/$487.7M)	QoQ -1.94% (-$33.9K) YoY NEW(+$1.7M)
(cusip14019W109)✕	69.4K	QoQ +12.10% (+7.5K) YoY NEW(+69.4K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$487.7M)	QoQ +11.24% (+$171.7K) YoY NEW(+$1.7M)
(cusip46641Q647)✕	32.6K	QoQ +2.12% (+678) YoY +598.19% (+27.9K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$487.7M)	QoQ +1.81% (+$29.1K) YoY +588.00% (+$1.4M)
Philip Morris International Inc.(PMcusip718172109)	10.1K	QoQ -7.95% (-877) YoY +53.54% (+3.5K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$487.7M)	QoQ +21.39% (-$283.9K) YoY +166.01% (+$1.0M)
(SCHDcusip808524797)	57.5K	QoQ -0.80% (-466) YoY NEW(+57.5K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$487.7M)	QoQ +1.52% (-$24.1K) YoY NEW(+$1.6M)
(cusip33741X102)✕	46.3K	QoQ +6.58% (-2.9K) YoY NEW(+46.3K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$487.7M)	QoQ -0.40% (-$6.3K) YoY NEW(+$1.5M)