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 7 of 18

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3M CO

MMM|88579Y101

Shares:6.4K

Value:$936.7K

% of Portfolio:0.2% ($936.7K/$487.7M)

922907746

VTEB|922907746

Shares:18.9K

Value:$935.8K

% of Portfolio:0.2% ($935.8K/$487.7M)

CHEVRON CORP

CVX|166764100

Shares:5.5K

Value:$913.8K

% of Portfolio:0.2% ($913.8K/$487.7M)

922908611

VBR|922908611

Shares:4.9K

Value:$907.2K

% of Portfolio:0.2% ($907.2K/$487.7M)

92189F643

Shares:10.3K

Value:$903.7K

% of Portfolio:0.2% ($903.7K/$487.7M)

464288513

Shares:11.3K

Value:$893.7K

% of Portfolio:0.2% ($893.7K/$487.7M)

78468R663

Shares:9.6K

Value:$883.3K

% of Portfolio:0.2% ($883.3K/$487.7M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:4.0K

Value:$877.6K

% of Portfolio:0.2% ($877.6K/$487.7M)

33740F888

Shares:34.9K

Value:$863.1K

% of Portfolio:0.2% ($863.1K/$487.7M)

HOME DEPOT, INC.

HD|437076102

Shares:2.3K

Value:$850.1K

% of Portfolio:0.2% ($850.1K/$487.7M)

464288281

Shares:9.2K

Value:$837.1K

% of Portfolio:0.2% ($837.1K/$487.7M)

922042858

VWO|922042858

Shares:18.4K

Value:$833.1K

% of Portfolio:0.2% ($833.1K/$487.7M)

808524300

SCHG|808524300

Shares:33.2K

Value:$832.0K

% of Portfolio:0.2% ($832.0K/$487.7M)

46434G103

IEMG|46434G103

Shares:15.0K

Value:$809.4K

% of Portfolio:0.2% ($809.4K/$487.7M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:13.1K

Value:$799.3K

% of Portfolio:0.2% ($799.3K/$487.7M)

TARGET CORP

TGT|87612E106

Shares:7.6K

Value:$797.5K

% of Portfolio:0.2% ($797.5K/$487.7M)

46435G102

Shares:9.5K

Value:$796.1K

% of Portfolio:0.2% ($796.1K/$487.7M)

464287432

Shares:8.6K

Value:$783.6K

% of Portfolio:0.2% ($783.6K/$487.7M)

33735B108

Shares:7.2K

Value:$782.4K

% of Portfolio:0.2% ($782.4K/$487.7M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:18.5K

Value:$773.9K

% of Portfolio:0.2% ($773.9K/$487.7M)

Instrument	Shares		Other Manager	Value	% of Portfolio
3M CO(MMMcusip88579Y101)	6.4K	QoQ -0.62% (-40) YoY +9.81% (+570)	All Managers (Combined)	$936.7K	0.2% ($936.7K/$487.7M)	QoQ +13.05% (-$108.2K) YoY +52.04% (+$320.6K)
(VTEBcusip922907746)	18.9K	QoQ +0.27% (-52) YoY +13.36% (+2.2K)	All Managers (Combined)	$935.8K	0.2% ($935.8K/$487.7M)	QoQ -0.74% (-$7.0K) YoY +11.17% (+$94.1K)
CHEVRON CORP(CVXcusip166764100)	5.5K	QoQ -27.11% (-2.0K) YoY +79.31% (+2.4K)	All Managers (Combined)	$913.8K	0.2% ($913.8K/$487.7M)	QoQ -15.81% (-$171.7K) YoY +90.18% (+$433.3K)
(VBRcusip922908611)	4.9K	QoQ +10.20% (+451) YoY +350.92% (+3.8K)	All Managers (Combined)	$907.2K	0.2% ($907.2K/$487.7M)	QoQ +3.59% (+$31.5K) YoY +337.78% (+$700.0K)
(cusip92189F643)✕	10.3K	QoQ -3.87% (-414) YoY NEW(+10.3K)	All Managers (Combined)	$903.7K	0.2% ($903.7K/$487.7M)	QoQ -8.77% (-$86.9K) YoY NEW(+$903.7K)
(cusip464288513)✕	11.3K	QoQ NEW(+11.3K) YoY +225.98% (+7.9K)	All Managers (Combined)	$893.7K	0.2% ($893.7K/$487.7M)	QoQ NEW(+$893.7K) YoY +230.85% (+$623.6K)
(cusip78468R663)✕	9.6K	QoQ +191.20% (+6.3K) YoY NEW(+9.6K)	All Managers (Combined)	$883.3K	0.2% ($883.3K/$487.7M)	QoQ +192.17% (+$581.0K) YoY NEW(+$883.3K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	4.0K	QoQ -0.54% (-22) YoY +248.27% (+2.9K)	All Managers (Combined)	$877.6K	0.2% ($877.6K/$487.7M)	QoQ +18.01% (-$133.9K) YoY +283.56% (+$648.8K)
(cusip33740F888)✕	34.9K	QoQ -28.92% (-14.2K) YoY +97.87% (+17.2K)	All Managers (Combined)	$863.1K	0.2% ($863.1K/$487.7M)	QoQ -28.64% (-$346.4K) YoY +99.08% (+$429.6K)
HOME DEPOT, INC.(HDcusip437076102)	2.3K	QoQ -24.69% (-761) YoY +127.89% (+1.3K)	All Managers (Combined)	$850.1K	0.2% ($850.1K/$487.7M)	QoQ -29.07% (-$348.5K) YoY +117.70% (+$459.6K)
(cusip464288281)✕	9.2K	QoQ +10.69% (+893) YoY NEW(+9.2K)	All Managers (Combined)	$837.1K	0.2% ($837.1K/$487.7M)	QoQ +12.62% (+$93.8K) YoY NEW(+$837.1K)
(VWOcusip922042858)	18.4K	QoQ +6.32% (+1.1K) YoY +240.82% (+13.0K)	All Managers (Combined)	$833.1K	0.2% ($833.1K/$487.7M)	QoQ +9.27% (+$70.7K) YoY +269.30% (+$607.5K)
(SCHGcusip808524300)	33.2K	QoQ -17.26% (-6.9K) YoY +508.88% (+27.8K)	All Managers (Combined)	$832.0K	0.2% ($832.0K/$487.7M)	QoQ -25.66% (-$287.3K) YoY +64.43% (+$326.0K)
(IEMGcusip46434G103)	15.0K	QoQ +21.32% (+2.6K) YoY NEW(+15.0K)	All Managers (Combined)	$809.4K	0.2% ($809.4K/$487.7M)	QoQ +25.39% (+$163.9K) YoY NEW(+$809.4K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	13.1K	QoQ -35.72% (-7.3K) YoY +32.39% (+3.2K)	All Managers (Combined)	$799.3K	0.2% ($799.3K/$487.7M)	QoQ -30.69% (-$354.0K) YoY +48.90% (+$262.5K)
TARGET CORP(TGTcusip87612E106)	7.6K	QoQ +2.30% (-172) YoY +22.72% (-1.4K)	All Managers (Combined)	$797.5K	0.2% ($797.5K/$487.7M)	QoQ -21.02% (-$212.3K) YoY -27.72% (-$306.0K)
(cusip46435G102)✕	9.5K	QoQ +8.77% (+768) YoY NEW(+9.5K)	All Managers (Combined)	$796.1K	0.2% ($796.1K/$487.7M)	QoQ +7.02% (+$52.2K) YoY NEW(+$796.1K)
(cusip464287432)✕	8.6K	QoQ -58.15% (-12.0K) YoY +149.10% (+5.2K)	All Managers (Combined)	$783.6K	0.2% ($783.6K/$487.7M)	QoQ -56.38% (-$1.0M) YoY +139.64% (+$456.6K)
(cusip33735B108)✕	7.2K	QoQ +0.09% (-7) YoY -5.72% (-436)	All Managers (Combined)	$782.4K	0.2% ($782.4K/$487.7M)	QoQ -5.73% (-$47.6K) YoY -9.38% (-$81.0K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	18.5K	QoQ +2.35% (-426) YoY +70.74% (+7.7K)	All Managers (Combined)	$773.9K	0.2% ($773.9K/$487.7M)	QoQ -2.81% (-$22.4K) YoY +87.90% (+$362.1K)