Institutional filer · SEC 13F · Q4 2024
United Advisor Group, LLC
The reported 13F portfolio of United Advisor Group, LLC (CIK 2004873) - top holdings, how concentrated the book is, and what changed last quarter.
- $505.6M
- Reported book
- 363
- Positions
- #103
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, United Advisor Group, LLC ranks #103 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $505.6M across 363 positions, a broadly diversified portfolio.
- $505.6M
- reported 13F value
- 363
- disclosed positions
- 3.4%
- in APPLE INC
- #103
- of 360 filers
Top-5 share 13.7% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, United Advisor Group, LLC ranks #103 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where United Advisor Group, LLC sits by disclosed position count
United Advisor Group, LLC reports 363 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
United Advisor Group, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
363 64th of 360 higher than 296 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
United Advisor Group, LLC reports $0.51B across 363 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2004873 · Q4 2024 $506M book
BOOK-MID · POS-MID · CONC-BROAD · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-MID #103/360
- POS-MID 363 names
- CONC-BROAD 14% top-5
- LEAD-MIX 3.4% top
- PHOTO-FINISH Oak Grove
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Oak Grove Capital LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · United Advisor Group, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$505.6M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | APPLE INC | $17.3M | 3.4% |
| 2 | NVIDIA CORPORATION | $16.3M | 3.2% |
| 3 | AMAZON COM INC | $13.0M | 2.6% |
| 4 | WISDOMTREE TR | $11.7M | 2.3% |
| 5 | MICROSOFT CORP | $11.0M | 2.2% |
| 6 | ETF SER SOLUTIONS | $10.9M | 2.2% |
| 7 | EA SERIES TRUST | $9.9M | 2.0% |
| 8 | FIRST TR EXCHANGE-TRADED FD | $8.2M | 1.6% |
| 9 | WISDOMTREE TR | $8.0M | 1.6% |
| 10 | UNITED PARCEL SERVICE INC | $7.8M | 1.5% |
| 11 | T ROWE PRICE ETF INC | $7.4M | 1.5% |
| 12 | PALANTIR TECHNOLOGIES INC | $7.4M | 1.5% |
| 13 | WISDOMTREE TR | $7.0M | 1.4% |
| 14 | ETF SER SOLUTIONS | $6.5M | 1.3% |
| 15 | ALPHABET INC | $6.4M | 1.3% |
| 16 | INVESCO EXCH TRADED FD TR II | $6.3M | 1.3% |
| 17 | J P MORGAN EXCHANGE TRADED F | $6.0M | 1.2% |
| 18 | ETF SER SOLUTIONS | $6.0M | 1.2% |
| 19 | FS KKR CAP CORP | $5.6M | 1.1% |
| 20 | SPDR SER TR | $5.5M | 1.1% |
| 21 | META PLATFORMS INC | $5.4M | 1.1% |
| 22 | EXXON MOBIL CORP | $5.1M | 1.0% |
| 23 | TESLA INC | $5.0M | 1.0% |
| 24 | ARES DYNAMIC CR ALLOCATION F | $4.9M | 1.0% |
| 25 | VANGUARD INDEX FDS | $4.9M | 1.0% |
Latest Quarter Trades · Q4 2024
New positions (200)
Frequently Asked Questions
- How big is United Advisor Group, LLC's 13F portfolio?
- United Advisor Group, LLC reports $505.6M of long US-equity positions across 363 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does United Advisor Group, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, United Advisor Group, LLC ranks #103 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is United Advisor Group, LLC's largest position?
- United Advisor Group, LLC's largest reported position is APPLE INC at $17.3M, about 3.4% of its reported book as of Q4 2024.
- What did United Advisor Group, LLC trade last quarter?
- In its Q4 2024 filing, United Advisor Group, LLC opened 200 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for United Advisor Group, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($505.6M here).
Similar holding count
Nearest filers by number of disclosed positions (363 here).
Using this filing
- The rankings sort every tracked filer the same way United Advisor Group, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Oak Grove Capital LLC reported the nearest book value ($503.7M) this quarter, a useful scale comparison for United Advisor Group, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.