Managers / Q4 2024 · view latest →
United Advisor Group, LLC
CIK 0002004873 · 8170 CORPORATE PARK DR., SUITE 300, CINCINNATI, OH, 45242 · 888-242-4912
Reported Value
$506M
Q4 2024
Positions
363
Filings on Record
10
2019–present window
Filed
Feb 24, 2025
original filing
Summary
United Advisor Group, Llc reported $506M in U.S.-listed holdings across 363 positions for Q4 2024.
Its largest position, AAPL, represents 3.4% of the portfolio.
Compared with Q3 2024, the fund opened 61 new positions and exited 40.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $811M | 508 | Apr 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $802M | 486 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $743M | 450 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $578M | 381 | Aug 11, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $488M | 346 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $506M | 363 | Feb 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $443M | 342 | Oct 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $322M | 260 | Aug 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $266M | 316 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $83M | 170 | Feb 16, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.