United Advisor Group, LLC
United Advisor Group, LLC is an SEC-registered investment adviser headquartered in Cincinnati, Ohio. Founded in Delaware and filing since 2011, the firm manages investment portfolios for individuals (including high net worth), pension plans, charitable organizations, and businesses. As of August 2024, they have 35 employees, with the majority serving as investment professionals.
Investment Strategy
United Advisor Group, LLC primarily focuses on discretionary portfolio management for individual investors, high net worth clients, pension and profit sharing plans, charitable organizations, and select corporate clients. Their 13F filings show a diversified equity strategy, allocating assets across technology, consumer, financial, and industrial sectors. The approach centers on long-term capital appreciation with active allocation among large-cap stocks such as NVIDIA, Apple, and Microsoft, indicating a preference for high-growth and blue-chip equities, combined with a disciplined risk management process.
Top Holdings
Equity Positions (375)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.43% | $19.9M | 125,697 | $98.57 | $157.99 | +$7.1M |
A AAPL | APPLE INC | 2.49% | $14.4M | 70,192 | $189.37 | $205.17 | -$136.7K |
D DGRW | WISDOMTREE TR | 2.30% | $13.3M | 159,032 | $78.06 | $83.74 | +$989.1K |
S STRV | EA SERIES TRUST | 2.22% | $12.9M | 321,115 | $35.89 | $40.06 | +$2.4M |
A ACIO | ETF SER SOLUTIONS | 2.19% | $12.7M | 306,475 | $37.78 | $41.40 | +$1.5M |