United Advisor Group, LLC

RIA/Wealth

United Advisor Group, LLC is a RIA/Wealth led by Raymond Steven Gettins, reporting $1.1B in AUM as of Q3 2025 with 56% ETF concentration.

CCORaymond Steven Gettins

Portfolio Value: $735.4M
Positions: 445
Top Holding: NVDA at 3.74%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in United Advisor Group, LLC's portfolio (22% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Nvidia NVDA	Semiconductors Technology	$27.5M	3.74%	+$4.0M Bought	0.00% 147.3K shares	Q1 2024 Held for 1y 8m
2 Apple AAPL	Consumer Electronics Technology	$22.7M	3.09%	+$4.8M Bought	0.00% 89.1K shares	Q1 2024 Held for 1y 8m
3 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$17.9M	2.43%	+$1.4M Bought	0.00% 98.0K shares	Q1 2024 Held for 1y 8m
4 Microsoft MSFT	Software - Infrastructure Technology	$16.3M	2.21%	+$3.6M Bought	0.00% 31.4K shares	Q4 2023 Held for 1y 11m
5 Amazon AMZN	Specialty Retail Consumer Cyclical	$15.4M	2.09%	+$4.7M Bought	0.00% 69.9K shares	Q4 2023 Held for 1y 11m
6 STRV Strive 500 STRV	ETF ETF	$15.3M	2.09%	+$1.5M Bought	— 355.0K shares	Q1 2024 Held for 1y 8m
7 Aptus Collared Investment Opportunity ACIO	ETF ETF	$14.7M	2.00%	+$1.4M Bought	— 338.1K shares	Q1 2024 Held for 1y 8m
8 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$11.8M	1.61%	-$2.3M Sold	— 132.7K shares	Q1 2024 Held for 1y 8m
9 First Trust Rising Dividend Achievers RDVY	ETF ETF	$10.4M	1.41%	+$432.6K Bought	— 154.2K shares	Q1 2024 Held for 1y 8m
10 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$10.2M	1.39%	+$2.7M Bought	— 387.8K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in United Advisor Group, LLC's latest filing

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Market Value

$735.4M

Prior: $572.3M

Q/Q Change

+28.49%

+$163.1M

Net Flows % of MV

+14.73%

Turnover Ratio

11.41%

New Purchases

51 stocks

$21.1M

Added To

267 stocks

+$106.0M

Sold Out Of

18 stocks

$6.7M

Reduced Holdings

79 stocks

-$12.0M

Increased Positions

Position	Shares Δ	Change
1 Freedom 100 Emerging Markets FRDM	New	0 → 73.9K +$3.3M
2 BitMine Immersion Technologies, Inc. BMNR	New	0 → 25.0K +$1.3M
3 WisdomTree U.S. Multifactor Fund USMF	New	0 → 19.0K +$995.5K
4 Vanguard Russell 1000 Growth VONG	New	0 → 6.7K +$811.3K
5 TJX Companies TJX	New	0 → 5.3K +$766.6K

Decreased Positions

Position	Shares Δ	Change
1 BKAG BNY Mellon Core Bond BKAG	Sold	33.5K → 0 −$1.4M
2 TLH iShares 10-20 Year Treasury Bond TLH	Sold	5.2K → 0 −$527.8K
3 FT Vest U.S. Equity Buffer ETF FJUN	Sold	8.3K → 0 −$443.0K
4 NRG Energy NRG	Sold	2.6K → 0 −$415.4K
5 Otis Worldwide OTIS	Sold	4.2K → 0 −$415.0K

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Analytics

Portfolio insights and performance metrics for United Advisor Group, LLC

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Sector Allocation

ETF

55.90%

Technology

15.80%

Financial Services

6.80%

Consumer Cyclical

4.60%

Communication Services

3.80%

Consumer Defensive

2.30%

Industrials

2.30%

Energy

2.10%

Healthcare

1.90%

Real Estate

0.90%

Utilities

0.40%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

25.94%

Large Cap ($10B - $200B)

10.75%

Mid Cap ($2B - $10B)

2.52%

Small Cap ($300M - $2B)

1.68%

Micro Cap ($50M - $300M)

0.04%

Nano Cap (< $50M)

0.06%

N/A (ETF or Unknown)

58.99%

Portfolio Concentration

Top 10 Holdings %

22.04%

Top 20 Holdings %

34.08%

Top 50 Holdings %

53.83%

Top 100 Holdings %

71.12%