United Advisor Group, LLC Purchases in Q1 2025

United Advisor Group, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TFLO
Ishares Treasury Floating Rate

ETFs
1.9K
+ 21.51%
$50.48 - $50.68 $95.8K - $96.2K
10.7K $543K
CHE
Chemed Corp

Healthcare
44
+ 5.45%
$521.84 - $615.32 $23K - $27.1K
851 $523K
EMB
Ishares Tr

ETFs
893
+ 10.7%
$88.64 - $92.03 $79.2K - $82.2K
9.24K $837K
AINV
Apollo Investment Corp

Financial Services
8.46K
+ 3.42%
N/A
256K $2.85M
VICI
Vici Properties Inc.

Real Estate
2.1K
+ 28.25%
$28.21 - $32.68 $59.2K - $68.6K
9.53K $310K
IDEV
Ishares Core Msci Intl Develop

ETFs
858
+ 11.86%
$63.77 - $71.36 $54.7K - $61.2K
8.09K $557K
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.64K
+ 18.51%
$23.16 - $27.04 $200K - $234K
55.3K $1.3M
DGS
Wisdomtree Emerging Markets Sm

ETFs
2.46K
+ 4.7%
$47.4 - $50.24 $117K - $123K
54.8K $2.65M
XLY
Select Sector Spdr Consumer Di

ETFs
719
+ 35.04%
$192.6 - $233.2 $138K - $168K
2.77K $547K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
5.77K
+ 4.17%
$48.02 - $53.02 $277K - $306K
144K $7.13M
IVE
Ishares S&P 500 Value ETF

ETFs
461
+ 5.35%
$185.78 - $198.58 $85.6K - $91.5K
9.08K $1.73M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
5
+ 1.61%
$1187.71 - $1432.58 $5.94K - $7.16K
315 $451K
CGGR
Capital Group Growth ETF Shs C

ETFs
3.2K
+ 32.01%
$33.98 - $39.84 $109K - $127K
13.2K $451K
UBER
Uber Technologies, Inc

Technology
288
+ 6.59%
$63.17 - $81.49 $18.2K - $23.5K
4.66K $339K
ET
Energy Transfer LP

Energy
4.88K
+ 26.32%
$17.26 - $21.08 $84.2K - $103K
23.4K $435K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.1K
+ 6.32%
$42.5 - $46.71 $46.5K - $51.1K
18.4K $833K
BR
Broadridge Financial Solutions, Inc.

Technology
101
+ 3.59%
$221.46 - $244.83 $22.4K - $24.7K
2.91K $706K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.66K
+ 13.59%
$102.49 - $119.96 $273K - $319K
22.2K $2.32M
SUN
Sunoco LP

Energy
351
+ 4.92%
$51.29 - $59.25 $18K - $20.8K
7.48K $434K
FBT
First Trust Nyse Arca Biotechn

ETFs
327
+ 11.83%
$164.86 - $182.19 $53.9K - $59.6K
3.09K $525K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
763
+ 13.09%
$76.94 - $78.28 $58.7K - $59.7K
6.59K $516K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2.41K
+ 5.23%
$64.6 - $69.89 $156K - $169K
48.5K $3.18M
VGT
Vanguard Information Technolog

ETFs
235
+ 28.28%
$542.38 - $646.34 $127K - $152K
1.07K $578K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
301
+ 20.11%
$196.12 - $229.48 $59K - $69.1K
1.8K $363K
GBDC
Golub Capital Bdc, Inc.

Financial Services
3.83K
+ 1.9%
$14.46 - $15.96 $55.4K - $61.2K
205K $3.11M
ICVT
Ishares Tr Convertible Bond Et

ETFs
768
+ 8.77%
$83.18 - $89.27 $63.9K - $68.6K
9.52K $796K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
680
+ 2.73%
$42.4 - $44.11 $28.8K - $30K
25.6K $1.12M
FITB
Fifth Third Bancorp

Financial Services
1.92K
+ 25.62%
$37.48 - $44.96 $72.1K - $86.5K
9.43K $369K
VBK
Vanguard Small Cap Growth ETF

ETFs
333
+ 27.54%
$247.97 - $296.33 $82.6K - $98.7K
1.54K $388K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.56K
+ 12.72%
$25.77 - $27.6 $40.2K - $43K
13.8K $367K
ENB
Enbridge Inc

Energy
611
+ 6.09%
$41.54 - $45.45 $25.4K - $27.8K
10.6K $471K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
457
+ 43.69%
$165.25 - $224.62 $75.5K - $103K
1.5K $249K
VDE
Vanguard Energy ETF

ETFs
115
+ 3.67%
$119.14 - $132.76 $13.7K - $15.3K
3.25K $421K
XLU
Utilities Sector Spdr

ETFs
361
+ 9.03%
$74.7 - $80.27 $27K - $29K
4.36K $343K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.69K
+ 7.04%
$48.06 - $53.73 $129K - $144K
40.9K $1.99M
CGDV
Capital Group Divid Value ETF

ETFs
877
+ 11.35%
$34.95 - $37.36 $30.7K - $32.8K
8.6K $306K
BOND
Pimco Active Bond Exchange Tra

ETFs
276
+ 7.55%
$89.27 - $92.9 $24.6K - $25.6K
3.93K $363K
VBR
Vanguard Small Cap Value ETF

ETFs
451
+ 10.21%
$183.02 - $207.75 $82.5K - $93.7K
4.87K $907K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
518
+ 6.61%
$62.72 - $71.92 $32.5K - $37.3K
8.35K $526K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
678
+ 2.13%
$49.69 - $50.76 $33.7K - $34.4K
32.6K $1.63M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
8
+ 0.1%
$28.41 - $32.26 $227 - $258
8.05K $258K
CPNG
Coupang, Inc.

Consumer Cyclical
1.24K
+ 7.67%
$21.34 - $25.52 $26.5K - $31.7K
17.4K $382K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
493
+ 9.8%
$113.13 - $127.79 $55.8K - $63K
5.53K $625K
TBUX
T Rowe Price Exchange Traded F

ETFs
430
+ 3.8%
$49.57 - $49.82 $21.3K - $21.4K
11.8K $583K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
226
+ 13.43%
$333.37 - $384.99 $75.3K - $87K
1.91K $638K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 19.51%
$4295.4 - $5141.88 $34.4K - $41.1K
49 $225K
CPRT
Copart Inc

Consumer Cyclical
484
+ 5.38%
$52.3 - $59.83 $25.3K - $29K
9.48K $536K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
72
+ 2.78%
$128.74 - $138.67 $9.27K - $9.98K
2.67K $361K
VB
Vanguard Small Cap ETF

ETFs
234
+ 13.17%
$217.89 - $252.64 $51K - $59.1K
2.01K $445K
Activity Summary
Buys All Purchases 216 New Holdings 32 Increased Positions 184 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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