United Advisor Group, LLC Purchases in Q3 2024

United Advisor Group, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
224
+ 68.92%
$1024.09 - $1201.76 $229K - $269K
549 $577K
CLSK
Cleanspark, Inc.

Technology
25.2K
New
$8.09 - $19.79 $204K - $498K
25.2K $235K
NEE
Nextera Energy Inc

Utilities
2.78K
New
$69.9 - $84.97 $194K - $236K
2.78K $234K
DE
Deere & CO

Industrials
555
New
$344.84 - $418.0 $191K - $232K
555 $231K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.13K
New
$36.06 - $37.66 $221K - $231K
6.13K $230K
DHR
Danaher Corp

Healthcare
827
New
$239.25 - $280.76 $198K - $232K
827 $229K
DIS
Walt Disney CO

Communication Services
2.44K
+ 88.13%
$85.6 - $98.61 $209K - $241K
5.22K $501K
T
At&T Inc.

Communication Services
6.4K
+ 22.1%
$18.21 - $22.28 $117K - $143K
35.4K $778K
VICI
Vici Properties Inc.

Real Estate
6.77K
New
$27.64 - $34.08 $187K - $231K
6.77K $225K
PLUG
Plug Power Inc

Industrials
98.7K
New
$1.61 - $3.34 $159K - $330K
98.7K $223K
CMCSA
Comcast Corp

Communication Services
5.31K
New
$37.33 - $41.78 $198K - $222K
5.31K $221K
HDV
Ishares Core High Dividend ETF

ETFs
1.87K
New
$107.62 - $118.76 $201K - $222K
1.87K $220K
ETSY
Etsy Inc

Consumer Cyclical
3.97K
New
$51.5 - $65.47 $204K - $260K
3.97K $220K
XLP
Consumer Staples Sector Spdr

ETFs
2.9K
New
$76.04 - $76.04 $220K - $220K
2.9K $220K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.28K
New
$87.56 - $95.49 $200K - $218K
2.28K $218K
EMB
Ishares Tr

ETFs
2.33K
New
$87.75 - $93.74 $204K - $218K
2.33K $217K
JNJ
Johnson & Johnson

Healthcare
876
+ 18.69%
$145.48 - $167.38 $127K - $147K
5.56K $901K
KHC
Kraft Heinz CO

Consumer Defensive
6.15K
New
$31.86 - $36.13 $196K - $222K
6.15K $215K
AFL
Aflac Inc

Financial Services
1.92K
New
$88.52 - $111.8 $170K - $214K
1.92K $214K
MCD
Mcdonalds Corp

Consumer Cyclical
295
+ 11.88%
$245.82 - $304.51 $72.5K - $89.8K
2.78K $845K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.1K
New
$100.09 - $100.69 $210K - $211K
2.1K $211K
SNPS
Synopsys Inc

Technology
416
New
$463.97 - $621.3 $193K - $258K
416 $210K
MNDY
Monday.Com Ltd.

Technology
750
New
$202.41 - $281.64 $152K - $211K
750 $208K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.77K
New
$69.16 - $76.64 $191K - $212K
2.77K $207K
CVS
Cvs Health Corp

Healthcare
3.28K
New
$55.81 - $63.18 $183K - $207K
3.28K $206K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.62K
New
$74.26 - $78.84 $195K - $207K
2.62K $205K
SPGI
S&P Global Inc.

Financial Services
396
New
$446.32 - $527.38 $177K - $209K
396 $204K
IWY
Ishares Tr Russell 200 Growth

ETFs
918
New
$194.66 - $225.97 $179K - $207K
918 $202K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.7K
New
$114.73 - $120.23 $195K - $204K
1.7K $202K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
434
New
$460.0 - $505.78 $200K - $220K
434 $201K
MA
Mastercard Inc

Financial Services
348
+ 68.77%
$429.6 - $500.99 $150K - $174K
854 $421K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
992
+ 30.81%
$141.31 - $161.48 $140K - $160K
4.21K $677K
ZTS
Zoetis Inc.

Healthcare
519
+ 13.13%
$172.58 - $196.48 $89.6K - $102K
4.47K $873K
TMO
Thermo Fisher Scientific Inc.

Healthcare
250
+ 55.43%
$531.86 - $624.21 $133K - $156K
701 $433K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
164
+ 8.15%
$405.19 - $478.57 $66.5K - $78.5K
2.18K $1M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
2.74K
+ 15.75%
$42.55 - $46.2 $117K - $127K
20.2K $931K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.27%
$213.3 - $270.78 $1.92K - $2.44K
3.32K $898K
MUB
Ishares National Muni Bond ETF

ETFs
1.45K
+ 47.51%
$106.13 - $108.7 $154K - $158K
4.51K $490K
AMT
American Tower Corp

Real Estate
234
+ 8.15%
$192.27 - $242.73 $45K - $56.8K
3.1K $721K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
915
+ 22.43%
$110.06 - $128.44 $101K - $118K
4.99K $635K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
2.67K
+ 0.87%
$14.69 - $15.42 $39.1K - $41.1K
310K $4.74M
UPS
United Parcel Service Inc

Industrials
1.43K
+ 2.37%
$123.32 - $147.38 $176K - $211K
61.7K $8.41M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.06K
+ 48.74%
$117.9 - $128.2 $125K - $136K
3.24K $414K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.39%
$460.3 - $584.56 $2.3K - $2.92K
1.3K $761K
QQQ
Invesco Qqq Trust, Series 1

ETFs
229
+ 4.99%
$434.77 - $502.96 $99.6K - $115K
4.82K $2.35M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.19K
+ 12.66%
$44.24 - $49.47 $96.9K - $108K
19.5K $964K
BARK
Bark, Inc.

Consumer Cyclical
93.7K
New
$1.26 - $1.83 $118K - $172K
93.7K $152K
RC
Ready Capital Corp

Real Estate
19.8K
New
$7.63 - $9.43 $151K - $186K
19.8K $150K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
608
+ 1.58%
$30.61 - $34.92 $18.6K - $21.2K
39K $1.35M
Activity Summary
Buys All Purchases 295 New Holdings 99 Increased Positions 196 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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