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
ISRG
Intuitive Surgical Inc

Healthcare
84
+ 3.6%
$416.14 - $494.01 $35K - $41.5K
2.42K $1.19M
CVX
Chevron Corp

Energy
1.3K
+ 26.82%
$137.88 - $161.97 $179K - $210K
6.13K $902K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
109
+ 53.96%
$1015.62 - $1159.62 $111K - $126K
311 $358K
GS
Goldman Sachs Group Inc

Financial Services
174
+ 14.17%
$459.02 - $510.25 $79.9K - $88.8K
1.4K $694K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.69K
+ 6.05%
$42.87 - $45.76 $72.5K - $77.4K
29.6K $1.34M
QTEC
First Trust Nasdaq 100 Technol

ETFs
763
+ 54.73%
$169.92 - $205.38 $130K - $157K
2.16K $412K
RTX
Raytheon Technologies Corp

Industrials
445
+ 11.11%
$99.55 - $123.34 $44.3K - $54.9K
4.45K $539K
NFLX
Netflix Inc

Communication Services
157
+ 23.02%
$598.55 - $722.26 $94K - $113K
839 $595K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.58K
+ 14.94%
$50.61 - $50.96 $131K - $131K
19.8K $1.01M
SPYG
Spdr Portfolio

ETFs
211
+ 0.52%
$73.38 - $84.1 $15.5K - $17.7K
40.7K $3.37M
VUG
Vanguard Growth ETF

ETFs
162
+ 2.56%
$341.08 - $391.94 $55.3K - $63.5K
6.5K $2.5M
KMI
Kinder Morgan, Inc.

Energy
3.73K
+ 20.87%
$19.72 - $22.22 $73.6K - $82.9K
21.6K $477K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.88K
+ 22.57%
$16.42 - $18.12 $96.5K - $106K
31.9K $575K
ENB
Enbridge Inc

Energy
1.82K
+ 22.66%
$35.27 - $41.18 $64.1K - $74.9K
9.84K $399K
XCEM
Columbia ETF Tr Ii

ETFs
2.78K
+ 10.16%
$30.17 - $33.79 $83.9K - $93.9K
30.1K $984K
CGDV
Capital Group Divid Value ETF

ETFs
2.32K
+ 32.13%
$32.96 - $36.48 $76.5K - $84.7K
9.55K $347K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
2.2K
+ 16.99%
$33.08 - $36.65 $72.9K - $80.7K
15.2K $554K
CPNG
Coupang, Inc.

Consumer Cyclical
2.87K
+ 27.45%
$19.79 - $24.92 $56.7K - $71.4K
13.3K $326K
AMAT
Applied Materials Inc

Technology
807
+ 47.64%
$174.88 - $254.97 $141K - $206K
2.5K $505K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
994
+ 4.53%
$56.04 - $62.99 $55.7K - $62.6K
22.9K $1.4M
PEP
Pepsico Inc

Consumer Defensive
534
+ 25.54%
$161.9 - $179.3 $86.5K - $95.7K
2.63K $446K
BR
Broadridge Financial Solutions, Inc.

Technology
293
+ 13.84%
$196.56 - $218.55 $57.6K - $64K
2.41K $517K
SO
Southern CO

Utilities
697
+ 24.94%
$77.0 - $90.52 $53.7K - $63.1K
3.49K $314K
CAT
Caterpillar Inc

Industrials
124
+ 15.03%
$316.8 - $391.12 $39.3K - $48.5K
949 $371K
CHE
Chemed Corp

Healthcare
110
+ 20.56%
$527.82 - $600.97 $58.1K - $66.1K
645 $387K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.2%
$423.73 - $533.14 $847 - $1.07K
1.02K $540K
ROP
Roper Technologies Inc

Industrials
179
+ 26.21%
$515.25 - $576.55 $92.2K - $103K
862 $479K
TGT
Target Corp

Consumer Defensive
230
+ 3.43%
$133.47 - $159.25 $30.7K - $36.6K
6.94K $1.08M
TMUS
T Mobile Us, Inc.

Communication Services
179
+ 10.73%
$175.14 - $206.36 $31.4K - $36.9K
1.85K $381K
RSP
Invesco S&P 500 Equal Weight E

ETFs
345
+ 20.56%
$162.83 - $179.16 $56.2K - $61.8K
2.02K $362K
FTCS
First Trust Capital Strength E

ETFs
626
+ 17.31%
$83.58 - $90.94 $52.3K - $56.9K
4.24K $385K
BNDX
Vanguard Total International B

ETFs
1.24K
+ 10.26%
$48.42 - $50.35 $59.8K - $62.2K
13.3K $667K
VGT
Vanguard Information Technolog

ETFs
126
+ 16.03%
$514.43 - $606.85 $64.8K - $76.5K
912 $534K
FBT
First Trust Nyse Arca Biotechn

ETFs
205
+ 8.45%
$152.39 - $172.91 $31.2K - $35.4K
2.63K $452K
BBY
Best Buy CO Inc

Consumer Cyclical
22
+ 0.54%
$80.23 - $103.29 $1.77K - $2.27K
4.08K $421K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 18.7%
$42.54 - $47.97 $58.6K - $66.1K
8.75K $415K
TDIV
First Trust Nasdaq Technology

ETFs
771
+ 24.31%
$70.51 - $81.07 $54.4K - $62.5K
3.94K $316K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
985
+ 3.44%
$50.15 - $51.27 $49.4K - $50.5K
29.6K $1.52M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
3.15K
+ 4.27%
$15.41 - $17.22 $48.5K - $54.2K
77K $1.28M
GBDC
Golub Capital Bdc, Inc.

Financial Services
11.3K
+ 6.54%
$14.36 - $16.0 $162K - $181K
184K $2.78M
FNX
First Tr Mid Cap Core Alphadex

ETFs
8
+ 0.11%
$106.85 - $117.19 $855 - $938
7.16K $839K
TOTR
T Rowe Price Exchange Traded F

ETFs
1.13K
+ 12.7%
$39.82 - $42.03 $44.8K - $47.3K
9.98K $415K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.2K
+ 19.7%
$25.49 - $25.49 $56.2K - $56.2K
13.4K $341K
PDI
Pimco Dynamic Income Fund

Financial Services
1.89K
+ 13.43%
$18.7 - $20.25 $35.3K - $38.2K
15.9K $322K
SPG
Simon Property Group Inc

Real Estate
35
+ 1.14%
$146.09 - $170.11 $5.11K - $5.95K
3.11K $524K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.04K
+ 18.23%
$45.31 - $51.64 $47.2K - $53.8K
6.75K $345K
CTAS
Cintas Corp

Industrials
1.39K
+ 300.86%
$201.38 - $819.83 $281K - $1.14M
1.86K $382K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
589
+ 10.03%
$76.38 - $78.87 $45K - $46.5K
6.46K $508K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
502
+ 0.78%
$24.39 - $25.28 $12.2K - $12.7K
64.7K $1.63M
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email