United Advisor Group, LLC Incresed Positions in Q2 2025

United Advisor Group, LLC

  • $538 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
7.93K
+ 6.73%
$94.31 - $157.99 $748K - $1.25M
126K $19.9M
PLTR
Palantir Technologies Inc.

Technology
3.68K
+ 4.25%
$74.01 - $144.25 $272K - $530K
90.2K $12.3M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
122K
+ 198.91%
$28.32 - $31.03 $3.46M - $3.79M
184K $5.68M
MSFT
Microsoft Corp

Technology
1.33K
+ 5.76%
$354.56 - $497.45 $472K - $662K
24.4K $12.1M
VEA
Vanguard Ftse Developed Market

ETFs
47.9K
+ 113.56%
$45.65 - $57.01 $2.19M - $2.73M
90.2K $5.14M
HTRB
Hartford Fds Total Return Bd E

ETFs
80.3K
+ 379.11%
$33.14 - $34.12 $2.66M - $2.74M
101K $3.44M
SPYG
Spdr Portfolio

ETFs
17.5K
+ 24.99%
$71.83 - $95.32 $1.25M - $1.67M
87.4K $8.33M
IEMG
Ishares Inc

ETFs
46.3K
+ 308.67%
N/A
61.3K $3.29M
SCHX
Schwab Strategic Tr Us Large C

ETFs
69.7K
+ 32.41%
$19.6 - $24.44 $1.37M - $1.7M
285K $6.96M
VTV
Vanguard Value ETF

ETFs
10K
+ 48.29%
$153.67 - $176.74 $1.54M - $1.77M
30.7K $5.43M
AMZN
Amazon Com Inc

Consumer Cyclical
1.7K
+ 3.63%
$167.32 - $223.3 $284K - $380K
48.6K $10.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
52K
+ 156.62%
$22.27 - $29.21 $1.16M - $1.52M
85.3K $2.49M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
17.5K
+ 6.07%
$36.36 - $41.4 $638K - $726K
306K $12.7M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.6K
+ 53.39%
$45.11 - $52.34 $1.24M - $1.44M
79.2K $4.15M
SCHA
Schwab Strategic Tr Us Small C

ETFs
52.3K
+ 94.55%
$20.42 - $25.3 $1.07M - $1.32M
108K $2.72M
CGXU
Capital Group Intl Focus Equit

ETFs
43.4K
+ 62.59%
$21.44 - $27.35 $931K - $1.19M
113K $3.06M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.8K
+ 118.35%
$39.89 - $49.46 $869K - $1.08M
40.2K $1.99M
TSLA
Tesla, Inc.

Consumer Cyclical
1.29K
+ 10.19%
$221.86 - $362.89 $286K - $467K
13.9K $4.42M
IDEV
Ishares Core Msci Intl Develop

ETFs
14K
+ 173.26%
$61.79 - $76.67 $866K - $1.07M
22.1K $1.68M
JPM
Jpmorgan Chase & CO

Financial Services
1.17K
+ 6.96%
$210.28 - $289.91 $246K - $339K
17.9K $5.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
33.9K
+ 59.69%
$22.92 - $28.05 $778K - $952K
90.8K $2.55M
SCHP
Schwab Strategic Us Tips ETF

ETFs
38.4K
+ 209.98%
$26.18 - $26.93 $1.01M - $1.04M
56.7K $1.51M
AVGO
Broadcom Inc.

Technology
2.11K
+ 53.24%
$146.29 - $275.65 $309K - $583K
6.09K $1.68M
MUB
Ishares National Muni Bond ETF

ETFs
9.67K
+ 239.24%
$102.31 - $105.8 $989K - $1.02M
13.7K $1.43M
OSCV
Opus Small Cap Value ETF

ETFs
21K
+ 10.94%
$31.34 - $36.29 $660K - $764K
213K $7.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.66K
+ 3.02%
$71.28 - $83.74 $332K - $390K
159K $13.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
20K
+ 106.06%
$48.13 - $49.85 $963K - $997K
38.9K $1.91M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
9.45K
+ 27.76%
$67.22 - $81.54 $635K - $771K
43.5K $3.55M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
18.7K
+ 182.34%
$32.02 - $42.16 $597K - $786K
28.9K $1.22M
SCHV
Schwab Strategic Tr Us Large C

ETFs
29.9K
+ 216.51%
$23.55 - $27.67 $704K - $828K
43.7K $1.21M
GLD
Spdr Gold Trust

ETFs
2.66K
+ 206.13%
$273.71 - $316.29 $727K - $840K
3.94K $1.2M
SUB
Ishares Short Term National Mu

ETFs
7.58K
+ 385.01%
$104.77 - $106.34 $794K - $806K
9.55K $1.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
10.9K
+ 44.49%
$72.02 - $73.82 $783K - $802K
35.3K $2.6M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
21.4K
+ 180.19%
$28.53 - $35.69 $611K - $765K
33.3K $1.19M
BNDX
Vanguard Total International B

ETFs
15.7K
+ 67.83%
$48.77 - $49.55 $767K - $780K
38.9K $1.93M
DRSK
ETF Ser Solutions Aptus Define

ETFs
15.5K
+ 6.78%
$26.75 - $28.79 $414K - $446K
244K $7.01M
WMT
Walmart Inc.

Consumer Defensive
4.49K
+ 15.72%
$81.79 - $99.98 $367K - $448K
33K $3.23M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.37K
+ 173.82%
$82.32 - $112.47 $442K - $604K
8.46K $951K
DIS
Walt Disney CO

Communication Services
4.46K
+ 122.74%
$81.72 - $124.01 $364K - $553K
8.09K $1M
COST
Costco Wholesale Corp

Consumer Defensive
579
+ 37.12%
$908.13 - $1056.85 $526K - $612K
2.14K $2.12M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
10.7K
+ 10.53%
$22.28 - $27.57 $239K - $296K
113K $3.11M
IEFA
Ishares Tr

ETFs
6.1K
+ 40.19%
$67.83 - $84.09 $414K - $513K
21.3K $1.78M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
24.8K
+ 51.28%
$22.4 - $23.8 $556K - $591K
73.2K $1.74M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
22.8K
+ 242.16%
$24.98 - $25.66 $569K - $585K
32.2K $824K
NFLX
Netflix Inc

Communication Services
177
+ 23.02%
$855.86 - $1339.13 $151K - $237K
946 $1.27M
XCEM
Columbia ETF Tr Ii

ETFs
8.91K
+ 19.14%
$26.68 - $34.18 $238K - $305K
55.5K $1.9M
GOOGL
Alphabet Inc.

Communication Services
988
+ 6.21%
$144.7 - $178.6 $143K - $176K
16.9K $2.98M
PWR
Quanta Services, Inc.

Industrials
881
+ 74.91%
$239.47 - $381.26 $211K - $336K
2.06K $777K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
3.31K
+ 4.15%
$27.65 - $36.12 $91.6K - $120K
83.1K $3M
Activity Summary
Buys All Purchases 284 New Holdings 53 Increased Positions 231 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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