United Advisor Group, LLC Incresed Positions in Q3 2025

United Advisor Group, LLC

  • $689 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
18.9K
+ 26.97%
$202.38 - $256.87 $3.83M - $4.86M
89.1K $22.7M
NVDA
Nvidia Corp

Technology
21.6K
+ 17.21%
$153.3 - $186.58 $3.32M - $4.04M
147K $27.5M
GOOGL
Alphabet Inc.

Communication Services
21.4K
+ 126.83%
$174.36 - $254.72 $3.74M - $5.46M
38.3K $9.32M
TSLA
Tesla, Inc.

Consumer Cyclical
8.87K
+ 63.72%
$293.94 - $444.72 $2.61M - $3.94M
22.8K $10.1M
PLTR
Palantir Technologies Inc.

Technology
7.86K
+ 8.72%
$130.68 - $186.97 $1.03M - $1.47M
98K $17.9M
AMZN
Amazon Com Inc

Consumer Cyclical
21.4K
+ 43.98%
$211.65 - $238.24 $4.52M - $5.09M
69.9K $15.4M
META
Meta Platforms, Inc.

Communication Services
5.78K
+ 106.06%
$695.21 - $791.73 $4.02M - $4.58M
11.2K $8.25M
MSFT
Microsoft Corp

Technology
7K
+ 28.66%
$491.09 - $535.64 $3.44M - $3.75M
31.4K $16.3M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
14.3K
+ 80.52%
$225.11 - $247.9 $3.22M - $3.55M
32.1K $7.93M
SCHX
Schwab Strategic Tr Us Large C

ETFs
103K
+ 36.12%
$24.46 - $26.5 $2.52M - $2.73M
388K $10.2M
IVV
Ishares Core S&P 500 ETF

ETFs
3.06K
+ 96.28%
$620.67 - $670.08 $1.9M - $2.05M
6.23K $4.17M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
31.6K
+ 10.32%
$41.26 - $43.63 $1.3M - $1.38M
338K $14.7M
DFAI
Dimensional ETF Tr

ETFs
46.5K
+ 34.12%
$34.05 - $36.55 $1.58M - $1.7M
183K $6.65M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
17.8K
+ 64.01%
$97.75 - $100.75 $1.74M - $1.79M
45.5K $4.56M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.03K
+ 20.8%
$567.77 - $614.76 $1.15M - $1.25M
11.8K $7.21M
OSCV
Opus Small Cap Value ETF

ETFs
29.3K
+ 13.75%
$35.98 - $38.73 $1.06M - $1.14M
243K $9.28M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
25.9K
+ 14.11%
$30.86 - $33.86 $799K - $877K
209K $7.09M
TLT
Ishares Barclays 20+ Year Trea

ETFs
15.8K
+ 385.07%
$85.01 - $90.35 $1.34M - $1.42M
19.9K $1.77M
JPM
Jpmorgan Chase & CO

Financial Services
2.96K
+ 16.49%
$282.78 - $316.06 $837K - $935K
20.9K $6.59M
CVX
Chevron Corp

Energy
8.19K
+ 127.18%
$145.57 - $161.83 $1.19M - $1.33M
14.6K $2.27M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
8.69K
+ 8.0%
$82.42 - $87.03 $716K - $756K
117K $10.2M
PFE
Pfizer Inc

Healthcare
44.8K
+ 297.89%
$23.29 - $25.88 $1.04M - $1.16M
59.9K $1.53M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
7.28K
+ 29.34%
$108.46 - $120.63 $790K - $878K
32.1K $3.81M
RDVY
First Trust Rising Dividend Ac

ETFs
6.43K
+ 4.35%
$62.38 - $67.29 $401K - $433K
154K $10.4M
SPYG
Spdr Portfolio

ETFs
2.69K
+ 3.08%
$94.33 - $105.31 $254K - $283K
90.1K $9.41M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
14.2K
+ 15.6%
$46.4 - $51.49 $657K - $729K
105K $5.24M
MU
Micron Technology Inc

Technology
5.56K
+ 325.16%
$104.88 - $168.89 $583K - $939K
7.27K $1.22M
CGXU
Capital Group Intl Focus Equit

ETFs
24.2K
+ 21.45%
$26.49 - $29.62 $641K - $717K
137K $4.06M
JEPI
J P Morgan Exchange Traded Fd

ETFs
17.1K
+ 42.58%
$55.61 - $57.37 $952K - $982K
57.3K $3.27M
SYLD
Cambria Shareholder Yld ETF

ETFs
12.8K
+ 64.77%
$63.93 - $70.45 $818K - $902K
32.6K $2.24M
VTV
Vanguard Value ETF

ETFs
3.35K
+ 10.91%
$175.51 - $186.57 $588K - $625K
34.1K $6.35M
VZ
Verizon Communications Inc

Communication Services
19.6K
+ 39.06%
$40.84 - $45.06 $801K - $883K
69.8K $3.07M
DRSK
ETF Ser Solutions Aptus Define

ETFs
27.2K
+ 11.16%
$28.26 - $29.29 $769K - $797K
271K $7.81M
UNH
Unitedhealth Group Inc

Healthcare
2K
+ 109.29%
$237.77 - $353.61 $476K - $707K
3.83K $1.32M
VUG
Vanguard Growth ETF

ETFs
723
+ 7.68%
$433.97 - $484.08 $314K - $350K
10.1K $4.86M
GOOG
Alphabet Inc.

Communication Services
1.32K
+ 21.3%
$175.16 - $255.24 $232K - $338K
7.54K $1.84M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
7.72K
+ 33.8%
$79.58 - $83.45 $614K - $644K
30.6K $2.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
881
+ 32.91%
$617.65 - $666.84 $544K - $587K
3.56K $2.37M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
8.14K
+ 30.2%
$86.07 - $90.74 $701K - $739K
35.1K $3.14M
PG
Procter & Gamble CO

Consumer Defensive
5.27K
+ 26.57%
$150.47 - $161.22 $794K - $850K
25.1K $3.86M
FYLD
Cambria Foreign Shareholder Yi

ETFs
13.3K
+ 9.36%
$29.19 - $31.97 $387K - $424K
155K $4.83M
ABBV
Abb Vie Inc.

Healthcare
2.32K
+ 74.55%
$184.85 - $231.54 $428K - $536K
5.43K $1.26M
TDVG
T Rowe Price Exchange Traded F

Technology
7.74K
+ 4.18%
$42.05 - $43.96 $325K - $340K
193K $8.48M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
5.54K
+ 12.74%
$81.55 - $85.33 $452K - $473K
49K $4.17M
WMT
Walmart Inc.

Consumer Defensive
4.34K
+ 13.16%
$94.4 - $104.27 $410K - $453K
37.4K $3.85M
CSCO
Cisco Systems, Inc.

Technology
9.15K
+ 154.09%
$66.2 - $71.79 $606K - $657K
15.1K $1.03M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.6K
+ 26.42%
$35.42 - $38.65 $447K - $488K
60.4K $2.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
15.2K
+ 16.76%
$28.15 - $30.13 $428K - $458K
106K $3.14M
RLY
Ssga Active ETF Tr

ETFs
17K
+ 48.3%
$29.22 - $30.91 $497K - $525K
52.2K $1.61M
Activity Summary
Buys All Purchases 357 New Holdings 87 Increased Positions 270 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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