United Advisor Group, LLC Incresed Positions in Q1 2025

United Advisor Group, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.46K
+ 14.84%
$25.54 - $27.64 $114K - $123K
34.5K $941K
VEA
Vanguard Ftse Developed Market

ETFs
448
+ 1.07%
$47.4 - $52.99 $21.2K - $23.7K
42.2K $2.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.44K
+ 17.44%
$25.58 - $29.24 $216K - $247K
56.8K $1.49M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.88K
+ 19.85%
$69.69 - $79.99 $201K - $230K
17.4K $1.24M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.45K
+ 14.38%
$72.01 - $79.94 $177K - $196K
19.5K $1.45M
IEMG
Ishares Inc

ETFs
2.64K
+ 21.33%
N/A
15K $804K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.06K
+ 14.32%
$23.32 - $23.84 $141K - $145K
48.4K $1.13M
INTU
Intuit Inc

Technology
235
+ 65.46%
$555.63 - $630.23 $131K - $148K
594 $364K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.87K
+ 61.44%
$44.68 - $46.49 $128K - $133K
7.53K $348K
LLY
Eli Lilly & CO

Healthcare
133
+ 32.28%
$725.72 - $929.72 $96.5K - $124K
545 $450K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
2.35K
+ 7.79%
$40.77 - $42.27 $95.9K - $99.4K
32.5K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
131
+ 3.84%
$279.74 - $321.29 $36.6K - $42.1K
3.54K $1.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.43K
+ 7.91%
$168.16 - $186.21 $240K - $266K
19.5K $3.33M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.58K
+ 24.35%
$25.69 - $26.89 $92.1K - $96.4K
18.3K $492K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
595
+ 2.35%
$95.85 - $99.25 $57K - $59.1K
25.9K $2.56M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.14K
+ 8.49%
$54.25 - $57.64 $116K - $123K
27.3K $1.5M
NEM
Newmont Corp

Basic Materials
138
+ 1.51%
$37.79 - $48.39 $5.22K - $6.68K
9.29K $448K
ROP
Roper Technologies Inc

Industrials
66
+ 6.76%
$502.71 - $593.81 $33.2K - $39.2K
1.04K $614K
XCEM
Columbia ETF Tr Ii

ETFs
3.71K
+ 8.66%
$29.18 - $30.72 $108K - $114K
46.6K $1.38M
RWL
Invesco Exchange Traded Fd Tr

ETFs
968
+ 27.53%
$96.9 - $104.39 $93.8K - $101K
4.48K $445K
SPYG
Spdr Portfolio

ETFs
7.13K
+ 11.36%
$80.05 - $92.39 $571K - $659K
69.9K $5.62M
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
XLY
Select Sector Spdr Consumer Di

ETFs
719
+ 35.04%
$192.6 - $233.2 $138K - $168K
2.77K $547K
DGS
Wisdomtree Emerging Markets Sm

ETFs
2.46K
+ 4.7%
$47.4 - $50.24 $117K - $123K
54.8K $2.65M
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
IUSG
Ishares Core S&P U.S Growth Et

ETFs
903
+ 36.96%
$126.86 - $146.45 $115K - $132K
3.35K $425K
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
VGT
Vanguard Information Technolog

ETFs
235
+ 28.28%
$542.38 - $646.34 $127K - $152K
1.07K $578K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
2.41K
+ 5.23%
$64.6 - $69.89 $156K - $169K
48.5K $3.18M
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
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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