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
FITB
Fifth Third Bancorp

Financial Services
1.92K
+ 25.62%
$37.48 - $44.96 $72.1K - $86.5K
9.43K $369K
VBK
Vanguard Small Cap Growth ETF

ETFs
333
+ 27.54%
$247.97 - $296.33 $82.6K - $98.7K
1.54K $388K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.56K
+ 12.72%
$25.77 - $27.6 $40.2K - $43K
13.8K $367K
ENB
Enbridge Inc

Energy
611
+ 6.09%
$41.54 - $45.45 $25.4K - $27.8K
10.6K $471K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
457
+ 43.69%
$165.25 - $224.62 $75.5K - $103K
1.5K $249K
VDE
Vanguard Energy ETF

ETFs
115
+ 3.67%
$119.14 - $132.76 $13.7K - $15.3K
3.25K $421K
XLU
Utilities Sector Spdr

ETFs
361
+ 9.03%
$74.7 - $80.27 $27K - $29K
4.36K $343K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.69K
+ 7.04%
$48.06 - $53.73 $129K - $144K
40.9K $1.99M
CGDV
Capital Group Divid Value ETF

ETFs
877
+ 11.35%
$34.95 - $37.36 $30.7K - $32.8K
8.6K $306K
BOND
Pimco Active Bond Exchange Tra

ETFs
276
+ 7.55%
$89.27 - $92.9 $24.6K - $25.6K
3.93K $363K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
518
+ 6.61%
$62.72 - $71.92 $32.5K - $37.3K
8.35K $526K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
678
+ 2.13%
$49.69 - $50.76 $33.7K - $34.4K
32.6K $1.63M
HDMV
First Tr ETF Iii Horizon Manag

ETFs
8
+ 0.1%
$28.41 - $32.26 $227 - $258
8.05K $258K
CPNG
Coupang, Inc.

Consumer Cyclical
1.24K
+ 7.67%
$21.34 - $25.52 $26.5K - $31.7K
17.4K $382K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
493
+ 9.8%
$113.13 - $127.79 $55.8K - $63K
5.53K $625K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 19.51%
$4295.4 - $5141.88 $34.4K - $41.1K
49 $225K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
226
+ 13.43%
$333.37 - $384.99 $75.3K - $87K
1.91K $638K
TBUX
T Rowe Price Exchange Traded F

ETFs
430
+ 3.8%
$49.57 - $49.82 $21.3K - $21.4K
11.8K $583K
CPRT
Copart Inc

Consumer Cyclical
484
+ 5.38%
$52.3 - $59.83 $25.3K - $29K
9.48K $536K
VB
Vanguard Small Cap ETF

ETFs
234
+ 13.17%
$217.89 - $252.64 $51K - $59.1K
2.01K $445K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
72
+ 2.78%
$128.74 - $138.67 $9.27K - $9.98K
2.67K $361K
PWR
Quanta Services, Inc.

Industrials
293
+ 33.18%
$236.71 - $358.03 $69.4K - $105K
1.18K $298K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
699
+ 4.4%
N/A
16.6K $422K
QTEC
First Trust Nasdaq 100 Technol

ETFs
278
+ 12.52%
$173.56 - $210.67 $48.2K - $58.6K
2.5K $433K
MUB
Ishares National Muni Bond ETF

ETFs
182
+ 4.72%
$104.71 - $107.69 $19.1K - $19.6K
4.04K $426K
SDGR
Schrodinger, Inc.

Healthcare
295
+ 1.49%
$18.69 - $26.15 $5.51K - $7.71K
20.1K $396K
HYD
Vaneck High Yield Muni ETF

ETFs
341
+ 7.46%
$50.79 - $52.53 $17.3K - $17.9K
4.91K $251K
TDIV
First Trust Nasdaq Technology

ETFs
489
+ 11.18%
$73.39 - $83.95 $35.9K - $41.1K
4.86K $357K
COP
Conocophillips

Energy
1
+ 0.04%
$88.6 - $105.85 $88.6 - $106
2.42K $254K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
173
+ 2.58%
$49.52 - $50.2 $8.57K - $8.68K
6.88K $344K
USRT
Ishares Core U.S. Reit ETF

ETFs
192
+ 4.4%
$55.14 - $60.29 $10.6K - $11.6K
4.56K $262K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
113
+ 3.09%
$90.0 - $96.32 $10.2K - $10.9K
3.78K $348K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
463
+ 4.05%
$31.66 - $34.73 $14.7K - $16.1K
11.9K $386K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
245
+ 2.14%
$19.96 - $20.4 $4.89K - $5K
11.7K $234K
SUB
Ishares Short Term National Mu

ETFs
44
+ 2.29%
$105.3 - $106.24 $4.63K - $4.67K
1.97K $207K
DOCU
Docusign, Inc.

Technology
403
+ 11.58%
$74.7 - $97.7 $30.1K - $39.4K
3.88K $316K
DNL
Wiswisdomtree Tr

ETFs
221
+ 1.69%
$35.56 - $38.21 $7.86K - $8.44K
13.3K $474K
SPY
Spdr S&P 500 ETF Trust

ETFs
181
+ 4.95%
$551.42 - $612.93 $99.8K - $111K
3.84K $2.15M
DSL
Double Line Income Solutions Fund

Financial Services
73
+ 0.17%
$12.53 - $12.88 $915 - $940
43.6K $550K
ORCC
Owl Rock Capital Corp

Financial Services
183
+ 0.68%
N/A
27K $362K
BXSL
Blackstone Secured Lending Fund

Financial Services
9
+ 0.06%
$31.3 - $34.5 $282 - $311
14.3K $464K
STRV
Ea Ser Tr Strive 500 ETF
27.4K
+ 10.48%
N/A
289K $0
Annaly Capital Management In
847
+ 1.46%
N/A
58.9K $0
Capital Grp Fixed Incm ETF T
12.1K
+ 20.86%
N/A
70.3K $0
Te Connectivity PLC
15
+ 0.91%
N/A
1.67K $0
Direxion Shs ETF Tr
48.9K
+ 579.58%
N/A
57.3K $0
Capital Group Core Balanced
560
+ 3.43%
N/A
16.9K $0
Blackrock ETF Trust
1.75K
+ 3.03%
N/A
59.5K $0
HUSV
First Tr ETF Iii Horizon Manag
10
+ 0.14%
N/A
7.24K $0
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
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