United Advisor Group, LLC Incresed Positions in Q4 2024

United Advisor Group, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLP
Consumer Staples Sector Spdr

ETFs
872
+ 30.08%
N/A
3.77K $286K
HWM
Howmet Aerospace Inc.

Industrials
116
+ 2.1%
$99.72 - $120.09 $11.6K - $13.9K
5.63K $615K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
2.5K
+ 18.67%
N/A
15.9K $404K
BA
Boeing CO

Industrials
16
+ 0.66%
$138.14 - $180.72 $2.21K - $2.89K
2.44K $432K
IVW
Ishares S&P 500 Growth ETF

ETFs
364
+ 9.11%
$94.43 - $105.47 $34.4K - $38.4K
4.36K $442K
KR
Kroger CO

Consumer Defensive
659
+ 12.57%
$55.21 - $63.3 $36.4K - $41.7K
5.9K $360K
SE
Sea LTD

Consumer Cyclical
11
+ 0.24%
$93.56 - $117.41 $1.03K - $1.29K
4.66K $494K
CAT
Caterpillar Inc

Industrials
228
+ 24.03%
$360.37 - $416.88 $82.2K - $95K
1.18K $426K
IWY
Ishares Tr Russell 200 Growth

ETFs
161
+ 17.54%
$216.72 - $244.71 $34.9K - $39.4K
1.08K $253K
AINV
Apollo Investment Corp

Financial Services
4.55K
+ 1.87%
N/A
248K $2.76M
MA
Mastercard Inc

Financial Services
34
+ 3.98%
$491.3 - $536.15 $16.7K - $18.2K
888 $467K
JNJ
Johnson & Johnson

Healthcare
984
+ 17.69%
$143.34 - $165.86 $141K - $163K
6.55K $946K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
199
+ 2.61%
$58.39 - $67.04 $11.6K - $13.3K
7.84K $497K
BK
Bank Of New York Mellon Corp

Financial Services
53
+ 0.64%
$70.82 - $81.87 $3.75K - $4.34K
8.33K $639K
BXSL
Blackstone Secured Lending Fund

Financial Services
10
+ 0.07%
$29.25 - $33.27 $293 - $333
14.3K $463K
PGR
Progressive Corp

Financial Services
488
+ 8.99%
$239.6 - $268.88 $117K - $131K
5.92K $1.42M
CHE
Chemed Corp

Healthcare
162
+ 25.12%
$517.44 - $613.19 $83.8K - $99.3K
807 $427K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
275
+ 8.5%
$126.68 - $134.74 $34.8K - $37.1K
3.51K $447K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
196
+ 1.56%
$66.77 - $71.52 $13.1K - $14K
12.8K $881K
TBUX
T Rowe Price Exchange Traded F

ETFs
636
+ 5.95%
$49.52 - $49.88 $31.5K - $31.7K
11.3K $561K
CPNG
Coupang, Inc.

Consumer Cyclical
2.9K
+ 21.77%
$21.98 - $26.89 $63.7K - $77.9K
16.2K $356K
PEP
Pepsico Inc

Consumer Defensive
509
+ 19.39%
$151.29 - $176.1 $77K - $89.6K
3.13K $476K
ROP
Roper Technologies Inc

Industrials
115
+ 13.34%
$519.85 - $575.95 $59.8K - $66.2K
977 $507K
SDGR
Schrodinger, Inc.

Healthcare
634
+ 3.31%
$16.98 - $22.57 $10.8K - $14.3K
19.8K $381K
TDIV
First Trust Nasdaq Technology

ETFs
430
+ 10.91%
$78.03 - $82.13 $33.6K - $35.3K
4.37K $343K
ENB
Enbridge Inc

Energy
194
+ 1.97%
$40.4 - $43.92 $7.84K - $8.52K
10K $425K
IXN
Ishares Global Information Tec

ETFs
225
+ 8.28%
$80.67 - $87.84 $18.2K - $19.8K
2.94K $249K
AMT
American Tower Corp

Real Estate
951
+ 30.64%
$179.4 - $232.01 $171K - $221K
4.06K $743K
QJUN
First Tr ETF
61
+ 0.34%
$26.78 - $28.75 $1.63K - $1.75K
17.8K $499K
GE
General Electric CO

Industrials
307
+ 19.06%
$159.95 - $194.23 $49.1K - $59.6K
1.92K $319K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
504
+ 1.58%
$17.93 - $18.8 $9.04K - $9.48K
32.4K $590K
TDVG
T Rowe Price Exchange Traded F

Technology
6.63K
+ 3.66%
$39.51 - $41.92 $262K - $278K
188K $7.44M
HD
Home Depot, Inc.

Consumer Cyclical
148
+ 5.05%
$385.02 - $431.37 $57K - $63.8K
3.08K $1.2M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
677
+ 6.38%
$8.24 - $11.07 $5.58K - $7.49K
11.3K $105K
CGUS
Capital Group Core Equity ETF
13
+ 0.12%
$33.96 - $36.24 $441 - $471
10.5K $366K
FBT
First Trust Nyse Arca Biotechn

ETFs
133
+ 5.06%
$161.65 - $178.69 $21.5K - $23.8K
2.76K $459K
DNL
Wiswisdomtree Tr

ETFs
1.28K
+ 10.87%
$35.98 - $39.39 $46.1K - $50.5K
13.1K $470K
QTEC
First Trust Nasdaq 100 Technol

ETFs
63
+ 2.92%
$185.87 - $204.12 $11.7K - $12.9K
2.22K $417K
ROKU
Roku, Inc

Communication Services
130
+ 0.91%
$64.08 - $84.12 $8.33K - $10.9K
14.4K $1.07M
QUAL
Ishares Msci Usa Quality Facto

ETFs
129
+ 0.72%
$176.42 - $186.91 $22.8K - $24.1K
18.1K $3.22M
Oaktree Specialty Lending CO
50.9K
+ 32.74%
N/A
206K $0
First Tr Exchng Traded Fd Vi
71
+ 0.6%
N/A
11.9K $0
STRV
Ea Ser Tr Strive 500 ETF
76K
+ 40.96%
N/A
262K $0
First Tr Exchng Traded Fd Vi
83
+ 0.97%
N/A
8.62K $0
Ea Series Trust
2.77K
+ 54.28%
N/A
7.86K $0
GAIN
Gladstone Investment Corporation\De

Financial Services
6.31K
+ 9.0%
$12.92 - $14.81 $81.5K - $93.5K
76.4K $1.01M
Arm Holdings PLC
7
+ 0.18%
N/A
3.82K $0
HUSV
First Tr ETF Iii Horizon Manag
12
+ 0.17%
N/A
7.23K $0
Kodiak Gas Svcs Inc
519
+ 4.41%
N/A
12.3K $0
Activity Summary
Buys All Purchases 236 New Holdings 61 Increased Positions 175 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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