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
IVW
Ishares S&P 500 Growth ETF

ETFs
527
+ 11.93%
$82.96 - $110.1 $43.7K - $58K
4.95K $544K
XLC
Select Sector Spdr Tr Communic

ETFs
841
+ 26.16%
$86.13 - $108.53 $72.4K - $91.3K
4.06K $440K
CRWD
Crowd Strike Holdings, Inc.

Technology
51
+ 7.76%
$321.63 - $509.31 $16.4K - $26K
708 $360K
ICVT
Ishares Tr Convertible Bond Et

ETFs
727
+ 7.63%
$78.98 - $90.1 $57.4K - $65.5K
10.2K $923K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
479
+ 21.02%
$483.48 - $539.8 $232K - $259K
2.76K $1.34M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.95K
+ 13.83%
$24.32 - $27.87 $193K - $222K
65.4K $1.73M
STWD
Starwood Property Trust, Inc.

Real Estate
3.96K
+ 2.65%
$17.28 - $20.41 $68.4K - $80.8K
154K $3.08M
VBK
Vanguard Small Cap Growth ETF

ETFs
296
+ 19.2%
$219.76 - $276.94 $65K - $82K
1.84K $509K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
208
+ 11.57%
$180.84 - $240.32 $37.6K - $50K
2.01K $482K
TDIV
First Trust Nasdaq Technology

ETFs
389
+ 8.0%
$64.41 - $90.17 $25.1K - $35.1K
5.25K $473K
UBER
Uber Technologies, Inc

Technology
189
+ 4.06%
$64.62 - $93.3 $12.2K - $17.6K
4.84K $451K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
392
+ 1.61%
$40.85 - $48.2 $16K - $18.9K
24.7K $1.19M
DLTR
Dollar Tree, Inc.

Consumer Defensive
190
+ 4.92%
$67.22 - $100.51 $12.8K - $19.1K
4.06K $401K
NEM
Newmont Corp

Basic Materials
305
+ 3.28%
$44.18 - $59.46 $13.5K - $18.1K
9.6K $559K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
85
+ 1.02%
$57.46 - $75.58 $4.88K - $6.42K
8.44K $637K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
5.44K
+ 1.64%
$12.34 - $14.3 $67.1K - $77.7K
336K $4.78M
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.16K
+ 10.95%
$40.73 - $50.06 $47.2K - $58.1K
11.8K $588K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
554
+ 6.6%
$43.2 - $57.36 $23.9K - $31.8K
8.95K $513K
IVE
Ishares S&P 500 Value ETF

ETFs
298
+ 3.28%
$168.34 - $195.42 $50.2K - $58.2K
9.38K $1.83M
CRM
Salesforce, Inc.

Technology
356
+ 32.6%
$236.26 - $291.15 $84.1K - $104K
1.45K $394K
GAIN
Gladstone Investment Corporation\De

Financial Services
2.08K
+ 2.73%
$11.77 - $15.26 $24.5K - $31.8K
78.4K $1.12M
IWY
Ishares Tr Russell 200 Growth

ETFs
222
+ 19.41%
$187.5 - $246.51 $41.6K - $54.7K
1.37K $336K
CSCO
Cisco Systems, Inc.

Technology
786
+ 15.26%
$53.19 - $69.38 $41.8K - $54.5K
5.94K $411K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.42K
+ 6.91%
$51.1 - $53.29 $72.6K - $75.7K
22K $1.17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.66K
+ 1.46%
$50.36 - $50.68 $83.3K - $83.9K
115K $5.83M
XLG
Invesco Exchange Traded Fd Tr

ETFs
123
+ 0.92%
$40.94 - $52.1 $5.04K - $6.41K
13.5K $704K
BK
Bank Of New York Mellon Corp

Financial Services
556
+ 11.11%
$73.31 - $91.62 $40.8K - $50.9K
5.56K $506K
ADBE
Adobe Inc.

Technology
200
+ 11.22%
$340.0 - $420.68 $68K - $84.1K
1.98K $766K
NOC
Northrop Grumman Corp

Industrials
190
+ 20.34%
$456.3 - $540.39 $86.7K - $103K
1.12K $561K
CAT
Caterpillar Inc

Industrials
71
+ 8.48%
$273.94 - $388.21 $19.4K - $27.6K
908 $352K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
237
+ 2.23%
$45.98 - $56.15 $10.9K - $13.3K
10.9K $609K
T
At&T Inc.

Communication Services
1.81K
+ 5.09%
$26.33 - $28.94 $47.7K - $52.4K
37.4K $1.08M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 4.08%
$4164.15 - $5789.24 $8.33K - $11.6K
51 $295K
LMT
Lockheed Martin Corp

Industrials
107
+ 8.8%
$430.82 - $486.45 $46.1K - $52.1K
1.32K $612K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
1.4K
+ 1.56%
$40.64 - $47.27 $56.8K - $66.1K
90.8K $4.23M
NEE
Nextera Energy Inc

Utilities
977
+ 30.47%
$64.11 - $75.0 $62.6K - $73.3K
4.18K $290K
SYK
Stryker Corp

Healthcare
122
+ 20.75%
$337.37 - $395.63 $41.2K - $48.3K
710 $280K
AMT
American Tower Corp

Real Estate
217
+ 5.38%
$203.96 - $228.19 $44.3K - $49.5K
4.25K $939K
ROP
Roper Technologies Inc

Industrials
145
+ 13.9%
$519.19 - $590.78 $75.3K - $85.7K
1.19K $673K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
687
+ 9.05%
$32.66 - $40.75 $22.4K - $28K
8.28K $335K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
6.13K
+ 59.47%
$11.11 - $14.46 $68.1K - $88.6K
16.4K $205K
AIQ
Global X Funds Global X Artifi

ETFs
250
+ 4.18%
$31.5 - $43.69 $7.88K - $10.9K
6.24K $272K
SPTL
Spdr Portfolio Long Term Treas

ETFs
2.94K
+ 8.5%
$25.48 - $27.78 $74.8K - $81.6K
37.5K $996K
PFE
Pfizer Inc

Healthcare
2.79K
+ 22.8%
$21.59 - $24.84 $60.3K - $69.4K
15K $364K
VO
Vanguard Mid Cap ETF

ETFs
122
+ 14.82%
$228.54 - $279.83 $27.9K - $34.1K
945 $264K
CGDV
Capital Group Divid Value ETF

ETFs
374
+ 4.35%
$31.93 - $39.49 $11.9K - $14.8K
8.98K $354K
IXN
Ishares Global Information Tec

ETFs
10
+ 0.35%
$65.81 - $92.34 $658 - $923
2.89K $266K
VV
Vanguard Large Cap ETF

ETFs
83
+ 9.68%
$228.25 - $285.3 $18.9K - $23.7K
940 $268K
CGUS
Capital Group Core Equity ETF
255
+ 2.43%
$29.93 - $36.93 $7.63K - $9.42K
10.7K $396K
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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