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
Oaktree Specialty Lending CO
15.8K
+ 7.66%
N/A
222K $0
JUCY
ETF Ser Solutions Aptus Enhanc
4.91K
+ 3.94%
N/A
129K $0
Managed Portfolio Series
18.5K
+ 11.73%
N/A
177K $0
Kodiak Gas Svcs Inc
25
+ 0.2%
N/A
12.3K $0
Ea Series Trust
1.24K
+ 15.74%
N/A
9.1K $0
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.86K
+ 6.58%
$32.49 - $37.99 $92.8K - $108K
46.3K $1.55M
FANG
Diamondback Energy, Inc.

Energy
74
+ 1.7%
$139.9 - $180.18 $10.4K - $13.3K
4.42K $706K
AIQ
Global X Funds Global X Artifi

ETFs
200
+ 3.46%
$36.38 - $42.77 $7.28K - $8.55K
5.99K $217K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
52
+ 0.28%
$49.25 - $50.66 $2.56K - $2.63K
18.9K $935K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.83K
+ 4.79%
$21.75 - $24.28 $214K - $239K
215K $4.75M
SPG
Simon Property Group Inc

Real Estate
48
+ 1.55%
$159.48 - $187.78 $7.66K - $9.01K
3.14K $520K
IWY
Ishares Tr Russell 200 Growth

ETFs
65
+ 6.02%
$210.19 - $243.33 $13.7K - $15.8K
1.14K $241K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
375
+ 4.68%
$48.9 - $56.81 $18.3K - $21.3K
8.39K $410K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
211
+ 2.11%
$35.37 - $41.21 $7.46K - $8.7K
10.2K $368K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
820
+ 3.49%
$43.95 - $48.5 $36K - $39.8K
24.3K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
71
+ 2.55%
$222.66 - $268.42 $15.8K - $19.1K
2.85K $664K
SYLD
Cambria Shareholder Yld ETF

ETFs
911
+ 5.35%
$62.77 - $71.4 $57.2K - $65K
18K $1.15M
BAC
Bank Of America Corp

Financial Services
426
+ 2.35%
$39.61 - $47.74 $16.9K - $20.3K
18.5K $773K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
2.99K
+ 2.3%
$11.63 - $13.3 $34.8K - $39.8K
133K $1.55M
IVW
Ishares S&P 500 Growth ETF

ETFs
59
+ 1.35%
$92.45 - $106.69 $5.45K - $6.29K
4.42K $410K
TROW
Price T Rowe Group Inc

Financial Services
76
+ 3.61%
$91.57 - $116.93 $6.96K - $8.89K
2.18K $200K
APO
Apollo Global Management, Inc.

Financial Services
22
+ 1.29%
$126.01 - $172.06 $2.77K - $3.79K
1.72K $235K
FNX
First Tr Mid Cap Core Alphadex

ETFs
7
+ 0.1%
$105.28 - $121.93 $737 - $854
7.18K $782K
ISRG
Intuitive Surgical Inc

Healthcare
2
+ 0.08%
$476.63 - $610.45 $953 - $1.22K
2.42K $1.2M
FSK
Fs Kkr Capital Corp

Financial Services
5.82K
+ 2.26%
$20.47 - $24.06 $119K - $140K
264K $5.52M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
2.95K
+ 2.0%
$7.72 - $9.45 $22.8K - $27.8K
150K $1.21M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
6.56K
+ 7.92%
$46.12 - $52.9 $303K - $347K
89.4K $4.16M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
132
+ 1.26%
$47.79 - $59.89 $6.31K - $7.91K
10.6K $533K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
9.36K
+ 2.91%
$14.1 - $15.62 $132K - $146K
331K $4.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 0.88%
$468.34 - $539.52 $21.1K - $24.3K
5.17K $2.43M
TGT
Target Corp

Consumer Defensive
172
+ 2.3%
$103.65 - $142.5 $17.8K - $24.5K
7.64K $797K
UPS
United Parcel Service Inc

Industrials
1.74K
+ 2.83%
$109.66 - $136.26 $191K - $238K
63.3K $6.96M
TSLA
Tesla, Inc.

Consumer Cyclical
193
+ 1.55%
$222.15 - $428.22 $42.9K - $82.6K
12.6K $3.27M
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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