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
HON
Honeywell International Inc

Industrials
56
+ 3.56%
$182.86 - $232.88 $10.2K - $13K
1.63K $379K
FNX
First Tr Mid Cap Core Alphadex

ETFs
6
+ 0.08%
$94.92 - $114.85 $570 - $689
7.19K $825K
VB
Vanguard Small Cap ETF

ETFs
45
+ 2.24%
$193.73 - $237.37 $8.72K - $10.7K
2.06K $487K
TMO
Thermo Fisher Scientific Inc.

Healthcare
215
+ 43.52%
$390.26 - $489.06 $83.9K - $105K
709 $287K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
921
+ 2.83%
$41.2 - $42.29 $37.9K - $38.9K
33.5K $1.41M
XLP
Consumer Staples Sector Spdr

ETFs
523
+ 15.13%
N/A
3.98K $302K
FSK
Fs Kkr Capital Corp

Financial Services
4.46K
+ 1.69%
$17.95 - $21.5 $80K - $95.9K
268K $5.56M
VDE
Vanguard Energy ETF

ETFs
609
+ 18.76%
$105.87 - $130.56 $64.5K - $79.5K
3.86K $459K
HYG
Ishares Tr

ETFs
228
+ 2.01%
$75.75 - $80.65 $17.3K - $18.4K
11.6K $931K
JNK
Spdr Bloomberg High Yield Bond

ETFs
298
+ 6.21%
$91.23 - $97.27 $27.2K - $29K
5.09K $495K
ABT
Abbott Laboratories

Healthcare
210
+ 9.9%
$123.95 - $138.08 $26K - $29K
2.33K $317K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4
+ 0.04%
$51.16 - $62.02 $205 - $248
9.77K $606K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
297
+ 4.96%
$32.02 - $39.74 $9.51K - $11.8K
6.28K $248K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
613
+ 8.91%
$49.54 - $50.53 $30.4K - $31K
7.49K $377K
KO
Coca Cola CO

Consumer Defensive
576
+ 5.34%
$68.37 - $73.9 $39.4K - $42.6K
11.4K $803K
GBDC
Golub Capital Bdc, Inc.

Financial Services
9.01K
+ 4.38%
$13.03 - $15.28 $117K - $138K
214K $3.14M
PEP
Pepsico Inc

Consumer Defensive
651
+ 21.64%
$128.02 - $151.37 $83.3K - $98.5K
3.66K $483K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
1.11K
+ 6.66%
N/A
17.7K $450K
MCD
Mcdonalds Corp

Consumer Cyclical
341
+ 9.62%
$285.55 - $321.23 $97.4K - $110K
3.89K $1.14M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
263
+ 12.96%
$100.04 - $100.54 $26.3K - $26.4K
2.29K $230K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
79
+ 0.98%
$30.04 - $35.71 $2.37K - $2.82K
8.13K $284K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
18
+ 0.5%
$55.5 - $69.0 $999 - $1.24K
3.59K $247K
BR
Broadridge Financial Solutions, Inc.

Technology
95
+ 3.26%
$217.22 - $246.25 $20.6K - $23.4K
3.01K $731K
KMI
Kinder Morgan, Inc.

Energy
112
+ 0.53%
$25.21 - $29.4 $2.82K - $3.29K
21.3K $627K
D
Dominion Energy, Inc

Utilities
355
+ 6.28%
$49.66 - $58.0 $17.6K - $20.6K
6.01K $339K
DUK
Duke Energy Corp

Utilities
226
+ 10.87%
$112.46 - $124.05 $25.4K - $28K
2.31K $272K
XLU
Utilities Sector Spdr

ETFs
22
+ 0.5%
$73.09 - $82.77 $1.61K - $1.82K
4.38K $357K
FTLS
First Tr Long/Short Equity ETF

ETFs
63
+ 1.51%
$60.06 - $66.28 $3.78K - $4.18K
4.24K $280K
WM
Waste Management Inc

Industrials
66
+ 6.55%
$216.47 - $242.1 $14.3K - $16K
1.07K $245K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
131
+ 5.01%
$75.05 - $77.34 $9.83K - $10.1K
2.75K $212K
CINF
Cincinnati Financial Corp

Financial Services
19
+ 0.28%
$126.6 - $151.6 $2.41K - $2.88K
6.92K $1.03M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
23
+ 0.61%
$81.46 - $94.63 $1.87K - $2.18K
3.8K $359K
APO
Apollo Global Management, Inc.

Financial Services
11
+ 0.64%
$108.68 - $145.07 $1.2K - $1.6K
1.73K $245K
TRV
Travelers Companies, Inc.

Financial Services
23
+ 1.88%
$233.83 - $276.34 $5.38K - $6.36K
1.25K $333K
SDGR
Schrodinger, Inc.

Healthcare
79
+ 0.39%
$17.97 - $26.69 $1.42K - $2.11K
20.1K $405K
ORCC
Owl Rock Capital Corp

Financial Services
609
+ 2.25%
N/A
27.6K $370K
CVX
Chevron Corp

Energy
976
+ 17.87%
$133.73 - $168.51 $131K - $164K
6.44K $921K
AINV
Apollo Investment Corp

Financial Services
610
+ 0.24%
N/A
257K $2.86M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
345
+ 0.94%
$28.02 - $32.37 $9.67K - $11.2K
36.9K $1.17M
PDI
Pimco Dynamic Income Fund

Financial Services
869
+ 5.62%
$17.02 - $19.87 $14.8K - $17.3K
16.3K $309K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
12
+ 0.45%
$121.58 - $136.74 $1.46K - $1.64K
2.68K $363K
T Rowe Price ETF Inc
15.1K
+ 232.06%
N/A
21.6K $0
Kodiak Gas Svcs Inc
292
+ 2.37%
N/A
12.6K $0
Managed Portfolio Series
8.94K
+ 5.06%
N/A
186K $0
Annaly Capital Management In
111
+ 0.19%
N/A
59K $0
STRV
Ea Ser Tr Strive 500 ETF
32K
+ 11.07%
N/A
321K $0
Blackrock ETF Trust
3.49K
+ 5.87%
N/A
62.9K $0
Oaktree Specialty Lending CO
7.15K
+ 3.22%
N/A
229K $0
Capital Grp Fixed Incm ETF T
15.6K
+ 22.2%
N/A
85.9K $0
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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