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
Capital Group Core Balanced
11.8K
+ 69.85%
N/A
28.7K $0
JUCY
ETF Ser Solutions Aptus Enhanc
104
+ 0.08%
N/A
129K $0
SO
Southern CO

Utilities
1
+ 0.02%
$84.91 - $92.56 $84.9 - $92.6
4.28K $392K
Te Connectivity PLC
154
+ 9.23%
N/A
1.82K $0
Wisdomtree Tr
4.51K
+ 85.34%
N/A
9.79K $0
CBSH
Commerce Bancshares Inc

Financial Services
4
+ 0.01%
$55.42 - $65.63 $222 - $263
30K $1.87M
SUN
Sunoco LP

Energy
614
+ 8.21%
$50.38 - $59.13 $30.9K - $36.3K
8.09K $433K
MO
Altria Group, Inc.

Consumer Defensive
533
+ 2.09%
$55.56 - $60.91 $29.6K - $32.5K
26K $1.53M
AMGN
Amgen Inc

Healthcare
89
+ 9.66%
$262.28 - $309.85 $23.3K - $27.6K
1.01K $282K
DOCU
Docusign, Inc.

Technology
61
+ 1.57%
$70.35 - $93.84 $4.29K - $5.72K
3.94K $307K
FANG
Diamondback Energy, Inc.

Energy
638
+ 14.43%
$119.25 - $161.49 $76.1K - $103K
5.06K $695K
SPG
Simon Property Group Inc

Real Estate
32
+ 1.02%
$140.37 - $171.44 $4.49K - $5.49K
3.17K $509K
IEP
Icahn Enterprises L.P.

Industrials
1.48K
+ 5.23%
$7.81 - $9.75 $11.6K - $14.5K
29.8K $240K
BXSL
Blackstone Secured Lending Fund

Financial Services
38
+ 0.26%
$26.88 - $32.74 $1.02K - $1.24K
14.4K $442K
ZTS
Zoetis Inc.

Healthcare
53
+ 1.36%
$144.41 - $170.3 $7.65K - $9.03K
3.96K $617K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.42K
+ 1402.22%
$87.84 - $1441.89 $388K - $6.37M
4.73K $426K
CPRT
Copart Inc

Consumer Cyclical
893
+ 9.42%
$47.72 - $63.84 $42.6K - $57K
10.4K $509K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
2.2K
+ 9.18%
$13.55 - $16.25 $29.8K - $35.7K
26.1K $357K
ABBV
Abb Vie Inc.

Healthcare
190
+ 6.51%
$170.16 - $206.27 $32.3K - $39.2K
3.11K $576K
JNJ
Johnson & Johnson

Healthcare
277
+ 4.7%
$146.36 - $159.82 $40.5K - $44.3K
6.17K $941K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
+ 1.05%
$483.07 - $625.6 $1.93K - $2.5K
385 $202K
FDX
Fedex Corp

Industrials
37
+ 1.31%
$198.07 - $245.17 $7.33K - $9.07K
2.87K $652K
MRK
Merck & Co., Inc.

Healthcare
580
+ 7.18%
$73.47 - $87.12 $42.6K - $50.5K
8.66K $685K
VZ
Verizon Communications Inc

Communication Services
940
+ 1.91%
$41.67 - $45.62 $39.2K - $42.9K
50.2K $2.17M
CHE
Chemed Corp

Healthcare
59
+ 6.93%
$486.93 - $619.21 $28.7K - $36.5K
910 $443K
AAPL
Apple Inc.

Technology
4.74K
+ 7.25%
$172.42 - $223.89 $818K - $1.06M
70.2K $14.4M
BMY
Bristol Myers Squibb CO

Healthcare
35
+ 0.27%
$44.12 - $59.6 $1.54K - $2.09K
13.1K $608K
EPD
Enterprise Products Partners L.P.

Energy
35
+ 0.05%
$28.95 - $34.22 $1.01K - $1.2K
64.8K $2.01M
XOM
Exxon Mobil Corp

Energy
1.09K
+ 2.31%
$99.93 - $119.04 $109K - $130K
48.2K $5.19M
UPS
United Parcel Service Inc

Industrials
1.12K
+ 1.78%
$91.92 - $110.2 $103K - $124K
64.4K $6.5M
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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