United Advisor Group, LLC New Holdings in Q3 2024

United Advisor Group, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
40.1K
New
$52.26 - $80.75 $2.1M - $3.24M
40.1K $3.21M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.38K
New
$285.48 - $330.24 $1.82M - $2.11M
6.38K $2.05M
SQ
Block, Inc.

Technology
25.9K
New
$57.21 - $72.07 $1.48M - $1.87M
25.9K $1.74M
MGV
Vanguard Mega Cap Value

ETFs
12K
New
$118.0 - $128.28 $1.41M - $1.53M
12K $1.53M
HOOD
Robinhood Markets, Inc.

Technology
57.3K
New
$16.42 - $24.63 $941K - $1.41M
57.3K $1.34M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
33.7K
New
$32.65 - $36.69 $1.1M - $1.24M
33.7K $1.23M
NET
Cloudflare, Inc.

Technology
13.5K
New
$74.4 - $86.96 $1M - $1.17M
13.5K $1.09M
ROKU
Roku, Inc

Communication Services
14.3K
New
$51.67 - $77.48 $739K - $1.11M
14.3K $1.07M
TWLO
Twilio Inc

Communication Services
15.3K
New
$56.03 - $65.23 $857K - $998K
15.3K $997K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
17.4K
New
$49.82 - $52.8 $865K - $917K
17.4K $913K
XLV
Select Sector Spdr Fund Health

ETFs
5.05K
New
$143.3 - $157.24 $723K - $793K
5.05K $777K
MU
Micron Technology Inc

Technology
7.26K
New
$86.27 - $136.82 $627K - $994K
7.26K $753K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.7K
New
$22.38 - $23.66 $686K - $726K
30.7K $719K
MBB
Ishares Tr

ETFs
7.32K
New
$90.85 - $96.66 $665K - $707K
7.32K $700K
MARA
Marathon Digital Holdings, Inc.

Financial Services
31K
New
$22.56 - $22.56 $699K - $699K
31K $699K
VOE
Vanguard Mid Cap Value Index F

ETFs
3.87K
New
$149.02 - $167.67 $577K - $650K
3.87K $649K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.07K
New
$83.76 - $91.82 $592K - $649K
7.07K $645K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.95K
New
$72.18 - $107.33 $429K - $639K
5.95K $631K
ORCL
Oracle Corp

Technology
3.58K
New
$125.9 - $170.35 $450K - $610K
3.58K $609K
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
20.9K
New
$24.76 - $29.16 $517K - $609K
20.9K $602K
BK
Bank Of New York Mellon Corp

Financial Services
8.28K
New
$59.54 - $72.17 $493K - $597K
8.28K $594K
IVOL
Kraneshares Tr Quadratic Int R

ETFs
30.9K
New
$18.55 - $19.57 $572K - $604K
30.9K $594K
KLAC
Kla Corp

Technology
726
New
$696.17 - $892.35 $505K - $648K
726 $561K
HWM
Howmet Aerospace Inc.

Industrials
5.51K
New
$77.3 - $100.22 $426K - $553K
5.51K $552K
LLY
Eli Lilly & CO

Healthcare
600
New
$772.14 - $960.02 $463K - $576K
600 $531K
CSCO
Cisco Systems, Inc.

Technology
9.93K
New
$44.74 - $53.22 $444K - $528K
9.93K $528K
ANET
Arista Networks, Inc.

Technology
1.3K
New
$311.42 - $388.21 $406K - $506K
1.3K $500K
QJUN
First Tr ETF
17.7K
New
$24.85 - $27.22 $441K - $483K
17.7K $479K
UL
Unilever PLC

Consumer Defensive
7.21K
New
$54.7 - $65.59 $394K - $473K
7.21K $468K
XLF
Financial Sector Spdr

ETFs
10.1K
New
$40.84 - $45.74 $411K - $460K
10.1K $455K
XLC
Select Sector Spdr Tr Communic

ETFs
4.87K
New
$82.16 - $90.4 $400K - $440K
4.87K $439K
SE
Sea LTD

Consumer Cyclical
4.65K
New
$59.94 - $94.83 $279K - $441K
4.65K $438K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.67K
New
$46.67 - $50.52 $404K - $438K
8.67K $437K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.63K
New
$218.05 - $243.47 $356K - $397K
1.63K $397K
QCOM
Qualcomm Inc

Technology
2.31K
New
$156.12 - $209.64 $360K - $484K
2.31K $392K
HON
Honeywell International Inc

Industrials
1.86K
New
$196.73 - $220.21 $365K - $408K
1.86K $383K
BA
Boeing CO

Industrials
2.43K
New
$152.04 - $190.6 $369K - $463K
2.43K $369K
AES
Aes Corp

Utilities
18.4K
New
$16.18 - $20.07 $297K - $369K
18.4K $368K
INTC
Intel Corp

Technology
15.6K
New
$18.9 - $34.87 $296K - $546K
15.6K $367K
XLY
Select Sector Spdr Consumer Di

ETFs
1.83K
New
$170.05 - $200.86 $311K - $368K
1.83K $366K
CGUS
Capital Group Core Equity ETF
10.5K
New
$31.19 - $34.33 $326K - $359K
10.5K $358K
CGGR
Capital Group Growth ETF Shs C

ETFs
10.1K
New
$30.71 - $34.79 $309K - $350K
10.1K $349K
VEU
Vanguard Ftse All World Ex Us

ETFs
5.5K
New
$56.47 - $63.69 $311K - $351K
5.5K $346K
FTNT
Fortinet, Inc.

Technology
4.47K
New
$55.39 - $77.55 $248K - $347K
4.47K $346K
DGRO
Ishares Core Dividend Growth E

ETFs
5.35K
New
$57.47 - $62.76 $307K - $336K
5.35K $335K
TFC
Truist Financial Corp

Financial Services
7.47K
New
$38.22 - $44.94 $286K - $336K
7.47K $319K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
20.6K
New
$14.84 - $16.4 $305K - $337K
20.6K $318K
TRV
Travelers Companies, Inc.

Financial Services
1.34K
New
$201.87 - $242.35 $270K - $324K
1.34K $313K
GME
Game Stop Corp.

Consumer Cyclical
13.5K
New
$19.5 - $28.54 $263K - $385K
13.5K $309K
Activity Summary
Buys All Purchases 295 New Holdings 99 Increased Positions 196 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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