United Advisor Group, LLC New Holdings in Q3 2025

United Advisor Group, LLC

  • $689 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHOP
Shopify Inc.

Technology
28.6K
New
$112.11 - $157.12 $3.2M - $4.49M
28.6K $4.25M
COIN
Coinbase Global, Inc.

Technology
12.1K
New
$297.99 - $419.78 $3.6M - $5.07M
12.1K $4.08M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
73.9K
New
$40.04 - $45.11 $2.96M - $3.33M
73.9K $3.27M
MARA
Marathon Digital Holdings, Inc.

Financial Services
78.4K
New
N/A
78.4K $1.77M
ROKU
Roku, Inc

Communication Services
14.8K
New
$79.98 - $101.78 $1.19M - $1.51M
14.8K $1.48M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
19K
New
$50.16 - $52.45 $955K - $999K
19K $995K
NET
Cloudflare, Inc.

Technology
4.17K
New
$181.39 - $228.28 $755K - $951K
4.17K $893K
HOOD
Robinhood Markets, Inc.

Technology
6.02K
New
$91.27 - $143.18 $549K - $862K
6.02K $861K
VONG
Vanguard Russell 1000 Growth E

ETFs
6.73K
New
$108.08 - $121.73 $728K - $820K
6.73K $811K
TJX
Tjx Companies Inc

Consumer Cyclical
5.3K
New
$121.35 - $144.54 $644K - $767K
5.3K $766K
SE
Sea LTD

Consumer Cyclical
3.7K
New
$146.23 - $196.5 $541K - $727K
3.7K $661K
APH
Amphenol Corp

Technology
4.87K
New
$97.39 - $125.4 $474K - $611K
4.87K $602K
SCHW
Schwab Charles Corp

Financial Services
5.69K
New
$91.03 - $98.69 $518K - $562K
5.69K $543K
SNPS
Synopsys Inc

Technology
1.06K
New
$387.78 - $645.35 $409K - $681K
1.06K $520K
WMB
Williams Companies, Inc.

Energy
7.77K
New
$56.52 - $64.01 $439K - $497K
7.77K $492K
TWLO
Twilio Inc

Communication Services
4.34K
New
$92.44 - $132.7 $401K - $576K
4.34K $434K
TCHP
T Rowe Price Exchange Traded F

Technology
8.88K
New
$44.9 - $49.35 $399K - $438K
8.88K $434K
MS
Morgan Stanley

Financial Services
2.66K
New
$139.09 - $161.16 $370K - $428K
2.66K $422K
CFG
Citizens Financial Group Inc

Financial Services
7.89K
New
$46.1 - $53.65 $364K - $423K
7.89K $419K
GLW
Corning Inc

Technology
5.09K
New
$51.6 - $82.03 $263K - $418K
5.09K $417K
PANW
Palo Alto Networks Inc

Technology
2.05K
New
$167.06 - $208.19 $342K - $426K
2.05K $416K
QCOM
Qualcomm Inc

Technology
2.41K
New
$145.84 - $173.55 $351K - $417K
2.41K $400K
CGGO
Capital Group Global Growth Eq

ETFs
11.7K
New
$31.71 - $34.17 $371K - $400K
11.7K $399K
INTC
Intel Corp

Technology
10.9K
New
$19.31 - $35.5 $210K - $386K
10.9K $364K
RGTI
Rigetti Computing, Inc.

Technology
11.7K
New
$11.33 - $32.1 $133K - $376K
11.7K $349K
NOW
Service Now, Inc.

Technology
376
New
$850.86 - $1044.69 $320K - $393K
376 $346K
JMEE
J P Morgan Exchange Traded Fd

ETFs
5.16K
New
$59.19 - $64.47 $305K - $332K
5.16K $327K
UL
Unilever PLC

Consumer Defensive
5.52K
New
$58.43 - $65.01 $322K - $359K
5.52K $326K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
16.1K
New
$15.38 - $20.2 $248K - $325K
16.1K $325K
IBND
Spdr Bloomberg International C

ETFs
9.7K
New
$31.45 - $32.68 $305K - $317K
9.7K $313K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
24.6K
New
$12.77 - $14.42 $314K - $354K
24.6K $313K
CLSK
Cleanspark, Inc.

Technology
21.2K
New
$9.08 - $14.87 $193K - $316K
21.2K $308K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
923
New
$275.84 - $326.36 $255K - $301K
923 $301K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
7.42K
New
$40.49 - $40.7 $300K - $302K
7.42K $301K
UYG
Proshares Ultra Financials

ETFs
3.01K
New
$91.13 - $100.36 $274K - $302K
3.01K $298K
DGRO
Ishares Core Dividend Growth E

ETFs
4.3K
New
$64.12 - $68.08 $276K - $293K
4.3K $293K
INTU
Intuit Inc

Technology
428
New
$646.03 - $807.39 $277K - $346K
428 $292K
BITF
Bitfarms LTD

Financial Services
100K
New
$0.84 - $3.2 $84K - $320K
100K $285K
CB
Chubb LTD

Financial Services
992
New
$265.99 - $289.59 $264K - $287K
992 $279K
TMUS
T Mobile Us, Inc.

Communication Services
1.17K
New
$226.02 - $259.01 $264K - $302K
1.17K $279K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.89K
New
$44.4 - $46.72 $262K - $275K
5.89K $275K
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
8.15K
New
$31.21 - $33.56 $254K - $274K
8.15K $267K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
5K
New
$50.93 - $53.85 $255K - $269K
5K $266K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.02K
New
$48.35 - $53.13 $243K - $267K
5.02K $264K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.6K
New
$68.24 - $73.73 $246K - $266K
3.6K $264K
APD
Air Products & Chemicals, Inc.

Basic Materials
962
New
$265.78 - $299.3 $256K - $288K
962 $262K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
4.21K
New
$58.7 - $62.94 $247K - $265K
4.21K $262K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
8.42K
New
$28.49 - $30.88 $240K - $260K
8.42K $257K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.6K
New
$20.76 - $21.78 $241K - $253K
11.6K $250K
Activity Summary
Buys All Purchases 357 New Holdings 87 Increased Positions 270 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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