United Advisor Group, LLC New Holdings in Q2 2025

United Advisor Group, LLC

  • $538 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
51.7K
New
$24.19 - $24.45 $1.25M - $1.26M
51.7K $1.26M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
15.4K
New
$49.57 - $50.27 $763K - $774K
15.4K $773K
ORCL
Oracle Corp

Technology
3.5K
New
$122.82 - $218.63 $430K - $766K
3.5K $765K
PHYL
Pgim ETF Tr

ETFs
21.1K
New
$33.41 - $35.49 $706K - $750K
21.1K $750K
CGCP
Capital Group Core Plus Income

ETFs
31.4K
New
$21.92 - $22.56 $688K - $708K
31.4K $706K
KLAC
Kla Corp

Technology
676
New
$576.53 - $902.94 $390K - $610K
676 $605K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
15.9K
New
$31.4 - $37.18 $498K - $589K
15.9K $589K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
4.96K
New
$107.61 - $119.09 $533K - $590K
4.96K $587K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.19K
New
$97.29 - $105.63 $505K - $549K
5.19K $527K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
19.4K
New
$24.14 - $25.43 $468K - $493K
19.4K $480K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
17.5K
New
$23.19 - $25.35 $407K - $445K
17.5K $444K
NRG
Nrg Energy, Inc.

Utilities
2.59K
New
$83.61 - $162.67 $216K - $421K
2.59K $415K
OTIS
Otis Worldwide Corp

Industrials
4.19K
New
$90.88 - $104.3 $381K - $437K
4.19K $414K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.61K
New
N/A
6.61K $412K
MCHP
Microchip Technology Inc

Technology
5.4K
New
$35.34 - $71.6 $191K - $387K
5.4K $380K
TT
Trane Technologies PLC

Industrials
831
New
$315.21 - $437.41 $262K - $363K
831 $363K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.3K
New
$82.21 - $83.12 $354K - $358K
4.3K $356K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
16.7K
New
$19.55 - $21.78 $327K - $364K
16.7K $346K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
8.03K
New
$34.72 - $42.74 $279K - $343K
8.03K $343K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.72K
New
$166.82 - $194.23 $287K - $335K
1.72K $334K
IWM
Ishares Russell 2000 ETF

ETFs
1.52K
New
$174.82 - $215.79 $266K - $328K
1.52K $328K
XLI
Industrial Sector Spdr

ETFs
2.14K
New
$116.42 - $147.52 $249K - $316K
2.14K $315K
IWS
Ishares Russell Midcap Value E

ETFs
2.33K
New
$110.58 - $132.14 $258K - $308K
2.33K $308K
BA
Boeing CO

Industrials
1.41K
New
$136.59 - $217.51 $193K - $308K
1.41K $296K
ETSY
Etsy Inc

Consumer Cyclical
5.85K
New
$40.8 - $63.88 $239K - $374K
5.85K $293K
TXN
Texas Instruments Inc

Technology
1.5K
New
N/A
1.5K $292K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
594
New
$421.16 - $509.5 $250K - $303K
594 $264K
CEG
Constellation Energy Corp

Utilities
801
New
$170.96 - $322.76 $137K - $259K
801 $258K
IFRA
Ishares Tr

ETFs
5.08K
New
$40.97 - $49.19 $208K - $250K
5.08K $250K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
5.86K
New
$35.35 - $42.68 $207K - $250K
5.86K $249K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
829
New
$224.16 - $285.86 $186K - $237K
829 $236K
IAUM
I Shares Gold Trust Micro

ETFs
7.17K
New
$29.65 - $34.24 $213K - $246K
7.17K $236K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
7.83K
New
$19.5 - $30.4 $153K - $238K
7.83K $229K
GM
General Motors CO

Consumer Cyclical
4.47K
New
$42.48 - $50.46 $190K - $226K
4.47K $220K
VOT
Vanguard Mid Cap Growth Index

ETFs
772
New
$216.28 - $284.39 $167K - $220K
772 $219K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.25K
New
$24.38 - $30.18 $177K - $219K
7.25K $218K
SKYY
First Trust Cloud Computing Et

ETFs
1.78K
New
$89.46 - $121.64 $159K - $216K
1.78K $216K
IAU
Ishares Gold Trust

ETFs
3.39K
New
$56.1 - $64.74 $190K - $219K
3.39K $211K
MU
Micron Technology Inc

Technology
1.71K
New
$64.72 - $127.91 $111K - $219K
1.71K $210K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
945
New
$212.1 - $244.27 $200K - $231K
945 $206K
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
4.09K
New
$42.44 - $50.03 $174K - $205K
4.09K $204K
T Rowe Price ETF Inc
21.7K
New
N/A
21.7K $0
Tidal Tr Ii
20.7K
New
N/A
20.7K $0
Exchange Listed Fds Tr
5.56K
New
N/A
5.56K $0
Ishares Bitcoin Trust ETF
13.1K
New
N/A
13.1K $0
Blackrock ETF Trust
10.1K
New
N/A
10.1K $0
Ge Vernova Inc
389
New
N/A
389 $0
CGMU
Capital Group Core Plus Income
7.51K
New
N/A
7.51K $0
T Rowe Price ETF Inc
8.94K
New
N/A
8.94K $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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