United Advisor Group, LLC Reduced Holdings in Q3 2025

United Advisor Group, LLC

  • $689 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
-96.8K
- 85.81%
$27.26 - $29.27 $2.64M - $2.83M
16K $459K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-26.3K
- 16.53%
$84.28 - $89.46 $2.22M - $2.35M
133K $11.8M
IHDG
Wisdomtree Tr

ETFs
-31.5K
- 52.66%
$43.81 - $46.31 $1.38M - $1.46M
28.3K $1.3M
XOM
Exxon Mobil Corp

Energy
-6.52K
- 13.54%
$105.83 - $117.22 $690K - $764K
41.6K $4.69M
DG
Dollar General Corp

Consumer Defensive
-3.54K
- 56.92%
$101.86 - $116.32 $360K - $411K
2.68K $276K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.52K
- 50.55%
$181.56 - $190.33 $275K - $289K
1.48K $281K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.28K
- 11.99%
$100.37 - $100.74 $229K - $229K
16.7K $1.68M
AVGO
Broadcom Inc.

Technology
-1.61K
- 26.39%
$264.74 - $369.57 $425K - $594K
4.48K $1.48M
DIS
Walt Disney CO

Communication Services
-907
- 11.21%
$112.25 - $124.0 $102K - $112K
7.18K $822K
HON
Honeywell International Inc

Industrials
-633
- 38.81%
$207.7 - $240.4 $131K - $152K
998 $210K
CBSH
Commerce Bancshares Inc

Financial Services
-553
- 1.84%
$58.61 - $66.11 $32.4K - $36.6K
29.5K $1.76M
FVD
First Tr Value Line Divid Inde

ETFs
-2.56K
- 22.75%
$44.73 - $46.86 $114K - $120K
8.69K $401K
TGT
Target Corp

Consumer Defensive
-185
- 2.45%
$86.56 - $107.43 $16K - $19.9K
7.36K $660K
BK
Bank Of New York Mellon Corp

Financial Services
-1.65K
- 29.65%
$90.65 - $109.75 $149K - $181K
3.91K $426K
ADBE
Adobe Inc.

Technology
-37
- 1.87%
$333.65 - $392.1 $12.3K - $14.5K
1.95K $686K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-1.13K
- 1.51%
$14.19 - $15.82 $16.1K - $17.9K
74K $1.06M
BXSL
Blackstone Secured Lending Fund

Financial Services
-17
- 0.12%
$26.07 - $32.55 $443 - $553
14.4K $374K
TT
Trane Technologies PLC

Industrials
-129
- 15.52%
$398.96 - $472.54 $51.5K - $61K
702 $296K
TRV
Travelers Companies, Inc.

Financial Services
-280
- 22.49%
$250.62 - $279.43 $70.2K - $78.2K
965 $269K
ETSY
Etsy Inc

Consumer Cyclical
-2.2K
- 37.69%
$51.36 - $74.34 $113K - $164K
3.64K $241K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.09K
- 7.06%
$49.78 - $50.75 $54.1K - $55.1K
14.3K $724K
XLU
Utilities Sector Spdr

ETFs
-742
- 16.93%
$81.14 - $87.32 $60.2K - $64.8K
3.64K $317K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-431
- 5.48%
N/A
7.44K $638K
DOCU
Docusign, Inc.

Technology
-156
- 3.96%
$67.14 - $85.01 $10.5K - $13.3K
3.79K $273K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-1.62K
- 1.79%
$46.37 - $47.77 $74.9K - $77.2K
88.9K $4.23M
CVNA
Carvana Co.

Consumer Cyclical
-200
- 17.92%
$326.09 - $392.66 $65.2K - $78.5K
916 $345K
DSL
Double Line Income Solutions Fund

Financial Services
-2.14K
- 6.33%
$11.99 - $12.67 $25.7K - $27.2K
31.7K $389K
ENB
Enbridge Inc

Energy
-1.48K
- 14.88%
$43.79 - $50.46 $64.8K - $74.6K
8.46K $426K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.01K
- 3.1%
$49.09 - $50.58 $49.4K - $50.9K
31.5K $1.59M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-798
- 3.28%
$43.36 - $44.8 $34.6K - $35.8K
23.5K $1.04M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-432
- 11.71%
$69.02 - $73.57 $29.8K - $31.8K
3.26K $239K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.12K
- 3.35%
$24.73 - $25.29 $27.8K - $28.4K
32.5K $817K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-396
- 6.31%
$37.5 - $40.3 $14.9K - $16K
5.88K $234K
VICI
Vici Properties Inc.

Real Estate
-391
- 4.83%
$31.43 - $33.93 $12.3K - $13.3K
7.71K $251K
SDGR
Schrodinger, Inc.

Healthcare
-494
- 2.45%
$18.15 - $23.03 $8.97K - $11.4K
19.6K $394K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-425
- 2.4%
N/A
17.3K $439K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-459
- 2.62%
$24.87 - $25.69 $11.4K - $11.8K
17.1K $435K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-143
- 5.34%
$136.48 - $142.97 $19.5K - $20.4K
2.53K $354K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-101
- 1.53%
N/A
6.51K $406K
ORCC
Owl Rock Capital Corp

Financial Services
-232
- 0.84%
N/A
27.4K $367K
CION
Cion Investment Corp

Financial Services
-51
- 0.21%
$9.48 - $10.86 $483 - $554
24.1K $228K
OMFL
Invesco Exchange Traded Self I

ETFs
-217
- 4.06%
$57.41 - $60.45 $12.5K - $13.1K
5.13K $308K
VV
Vanguard Large Cap ETF

ETFs
-69
- 7.34%
$285.05 - $309.14 $19.7K - $21.3K
871 $268K
Sei Exchange Traded Funds
-117
- 0.74%
N/A
15.6K $0
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-277
- 1.58%
$16.46 - $17.1 $4.56K - $4.74K
17.2K $292K
First Tr Exchng Traded Fd Vi
-3.09K
- 27.23%
N/A
8.26K $0
HUSV
First Tr ETF Iii Horizon Manag
-41
- 0.61%
N/A
6.64K $0
Annaly Capital Management In
-1.03K
- 1.74%
N/A
58K $0
Exchange Listed Fds Tr
-93
- 1.67%
N/A
5.47K $0
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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