United Advisor Group, LLC Reduced Holdings in Q4 2024

United Advisor Group, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-4.96K
- 77.82%
$316.94 - $357.88 $1.57M - $1.78M
1.41K $485K
AMD
Advanced Micro Devices Inc

Technology
-1.73K
- 9.98%
$118.88 - $172.8 $206K - $300K
15.6K $1.89M
XOM
Exxon Mobil Corp

Energy
-3.51K
- 6.86%
$105.51 - $125.37 $370K - $440K
47.7K $5.13M
HOOD
Robinhood Markets, Inc.

Technology
-44.5K
- 77.64%
$22.33 - $43.2 $994K - $1.92M
12.8K $477K
PG
Procter & Gamble CO

Consumer Defensive
-3.84K
- 18.24%
$161.05 - $179.7 $618K - $690K
17.2K $2.89M
UPS
United Parcel Service Inc

Industrials
-180
- 0.29%
$122.65 - $138.35 $22.1K - $24.9K
61.5K $7.76M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-11.6K
- 66.63%
$50.14 - $52.56 $580K - $608K
5.8K $291K
SBUX
Starbucks Corp

Consumer Cyclical
-4.39K
- 42.25%
$87.44 - $102.5 $384K - $450K
6.01K $547K
VBR
Vanguard Small Cap Value ETF

ETFs
-2.08K
- 32.02%
$197.36 - $217.3 $411K - $452K
4.42K $875K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-15.6K
- 24.12%
$24.55 - $25.16 $383K - $392K
49.1K $1.21M
MBB
Ishares Tr

ETFs
-3.53K
- 48.2%
$91.26 - $95.82 $322K - $338K
3.79K $347K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.98K
- 59.93%
$45.17 - $47.23 $315K - $330K
4.67K $211K
XLV
Select Sector Spdr Fund Health

ETFs
-1.83K
- 36.35%
$136.28 - $154.74 $250K - $284K
3.21K $441K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.29K
- 38.48%
$82.28 - $117.52 $188K - $269K
3.66K $310K
ORCL
Oracle Corp

Technology
-1.8K
- 50.39%
$165.41 - $192.43 $298K - $347K
1.78K $295K
IHDG
Wisdomtree Tr

ETFs
-3.99K
- 6.77%
$43.38 - $46.0 $173K - $184K
54.9K $2.39M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-4.68K
- 15.79%
$42.84 - $45.38 $200K - $212K
24.9K $1.07M
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
-9.5K
- 45.45%
$28.03 - $32.17 $266K - $306K
11.4K $338K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-2.84K
- 46.18%
$91.29 - $91.8 $259K - $261K
3.31K $302K
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.95K
- 28.99%
$64.18 - $70.42 $190K - $208K
7.23K $466K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-94
- 17.12%
$701.85 - $1046.91 $66K - $98.4K
455 $324K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-2.39K
- 1.8%
$12.1 - $13.76 $28.9K - $32.9K
130K $1.57M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.83K
- 20.95%
N/A
10.7K $917K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.25K
- 32.19%
$160.89 - $176.18 $201K - $220K
2.63K $424K
ADBE
Adobe Inc.

Technology
-147
- 7.18%
$437.39 - $552.96 $64.3K - $81.3K
1.9K $844K
LLY
Eli Lilly & CO

Healthcare
-188
- 31.33%
$727.2 - $932.06 $137K - $175K
412 $318K
LOW
Lowes Companies Inc

Consumer Cyclical
-538
- 16.22%
$244.52 - $284.07 $132K - $153K
2.78K $685K
VBK
Vanguard Small Cap Growth ETF

ETFs
-818
- 40.36%
$264.18 - $304.19 $216K - $249K
1.21K $338K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-2.05K
- 28.94%
$88.59 - $94.57 $181K - $193K
5.02K $445K
PFE
Pfizer Inc

Healthcare
-3.21K
- 7.16%
$24.8 - $30.19 $79.5K - $96.8K
41.6K $1.1M
ZTS
Zoetis Inc.

Healthcare
-169
- 3.78%
$162.24 - $194.42 $27.4K - $32.9K
4.3K $700K
FVD
First Tr Value Line Divid Inde

ETFs
-3.24K
- 20.47%
$43.4 - $46.7 $141K - $151K
12.6K $549K
IEFA
Ishares Tr

ETFs
-676
- 4.74%
$70.06 - $77.43 $47.4K - $52.3K
13.6K $955K
RWL
Invesco Exchange Traded Fd Tr

ETFs
-1.59K
- 31.15%
$97.11 - $104.1 $155K - $166K
3.52K $344K
MU
Micron Technology Inc

Technology
-31
- 0.43%
$84.16 - $113.41 $2.61K - $3.52K
7.23K $608K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
-881
- 20.92%
$159.11 - $178.39 $140K - $157K
3.33K $547K
PINS
Pinterest, Inc.

Communication Services
-2.44K
- 14.94%
$28.24 - $34.15 $68.9K - $83.3K
13.9K $402K
FDX
Fedex Corp

Industrials
-525
- 15.3%
$260.5 - $305.15 $137K - $160K
2.91K $817K
UL
Unilever PLC

Consumer Defensive
-888
- 12.32%
$56.7 - $64.64 $50.3K - $57.4K
6.32K $358K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-68
- 9.7%
$501.29 - $612.85 $34.1K - $41.7K
633 $329K
D
Dominion Energy, Inc

Utilities
-1.16K
- 11.63%
$52.63 - $60.92 $60.9K - $70.5K
8.8K $473K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.37K
- 28.1%
$89.66 - $102.16 $123K - $140K
3.5K $338K
AMAT
Applied Materials Inc

Technology
-7
- 0.28%
$161.44 - $213.89 $1.13K - $1.5K
2.49K $405K
NOC
Northrop Grumman Corp

Industrials
-84
- 8.21%
$466.52 - $543.88 $39.2K - $45.7K
939 $440K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-609
- 3.4%
$44.04 - $49.49 $26.8K - $30.1K
17.3K $762K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-6K
- 29.2%
$15.03 - $16.21 $90.2K - $97.3K
14.6K $224K
SUN
Sunoco LP

Energy
-1.44K
- 16.77%
$50.8 - $56.82 $72.9K - $81.6K
7.13K $366K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-2.38K
- 6.11%
$33.7 - $37.69 $80.3K - $89.8K
36.6K $1.26M
HTRB
Hartford Fds Total Return Bd E

ETFs
-1.72K
- 11.21%
$33.33 - $35.01 $57.4K - $60.3K
13.6K $454K
Activity Summary
Buys All Purchases 236 New Holdings 61 Increased Positions 175 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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