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
SPG
Simon Property Group Inc

Real Estate
-17
- 0.55%
$167.23 - $183.84 $2.84K - $3.13K
3.09K $531K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-1
- 0.32%
$1146.59 - $1270.6 $1.15K - $1.27K
310 $367K
T
At&T Inc.

Communication Services
-674
- 1.91%
$21.22 - $23.88 $14.3K - $16.1K
34.7K $790K
BAC
Bank Of America Corp

Financial Services
-1.56K
- 7.93%
$39.22 - $47.77 $61.2K - $74.6K
18.1K $796K
SPY
Spdr S&P 500 ETF Trust

ETFs
-45
- 1.21%
$567.81 - $607.81 $25.6K - $27.4K
3.66K $2.15M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-662
- 6.37%
$77.25 - $91.3 $51.1K - $60.4K
9.72K $829K
CGGR
Capital Group Growth ETF Shs C

ETFs
-60
- 0.6%
$34.49 - $39.24 $2.07K - $2.35K
10K $371K
DIS
Walt Disney CO

Communication Services
-408
- 7.82%
$92.39 - $117.6 $37.7K - $48K
4.81K $535K
BMY
Bristol Myers Squibb CO

Healthcare
-1K
- 4.69%
$51.92 - $59.94 $52.1K - $60.1K
20.4K $1.15M
EPD
Enterprise Products Partners L.P.

Energy
-2.8K
- 4.21%
$28.66 - $34.43 $80.3K - $96.4K
63.8K $2M
DOCU
Docusign, Inc.

Technology
-361
- 9.4%
$61.42 - $106.99 $22.2K - $38.6K
3.48K $312K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-900
- 4.04%
$45.39 - $62.98 $40.9K - $56.7K
21.4K $1.21M
TWLO
Twilio Inc

Communication Services
-4.23K
- 27.66%
$63.73 - $114.96 $270K - $487K
11.1K $1.2M
NET
Cloudflare, Inc.

Technology
-500
- 3.71%
$78.11 - $117.56 $39.1K - $58.8K
13K $1.4M
SQ
Block, Inc.

Technology
-298
- 1.15%
$65.06 - $98.92 $19.4K - $29.5K
25.6K $2.18M
FSK
Fs Kkr Capital Corp

Financial Services
-2.35K
- 0.9%
$19.71 - $22.22 $46.2K - $52.1K
258K $5.6M
GOOGL
Alphabet Inc.

Communication Services
-1.1K
- 3.15%
$161.86 - $196.66 $178K - $216K
33.8K $6.4M
SHOP
Shopify Inc.

Technology
-1.36K
- 3.4%
$78.14 - $119.49 $107K - $163K
38.7K $4.12M
NVDA
Nvidia Corp

Technology
-1.73K
- 1.4%
$117.0 - $148.88 $203K - $258K
122K $16.3M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.64K
- 2.69%
$180.88 - $232.93 $297K - $382K
59.4K $13M
PLTR
Palantir Technologies Inc.

Technology
-3.18K
- 3.15%
$36.46 - $82.38 $116K - $262K
98K $7.41M
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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