United Advisor Group, LLC Sells in Q2 2025

United Advisor Group, LLC

  • $538 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-65.4K
- 78.61%
$171.4 - $227.1 $11.2M - $14.8M
17.8K $4.04M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-7.5K
- 28.3%
$100.35 - $100.71 $752K - $755K
19K $1.91M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-7.27K
- 75.5%
$91.43 - $91.74 $665K - $667K
2.36K $216K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.16K
- 30.3%
$496.48 - $617.85 $578K - $719K
2.68K $1.65M
PG
Procter & Gamble CO

Consumer Defensive
-1.29K
- 6.1%
$157.66 - $172.39 $203K - $222K
19.9K $3.16M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-4.52K
- 52.46%
$83.97 - $92.85 $379K - $419K
4.09K $361K
UNH
Unitedhealth Group Inc

Healthcare
-43
- 2.3%
$274.35 - $599.47 $11.8K - $25.8K
1.83K $570K
PGR
Progressive Corp

Financial Services
-1.07K
- 14.77%
$255.27 - $288.74 $272K - $308K
6.15K $1.64M
MGV
Vanguard Mega Cap Value

ETFs
-2.06K
- 56.39%
$114.87 - $131.25 $237K - $271K
1.6K $209K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.45K
- 52.15%
$176.34 - $218.59 $255K - $316K
1.33K $288K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-974
- 46.51%
$273.67 - $366.17 $267K - $357K
1.12K $410K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-4.97K
- 5.2%
$45.9 - $47.2 $228K - $234K
90.5K $4.26M
XLV
Select Sector Spdr Fund Health

ETFs
-1.31K
- 31.06%
$128.77 - $144.3 $169K - $189K
2.91K $391K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-2.4K
- 23.38%
N/A
7.87K $675K
IVV
Ishares Core S&P 500 ETF

ETFs
-655
- 17.11%
$498.8 - $620.9 $327K - $407K
3.17K $1.97M
XLF
Financial Sector Spdr

ETFs
-3.75K
- 32.92%
$43.92 - $52.37 $165K - $196K
7.65K $400K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-9.91K
- 36.16%
$14.97 - $16.79 $148K - $166K
17.5K $292K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-2.08K
- 2.69%
$13.77 - $16.67 $28.7K - $34.7K
75.2K $1.13M
DSL
Double Line Income Solutions Fund

Financial Services
-9.79K
- 22.42%
$11.15 - $12.57 $109K - $123K
33.9K $414K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.6K
- 9.78%
$44.68 - $45.96 $116K - $120K
24K $1.1M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-8.73K
- 5.8%
$6.47 - $8.05 $56.5K - $70.2K
142K $1.09M
KR
Kroger CO

Consumer Defensive
-1.86K
- 38.04%
$64.62 - $74.0 $120K - $138K
3.03K $217K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.28K
- 3.09%
$51.14 - $57.0 $65.6K - $73.1K
40.2K $2.29M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.3K
- 0.97%
$9.85 - $11.67 $12.8K - $15.1K
132K $1.48M
SBUX
Starbucks Corp

Consumer Cyclical
-322
- 6.13%
$79.69 - $99.41 $25.7K - $32K
4.93K $452K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.32K
- 5.14%
$42.72 - $44.24 $56.2K - $58.2K
24.3K $1.07M
TGT
Target Corp

Consumer Defensive
-97
- 1.27%
$88.76 - $105.77 $8.61K - $10.3K
7.55K $744K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.24K
- 15.71%
$42.51 - $43.7 $52.8K - $54.2K
6.66K $290K
QJUN
First Tr ETF
-3.46K
- 19.85%
$24.35 - $29.57 $84.3K - $102K
14K $413K
VICI
Vici Properties Inc.

Real Estate
-1.43K
- 15.01%
$29.41 - $32.97 $42.1K - $47.1K
8.1K $264K
COP
Conocophillips

Energy
-32
- 1.32%
$82.66 - $106.1 $2.65K - $3.4K
2.39K $214K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-87
- 0.18%
$58.95 - $66.19 $5.13K - $5.76K
48.5K $3.15M
BX
Blackstone Inc.

Financial Services
-476
- 11.15%
$120.07 - $151.11 $57.2K - $71.9K
3.79K $567K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-1.28K
- 3.68%
$24.48 - $24.9 $31.4K - $31.9K
33.6K $836K
TDVG
T Rowe Price Exchange Traded F

Technology
-9.72K
- 4.99%
$36.12 - $42.38 $351K - $412K
185K $7.85M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-516
- 1.92%
$50.52 - $50.92 $26.1K - $26.3K
26.4K $1.35M
ARCC
Ares Capital Corp

Financial Services
-168
- 0.18%
$18.91 - $22.43 $3.18K - $3.77K
92.3K $2.03M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-466
- 6.19%
$45.2 - $46.6 $21.1K - $21.7K
7.07K $327K
ENB
Enbridge Inc

Energy
-706
- 6.63%
$41.09 - $47.16 $29K - $33.3K
9.94K $450K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-233
- 9.45%
$114.78 - $133.31 $26.7K - $31.1K
2.23K $297K
TOTR
T Rowe Price Exchange Traded F

ETFs
-479
- 1.44%
$39.59 - $40.88 $19K - $19.6K
32.9K $1.34M
MDT
Medtronic PLC

Healthcare
-139
- 4.55%
$80.68 - $88.86 $11.2K - $12.4K
2.92K $254K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
-1.2K
- 6.86%
$21.04 - $22.42 $25.2K - $26.9K
16.3K $364K
MMM
3 M CO

Industrials
-338
- 5.3%
$126.09 - $154.15 $42.6K - $52.1K
6.04K $919K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-85
- 0.26%
$48.46 - $50.2 $4.12K - $4.27K
32.5K $1.61M
BOND
Pimco Active Bond Exchange Tra

ETFs
-157
- 3.99%
$89.87 - $92.93 $14.1K - $14.6K
3.78K $348K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-1.39K
- 16.4%
$39.43 - $49.34 $54.6K - $68.4K
7.07K $334K
USRT
Ishares Core U.S. Reit ETF

ETFs
-99
- 2.17%
$50.37 - $57.97 $4.99K - $5.74K
4.46K $252K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-191
- 1.64%
$19.43 - $20.13 $3.71K - $3.84K
11.5K $226K
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email