United Advisor Group, LLC Purchases and Sells in Q2 2025

United Advisor Group, LLC

$538 Million
Q2 2025

Top Buys

Incresed Positions

231 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	7.93K + 6.73%	$94.31 - $157.99 $748K - $1.25M	126K $19.9M
PLTR	3.68K + 4.25%	$74.01 - $144.25 $272K - $530K	90.2K $12.3M
MSMR	122K + 198.91%	$28.32 - $31.03 $3.46M - $3.79M	184K $5.68M
MSFT	1.33K + 5.76%	$354.56 - $497.45 $472K - $662K	24.4K $12.1M
VEA	47.9K + 113.56%	$45.65 - $57.01 $2.19M - $2.73M	90.2K $5.14M
HTRB	80.3K + 379.11%	$33.14 - $34.12 $2.66M - $2.74M	101K $3.44M

New Holdings

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHO	51.7K New	$24.19 - $24.45 $1.25M - $1.26M	51.7K $1.26M
VTIP	15.4K New	$49.57 - $50.27 $763K - $774K	15.4K $773K
ORCL	3.5K New	$122.82 - $218.63 $430K - $766K	3.5K $765K
PHYL	21.1K New	$33.41 - $35.49 $706K - $750K	21.1K $750K
CGCP	31.4K New	$21.92 - $22.56 $688K - $708K	31.4K $706K
KLAC	676 New	$576.53 - $902.94 $390K - $610K	676 $605K

Top Sells

Reduced Positions

84 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	-65.4K - 78.61%	$171.4 - $227.1 $11.2M - $14.8M	17.8K $4.04M
SGOV	-7.5K - 28.3%	$100.35 - $100.71 $752K - $755K	19K $1.91M
BIL	-7.27K - 75.5%	$91.43 - $91.74 $665K - $667K	2.36K $216K
SPY	-1.16K - 30.3%	$496.48 - $617.85 $578K - $719K	2.68K $1.65M
PG	-1.29K - 6.1%	$157.66 - $172.39 $203K - $222K	19.9K $3.16M
TLT	-4.52K - 52.46%	$83.97 - $92.85 $379K - $419K	4.09K $361K

Activity Summary All Purchases 284 New Holdings 53 Increased Positions 231 All Sells 84 Reductions 84 Sold out 0 Calls 0 Puts 0

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