United Advisor Group, LLC Purchases in Q3 2024

United Advisor Group, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
16.7K
+ 32.76%
$207.23 - $234.82 $3.46M - $3.92M
67.6K $15.7M
AMZN
Amazon Com Inc

Consumer Cyclical
20.9K
+ 52.25%
$161.02 - $200.0 $3.37M - $4.19M
61K $11.4M
GOOGL
Alphabet Inc.

Communication Services
21K
+ 150.18%
$148.65 - $191.18 $3.11M - $4.01M
34.9K $5.79M
SHOP
Shopify Inc.

Technology
40.1K
New
$52.26 - $80.75 $2.1M - $3.24M
40.1K $3.21M
META
Meta Platforms, Inc.

Communication Services
5.1K
+ 128.14%
$453.41 - $572.44 $2.31M - $2.92M
9.07K $5.19M
MSFT
Microsoft Corp

Technology
6.95K
+ 38.76%
$395.15 - $467.56 $2.75M - $3.25M
24.9K $10.7M
AMD
Advanced Micro Devices Inc

Technology
15.4K
+ 803.28%
$128.67 - $183.96 $1.99M - $2.84M
17.4K $2.85M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
23.4K
+ 21.19%
$75.88 - $83.21 $1.78M - $1.95M
134K $11.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
6.38K
New
$285.48 - $330.24 $1.82M - $2.11M
6.38K $2.05M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
35.7K
+ 18.07%
$36.82 - $39.74 $1.31M - $1.42M
233K $9.27M
SQ
Block, Inc.

Technology
25.9K
New
$57.21 - $72.07 $1.48M - $1.87M
25.9K $1.74M
PLTR
Palantir Technologies Inc.

Technology
15K
+ 17.46%
$24.09 - $37.95 $362K - $571K
101K $3.76M
IVV
Ishares Core S&P 500 ETF

ETFs
2.59K
+ 154.75%
$520.18 - $576.82 $1.35M - $1.49M
4.26K $2.46M
MGV
Vanguard Mega Cap Value

ETFs
12K
New
$118.0 - $128.28 $1.41M - $1.53M
12K $1.53M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13.6K
+ 17.25%
$71.86 - $78.56 $975K - $1.07M
92.2K $7.25M
PG
Procter & Gamble CO

Consumer Defensive
7.91K
+ 60.19%
$160.76 - $177.82 $1.27M - $1.41M
21.1K $3.65M
HOOD
Robinhood Markets, Inc.

Technology
57.3K
New
$16.42 - $24.63 $941K - $1.41M
57.3K $1.34M
TDVG
T Rowe Price Exchange Traded F

Technology
21.8K
+ 13.69%
$37.87 - $40.96 $826K - $894K
181K $7.42M
TSLA
Tesla, Inc.

Consumer Cyclical
2.89K
+ 35.68%
$191.76 - $263.26 $553K - $760K
11K $2.87M
DRSK
ETF Ser Solutions Aptus Define

ETFs
38.6K
+ 27.62%
$26.97 - $28.55 $1.04M - $1.1M
178K $5.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.7K
+ 306.34%
$89.91 - $101.33 $1.14M - $1.28M
16.8K $1.65M
OSCV
Opus Small Cap Value ETF

ETFs
23.6K
+ 18.55%
$33.99 - $37.93 $801K - $894K
151K $5.64M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
33.7K
New
$32.65 - $36.69 $1.1M - $1.24M
33.7K $1.23M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13.9K
+ 12.6%
$46.17 - $51.13 $642K - $711K
124K $6.35M
RDVY
First Trust Rising Dividend Ac

ETFs
10.2K
+ 8.26%
$53.68 - $59.24 $549K - $606K
134K $7.94M
NET
Cloudflare, Inc.

Technology
13.5K
New
$74.4 - $86.96 $1M - $1.17M
13.5K $1.09M
ROKU
Roku, Inc

Communication Services
14.3K
New
$51.67 - $77.48 $739K - $1.11M
14.3K $1.07M
XLK
Technology Sector Spdr

ETFs
4.59K
+ 145.6%
$197.34 - $237.68 $905K - $1.09M
7.74K $1.75M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
15.3K
+ 27.76%
$46.13 - $52.38 $704K - $799K
70.2K $3.62M
PFE
Pfizer Inc

Healthcare
35K
+ 356.64%
$27.7 - $31.39 $969K - $1.1M
44.8K $1.3M
TWLO
Twilio Inc

Communication Services
15.3K
New
$56.03 - $65.23 $857K - $998K
15.3K $997K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.61K
+ 37.85%
$475.2 - $527.7 $765K - $850K
5.86K $3.09M
JPM
Jpmorgan Chase & CO

Financial Services
3.99K
+ 27.71%
$194.9 - $224.8 $778K - $897K
18.4K $3.88M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
17.4K
New
$49.82 - $52.8 $865K - $917K
17.4K $913K
XOM
Exxon Mobil Corp

Energy
6.86K
+ 15.47%
$109.72 - $119.0 $752K - $816K
51.2K $6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.6K
+ 28.57%
$45.87 - $48.53 $715K - $757K
70.2K $3.39M
PYPL
Pay Pal Holdings, Inc.

Financial Services
10.4K
New
$57.22 - $80.08 $594K - $832K
10.4K $810K
FYLD
Cambria Foreign Shareholder Yi

ETFs
24.9K
+ 31.85%
$24.79 - $28.04 $617K - $698K
103K $2.87M
XLV
Select Sector Spdr Fund Health

ETFs
5.05K
New
$143.3 - $157.24 $723K - $793K
5.05K $777K
IBM
International Business Machines Corp

Technology
2.77K
+ 89.57%
$175.1 - $223.38 $484K - $618K
5.85K $1.29M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.8K
+ 16.76%
$72.52 - $82.35 $420K - $477K
40.4K $3.3M
MU
Micron Technology Inc

Technology
7.26K
New
$86.27 - $136.82 $627K - $994K
7.26K $753K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
30.7K
New
$22.38 - $23.66 $686K - $726K
30.7K $719K
MBB
Ishares Tr

ETFs
7.32K
New
$90.85 - $96.66 $665K - $707K
7.32K $700K
MARA
Marathon Digital Holdings, Inc.

Financial Services
31K
New
$22.56 - $22.56 $699K - $699K
31K $699K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.1K
+ 13.54%
$50.25 - $50.74 $658K - $665K
110K $5.57M
BMY
Bristol Myers Squibb CO

Healthcare
11.3K
+ 112.09%
$39.66 - $51.75 $448K - $585K
21.4K $1.11M
WMT
Walmart Inc.

Consumer Defensive
4.11K
+ 15.16%
$66.91 - $81.4 $275K - $334K
31.2K $2.52M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
5.91K
+ 16.72%
$61.04 - $71.27 $361K - $421K
41.2K $2.86M
Activity Summary
Buys All Purchases 295 New Holdings 99 Increased Positions 196 Sells All Sells 40 Reductions 40 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