United Advisor Group, LLC Purchases in Q4 2024

United Advisor Group, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
16.6K
+ 125.08%
$198.04 - $221.51 $3.29M - $3.68M
29.9K $6.3M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42.6K
New
$51.09 - $55.27 $2.17M - $2.35M
42.6K $2.18M
TSLA
Tesla, Inc.

Consumer Cyclical
1.46K
+ 13.33%
$213.65 - $479.86 $313K - $702K
12.4K $5.02M
SPYG
Spdr Portfolio

ETFs
22.1K
+ 54.37%
$81.74 - $91.38 $1.81M - $2.02M
62.8K $5.52M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15.5K
+ 386.5%
$113.92 - $127.38 $1.77M - $1.98M
19.6K $2.25M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.15K
+ 53.68%
$521.84 - $558.82 $1.64M - $1.76M
9.01K $4.86M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
20.8K
New
$79.93 - $88.06 $1.66M - $1.83M
20.8K $1.66M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
37.5K
+ 16.07%
$39.5 - $41.38 $1.48M - $1.55M
271K $10.9M
AAPL
Apple Inc.

Technology
1.37K
+ 2.03%
$221.69 - $259.02 $304K - $355K
69K $17.3M
CGXU
Capital Group Intl Focus Equit

ETFs
61.9K
New
$24.67 - $26.94 $1.53M - $1.67M
61.9K $1.53M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
17.1K
New
$75.22 - $82.17 $1.28M - $1.4M
17.1K $1.3M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
14.5K
New
$72.18 - $81.41 $1.05M - $1.18M
14.5K $1.1M
GME
Game Stop Corp.

Consumer Cyclical
29.3K
+ 216.83%
$20.5 - $32.99 $600K - $965K
42.7K $1.34M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
42.3K
New
$23.29 - $23.93 $986K - $1.01M
42.3K $993K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
18.7K
+ 95.93%
$49.03 - $53.35 $917K - $998K
38.2K $1.96M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.1K
+ 162.31%
$71.75 - $75.11 $1.01M - $1.06M
22.8K $1.64M
VTV
Vanguard Value ETF

ETFs
5.95K
+ 46.41%
$168.32 - $181.87 $1M - $1.08M
18.8K $3.18M
DRSK
ETF Ser Solutions Aptus Define

ETFs
39.9K
+ 22.39%
$27.43 - $28.44 $1.09M - $1.14M
218K $5.99M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.3K
New
$51.33 - $53.74 $887K - $929K
17.3K $890K
OSCV
Opus Small Cap Value ETF

ETFs
25.6K
+ 16.97%
$36.89 - $40.88 $943K - $1.04M
176K $6.52M
SCHA
Schwab Strategic Tr Us Small C

ETFs
39.3K
+ 533.11%
$25.33 - $51.16 $996K - $2.01M
46.7K $1.21M
DFAI
Dimensional ETF Tr

ETFs
38K
+ 32.47%
$29.0 - $31.6 $1.1M - $1.2M
155K $4.52M
JEPI
J P Morgan Exchange Traded Fd

ETFs
14.6K
+ 53.53%
$57.53 - $60.83 $842K - $890K
42K $2.42M
SPTL
Spdr Portfolio Long Term Treas

ETFs
30.1K
New
$26.05 - $29.17 $783K - $877K
30.1K $787K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
11K
+ 11.95%
$77.23 - $82.11 $851K - $905K
103K $8.03M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
10.1K
+ 52.95%
$76.72 - $82.83 $773K - $835K
29.1K $2.25M
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.75K
New
$83.09 - $89.28 $727K - $782K
8.75K $743K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
18.1K
+ 150.01%
$41.16 - $43.15 $745K - $782K
30.2K $1.24M
TOTR
T Rowe Price Exchange Traded F

ETFs
18.2K
+ 182.6%
$39.83 - $41.73 $726K - $761K
28.2K $1.13M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
34.4K
+ 61.79%
$25.02 - $27.43 $861K - $944K
90.1K $2.25M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
14.1K
+ 11.33%
$50.53 - $55.55 $711K - $782K
138K $7.05M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
17.1K
+ 122.54%
$40.26 - $42.88 $690K - $734K
31.1K $1.26M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
6.72K
+ 95.48%
$100.16 - $100.7 $673K - $677K
13.8K $1.38M
COIN
Coinbase Global, Inc.

Technology
2.7K
New
$163.17 - $343.62 $440K - $926K
2.7K $669K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
12.6K
+ 18.01%
$50.34 - $56.61 $636K - $715K
82.8K $4.24M
AVGO
Broadcom Inc.

Technology
1.38K
+ 28.85%
$159.67 - $250.0 $221K - $346K
6.17K $1.43M
SCHG
Schwab Strategic Tr Us Large C

ETFs
35K
+ 685.47%
$25.93 - $105.3 $909K - $3.69M
40.2K $1.12M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.9K
+ 22.63%
$46.07 - $48.17 $732K - $765K
86.1K $3.97M
SYLD
Cambria Shareholder Yld ETF

ETFs
8.86K
+ 108.33%
$68.06 - $76.27 $603K - $676K
17K $1.17M
JPM
Jpmorgan Chase & CO

Financial Services
162
+ 0.88%
$205.18 - $250.29 $33.2K - $40.5K
18.6K $4.45M
RLY
Ssga Active ETF Tr

ETFs
20.8K
New
$26.85 - $29.18 $558K - $607K
20.8K $561K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.3K
+ 7.7%
$80.93 - $85.66 $835K - $883K
144K $11.7M
EMB
Ishares Tr

ETFs
6.02K
+ 258.86%
$88.94 - $93.46 $536K - $563K
8.35K $743K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
22.2K
New
$22.04 - $22.59 $489K - $502K
22.2K $493K
WMT
Walmart Inc.

Consumer Defensive
1.99K
+ 6.38%
$79.1 - $95.7 $157K - $190K
33.2K $3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
8.83K
+ 100.91%
$46.94 - $51.62 $414K - $456K
17.6K $877K
V
Visa Inc.

Financial Services
728
+ 12.95%
$273.87 - $320.91 $199K - $234K
6.35K $2.01M
MARA
Marathon Digital Holdings, Inc.

Financial Services
20K
+ 64.54%
N/A
51K $1.15M
QCOM
Qualcomm Inc

Technology
3.16K
+ 136.81%
$150.4 - $178.04 $475K - $562K
5.47K $839K
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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