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
VBR
Vanguard Small Cap Value ETF

ETFs
2.94K
+ 82.53%
$179.99 - $201.6 $529K - $593K
6.5K $1.31M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.87K
New
$149.02 - $167.67 $577K - $650K
3.87K $649K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
7.07K
New
$83.76 - $91.82 $592K - $649K
7.07K $645K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
1.06K
+ 0.32%
$9.76 - $11.79 $10.3K - $12.4K
329K $3.86M
VZ
Verizon Communications Inc

Communication Services
11.1K
+ 31.23%
$38.89 - $45.0 $433K - $501K
46.8K $2.1M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
5.95K
New
$72.18 - $107.33 $429K - $639K
5.95K $631K
COST
Costco Wholesale Corp

Consumer Defensive
630
+ 42.23%
$801.83 - $917.05 $505K - $578K
2.12K $1.88M
ORCL
Oracle Corp

Technology
3.58K
New
$125.9 - $170.35 $450K - $610K
3.58K $609K
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
20.9K
New
$24.76 - $29.16 $517K - $609K
20.9K $602K
SBUX
Starbucks Corp

Consumer Cyclical
5.04K
+ 94.1%
$72.51 - $98.6 $366K - $497K
10.4K $1.01M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
30.9K
New
$18.55 - $19.57 $572K - $604K
30.9K $594K
KLAC
Kla Corp

Technology
726
New
$696.17 - $892.35 $505K - $648K
726 $561K
HWM
Howmet Aerospace Inc.

Industrials
5.51K
New
$77.3 - $100.22 $426K - $553K
5.51K $552K
IEFA
Ishares Tr

ETFs
6.28K
+ 78.6%
$70.09 - $78.74 $440K - $494K
14.3K $1.11M
UNH
Unitedhealth Group Inc

Healthcare
754
+ 62.21%
$488.01 - $604.18 $368K - $456K
1.97K $1.15M
LLY
Eli Lilly & CO

Healthcare
600
New
$772.14 - $960.02 $463K - $576K
600 $531K
FPE
First Tr Pfd Secs & Income ETF

ETFs
24.6K
+ 21.59%
$17.35 - $18.22 $427K - $448K
139K $2.51M
AINV
Apollo Investment Corp

Financial Services
47.6K
+ 24.3%
N/A
243K $2.7M
CSCO
Cisco Systems, Inc.

Technology
9.93K
New
$44.74 - $53.22 $444K - $528K
9.93K $528K
IEMG
Ishares Inc

ETFs
9.37K
+ 216.12%
$53.64 - $53.64 $503K - $503K
13.7K $735K
ANET
Arista Networks, Inc.

Technology
1.3K
New
$311.42 - $388.21 $406K - $506K
1.3K $500K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
14.2K
+ 31.35%
$31.25 - $35.38 $443K - $502K
59.4K $2.06M
VTI
Vanguard Total Stock Market Et

ETFs
1.55K
+ 45.21%
$255.18 - $283.2 $396K - $440K
4.99K $1.41M
IHDG
Wisdomtree Tr

ETFs
10.6K
+ 21.92%
$42.42 - $46.78 $449K - $495K
58.9K $2.69M
V
Visa Inc.

Financial Services
1.58K
+ 39.17%
$253.74 - $291.56 $401K - $461K
5.62K $1.55M
DFAI
Dimensional ETF Tr

ETFs
7.98K
+ 7.32%
$28.69 - $32.06 $229K - $256K
117K $3.72M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.1K
+ 35.1%
$54.98 - $59.51 $391K - $423K
27.3K $1.63M
QJUN
First Tr ETF
17.7K
New
$24.85 - $27.22 $441K - $483K
17.7K $479K
ABBV
Abb Vie Inc.

Healthcare
2.08K
+ 89.94%
$163.84 - $199.33 $340K - $414K
4.38K $865K
UL
Unilever PLC

Consumer Defensive
7.21K
New
$54.7 - $65.59 $394K - $473K
7.21K $468K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.57K
+ 185.1%
$100.3 - $100.74 $458K - $460K
7.04K $708K
XLF
Financial Sector Spdr

ETFs
10.1K
New
$40.84 - $45.74 $411K - $460K
10.1K $455K
DGS
Wisdomtree Emerging Markets Sm

ETFs
6.94K
+ 19.03%
$48.46 - $54.37 $336K - $377K
43.4K $2.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.19K
+ 32.3%
$77.02 - $85.06 $323K - $357K
17.2K $1.45M
XLC
Select Sector Spdr Tr Communic

ETFs
4.87K
New
$82.16 - $90.4 $400K - $440K
4.87K $439K
SE
Sea LTD

Consumer Cyclical
4.65K
New
$59.94 - $94.83 $279K - $441K
4.65K $438K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.67K
New
$46.67 - $50.52 $404K - $438K
8.67K $437K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.06K
+ 59.88%
$85.84 - $85.84 $435K - $435K
13.5K $1.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 16.71%
$178.94 - $207.0 $341K - $394K
13.3K $2.67M
MRK
Merck & Co., Inc.

Healthcare
4.08K
+ 109.04%
$111.15 - $128.97 $453K - $526K
7.82K $887K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.01K
+ 141.4%
$175.46 - $203.3 $352K - $408K
3.42K $694K
SPY
Spdr S&P 500 ETF Trust

ETFs
555
+ 17.62%
$517.38 - $573.86 $287K - $318K
3.71K $2.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.19K
+ 15.08%
$96.25 - $101.98 $307K - $325K
24.3K $2.46M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
5.66K
+ 81.54%
$60.84 - $67.51 $344K - $382K
12.6K $850K
VOT
Vanguard Mid Cap Growth Index

ETFs
1.63K
New
$218.05 - $243.47 $356K - $397K
1.63K $397K
QCOM
Qualcomm Inc

Technology
2.31K
New
$156.12 - $209.64 $360K - $484K
2.31K $392K
AVGO
Broadcom Inc.

Technology
4.52K
+ 1641.82%
$136.27 - $1745.86 $615K - $7.88M
4.79K $826K
HON
Honeywell International Inc

Industrials
1.86K
New
$196.73 - $220.21 $365K - $408K
1.86K $383K
BAC
Bank Of America Corp

Financial Services
9.63K
+ 95.83%
$36.65 - $44.13 $353K - $425K
19.7K $781K
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
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