United Advisor Group, LLC Purchases in Q1 2025

United Advisor Group, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.69K
+ 59.77%
$85.06 - $87.69 $229K - $236K
7.19K $612K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.05K
+ 91.21%
$44.7 - $49.05 $226K - $248K
10.6K $479K
SYK
Stryker Corp

Healthcare
588
New
$355.18 - $399.9 $209K - $235K
588 $218K
T
At&T Inc.

Communication Services
846
+ 2.44%
$21.56 - $28.28 $18.2K - $23.9K
35.5K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 3.31%
$442.66 - $534.52 $32.3K - $39K
2.28K $1.21M
BNDX
Vanguard Total International B

ETFs
4.42K
+ 23.56%
$48.33 - $49.5 $214K - $219K
23.2K $1.13M
EPD
Enterprise Products Partners L.P.

Energy
1K
+ 1.57%
$31.75 - $34.14 $31.8K - $34.2K
64.8K $2.21M
AFL
Aflac Inc

Financial Services
1.86K
New
$100.99 - $111.19 $187K - $206K
1.86K $206K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.03K
New
$100.32 - $100.76 $204K - $205K
2.03K $204K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.62K
New
$73.78 - $76.59 $193K - $200K
2.62K $200K
RLY
Ssga Active ETF Tr

ETFs
5.75K
+ 27.65%
$27.21 - $28.6 $156K - $164K
26.5K $757K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.9K
+ 7.34%
$17.53 - $17.87 $209K - $213K
175K $3.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.53K
+ 27.59%
$64.88 - $72.1 $229K - $254K
16.3K $1.07M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.39K
+ 5.32%
$78.12 - $83.7 $187K - $200K
47.3K $3.81M
IEFA
Ishares Tr

ETFs
1.58K
+ 11.61%
$69.57 - $78.65 $110K - $124K
15.2K $1.15M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.28K
+ 18.95%
$50.82 - $52.7 $166K - $173K
20.6K $1.08M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
4.82K
+ 6.42%
$30.59 - $33.02 $147K - $159K
79.8K $2.53M
OSCV
Opus Small Cap Value ETF

ETFs
16.1K
+ 9.13%
$34.16 - $38.45 $550K - $619K
192K $6.7M
XLV
Select Sector Spdr Fund Health

ETFs
1K
+ 31.24%
$137.61 - $149.68 $138K - $150K
4.21K $615K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.15K
+ 86.59%
$79.96 - $87.71 $172K - $189K
4.64K $380K
CGXU
Capital Group Intl Focus Equit

ETFs
7.5K
+ 12.11%
$24.48 - $26.59 $183K - $199K
69.4K $1.7M
IHDG
Wisdomtree Tr

ETFs
3.84K
+ 6.99%
$43.4 - $47.51 $167K - $182K
58.8K $2.55M
XLK
Technology Sector Spdr

ETFs
1.72K
+ 23.26%
$206.38 - $242.18 $356K - $417K
9.13K $1.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
680
+ 48.09%
$307.43 - $357.48 $209K - $243K
2.09K $646K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.65K
+ 7.23%
$71.17 - $73.66 $117K - $121K
24.4K $1.79M
SPTL
Spdr Portfolio Long Term Treas

ETFs
4.46K
+ 14.84%
$25.54 - $27.64 $114K - $123K
34.5K $941K
VEA
Vanguard Ftse Developed Market

ETFs
448
+ 1.07%
$47.4 - $52.99 $21.2K - $23.7K
42.2K $2.15M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
8.44K
+ 17.44%
$25.58 - $29.24 $216K - $247K
56.8K $1.49M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
2.88K
+ 19.85%
$69.69 - $79.99 $201K - $230K
17.4K $1.24M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
2.45K
+ 14.38%
$72.01 - $79.94 $177K - $196K
19.5K $1.45M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
10.3K
New
$12.61 - $14.92 $130K - $154K
10.3K $147K
IEMG
Ishares Inc

ETFs
2.64K
+ 21.33%
N/A
15K $804K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.06K
+ 14.32%
$23.32 - $23.84 $141K - $145K
48.4K $1.13M
INTU
Intuit Inc

Technology
235
+ 65.46%
$555.63 - $630.23 $131K - $148K
594 $364K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.87K
+ 61.44%
$44.68 - $46.49 $128K - $133K
7.53K $348K
LLY
Eli Lilly & CO

Healthcare
133
+ 32.28%
$725.72 - $929.72 $96.5K - $124K
545 $450K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.44K
+ 9.95%
$50.72 - $50.92 $124K - $124K
26.9K $1.37M
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
2.35K
+ 7.79%
$40.77 - $42.27 $95.9K - $99.4K
32.5K $1.37M
SAND
Sandstorm Gold LTD

Basic Materials
15.7K
New
$5.54 - $7.65 $86.9K - $120K
15.7K $118K
MCD
Mcdonalds Corp

Consumer Cyclical
131
+ 3.84%
$279.74 - $321.29 $36.6K - $42.1K
3.54K $1.11M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.43K
+ 7.91%
$168.16 - $186.21 $240K - $266K
19.5K $3.33M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.58K
+ 24.35%
$25.69 - $26.89 $92.1K - $96.4K
18.3K $492K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
595
+ 2.35%
$95.85 - $99.25 $57K - $59.1K
25.9K $2.56M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.14K
+ 8.49%
$54.25 - $57.64 $116K - $123K
27.3K $1.5M
NEM
Newmont Corp

Basic Materials
138
+ 1.51%
$37.79 - $48.39 $5.22K - $6.68K
9.29K $448K
ROP
Roper Technologies Inc

Industrials
66
+ 6.76%
$502.71 - $593.81 $33.2K - $39.2K
1.04K $614K
XCEM
Columbia ETF Tr Ii

ETFs
3.71K
+ 8.66%
$29.18 - $30.72 $108K - $114K
46.6K $1.38M
RWL
Invesco Exchange Traded Fd Tr

ETFs
968
+ 27.53%
$96.9 - $104.39 $93.8K - $101K
4.48K $445K
SPYG
Spdr Portfolio

ETFs
7.13K
+ 11.36%
$80.05 - $92.39 $571K - $659K
69.9K $5.62M
Activity Summary
Buys All Purchases 216 New Holdings 32 Increased Positions 184 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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