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
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
3.61K
+ 23.39%
$70.04 - $77.47 $253K - $280K
19K $1.47M
SYLD
Cambria Shareholder Yld ETF

ETFs
4.93K
+ 152.0%
$66.68 - $72.81 $329K - $359K
8.18K $591K
BA
Boeing CO

Industrials
2.43K
New
$152.04 - $190.6 $369K - $463K
2.43K $369K
AES
Aes Corp

Utilities
18.4K
New
$16.18 - $20.07 $297K - $369K
18.4K $368K
VTV
Vanguard Value ETF

ETFs
1.16K
+ 9.91%
$159.75 - $174.57 $185K - $202K
12.8K $2.24M
INTC
Intel Corp

Technology
15.6K
New
$18.9 - $34.87 $296K - $546K
15.6K $367K
XLY
Select Sector Spdr Consumer Di

ETFs
1.83K
New
$170.05 - $200.86 $311K - $368K
1.83K $366K
CGUS
Capital Group Core Equity ETF
10.5K
New
$31.19 - $34.33 $326K - $359K
10.5K $358K
PGR
Progressive Corp

Financial Services
510
+ 10.37%
$209.46 - $259.24 $107K - $132K
5.43K $1.38M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.1K
New
$30.71 - $34.79 $309K - $350K
10.1K $349K
FTNT
Fortinet, Inc.

Technology
4.47K
New
$55.39 - $77.55 $248K - $347K
4.47K $346K
DGRO
Ishares Core Dividend Growth E

ETFs
5.35K
New
$57.47 - $62.76 $307K - $336K
5.35K $335K
PM
Philip Morris International Inc.

Consumer Defensive
1.02K
+ 9.86%
$101.25 - $127.45 $104K - $131K
11.4K $1.39M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.61K
+ 142.22%
$91.42 - $91.82 $330K - $331K
6.15K $564K
IDEV
Ishares Core Msci Intl Develop

ETFs
4.12K
+ 67.98%
$63.46 - $71.43 $262K - $295K
10.2K $721K
TFC
Truist Financial Corp

Financial Services
7.47K
New
$38.22 - $44.94 $286K - $336K
7.47K $319K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
20.6K
New
$14.84 - $16.4 $305K - $337K
20.6K $318K
MO
Altria Group, Inc.

Consumer Defensive
3.66K
+ 15.33%
$45.95 - $54.71 $168K - $200K
27.6K $1.41M
PINS
Pinterest, Inc.

Communication Services
11.5K
+ 240.54%
$28.66 - $43.51 $331K - $502K
16.3K $528K
STWD
Starwood Property Trust, Inc.

Real Estate
6.93K
+ 5.77%
$18.75 - $21.11 $130K - $146K
127K $2.59M
D
Dominion Energy, Inc

Utilities
4.64K
+ 87.44%
$48.01 - $58.53 $223K - $272K
9.96K $575K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
9.08K
+ 19.48%
$25.18 - $28.27 $229K - $257K
55.7K $1.55M
TRV
Travelers Companies, Inc.

Financial Services
1.34K
New
$201.87 - $242.35 $270K - $324K
1.34K $313K
GME
Game Stop Corp.

Consumer Cyclical
13.5K
New
$19.5 - $28.54 $263K - $385K
13.5K $309K
HYG
Ishares Tr

ETFs
3.83K
New
$76.72 - $80.36 $294K - $308K
3.83K $307K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.9K
New
$69.61 - $79.56 $271K - $310K
3.9K $305K
DVY
Ishares Tr

ETFs
2.26K
New
$119.99 - $135.74 $271K - $307K
2.26K $305K
XLU
Utilities Sector Spdr

ETFs
3.77K
New
$67.67 - $80.78 $255K - $305K
3.77K $304K
GE
General Electric CO

Industrials
1.61K
New
$156.66 - $189.66 $252K - $306K
1.61K $303K
MPWR
Monolithic Power Systems Inc

Technology
328
New
$757.04 - $947.16 $248K - $311K
328 $303K
ABT
Abbott Laboratories

Healthcare
2.65K
New
$100.07 - $118.13 $265K - $313K
2.65K $302K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.44K
+ 74.79%
$57.32 - $62.65 $255K - $278K
10.4K $646K
VIG
Vanguard Dividend Appreciation

ETFs
1.63K
New
$182.15 - $182.15 $296K - $296K
1.63K $296K
HD
Home Depot, Inc.

Consumer Cyclical
337
+ 12.98%
$333.64 - $405.2 $112K - $137K
2.93K $1.19M
DUK
Duke Energy Corp

Utilities
2.55K
New
$99.35 - $117.71 $253K - $300K
2.55K $294K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.64K
+ 90.57%
$37.98 - $41.19 $252K - $274K
14K $575K
IWL
Ishares Tr Russell 200 ETF

ETFs
2.03K
New
$126.32 - $140.44 $256K - $284K
2.03K $284K
VO
Vanguard Mid Cap ETF

ETFs
1.07K
New
$237.84 - $263.83 $253K - $281K
1.07K $280K
ARCC
Ares Capital Corp

Financial Services
12.6K
+ 14.19%
$19.8 - $21.28 $250K - $269K
102K $2.13M
VBK
Vanguard Small Cap Growth ETF

ETFs
947
+ 87.69%
$240.48 - $267.94 $228K - $254K
2.03K $541K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.41K
+ 86.63%
$44.9 - $47.55 $243K - $257K
11.6K $549K
MMM
3 M CO

Industrials
277
+ 4.49%
$99.69 - $139.42 $27.6K - $38.6K
6.45K $881K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.92K
+ 90.98%
$105.53 - $118.34 $202K - $227K
4.02K $470K
CRM
Salesforce, Inc.

Technology
838
+ 95.55%
$238.42 - $276.53 $200K - $232K
1.72K $469K
MDT
Medtronic PLC

Healthcare
2.14K
+ 48.97%
$76.84 - $91.03 $165K - $195K
6.51K $586K
KO
Coca Cola CO

Consumer Defensive
2.54K
+ 35.81%
$62.69 - $73.01 $159K - $186K
9.65K $693K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.97K
New
$55.51 - $61.51 $220K - $244K
3.97K $241K
GD
General Dynamics Corp

Industrials
792
New
$279.51 - $308.09 $221K - $244K
792 $239K
LQD
Ishares Iboxx $ Investment Gra

ETFs
2.12K
New
$106.11 - $113.72 $225K - $241K
2.12K $239K
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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