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
PWR
Quanta Services, Inc.

Industrials
293
+ 33.18%
$236.71 - $358.03 $69.4K - $105K
1.18K $298K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
699
+ 4.4%
N/A
16.6K $422K
QTEC
First Trust Nasdaq 100 Technol

ETFs
278
+ 12.52%
$173.56 - $210.67 $48.2K - $58.6K
2.5K $433K
SDGR
Schrodinger, Inc.

Healthcare
295
+ 1.49%
$18.69 - $26.15 $5.51K - $7.71K
20.1K $396K
MUB
Ishares National Muni Bond ETF

ETFs
182
+ 4.72%
$104.71 - $107.69 $19.1K - $19.6K
4.04K $426K
COP
Conocophillips

Energy
1
+ 0.04%
$88.6 - $105.85 $88.6 - $106
2.42K $254K
HYD
Vaneck High Yield Muni ETF

ETFs
341
+ 7.46%
$50.79 - $52.53 $17.3K - $17.9K
4.91K $251K
TDIV
First Trust Nasdaq Technology

ETFs
489
+ 11.18%
$73.39 - $83.95 $35.9K - $41.1K
4.86K $357K
USRT
Ishares Core U.S. Reit ETF

ETFs
192
+ 4.4%
$55.14 - $60.29 $10.6K - $11.6K
4.56K $262K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
173
+ 2.58%
$49.52 - $50.2 $8.57K - $8.68K
6.88K $344K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
463
+ 4.05%
$31.66 - $34.73 $14.7K - $16.1K
11.9K $386K
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
245
+ 2.14%
$19.96 - $20.4 $4.89K - $5K
11.7K $234K
SUB
Ishares Short Term National Mu

ETFs
44
+ 2.29%
$105.3 - $106.24 $4.63K - $4.67K
1.97K $207K
DOCU
Docusign, Inc.

Technology
403
+ 11.58%
$74.7 - $97.7 $30.1K - $39.4K
3.88K $316K
DNL
Wiswisdomtree Tr

ETFs
221
+ 1.69%
$35.56 - $38.21 $7.86K - $8.44K
13.3K $474K
ORCC
Owl Rock Capital Corp

Financial Services
183
+ 0.68%
N/A
27K $362K
SPY
Spdr S&P 500 ETF Trust

ETFs
181
+ 4.95%
$551.42 - $612.93 $99.8K - $111K
3.84K $2.15M
DSL
Double Line Income Solutions Fund

Financial Services
73
+ 0.17%
$12.53 - $12.88 $915 - $940
43.6K $550K
BXSL
Blackstone Secured Lending Fund

Financial Services
9
+ 0.06%
$31.3 - $34.5 $282 - $311
14.3K $464K
T Rowe Price ETF Inc
6.51K
New
N/A
6.51K $0
Te Connectivity PLC
15
+ 0.91%
N/A
1.67K $0
Wisdomtree Tr
5.28K
New
N/A
5.28K $0
STRV
Ea Ser Tr Strive 500 ETF
27.4K
+ 10.48%
N/A
289K $0
Trust For Professional Manag
9.99K
New
N/A
9.99K $0
Blackrock ETF Trust
1.75K
+ 3.03%
N/A
59.5K $0
Ea Series Trust
1.24K
+ 15.74%
N/A
9.1K $0
Annaly Capital Management In
847
+ 1.46%
N/A
58.9K $0
Managed Portfolio Series
18.5K
+ 11.73%
N/A
177K $0
Kodiak Gas Svcs Inc
25
+ 0.2%
N/A
12.3K $0
Oaktree Specialty Lending CO
15.8K
+ 7.66%
N/A
222K $0
JUCY
ETF Ser Solutions Aptus Enhanc
4.91K
+ 3.94%
N/A
129K $0
Neuberger Berman ETF Trust
10.5K
New
N/A
10.5K $0
HUSV
First Tr ETF Iii Horizon Manag
10
+ 0.14%
N/A
7.24K $0
Direxion Shs ETF Tr
48.9K
+ 579.58%
N/A
57.3K $0
Capital Grp Fixed Incm ETF T
12.1K
+ 20.86%
N/A
70.3K $0
Capital Group Core Balanced
560
+ 3.43%
N/A
16.9K $0
AIQ
Global X Funds Global X Artifi

ETFs
200
+ 3.46%
$36.38 - $42.77 $7.28K - $8.55K
5.99K $217K
FANG
Diamondback Energy, Inc.

Energy
74
+ 1.7%
$139.9 - $180.18 $10.4K - $13.3K
4.42K $706K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2.86K
+ 6.58%
$32.49 - $37.99 $92.8K - $108K
46.3K $1.55M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
52
+ 0.28%
$49.25 - $50.66 $2.56K - $2.63K
18.9K $935K
SCHX
Schwab Strategic Tr Us Large C

ETFs
9.83K
+ 4.79%
$21.75 - $24.28 $214K - $239K
215K $4.75M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
534
+ 10.84%
$39.97 - $48.7 $21.3K - $26K
5.46K $218K
SPG
Simon Property Group Inc

Real Estate
48
+ 1.55%
$159.48 - $187.78 $7.66K - $9.01K
3.14K $520K
IWY
Ishares Tr Russell 200 Growth

ETFs
65
+ 6.02%
$210.19 - $243.33 $13.7K - $15.8K
1.14K $241K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
375
+ 4.68%
$48.9 - $56.81 $18.3K - $21.3K
8.39K $410K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
820
+ 3.49%
$43.95 - $48.5 $36K - $39.8K
24.3K $1.08M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
211
+ 2.11%
$35.37 - $41.21 $7.46K - $8.7K
10.2K $368K
SYLD
Cambria Shareholder Yld ETF

ETFs
911
+ 5.35%
$62.77 - $71.4 $57.2K - $65K
18K $1.15M
LOW
Lowes Companies Inc

Consumer Cyclical
71
+ 2.55%
$222.66 - $268.42 $15.8K - $19.1K
2.85K $664K
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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