United Advisor Group, LLC Incresed Positions in Q3 2024

United Advisor Group, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
16.7K
+ 32.76%
$207.23 - $234.82 $3.46M - $3.92M
67.6K $15.7M
AMZN
Amazon Com Inc

Consumer Cyclical
20.9K
+ 52.25%
$161.02 - $200.0 $3.37M - $4.19M
61K $11.4M
GOOGL
Alphabet Inc.

Communication Services
21K
+ 150.18%
$148.65 - $191.18 $3.11M - $4.01M
34.9K $5.79M
META
Meta Platforms, Inc.

Communication Services
5.1K
+ 128.14%
$453.41 - $572.44 $2.31M - $2.92M
9.07K $5.19M
MSFT
Microsoft Corp

Technology
6.95K
+ 38.76%
$395.15 - $467.56 $2.75M - $3.25M
24.9K $10.7M
AMD
Advanced Micro Devices Inc

Technology
15.4K
+ 803.28%
$128.67 - $183.96 $1.99M - $2.84M
17.4K $2.85M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
23.4K
+ 21.19%
$75.88 - $83.21 $1.78M - $1.95M
134K $11.1M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
35.7K
+ 18.07%
$36.82 - $39.74 $1.31M - $1.42M
233K $9.27M
NVDA
Nvidia Corp

Technology
16.7K
+ 15.66%
$98.91 - $134.91 $1.65M - $2.25M
123K $15M
PLTR
Palantir Technologies Inc.

Technology
15K
+ 17.46%
$24.09 - $37.95 $362K - $571K
101K $3.76M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
13.6K
+ 17.25%
$71.86 - $78.56 $975K - $1.07M
92.2K $7.25M
PG
Procter & Gamble CO

Consumer Defensive
7.91K
+ 60.19%
$160.76 - $177.82 $1.27M - $1.41M
21.1K $3.65M
TDVG
T Rowe Price Exchange Traded F

Technology
21.8K
+ 13.69%
$37.87 - $40.96 $826K - $894K
181K $7.42M
TSLA
Tesla, Inc.

Consumer Cyclical
2.89K
+ 35.68%
$191.76 - $263.26 $553K - $760K
11K $2.87M
DRSK
ETF Ser Solutions Aptus Define

ETFs
38.6K
+ 27.62%
$26.97 - $28.55 $1.04M - $1.1M
178K $5.05M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.7K
+ 306.34%
$89.91 - $101.33 $1.14M - $1.28M
16.8K $1.65M
OSCV
Opus Small Cap Value ETF

ETFs
23.6K
+ 18.55%
$33.99 - $37.93 $801K - $894K
151K $5.64M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
13.9K
+ 12.6%
$46.17 - $51.13 $642K - $711K
124K $6.35M
RDVY
First Trust Rising Dividend Ac

ETFs
10.2K
+ 8.26%
$53.68 - $59.24 $549K - $606K
134K $7.94M
XLK
Technology Sector Spdr

ETFs
4.59K
+ 145.6%
$197.34 - $237.68 $905K - $1.09M
7.74K $1.75M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
15.3K
+ 27.76%
$46.13 - $52.38 $704K - $799K
70.2K $3.62M
PFE
Pfizer Inc

Healthcare
35K
+ 356.64%
$27.7 - $31.39 $969K - $1.1M
44.8K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.61K
+ 37.85%
$475.2 - $527.7 $765K - $850K
5.86K $3.09M
JPM
Jpmorgan Chase & CO

Financial Services
3.99K
+ 27.71%
$194.9 - $224.8 $778K - $897K
18.4K $3.88M
XOM
Exxon Mobil Corp

Energy
6.86K
+ 15.47%
$109.72 - $119.0 $752K - $816K
51.2K $6M
JCPB
J P Morgan Exchange Traded Fd

ETFs
15.6K
+ 28.57%
$45.87 - $48.53 $715K - $757K
70.2K $3.39M
FYLD
Cambria Foreign Shareholder Yi

ETFs
24.9K
+ 31.85%
$24.79 - $28.04 $617K - $698K
103K $2.87M
IBM
International Business Machines Corp

Technology
2.77K
+ 89.57%
$175.1 - $223.38 $484K - $618K
5.85K $1.29M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
5.8K
+ 16.76%
$72.52 - $82.35 $420K - $477K
40.4K $3.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13.1K
+ 13.54%
$50.25 - $50.74 $658K - $665K
110K $5.57M
BMY
Bristol Myers Squibb CO

Healthcare
11.3K
+ 112.09%
$39.66 - $51.75 $448K - $585K
21.4K $1.11M
WMT
Walmart Inc.

Consumer Defensive
4.11K
+ 15.16%
$66.91 - $81.4 $275K - $334K
31.2K $2.52M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
5.91K
+ 16.72%
$61.04 - $71.27 $361K - $421K
41.2K $2.86M
VBR
Vanguard Small Cap Value ETF

ETFs
2.94K
+ 82.53%
$179.99 - $201.6 $529K - $593K
6.5K $1.31M
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
COST
Costco Wholesale Corp

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

Consumer Cyclical
5.04K
+ 94.1%
$72.51 - $98.6 $366K - $497K
10.4K $1.01M
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
AINV
Apollo Investment Corp

Financial Services
47.6K
+ 24.3%
N/A
243K $2.7M
FPE
First Tr Pfd Secs & Income ETF

ETFs
24.6K
+ 21.59%
$17.35 - $18.22 $427K - $448K
139K $2.51M
IEMG
Ishares Inc

ETFs
9.37K
+ 216.12%
$53.64 - $53.64 $503K - $503K
13.7K $735K
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
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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