United Advisor Group, LLC Incresed Positions in Q4 2024

United Advisor Group, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GBDC
Golub Capital Bdc, Inc.

Financial Services
17.6K
+ 9.55%
$14.69 - $15.67 $258K - $275K
202K $3.06M
QQQ
Invesco Qqq Trust, Series 1

ETFs
312
+ 6.48%
$481.22 - $538.17 $150K - $168K
5.13K $2.62M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.68K
+ 43.26%
$49.79 - $51.14 $283K - $290K
18.8K $942K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
4.89K
+ 11.87%
$67.38 - $75.88 $330K - $371K
46.1K $3.12M
META
Meta Platforms, Inc.

Communication Services
165
+ 1.82%
$554.08 - $632.68 $91.4K - $104K
9.24K $5.45M
BNDX
Vanguard Total International B

ETFs
5.49K
+ 41.36%
$48.91 - $50.61 $269K - $278K
18.8K $920K
FANG
Diamondback Energy, Inc.

Energy
1.68K
+ 62.99%
$153.06 - $199.5 $257K - $335K
4.35K $712K
MSFT
Microsoft Corp

Technology
1.1K
+ 4.43%
$406.35 - $454.46 $447K - $500K
26K $11M
NFLX
Netflix Inc

Communication Services
100
+ 11.92%
$687.65 - $936.56 $68.8K - $93.7K
939 $836K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
578
+ 52.31%
$340.59 - $380.5 $197K - $220K
1.68K $616K
DGS
Wisdomtree Emerging Markets Sm

ETFs
8.89K
+ 20.46%
$48.87 - $53.53 $434K - $476K
52.3K $2.56M
COST
Costco Wholesale Corp

Consumer Defensive
165
+ 7.78%
$873.59 - $994.69 $144K - $164K
2.29K $2.1M
CVX
Chevron Corp

Energy
1.37K
+ 22.29%
$141.15 - $162.53 $193K - $222K
7.49K $1.09M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
5.7K
+ 37.58%
$34.5 - $36.32 $197K - $207K
20.9K $730K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
16.2K
+ 4.94%
$11.15 - $12.48 $181K - $203K
345K $4.03M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
8.81K
+ 58.35%
$16.22 - $18.28 $143K - $161K
23.9K $428K
CRM
Salesforce, Inc.

Technology
196
+ 11.43%
$270.87 - $367.87 $53.1K - $72.1K
1.91K $638K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
3.32K
+ 16.45%
$45.72 - $48.37 $152K - $160K
23.5K $1.1M
SO
Southern CO

Utilities
2.2K
+ 62.89%
$81.5 - $94.15 $179K - $207K
5.69K $468K
TLT
Ishares Barclays 20+ Year Trea

ETFs
3.78K
+ 22.51%
$87.1 - $98.49 $329K - $372K
20.6K $1.8M
MRK
Merck & Co., Inc.

Healthcare
2.6K
+ 33.27%
$96.31 - $114.76 $250K - $298K
10.4K $1.04M
MCD
Mcdonalds Corp

Consumer Cyclical
635
+ 22.86%
$288.47 - $316.54 $183K - $201K
3.41K $989K
KO
Coca Cola CO

Consumer Defensive
3.72K
+ 38.52%
$61.74 - $71.71 $229K - $267K
13.4K $832K
STWD
Starwood Property Trust, Inc.

Real Estate
17K
+ 13.35%
$18.95 - $20.37 $321K - $345K
144K $2.73M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
878
+ 56.1%
$129.96 - $144.97 $114K - $127K
2.44K $340K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
40.8K
+ 237.52%
$26.93 - $84.95 $1.1M - $3.46M
57.9K $1.58M
BARK
Bark, Inc.

Consumer Cyclical
60K
+ 64.02%
$1.32 - $2.4 $79.2K - $144K
154K $282K
HON
Honeywell International Inc

Industrials
412
+ 22.21%
$202.84 - $236.0 $83.6K - $97.2K
2.27K $512K
CPRT
Copart Inc

Consumer Cyclical
1.53K
+ 20.4%
$51.36 - $63.8 $78.3K - $97.3K
9K $516K
GS
Goldman Sachs Group Inc

Financial Services
29
+ 2.07%
$486.1 - $608.57 $14.1K - $17.6K
1.43K $819K
CBSH
Commerce Bancshares Inc

Financial Services
537
+ 1.76%
$57.04 - $74.36 $30.6K - $39.9K
31.1K $1.94M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.38K
+ 60.33%
$91.94 - $100.02 $127K - $138K
3.66K $339K
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
11.4K
+ 3.67%
$14.88 - $15.58 $169K - $177K
321K $4.86M
BR
Broadridge Financial Solutions, Inc.

Technology
402
+ 16.68%
$209.64 - $236.44 $84.3K - $95K
2.81K $635K
WM
Waste Management Inc

Industrials
618
+ 51.59%
$201.79 - $228.46 $125K - $141K
1.82K $366K
CSCO
Cisco Systems, Inc.

Technology
951
+ 9.58%
$52.45 - $60.02 $49.9K - $57.1K
10.9K $643K
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
2.55K
+ 3.31%
$16.4 - $17.85 $41.8K - $45.4K
79.5K $1.39M
ARCC
Ares Capital Corp

Financial Services
725
+ 0.71%
$20.74 - $22.27 $15K - $16.1K
102K $2.24M
XLY
Select Sector Spdr Consumer Di

ETFs
221
+ 12.07%
$194.8 - $239.43 $43.1K - $52.9K
2.05K $460K
TRV
Travelers Companies, Inc.

Financial Services
336
+ 25.11%
$225.97 - $266.66 $75.9K - $89.6K
1.67K $403K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.04K
+ 10.96%
$55.73 - $66.16 $57.7K - $68.5K
10.5K $632K
EMR
Emerson Electric CO

Industrials
388
+ 14.93%
$108.13 - $134.33 $42K - $52.1K
2.99K $370K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
1.27K
+ 18.74%
$50.52 - $56.61 $63.9K - $71.6K
8.02K $426K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.25K
+ 7.61%
$50.02 - $51.24 $113K - $115K
31.9K $1.6M
RTX
Raytheon Technologies Corp

Industrials
884
+ 19.86%
$114.45 - $127.21 $101K - $112K
5.34K $617K
ISRG
Intuitive Surgical Inc

Healthcare
3
+ 0.12%
$471.27 - $550.62 $1.41K - $1.65K
2.42K $1.26M
NEE
Nextera Energy Inc

Utilities
1.54K
+ 55.5%
$69.77 - $85.43 $108K - $132K
4.32K $309K
ET
Energy Transfer LP

Energy
534
+ 2.97%
$16.05 - $19.86 $8.57K - $10.6K
18.5K $363K
MAIN
Main Street Capital Corp

Financial Services
60
+ 0.78%
$49.95 - $58.58 $3K - $3.51K
7.71K $451K
Activity Summary
Buys All Purchases 236 New Holdings 61 Increased Positions 175 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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