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
ABBV
Abb Vie Inc.

Healthcare
2.08K
+ 89.94%
$163.84 - $199.33 $340K - $414K
4.38K $865K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.57K
+ 185.1%
$100.3 - $100.74 $458K - $460K
7.04K $708K
DGS
Wisdomtree Emerging Markets Sm

ETFs
6.94K
+ 19.03%
$48.46 - $54.37 $336K - $377K
43.4K $2.33M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.19K
+ 32.3%
$77.02 - $85.06 $323K - $357K
17.2K $1.45M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
5.06K
+ 59.88%
$85.84 - $85.84 $435K - $435K
13.5K $1.16M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.9K
+ 16.71%
$178.94 - $207.0 $341K - $394K
13.3K $2.67M
MRK
Merck & Co., Inc.

Healthcare
4.08K
+ 109.04%
$111.15 - $128.97 $453K - $526K
7.82K $887K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.01K
+ 141.4%
$175.46 - $203.3 $352K - $408K
3.42K $694K
SPY
Spdr S&P 500 ETF Trust

ETFs
555
+ 17.62%
$517.38 - $573.86 $287K - $318K
3.71K $2.13M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.19K
+ 15.08%
$96.25 - $101.98 $307K - $325K
24.3K $2.46M
AVGO
Broadcom Inc.

Technology
4.52K
+ 1641.82%
$136.27 - $1745.86 $615K - $7.88M
4.79K $826K
BAC
Bank Of America Corp

Financial Services
9.63K
+ 95.83%
$36.65 - $44.13 $353K - $425K
19.7K $781K
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
VTV
Vanguard Value ETF

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

Financial Services
510
+ 10.37%
$209.46 - $259.24 $107K - $132K
5.43K $1.38M
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
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
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
9.08K
+ 19.48%
$25.18 - $28.27 $229K - $257K
55.7K $1.55M
D
Dominion Energy, Inc

Utilities
4.64K
+ 87.44%
$48.01 - $58.53 $223K - $272K
9.96K $575K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.44K
+ 74.79%
$57.32 - $62.65 $255K - $278K
10.4K $646K
HD
Home Depot, Inc.

Consumer Cyclical
337
+ 12.98%
$333.64 - $405.2 $112K - $137K
2.93K $1.19M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.64K
+ 90.57%
$37.98 - $41.19 $252K - $274K
14K $575K
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
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
224
+ 68.92%
$1024.09 - $1201.76 $229K - $269K
549 $577K
DIS
Walt Disney CO

Communication Services
2.44K
+ 88.13%
$85.6 - $98.61 $209K - $241K
5.22K $501K
T
At&T Inc.

Communication Services
6.4K
+ 22.1%
$18.21 - $22.28 $117K - $143K
35.4K $778K
GOOG
Alphabet Inc.

Communication Services
1.65K
+ 50.46%
$149.54 - $192.66 $246K - $317K
4.91K $820K
JNJ
Johnson & Johnson

Healthcare
876
+ 18.69%
$145.48 - $167.38 $127K - $147K
5.56K $901K
MCD
Mcdonalds Corp

Consumer Cyclical
295
+ 11.88%
$245.82 - $304.51 $72.5K - $89.8K
2.78K $845K
MA
Mastercard Inc

Financial Services
348
+ 68.77%
$429.6 - $500.99 $150K - $174K
854 $421K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
992
+ 30.81%
$141.31 - $161.48 $140K - $160K
4.21K $677K
ZTS
Zoetis Inc.

Healthcare
519
+ 13.13%
$172.58 - $196.48 $89.6K - $102K
4.47K $873K
TMO
Thermo Fisher Scientific Inc.

Healthcare
250
+ 55.43%
$531.86 - $624.21 $133K - $156K
701 $433K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
164
+ 8.15%
$405.19 - $478.57 $66.5K - $78.5K
2.18K $1M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
2.74K
+ 15.75%
$42.55 - $46.2 $117K - $127K
20.2K $931K
LOW
Lowes Companies Inc

Consumer Cyclical
9
+ 0.27%
$213.3 - $270.78 $1.92K - $2.44K
3.32K $898K
MUB
Ishares National Muni Bond ETF

ETFs
1.45K
+ 47.51%
$106.13 - $108.7 $154K - $158K
4.51K $490K
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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