United Advisor Group, LLC Incresed Positions in Q2 2025

United Advisor Group, LLC

  • $538 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
4.94K
+ 229.13%
$91.41 - $94.22 $452K - $465K
7.1K $666K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
9.15K
+ 24.56%
$37.18 - $42.55 $340K - $389K
46.4K $1.97M
VTI
Vanguard Total Stock Market Et

ETFs
1.14K
+ 30.09%
$243.75 - $303.93 $277K - $346K
4.92K $1.49M
DG
Dollar General Corp

Consumer Defensive
3.26K
+ 110.54%
$86.02 - $114.95 $281K - $375K
6.21K $710K
GOOG
Alphabet Inc.

Communication Services
2.02K
+ 48.14%
$146.58 - $180.01 $296K - $364K
6.22K $1.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.68K
+ 122.74%
$85.42 - $94.39 $400K - $442K
8.49K $797K
BAC
Bank Of America Corp

Financial Services
6.85K
+ 36.94%
$34.39 - $47.46 $236K - $325K
25.4K $1.2M
DGS
Wisdomtree Emerging Markets Sm

ETFs
762
+ 1.39%
$43.34 - $55.24 $33K - $42.1K
55.5K $3.07M
FYLD
Cambria Foreign Shareholder Yi

ETFs
2.78K
+ 2.0%
$23.46 - $29.42 $65.2K - $81.8K
142K $4.14M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.4K
+ 9.79%
$75.29 - $91.16 $181K - $219K
27K $2.43M
CGGR
Capital Group Growth ETF Shs C

ETFs
7.33K
+ 55.59%
$30.53 - $40.65 $224K - $298K
20.5K $834K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.32K
+ 16.99%
$65.41 - $79.66 $217K - $264K
22.8K $1.82M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.09K
+ 5.11%
$43.53 - $54.46 $90.9K - $114K
43K $2.34M
PM
Philip Morris International Inc.

Consumer Defensive
289
+ 2.85%
$149.23 - $184.95 $43.1K - $53.5K
10.4K $1.9M
ASML
Asml Holding Nv

Technology
256
+ 43.1%
$595.37 - $815.24 $152K - $209K
850 $681K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.49K
+ 98.61%
$152.93 - $181.74 $228K - $271K
3K $545K
GE
General Electric CO

Industrials
764
+ 51.9%
$166.81 - $257.39 $127K - $197K
2.24K $575K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.37K
+ 115.14%
$49.73 - $51.44 $267K - $276K
10K $516K
IBM
International Business Machines Corp

Technology
243
+ 5.5%
$221.03 - $294.78 $53.7K - $71.6K
4.66K $1.37M
RLY
Ssga Active ETF Tr

ETFs
8.65K
+ 32.59%
$25.82 - $29.59 $223K - $256K
35.2K $1.02M
CTAS
Cintas Corp

Industrials
1.03K
+ 54.32%
$190.11 - $227.66 $196K - $234K
2.93K $652K
ISRG
Intuitive Surgical Inc

Healthcare
266
+ 10.99%
$451.58 - $565.94 $120K - $151K
2.69K $1.46M
MA
Mastercard Inc

Financial Services
433
+ 61.86%
$479.92 - $590.74 $208K - $256K
1.13K $636K
VBR
Vanguard Small Cap Value ETF

ETFs
882
+ 18.11%
$162.76 - $195.77 $144K - $173K
5.75K $1.12M
GS
Goldman Sachs Group Inc

Financial Services
12
+ 0.96%
$462.22 - $707.75 $5.55K - $8.49K
1.27K $896K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
727
+ 4.18%
$63.36 - $80.23 $46.1K - $58.3K
18.1K $1.45M
MPC
Marathon Petroleum Corp

Energy
304
+ 4.04%
$118.55 - $170.08 $36K - $51.7K
7.83K $1.3M
HD
Home Depot, Inc.

Consumer Cyclical
554
+ 23.88%
$335.24 - $380.78 $186K - $211K
2.87K $1.05M
QTEC
First Trust Nasdaq 100 Technol

ETFs
476
+ 19.06%
$149.56 - $212.83 $71.2K - $101K
2.97K $632K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.14K
+ 53.65%
$141.87 - $164.49 $162K - $188K
3.27K $536K
VGT
Vanguard Information Technolog

ETFs
97
+ 9.1%
$470.37 - $663.28 $45.6K - $64.3K
1.16K $771K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.82K
+ 7.01%
$96.84 - $99.46 $176K - $181K
27.7K $2.75M
LLY
Eli Lilly & CO

Healthcare
261
+ 47.89%
$713.71 - $898.95 $186K - $235K
806 $628K
HYD
Vaneck High Yield Muni ETF

ETFs
3.6K
+ 73.31%
$49.08 - $51.35 $177K - $185K
8.51K $427K
V
Visa Inc.

Financial Services
398
+ 6.74%
$308.27 - $373.31 $123K - $149K
6.3K $2.24M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.65K
+ 35.49%
$72.32 - $86.4 $119K - $142K
6.28K $542K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
106
+ 1.92%
$101.69 - $139.02 $10.8K - $14.7K
5.63K $782K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
525
+ 3.22%
$58.41 - $72.69 $30.7K - $38.2K
16.8K $1.22M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
1.79K
+ 9.33%
$32.08 - $39.57 $57.5K - $70.9K
21K $828K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
1.23K
+ 0.85%
$43.28 - $50.37 $53.2K - $61.9K
145K $7.28M
TBUX
T Rowe Price Exchange Traded F

ETFs
2.87K
+ 24.45%
$49.52 - $49.9 $142K - $143K
14.6K $727K
IHDG
Wisdomtree Tr

ETFs
1.03K
+ 1.75%
$38.54 - $46.0 $39.6K - $47.3K
59.8K $2.69M
SYLD
Cambria Shareholder Yld ETF

ETFs
1.82K
+ 10.11%
$55.35 - $65.57 $100K - $119K
19.8K $1.29M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
55
+ 2.88%
$299.15 - $396.54 $16.5K - $21.8K
1.96K $778K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.5K
+ 20.87%
$79.41 - $86.53 $119K - $130K
8.69K $752K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
213
+ 14.17%
$141.37 - $228.57 $30.1K - $48.7K
1.72K $388K
AMD
Advanced Micro Devices Inc

Technology
33
+ 0.97%
$78.21 - $143.81 $2.58K - $4.75K
3.43K $486K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
1.53K
+ 3.3%
$29.52 - $35.31 $45.1K - $54K
47.8K $1.69M
EMB
Ishares Tr

ETFs
1.26K
+ 13.65%
$86.54 - $92.62 $109K - $117K
10.5K $972K
Activity Summary
Buys All Purchases 284 New Holdings 53 Increased Positions 231 Sells All Sells 84 Reductions 84 Sold out 0 Options Calls 0 Puts 0
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