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
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
915
+ 22.43%
$110.06 - $128.44 $101K - $118K
4.99K $635K
AMT
American Tower Corp

Real Estate
234
+ 8.15%
$192.27 - $242.73 $45K - $56.8K
3.1K $721K
UPS
United Parcel Service Inc

Industrials
1.43K
+ 2.37%
$123.32 - $147.38 $176K - $211K
61.7K $8.41M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
2.67K
+ 0.87%
$14.69 - $15.42 $39.1K - $41.1K
310K $4.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.06K
+ 48.74%
$117.9 - $128.2 $125K - $136K
3.24K $414K
LMT
Lockheed Martin Corp

Industrials
5
+ 0.39%
$460.3 - $584.56 $2.3K - $2.92K
1.3K $761K
QQQ
Invesco Qqq Trust, Series 1

ETFs
229
+ 4.99%
$434.77 - $502.96 $99.6K - $115K
4.82K $2.35M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.19K
+ 12.66%
$44.24 - $49.47 $96.9K - $108K
19.5K $964K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
608
+ 1.58%
$30.61 - $34.92 $18.6K - $21.2K
39K $1.35M
ISRG
Intuitive Surgical Inc

Healthcare
84
+ 3.6%
$416.14 - $494.01 $35K - $41.5K
2.42K $1.19M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
109
+ 53.96%
$1015.62 - $1159.62 $111K - $126K
311 $358K
GS
Goldman Sachs Group Inc

Financial Services
174
+ 14.17%
$459.02 - $510.25 $79.9K - $88.8K
1.4K $694K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.69K
+ 6.05%
$42.87 - $45.76 $72.5K - $77.4K
29.6K $1.34M
QTEC
First Trust Nasdaq 100 Technol

ETFs
763
+ 54.73%
$169.92 - $205.38 $130K - $157K
2.16K $412K
RTX
Raytheon Technologies Corp

Industrials
445
+ 11.11%
$99.55 - $123.34 $44.3K - $54.9K
4.45K $539K
NFLX
Netflix Inc

Communication Services
157
+ 23.02%
$598.55 - $722.26 $94K - $113K
839 $595K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
2.58K
+ 14.94%
$50.61 - $50.96 $131K - $131K
19.8K $1.01M
SPYG
Spdr Portfolio

ETFs
211
+ 0.52%
$73.38 - $84.1 $15.5K - $17.7K
40.7K $3.37M
TBUX
T Rowe Price Exchange Traded F

ETFs
2.48K
+ 30.25%
$49.46 - $49.99 $123K - $124K
10.7K $531K
VUG
Vanguard Growth ETF

ETFs
162
+ 2.56%
$341.08 - $391.94 $55.3K - $63.5K
6.5K $2.5M
KMI
Kinder Morgan, Inc.

Energy
3.73K
+ 20.87%
$19.72 - $22.22 $73.6K - $82.9K
21.6K $477K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.88K
+ 22.57%
$16.42 - $18.12 $96.5K - $106K
31.9K $575K
ENB
Enbridge Inc

Energy
1.82K
+ 22.66%
$35.27 - $41.18 $64.1K - $74.9K
9.84K $399K
XCEM
Columbia ETF Tr Ii

ETFs
2.78K
+ 10.16%
$30.17 - $33.79 $83.9K - $93.9K
30.1K $984K
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
2.2K
+ 16.99%
$33.08 - $36.65 $72.9K - $80.7K
15.2K $554K
CGDV
Capital Group Divid Value ETF

ETFs
2.32K
+ 32.13%
$32.96 - $36.48 $76.5K - $84.7K
9.55K $347K
CPNG
Coupang, Inc.

Consumer Cyclical
2.87K
+ 27.45%
$19.79 - $24.92 $56.7K - $71.4K
13.3K $326K
AMAT
Applied Materials Inc

Technology
807
+ 47.64%
$174.88 - $254.97 $141K - $206K
2.5K $505K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
994
+ 4.53%
$56.04 - $62.99 $55.7K - $62.6K
22.9K $1.4M
PEP
Pepsico Inc

Consumer Defensive
534
+ 25.54%
$161.9 - $179.3 $86.5K - $95.7K
2.63K $446K
BR
Broadridge Financial Solutions, Inc.

Technology
293
+ 13.84%
$196.56 - $218.55 $57.6K - $64K
2.41K $517K
SO
Southern CO

Utilities
697
+ 24.94%
$77.0 - $90.52 $53.7K - $63.1K
3.49K $314K
CHE
Chemed Corp

Healthcare
110
+ 20.56%
$527.82 - $600.97 $58.1K - $66.1K
645 $387K
CAT
Caterpillar Inc

Industrials
124
+ 15.03%
$316.8 - $391.12 $39.3K - $48.5K
949 $371K
ROP
Roper Technologies Inc

Industrials
179
+ 26.21%
$515.25 - $576.55 $92.2K - $103K
862 $479K
NOC
Northrop Grumman Corp

Industrials
2
+ 0.2%
$423.73 - $533.14 $847 - $1.07K
1.02K $540K
TMUS
T Mobile Us, Inc.

Communication Services
179
+ 10.73%
$175.14 - $206.36 $31.4K - $36.9K
1.85K $381K
TGT
Target Corp

Consumer Defensive
230
+ 3.43%
$133.47 - $159.25 $30.7K - $36.6K
6.94K $1.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
345
+ 20.56%
$162.83 - $179.16 $56.2K - $61.8K
2.02K $362K
FTCS
First Trust Capital Strength E

ETFs
626
+ 17.31%
$83.58 - $90.94 $52.3K - $56.9K
4.24K $385K
BNDX
Vanguard Total International B

ETFs
1.24K
+ 10.26%
$48.42 - $50.35 $59.8K - $62.2K
13.3K $667K
VGT
Vanguard Information Technolog

ETFs
126
+ 16.03%
$514.43 - $606.85 $64.8K - $76.5K
912 $534K
FBT
First Trust Nyse Arca Biotechn

ETFs
205
+ 8.45%
$152.39 - $172.91 $31.2K - $35.4K
2.63K $452K
BBY
Best Buy CO Inc

Consumer Cyclical
22
+ 0.54%
$80.23 - $103.29 $1.77K - $2.27K
4.08K $421K
XLG
Invesco Exchange Traded Fd Tr

ETFs
1.38K
+ 18.7%
$42.54 - $47.97 $58.6K - $66.1K
8.75K $415K
TDIV
First Trust Nasdaq Technology

ETFs
771
+ 24.31%
$70.51 - $81.07 $54.4K - $62.5K
3.94K $316K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
985
+ 3.44%
$50.15 - $51.27 $49.4K - $50.5K
29.6K $1.52M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
3.15K
+ 4.27%
$15.41 - $17.22 $48.5K - $54.2K
77K $1.28M
GBDC
Golub Capital Bdc, Inc.

Financial Services
11.3K
+ 6.54%
$14.36 - $16.0 $162K - $181K
184K $2.78M
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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