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
FITB
Fifth Third Bancorp

Financial Services
61
+ 0.82%
$41.76 - $48.44 $2.55K - $2.95K
7.51K $317K
XLU
Utilities Sector Spdr

ETFs
226
+ 5.99%
$74.89 - $82.93 $16.9K - $18.7K
4K $302K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 1.38%
$442.29 - $483.08 $13.3K - $14.5K
2.21K $999K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
23
+ 0.65%
$63.23 - $66.65 $1.45K - $1.53K
3.57K $226K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.25K
+ 9.82%
$55.45 - $61.08 $125K - $137K
25.2K $1.4M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
97
+ 0.86%
$19.99 - $20.7 $1.94K - $2.01K
11.4K $228K
VICI
Vici Properties Inc.

Real Estate
663
+ 9.8%
$28.27 - $33.19 $18.7K - $22K
7.43K $217K
DBL
Double Line Opportunistic Credit Fund

Financial Services
31
+ 0.12%
$15.17 - $15.89 $470 - $493
24.9K $385K
MVT
Blackrock Munivest Fund Ii, Inc.

Financial Services
17
+ 0.16%
$10.43 - $11.47 $177 - $195
10.9K $115K
FNX
First Tr Mid Cap Core Alphadex

ETFs
11
+ 0.15%
$114.77 - $127.28 $1.26K - $1.4K
7.17K $830K
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.14K
+ 197.6%
$25.79 - $80.4 $210K - $654K
12.3K $319K
MDT
Medtronic PLC

Healthcare
623
+ 9.57%
$79.61 - $92.24 $49.6K - $57.5K
7.14K $570K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1
+ 0.02%
$56.08 - $68.53 $56.1 - $68.5
5.04K $283K
CTAS
Cintas Corp

Industrials
59
+ 3.18%
$182.7 - $226.47 $10.8K - $13.4K
1.92K $349K
LMT
Lockheed Martin Corp

Industrials
195
+ 14.98%
$479.66 - $614.62 $93.5K - $120K
1.5K $727K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
39
+ 0.78%
$119.34 - $127.78 $4.65K - $4.98K
5.03K $600K
UBER
Uber Technologies, Inc

Technology
153
+ 3.63%
$59.93 - $86.34 $9.17K - $13.2K
4.37K $263K
ABBV
Abb Vie Inc.

Healthcare
90
+ 2.05%
$164.99 - $203.87 $14.8K - $18.3K
4.47K $794K
TGT
Target Corp

Consumer Defensive
535
+ 7.71%
$121.59 - $160.69 $65.1K - $86K
7.47K $1.01M
UNH
Unitedhealth Group Inc

Healthcare
140
+ 7.12%
$485.52 - $625.25 $68K - $87.5K
2.11K $1.07M
IEP
Icahn Enterprises L.P.

Industrials
10
+ 0.03%
$8.67 - $15.49 $86.7 - $155
28.9K $250K
VZ
Verizon Communications Inc

Communication Services
2.19K
+ 4.67%
$39.6 - $45.21 $86.6K - $98.9K
49K $1.96M
NEM
Newmont Corp

Basic Materials
23
+ 0.25%
$37.0 - $58.68 $851 - $1.35K
9.16K $340K
VEA
Vanguard Ftse Developed Market

ETFs
356
+ 0.86%
$47.57 - $52.44 $16.9K - $18.7K
41.8K $2M
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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