United Advisor Group, LLC New Holdings in Q4 2024

United Advisor Group, LLC

  • $476 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42.6K
New
$51.09 - $55.27 $2.17M - $2.35M
42.6K $2.18M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
20.8K
New
$79.93 - $88.06 $1.66M - $1.83M
20.8K $1.66M
CGXU
Capital Group Intl Focus Equit

ETFs
61.9K
New
$24.67 - $26.94 $1.53M - $1.67M
61.9K $1.53M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48.4K
New
$27.54 - $83.04 $1.33M - $4.02M
48.4K $1.34M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
17.1K
New
$75.22 - $82.17 $1.28M - $1.4M
17.1K $1.3M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
14.5K
New
$72.18 - $81.41 $1.05M - $1.18M
14.5K $1.1M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
42.3K
New
$23.29 - $23.93 $986K - $1.01M
42.3K $993K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
17.3K
New
$51.33 - $53.74 $887K - $929K
17.3K $890K
SPTL
Spdr Portfolio Long Term Treas

ETFs
30.1K
New
$26.05 - $29.17 $783K - $877K
30.1K $787K
ICVT
Ishares Tr Convertible Bond Et

ETFs
8.75K
New
$83.09 - $89.28 $727K - $782K
8.75K $743K
RLY
Ssga Active ETF Tr

ETFs
20.8K
New
$26.85 - $29.18 $558K - $607K
20.8K $561K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
22.2K
New
$22.04 - $22.59 $489K - $502K
22.2K $493K
TFLO
Ishares Treasury Floating Rate

ETFs
8.82K
New
$50.37 - $50.63 $444K - $447K
8.82K $445K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
4.5K
New
$85.41 - $87.1 $385K - $392K
4.5K $388K
SCHP
Schwab Strategic Us Tips ETF

ETFs
14.7K
New
$25.74 - $53.78 $379K - $792K
14.7K $380K
SOUN
Soundhound Ai, Inc.

Technology
19.1K
New
$4.51 - $24.23 $86.1K - $463K
19.1K $379K
VDE
Vanguard Energy ETF

ETFs
3.13K
New
$116.67 - $136.78 $365K - $428K
3.13K $379K
OMFL
Invesco Exchange Traded Self I

ETFs
6.98K
New
$52.49 - $56.58 $366K - $395K
6.98K $378K
DAL
Delta Air Lines, Inc.

Industrials
6.17K
New
$47.46 - $65.77 $293K - $406K
6.17K $373K
AAP
Advance Auto Parts Inc

Consumer Cyclical
7.54K
New
$35.69 - $47.44 $269K - $357K
7.54K $356K
EL
Estee Lauder Companies Inc

Consumer Defensive
4.47K
New
$62.74 - $97.24 $281K - $435K
4.47K $335K
UAL
United Airlines Holdings, Inc.

Industrials
3.45K
New
$55.62 - $102.44 $192K - $354K
3.45K $335K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
6.71K
New
$49.63 - $50.41 $333K - $338K
6.71K $332K
WAT
Waters Corp

Healthcare
884
New
$323.11 - $392.01 $286K - $347K
884 $327K
CGGO
Capital Group Global Growth Eq

ETFs
11.2K
New
$29.21 - $30.67 $327K - $343K
11.2K $326K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.65K
New
$119.61 - $136.3 $316K - $361K
2.65K $326K
NRG
Nrg Energy, Inc.

Utilities
3.6K
New
$85.3 - $101.61 $307K - $366K
3.6K $324K
AMGN
Amgen Inc

Healthcare
1.18K
New
$258.78 - $328.31 $306K - $388K
1.18K $308K
PWR
Quanta Services, Inc.

Industrials
883
New
$296.05 - $346.6 $261K - $306K
883 $279K
FTLS
First Tr Long/Short Equity ETF

ETFs
4.18K
New
$63.1 - $67.29 $263K - $281K
4.18K $274K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
5K
New
$52.07 - $58.13 $260K - $291K
5K $260K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.54K
New
$45.85 - $49.28 $254K - $273K
5.54K $258K
USRT
Ishares Core U.S. Reit ETF

ETFs
4.37K
New
$55.97 - $62.75 $244K - $274K
4.37K $250K
RWK
Invesco Exchange Traded Fd Tr

ETFs
2.11K
New
$114.67 - $126.49 $242K - $267K
2.11K $244K
CRWD
Crowd Strike Holdings, Inc.

Technology
707
New
$275.15 - $388.2 $195K - $274K
707 $241K
DG
Dollar General Corp

Consumer Defensive
3.18K
New
$73.27 - $84.47 $233K - $269K
3.18K $241K
FCTR
First Tr Exchange Traded Fd

ETFs
7.19K
New
$30.91 - $35.25 $222K - $254K
7.19K $236K
VV
Vanguard Large Cap ETF

ETFs
872
New
$260.27 - $280.65 $227K - $245K
872 $235K
VKTX
Viking Therapeutics, Inc.

Healthcare
5.81K
New
$38.28 - $78.03 $222K - $454K
5.81K $233K
JPIB
Jpmorgan International Bond Op

ETFs
4.88K
New
$47.26 - $48.47 $231K - $237K
4.88K $230K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
4.93K
New
$42.05 - $48.31 $207K - $238K
4.93K $227K
INTU
Intuit Inc

Technology
359
New
$602.01 - $706.25 $216K - $254K
359 $225K
AIQ
Global X Funds Global X Artifi

ETFs
5.79K
New
$36.57 - $40.57 $212K - $235K
5.79K $223K
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.41K
New
$50.35 - $50.69 $222K - $223K
4.41K $222K
KMB
Kimberly Clark Corp

Consumer Defensive
1.63K
New
$130.37 - $146.09 $213K - $239K
1.63K $213K
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
6.86K
New
$29.48 - $31.5 $202K - $216K
6.86K $207K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.48K
New
$79.95 - $89.42 $199K - $222K
2.48K $207K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.05K
New
$172.07 - $207.36 $180K - $217K
1.05K $206K
BKNG
Booking Holdings Inc.

Consumer Cyclical
41
New
$4100.99 - $5300.34 $168K - $217K
41 $203K
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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