United Advisor Group, LLC Reduced Holdings in Q1 2025

United Advisor Group, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-12.5K
- 21.1%
$190.26 - $242.06 $2.38M - $3.03M
46.9K $8.92M
GOOGL
Alphabet Inc.

Communication Services
-17.9K
- 52.93%
$154.33 - $206.19 $2.76M - $3.69M
15.9K $2.46M
NVDA
Nvidia Corp

Technology
-3.78K
- 3.11%
$106.98 - $149.43 $404K - $564K
118K $12.8M
AAPL
Apple Inc.

Technology
-3.54K
- 5.13%
$209.68 - $247.1 $742K - $874K
65.4K $14.5M
MSFT
Microsoft Corp

Technology
-2.9K
- 11.17%
$375.39 - $447.2 $1.09M - $1.3M
23.1K $8.66M
META
Meta Platforms, Inc.

Communication Services
-3.72K
- 40.27%
$576.36 - $736.67 $2.14M - $2.74M
5.52K $3.18M
AMD
Advanced Micro Devices Inc

Technology
-12.2K
- 78.31%
$96.63 - $129.55 $1.18M - $1.59M
3.39K $348K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-12K
- 58.16%
$85.29 - $92.57 $1.02M - $1.11M
8.61K $783K
PFE
Pfizer Inc

Healthcare
-29.3K
- 70.53%
$25.01 - $27.13 $733K - $796K
12.3K $310K
AVGO
Broadcom Inc.

Technology
-2.2K
- 35.66%
$167.43 - $244.7 $369K - $539K
3.97K $664K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.13K
- 63.06%
$65.15 - $91.81 $399K - $563K
3.59K $234K
VUG
Vanguard Growth ETF

ETFs
-604
- 8.64%
$369.1 - $427.61 $223K - $258K
6.39K $2.37M
WMT
Walmart Inc.

Consumer Defensive
-4.65K
- 14.01%
$84.5 - $105.05 $393K - $488K
28.5K $2.5M
BMY
Bristol Myers Squibb CO

Healthcare
-7.29K
- 35.73%
$53.9 - $63.11 $393K - $460K
13.1K $799K
HWM
Howmet Aerospace Inc.

Industrials
-3.6K
- 63.96%
$110.79 - $139.39 $399K - $502K
2.03K $263K
HD
Home Depot, Inc.

Consumer Cyclical
-761
- 24.7%
$347.25 - $424.87 $264K - $323K
2.32K $850K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-14.2K
- 28.93%
$24.5 - $24.95 $348K - $354K
34.9K $863K
CRM
Salesforce, Inc.

Technology
-819
- 42.86%
$268.36 - $359.95 $220K - $295K
1.09K $293K
JPM
Jpmorgan Chase & CO

Financial Services
-1.79K
- 9.64%
$225.19 - $279.95 $403K - $501K
16.8K $4.11M
VTI
Vanguard Total Stock Market Et

ETFs
-950
- 20.09%
$271.18 - $303.12 $258K - $288K
3.78K $1.04M
CSCO
Cisco Systems, Inc.

Technology
-5.73K
- 52.65%
$58.74 - $64.87 $336K - $372K
5.15K $317K
MRK
Merck & Co., Inc.

Healthcare
-2.33K
- 22.41%
$83.01 - $101.02 $194K - $236K
8.08K $725K
KMI
Kinder Morgan, Inc.

Energy
-12K
- 36.14%
$26.1 - $31.22 $314K - $375K
21.2K $605K
MDT
Medtronic PLC

Healthcare
-4.08K
- 57.2%
$79.84 - $94.5 $326K - $386K
3.05K $274K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.93K
- 17.27%
$24.91 - $29.02 $173K - $201K
33.2K $832K
BARK
Bark, Inc.

Consumer Cyclical
-142K
- 92.19%
$1.34 - $2.26 $190K - $320K
12K $16K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-4.17K
- 23.72%
$45.72 - $51.73 $191K - $216K
13.4K $616K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-5.56K
- 4.67%
$50.39 - $50.66 $280K - $282K
113K $5.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-236
- 5.81%
$554.06 - $615.85 $131K - $145K
3.83K $2.15M
BK
Bank Of New York Mellon Corp

Financial Services
-3.33K
- 39.93%
$75.42 - $88.95 $251K - $296K
5K $419K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-288
- 1.35%
$47.25 - $67.02 $13.6K - $19.3K
21.1K $1M
ARCC
Ares Capital Corp

Financial Services
-9.88K
- 9.66%
$21.28 - $23.81 $210K - $235K
92.4K $2.05M
LMT
Lockheed Martin Corp

Industrials
-281
- 18.77%
$423.19 - $506.29 $119K - $142K
1.22K $543K
ABBV
Abb Vie Inc.

Healthcare
-1.55K
- 34.75%
$169.2 - $216.66 $263K - $337K
2.92K $611K
HON
Honeywell International Inc

Industrials
-692
- 30.52%
$202.75 - $226.52 $140K - $157K
1.58K $333K
DIS
Walt Disney CO

Communication Services
-1.18K
- 24.44%
$96.87 - $114.0 $114K - $134K
3.63K $358K
CVX
Chevron Corp

Energy
-2.03K
- 27.12%
$146.71 - $167.97 $298K - $341K
5.46K $913K
ADBE
Adobe Inc.

Technology
-118
- 6.21%
$377.84 - $464.11 $44.6K - $54.8K
1.78K $683K
D
Dominion Energy, Inc

Utilities
-3.14K
- 35.69%
$52.85 - $57.43 $166K - $180K
5.66K $317K
GOOG
Alphabet Inc.

Communication Services
-42
- 0.99%
$156.06 - $207.71 $6.55K - $8.72K
4.2K $655K
CAT
Caterpillar Inc

Industrials
-340
- 28.89%
$326.75 - $407.63 $111K - $139K
837 $276K
IBM
International Business Machines Corp

Technology
-1.25K
- 21.99%
$217.4 - $264.74 $271K - $330K
4.42K $1.1M
MBB
Ishares Tr

ETFs
-1.63K
- 43.1%
$90.37 - $94.08 $148K - $154K
2.16K $202K
BX
Blackstone Inc.

Financial Services
-13
- 0.3%
$136.53 - $186.74 $1.77K - $2.43K
4.27K $596K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-5K
- 15.43%
$16.57 - $18.85 $82.9K - $94.3K
27.4K $455K
GS
Goldman Sachs Group Inc

Financial Services
-177
- 12.37%
$524.81 - $672.19 $92.9K - $119K
1.25K $685K
WM
Waste Management Inc

Industrials
-808
- 44.49%
$200.54 - $233.78 $162K - $189K
1.01K $233K
AMAT
Applied Materials Inc

Technology
-593
- 23.78%
$145.06 - $195.51 $86K - $116K
1.9K $275K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.04K
- 29.74%
$126.11 - $135.06 $132K - $141K
2.47K $318K
Activity Summary
Buys All Purchases 216 New Holdings 32 Increased Positions 184 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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