United Advisor Group, LLC Purchases in Q4 2025

United Advisor Group, LLC

  • $733 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
9.83K
+ 123.15%
$278.39 - $304.13 $2.74M - $2.99M
17.8K $5.13M
OPEN
Opendoor Technologies Inc.

Real Estate
325K
New
$6.56 - $9.37 $2.13M - $3.05M
325K $2.64M
NOW
Service Now, Inc.

Technology
2.47K
+ 656.91%
$835.79 - $946.29 $2.06M - $2.34M
2.85K $2.38M
SYLD
Cambria Shareholder Yld ETF

ETFs
28.7K
+ 88.19%
$65.95 - $69.74 $1.89M - $2M
61.3K $4.14M
IWP
Ishares Russell Mid Cap Growth

ETFs
12K
New
$136.84 - $145.3 $1.64M - $1.74M
12K $1.64M
QLD
Proshares Ultra Qqq

ETFs
11.6K
New
$131.81 - $152.77 $1.52M - $1.77M
11.6K $1.61M
IVW
Ishares S&P 500 Growth ETF

ETFs
12.7K
+ 246.16%
$118.29 - $126.28 $1.5M - $1.6M
17.9K $2.16M
IEF
Ishares Barclays

ETFs
15.4K
New
$96.12 - $97.72 $1.48M - $1.5M
15.4K $1.48M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
50.1K
+ 71.69%
$26.44 - $27.53 $1.33M - $1.38M
120K $3.27M
CWS
Advisorshares Tr Advisorshares

ETFs
20K
New
$67.03 - $69.86 $1.34M - $1.4M
20K $1.35M
IWM
Ishares Russell 2000 ETF

ETFs
5.35K
+ 276.34%
$236.79 - $250.33 $1.27M - $1.34M
7.29K $1.73M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.34K
New
$459.47 - $491.71 $1.07M - $1.15M
2.34K $1.1M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
11.9K
+ 100.63%
$88.14 - $92.61 $1.05M - $1.1M
23.7K $2.14M
VEA
Vanguard Ftse Developed Market

ETFs
14.3K
+ 16.31%
$59.18 - $62.09 $844K - $885K
102K $6.23M
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
6.96K
New
$128.96 - $165.33 $898K - $1.15M
6.96K $897K
RDVY
First Trust Rising Dividend Ac

ETFs
14.2K
+ 9.18%
$65.02 - $68.31 $920K - $967K
168K $11.3M
UPS
United Parcel Service Inc

Industrials
1.85K
+ 2.75%
$82.87 - $97.4 $153K - $180K
69.1K $6.51M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.86K
+ 24.15%
$74.09 - $75.1 $731K - $740K
50.7K $3.76M
PFE
Pfizer Inc

Healthcare
29.5K
+ 49.28%
$24.23 - $27.37 $715K - $807K
89.4K $2.24M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
12.2K
+ 12.89%
$36.08 - $39.41 $439K - $480K
107K $4.19M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
8.47K
+ 11.46%
$43.89 - $49.2 $372K - $417K
82.4K $3.92M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
17.4K
+ 28.85%
$36.47 - $38.19 $635K - $665K
77.8K $2.92M
XLE
Energy Sector Spdr

ETFs
6.75K
New
$85.22 - $92.02 $575K - $621K
6.75K $621K
LLY
Eli Lilly & CO

Healthcare
294
+ 24.64%
$799.57 - $1025.28 $235K - $301K
1.49K $1.52M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
16.6K
+ 15.83%
$48.06 - $50.58 $798K - $840K
122K $5.84M
FYLD
Cambria Foreign Shareholder Yi

ETFs
14.6K
+ 9.42%
$30.34 - $32.09 $443K - $468K
170K $5.42M
IVV
Ishares Core S&P 500 ETF

ETFs
807
+ 12.95%
$656.2 - $690.71 $530K - $557K
7.04K $4.75M
AVGO
Broadcom Inc.

Technology
1.38K
+ 30.83%
$324.63 - $385.98 $448K - $533K
5.86K $2.01M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
11.1K
+ 19.6%
$43.6 - $45.68 $483K - $506K
67.5K $3.04M
JMEE
J P Morgan Exchange Traded Fd

ETFs
8.26K
+ 160.15%
$61.3 - $64.67 $506K - $534K
13.4K $841K
CGXU
Capital Group Intl Focus Equit

ETFs
14.5K
+ 10.56%
$29.32 - $31.03 $424K - $449K
151K $4.54M
SSO
Proshares Ultra S&P 500

ETFs
4.24K
New
$107.49 - $118.65 $456K - $503K
4.24K $479K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.5K
+ 4.14%
$87.0 - $90.6 $479K - $498K
138K $12.3M
ORCL
Oracle Corp

Technology
2.95K
+ 101.03%
$217.57 - $313.0 $642K - $924K
5.87K $1.29M
BNDX
Vanguard Total International B

ETFs
9.02K
+ 20.79%
$49.3 - $49.91 $445K - $450K
52.4K $2.59M
NEM
Newmont Corp

Basic Materials
4.8K
+ 52.5%
$78.63 - $98.27 $377K - $472K
13.9K $1.21M
LVS
Las Vegas Sands Corp

Consumer Cyclical
6.34K
New
$46.47 - $66.99 $295K - $425K
6.34K $414K
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
12.6K
+ 149.32%
$29.94 - $31.81 $376K - $400K
21K $658K
XLU
Utilities Sector Spdr

ETFs
4.44K
+ 121.84%
$87.89 - $92.9 $390K - $412K
8.08K $716K
HTRB
Hartford Fds Total Return Bd E

ETFs
11.2K
+ 9.95%
$34.29 - $34.81 $385K - $391K
124K $4.26M
KMB
Kimberly Clark Corp

Consumer Defensive
3.72K
New
$100.05 - $123.23 $373K - $459K
3.72K $387K
BMY
Bristol Myers Squibb CO

Healthcare
7.37K
+ 37.58%
$42.6 - $49.08 $314K - $362K
27K $1.26M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
7.9K
+ 41.49%
$50.48 - $52.12 $399K - $412K
26.9K $1.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14.2K
+ 13.39%
$28.9 - $30.17 $410K - $428K
120K $3.5M
KO
Coca Cola CO

Consumer Defensive
4.09K
+ 25.47%
$66.1 - $71.61 $270K - $293K
20.1K $1.42M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.94K
+ 3.36%
$85.3 - $88.17 $336K - $348K
121K $10.6M
GOOG
Alphabet Inc.

Communication Services
131
+ 1.74%
$237.49 - $291.74 $31.1K - $38.2K
7.67K $2.19M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.54K
+ 21.16%
$100.37 - $100.72 $355K - $356K
20.3K $2.04M
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.28K
New
$85.04 - $106.29 $279K - $348K
3.28K $343K
Activity Summary
Buys All Purchases 284 New Holdings 47 Increased Positions 237 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 17 Puts 0
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