United Advisor Group, LLC Incresed Positions in Q3 2025

United Advisor Group, LLC

  • $689 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IWO
Ishares Russell 2000 Gwt ETF

ETFs
26
+ 3.14%
$284.45 - $324.95 $7.4K - $8.45K
855 $273K
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.19%
$237.58 - $259.17 $950 - $1.04K
2.06K $523K
CHE
Chemed Corp

Healthcare
156
+ 17.14%
$412.3 - $483.92 $64.3K - $75.5K
1.07K $477K
JNK
Spdr Bloomberg High Yield Bond

ETFs
277
+ 5.44%
$96.22 - $98.19 $26.7K - $27.2K
5.37K $526K
TROW
Price T Rowe Group Inc

Financial Services
155
+ 7.16%
$98.67 - $111.52 $15.3K - $17.3K
2.32K $238K
HWM
Howmet Aerospace Inc.

Industrials
41
+ 2.04%
$171.0 - $196.23 $7.01K - $8.05K
2.05K $402K
CGUS
Capital Group Core Equity ETF
17
+ 0.16%
$36.89 - $39.72 $627 - $675
10.7K $424K
MMM
3 M CO

Industrials
67
+ 1.11%
$144.41 - $160.2 $9.68K - $10.7K
6.11K $947K
MGV
Vanguard Mega Cap Value

ETFs
121
+ 7.58%
$129.46 - $137.85 $15.7K - $16.7K
1.72K $236K
CPRT
Copart Inc

Consumer Cyclical
1.5K
+ 14.46%
$44.6 - $49.97 $66.9K - $75K
11.9K $534K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
33
+ 0.87%
$94.17 - $99.95 $3.11K - $3.3K
3.83K $382K
EPD
Enterprise Products Partners L.P.

Energy
177
+ 0.27%
$30.74 - $32.14 $5.44K - $5.69K
65K $2.03M
XLP
Consumer Staples Sector Spdr

ETFs
262
+ 6.58%
N/A
4.24K $322K
XLI
Industrial Sector Spdr

ETFs
18
+ 0.84%
$147.94 - $154.99 $2.66K - $2.79K
2.16K $332K
HYD
Vaneck High Yield Muni ETF

ETFs
204
+ 2.4%
$48.85 - $50.94 $9.97K - $10.4K
8.71K $443K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
80
+ 1.61%
$116.29 - $120.92 $9.3K - $9.67K
5.04K $603K
NFLX
Netflix Inc

Communication Services
124
+ 13.11%
$1147.87 - $1297.18 $142K - $161K
1.07K $1.28M
USRT
Ishares Core U.S. Reit ETF

ETFs
85
+ 1.91%
$55.64 - $59.37 $4.73K - $5.05K
4.54K $266K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
161
+ 0.61%
$50.81 - $51.07 $8.18K - $8.22K
26.6K $1.36M
EMR
Emerson Electric CO

Industrials
105
+ 4.08%
$128.6 - $149.63 $13.5K - $15.7K
2.68K $351K
BOND
Pimco Active Bond Exchange Tra

ETFs
57
+ 1.51%
$90.83 - $93.81 $5.18K - $5.35K
3.83K $357K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
77
+ 1.09%
$45.72 - $47.27 $3.52K - $3.64K
7.14K $335K
CEG
Constellation Energy Corp

Utilities
7
+ 0.87%
$298.82 - $354.89 $2.09K - $2.48K
808 $265K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
184
+ 0.95%
$24.11 - $24.94 $4.44K - $4.59K
19.6K $487K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
57
+ 2.49%
$100.16 - $100.7 $5.71K - $5.74K
2.35K $236K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24
+ 0.37%
$78.11 - $79.07 $1.87K - $1.9K
6.55K $517K
DNL
Wiswisdomtree Tr

ETFs
7
+ 0.06%
$38.31 - $41.06 $268 - $287
11.8K $477K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 0.36%
$76.16 - $78.59 $762 - $786
2.76K $215K
APO
Apollo Global Management, Inc.

Financial Services
128
+ 7.39%
$131.55 - $156.05 $16.8K - $20K
1.86K $248K
KR
Kroger CO

Consumer Defensive
219
+ 7.22%
$64.52 - $74.35 $14.1K - $16.3K
3.25K $219K
Capital Group Core Balanced
6.27K
+ 21.84%
N/A
35K $0
Blackrock ETF Trust
9.83K
+ 164.99%
N/A
15.8K $0
Tidal Trust Ii
3.91K
+ 18.85%
N/A
24.7K $0
Capital Grp Fixed Incm ETF T
5.69K
+ 6.63%
N/A
91.6K $0
CGMU
Capital Group Core Plus Income
1.44K
+ 19.18%
N/A
8.95K $0
Blackrock Inc
39
+ 9.75%
N/A
439 $0
Blackrock ETF Trust
5.89K
+ 9.35%
N/A
68.8K $0
Blackrock ETF Trust
3K
+ 29.66%
N/A
13.1K $0
Ea Series Trust
1.82K
+ 20.9%
N/A
10.5K $0
Wisdomtree Tr
1.44K
+ 14.7%
N/A
11.2K $0
Oaktree Specialty Lending CO
29.7K
+ 12.97%
N/A
259K $0
T Rowe Price ETF Inc
27.6K
+ 127.54%
N/A
49.2K $0
T Rowe Price ETF Inc
19K
+ 212.61%
N/A
27.9K $0
T Rowe Price ETF Inc
1.87K
+ 8.62%
N/A
23.6K $0
Managed Portfolio Series
44.1K
+ 23.79%
N/A
230K $0
Kodiak Gas Svcs Inc
2.92K
+ 23.14%
N/A
15.5K $0
STRV
Ea Ser Tr Strive 500 ETF
33.9K
+ 10.54%
N/A
355K $0
Ishares Bitcoin Trust ETF
17.1K
+ 130.54%
N/A
30.2K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
33K
+ 169.72%
N/A
52.4K $0
Activity Summary
Buys All Purchases 357 New Holdings 87 Increased Positions 270 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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