United Advisor Group, LLC Purchases in Q1 2025

United Advisor Group, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
53.2K
+ 177.91%
$192.82 - $222.1 $10.3M - $11.8M
83.1K $16M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
54.6K
+ 795.13%
$29.3 - $31.18 $1.6M - $1.7M
61.4K $1.82M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.7K
+ 92.55%
$100.34 - $100.68 $1.28M - $1.28M
26.5K $2.67M
MPC
Marathon Petroleum Corp

Energy
7.52K
New
$134.72 - $159.03 $1.01M - $1.2M
7.52K $1.1M
HYG
Ishares Tr

ETFs
11.3K
New
$78.51 - $80.11 $889K - $907K
11.3K $893K
PG
Procter & Gamble CO

Consumer Defensive
3.93K
+ 22.8%
$158.56 - $176.26 $622K - $692K
21.1K $3.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.1K
+ 7.02%
$78.0 - $84.37 $790K - $854K
154K $12.3M
PGR
Progressive Corp

Financial Services
1.3K
+ 21.95%
$235.61 - $291.22 $306K - $378K
7.22K $2.04M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
9.52K
New
$62.43 - $84.12 $594K - $800K
9.52K $620K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.69K
+ 5.51%
$76.77 - $82.22 $436K - $467K
109K $8.65M
XLF
Financial Sector Spdr

ETFs
11.4K
New
$47.32 - $52.19 $539K - $595K
11.4K $567K
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.39K
+ 10.91%
$45.56 - $47.23 $428K - $443K
95.5K $4.49M
RDVY
First Trust Rising Dividend Ac

ETFs
10.2K
+ 7.35%
$57.22 - $63.39 $586K - $649K
150K $8.75M
MGV
Vanguard Mega Cap Value

ETFs
3.66K
New
$123.61 - $133.01 $452K - $487K
3.66K $471K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
9.1K
+ 21.38%
$49.78 - $53.19 $453K - $484K
51.7K $2.64M
JNK
Spdr Bloomberg High Yield Bond

ETFs
4.8K
New
$94.86 - $97.12 $455K - $466K
4.8K $457K
FYLD
Cambria Foreign Shareholder Yi

ETFs
8.45K
+ 6.48%
$24.97 - $27.67 $211K - $234K
139K $3.74M
DFAI
Dimensional ETF Tr

ETFs
4.23K
+ 2.73%
$28.88 - $32.4 $122K - $137K
159K $4.97M
AWK
American Water Works Company, Inc.

Utilities
2.98K
New
$121.01 - $149.31 $361K - $446K
2.98K $440K
GILD
Gilead Sciences, Inc.

Healthcare
3.89K
New
$89.14 - $117.41 $347K - $457K
3.89K $436K
TDVG
T Rowe Price Exchange Traded F

Technology
6.96K
+ 3.71%
$39.23 - $42.13 $273K - $293K
195K $7.87M
VTV
Vanguard Value ETF

ETFs
1.93K
+ 10.27%
$167.73 - $179.21 $323K - $346K
20.7K $3.58M
ASML
Asml Holding Nv

Technology
594
New
$662.63 - $776.99 $394K - $462K
594 $393K
VIG
Vanguard Dividend Appreciation

ETFs
2.14K
New
N/A
2.14K $389K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.8K
+ 18.3%
$78.97 - $85.82 $300K - $326K
24.6K $2.04M
GLD
Spdr Gold Trust

ETFs
1.29K
New
$243.19 - $288.14 $313K - $371K
1.29K $371K
WYNN
Wynn Resorts LTD

Consumer Cyclical
4.39K
New
$77.0 - $93.47 $338K - $411K
4.39K $366K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 12.64%
$507.05 - $563.67 $578K - $642K
10.2K $5.22M
QRVO
Qorvo, Inc.

Technology
4.85K
New
$69.12 - $90.57 $335K - $440K
4.85K $351K
CINF
Cincinnati Financial Corp

Financial Services
2.23K
+ 47.88%
$133.67 - $147.81 $299K - $330K
6.9K $1.02M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.93K
+ 16.93%
$74.34 - $81.0 $366K - $399K
34K $2.59M
MPWR
Monolithic Power Systems Inc

Technology
571
New
$565.7 - $720.25 $323K - $411K
571 $331K
LYV
Live Nation Entertainment, Inc.

Communication Services
2.24K
New
$115.79 - $154.66 $259K - $346K
2.24K $291K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.87K
New
$61.92 - $76.95 $239K - $297K
3.87K $290K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
3.09K
New
$91.76 - $103.26 $284K - $319K
3.09K $285K
ACIO
ETF Ser Solutions Aptus Collar

ETFs
18.2K
+ 6.71%
$38.36 - $41.43 $697K - $753K
289K $11.2M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.59K
New
$33.84 - $37.77 $257K - $287K
7.59K $276K
VZ
Verizon Communications Inc

Communication Services
269
+ 0.55%
$37.81 - $46.49 $10.2K - $12.5K
49.2K $2.23M
XTL
Spdr Ser Tr S & P Telecom ETF

ETFs
2.71K
New
$99.49 - $112.88 $269K - $306K
2.71K $270K
HTRB
Hartford Fds Total Return Bd E

ETFs
7.54K
+ 55.24%
$33.03 - $34.09 $249K - $257K
21.2K $717K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.11K
New
$58.04 - $65.84 $238K - $270K
4.11K $261K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.15K
+ 19.77%
$39.61 - $42.65 $244K - $262K
37.3K $1.52M
DRSK
ETF Ser Solutions Aptus Define

ETFs
10.1K
+ 4.64%
$27.06 - $28.25 $274K - $286K
228K $6.23M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.41K
New
$24.73 - $25.62 $233K - $241K
9.41K $240K
CVNA
Carvana Co.

Consumer Cyclical
1.12K
New
$166.52 - $285.33 $186K - $318K
1.12K $233K
STWD
Starwood Property Trust, Inc.

Real Estate
5.62K
+ 3.9%
$18.41 - $20.53 $103K - $115K
150K $2.96M
TOTR
T Rowe Price Exchange Traded F

ETFs
5.16K
+ 18.3%
$39.62 - $40.92 $205K - $211K
33.4K $1.36M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
12K
+ 13.26%
$23.88 - $25.48 $285K - $305K
102K $2.48M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.59K
+ 20.85%
$44.41 - $45.98 $204K - $211K
26.6K $1.22M
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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