United Advisor Group, LLC Purchases in Q3 2025

United Advisor Group, LLC

  • $689 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGCP
Capital Group Core Plus Income

ETFs
16K
+ 51.12%
$22.27 - $22.95 $357K - $368K
47.4K $1.08M
INTC
Intel Corp

Technology
10.9K
New
$19.31 - $35.5 $210K - $386K
10.9K $364K
GE
General Electric CO

Industrials
863
+ 38.6%
$244.75 - $305.63 $211K - $264K
3.1K $932K
BAC
Bank Of America Corp

Financial Services
4.79K
+ 18.85%
$44.92 - $52.42 $215K - $251K
30.2K $1.56M
RGTI
Rigetti Computing, Inc.

Technology
11.7K
New
$11.33 - $32.1 $133K - $376K
11.7K $349K
NOW
Service Now, Inc.

Technology
376
New
$850.86 - $1044.69 $320K - $393K
376 $346K
JMEE
J P Morgan Exchange Traded Fd

ETFs
5.16K
New
$59.19 - $64.47 $305K - $332K
5.16K $327K
UL
Unilever PLC

Consumer Defensive
5.52K
New
$58.43 - $65.01 $322K - $359K
5.52K $326K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
16.1K
New
$15.38 - $20.2 $248K - $325K
16.1K $325K
GS
Goldman Sachs Group Inc

Financial Services
264
+ 20.85%
$696.56 - $806.32 $184K - $213K
1.53K $1.22M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.48K
+ 16.43%
$35.41 - $38.93 $194K - $213K
38.8K $1.51M
IBND
Spdr Bloomberg International C

ETFs
9.7K
New
$31.45 - $32.68 $305K - $317K
9.7K $313K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
24.6K
New
$12.77 - $14.42 $314K - $354K
24.6K $313K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.84K
+ 16.74%
$41.64 - $45.4 $201K - $220K
33.7K $1.53M
CLSK
Cleanspark, Inc.

Technology
21.2K
New
$9.08 - $14.87 $193K - $316K
21.2K $308K
MA
Mastercard Inc

Financial Services
524
+ 46.25%
$550.18 - $598.96 $288K - $314K
1.66K $942K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
7.42K
New
$40.49 - $40.7 $300K - $302K
7.42K $301K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
923
New
$275.84 - $326.36 $255K - $301K
923 $301K
UYG
Proshares Ultra Financials

ETFs
3.01K
New
$91.13 - $100.36 $274K - $302K
3.01K $298K
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.42K
+ 6.16%
$54.85 - $58.99 $188K - $202K
59K $3.37M
DGRO
Ishares Core Dividend Growth E

ETFs
4.3K
New
$64.12 - $68.08 $276K - $293K
4.3K $293K
INTU
Intuit Inc

Technology
428
New
$646.03 - $807.39 $277K - $346K
428 $292K
BITF
Bitfarms LTD

Financial Services
100K
New
$0.84 - $3.2 $84K - $320K
100K $285K
LLY
Eli Lilly & CO

Healthcare
387
+ 48.01%
$625.65 - $812.69 $242K - $315K
1.19K $910K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
8.27K
+ 2.4%
$12.22 - $12.91 $101K - $107K
353K $4.56M
CB
Chubb LTD

Financial Services
992
New
$265.99 - $289.59 $264K - $287K
992 $279K
TMUS
T Mobile Us, Inc.

Communication Services
1.17K
New
$226.02 - $259.01 $264K - $302K
1.17K $279K
TMO
Thermo Fisher Scientific Inc.

Healthcare
453
+ 63.89%
$404.94 - $499.99 $183K - $226K
1.16K $563K
BMY
Bristol Myers Squibb CO

Healthcare
6.48K
+ 49.3%
$43.31 - $48.98 $281K - $317K
19.6K $884K
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
5.89K
New
$44.4 - $46.72 $262K - $275K
5.89K $275K
QUAL
Ishares Msci Usa Quality Facto

ETFs
220
+ 1.14%
$182.33 - $194.5 $40.1K - $42.8K
19.5K $3.79M
LCG
Northern Lts Fd Tr Iv Sterling

ETFs
8.15K
New
$31.21 - $33.56 $254K - $274K
8.15K $267K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
5K
New
$50.93 - $53.85 $255K - $269K
5K $266K
IPKW
Invesco ETF Tr Ii Internationa

ETFs
5.02K
New
$48.35 - $53.13 $243K - $267K
5.02K $264K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.6K
New
$68.24 - $73.73 $246K - $266K
3.6K $264K
APD
Air Products & Chemicals, Inc.

Basic Materials
962
New
$265.78 - $299.3 $256K - $288K
962 $262K
IVE
Ishares S&P 500 Value ETF

ETFs
764
+ 8.15%
$194.44 - $206.51 $149K - $158K
10.1K $2.09M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
4.21K
New
$58.7 - $62.94 $247K - $265K
4.21K $262K
KO
Coca Cola CO

Consumer Defensive
4.69K
+ 41.28%
$65.67 - $71.67 $308K - $336K
16K $1.06M
EMMF
Wisdomtree Tr Emerging Mkts Mu

Industrials
8.42K
New
$28.49 - $30.88 $240K - $260K
8.42K $257K
ITA
Ishares Tr

ETFs
1.2K
New
$184.73 - $209.26 $221K - $251K
1.2K $250K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.36K
+ 29.05%
$25.21 - $25.99 $236K - $243K
41.6K $1.07M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
11.6K
New
$20.76 - $21.78 $241K - $253K
11.6K $250K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.64K
+ 47.56%
$21.69 - $23.34 $209K - $225K
29.9K $696K
FLEX
Flex Ltd.

Technology
4.24K
New
$48.49 - $59.33 $205K - $251K
4.24K $245K
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.54K
+ 22.8%
$25.67 - $27.21 $219K - $232K
46K $1.24M
KMI
Kinder Morgan, Inc.

Energy
9.45K
+ 44.26%
$26.23 - $28.5 $248K - $269K
30.8K $871K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.6K
+ 71.65%
$132.9 - $142.03 $213K - $227K
3.83K $540K
COF
Capital One Financial Corp

Financial Services
1.14K
New
$207.29 - $229.74 $237K - $262K
1.14K $242K
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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