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
IEUR
Ishares Tr Ishares Core Msci E

ETFs
3.52K
New
$64.17 - $68.19 $226K - $240K
3.52K $239K
WFC
Wells Fargo & Company

Financial Services
2.83K
New
$77.05 - $85.16 $218K - $241K
2.83K $237K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.05K
+ 18.42%
$52.55 - $54.37 $213K - $220K
26K $1.41M
SCHG
Schwab Strategic Tr Us Large C

ETFs
106
+ 0.12%
$28.92 - $32.19 $3.07K - $3.41K
85.4K $2.72M
GLD
Spdr Gold Trust

ETFs
95
+ 2.41%
$300.96 - $355.47 $28.6K - $33.8K
4.04K $1.44M
SPGI
S&P Global Inc.

Financial Services
472
New
$484.94 - $564.15 $229K - $266K
472 $229K
AFL
Aflac Inc

Financial Services
2.05K
New
$98.09 - $111.7 $201K - $229K
2.05K $229K
FMC
Fmc Corp

Basic Materials
6.78K
New
$33.15 - $44.45 $225K - $301K
6.78K $227K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
555
+ 1.18%
$81.61 - $86.58 $45.3K - $48.1K
47.6K $4.06M
DE
Deere & CO

Industrials
493
New
$457.26 - $524.37 $225K - $259K
493 $225K
IDV
Ishares Tr

ETFs
6.04K
New
$34.54 - $37.28 $208K - $225K
6.04K $220K
PH
Parker Hannifin Corp

Industrials
291
New
$697.13 - $769.67 $203K - $224K
291 $220K
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.16K
+ 11.28%
$89.29 - $100.17 $103K - $116K
11.4K $1.14M
BNDX
Vanguard Total International B

ETFs
4.43K
+ 11.38%
$49.0 - $49.51 $217K - $219K
43.4K $2.14M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.28K
New
$50.52 - $50.75 $216K - $217K
4.28K $217K
VOE
Vanguard Mid Cap Value Index F

ETFs
1.03K
+ 31.64%
$164.63 - $174.58 $170K - $180K
4.3K $750K
UNP
Union Pacific Corp

Industrials
906
New
$214.91 - $237.16 $195K - $215K
906 $214K
D
Dominion Energy, Inc

Utilities
3.02K
+ 50.27%
$56.32 - $62.1 $170K - $188K
9.03K $552K
MPC
Marathon Petroleum Corp

Energy
24
+ 0.31%
$158.59 - $198.69 $3.81K - $4.77K
7.85K $1.51M
ETG
Eaton Vance Tax Advantaged Global Dividend Income Fund

Financial Services
10K
New
$20.24 - $21.27 $203K - $214K
10K $212K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.88K
New
$42.75 - $43.37 $209K - $212K
4.88K $211K
VDE
Vanguard Energy ETF

ETFs
1.46K
+ 37.76%
$118.37 - $129.65 $172K - $189K
5.31K $668K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
1.38K
New
$142.94 - $152.69 $197K - $211K
1.38K $208K
PINS
Pinterest, Inc.

Communication Services
6.44K
New
$32.17 - $39.17 $207K - $252K
6.44K $207K
GD
General Dynamics Corp

Industrials
605
New
$293.92 - $341.0 $178K - $206K
605 $206K
CAPE
Barclays Bank PLC

ETFs
6.2K
New
$31.31 - $32.86 $194K - $204K
6.2K $201K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.83K
New
$67.48 - $71.55 $191K - $202K
2.83K $200K
IEMG
Ishares Inc

ETFs
3.7K
+ 6.03%
N/A
65K $3.49M
IEFA
Ishares Tr

ETFs
1.33K
+ 6.24%
$81.7 - $87.53 $108K - $116K
22.6K $1.97M
DDLS
Wisdomtree Tr Dynamic Currency

ETFs
3.43K
+ 16.33%
$39.51 - $42.64 $135K - $146K
24.4K $1.02M
NOC
Northrop Grumman Corp

Industrials
118
+ 10.5%
$498.9 - $609.32 $58.9K - $71.9K
1.24K $756K
XCEM
Columbia ETF Tr Ii

ETFs
2K
+ 3.6%
$33.85 - $36.86 $67.6K - $73.6K
57.5K $2.09M
LOW
Lowes Companies Inc

Consumer Cyclical
404
+ 13.68%
$215.01 - $273.02 $86.9K - $110K
3.36K $843K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
12.6K
New
$14.8 - $15.15 $186K - $190K
12.6K $188K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
605
+ 30.16%
$236.25 - $257.69 $143K - $156K
2.61K $669K
FANG
Diamondback Energy, Inc.

Energy
1.07K
+ 21.13%
$134.53 - $152.5 $144K - $163K
6.13K $876K
T
At&T Inc.

Communication Services
7.33K
+ 19.62%
$26.94 - $29.62 $197K - $217K
44.7K $1.26M
CRM
Salesforce, Inc.

Technology
958
+ 66.16%
$231.66 - $273.65 $222K - $262K
2.41K $570K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.5K
+ 6.88%
$26.38 - $27.95 $119K - $126K
69.9K $1.91M
LMT
Lockheed Martin Corp

Industrials
254
+ 19.2%
$410.74 - $499.21 $104K - $127K
1.58K $787K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.41K
+ 14.21%
$45.26 - $46.63 $155K - $159K
27.4K $1.27M
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
1.92K
+ 7.79%
$48.07 - $51.26 $92.4K - $98.6K
26.6K $1.36M
AMGN
Amgen Inc

Healthcare
578
+ 57.23%
$271.18 - $309.22 $157K - $179K
1.59K $448K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
251
+ 14.63%
$224.68 - $282.71 $56.4K - $71K
1.97K $549K
ASML
Asml Holding Nv

Technology
17
+ 2.0%
$689.63 - $968.09 $11.7K - $16.5K
867 $839K
TBUX
T Rowe Price Exchange Traded F

ETFs
3.11K
+ 21.24%
$49.7 - $49.98 $154K - $155K
17.7K $884K
AINV
Apollo Investment Corp

Financial Services
14K
+ 5.44%
N/A
271K $3.01M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
15.6K
+ 4.63%
$13.99 - $14.88 $218K - $232K
352K $4.93M
BA
Boeing CO

Industrials
649
+ 45.9%
$209.79 - $237.38 $136K - $154K
2.06K $445K
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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