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
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
3.24K
+ 20.44%
$36.73 - $38.68 $119K - $125K
19.1K $738K
PLUG
Plug Power Inc

Industrials
64.2K
New
$1.37 - $2.65 $87.9K - $170K
64.2K $149K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.47K
+ 30.78%
$42.67 - $46.91 $105K - $116K
10.5K $491K
WPM
Wheaton Precious Metals Corp.

Basic Materials
401
+ 8.9%
$86.72 - $111.84 $34.8K - $44.8K
4.91K $549K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
503
+ 8.93%
$138.08 - $151.2 $69.5K - $76.1K
6.14K $926K
IWM
Ishares Russell 2000 ETF

ETFs
414
+ 27.2%
$214.92 - $244.84 $89K - $101K
1.94K $468K
CGDV
Capital Group Divid Value ETF

ETFs
2.78K
+ 30.96%
$39.59 - $42.21 $110K - $117K
11.8K $494K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.27K
+ 45.02%
$30.13 - $33.37 $98.4K - $109K
10.5K $351K
PM
Philip Morris International Inc.

Consumer Defensive
2.1K
+ 20.11%
$157.77 - $183.27 $331K - $385K
12.5K $2.03M
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.94K
+ 1.7%
$17.81 - $18.39 $52.3K - $54K
176K $3.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.74K
+ 4.47%
$48.5 - $50.19 $84.2K - $87.1K
40.6K $2.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
406
+ 2.41%
$72.65 - $78.68 $29.5K - $31.9K
17.3K $1.35M
CLF
Cleveland Cliffs Inc.

Basic Materials
10.3K
New
$8.12 - $12.84 $83.9K - $133K
10.3K $126K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.06K
+ 7.15%
$26.44 - $27.1 $107K - $110K
60.8K $1.64M
ARCC
Ares Capital Corp

Financial Services
13.2K
+ 14.26%
$20.41 - $23.25 $269K - $306K
105K $2.15M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.39K
+ 31.88%
$50.19 - $50.91 $120K - $122K
9.88K $500K
NEE
Nextera Energy Inc

Utilities
1.3K
+ 30.98%
$69.77 - $77.54 $90.4K - $100K
5.48K $413K
IDEV
Ishares Core Msci Intl Develop

ETFs
357
+ 1.61%
$74.68 - $80.26 $26.7K - $28.7K
22.5K $1.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
136
+ 4.93%
$459.11 - $506.91 $62.4K - $68.9K
2.89K $1.45M
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 49.02%
$5364.25 - $5815.92 $134K - $145K
76 $410K
XLC
Select Sector Spdr Tr Communic

ETFs
626
+ 15.43%
$105.99 - $119.41 $66.3K - $74.8K
4.68K $554K
TXN
Texas Instruments Inc

Technology
569
+ 37.86%
N/A
2.07K $403K
WM
Waste Management Inc

Industrials
537
+ 50.0%
$213.88 - $237.1 $115K - $127K
1.61K $355K
VIG
Vanguard Dividend Appreciation

ETFs
592
+ 27.75%
N/A
2.73K $496K
SCHO
Schwab Short Term Us Treasury

ETFs
4.29K
+ 8.31%
$24.23 - $24.42 $104K - $105K
55.9K $1.37M
VO
Vanguard Mid Cap ETF

ETFs
317
+ 33.54%
$279.83 - $293.74 $88.7K - $93.1K
1.26K $370K
PEP
Pepsico Inc

Consumer Defensive
515
+ 14.07%
$133.81 - $152.16 $68.9K - $78.4K
4.17K $586K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
178
+ 3.76%
$89.32 - $107.82 $15.9K - $19.2K
4.91K $529K
PHYL
Pgim ETF Tr

ETFs
2.67K
+ 12.62%
$35.14 - $35.8 $93.8K - $95.5K
23.8K $851K
VGT
Vanguard Information Technolog

ETFs
5
+ 0.43%
$656.44 - $753.15 $3.28K - $3.77K
1.17K $872K
XLY
Select Sector Spdr Consumer Di

ETFs
298
+ 22.47%
$216.09 - $242.18 $64.4K - $72.2K
1.62K $389K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.24K
+ 2.84%
$27.61 - $29.15 $34.3K - $36.2K
45K $1.31M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.82K
+ 1.58%
$50.47 - $50.74 $92K - $92.4K
117K $5.93M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
1.69K
+ 16.88%
$50.73 - $52.47 $85.9K - $88.8K
11.7K $612K
SPG
Simon Property Group Inc

Real Estate
37
+ 1.17%
$159.93 - $187.67 $5.92K - $6.94K
3.21K $601K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
36
+ 1.83%
$393.18 - $439.39 $14.2K - $15.8K
2K $870K
STWD
Starwood Property Trust, Inc.

Real Estate
10.2K
+ 6.62%
$19.37 - $20.97 $197K - $213K
164K $3.17M
XLV
Select Sector Spdr Fund Health

ETFs
543
+ 18.69%
$129.01 - $139.72 $70.1K - $75.9K
3.45K $479K
BX
Blackstone Inc.

Financial Services
31
+ 0.82%
$152.77 - $188.68 $4.74K - $5.85K
3.83K $653K
SUB
Ishares Short Term National Mu

ETFs
770
+ 8.07%
$106.17 - $107.3 $81.8K - $82.6K
10.3K $1.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
75
+ 0.89%
$110.74 - $122.12 $8.31K - $9.16K
8.54K $1.03M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
63
+ 0.13%
$63.98 - $69.04 $4.03K - $4.35K
48.5K $3.23M
IVW
Ishares S&P 500 Growth ETF

ETFs
214
+ 4.33%
$108.97 - $121.65 $23.3K - $26K
5.16K $622K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
715
+ 7.32%
$62.09 - $66.51 $44.4K - $47.6K
10.5K $684K
HYG
Ishares Tr

ETFs
865
+ 7.49%
$79.85 - $81.32 $69.1K - $70.3K
12.4K $1.01M
MBB
Ishares Tr

ETFs
714
+ 10.06%
$92.46 - $95.73 $66K - $68.4K
7.81K $743K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
930
+ 11.02%
$70.85 - $76.96 $65.9K - $71.6K
9.37K $712K
DUK
Duke Energy Corp

Utilities
499
+ 21.64%
$116.31 - $125.93 $58K - $62.8K
2.81K $347K
CINF
Cincinnati Financial Corp

Financial Services
64
+ 0.92%
$145.8 - $158.1 $9.33K - $10.1K
6.98K $1.1M
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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