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
EMB
Ishares Tr

ETFs
495
+ 4.71%
$91.52 - $95.59 $45.3K - $47.3K
11K $1.05M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
8.25K
+ 31.59%
$12.5 - $14.2 $103K - $117K
34.4K $429K
IFRA
Ishares Tr

ETFs
1.01K
+ 19.77%
$49.77 - $52.82 $50K - $53.1K
6.09K $321K
SAND
Sandstorm Gold LTD

Basic Materials
1K
+ 6.38%
$9.36 - $12.52 $9.36K - $12.5K
16.7K $208K
MUB
Ishares National Muni Bond ETF

ETFs
310
+ 2.26%
$103.24 - $106.68 $32K - $33.1K
14K $1.49M
QTEC
First Trust Nasdaq 100 Technol

ETFs
43
+ 1.45%
$208.95 - $229.72 $8.98K - $9.88K
3.02K $692K
UBER
Uber Technologies, Inc

Technology
364
+ 7.51%
$86.91 - $99.57 $31.6K - $36.2K
5.21K $510K
IAUM
I Shares Gold Trust Micro

ETFs
469
+ 6.54%
$32.6 - $38.5 $15.3K - $18.1K
7.64K $294K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
248
+ 2.11%
$49.41 - $54.08 $12.3K - $13.4K
12K $646K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
76
+ 19.74%
$534.91 - $598.71 $40.7K - $45.5K
461 $259K
COP
Conocophillips

Energy
467
+ 19.52%
$91.0 - $98.99 $42.5K - $46.2K
2.86K $270K
FUBO
Fubo Tv Inc.

Communication Services
13.1K
New
$3.31 - $4.56 $43.4K - $59.7K
13.1K $54K
ABT
Abbott Laboratories

Healthcare
445
+ 19.08%
$120.51 - $136.62 $53.6K - $60.8K
2.78K $371K
IWS
Ishares Russell Midcap Value E

ETFs
254
+ 10.9%
$132.83 - $140.61 $33.7K - $35.7K
2.59K $361K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
582
+ 24.67%
$91.44 - $91.77 $53.2K - $53.4K
2.94K $269K
XLF
Financial Sector Spdr

ETFs
719
+ 9.4%
$51.37 - $54.25 $36.9K - $39K
8.37K $450K
RWL
Invesco Exchange Traded Fd Tr

ETFs
171
+ 3.85%
$102.17 - $110.66 $17.5K - $18.9K
4.62K $510K
BR
Broadridge Financial Solutions, Inc.

Technology
249
+ 8.28%
$233.75 - $266.89 $58.2K - $66.5K
3.26K $775K
IEP
Icahn Enterprises L.P.

Industrials
3.78K
+ 12.65%
$8.14 - $9.68 $30.7K - $36.6K
33.6K $283K
MAIN
Main Street Capital Corp

Financial Services
125
+ 1.63%
$59.28 - $67.54 $7.41K - $8.44K
7.78K $494K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3K
+ 18.26%
$11.84 - $13.45 $35.5K - $40.4K
19.4K $245K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
371
+ 6.34%
$42.26 - $47.16 $15.7K - $17.5K
6.23K $288K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
487
+ 5.88%
$39.8 - $42.86 $19.4K - $20.9K
8.76K $374K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
26
+ 3.14%
$284.45 - $324.95 $7.4K - $8.45K
855 $273K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
261
+ 27.62%
$196.15 - $217.83 $51.2K - $56.9K
1.21K $243K
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
MMM
3 M CO

Industrials
67
+ 1.11%
$144.41 - $160.2 $9.68K - $10.7K
6.11K $947K
CGUS
Capital Group Core Equity ETF
17
+ 0.16%
$36.89 - $39.72 $627 - $675
10.7K $424K
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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
144
+ 24.24%
$366.54 - $479.53 $52.8K - $69.1K
738 $289K
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
ACWV
Ishares Msci Global Min Vol Fa

ETFs
80
+ 1.61%
$116.29 - $120.92 $9.3K - $9.67K
5.04K $603K
HYD
Vaneck High Yield Muni ETF

ETFs
204
+ 2.4%
$48.85 - $50.94 $9.97K - $10.4K
8.71K $443K
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
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email