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
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
57
+ 2.49%
$100.16 - $100.7 $5.71K - $5.74K
2.35K $236K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
24
+ 0.37%
$78.11 - $79.07 $1.87K - $1.9K
6.55K $517K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
10
+ 0.36%
$76.16 - $78.59 $762 - $786
2.76K $215K
DNL
Wiswisdomtree Tr

ETFs
7
+ 0.06%
$38.31 - $41.06 $268 - $287
11.8K $477K
APO
Apollo Global Management, Inc.

Financial Services
128
+ 7.39%
$131.55 - $156.05 $16.8K - $20K
1.86K $248K
KR
Kroger CO

Consumer Defensive
219
+ 7.22%
$64.52 - $74.35 $14.1K - $16.3K
3.25K $219K
STRV
Ea Ser Tr Strive 500 ETF
33.9K
+ 10.54%
N/A
355K $0
Tidal Trust Ii
3.91K
+ 18.85%
N/A
24.7K $0
Coreweave Inc
2.64K
New
N/A
2.64K $0
Bitmine Immersion Tecnologie
25K
New
N/A
25K $0
Hive Digital Technologies Lt
25.2K
New
N/A
25.2K $0
Blackrock Inc
39
+ 9.75%
N/A
439 $0
Linde PLC
643
New
N/A
643 $0
Capital Grp Fixed Incm ETF T
5.69K
+ 6.63%
N/A
91.6K $0
Capital Group Core Balanced
6.27K
+ 21.84%
N/A
35K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
12.4K
New
N/A
12.4K $0
Wisdomtree Tr
1.44K
+ 14.7%
N/A
11.2K $0
Blackrock ETF Trust Ii
3.99K
New
N/A
3.99K $0
Blackrock ETF Trust
5.89K
+ 9.35%
N/A
68.8K $0
Blackrock ETF Trust
9.83K
+ 164.99%
N/A
15.8K $0
Blackrock ETF Trust
3K
+ 29.66%
N/A
13.1K $0
Sei Exchange Traded Funds
6.66K
New
N/A
6.66K $0
T Rowe Price ETF Inc
27.6K
+ 127.54%
N/A
49.2K $0
Global X Fds
921
+ 12.47%
N/A
8.3K $0
Grayscale Ethereum Trust ETF
10.7K
New
N/A
10.7K $0
Ishares Bitcoin Trust ETF
17.1K
+ 130.54%
N/A
30.2K $0
Kodiak Gas Svcs Inc
2.92K
+ 23.14%
N/A
15.5K $0
Managed Portfolio Series
44.1K
+ 23.79%
N/A
230K $0
Viper Energy Inc
10.9K
New
N/A
10.9K $0
BUYW
Northern Lts Fd Tr Iv Main Buy
33K
+ 169.72%
N/A
52.4K $0
Arm Holdings PLC
2.98K
New
N/A
2.98K $0
Oaktree Specialty Lending CO
29.7K
+ 12.97%
N/A
259K $0
Ge Vernova Inc
6
+ 1.54%
N/A
395 $0
Gamesquare Hldgs Inc
10.6K
New
N/A
10.6K $0
Ea Series Trust
1.82K
+ 20.9%
N/A
10.5K $0
JUCY
ETF Ser Solutions Aptus Enhanc
1.66K
+ 1.28%
N/A
131K $0
T Rowe Price ETF Inc
1.87K
+ 8.62%
N/A
23.6K $0
T Rowe Price ETF Inc
19K
+ 212.61%
N/A
27.9K $0
Tao Synergies Inc
57.2K
New
N/A
57.2K $0
HDMV
First Tr ETF Iii Horizon Manag

ETFs
49
+ 0.6%
$34.21 - $36.13 $1.68K - $1.77K
8.18K $283K
ZTS
Zoetis Inc.

Healthcare
242
+ 6.11%
$141.13 - $159.19 $34.2K - $38.5K
4.2K $614K
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 2.26%
$412.46 - $514.1 $6.6K - $8.23K
724 $355K
SYK
Stryker Corp

Healthcare
30
+ 4.23%
$368.57 - $403.53 $11.1K - $12.1K
740 $273K
ET
Energy Transfer LP

Energy
300
+ 1.28%
$17.11 - $18.16 $5.13K - $5.45K
23.7K $407K
SBUX
Starbucks Corp

Consumer Cyclical
177
+ 3.59%
$81.9 - $96.86 $14.5K - $17.1K
5.11K $432K
ROP
Roper Technologies Inc

Industrials
117
+ 9.85%
$495.03 - $573.0 $57.9K - $67K
1.31K $650K
PGR
Progressive Corp

Financial Services
393
+ 6.39%
$238.61 - $264.3 $93.8K - $104K
6.54K $1.62M
CTAS
Cintas Corp

Industrials
52
+ 1.78%
$199.29 - $226.27 $10.4K - $11.8K
2.98K $611K
AMT
American Tower Corp

Real Estate
231
+ 5.44%
$192.32 - $232.35 $44.4K - $53.7K
4.48K $861K
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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