United Advisor Group, LLC Incresed Positions in Q1 2025

United Advisor Group, LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
53.2K
+ 177.91%
$192.82 - $222.1 $10.3M - $11.8M
83.1K $16M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
54.6K
+ 795.13%
$29.3 - $31.18 $1.6M - $1.7M
61.4K $1.82M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
12.7K
+ 92.55%
$100.34 - $100.68 $1.28M - $1.28M
26.5K $2.67M
PG
Procter & Gamble CO

Consumer Defensive
3.93K
+ 22.8%
$158.56 - $176.26 $622K - $692K
21.1K $3.6M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
10.1K
+ 7.02%
$78.0 - $84.37 $790K - $854K
154K $12.3M
PGR
Progressive Corp

Financial Services
1.3K
+ 21.95%
$235.61 - $291.22 $306K - $378K
7.22K $2.04M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
5.69K
+ 5.51%
$76.77 - $82.22 $436K - $467K
109K $8.65M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.32K
+ 191.2%
$91.45 - $91.75 $578K - $580K
9.63K $883K
JCPB
J P Morgan Exchange Traded Fd

ETFs
9.39K
+ 10.91%
$45.56 - $47.23 $428K - $443K
95.5K $4.49M
RDVY
First Trust Rising Dividend Ac

ETFs
10.2K
+ 7.35%
$57.22 - $63.39 $586K - $649K
150K $8.75M
FYLD
Cambria Foreign Shareholder Yi

ETFs
8.45K
+ 6.48%
$24.97 - $27.67 $211K - $234K
139K $3.74M
DFAI
Dimensional ETF Tr

ETFs
4.23K
+ 2.73%
$28.88 - $32.4 $122K - $137K
159K $4.97M
TDVG
T Rowe Price Exchange Traded F

Technology
6.96K
+ 3.71%
$39.23 - $42.13 $273K - $293K
195K $7.87M
VTV
Vanguard Value ETF

ETFs
1.93K
+ 10.27%
$167.73 - $179.21 $323K - $346K
20.7K $3.58M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
3.8K
+ 18.3%
$78.97 - $85.82 $300K - $326K
24.6K $2.04M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.14K
+ 12.64%
$507.05 - $563.67 $578K - $642K
10.2K $5.22M
CINF
Cincinnati Financial Corp

Financial Services
2.23K
+ 47.88%
$133.67 - $147.81 $299K - $330K
6.9K $1.02M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
4.93K
+ 16.93%
$74.34 - $81.0 $366K - $399K
34K $2.59M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
18.2K
+ 6.71%
$38.36 - $41.43 $697K - $753K
289K $11.2M
VZ
Verizon Communications Inc

Communication Services
269
+ 0.55%
$37.81 - $46.49 $10.2K - $12.5K
49.2K $2.23M
HTRB
Hartford Fds Total Return Bd E

ETFs
7.54K
+ 55.24%
$33.03 - $34.09 $249K - $257K
21.2K $717K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
6.15K
+ 19.77%
$39.61 - $42.65 $244K - $262K
37.3K $1.52M
DRSK
ETF Ser Solutions Aptus Define

ETFs
10.1K
+ 4.64%
$27.06 - $28.25 $274K - $286K
228K $6.23M
STWD
Starwood Property Trust, Inc.

Real Estate
5.62K
+ 3.9%
$18.41 - $20.53 $103K - $115K
150K $2.96M
TOTR
T Rowe Price Exchange Traded F

ETFs
5.16K
+ 18.3%
$39.62 - $40.92 $205K - $211K
33.4K $1.36M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.59K
+ 20.85%
$44.41 - $45.98 $204K - $211K
26.6K $1.22M
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
12K
+ 13.26%
$23.88 - $25.48 $285K - $305K
102K $2.48M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
2.69K
+ 59.77%
$85.06 - $87.69 $229K - $236K
7.19K $612K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.05K
+ 91.21%
$44.7 - $49.05 $226K - $248K
10.6K $479K
T
At&T Inc.

Communication Services
846
+ 2.44%
$21.56 - $28.28 $18.2K - $23.9K
35.5K $1.01M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
73
+ 3.31%
$442.66 - $534.52 $32.3K - $39K
2.28K $1.21M
BNDX
Vanguard Total International B

ETFs
4.42K
+ 23.56%
$48.33 - $49.5 $214K - $219K
23.2K $1.13M
EPD
Enterprise Products Partners L.P.

Energy
1K
+ 1.57%
$31.75 - $34.14 $31.8K - $34.2K
64.8K $2.21M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
887
+ 0.26%
$11.34 - $12.23 $10.1K - $10.8K
346K $4.23M
RLY
Ssga Active ETF Tr

ETFs
5.75K
+ 27.65%
$27.21 - $28.6 $156K - $164K
26.5K $757K
FPE
First Tr Pfd Secs & Income ETF

ETFs
11.9K
+ 7.34%
$17.53 - $17.87 $209K - $213K
175K $3.07M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.53K
+ 27.59%
$64.88 - $72.1 $229K - $254K
16.3K $1.07M
IEFA
Ishares Tr

ETFs
1.58K
+ 11.61%
$69.57 - $78.65 $110K - $124K
15.2K $1.15M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
2.39K
+ 5.32%
$78.12 - $83.7 $187K - $200K
47.3K $3.81M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
3.28K
+ 18.95%
$50.82 - $52.7 $166K - $173K
20.6K $1.08M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
4.82K
+ 6.42%
$30.59 - $33.02 $147K - $159K
79.8K $2.53M
OSCV
Opus Small Cap Value ETF

ETFs
16.1K
+ 9.13%
$34.16 - $38.45 $550K - $619K
192K $6.7M
XLV
Select Sector Spdr Fund Health

ETFs
1K
+ 31.24%
$137.61 - $149.68 $138K - $150K
4.21K $615K
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
2.15K
+ 86.59%
$79.96 - $87.71 $172K - $189K
4.64K $380K
CGXU
Capital Group Intl Focus Equit

ETFs
7.5K
+ 12.11%
$24.48 - $26.59 $183K - $199K
69.4K $1.7M
IHDG
Wisdomtree Tr

ETFs
3.84K
+ 6.99%
$43.4 - $47.51 $167K - $182K
58.8K $2.55M
XLK
Technology Sector Spdr

ETFs
1.72K
+ 23.26%
$206.38 - $242.18 $356K - $417K
9.13K $1.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
680
+ 48.09%
$307.43 - $357.48 $209K - $243K
2.09K $646K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.65K
+ 7.23%
$71.17 - $73.66 $117K - $121K
24.4K $1.79M
Activity Summary
Buys All Purchases 216 New Holdings 32 Increased Positions 184 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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