United Advisor Group, LLC Incresed Positions in Q2 2024

United Advisor Group, LLC

  • $305 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
95.8K
+ 889.28%
$118.11 - $1224.4 $11.3M - $117M
107K $13.2M
XOM
Exxon Mobil Corp

Energy
28.9K
+ 188.21%
$108.36 - $122.2 $3.14M - $3.54M
44.3K $5.1M
ACIO
ETF Ser Solutions Aptus Collar

ETFs
63.3K
+ 47.15%
$34.74 - $37.83 $2.2M - $2.39M
198K $7.43M
AAPL
Apple Inc.

Technology
2.02K
+ 4.13%
$165.0 - $216.67 $334K - $438K
50.9K $10.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
22.1K
+ 25.02%
$72.31 - $79.02 $1.6M - $1.75M
111K $8.63M
SPYG
Spdr Portfolio

ETFs
16.6K
+ 69.71%
$68.71 - $80.95 $1.14M - $1.35M
40.5K $3.24M
OSCV
Opus Small Cap Value ETF

ETFs
46.3K
+ 57.41%
$33.59 - $35.69 $1.56M - $1.65M
127K $4.38M
DRSK
ETF Ser Solutions Aptus Define

ETFs
45.7K
+ 48.61%
$25.67 - $27.44 $1.17M - $1.25M
140K $3.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.07K
+ 94.34%
$455.1 - $504.28 $940K - $1.04M
4.25K $2.13M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4.22K
+ 58.78%
$170.63 - $199.67 $719K - $842K
11.4K $2.24M
TDVG
T Rowe Price Exchange Traded F

Technology
19.4K
+ 13.86%
$36.27 - $38.94 $704K - $756K
159K $6.14M
MSFT
Microsoft Corp

Technology
753
+ 4.38%
$389.33 - $452.85 $293K - $341K
17.9K $8.01M
ADBE
Adobe Inc.

Technology
1.2K
+ 68.61%
$439.02 - $555.54 $527K - $667K
2.95K $1.64M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
19.9K
+ 22.07%
$45.6 - $48.78 $909K - $973K
110K $5.16M
FPE
First Tr Pfd Secs & Income ETF

ETFs
41.2K
+ 56.57%
$16.96 - $17.44 $699K - $718K
114K $1.98M
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
16.4K
+ 42.49%
$46.27 - $49.42 $758K - $810K
54.9K $2.59M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
13K
+ 307.43%
$50.57 - $50.75 $659K - $661K
17.3K $876K
DGRE
Wisdomtree Tr Emerging Mkts Qu

ETFs
22.9K
+ 96.39%
$24.62 - $26.49 $563K - $606K
46.6K $1.23M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
8.87K
+ 135.11%
$68.68 - $72.52 $609K - $643K
15.4K $1.1M
DFAI
Dimensional ETF Tr

ETFs
21.4K
+ 24.4%
$28.93 - $30.91 $618K - $660K
109K $3.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
880
+ 23.75%
$414.65 - $485.21 $365K - $427K
4.59K $2.2M
GOOGL
Alphabet Inc.

Communication Services
765
+ 5.8%
$150.53 - $185.41 $115K - $142K
14K $2.54M
RDVY
First Trust Rising Dividend Ac

ETFs
12.6K
+ 11.29%
$53.05 - $55.95 $667K - $703K
124K $6.78M
WMT
Walmart Inc.

Consumer Defensive
4.93K
+ 22.23%
$58.85 - $68.9 $290K - $339K
27.1K $1.83M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
20.8K
+ 7.25%
$13.79 - $14.89 $287K - $309K
307K $4.58M
V
Visa Inc.

Financial Services
1.97K
+ 95.59%
$262.47 - $281.5 $518K - $556K
4.04K $1.06M
JCPB
J P Morgan Exchange Traded Fd

ETFs
10.6K
+ 23.99%
$45.27 - $46.67 $478K - $493K
54.6K $2.53M
IVV
Ishares Core S&P 500 ETF

ETFs
826
+ 97.52%
$497.53 - $549.64 $411K - $454K
1.67K $915K
VUG
Vanguard Growth ETF

ETFs
755
+ 13.52%
$322.46 - $377.11 $243K - $285K
6.34K $2.37M
PM
Philip Morris International Inc.

Consumer Defensive
3.78K
+ 57.19%
$88.6 - $104.24 $335K - $394K
10.4K $1.05M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.19K
+ 129.74%
$286.24 - $337.0 $341K - $401K
2.11K $703K
SCHG
Schwab Strategic Tr Us Large C

ETFs
3.65K
+ 66.83%
$87.04 - $101.61 $317K - $371K
9.1K $918K
PLTR
Palantir Technologies Inc.

Technology
7.97K
+ 10.2%
$20.47 - $25.82 $163K - $206K
86.2K $2.18M
GS
Goldman Sachs Group Inc

Financial Services
730
+ 146.59%
$389.49 - $470.41 $284K - $343K
1.23K $555K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
8.43K
+ 116.48%
$40.62 - $41.8 $343K - $352K
15.7K $649K
JPM
Jpmorgan Chase & CO

Financial Services
1.57K
+ 12.24%
$180.08 - $204.79 $283K - $322K
14.4K $2.91M
GOOG
Alphabet Inc.

Communication Services
1.56K
+ 91.88%
$151.94 - $186.86 $237K - $292K
3.26K $598K
AMT
American Tower Corp

Real Estate
1.71K
+ 147.84%
$171.0 - $200.41 $293K - $343K
2.87K $557K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
8.48K
+ 23.07%
$33.16 - $36.03 $281K - $305K
45.2K $1.56M
FYLD
Cambria Foreign Shareholder Yi

ETFs
13.4K
+ 20.74%
$26.16 - $28.19 $351K - $378K
78.1K $2.06M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.35K
+ 18.81%
$95.11 - $97.92 $319K - $328K
21.2K $2.05M
DGS
Wisdomtree Emerging Markets Sm

ETFs
5.22K
+ 16.69%
$49.52 - $53.11 $258K - $277K
36.5K $1.88M
IHDG
Wisdomtree Tr

ETFs
6.52K
+ 15.6%
$43.96 - $46.57 $287K - $304K
48.3K $2.2M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.23K
+ 34.82%
$55.45 - $57.39 $290K - $300K
20.2K $1.15M
CVX
Chevron Corp

Energy
1.79K
+ 58.63%
$152.57 - $166.33 $272K - $297K
4.83K $755K
META
Meta Platforms, Inc.

Communication Services
412
+ 11.56%
$430.17 - $527.34 $177K - $217K
3.98K $2M
PGR
Progressive Corp

Financial Services
1.3K
+ 36.07%
$202.26 - $215.9 $264K - $282K
4.92K $1.02M
BX
Blackstone Inc.

Financial Services
2.31K
+ 93.23%
$116.13 - $132.0 $269K - $305K
4.8K $593K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
5.58K
+ 47.13%
$39.98 - $43.87 $223K - $245K
17.4K $761K
Activity Summary
Buys All Purchases 204 New Holdings 75 Increased Positions 129 Sells All Sells 49 Reductions 49 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