United Advisor Group, LLC Incresed Positions in Q3 2025

United Advisor Group, LLC

  • $689 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
5.78K
+ 135.23%
$90.83 - $96.0 $525K - $555K
10.1K $953K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
10.1K
+ 21.67%
$42.39 - $44.63 $426K - $449K
56.5K $2.52M
IBM
International Business Machines Corp

Technology
2.12K
+ 45.41%
$234.77 - $292.47 $497K - $619K
6.78K $1.91M
AMAT
Applied Materials Inc

Technology
2.38K
+ 111.62%
$156.25 - $204.95 $372K - $488K
4.52K $924K
MRK
Merck & Co., Inc.

Healthcare
5.83K
+ 67.27%
$77.6 - $87.37 $452K - $509K
14.5K $1.22M
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
5.52K
+ 87.83%
$85.93 - $92.12 $474K - $508K
11.8K $1.07M
CGGR
Capital Group Growth ETF Shs C

ETFs
10.6K
+ 51.41%
$40.2 - $44.58 $424K - $470K
31.1K $1.37M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
11.3K
+ 13.64%
$35.94 - $38.52 $407K - $437K
94.4K $3.51M
JNJ
Johnson & Johnson

Healthcare
1.67K
+ 27.07%
$155.17 - $185.42 $259K - $309K
7.83K $1.45M
PYPL
Pay Pal Holdings, Inc.

Financial Services
7.93K
+ 239.34%
$65.64 - $78.22 $521K - $621K
11.2K $754K
V
Visa Inc.

Financial Services
1.7K
+ 27.0%
$332.09 - $358.86 $565K - $611K
8.01K $2.73M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.16K
+ 6.65%
$25.29 - $28.33 $181K - $203K
115K $3.2M
VTI
Vanguard Total Stock Market Et

ETFs
1.07K
+ 21.85%
$303.93 - $329.86 $326K - $354K
5.99K $1.97M
MCD
Mcdonalds Corp

Consumer Cyclical
1.31K
+ 33.59%
$291.67 - $316.99 $381K - $414K
5.19K $1.58M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.54K
+ 15.7%
$72.57 - $74.72 $402K - $414K
40.8K $3.04M
MO
Altria Group, Inc.

Consumer Defensive
3.7K
+ 14.19%
$57.75 - $67.68 $213K - $250K
29.7K $1.96M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
2.3K
+ 1.58%
$50.02 - $53.28 $115K - $123K
148K $7.72M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
17.8K
+ 24.29%
$23.54 - $23.97 $419K - $426K
91K $2.18M
HD
Home Depot, Inc.

Consumer Cyclical
800
+ 27.84%
$357.4 - $423.42 $286K - $339K
3.67K $1.49M
HTRB
Hartford Fds Total Return Bd E

ETFs
11.4K
+ 11.25%
$33.47 - $34.58 $382K - $395K
113K $3.87M
MGK
Vanguard Mega Cap Growth ETF

ETFs
948
+ 84.64%
$362.31 - $405.74 $343K - $385K
2.07K $832K
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
4.81K
+ 55.34%
$85.71 - $86.94 $412K - $418K
13.5K $1.17M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.65K
+ 8.49%
$54.35 - $59.32 $198K - $216K
46.6K $2.76M
CAT
Caterpillar Inc

Industrials
688
+ 75.77%
$390.92 - $477.15 $269K - $328K
1.6K $761K
COST
Costco Wholesale Corp

Consumer Defensive
581
+ 27.16%
$915.95 - $994.57 $532K - $578K
2.72K $2.52M
CGCP
Capital Group Core Plus Income

ETFs
16K
+ 51.12%
$22.27 - $22.95 $357K - $368K
47.4K $1.08M
GE
General Electric CO

Industrials
863
+ 38.6%
$244.75 - $305.63 $211K - $264K
3.1K $932K
BAC
Bank Of America Corp

Financial Services
4.79K
+ 18.85%
$44.92 - $52.42 $215K - $251K
30.2K $1.56M
GS
Goldman Sachs Group Inc

Financial Services
264
+ 20.85%
$696.56 - $806.32 $184K - $213K
1.53K $1.22M
RTX
Raytheon Technologies Corp

Industrials
1.41K
+ 35.13%
$144.19 - $167.33 $203K - $236K
5.42K $906K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
5.48K
+ 16.43%
$35.41 - $38.93 $194K - $213K
38.8K $1.51M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
4.84K
+ 16.74%
$41.64 - $45.4 $201K - $220K
33.7K $1.53M
MA
Mastercard Inc

Financial Services
524
+ 46.25%
$550.18 - $598.96 $288K - $314K
1.66K $942K
DGS
Wisdomtree Emerging Markets Sm

ETFs
3.42K
+ 6.16%
$54.85 - $58.99 $188K - $202K
59K $3.37M
LLY
Eli Lilly & CO

Healthcare
387
+ 48.01%
$625.65 - $812.69 $242K - $315K
1.19K $910K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
8.27K
+ 2.4%
$12.22 - $12.91 $101K - $107K
353K $4.56M
BMY
Bristol Myers Squibb CO

Healthcare
6.48K
+ 49.3%
$43.31 - $48.98 $281K - $317K
19.6K $884K
TMO
Thermo Fisher Scientific Inc.

Healthcare
453
+ 63.89%
$404.94 - $499.99 $183K - $226K
1.16K $563K
QUAL
Ishares Msci Usa Quality Facto

ETFs
220
+ 1.14%
$182.33 - $194.5 $40.1K - $42.8K
19.5K $3.79M
IVE
Ishares S&P 500 Value ETF

ETFs
764
+ 8.15%
$194.44 - $206.51 $149K - $158K
10.1K $2.09M
KO
Coca Cola CO

Consumer Defensive
4.69K
+ 41.28%
$65.67 - $71.67 $308K - $336K
16K $1.06M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
9.36K
+ 29.05%
$25.21 - $25.99 $236K - $243K
41.6K $1.07M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.64K
+ 47.56%
$21.69 - $23.34 $209K - $225K
29.9K $696K
KMI
Kinder Morgan, Inc.

Energy
9.45K
+ 44.26%
$26.23 - $28.5 $248K - $269K
30.8K $871K
SPTL
Spdr Portfolio Long Term Treas

ETFs
8.54K
+ 22.8%
$25.67 - $27.21 $219K - $232K
46K $1.24M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.6K
+ 71.65%
$132.9 - $142.03 $213K - $227K
3.83K $540K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.05K
+ 18.42%
$52.55 - $54.37 $213K - $220K
26K $1.41M
GLD
Spdr Gold Trust

ETFs
95
+ 2.41%
$300.96 - $355.47 $28.6K - $33.8K
4.04K $1.44M
SCHG
Schwab Strategic Tr Us Large C

ETFs
106
+ 0.12%
$28.92 - $32.19 $3.07K - $3.41K
85.4K $2.72M
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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