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
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
555
+ 1.18%
$81.61 - $86.58 $45.3K - $48.1K
47.6K $4.06M
ICVT
Ishares Tr Convertible Bond Et

ETFs
1.16K
+ 11.28%
$89.29 - $100.17 $103K - $116K
11.4K $1.14M
BNDX
Vanguard Total International B

ETFs
4.43K
+ 11.38%
$49.0 - $49.51 $217K - $219K
43.4K $2.14M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.03K
+ 31.64%
$164.63 - $174.58 $170K - $180K
4.3K $750K
D
Dominion Energy, Inc

Utilities
3.02K
+ 50.27%
$56.32 - $62.1 $170K - $188K
9.03K $552K
MPC
Marathon Petroleum Corp

Energy
24
+ 0.31%
$158.59 - $198.69 $3.81K - $4.77K
7.85K $1.51M
VDE
Vanguard Energy ETF

ETFs
1.46K
+ 37.76%
$118.37 - $129.65 $172K - $189K
5.31K $668K
IEMG
Ishares Inc

ETFs
3.7K
+ 6.03%
N/A
65K $3.49M
IEFA
Ishares Tr

ETFs
1.33K
+ 6.24%
$81.7 - $87.53 $108K - $116K
22.6K $1.97M
NOC
Northrop Grumman Corp

Industrials
118
+ 10.5%
$498.9 - $609.32 $58.9K - $71.9K
1.24K $756K
XCEM
Columbia ETF Tr Ii

ETFs
2K
+ 3.6%
$33.85 - $36.86 $67.6K - $73.6K
57.5K $2.09M
LOW
Lowes Companies Inc

Consumer Cyclical
404
+ 13.68%
$215.01 - $273.02 $86.9K - $110K
3.36K $843K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
605
+ 30.16%
$236.25 - $257.69 $143K - $156K
2.61K $669K
FANG
Diamondback Energy, Inc.

Energy
1.07K
+ 21.13%
$134.53 - $152.5 $144K - $163K
6.13K $876K
T
At&T Inc.

Communication Services
7.33K
+ 19.62%
$26.94 - $29.62 $197K - $217K
44.7K $1.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.5K
+ 6.88%
$26.38 - $27.95 $119K - $126K
69.9K $1.91M
CRM
Salesforce, Inc.

Technology
958
+ 66.16%
$231.66 - $273.65 $222K - $262K
2.41K $570K
LMT
Lockheed Martin Corp

Industrials
254
+ 19.2%
$410.74 - $499.21 $104K - $127K
1.58K $787K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
1.92K
+ 7.79%
$48.07 - $51.26 $92.4K - $98.6K
26.6K $1.36M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
3.41K
+ 14.21%
$45.26 - $46.63 $155K - $159K
27.4K $1.27M
AMGN
Amgen Inc

Healthcare
578
+ 57.23%
$271.18 - $309.22 $157K - $179K
1.59K $448K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
251
+ 14.63%
$224.68 - $282.71 $56.4K - $71K
1.97K $549K
ASML
Asml Holding Nv

Technology
17
+ 2.0%
$689.63 - $968.09 $11.7K - $16.5K
867 $839K
TBUX
T Rowe Price Exchange Traded F

ETFs
3.11K
+ 21.24%
$49.7 - $49.98 $154K - $155K
17.7K $884K
AINV
Apollo Investment Corp

Financial Services
14K
+ 5.44%
N/A
271K $3.01M
ARDC
Ares Dynamic Credit Allocation Fund, Inc.

Financial Services
15.6K
+ 4.63%
$13.99 - $14.88 $218K - $232K
352K $4.93M
BA
Boeing CO

Industrials
649
+ 45.9%
$209.79 - $237.38 $136K - $154K
2.06K $445K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
3.24K
+ 20.44%
$36.73 - $38.68 $119K - $125K
19.1K $738K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.47K
+ 30.78%
$42.67 - $46.91 $105K - $116K
10.5K $491K
WPM
Wheaton Precious Metals Corp.

Basic Materials
401
+ 8.9%
$86.72 - $111.84 $34.8K - $44.8K
4.91K $549K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
503
+ 8.93%
$138.08 - $151.2 $69.5K - $76.1K
6.14K $926K
IWM
Ishares Russell 2000 ETF

ETFs
414
+ 27.2%
$214.92 - $244.84 $89K - $101K
1.94K $468K
CGDV
Capital Group Divid Value ETF

ETFs
2.78K
+ 30.96%
$39.59 - $42.21 $110K - $117K
11.8K $494K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
3.27K
+ 45.02%
$30.13 - $33.37 $98.4K - $109K
10.5K $351K
PM
Philip Morris International Inc.

Consumer Defensive
2.1K
+ 20.11%
$157.77 - $183.27 $331K - $385K
12.5K $2.03M
PWR
Quanta Services, Inc.

Industrials
131
+ 6.37%
$372.29 - $421.68 $48.8K - $55.2K
2.19K $906K
FPE
First Tr Pfd Secs & Income ETF

ETFs
2.94K
+ 1.7%
$17.81 - $18.39 $52.3K - $54K
176K $3.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.74K
+ 4.47%
$48.5 - $50.19 $84.2K - $87.1K
40.6K $2.03M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
406
+ 2.41%
$72.65 - $78.68 $29.5K - $31.9K
17.3K $1.35M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.06K
+ 7.15%
$26.44 - $27.1 $107K - $110K
60.8K $1.64M
ARCC
Ares Capital Corp

Financial Services
13.2K
+ 14.26%
$20.41 - $23.25 $269K - $306K
105K $2.15M
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
2.39K
+ 31.88%
$50.19 - $50.91 $120K - $122K
9.88K $500K
NEE
Nextera Energy Inc

Utilities
1.3K
+ 30.98%
$69.77 - $77.54 $90.4K - $100K
5.48K $413K
IDEV
Ishares Core Msci Intl Develop

ETFs
357
+ 1.61%
$74.68 - $80.26 $26.7K - $28.7K
22.5K $1.8M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
136
+ 4.93%
$459.11 - $506.91 $62.4K - $68.9K
2.89K $1.45M
BKNG
Booking Holdings Inc.

Consumer Cyclical
25
+ 49.02%
$5364.25 - $5815.92 $134K - $145K
76 $410K
XLC
Select Sector Spdr Tr Communic

ETFs
626
+ 15.43%
$105.99 - $119.41 $66.3K - $74.8K
4.68K $554K
TXN
Texas Instruments Inc

Technology
569
+ 37.86%
N/A
2.07K $403K
WM
Waste Management Inc

Industrials
537
+ 50.0%
$213.88 - $237.1 $115K - $127K
1.61K $355K
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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