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
VIG
Vanguard Dividend Appreciation

ETFs
592
+ 27.75%
N/A
2.73K $496K
SCHO
Schwab Short Term Us Treasury

ETFs
4.29K
+ 8.31%
$24.23 - $24.42 $104K - $105K
55.9K $1.37M
VO
Vanguard Mid Cap ETF

ETFs
317
+ 33.54%
$279.83 - $293.74 $88.7K - $93.1K
1.26K $370K
PEP
Pepsico Inc

Consumer Defensive
515
+ 14.07%
$133.81 - $152.16 $68.9K - $78.4K
4.17K $586K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
178
+ 3.76%
$89.32 - $107.82 $15.9K - $19.2K
4.91K $529K
VGT
Vanguard Information Technolog

ETFs
5
+ 0.43%
$656.44 - $753.15 $3.28K - $3.77K
1.17K $872K
XLY
Select Sector Spdr Consumer Di

ETFs
298
+ 22.47%
$216.09 - $242.18 $64.4K - $72.2K
1.62K $389K
PHYL
Pgim ETF Tr

ETFs
2.67K
+ 12.62%
$35.14 - $35.8 $93.8K - $95.5K
23.8K $851K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.24K
+ 2.84%
$27.61 - $29.15 $34.3K - $36.2K
45K $1.31M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.82K
+ 1.58%
$50.47 - $50.74 $92K - $92.4K
117K $5.93M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
36
+ 1.83%
$393.18 - $439.39 $14.2K - $15.8K
2K $870K
SPG
Simon Property Group Inc

Real Estate
37
+ 1.17%
$159.93 - $187.67 $5.92K - $6.94K
3.21K $601K
STWD
Starwood Property Trust, Inc.

Real Estate
10.2K
+ 6.62%
$19.37 - $20.97 $197K - $213K
164K $3.17M
XLV
Select Sector Spdr Fund Health

ETFs
543
+ 18.69%
$129.01 - $139.72 $70.1K - $75.9K
3.45K $479K
BX
Blackstone Inc.

Financial Services
31
+ 0.82%
$152.77 - $188.68 $4.74K - $5.85K
3.83K $653K
SUB
Ishares Short Term National Mu

ETFs
770
+ 8.07%
$106.17 - $107.3 $81.8K - $82.6K
10.3K $1.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
75
+ 0.89%
$110.74 - $122.12 $8.31K - $9.16K
8.54K $1.03M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
63
+ 0.13%
$63.98 - $69.04 $4.03K - $4.35K
48.5K $3.23M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
715
+ 7.32%
$62.09 - $66.51 $44.4K - $47.6K
10.5K $684K
IVW
Ishares S&P 500 Growth ETF

ETFs
214
+ 4.33%
$108.97 - $121.65 $23.3K - $26K
5.16K $622K
MBB
Ishares Tr

ETFs
714
+ 10.06%
$92.46 - $95.73 $66K - $68.4K
7.81K $743K
HYG
Ishares Tr

ETFs
865
+ 7.49%
$79.85 - $81.32 $69.1K - $70.3K
12.4K $1.01M
DUK
Duke Energy Corp

Utilities
499
+ 21.64%
$116.31 - $125.93 $58K - $62.8K
2.81K $347K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
930
+ 11.02%
$70.85 - $76.96 $65.9K - $71.6K
9.37K $712K
EMB
Ishares Tr

ETFs
495
+ 4.71%
$91.52 - $95.59 $45.3K - $47.3K
11K $1.05M
CINF
Cincinnati Financial Corp

Financial Services
64
+ 0.92%
$145.8 - $158.1 $9.33K - $10.1K
6.98K $1.1M
CGBD
Carlyle Secured Lending, Inc.

Financial Services
8.25K
+ 31.59%
$12.5 - $14.2 $103K - $117K
34.4K $429K
IFRA
Ishares Tr

ETFs
1.01K
+ 19.77%
$49.77 - $52.82 $50K - $53.1K
6.09K $321K
SAND
Sandstorm Gold LTD

Basic Materials
1K
+ 6.38%
$9.36 - $12.52 $9.36K - $12.5K
16.7K $208K
MUB
Ishares National Muni Bond ETF

ETFs
310
+ 2.26%
$103.24 - $106.68 $32K - $33.1K
14K $1.49M
QTEC
First Trust Nasdaq 100 Technol

ETFs
43
+ 1.45%
$208.95 - $229.72 $8.98K - $9.88K
3.02K $692K
UBER
Uber Technologies, Inc

Technology
364
+ 7.51%
$86.91 - $99.57 $31.6K - $36.2K
5.21K $510K
IAUM
I Shares Gold Trust Micro

ETFs
469
+ 6.54%
$32.6 - $38.5 $15.3K - $18.1K
7.64K $294K
NTSX
Wisdomtree Tr Wisdomtree U.S.

ETFs
248
+ 2.11%
$49.41 - $54.08 $12.3K - $13.4K
12K $646K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
76
+ 19.74%
$534.91 - $598.71 $40.7K - $45.5K
461 $259K
IWY
Ishares Tr Russell 200 Growth

ETFs
69
+ 5.05%
$243.93 - $275.62 $16.8K - $19K
1.44K $392K
COP
Conocophillips

Energy
467
+ 19.52%
$91.0 - $98.99 $42.5K - $46.2K
2.86K $270K
ABT
Abbott Laboratories

Healthcare
445
+ 19.08%
$120.51 - $136.62 $53.6K - $60.8K
2.78K $371K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
582
+ 24.67%
$91.44 - $91.77 $53.2K - $53.4K
2.94K $269K
IWS
Ishares Russell Midcap Value E

ETFs
254
+ 10.9%
$132.83 - $140.61 $33.7K - $35.7K
2.59K $361K
XLF
Financial Sector Spdr

ETFs
719
+ 9.4%
$51.37 - $54.25 $36.9K - $39K
8.37K $450K
RWL
Invesco Exchange Traded Fd Tr

ETFs
171
+ 3.85%
$102.17 - $110.66 $17.5K - $18.9K
4.62K $510K
BR
Broadridge Financial Solutions, Inc.

Technology
249
+ 8.28%
$233.75 - $266.89 $58.2K - $66.5K
3.26K $775K
IEP
Icahn Enterprises L.P.

Industrials
3.78K
+ 12.65%
$8.14 - $9.68 $30.7K - $36.6K
33.6K $283K
MAIN
Main Street Capital Corp

Financial Services
125
+ 1.63%
$59.28 - $67.54 $7.41K - $8.44K
7.78K $494K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
3K
+ 18.26%
$11.84 - $13.45 $35.5K - $40.4K
19.4K $245K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
371
+ 6.34%
$42.26 - $47.16 $15.7K - $17.5K
6.23K $288K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
487
+ 5.88%
$39.8 - $42.86 $19.4K - $20.9K
8.76K $374K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
261
+ 27.62%
$196.15 - $217.83 $51.2K - $56.9K
1.21K $243K
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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