United Advisor Group, LLC Reduced Holdings in Q2 2024

United Advisor Group, LLC

  • $305 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
-16K
- 21.32%
$47.83 - $51.21 $767K - $821K
59.2K $2.92M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.94K
- 35.29%
$177.65 - $191.11 $345K - $371K
3.56K $649K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-15K
- 18.97%
$24.14 - $24.61 $363K - $370K
64.2K $1.57M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.82K
- 8.0%
$58.7 - $64.78 $517K - $571K
101K $6.51M
FVD
First Tr Value Line Divid Inde

ETFs
-6.33K
- 27.98%
$39.94 - $42.43 $253K - $269K
16.3K $664K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-8.46K
- 27.03%
$29.24 - $31.34 $247K - $265K
22.9K $711K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-8.04K
- 27.02%
$29.68 - $33.87 $239K - $272K
21.7K $721K
PG
Procter & Gamble CO

Consumer Defensive
-1.49K
- 10.17%
$155.33 - $168.56 $231K - $251K
13.1K $2.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-3.32K
- 20.27%
$45.24 - $49.04 $150K - $163K
13.1K $619K
LOW
Lowes Companies Inc

Consumer Cyclical
-253
- 7.1%
$214.27 - $249.28 $54.2K - $63.1K
3.31K $729K
AMD
Advanced Micro Devices Inc

Technology
-626
- 24.56%
$144.27 - $183.34 $90.3K - $115K
1.92K $311K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.36K
- 14.26%
$40.83 - $44.89 $178K - $196K
26.2K $1.15M
MCD
Mcdonalds Corp

Consumer Cyclical
-202
- 7.52%
$249.37 - $280.22 $50.4K - $56.6K
2.48K $632K
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-3.74K
- 26.15%
$30.47 - $33.36 $114K - $125K
10.6K $349K
IVE
Ishares S&P 500 Value ETF

ETFs
-333
- 3.61%
$176.58 - $186.7 $58.8K - $62.2K
8.9K $1.62M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-557
- 24.92%
$159.21 - $168.37 $88.7K - $93.8K
1.68K $275K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.28K
- 12.09%
$70.55 - $72.66 $90.5K - $93.2K
9.33K $672K
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-474
- 1.32%
$59.31 - $65.34 $28.1K - $31K
35.3K $2.19M
ILMN
Illumina, Inc.

Healthcare
-182
- 7.75%
$101.05 - $133.57 $18.4K - $24.3K
2.17K $226K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.85K
- 1.88%
$50.22 - $50.48 $93.1K - $93.5K
96.7K $4.88M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-462
- 6.07%
$104.77 - $113.0 $48.4K - $52.2K
7.15K $776K
HTRB
Hartford Fds Total Return Bd E

ETFs
-2.29K
- 12.98%
$32.72 - $33.9 $74.8K - $77.5K
15.3K $513K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
-1.72K
- 13.74%
$42.1 - $43.44 $72.4K - $74.7K
10.8K $463K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-759
- 23.51%
$100.29 - $100.75 $76.1K - $76.5K
2.47K $248K
VZ
Verizon Communications Inc

Communication Services
-1.11K
- 3.01%
$38.6 - $42.84 $42.7K - $47.3K
35.7K $1.47M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.24K
- 4.24%
$42.01 - $43.6 $51.9K - $53.9K
27.9K $1.2M
ZTS
Zoetis Inc.

Healthcare
-484
- 10.91%
$145.54 - $178.83 $70.4K - $86.6K
3.95K $685K
BNDX
Vanguard Total International B

ETFs
-1.1K
- 8.35%
$48.24 - $49.07 $52.9K - $53.8K
12K $586K
CINF
Cincinnati Financial Corp

Financial Services
-211
- 4.32%
$110.88 - $122.17 $23.4K - $25.8K
4.67K $551K
AMZN
Amazon Com Inc

Consumer Cyclical
-3.14K
- 7.27%
$173.67 - $197.85 $545K - $621K
40.1K $7.75M
BOND
Pimco Active Bond Exchange Tra

ETFs
-397
- 10.2%
$89.04 - $91.74 $35.3K - $36.4K
3.49K $318K
SUN
Sunoco LP

Energy
-67
- 0.78%
$49.73 - $60.13 $3.33K - $4.03K
8.56K $484K
HDMV
First Tr ETF Iii Horizon Manag

ETFs
-607
- 6.23%
$27.81 - $29.67 $16.9K - $18K
9.13K $259K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-505
- 12.46%
$56.67 - $60.99 $28.6K - $30.8K
3.55K $215K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-356
- 2.14%
$49.55 - $50.44 $17.6K - $18K
16.3K $815K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-4
- 1.94%
$956.61 - $1140.21 $3.83K - $4.56K
202 $213K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-200
- 7.49%
$81.05 - $81.66 $16.2K - $16.3K
2.47K $201K
FITB
Fifth Third Bancorp

Financial Services
-246
- 3.2%
$34.09 - $38.98 $8.39K - $9.59K
7.45K $271K
BAC
Bank Of America Corp

Financial Services
-812
- 7.48%
$34.68 - $40.02 $28.2K - $32.5K
10.1K $399K
BXSL
Blackstone Secured Lending Fund

Financial Services
-162
- 1.12%
$30.45 - $32.5 $4.93K - $5.27K
14.2K $436K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-604
- 2.24%
$14.64 - $15.36 $8.84K - $9.28K
26.4K $404K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-1.17K
- 0.9%
$14.84 - $15.91 $17.3K - $18.5K
128K $1.93M
FDX
Fedex Corp

Industrials
-149
- 4.14%
$245.11 - $299.84 $36.5K - $44.7K
3.45K $1.04M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-18
- 0.24%
$52.5 - $56.42 $945 - $1.02K
7.54K $425K
HUSV
First Tr ETF Iii Horizon Manag
-1.34K
- 15.72%
N/A
7.21K $0
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
-2.4K
- 3.15%
$15.54 - $16.87 $37.4K - $40.6K
73.8K $1.2M
ISRG
Intuitive Surgical Inc

Healthcare
-142
- 5.74%
$366.34 - $445.11 $52K - $63.2K
2.33K $1.04M
TSLA
Tesla, Inc.

Consumer Cyclical
-218
- 2.62%
$142.05 - $197.88 $31K - $43.1K
8.09K $1.6M
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
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