United Advisor Group, LLC Reduced Holdings in Q3 2024

United Advisor Group, LLC

  • $422 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
-37.5K
- 36.99%
$61.11 - $67.85 $2.29M - $2.55M
63.9K $4.33M
VEA
Vanguard Ftse Developed Market

ETFs
-17.8K
- 30.01%
$47.6 - $53.31 $845K - $947K
41.4K $2.19M
ADBE
Adobe Inc.

Technology
-902
- 30.59%
$508.13 - $586.55 $458K - $529K
2.05K $1.06M
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-732
- 0.45%
$8.08 - $11.02 $5.91K - $8.07K
163K $1.35M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-3.99K
- 43.84%
$92.63 - $105.69 $370K - $422K
5.11K $532K
CPRT
Copart Inc

Consumer Cyclical
-6.67K
- 47.17%
$49.19 - $55.54 $328K - $371K
7.48K $391K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-11.1K
- 48.6%
$29.78 - $32.95 $331K - $366K
11.7K $386K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-1K
- 47.61%
$305.34 - $350.41 $307K - $352K
1.11K $381K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-10.6K
- 48.72%
$31.02 - $36.12 $328K - $382K
11.1K $402K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.3K
- 31.65%
$41.9 - $48.26 $348K - $401K
17.9K $857K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-3.15K
- 19.36%
$49.93 - $51.15 $157K - $161K
13.1K $671K
BKAG
Bny Mellon ETF Tr Core Bond Et

ETFs
-3.6K
- 22.96%
$41.04 - $43.51 $148K - $157K
12.1K $520K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.32K
- 24.79%
$84.77 - $97.13 $112K - $128K
4K $382K
FDX
Fedex Corp

Industrials
-23
- 0.67%
$254.64 - $313.52 $5.86K - $7.21K
3.43K $938K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.46K
- 7.52%
$162.64 - $179.3 $237K - $262K
17.9K $3.22M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.42K
- 11.84%
$8.26 - $12.16 $11.8K - $17.3K
10.6K $95K
MAIN
Main Street Capital Corp

Financial Services
-730
- 8.71%
$47.05 - $52.25 $34.3K - $38.1K
7.65K $383K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-644
- 6.9%
$71.45 - $75.64 $46K - $48.7K
8.68K $652K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-149
- 8.69%
$116.79 - $133.54 $17.4K - $19.9K
1.57K $206K
DBL
Double Line Opportunistic Credit Fund

Financial Services
-1.5K
- 5.7%
$15.32 - $16.13 $23K - $24.2K
24.9K $393K
FDHY
Fidelity Covington Trust High

ETFs
-349
- 4.78%
$47.71 - $49.43 $16.7K - $17.3K
6.95K $342K
JPMB
J P Morgan Usd Emerging Market

ETFs
-469
- 6.47%
$38.32 - $40.67 $18K - $19.1K
6.78K $275K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-971
- 8.07%
$29.23 - $33.51 $28.4K - $32.5K
11.1K $365K
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
-396
- 5.73%
$35.73 - $39.48 $14.1K - $15.6K
6.51K $255K
JUCY
ETF Ser Solutions Aptus Enhanc
-1.51K
- 1.01%
N/A
148K $0
EMDV
Proshares Tr Msci Emerging Mkt

ETFs
-320
- 5.35%
$42.17 - $47.32 $13.5K - $15.1K
5.67K $268K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-223
- 1.82%
$44.65 - $47.21 $9.96K - $10.5K
12K $561K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-161
- 2.93%
$41.02 - $46.01 $6.6K - $7.41K
5.34K $242K
DOCU
Docusign, Inc.

Technology
-292
- 7.07%
$49.73 - $62.53 $14.5K - $18.3K
3.84K $238K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-14
- 0.34%
$73.43 - $80.37 $1.03K - $1.13K
4.12K $331K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-111
- 4.05%
$125.95 - $142.04 $14K - $15.8K
2.63K $373K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-630
- 6.17%
$31.07 - $39.36 $19.6K - $24.8K
9.59K $350K
ILMN
Illumina, Inc.

Healthcare
-31
- 1.43%
$105.28 - $135.9 $3.26K - $4.21K
2.14K $278K
FVD
First Tr Value Line Divid Inde

ETFs
-458
- 2.81%
$40.45 - $45.49 $18.5K - $20.8K
15.8K $720K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-483
- 2.12%
$39.47 - $49.4 $19.1K - $23.9K
22.3K $1.06M
BX
Blackstone Inc.

Financial Services
-396
- 8.26%
$120.77 - $159.66 $47.8K - $63.2K
4.4K $673K
CINF
Cincinnati Financial Corp

Financial Services
-8
- 0.17%
$115.7 - $138.2 $926 - $1.11K
4.67K $634K
NEM
Newmont Corp

Basic Materials
-302
- 3.2%
$41.65 - $55.85 $12.6K - $16.9K
9.13K $488K
IVE
Ishares S&P 500 Value ETF

ETFs
-211
- 2.37%
$181.06 - $197.17 $38.2K - $41.6K
8.69K $1.71M
Activity Summary
Buys All Purchases 295 New Holdings 99 Increased Positions 196 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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