United Advisor Group, LLC Reduced Holdings in Q4 2025

United Advisor Group, LLC

  • $733 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COIN
Coinbase Global, Inc.

Technology
-8.32K
- 68.92%
$283.14 - $387.27 $2.36M - $3.22M
3.75K $1.07M
TSLA
Tesla, Inc.

Consumer Cyclical
-4.58K
- 20.11%
$401.99 - $468.37 $1.84M - $2.15M
18.2K $7.44M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-64K
- 81.67%
N/A
14.4K $324K
PLTR
Palantir Technologies Inc.

Technology
-3.13K
- 3.19%
$172.14 - $207.18 $538K - $648K
94.9K $16.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.96K
- 16.67%
$600.51 - $631.95 $1.18M - $1.24M
9.82K $6.06M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-20.3K
- 17.35%
$50.57 - $50.77 $1.03M - $1.03M
96.6K $4.89M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-14.9K
- 30.64%
$64.34 - $67.09 $956K - $997K
33.7K $2.2M
SHOP
Shopify Inc.

Technology
-6.5K
- 22.73%
$146.04 - $179.01 $949K - $1.16M
22.1K $3.23M
NVDA
Nvidia Corp

Technology
-5.1K
- 3.46%
$179.83 - $207.04 $917K - $1.06M
142K $26.5M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-9.17K
- 19.26%
$81.56 - $85.69 $748K - $786K
38.4K $3.17M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-22K
- 59.67%
$32.32 - $33.89 $710K - $745K
14.9K $486K
ROKU
Roku, Inc

Communication Services
-7.36K
- 49.6%
$92.02 - $108.63 $677K - $799K
7.48K $745K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.82K
- 14.44%
$191.01 - $199.18 $538K - $561K
16.7K $3.24M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.79K
- 29.18%
$88.67 - $92.06 $514K - $533K
14.1K $1.25M
XCEM
Columbia ETF Tr Ii

ETFs
-16.4K
- 28.53%
$36.03 - $38.99 $591K - $639K
41.1K $1.57M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-18K
- 39.12%
$26.76 - $27.67 $482K - $498K
28K $751K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.78K
- 3.24%
$50.22 - $52.54 $240K - $251K
143K $7.26M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.86K
- 53.96%
$138.56 - $147.63 $397K - $423K
2.44K $356K
FSK
Fs Kkr Capital Corp

Financial Services
-35.6K
- 12.73%
$14.16 - $15.65 $504K - $557K
244K $3.81M
SE
Sea LTD

Consumer Cyclical
-1.61K
- 43.46%
$140.04 - $192.69 $225K - $310K
2.09K $294K
VZ
Verizon Communications Inc

Communication Services
-3.64K
- 5.21%
$38.4 - $43.83 $140K - $159K
66.2K $2.71M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.46K
- 7.66%
$114.27 - $121.15 $281K - $298K
29.6K $3.46M
ADBE
Adobe Inc.

Technology
-910
- 46.79%
$325.07 - $359.91 $296K - $328K
1.04K $336K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
-48.6K
- 33.88%
$5.46 - $6.12 $265K - $298K
94.9K $549K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-26.6K
- 20.16%
$9.54 - $10.13 $254K - $269K
105K $1.02M
KLAC
Kla Corp

Technology
-306
- 53.68%
$982.75 - $1235.28 $301K - $378K
264 $299K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-5.58K
- 21.42%
$53.68 - $54.54 $299K - $304K
20.5K $1.1M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-6.78K
- 28.84%
$44.38 - $44.96 $301K - $305K
16.7K $742K
STWD
Starwood Property Trust, Inc.

Real Estate
-2.4K
- 1.46%
$17.83 - $19.47 $42.7K - $46.7K
161K $2.88M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
-3.09K
- 22.9%
$85.35 - $86.81 $264K - $269K
10.4K $893K
AMAT
Applied Materials Inc

Technology
-1.69K
- 37.31%
$209.95 - $240.89 $354K - $406K
2.83K $647K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-10K
- 10.99%
$23.54 - $23.93 $235K - $239K
81K $1.91M
VDE
Vanguard Energy ETF

ETFs
-2.18K
- 41.06%
$120.37 - $129.34 $263K - $282K
3.13K $404K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.41K
- 21.15%
$98.1 - $103.73 $237K - $250K
8.99K $882K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-10.1K
- 31.13%
$25.17 - $25.38 $254K - $257K
22.4K $563K
BITF
Bitfarms LTD

Financial Services
-87.6K
- 87.6%
$2.6 - $6.47 $228K - $567K
12.4K $32K
PG
Procter & Gamble CO

Consumer Defensive
-361
- 1.44%
$145.5 - $153.18 $52.5K - $55.3K
24.8K $3.61M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-4.37K
- 7.4%
$55.31 - $57.46 $241K - $251K
54.6K $3.13M
HD
Home Depot, Inc.

Consumer Cyclical
-158
- 4.3%
$358.03 - $397.02 $56.6K - $62.7K
3.52K $1.26M
CVX
Chevron Corp

Energy
-1.41K
- 9.62%
$148.9 - $157.72 $210K - $222K
13.2K $2.05M
ROP
Roper Technologies Inc

Industrials
-348
- 26.67%
$443.27 - $520.0 $154K - $181K
957 $430K
EMB
Ishares Tr

ETFs
-2.3K
- 20.92%
$94.63 - $97.03 $218K - $223K
8.7K $834K
MS
Morgan Stanley

Financial Services
-1.25K
- 46.99%
$151.86 - $169.92 $190K - $212K
1.41K $224K
SBUX
Starbucks Corp

Consumer Cyclical
-2.32K
- 45.45%
$78.46 - $87.26 $182K - $203K
2.79K $236K
BX
Blackstone Inc.

Financial Services
-505
- 13.2%
$138.42 - $168.45 $69.9K - $85.1K
3.32K $459K
NET
Cloudflare, Inc.

Technology
-828
- 19.88%
$210.01 - $253.3 $174K - $210K
3.34K $702K
UNH
Unitedhealth Group Inc

Healthcare
-286
- 7.47%
$320.52 - $369.92 $91.7K - $106K
3.54K $1.14M
MAIN
Main Street Capital Corp

Financial Services
-2.43K
- 31.22%
$55.1 - $63.97 $134K - $155K
5.35K $312K
ZTS
Zoetis Inc.

Healthcare
-550
- 13.1%
$118.8 - $147.53 $65.3K - $81.1K
3.65K $433K
Activity Summary
Buys All Purchases 284 New Holdings 47 Increased Positions 237 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 17 Puts 0
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