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
MGV
Vanguard Mega Cap Value

ETFs
-223
- 12.99%
$135.26 - $140.13 $30.2K - $31.2K
1.49K $206K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-130
- 28.2%
$557.73 - $694.99 $72.5K - $90.3K
331 $229K
DGRO
Ishares Core Dividend Growth E

ETFs
-436
- 10.13%
$66.93 - $69.17 $29.2K - $30.2K
3.87K $264K
IWY
Ishares Tr Russell 200 Growth

ETFs
-118
- 8.22%
$268.43 - $288.26 $31.7K - $34K
1.32K $363K
XLI
Industrial Sector Spdr

ETFs
-153
- 7.09%
$149.9 - $155.79 $22.9K - $23.8K
2K $304K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-330
- 5.04%
$78.65 - $79.19 $26K - $26.1K
6.22K $490K
FITB
Fifth Third Bancorp

Financial Services
-192
- 2.02%
$40.36 - $44.41 $7.75K - $8.53K
9.31K $396K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-652
- 1.86%
$88.45 - $91.41 $57.7K - $59.6K
34.5K $3.12M
DJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-562
- 9.54%
$46.32 - $47.23 $26K - $26.5K
5.33K $249K
PLUG
Plug Power Inc

Industrials
-9.5K
- 14.8%
$2.25 - $4.13 $21.4K - $39.2K
54.7K $123K
TT
Trane Technologies PLC

Industrials
-53
- 7.55%
$408.5 - $448.65 $21.7K - $23.8K
649 $271K
WM
Waste Management Inc

Industrials
-28
- 1.74%
$196.77 - $219.98 $5.51K - $6.16K
1.58K $331K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-118
- 0.26%
$99.87 - $101.27 $11.8K - $11.9K
45.4K $4.54M
SYK
Stryker Corp

Healthcare
-43
- 5.81%
$353.81 - $388.35 $15.2K - $16.7K
697 $251K
DOCU
Docusign, Inc.

Technology
-62
- 1.64%
$67.01 - $73.14 $4.15K - $4.53K
3.73K $252K
COP
Conocophillips

Energy
-50
- 1.75%
$85.66 - $95.46 $4.28K - $4.77K
2.81K $249K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-336
- 5.4%
$44.53 - $47.25 $15K - $15.9K
5.89K $268K
VOT
Vanguard Mid Cap Growth Index

ETFs
-34
- 4.41%
$279.76 - $298.12 $9.51K - $10.1K
737 $206K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-89
- 6.0%
$185.12 - $192.11 $16.5K - $17.1K
1.4K $261K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-128
- 3.34%
$137.47 - $143.13 $17.6K - $18.3K
3.71K $522K
DG
Dollar General Corp

Consumer Defensive
-191
- 7.14%
$95.94 - $106.44 $18.3K - $20.3K
2.49K $259K
VB
Vanguard Small Cap ETF

ETFs
-29
- 1.41%
$248.1 - $260.08 $7.19K - $7.54K
2.03K $507K
VO
Vanguard Mid Cap ETF

ETFs
-26
- 2.06%
$286.27 - $296.23 $7.44K - $7.7K
1.24K $354K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-302
- 4.23%
$46.85 - $47.44 $14.1K - $14.3K
6.84K $321K
CGDV
Capital Group Divid Value ETF

ETFs
-544
- 4.63%
$41.33 - $43.47 $22.5K - $23.6K
11.2K $480K
FUBO
Fubo Tv Inc.

Communication Services
-1.5K
- 11.45%
$3.46 - $4.08 $5.19K - $6.12K
11.6K $41K
DNL
Wiswisdomtree Tr

ETFs
-405
- 3.44%
$39.73 - $41.86 $16.1K - $17K
11.4K $464K
VOE
Vanguard Mid Cap Value Index F

ETFs
-52
- 1.21%
$169.53 - $176.53 $8.82K - $9.18K
4.25K $738K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
-600
- 2.44%
$12.13 - $13.22 $7.28K - $7.93K
24K $304K
TXN
Texas Instruments Inc

Technology
-38
- 1.83%
N/A
2.03K $395K
SPGI
S&P Global Inc.

Financial Services
-20
- 4.24%
$472.05 - $502.96 $9.44K - $10.1K
452 $221K
IEFA
Ishares Tr

ETFs
-454
- 2.01%
$86.09 - $89.88 $39.1K - $40.8K
22.1K $1.96M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-172
- 4.88%
$67.62 - $70.2 $11.6K - $12.1K
3.35K $231K
TROW
Price T Rowe Group Inc

Financial Services
-53
- 2.29%
$101.07 - $106.13 $5.36K - $5.62K
2.27K $230K
CINF
Cincinnati Financial Corp

Financial Services
-289
- 4.14%
$151.39 - $166.89 $43.8K - $48.2K
6.69K $1.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-372
- 1.9%
$24.85 - $25.28 $9.24K - $9.4K
19.2K $480K
XLP
Consumer Staples Sector Spdr

ETFs
-89
- 2.1%
N/A
4.15K $315K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-64
- 0.24%
$50.85 - $51.0 $3.25K - $3.26K
26.5K $1.35M
BXSL
Blackstone Secured Lending Fund

Financial Services
-559
- 3.89%
$25.02 - $27.16 $14K - $15.2K
13.8K $368K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
-142
- 4.36%
$72.75 - $76.17 $10.3K - $10.8K
3.11K $233K
ADME
ETF Ser Solutions Aptus Drawnd

ETFs
-84
- 0.32%
$50.35 - $52.33 $4.23K - $4.4K
26.5K $1.35M
CEG
Constellation Energy Corp

Utilities
-35
- 4.33%
$335.74 - $401.43 $11.8K - $14.1K
773 $261K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-122
- 0.39%
$50.33 - $50.81 $6.14K - $6.2K
31.3K $1.59M
CGGO
Capital Group Global Growth Eq

ETFs
-115
- 0.98%
$33.63 - $35.51 $3.87K - $4.08K
11.6K $396K
Annaly Capital Management In
-1.67K
- 2.89%
N/A
56.3K $0
Arm Holdings PLC
-46
- 1.54%
N/A
2.93K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
-213
- 1.72%
N/A
12.2K $0
Oaktree Specialty Lending CO
-34.6K
- 13.36%
N/A
224K $0
Ishares Bitcoin Trust ETF
-7.48K
- 24.75%
N/A
22.7K $0
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
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email