United Capital Financial Advisers, LLC Purchases in Q1 2025

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
390K
+ 8.95%
$69.57 - $78.65 $27.1M - $30.7M
4.75M $359M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
370K
+ 15391.34%
$97.25 - $104.79 $36M - $38.8M
372K $38.6M
IVE
Ishares S&P 500 Value ETF

ETFs
137K
+ 38.24%
$185.78 - $198.58 $25.4M - $27.1M
494K $94.2M
OEF
Ishares S&P 100 ETF

ETFs
89.8K
+ 402.93%
N/A
112K $29.8M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
239K
+ 8.98%
$73.78 - $76.59 $17.7M - $18.3M
2.91M $223M
IEMG
Ishares Inc

ETFs
408K
+ 17.07%
N/A
2.79M $150M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
4.18K
+ 1.82%
$442.66 - $534.52 $1.85M - $2.23M
233K $124M
SPMD
Spdr Portfolio

ETFs
325K
+ 531.69%
$50.21 - $57.73 $16.3M - $18.8M
387K $19.8M
ASML
Asml Holding Nv

Technology
24K
+ 79.71%
$662.63 - $776.99 $15.9M - $18.7M
54.2K $35.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
226K
+ 5.28%
$34.83 - $37.52 $7.87M - $8.47M
4.5M $163M
VTV
Vanguard Value ETF

ETFs
33.3K
+ 2.45%
$167.73 - $179.21 $5.58M - $5.96M
1.39M $241M
HEI
Heico Corp

Industrials
35.1K
+ 3367.4%
$219.6 - $270.85 $7.71M - $9.51M
36.2K $9.66M
UBER
Uber Technologies, Inc

Technology
118K
+ 203.43%
$63.17 - $81.49 $7.48M - $9.65M
177K $12.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
77K
+ 13.82%
$168.16 - $186.21 $13M - $14.3M
635K $108M
NVO
Novo Nordisk A S

Healthcare
216K
+ 59.99%
$69.3 - $90.95 $15M - $19.7M
576K $40M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
211K
+ 244.75%
$36.63 - $37.45 $7.72M - $7.9M
297K $10.9M
JNJ
Johnson & Johnson

Healthcare
7.78K
+ 2.66%
$142.06 - $167.7 $1.1M - $1.3M
300K $49.7M
LLY
Eli Lilly & CO

Healthcare
5.6K
+ 12.53%
$725.72 - $929.72 $4.07M - $5.21M
50.3K $41.6M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
130K
+ 12.67%
$50.39 - $50.66 $6.55M - $6.58M
1.16M $58.5M
CL
Colgate Palmolive CO

Consumer Defensive
66.3K
+ 64.18%
$85.68 - $97.5 $5.68M - $6.46M
170K $15.9M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
263K
+ 3.34%
$22.25 - $23.0 $5.85M - $6.04M
8.13M $187M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
133K
+ 325.6%
$40.03 - $46.81 $5.32M - $6.22M
174K $7.08M
CRAI
Cra International, Inc.

Industrials
34.2K
+ 68.25%
$172.33 - $210.97 $5.9M - $7.22M
84.4K $14.6M
MDT
Medtronic PLC

Healthcare
6.35K
+ 1.37%
$79.84 - $94.5 $507K - $600K
471K $42.3M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
219K
+ 159.58%
$22.77 - $22.94 $4.99M - $5.03M
357K $8.18M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
98.3K
+ 62.53%
$50.87 - $51.09 $5M - $5.02M
255K $13M
HON
Honeywell International Inc

Industrials
25.3K
+ 104.95%
$202.75 - $226.52 $5.12M - $5.73M
49.4K $10.5M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
213K
+ 129.84%
$23.29 - $23.38 $4.96M - $4.98M
377K $8.81M
AMGN
Amgen Inc

Healthcare
6.25K
+ 10.79%
$258.59 - $327.36 $1.62M - $2.05M
64.2K $20M
XOM
Exxon Mobil Corp

Energy
16.3K
+ 6.31%
$105.44 - $118.93 $1.72M - $1.94M
275K $32.7M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
218K
+ 333.0%
$21.77 - $22.25 $4.74M - $4.84M
283K $6.3M
AMT
American Tower Corp

Real Estate
2.87K
+ 2.35%
$173.46 - $217.6 $498K - $625K
125K $27.3M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
214K
+ 272.12%
$22.11 - $22.43 $4.73M - $4.79M
292K $6.55M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
219K
+ 341.68%
$21.16 - $21.77 $4.63M - $4.77M
283K $6.16M
MA
Mastercard Inc

Financial Services
5.51K
+ 7.16%
$504.67 - $576.31 $2.78M - $3.17M
82.4K $45.2M
EMB
Ishares Tr

ETFs
48.7K
+ 37.55%
$88.64 - $92.03 $4.32M - $4.49M
179K $16.2M
ROP
Roper Technologies Inc

Industrials
2.84K
+ 7.15%
$502.71 - $593.81 $1.43M - $1.68M
42.5K $25.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
42.4K
+ 14.86%
$100.34 - $100.68 $4.25M - $4.27M
328K $33M
WSO
Watsco Inc

Industrials
7.83K
+ 102.78%
$463.86 - $530.75 $3.63M - $4.16M
15.5K $7.86M
UL
Unilever PLC

Consumer Defensive
42.1K
+ 7.02%
$54.72 - $60.29 $2.3M - $2.54M
641K $38.2M
ABT
Abbott Laboratories

Healthcare
677
+ 0.32%
$111.1 - $140.22 $75.2K - $94.9K
211K $28M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
27.6K
+ 3.8%
$95.85 - $99.25 $2.65M - $2.74M
755K $74.6M
IEF
Ishares Barclays

ETFs
37.5K
+ 897.99%
$91.17 - $95.39 $3.42M - $3.58M
41.7K $3.97M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.65K
+ 0.14%
$18.36 - $20.51 $67K - $74.8K
2.63M $52.1M
MORN
Morningstar, Inc.

Financial Services
12.5K
+ 96.58%
$282.49 - $334.73 $3.52M - $4.18M
25.4K $7.62M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
61.1K
New
$42.18 - $45.16 $2.58M - $2.76M
61.1K $2.7M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
11.4K
+ 0.56%
$50.82 - $52.7 $580K - $602K
2.05M $108M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
53.2K
+ 21.08%
$43.76 - $45.31 $2.33M - $2.41M
306K $13.8M
GS
Goldman Sachs Group Inc

Financial Services
4.91K
+ 70.31%
$524.81 - $672.19 $2.58M - $3.3M
11.9K $6.5M
Activity Summary
Buys All Purchases 563 New Holdings 61 Increased Positions 502 Sells All Sells 460 Reductions 460 Sold out 0 Options Calls 2 Puts 5
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