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
Inspire 500 ETF
5.07K
+ 73.66%
N/A
12K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
1.03K
+ 12.27%
N/A
9.44K $0
Lam Research Corporation
5.96K
+ 8.14%
N/A
79.1K $0
Ishares Ibonds Dec 2033 Term Treasury ETF
17.4K
New
N/A
17.4K $0
Linde PLC
476
+ 4.0%
N/A
12.4K $0
Labcorp Holdings Inc.
81
+ 1.1%
N/A
7.47K $0
HUBB
Hubbell Inc

Industrials
140
+ 24.73%
$330.91 - $456.86 $46.3K - $64K
706 $233K
AXON
Axon Enterprise, Inc.

Industrials
142
+ 11.98%
$496.65 - $710.01 $70.5K - $101K
1.33K $697K
EXPE
Expedia Group, Inc.

Consumer Cyclical
214
+ 9.07%
$157.11 - $206.52 $33.6K - $44.2K
2.57K $432K
EXR
Extra Space Storage Inc.

Real Estate
24
+ 0.27%
$143.8 - $161.28 $3.45K - $3.87K
8.98K $1.33M
MTB
M&T Bank Corp

Financial Services
122
+ 3.28%
$170.47 - $201.98 $20.8K - $24.6K
3.84K $686K
RMD
Resmed Inc

Healthcare
47
+ 0.89%
$219.7 - $257.65 $10.3K - $12.1K
5.34K $1.19M
ANSS
Ansys Inc

Technology
47
+ 3.13%
$316.56 - $360.36 $14.9K - $16.9K
1.55K $489K
SON
Sonoco Products CO

Consumer Cyclical
29
+ 0.25%
$44.71 - $49.22 $1.3K - $1.43K
11.5K $543K
QTEC
First Trust Nasdaq 100 Technol

ETFs
25
+ 1.74%
$173.56 - $210.67 $4.34K - $5.27K
1.46K $253K
NXPI
Nxp Semiconductors N.V.

Technology
190
+ 6.25%
$189.99 - $245.86 $36.1K - $46.7K
3.23K $614K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
55
+ 0.14%
$44.81 - $46.22 $2.46K - $2.54K
39.7K $1.79M
MGM
Mgm Resorts International

Consumer Cyclical
620
+ 8.25%
$29.64 - $40.37 $18.4K - $25K
8.14K $241K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.13K
+ 1.98%
$29.34 - $31.31 $62.5K - $66.7K
110K $3.26M
AVB
Avalonbay Communities Inc

Real Estate
9
+ 0.2%
$207.86 - $228.08 $1.87K - $2.05K
4.43K $950K
APO
Apollo Global Management, Inc.

Financial Services
816
+ 16.99%
$126.01 - $172.06 $103K - $140K
5.62K $769K
CF
Cf Industries Holdings, Inc.

Basic Materials
70
+ 1.62%
$75.03 - $97.25 $5.25K - $6.81K
4.39K $343K
ITT
Itt Inc.

Industrials
37
+ 1.71%
$128.71 - $153.88 $4.76K - $5.69K
2.2K $284K
RGA
Reinsurance Group Of America Inc

Financial Services
21
+ 1.12%
$186.01 - $231.1 $3.91K - $4.85K
1.89K $372K
NTRA
Natera, Inc.

Healthcare
46
+ 2.3%
$132.63 - $177.0 $6.1K - $8.14K
2.05K $289K
SF
Stifel Financial Corp

Financial Services
109
+ 3.46%
$91.62 - $117.6 $9.99K - $12.8K
3.26K $307K
RDY
Dr Reddys Laboratories LTD

Healthcare
601
+ 4.11%
$12.53 - $15.81 $7.53K - $9.5K
15.2K $200K
PNR
Pentair PLC

Industrials
14
+ 0.54%
$84.0 - $105.35 $1.18K - $1.47K
2.6K $227K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
18
+ 0.52%
$87.72 - $111.91 $1.58K - $2.01K
3.49K $315K
SYF
Synchrony Financial

Financial Services
2.54K
+ 18.04%
$51.9 - $70.63 $132K - $180K
16.6K $880K
CDW
Cdw Corp

Technology
32
+ 1.02%
$160.26 - $206.13 $5.13K - $6.6K
3.17K $508K
EIX
Edison International

Utilities
2.03K
+ 26.9%
$50.06 - $80.01 $101K - $162K
9.56K $563K
CMA
Comerica Inc

Financial Services
71
+ 0.46%
$56.11 - $68.38 $3.98K - $4.85K
15.6K $920K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
86
+ 2.7%
$109.48 - $136.56 $9.42K - $11.7K
3.27K $358K
IR
Ingersoll Rand Inc.

Industrials
883
+ 8.25%
$79.44 - $94.23 $70.1K - $83.2K
11.6K $926K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
16
+ 0.13%
$37.84 - $44.02 $605 - $704
12.8K $489K
CLX
Clorox CO

Consumer Defensive
32
+ 0.93%
$141.76 - $162.89 $4.54K - $5.21K
3.48K $512K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.21%
$318.51 - $391.75 $637 - $784
972 $316K
DFAT
Dimensional ETF Tr U S Target

ETFs
117
+ 0.8%
$50.44 - $58.1 $5.9K - $6.8K
14.7K $756K
TECH
Bio Techne Corp

Healthcare
73
+ 1.63%
$58.47 - $78.75 $4.27K - $5.75K
4.55K $266K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
111
+ 3.32%
$161.27 - $192.3 $17.9K - $21.3K
3.45K $556K
BLDR
Builders First Source, Inc.

Industrials
125
+ 2.92%
$122.8 - $173.51 $15.4K - $21.7K
4.4K $549K
SNOW
Snowflake Inc.

Technology
130
+ 1.26%
$146.16 - $192.78 $19K - $25.1K
10.4K $1.52M
BXP
Boston Properties Inc

Real Estate
380
+ 2.83%
$63.97 - $74.91 $24.3K - $28.5K
13.8K $927K
WTFC
Wintrust Financial Corp

Financial Services
58
+ 0.9%
$107.76 - $136.92 $6.25K - $7.94K
6.52K $733K
ACM
Aecom

Industrials
132
+ 2.13%
$92.54 - $111.05 $12.2K - $14.7K
6.33K $586K
OWL
Blue Owl Capital Inc.

Financial Services
509
+ 1.88%
$18.49 - $26.68 $9.41K - $13.6K
27.6K $552K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.62K
+ 4.53%
$120.24 - $134.3 $315K - $351K
60.3K $7.36M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.07K
+ 6.08%
$119.38 - $161.42 $128K - $173K
18.6K $2.23M
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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