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
CCL
Carnival Corp

Consumer Cyclical
2.74K
+ 10.67%
$19.08 - $28.49 $52.3K - $78K
28.4K $554K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
506
+ 3.63%
$18.53 - $29.07 $9.38K - $14.7K
14.4K $273K
LVS
Las Vegas Sands Corp

Consumer Cyclical
359
+ 4.25%
$38.18 - $50.93 $13.7K - $18.3K
8.81K $340K
DOW
Dow Inc.

Basic Materials
605
+ 2.69%
$34.36 - $41.92 $20.8K - $25.4K
23.1K $805K
CARR
Carrier Global Corp

Industrials
1.18K
+ 3.33%
$62.07 - $70.55 $73.2K - $83.2K
36.6K $2.32M
KEY
Keycorp

Financial Services
374
+ 0.41%
$15.15 - $18.3 $5.67K - $6.84K
90.9K $1.45M
PRU
Prudential Financial Inc

Financial Services
85
+ 0.54%
$105.04 - $122.33 $8.93K - $10.4K
15.9K $1.78M
AFRM
Affirm Holdings, Inc.

Technology
30
+ 0.45%
$43.7 - $80.98 $1.31K - $2.43K
6.73K $304K
RF
Regions Financial Corp

Financial Services
874
+ 1.27%
$20.84 - $24.77 $18.2K - $21.6K
69.9K $1.52M
VGT
Vanguard Information Technolog

ETFs
358
+ 9.39%
$542.38 - $646.34 $194K - $231K
4.17K $2.26M
TER
Teradyne, Inc

Technology
280
+ 8.66%
$82.6 - $140.0 $23.1K - $39.2K
3.51K $290K
WDC
Western Digital Corp

Technology
418
+ 5.94%
$40.43 - $72.03 $16.9K - $30.1K
7.46K $301K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
459
+ 5.44%
$203.38 - $274.79 $93.4K - $126K
8.89K $1.83M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
931
+ 0.97%
$25.58 - $29.24 $23.8K - $27.2K
97K $2.54M
MS
Morgan Stanley

Financial Services
1.98K
+ 4.97%
$111.68 - $141.08 $221K - $279K
41.8K $4.87M
RJF
Raymond James Financial Inc

Financial Services
225
+ 2.19%
$137.62 - $172.64 $31K - $38.8K
10.5K $1.46M
FIS
Fidelity National Information Services, Inc.

Technology
185
+ 0.65%
$68.12 - $83.42 $12.6K - $15.4K
28.7K $2.14M
BALL
Ball Corp

Consumer Cyclical
8.92K
+ 3.94%
$49.04 - $56.53 $437K - $504K
235K $12.2M
GM
General Motors CO

Consumer Cyclical
289
+ 0.88%
$45.22 - $54.92 $13.1K - $15.9K
33K $1.55M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.54K
+ 1.78%
$59.61 - $66.71 $91.6K - $102K
87.7K $5.3M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
1.83K
+ 5.51%
$14.67 - $22.01 $26.9K - $40.3K
35.1K $539K
MCHP
Microchip Technology Inc

Technology
714
+ 2.8%
$48.41 - $64.3 $34.6K - $45.9K
26.2K $1.27M
SQ
Block, Inc.

Technology
469
+ 5.69%
$54.04 - $92.95 $25.3K - $43.6K
8.72K $498K
PNC
Pnc Financial Services Group, Inc.

Financial Services
38
+ 0.3%
$168.84 - $202.89 $6.42K - $7.71K
12.6K $2.22M
PFE
Pfizer Inc

Healthcare
208
+ 0.11%
$25.01 - $27.13 $5.2K - $5.64K
187K $4.75M
SNPS
Synopsys Inc

Technology
23
+ 0.52%
$428.58 - $551.54 $9.86K - $12.7K
4.43K $1.9M
LEN
Lennar Corp

Consumer Cyclical
221
+ 1.77%
$113.93 - $141.54 $25.2K - $31.3K
12.7K $1.46M
AMAT
Applied Materials Inc

Technology
1.64K
+ 5.88%
$145.06 - $195.51 $238K - $321K
29.6K $4.29M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
118
+ 0.43%
$47.79 - $59.89 $5.64K - $7.07K
27.6K $1.38M
COIN
Coinbase Global, Inc.

Technology
262
+ 6.12%
$172.23 - $301.3 $45.1K - $78.9K
4.54K $782K
INTU
Intuit Inc

Technology
621
+ 1.35%
$555.63 - $630.23 $345K - $391K
46.5K $28.5M
DAL
Delta Air Lines, Inc.

Industrials
336
+ 1.71%
$43.6 - $69.06 $14.6K - $23.2K
20K $870K
PWR
Quanta Services, Inc.

Industrials
634
+ 8.04%
$236.71 - $358.03 $150K - $227K
8.52K $2.16M
TMO
Thermo Fisher Scientific Inc.

Healthcare
462
+ 1.68%
$497.6 - $606.74 $230K - $280K
28K $13.9M
DDOG
Datadog, Inc.

Technology
156
+ 1.56%
$98.68 - $151.89 $15.4K - $23.7K
10.1K $1.01M
EQIX
Equinix Inc

Real Estate
5
+ 0.15%
$803.0 - $959.97 $4.02K - $4.8K
3.41K $2.78M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
47
+ 0.06%
$60.91 - $71.4 $2.86K - $3.36K
84.8K $5.27M
MRVL
Marvell Technology, Inc.

Technology
456
+ 4.62%
$61.57 - $126.06 $28.1K - $57.5K
10.3K $635K
BX
Blackstone Inc.

Financial Services
326
+ 2.03%
$136.53 - $186.74 $44.5K - $60.9K
16.3K $2.28M
QCRH
Qcr Holdings Inc

Financial Services
384
+ 0.62%
$71.32 - $81.55 $27.4K - $31.3K
62.4K $4.45M
CDNS
Cadence Design Systems Inc

Technology
134
+ 0.96%
$233.96 - $324.52 $31.4K - $43.5K
14.2K $3.6M
IWM
Ishares Russell 2000 ETF

ETFs
3.26K
+ 5.53%
$198.1 - $229.79 $645K - $748K
62.2K $12.4M
WDAY
Workday, Inc.

Technology
2.15K
+ 4.46%
$233.53 - $277.82 $502K - $597K
50.3K $11.7M
ALGN
Align Technology Inc

Healthcare
7
+ 0.05%
$158.86 - $234.89 $1.11K - $1.64K
15.3K $2.43M
UPS
United Parcel Service Inc

Industrials
1.59K
+ 2.11%
$109.66 - $136.26 $175K - $217K
76.9K $8.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
119
+ 0.25%
$468.34 - $539.52 $55.7K - $64.2K
47K $22M
LOW
Lowes Companies Inc

Consumer Cyclical
233
+ 0.15%
$222.66 - $268.42 $51.9K - $62.5K
156K $36.3M
DHR
Danaher Corp

Healthcare
648
+ 0.63%
$201.62 - $250.59 $131K - $162K
104K $21.3M
NKE
Nike, Inc.

Consumer Cyclical
6.21K
+ 2.69%
$63.29 - $81.72 $393K - $508K
237K $15.1M
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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