United Capital Financial Advisers, LLC Purchases in Q1 2025

United Capital Financial Advisers, LLC

Stock	Shares change	Price Range	Shares Held
ARES Ares Management Corp Financial Services	11.7K + 7.46%	$140.19 - $198.28 $1.65M - $2.33M	169K $24.8M
IRM Iron Mountain Inc Real Estate	905 + 0.5%	$82.79 - $111.31 $74.9K - $101K	184K $15.8M
IJR Ishares Core S&P Sm Cap ETF ETFs	77.9K + 7.03%	$102.49 - $119.96 $7.99M - $9.35M	1.19M $124M
CRM Salesforce, Inc. Technology	1.07K + 0.97%	$268.36 - $359.95 $286K - $383K	111K $29.8M
KKR Kkr & Co. Inc. Financial Services	2.04K + 0.8%	$108.17 - $167.07 $221K - $341K	258K $29.8M
TSLA Tesla, Inc. Consumer Cyclical	733 + 0.85%	$222.15 - $428.22 $163K - $314K	86.9K $22.5M
AMZN Amazon Com Inc Consumer Cyclical	8.55K + 1.57%	$190.26 - $242.06 $1.63M - $2.07M	555K $106M
GOOGL Alphabet Inc. Communication Services	41.5K + 6.22%	$154.33 - $206.19 $6.41M - $8.56M	709K $110M
VUG Vanguard Growth ETF ETFs	8.26K + 1.58%	$369.1 - $427.61 $3.05M - $3.53M	530K $197M
IVV Ishares Core S&P 500 ETF ETFs	14.6K + 1.5%	$554.06 - $615.85 $8.07M - $8.97M	985K $553M
MSFT Microsoft Corp Technology	28.2K + 4.53%	$375.39 - $447.2 $10.6M - $12.6M	650K $244M
NVDA Nvidia Corp Technology	58.3K + 3.82%	$106.98 - $149.43 $6.23M - $8.71M	1.59M $172M
AAPL Apple Inc. Technology	27.4K + 1.9%	$209.68 - $247.1 $5.75M - $6.77M	1.47M $326M

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

Stay updated on United Capital Financial Advisers, LLC with notifications on news.