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
PM
Philip Morris International Inc.

Consumer Defensive
2.61K
+ 4.87%
$117.15 - $158.79 $306K - $415K
56.3K $8.93M
CVS
Cvs Health Corp

Healthcare
26.1K
+ 94.04%
$44.22 - $68.64 $1.15M - $1.79M
53.9K $3.65M
MDLZ
Mondelez International, Inc.

Consumer Defensive
17.5K
+ 13.36%
$56.12 - $68.15 $981K - $1.19M
148K $10.1M
UBSI
United Bankshares Inc

Financial Services
60.3K
New
$34.03 - $39.27 $2.05M - $2.37M
60.3K $2.09M
KNSL
Kinsale Capital Group, Inc.

Financial Services
2.53K
+ 7.57%
$416.48 - $494.72 $1.05M - $1.25M
35.9K $17.5M
MUB
Ishares National Muni Bond ETF

ETFs
22.9K
+ 3.83%
$104.71 - $107.69 $2.4M - $2.47M
620K $65.4M
NFLX
Netflix Inc

Communication Services
715
+ 3.02%
$828.4 - $1058.6 $592K - $757K
24.4K $22.7M
GE
General Electric CO

Industrials
1.31K
+ 3.24%
$168.59 - $212.13 $221K - $278K
41.8K $8.36M
IBM
International Business Machines Corp

Technology
1.37K
+ 3.25%
$217.4 - $264.74 $298K - $363K
43.5K $10.8M
NEE
Nextera Energy Inc

Utilities
22.7K
+ 19.18%
$66.96 - $76.16 $1.52M - $1.73M
141K $9.99M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
65.6K
New
$19.55 - $20.33 $1.28M - $1.33M
65.6K $1.33M
FFBC
First Financial Bancorp

Financial Services
53.3K
New
$24.25 - $29.06 $1.29M - $1.55M
53.3K $1.33M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 25.0%
$663000.0 - $801950.0 $663K - $802K
5 $3.99M
NDAQ
Nasdaq, Inc.

Financial Services
21.5K
+ 8.24%
$72.17 - $83.76 $1.55M - $1.8M
283K $21.5M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
602
+ 5.3%
$402.49 - $513.76 $242K - $309K
12K $5.8M
BMY
Bristol Myers Squibb CO

Healthcare
6.24K
+ 3.46%
$53.9 - $63.11 $336K - $394K
186K $11.4M
VGSH
Vanguard

ETFs
18.7K
+ 14.27%
$58.07 - $58.69 $1.09M - $1.1M
150K $8.8M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
58.8K
+ 472.88%
$19.0 - $19.66 $1.12M - $1.16M
71.3K $1.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
10.4K
+ 6.61%
$56.51 - $62.98 $588K - $656K
168K $10.2M
INTC
Intel Corp

Technology
33K
+ 23.44%
$19.1 - $27.39 $630K - $903K
174K $3.94M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
44.2K
+ 479.85%
$24.21 - $25.09 $1.07M - $1.11M
53.4K $1.33M
VGIT
Vanguard Intermediate Term Tre

ETFs
15.6K
+ 13.57%
$57.44 - $59.4 $898K - $929K
131K $7.77M
NSSC
Napco Security Technologies, Inc

Industrials
104K
+ 98.03%
$23.02 - $37.2 $2.39M - $3.86M
210K $4.83M
PLTR
Palantir Technologies Inc.

Technology
8.87K
+ 24.97%
$64.98 - $124.62 $576K - $1.1M
44.4K $3.74M
CI
Cigna Corp

Healthcare
989
+ 7.76%
$274.49 - $329.0 $271K - $325K
13.7K $4.52M
MCD
Mcdonalds Corp

Consumer Cyclical
1.01K
+ 3.57%
$279.74 - $321.29 $283K - $325K
29.3K $9.16M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
39.1K
+ 103.62%
$23.28 - $23.95 $910K - $936K
76.8K $1.82M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
17.8K
+ 36.66%
$45.92 - $47.58 $816K - $846K
66.3K $3.15M
DUK
Duke Energy Corp

Utilities
2.25K
+ 5.27%
$105.87 - $121.97 $239K - $275K
45K $5.49M
GLD
Spdr Gold Trust

ETFs
1.48K
+ 15.34%
$243.19 - $288.14 $359K - $426K
11.1K $3.2M
ELV
Elevance Health, Inc.

Healthcare
1.06K
+ 17.4%
$365.9 - $436.25 $388K - $463K
7.16K $3.11M
TXN
Texas Instruments Inc

Technology
4.15K
+ 8.5%
N/A
53K $10.3M
BIBL
Northern Lts Fd Tr Iv

ETFs
21.3K
+ 74.79%
$37.55 - $41.94 $800K - $894K
49.8K $1.91M
WELL
Welltower Inc.

Real Estate
1.57K
+ 7.75%
$124.05 - $156.86 $195K - $247K
21.9K $3.35M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
9.78K
+ 75.24%
$68.32 - $75.06 $668K - $734K
22.8K $1.7M
CMF
Ishares California Muni Bond E

ETFs
15.4K
+ 17.87%
$55.93 - $57.47 $859K - $882K
101K $5.7M
PLD
Prologis, Inc.

Real Estate
3.6K
+ 6.74%
$103.59 - $124.04 $373K - $447K
57K $6.37M
CCI
Crown Castle International Corp

Real Estate
2.71K
+ 8.28%
$84.33 - $106.39 $228K - $288K
35.4K $3.69M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
31.2K
+ 5.96%
$23.03 - $23.17 $718K - $722K
554K $12.8M
PSX
Phillips 66

Energy
3K
+ 8.63%
$113.93 - $131.55 $342K - $395K
37.8K $4.66M
AZO
Autozone Inc

Consumer Cyclical
4
+ 0.36%
$3193.96 - $3828.11 $12.8K - $15.3K
1.12K $4.29M
BSX
Boston Scientific Corp

Healthcare
1.92K
+ 4.58%
$89.38 - $106.18 $172K - $204K
43.9K $4.43M
SPOT
Spotify Technology S.A.

Communication Services
98
+ 1.62%
$457.79 - $648.32 $44.9K - $63.5K
6.16K $3.39M
TPIF
Timothy Plan Intl ETF (De)

ETFs
20.9K
+ 79.62%
$26.06 - $29.44 $544K - $614K
47.1K $1.35M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
19.6K
+ 84.27%
$28.66 - $31.72 $562K - $622K
42.9K $1.32M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.07K
+ 6.74%
$114.57 - $118.14 $466K - $481K
64.5K $7.62M
MU
Micron Technology Inc

Technology
6.33K
+ 25.43%
$86.89 - $109.38 $550K - $693K
31.2K $2.71M
WM
Waste Management Inc

Industrials
651
+ 4.5%
$200.54 - $233.78 $131K - $152K
15.1K $3.5M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
14.5K
+ 152.0%
$38.0 - $38.88 $551K - $563K
24K $918K
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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