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
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
482
+ 3.5%
$208.48 - $244.03 $100K - $118K
14.2K $3.48M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.3K
+ 83.42%
$408.78 - $448.82 $531K - $583K
2.85K $1.2M
IWN
Ishares Russell2000 Val ETF

ETFs
3.92K
+ 90.1%
$149.27 - $169.4 $586K - $665K
8.28K $1.25M
KLAC
Kla Corp

Technology
421
+ 9.08%
$636.62 - $777.63 $268K - $327K
5.06K $3.44M
AIG
American International Group, Inc.

Financial Services
791
+ 2.51%
$70.5 - $86.94 $55.8K - $68.8K
32.3K $2.81M
NUE
Nucor Corp

Basic Materials
3.99K
+ 50.64%
$114.48 - $142.52 $456K - $568K
11.9K $1.43M
HEZU
Ishares Currency Hedged Msci E

ETFs
12.9K
New
$35.85 - $40.72 $462K - $524K
12.9K $501K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
22.9K
+ 6.81%
$23.19 - $23.5 $530K - $537K
359K $8.32M
NSC
Norfolk Southern Corp

Industrials
2.04K
+ 26.99%
$227.69 - $259.76 $464K - $530K
9.6K $2.27M
AES
Aes Corp

Utilities
42.9K
+ 54.47%
$9.93 - $13.23 $426K - $567K
122K $1.51M
MMM
3 M CO

Industrials
818
+ 3.87%
$129.7 - $155.12 $106K - $127K
22K $3.23M
CEG
Constellation Energy Corp

Utilities
3.48K
+ 38.8%
$201.63 - $347.44 $702K - $1.21M
12.4K $2.51M
KMB
Kimberly Clark Corp

Consumer Defensive
1.48K
+ 6.15%
$124.46 - $147.4 $184K - $218K
25.6K $3.64M
YUM
Yum Brands Inc

Consumer Cyclical
1.55K
+ 16.16%
$123.25 - $162.53 $191K - $252K
11.1K $1.75M
CRWD
Crowd Strike Holdings, Inc.

Technology
940
+ 7.4%
$308.86 - $455.36 $290K - $428K
13.6K $4.81M
UNP
Union Pacific Corp

Industrials
482
+ 1.13%
$225.21 - $254.42 $109K - $123K
43.1K $10.2M
GPC
Genuine Parts CO

Consumer Cyclical
3.64K
+ 46.6%
$115.91 - $129.02 $422K - $470K
11.5K $1.36M
EXC
Exelon Corp

Utilities
5.62K
+ 25.03%
$37.3 - $46.08 $210K - $259K
28.1K $1.29M
IBMP
Ishares Tr Ibonds December 202

ETFs
17.2K
+ 18.55%
$25.1 - $25.34 $432K - $436K
110K $2.78M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
17K
+ 18.86%
$25.08 - $25.39 $426K - $432K
107K $2.71M
VICI
Vici Properties Inc.

Real Estate
10.7K
+ 40.21%
$28.21 - $32.68 $301K - $348K
37.2K $1.21M
LNT
Alliant Energy Corp

Utilities
11
+ 0.01%
$56.66 - $66.04 $623 - $726
83.7K $5.39M
IBMO
Ishares Tr Ibonds December 202

ETFs
16.7K
+ 18.27%
$25.45 - $25.6 $425K - $428K
108K $2.76M
F
Ford Motor CO

Consumer Cyclical
42.2K
+ 79.04%
$9.12 - $10.43 $385K - $440K
95.7K $959K
ICE
Intercontinental Exchange, Inc.

Financial Services
605
+ 4.39%
$142.8 - $176.36 $86.4K - $107K
14.4K $2.48M
CRL
Charles River Laboratories International, Inc.

Healthcare
2.85K
New
$150.52 - $190.14 $429K - $542K
2.85K $428K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.84K
+ 25.47%
$221.78 - $273.45 $629K - $776K
14K $3.18M
EW
Edwards Lifesciences Corp

Healthcare
6.4K
+ 25.75%
$67.95 - $76.19 $435K - $488K
31.3K $2.27M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
18.6K
New
$21.92 - $22.89 $408K - $426K
18.6K $425K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
15.4K
+ 17.57%
$26.63 - $26.75 $411K - $413K
103K $2.76M
COF
Capital One Financial Corp

Financial Services
2.29K
+ 17.53%
$163.87 - $209.82 $375K - $480K
15.4K $2.75M
SLB
Schlumberger Limited

Energy
5.47K
+ 10.75%
$38.4 - $43.74 $210K - $239K
56.3K $2.35M
DVN
Devon Energy Corp

Energy
7.4K
+ 28.36%
$33.15 - $38.55 $245K - $285K
33.5K $1.25M
HCA
Hca Healthcare, Inc.

Healthcare
407
+ 7.19%
$296.7 - $345.55 $121K - $141K
6.07K $2.1M
SSB
South State Corp

Financial Services
4.14K
New
$89.4 - $108.33 $370K - $448K
4.14K $383K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
16.1K
+ 8.12%
N/A
214K $5.08M
AON
Aon PLC

Financial Services
391
+ 6.95%
$348.44 - $409.32 $136K - $160K
6.02K $2.4M
MNST
Monster Beverage Corp

Consumer Defensive
760
+ 1.35%
$46.16 - $58.58 $35.1K - $44.5K
56.9K $3.33M
SHEL
Shell PLC

Energy
1.34K
+ 5.15%
$62.84 - $73.29 $84K - $98K
27.3K $2M
NEM
Newmont Corp

Basic Materials
3.7K
+ 20.99%
$37.79 - $48.39 $140K - $179K
21.3K $1.03M
AEP
American Electric Power CO Inc

Utilities
477
+ 2.55%
$90.32 - $109.27 $43.1K - $52.1K
19.2K $2.09M
IYH
Ishares Tr

ETFs
1.16K
+ 1.03%
$58.32 - $62.76 $67.4K - $72.6K
113K $6.89M
XLU
Utilities Sector Spdr

ETFs
3.74K
+ 20.73%
$74.7 - $80.27 $279K - $300K
21.8K $1.72M
ET
Energy Transfer LP

Energy
18.5K
New
$17.26 - $21.08 $318K - $389K
18.5K $342K
MET
Metlife Inc

Financial Services
4.67K
+ 21.79%
$77.7 - $87.0 $363K - $406K
26.1K $2.09M
VT
Vanguard Total World Stk Index

ETFs
4.02K
+ 4.89%
$115.08 - $123.97 $462K - $498K
86.2K $9.99M
DG
Dollar General Corp

Consumer Defensive
3.03K
+ 51.5%
$68.44 - $87.93 $207K - $266K
8.91K $783K
ED
Consolidated Edison Inc

Utilities
1.11K
+ 10.96%
$88.0 - $110.59 $97.3K - $122K
11.2K $1.24M
C
Citigroup Inc

Financial Services
4.39K
+ 13.27%
$67.23 - $84.63 $295K - $371K
37.4K $2.66M
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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