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
KR
Kroger CO

Consumer Defensive
2.87K
+ 14.14%
$58.36 - $67.72 $168K - $195K
23.2K $1.57M
CSX
Csx Corp

Industrials
23.7K
+ 18.13%
$29.11 - $33.67 $689K - $797K
154K $4.54M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
6.81K
New
$43.6 - $49.84 $297K - $339K
6.81K $323K
ADGI
Adagio Therapeutics, Inc.

Healthcare
96.5K
New
N/A
96.5K $319K
FSMD
Fidelity Covington Tr Small Mi

ETFs
8.14K
New
$38.04 - $43.22 $310K - $352K
8.14K $318K
NJR
New Jersey Resources Corp

Utilities
5.93K
+ 61.52%
$45.25 - $49.37 $268K - $293K
15.6K $763K
IOT
Samsara Inc.

Technology
8.15K
New
$34.06 - $60.96 $278K - $497K
8.15K $312K
SCHW
Schwab Charles Corp

Financial Services
1.89K
+ 4.99%
$71.24 - $83.64 $135K - $158K
39.7K $3.11M
BAX
Baxter International Inc

Healthcare
7.7K
+ 91.21%
$29.26 - $36.57 $225K - $282K
16.1K $552K
TRV
Travelers Companies, Inc.

Financial Services
375
+ 4.3%
$232.43 - $265.13 $87.2K - $99.4K
9.1K $2.41M
STZ
Constellation Brands, Inc.

Consumer Defensive
2.41K
+ 61.66%
$161.05 - $222.93 $389K - $538K
6.33K $1.16M
SAN
Banco Santander, S.A.

Financial Services
5.45K
+ 4.53%
$4.46 - $7.14 $24.3K - $38.9K
126K $842K
SE
Sea LTD

Consumer Cyclical
2.24K
New
$104.87 - $146.31 $235K - $328K
2.24K $292K
FNDX
Schwab Fundamental U S Large C

ETFs
12.4K
New
$23.03 - $25.01 $286K - $310K
12.4K $292K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11.3K
+ 12.19%
$23.9 - $24.18 $269K - $273K
104K $2.51M
AMOT
Allied Motion Technologies Inc

Technology
10.5K
New
N/A
10.5K $292K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
11.5K
+ 15.4%
$22.61 - $23.14 $261K - $267K
86.5K $2M
BK
Bank Of New York Mellon Corp

Financial Services
794
+ 2.53%
$75.42 - $88.95 $59.9K - $70.6K
32.1K $2.69M
WMB
Williams Companies, Inc.

Energy
2.82K
+ 13.73%
$54.02 - $61.09 $153K - $173K
23.4K $1.4M
AWK
American Water Works Company, Inc.

Utilities
1.04K
+ 18.88%
$121.01 - $149.31 $125K - $155K
6.52K $962K
ING
Ing Groep Nv

Financial Services
1.83K
+ 2.94%
$15.51 - $20.74 $28.4K - $37.9K
64.1K $1.26M
TDG
Trans Digm Group Inc

Industrials
97
+ 7.87%
$1251.32 - $1394.11 $121K - $135K
1.33K $1.84M
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.5K
New
$41.74 - $43.57 $271K - $283K
6.5K $273K
MCO
Moodys Corp

Financial Services
724
+ 8.69%
$437.8 - $527.48 $317K - $382K
9.05K $4.22M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
274
+ 5.55%
$80.53 - $147.57 $22.1K - $40.4K
5.21K $688K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
6.42K
+ 72.93%
$41.17 - $45.22 $264K - $290K
15.2K $645K
CYBR
Cyber Ark Software Ltd.

Technology
781
+ 100.51%
$312.8 - $414.31 $244K - $324K
1.56K $526K
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.7K
New
$24.05 - $24.86 $258K - $267K
10.7K $266K
BP
Bp PLC

Energy
2.92K
+ 7.51%
$29.93 - $35.31 $87.5K - $103K
41.8K $1.41M
BCE
Bce Inc

Communication Services
11.3K
New
$22.14 - $25.18 $251K - $286K
11.3K $260K
HWM
Howmet Aerospace Inc.

Industrials
488
+ 5.24%
$110.79 - $139.39 $54.1K - $68K
9.8K $1.27M
KMI
Kinder Morgan, Inc.

Energy
4.7K
+ 4.54%
$26.1 - $31.22 $123K - $147K
108K $3.08M
FR
First Industrial Realty Trust Inc

Real Estate
4.67K
New
$48.46 - $57.99 $226K - $271K
4.67K $251K
AFL
Aflac Inc

Financial Services
250
+ 0.9%
$100.99 - $111.19 $25.2K - $27.8K
27.9K $3.11M
OKE
Oneok Inc

Energy
2.65K
+ 11.49%
$89.57 - $109.85 $237K - $291K
25.7K $2.55M
PTC
Ptc Inc.

Technology
1.5K
New
$153.3 - $193.48 $229K - $290K
1.5K $231K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
7.88K
+ 3.47%
$26.64 - $27.14 $210K - $214K
235K $6.3M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.52K
+ 106.4%
$36.14 - $40.81 $236K - $266K
12.6K $468K
PPC
Pilgrims Pride Corp

Consumer Defensive
4.22K
New
$44.52 - $55.93 $188K - $236K
4.22K $229K
PNW
Pinnacle West Capital Corp

Utilities
2.33K
New
$81.76 - $95.25 $191K - $222K
2.33K $222K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.46K
New
$47.74 - $65.16 $165K - $225K
3.46K $220K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.22K
+ 1.15%
$11.66 - $14.98 $14.2K - $18.3K
108K $1.47M
HES
Hess Corp

Energy
309
+ 4.86%
$135.42 - $160.52 $41.8K - $49.6K
6.66K $1.06M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
802
+ 0.22%
$24.73 - $25.62 $19.8K - $20.5K
358K $9.15M
MELI
Mercadolibre Inc

Consumer Cyclical
28
+ 4.35%
$1739.0 - $2260.0 $48.7K - $63.3K
671 $1.31M
IYF
Ishares Tr

ETFs
254
+ 0.31%
$107.69 - $119.37 $27.4K - $30.3K
82.9K $9.35M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.31K
New
$48.43 - $49.9 $209K - $215K
4.31K $214K
ISMD
Northern Lts Fd Tr Iv

ETFs
6.89K
+ 108.96%
$33.87 - $38.9 $233K - $268K
13.2K $451K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.88K
New
$20.2 - $22.24 $199K - $220K
9.88K $212K
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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