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
ZS
Zscaler, Inc.

Technology
1.07K
New
$181.66 - $216.87 $195K - $232K
1.07K $212K
ESLT
Elbit Systems LTD

Industrials
551
New
$261.47 - $413.0 $144K - $228K
551 $211K
E
Eni Spa

Energy
6.84K
New
$27.51 - $31.47 $188K - $215K
6.84K $211K
HSBC
Hsbc Holdings PLC

Financial Services
450
+ 1.96%
$48.68 - $61.58 $21.9K - $27.7K
23.4K $1.35M
UHS
Universal Health Services Inc

Healthcare
1.11K
New
$163.99 - $193.27 $182K - $214K
1.11K $208K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.25K
New
$89.27 - $92.9 $201K - $209K
2.25K $208K
HIG
Hartford Financial Services Group, Inc.

Financial Services
267
+ 2.2%
$106.31 - $123.73 $28.4K - $33K
12.4K $1.53M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.36K
New
$132.75 - $177.12 $181K - $241K
1.36K $207K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.81K
+ 7.56%
$17.16 - $25.25 $31K - $45.6K
25.7K $613K
SU
Suncor Energy Inc

Energy
5.27K
New
$34.27 - $40.63 $181K - $214K
5.27K $204K
EQH
Equitable Holdings, Inc.

Financial Services
3.86K
New
$47.64 - $55.68 $184K - $215K
3.86K $201K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
9.67K
New
$20.57 - $21.12 $199K - $204K
9.67K $200K
AR
Antero Resources Corp

Energy
4.95K
New
$33.64 - $41.42 $167K - $205K
4.95K $200K
GOOD
Gladstone Commercial Corp

Real Estate
13.3K
New
$14.73 - $16.42 $196K - $219K
13.3K $199K
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
+ 1.9%
N/A
57.1K $10.4M
IXN
Ishares Global Information Tec

ETFs
3.81K
+ 36.05%
$75.73 - $88.4 $288K - $336K
14.4K $1.09M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
6.74K
+ 2.89%
$25.05 - $25.16 $169K - $170K
240K $6.03M
EQT
Eqt Corp

Energy
1.68K
+ 12.32%
$46.16 - $54.25 $77.7K - $91.4K
15.4K $820K
O
Realty Income Corp

Real Estate
2.11K
+ 14.49%
$51.67 - $58.49 $109K - $123K
16.7K $967K
HBAN
Huntington Bancshares Inc

Financial Services
17.3K
+ 30.34%
$14.28 - $17.39 $247K - $301K
74.4K $1.12M
IDEV
Ishares Core Msci Intl Develop

ETFs
100
+ 0.25%
$63.77 - $71.36 $6.38K - $7.14K
40.9K $2.82M
ENB
Enbridge Inc

Energy
3.54K
+ 22.22%
$41.54 - $45.45 $147K - $161K
19.5K $862K
BHP
Bhp Group LTD

Basic Materials
3.85K
+ 27.69%
$48.18 - $52.11 $186K - $201K
17.8K $862K
TRGP
Targa Resources Corp.

Energy
365
+ 7.39%
$178.44 - $217.22 $65.1K - $79.3K
5.31K $1.06M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.27K
+ 1.83%
$25.81 - $28.52 $58.5K - $64.6K
126K $3.48M
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
4.27K
+ 77.55%
$42.86 - $45.92 $183K - $196K
9.77K $423K
MSTR
Microstrategy Inc

Technology
620
+ 27.05%
$239.27 - $396.5 $148K - $246K
2.91K $839K
LKQ
Lkq Corp

Consumer Cyclical
3.22K
+ 50.08%
$36.24 - $44.05 $117K - $142K
9.66K $410K
SHW
Sherwin Williams CO

Basic Materials
357
+ 7.69%
$330.16 - $365.55 $118K - $131K
5K $1.75M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
759
+ 7.34%
$46.15 - $63.53 $35K - $48.2K
11.1K $683K
VTR
Ventas, Inc.

Real Estate
324
+ 2.25%
$56.9 - $70.47 $18.4K - $22.8K
14.7K $1.01M
ETR
Entergy Corp

Utilities
446
+ 3.48%
$75.26 - $87.89 $33.6K - $39.2K
13.2K $1.13M
GAIN
Gladstone Investment Corporation\De

Financial Services
12K
New
$12.65 - $13.97 $152K - $168K
12K $160K
SBAC
Sba Communications Corp

Real Estate
453
+ 12.67%
$192.76 - $224.91 $87.3K - $102K
4.03K $886K
DASH
Door Dash, Inc.

Communication Services
429
+ 8.27%
$168.37 - $213.38 $72.2K - $91.5K
5.61K $1.03M
MPC
Marathon Petroleum Corp

Energy
495
+ 3.59%
$134.72 - $159.03 $66.7K - $78.7K
14.3K $2.08M
DTE
Dte Energy CO

Utilities
343
+ 5.67%
$117.6 - $138.27 $40.3K - $47.4K
6.39K $883K
NET
Cloudflare, Inc.

Technology
1.2K
+ 34.84%
$110.71 - $176.5 $133K - $213K
4.66K $525K
CHTR
Charter Communications, Inc.

Communication Services
150
+ 4.11%
$334.89 - $384.77 $50.2K - $57.7K
3.8K $1.4M
OGN
Organon & Co.

Healthcare
10.1K
New
$14.29 - $16.41 $144K - $165K
10.1K $149K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
6.01K
+ 50.34%
$24.07 - $24.5 $145K - $147K
18K $435K
FAST
Fastenal CO

Industrials
875
+ 6.44%
$71.11 - $79.98 $62.2K - $70K
14.5K $1.12M
PARA
Paramount Global

Communication Services
12.1K
New
$10.16 - $12.14 $123K - $147K
12.1K $144K
VLO
Valero Energy Corp

Energy
81
+ 0.58%
$121.76 - $142.99 $9.86K - $11.6K
14K $1.85M
VRSN
Verisign Inc

Technology
142
+ 6.52%
$205.1 - $254.74 $29.1K - $36.2K
2.32K $589K
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.31K
+ 8.03%
$35.35 - $42.74 $46.2K - $55.8K
17.6K $726K
LYG
Lloyds Banking Group PLC

Financial Services
684
+ 0.57%
$2.58 - $3.9 $1.76K - $2.67K
121K $463K
ARCC
Ares Capital Corp

Financial Services
5.8K
+ 35.37%
$21.28 - $23.81 $123K - $138K
22.2K $492K
PFG
Principal Financial Group Inc

Financial Services
1.07K
+ 18.82%
$76.34 - $89.04 $81.5K - $95K
6.74K $568K
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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