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
AVK
Advent Convertible & Income Fund

Financial Services
11.2K
New
$11.44 - $12.34 $128K - $138K
11.2K $128K
PDI
Pimco Dynamic Income Fund

Financial Services
5.62K
+ 51.09%
$18.51 - $20.05 $104K - $113K
16.6K $329K
WTRG
Essential Utilities, Inc.

Utilities
2.62K
+ 36.37%
$33.49 - $40.57 $87.7K - $106K
9.82K $388K
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.36K
+ 9.08%
$56.17 - $59.71 $133K - $141K
28.4K $1.62M
VDC
Vanguard Consumer Staples ETF

ETFs
458
+ 13.98%
$206.54 - $226.16 $94.6K - $104K
3.74K $817K
EBAY
Ebay Inc

Consumer Cyclical
851
+ 7.46%
$61.61 - $70.93 $52.4K - $60.4K
12.3K $830K
MOH
Molina Healthcare, Inc.

Healthcare
259
+ 27.04%
$266.57 - $333.27 $69K - $86.3K
1.22K $400K
WCN
Waste Connections, Inc.

Industrials
379
+ 18.51%
$169.89 - $195.19 $64.4K - $74K
2.43K $473K
DXCM
Dexcom Inc

Healthcare
4.21K
+ 23.83%
$67.74 - $90.75 $285K - $382K
21.9K $1.49M
SLV
I Shares Silver Trust

ETFs
2.53K
+ 29.49%
$26.93 - $31.32 $68.1K - $79.2K
11.1K $344K
FSLY
Fastly, Inc.

Technology
18.7K
New
$6.33 - $10.92 $118K - $204K
18.7K $118K
EPD
Enterprise Products Partners L.P.

Energy
2.03K
+ 11.39%
$31.75 - $34.14 $64.4K - $69.2K
19.8K $676K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
5.02K
+ 18.64%
$12.89 - $15.19 $64.7K - $76.2K
31.9K $474K
GLP
Global Partners LP

Energy
198
+ 1.28%
$46.0 - $59.88 $9.11K - $11.9K
15.7K $836K
SOFI
So Fi Technologies, Inc.

Financial Services
10K
New
$11.18 - $18.03 $112K - $181K
10K $116K
PUK
Prudential PLC

Financial Services
1.79K
+ 12.81%
$14.54 - $21.92 $26.1K - $39.3K
15.8K $339K
FISV
Fiserv Inc

Technology
909
+ 3.09%
N/A
30.3K $3.79M
CBT
Cabot Corp

Basic Materials
1.65K
+ 57.36%
$81.12 - $92.51 $134K - $153K
4.54K $377K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
2.1K
+ 7.98%
$50.24 - $50.57 $105K - $106K
28.4K $1.43M
CTVA
Corteva, Inc.

Basic Materials
258
+ 1.59%
$55.94 - $66.15 $14.4K - $17.1K
16.5K $1.04M
DRI
Darden Restaurants Inc

Consumer Cyclical
110
+ 2.57%
$180.02 - $208.56 $19.8K - $22.9K
4.39K $911K
AEE
Ameren Corp

Utilities
383
+ 5.83%
$86.87 - $103.67 $33.3K - $39.7K
6.95K $697K
OMC
Omnicom Group Inc.

Communication Services
1.6K
+ 21.54%
$79.43 - $88.34 $127K - $142K
9.05K $750K
FTNT
Fortinet, Inc.

Technology
821
+ 4.94%
$92.49 - $114.57 $75.9K - $94.1K
17.4K $1.68M
IBDV
Ishares Tr

Technology
3.91K
+ 5.9%
$21.11 - $21.73 $82.5K - $85K
70.2K $1.53M
NGG
National Grid PLC

Utilities
1.05K
+ 16.61%
$56.13 - $65.61 $58.9K - $68.8K
7.36K $483K
BKR
Baker Hughes CO

Energy
1.2K
+ 6.3%
$41.16 - $48.85 $49.4K - $58.6K
20.2K $889K
SCCO
Southern Copper Corp

Basic Materials
1.04K
+ 25.26%
$85.92 - $101.48 $89.7K - $106K
5.18K $483K
HSY
Hershey CO

Consumer Defensive
600
+ 23.05%
$144.74 - $186.36 $86.8K - $112K
3.2K $547K
APD
Air Products & Chemicals, Inc.

Basic Materials
12
+ 0.06%
$283.24 - $338.07 $3.4K - $4.06K
21.2K $6.26M
RIO
Rio Tinto PLC

Basic Materials
1.59K
+ 20.95%
$58.19 - $64.29 $92.3K - $102K
9.16K $550K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
14K
New
$7.39 - $9.09 $103K - $127K
14K $103K
WEC
Wec Energy Group, Inc.

Utilities
440
+ 11.93%
$92.12 - $108.98 $40.5K - $48K
4.13K $449K
CHD
Church & Dwight CO Inc

Consumer Defensive
101
+ 0.6%
$101.42 - $113.2 $10.2K - $11.4K
16.8K $1.85M
BRO
Brown & Brown, Inc.

Financial Services
223
+ 6.81%
$100.54 - $124.4 $22.4K - $27.7K
3.5K $435K
CTRA
Coterra Energy Inc.

Energy
2.06K
+ 17.59%
$25.51 - $29.83 $52.6K - $61.5K
13.8K $398K
OKTA
Okta, Inc.

Technology
87
+ 2.59%
$78.83 - $116.72 $6.86K - $10.2K
3.44K $362K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.54K
+ 4.24%
$42.05 - $43.43 $64.9K - $67.1K
38K $1.65M
HII
Huntington Ingalls Industries, Inc.

Industrials
398
+ 36.82%
$159.75 - $208.61 $63.6K - $83K
1.48K $301K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
1.54K
+ 36.45%
$42.3 - $53.69 $64.9K - $82.4K
5.75K $299K
IP
International Paper CO

Consumer Cyclical
1.92K
+ 14.87%
$49.38 - $60.09 $94.8K - $115K
14.8K $791K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.65K
+ 32.38%
$69.82 - $78.67 $115K - $129K
6.73K $473K
TTWO
Take Two Interactive Software Inc

Communication Services
219
+ 10.1%
$178.61 - $217.95 $39.1K - $47.7K
2.39K $494K
CMS
Cms Energy Corp

Utilities
199
+ 2.12%
$64.99 - $75.11 $12.9K - $14.9K
9.59K $720K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
541
+ 0.62%
$14.13 - $16.72 $7.64K - $9.05K
87.3K $1.35M
CNP
Centerpoint Energy Inc

Utilities
864
+ 6.48%
$30.87 - $36.25 $26.7K - $31.3K
14.2K $514K
WRB
Berkley W R Corp

Financial Services
80
+ 1.21%
$56.7 - $71.27 $4.54K - $5.7K
6.67K $474K
HAS
Hasbro, Inc.

Consumer Cyclical
1.11K
+ 30.28%
$56.16 - $69.06 $62.3K - $76.7K
4.78K $293K
ABC
Amerisourcebergen Corp

Healthcare
479
+ 8.12%
N/A
6.38K $1.18M
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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