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
CHWY
Chewy, Inc.

Consumer Cyclical
1.45K
+ 20.8%
$31.83 - $39.8 $46K - $57.6K
8.4K $272K
DOX
Amdocs LTD

Technology
261
+ 10.61%
$82.21 - $92.02 $21.5K - $24K
2.72K $248K
ESS
Essex Property Trust, Inc.

Real Estate
139
+ 16.97%
N/A
958 $261K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.33K
+ 7.76%
$92.51 - $102.81 $123K - $137K
18.5K $1.71M
LCID
Lucid Group, Inc.

Consumer Cyclical
15.3K
New
$2.03 - $3.48 $31.1K - $53.2K
15.3K $37K
WOLF
Wolfspeed, Inc.

Technology
12.3K
New
$2.59 - $7.48 $31.8K - $91.8K
12.3K $37K
NI
Nisource Inc.

Utilities
196
+ 2.36%
$35.57 - $41.23 $6.97K - $8.08K
8.49K $340K
AMH
American Homes 4 Rent

Real Estate
832
+ 7.67%
$34.43 - $37.81 $28.6K - $31.5K
11.7K $441K
DIS
Walt Disney CO

Communication Services
63.4K
+ 12.89%
$96.87 - $114.0 $6.15M - $7.23M
556K $54.8M
UMC
United Microelectronics Corp

Technology
3.51K
+ 27.19%
$5.69 - $7.15 $20K - $25.1K
16.4K $117K
MPW
Medical Properties Trust Inc

Real Estate
1.84K
+ 17.83%
$3.83 - $6.21 $7.04K - $11.4K
12.2K $73K
TEF
Telefonica S A

Communication Services
3.12K
+ 10.37%
$3.89 - $4.73 $12.1K - $14.8K
33.2K $154K
TFC
Truist Financial Corp

Financial Services
3K
+ 7.22%
$39.48 - $48.15 $118K - $144K
44.6K $1.83M
PCAR
Paccar Inc

Industrials
1.88K
+ 8.24%
$96.91 - $112.51 $182K - $211K
24.6K $2.4M
TDY
Teledyne Technologies Inc

Technology
9
+ 1.2%
$455.51 - $518.84 $4.1K - $4.67K
762 $379K
GRMN
Garmin LTD

Technology
37
+ 1.86%
$204.55 - $241.93 $7.57K - $8.95K
2.03K $440K
CTSH
Cognizant Technology Solutions Corp

Technology
520
+ 2.08%
$75.32 - $90.7 $39.2K - $47.2K
25.5K $1.95M
AME
Ametek Inc

Industrials
391
+ 7.96%
$170.39 - $190.43 $66.6K - $74.5K
5.3K $912K
REG
Regency Centers Corp

Real Estate
396
+ 6.13%
$68.83 - $77.74 $27.3K - $30.8K
6.85K $505K
FICO
Fair Isaac Corp

Technology
37
+ 13.36%
$1695.35 - $2030.47 $62.7K - $75.1K
314 $579K
LDOS
Leidos Holdings, Inc.

Technology
396
+ 14.42%
$126.82 - $161.11 $50.2K - $63.8K
3.14K $423K
SBSW
Sibanye Stillwater LTD

Basic Materials
408
+ 2.08%
$3.19 - $4.58 $1.3K - $1.87K
20K $91K
FTV
Fortive Corp

Technology
603
+ 6.6%
$71.82 - $82.98 $43.3K - $50K
9.74K $712K
LYV
Live Nation Entertainment, Inc.

Communication Services
184
+ 8.14%
$115.79 - $154.66 $21.3K - $28.5K
2.44K $319K
CHT
Chunghwa Telecom CO LTD

Communication Services
335
+ 4.07%
$36.78 - $39.46 $12.3K - $13.2K
8.57K $335K
BNDX
Vanguard Total International B

ETFs
566
+ 4.26%
$48.33 - $49.5 $27.4K - $28K
13.9K $676K
SPG
Simon Property Group Inc

Real Estate
642
+ 4.79%
$159.48 - $187.78 $102K - $121K
14K $2.33M
HUBS
Hubspot Inc

Technology
219
+ 27.24%
$571.29 - $819.71 $125K - $180K
1.02K $584K
UBS
Ubs Group Ag

Financial Services
576
+ 2.76%
$30.28 - $35.78 $17.4K - $20.6K
21.5K $657K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1K
+ 6.77%
$23.32 - $23.84 $23.4K - $23.9K
15.8K $370K
SCHP
Schwab Strategic Us Tips ETF

ETFs
473
+ 5.46%
$25.69 - $26.89 $12.2K - $12.7K
9.13K $245K
RBLX
Roblox Corp

Communication Services
357
+ 10.26%
$53.77 - $75.47 $19.2K - $26.9K
3.84K $223K
PKI
Perkinelmer Inc

Healthcare
162
+ 5.32%
N/A
3.21K $388K
UDR
Udr, Inc.

Real Estate
145
+ 2.01%
$40.09 - $46.04 $5.81K - $6.68K
7.37K $332K
FE
Firstenergy Corp

Utilities
277
+ 2.4%
$37.95 - $43.5 $10.5K - $12K
11.8K $477K
GLW
Corning Inc

Technology
667
+ 9.77%
$44.91 - $54.25 $30K - $36.2K
7.49K $343K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
73
+ 1.73%
$58.01 - $64.46 $4.23K - $4.71K
4.3K $267K
NU
Nu Holdings Ltd.

Financial Services
1.91K
+ 17.09%
$10.12 - $13.95 $19.3K - $26.6K
13.1K $133K
NWSA
News Corp

Communication Services
808
+ 6.04%
$26.29 - $30.49 $21.2K - $24.6K
14.2K $385K
DGX
Quest Diagnostics Inc

Healthcare
124
+ 3.95%
N/A
3.26K $447K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
74
+ 1.47%
$110.75 - $119.78 $8.2K - $8.86K
5.09K $588K
IRBO
Ishares Robotics & Artificial

ETFs
400
+ 5.08%
N/A
8.27K $265K
ITUB
Itau Unibanco Holding S.A.

Financial Services
288
+ 1.37%
$4.87 - $6.28 $1.4K - $1.81K
21.4K $117K
WSM
Williams Sonoma Inc

Consumer Cyclical
276
+ 23.9%
$158.1 - $217.71 $43.6K - $60.1K
1.43K $226K
SYY
Sysco Corp

Consumer Defensive
636
+ 2.59%
$70.0 - $77.13 $44.5K - $49.1K
25.2K $1.89M
CSL
Carlisle Companies Inc

Industrials
84
+ 14.29%
$326.43 - $408.24 $27.4K - $34.3K
672 $228K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
430
+ 7.94%
$41.06 - $44.04 $17.7K - $18.9K
5.85K $242K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
745
+ 5.82%
$20.7 - $21.15 $15.4K - $15.8K
13.5K $280K
POST
Post Holdings, Inc.

Consumer Defensive
3
+ 0.05%
$104.57 - $116.92 $314 - $351
6.04K $702K
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email