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
AMCR
Amcor PLC

Consumer Cyclical
627
+ 3.8%
$9.33 - $10.39 $5.85K - $6.51K
17.1K $166K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
343
+ 6.1%
$117.4 - $131.02 $40.3K - $44.9K
5.97K $714K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
440
+ 4.56%
$44.11 - $47.04 $19.4K - $20.7K
10.1K $449K
ARGX
Argenx Se

Healthcare
33
+ 7.45%
$571.0 - $671.75 $18.8K - $22.2K
476 $281K
IAUX
I 80 Gold Corp.
16.1K
New
$0.53 - $0.83 $8.55K - $13.4K
16.1K $9K
LPLA
Lpl Financial Holdings Inc.

Financial Services
24
+ 2.0%
$308.87 - $383.33 $7.41K - $9.2K
1.23K $401K
EWBC
East West Bancorp Inc

Financial Services
271
+ 10.07%
$84.35 - $103.91 $22.9K - $28.2K
2.96K $265K
GGG
Graco Inc

Industrials
111
+ 4.46%
$80.53 - $87.54 $8.94K - $9.72K
2.6K $217K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
190
+ 5.72%
$58.09 - $67.05 $11K - $12.7K
3.51K $210K
VFH
Vanguard Financial ETF

ETFs
1
+ 0.02%
$114.07 - $127.34 $114 - $127
4.73K $564K
ERIC
Ericsson Lm Telephone CO

Technology
2.03K
+ 6.32%
$7.47 - $8.9 $15.1K - $18K
34K $264K
MFC
Manulife Financial Corp

Financial Services
34
+ 0.35%
$28.41 - $31.82 $966 - $1.08K
9.72K $302K
AAL
American Airlines Group Inc.

Industrials
375
+ 2.55%
N/A
15.1K $166K
HMC
Honda Motor CO LTD

Consumer Cyclical
991
+ 6.25%
$26.9 - $30.41 $26.7K - $30.1K
16.8K $456K
PSO
Pearson PLC

Communication Services
322
+ 2.37%
$15.45 - $17.75 $4.97K - $5.72K
13.9K $223K
GDDY
Go Daddy Inc.

Technology
138
+ 11.14%
$172.13 - $214.35 $23.8K - $29.6K
1.38K $248K
EFX
Equifax Inc

Industrials
207
+ 4.93%
$235.63 - $278.34 $48.8K - $57.6K
4.41K $1.07M
JLL
Jones Lang Lasalle Inc

Real Estate
24
+ 2.89%
$238.0 - $284.76 $5.71K - $6.83K
855 $211K
TXT
Textron Inc

Industrials
370
+ 6.11%
$70.19 - $81.2 $26K - $30K
6.43K $464K
Ab High Yield ETF
5.45K
New
N/A
5.45K $0
Corpay, Inc.
53
+ 3.67%
N/A
1.5K $0
Atlassian Corp Class A
630
+ 30.07%
N/A
2.73K $0
CRH.L
Crh PLC

Basic Materials
936
+ 16.05%
N/A
6.77K $0
Te Connectivity PLC
74
+ 1.65%
N/A
4.57K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
116K
+ 200.3%
N/A
174K $0
BFB
Brown Forman Corp Cl B
6.71K
+ 51.33%
N/A
19.8K $0
Canadian Pacific Kansas City Limited
52
+ 1.3%
N/A
4.06K $0
Super Micro Computer, Inc.
5.97K
+ 58.38%
N/A
16.2K $0
Coherent Corp.
3.25K
New
N/A
3.25K $0
Brookfield Asset Management Ltd. Class A
4
+ 0.07%
N/A
5.36K $0
Smurfit Westrock PLC
3.03K
+ 80.62%
N/A
6.78K $0
Cava Group, Inc.
5.93K
New
N/A
5.93K $0
Vanguard 0 3 Month Treasury Bill ETF
28.2K
New
N/A
28.2K $0
Cf Bankshares Inc
16K
New
N/A
16K $0
Aegon Ltd. Sponsored Adr
3
+ 0.01%
N/A
29.5K $0
Ishares Ibonds Dec 2029 Term Muni Bond ETF
20.6K
+ 27.04%
N/A
97K $0
Ishares Bitcoin Trust ETF
6.9K
+ 90.38%
N/A
14.5K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
105K
+ 827.79%
N/A
118K $0
Jacobs Solutions Inc.
1.4K
+ 1.05%
N/A
134K $0
Ishares Ibonds Dec 2034 Term Treasury ETF
16.6K
New
N/A
16.6K $0
Ge Vernova Inc.
55
+ 0.68%
N/A
8.18K $0
Ge Healthcare Technologies Inc.
818
+ 7.82%
N/A
11.3K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
7.5K
New
N/A
7.5K $0
Natwest Group PLC Sponsored Adr
5.7K
+ 10.68%
N/A
59.1K $0
Fidelity Wise Origin Bitcoin Fund
1.25K
+ 26.37%
N/A
5.97K $0
FJAN
First Exc Trd Viii Cboe Vest U
14.6K
New
N/A
14.6K $0
Ishares Ibonds Dec 2030 Term Muni Bond ETF
7.96K
New
N/A
7.96K $0
RYH
Invesco S&P 500 Equal Weight H

ETFs
8K
New
N/A
8K $0
Lineage, Inc.
15.4K
New
N/A
15.4K $0
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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