United Capital Financial Advisers, LLC Incresed Positions in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
842K
+ 148.02%
$51.72 - $57.96 $43.6M - $48.8M
1.41M $81.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
589K
+ 11.21%
$44.83 - $47.42 $26.4M - $27.9M
5.85M $276M
VTV
Vanguard Value ETF

ETFs
28.8K
+ 2.17%
$159.75 - $174.57 $4.6M - $5.03M
1.36M $237M
ODFL
Old Dominion Freight Line, Inc.

Industrials
73.7K
+ 1732.09%
$178.41 - $210.18 $13.1M - $15.5M
77.9K $15.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
322K
+ 4.14%
$22.38 - $23.66 $7.2M - $7.61M
8.1M $190M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.3K
+ 0.93%
$105.53 - $118.34 $1.08M - $1.22M
1.12M $131M
VNQ
Vanguard Specialized Funds Van

ETFs
2.66K
+ 0.29%
$82.97 - $98.97 $221K - $263K
908K $88.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
189K
+ 39.33%
$56.04 - $62.99 $10.6M - $11.9M
671K $41M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
132K
+ 57.05%
$81.31 - $83.29 $10.7M - $11M
364K $30.3M
VNQI
Vanguard Global Ex U.S. Real

ETFs
20.2K
+ 1.48%
$40.45 - $47.24 $816K - $953K
1.38M $64.9M
VBR
Vanguard Small Cap Value ETF

ETFs
2.39K
+ 0.56%
$179.99 - $201.6 $429K - $481K
432K $86.7M
LOW
Lowes Companies Inc

Consumer Cyclical
423
+ 0.27%
$213.3 - $270.78 $90.2K - $115K
155K $42.1M
RTX
Raytheon Technologies Corp

Industrials
5.08K
+ 1.6%
$99.55 - $123.34 $506K - $627K
322K $39M
NVDA
Nvidia Corp

Technology
79.8K
+ 5.46%
$98.91 - $134.91 $7.89M - $10.8M
1.54M $187M
TSLA
Tesla, Inc.

Consumer Cyclical
5.15K
+ 6.42%
$191.76 - $263.26 $987K - $1.35M
85.3K $22.3M
UNH
Unitedhealth Group Inc

Healthcare
1.66K
+ 2.32%
$488.01 - $604.18 $810K - $1M
73.3K $42.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
31.4K
+ 4.3%
$96.25 - $101.98 $3.02M - $3.2M
761K $77.1M
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.09K
+ 0.69%
$93.65 - $97.81 $757K - $791K
1.18M $116M
CSCO
Cisco Systems, Inc.

Technology
4.22K
+ 0.54%
$44.74 - $53.22 $189K - $224K
786K $41.8M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.01K
+ 2.54%
$240.48 - $267.94 $965K - $1.08M
162K $43.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
43.6K
+ 6.76%
$51.02 - $52.74 $2.23M - $2.3M
689K $36.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
35.1K
+ 1.33%
$38.33 - $42.48 $1.35M - $1.49M
2.67M $112M
LLY
Eli Lilly & CO

Healthcare
4.08K
+ 10.06%
$772.14 - $960.02 $3.15M - $3.91M
44.6K $39.5M
FFIV
F5, Inc.

Technology
1.1K
+ 2.13%
$170.44 - $223.6 $187K - $246K
52.5K $11.6M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
4.3K
+ 0.17%
$47.01 - $48.2 $202K - $207K
2.53M $122M
WMS
Advanced Drainage Systems, Inc.

Industrials
16.5K
+ 422.98%
$140.18 - $178.56 $2.32M - $2.95M
20.4K $3.21M
DEO
Diageo PLC

Consumer Defensive
242
+ 0.14%
$120.02 - $140.77 $29K - $34.1K
169K $23.8M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.99K
+ 0.96%
$95.81 - $109.03 $191K - $217K
209K $22.5M
BMY
Bristol Myers Squibb CO

Healthcare
10K
+ 6.09%
$39.66 - $51.75 $398K - $519K
175K $9.04M
BALL
Ball Corp

Consumer Cyclical
6.49K
+ 2.93%
$58.86 - $67.91 $382K - $441K
228K $15.5M
ABT
Abbott Laboratories

Healthcare
86
+ 0.04%
$100.07 - $118.13 $8.61K - $10.2K
214K $24.4M
AVGO
Broadcom Inc.

Technology
236K
+ 875.58%
$136.27 - $1745.86 $32.2M - $412M
263K $45.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
311
+ 1.08%
$531.86 - $624.21 $165K - $194K
29.2K $18.1M
MSCI
Msci Inc.

Financial Services
315
+ 1.7%
$479.31 - $584.91 $151K - $184K
18.9K $11M
MUB
Ishares National Muni Bond ETF

ETFs
6.95K
+ 1.13%
$106.13 - $108.7 $737K - $755K
624K $67.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
683
+ 0.13%
$57.32 - $62.65 $39.1K - $42.8K
514K $32M
CRM
Salesforce, Inc.

Technology
824
+ 0.78%
$238.42 - $276.53 $196K - $228K
107K $29.2M
GS
Goldman Sachs Group Inc

Financial Services
3.44K
+ 53.23%
$459.02 - $510.25 $1.58M - $1.76M
9.91K $4.9M
NEE
Nextera Energy Inc

Utilities
3.05K
+ 2.45%
$69.9 - $84.97 $213K - $259K
127K $10.8M
VEA
Vanguard Ftse Developed Market

ETFs
9.76K
+ 2.48%
$47.6 - $53.31 $465K - $520K
403K $21.3M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
57.8K
+ 190.88%
$28.1 - $29.89 $1.62M - $1.73M
88.1K $2.63M
CTAS
Cintas Corp

Industrials
67.9K
+ 271.73%
$201.38 - $819.83 $13.7M - $55.7M
92.9K $19.1M
NOW
Service Now, Inc.

Technology
45
+ 0.31%
$730.87 - $937.36 $32.9K - $42.2K
14.6K $13.1M
MCD
Mcdonalds Corp

Consumer Cyclical
628
+ 2.22%
$245.82 - $304.51 $154K - $191K
29K $8.82M
KO
Coca Cola CO

Consumer Defensive
4.04K
+ 2.75%
$62.69 - $73.01 $253K - $295K
151K $10.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.76K
+ 12.52%
$162.83 - $179.16 $776K - $853K
42.8K $7.67M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.43K
+ 21.33%
$114.73 - $120.23 $1.08M - $1.13M
53.6K $6.41M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.86K
+ 1.31%
$64.35 - $75.71 $120K - $141K
144K $10.6M
PM
Philip Morris International Inc.

Consumer Defensive
1.62K
+ 3.12%
$101.25 - $127.45 $164K - $206K
53.4K $6.48M
Activity Summary
Buys All Purchases 466 New Holdings 67 Increased Positions 399 Sells All Sells 551 Reductions 551 Sold out 0 Options Calls 1 Puts 7
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