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
SYY
Sysco Corp

Consumer Defensive
748
+ 3.14%
$69.16 - $78.98 $51.7K - $59.1K
24.6K $1.92M
PEG
Public Service Enterprise Group Inc

Utilities
155
+ 1.22%
$73.58 - $89.21 $11.4K - $13.8K
12.9K $1.15M
IXN
Ishares Global Information Tec

ETFs
2.55K
+ 39.36%
$73.0 - $87.81 $186K - $224K
9.02K $744K
ILMN
Illumina, Inc.

Healthcare
505
+ 9.51%
$105.28 - $135.9 $53.2K - $68.6K
5.82K $758K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
290
+ 3.49%
$138.85 - $182.81 $40.3K - $53K
8.59K $1.52M
SONY
Sony Group Corp

Technology
683
+ 6.09%
$81.61 - $98.65 $55.7K - $67.4K
11.9K $1.15M
VTR
Ventas, Inc.

Real Estate
24
+ 0.17%
$50.88 - $65.33 $1.22K - $1.57K
14.5K $933K
TDG
Trans Digm Group Inc

Industrials
5
+ 0.41%
$1202.03 - $1427.41 $6.01K - $7.14K
1.22K $1.74M
DFAS
Dimensional ETF Tr U S Small C

ETFs
327
+ 0.94%
$59.25 - $65.33 $19.4K - $21.4K
35K $2.27M
BAX
Baxter International Inc

Healthcare
3.06K
+ 20.49%
$32.85 - $40.26 $101K - $123K
18K $684K
PEAK
Healthpeak Properties, Inc.

Real Estate
9.43K
+ 18.23%
N/A
61.2K $1.16M
SBAC
Sba Communications Corp

Real Estate
93
+ 2.67%
$189.0 - $245.01 $17.6K - $22.8K
3.58K $860K
MHK
Mohawk Industries Inc

Consumer Cyclical
26
+ 0.73%
$108.83 - $162.7 $2.83K - $4.23K
3.59K $577K
IP
International Paper CO

Consumer Cyclical
2.29K
+ 21.63%
$42.55 - $49.98 $97.3K - $114K
12.9K $628K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
6.92K
+ 22.85%
$22.55 - $23.1 $156K - $160K
37.2K $857K
EBAY
Ebay Inc

Consumer Cyclical
715
+ 6.54%
$52.61 - $65.44 $37.6K - $46.8K
11.6K $758K
NGG
National Grid PLC

Utilities
1.38K
+ 24.1%
$57.14 - $70.48 $79.1K - $97.5K
7.13K $496K
LBRDK
Liberty Broadband Corp

Communication Services
1.02K
+ 25.2%
$52.66 - $78.14 $53.6K - $79.5K
5.05K $390K
AXON
Axon Enterprise, Inc.

Industrials
225
+ 30.36%
$286.16 - $399.6 $64.4K - $89.9K
966 $386K
VST
Vistra Corp.

Utilities
267
+ 6.41%
$69.0 - $119.06 $18.4K - $31.8K
4.43K $525K
A
Agilent Technologies, Inc.

Healthcare
258
+ 3.78%
$125.42 - $148.48 $32.4K - $38.3K
7.09K $1.05M
IQV
Iqvia Holdings Inc.

Healthcare
339
+ 10.51%
$206.81 - $251.55 $70.1K - $85.3K
3.56K $843K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
5.75K
+ 5.01%
$23.13 - $23.43 $133K - $135K
121K $2.83M
LDOS
Leidos Holdings, Inc.

Technology
733
+ 36.87%
$142.66 - $163.02 $105K - $119K
2.72K $443K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
88
+ 1.48%
$256.4 - $289.78 $22.6K - $25.5K
6.02K $1.71M
AVB
Avalonbay Communities Inc

Real Estate
325
+ 7.65%
$200.95 - $234.65 $65.3K - $76.3K
4.57K $1.03M
TPL
Texas Pacific Land Corp

Energy
8
+ 0.83%
$724.86 - $952.13 $5.8K - $7.62K
971 $858K
DD
Du Pont De Nemours, Inc.

Basic Materials
295
+ 2.11%
$77.22 - $89.49 $22.8K - $26.4K
14.3K $1.27M
SSNC
Ss&C Technologies Holdings Inc

Technology
683
+ 8.53%
$61.42 - $76.46 $41.9K - $52.2K
8.69K $644K
CMI
Cummins Inc

Industrials
35
+ 1.24%
$266.63 - $326.4 $9.33K - $11.4K
2.86K $926K
SRE
Sempra Energy

Utilities
458
+ 3.35%
$74.97 - $84.04 $34.3K - $38.5K
14.1K $1.18M
IWS
Ishares Russell Midcap Value E

ETFs
293
+ 3.35%
$119.52 - $132.25 $35K - $38.7K
9.05K $1.2M
VNO
Vornado Realty Trust

Real Estate
445
+ 4.78%
$25.5 - $39.4 $11.3K - $17.5K
9.76K $384K
AOR
Ishares Tr Core Growth Allocat

ETFs
1.41K
+ 7.4%
$55.15 - $59.31 $77.6K - $83.4K
20.4K $1.21M
FICO
Fair Isaac Corp

Technology
9
+ 3.4%
$1496.51 - $1947.38 $13.5K - $17.5K
274 $532K
TYL
Tyler Technologies Inc

Technology
2
+ 0.12%
$499.52 - $595.46 $999 - $1.19K
1.67K $975K
TRGP
Targa Resources Corp.

Energy
171
+ 2.97%
$127.86 - $156.46 $21.9K - $26.8K
5.93K $876K
ACGL
Arch Capital Group Ltd.

Financial Services
28
+ 0.24%
$94.47 - $114.25 $2.65K - $3.2K
11.9K $1.33M
BTI
British American Tobacco P.L.C.

Consumer Defensive
1.54K
+ 11.11%
$31.07 - $39.36 $47.8K - $60.5K
15.4K $562K
JHX
James Hardie Industries PLC

Basic Materials
1.69K
+ 21.86%
$31.27 - $42.02 $53K - $71.2K
9.44K $378K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
826
+ 4.25%
$111.59 - $129.08 $92.2K - $107K
20.3K $2.41M
HRL
Hormel Foods Corp

Consumer Defensive
3.9K
+ 54.54%
$30.04 - $33.14 $117K - $129K
11K $349K
EIX
Edison International

Utilities
150
+ 1.94%
$71.19 - $87.72 $10.7K - $13.2K
7.87K $685K
SPOT
Spotify Technology S.A.

Communication Services
21
+ 0.93%
$290.16 - $384.01 $6.09K - $8.06K
2.28K $839K
CMS
Cms Energy Corp

Utilities
498
+ 5.85%
$58.7 - $70.62 $29.2K - $35.2K
9.01K $636K
MKC
Mccormick & CO Inc

Consumer Defensive
205
+ 2.08%
$69.44 - $84.76 $14.2K - $17.4K
10.1K $829K
SWK
Stanley Black & Decker, Inc.

Industrials
285
+ 9.23%
$77.75 - $110.17 $22.2K - $31.4K
3.37K $371K
HAS
Hasbro, Inc.

Consumer Cyclical
964
+ 24.36%
$56.54 - $72.32 $54.5K - $69.7K
4.92K $355K
WHR
Whirlpool Corp

Consumer Cyclical
1.02K
+ 32.95%
$90.25 - $112.34 $92.1K - $115K
4.12K $440K
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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