United Capital Financial Advisers, LLC Incresed Positions in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IT
Gartner Inc

Technology
32
+ 0.18%
$481.22 - $551.8 $15.4K - $17.7K
18.1K $8.75M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.63K
+ 1.16%
$442.29 - $483.08 $1.16M - $1.27M
229K $104M
CE
Celanese Corp

Basic Materials
172
+ 2.87%
$67.03 - $136.68 $11.5K - $23.5K
6.17K $426K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.38M
+ 190.15%
$22.4 - $68.28 $31M - $94.4M
2.11M $48.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
166K
+ 88.9%
$25.33 - $51.16 $4.21M - $8.5M
353K $9.13M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.11K
+ 1.23%
$34.13 - $37.35 $71.9K - $78.7K
174K $5.93M
TLT
Ishares Barclays 20+ Year Trea

ETFs
28.1K
+ 9.95%
$87.1 - $98.49 $2.45M - $2.77M
311K $27.1M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.41K
+ 2.88%
$57.29 - $63.1 $252K - $278K
158K $9.04M
LEN
Lennar Corp

Consumer Cyclical
79
+ 0.64%
$136.2 - $188.96 $10.8K - $14.9K
12.5K $1.7M
JNJ
Johnson & Johnson

Healthcare
26.7K
+ 10.06%
$143.34 - $165.86 $3.82M - $4.42M
292K $42.2M
IXUS
Ishares Tr

ETFs
159
+ 0.12%
$65.95 - $72.56 $10.5K - $11.5K
136K $9M
OTIS
Otis Worldwide Corp

Industrials
154
+ 0.16%
$92.57 - $106.01 $14.3K - $16.3K
94.8K $8.78M
XYL
Xylem Inc.

Industrials
80
+ 0.1%
$116.02 - $137.45 $9.28K - $11K
77.2K $8.96M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.02K
+ 0.72%
$53.86 - $60.27 $109K - $122K
281K $15.2M
VEA
Vanguard Ftse Developed Market

ETFs
2.91K
+ 0.72%
$47.57 - $52.44 $138K - $153K
406K $19.4M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.26M
+ 195.58%
$25.79 - $80.4 $32.4M - $101M
1.9M $49.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.15K
+ 0.49%
$131.66 - $144.0 $151K - $165K
237K $31.3M
IRM
Iron Mountain Inc

Real Estate
2.05K
+ 1.13%
$101.62 - $128.14 $208K - $262K
183K $19.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
12.9K
+ 1.93%
$55.45 - $61.08 $717K - $790K
684K $37.9M
LOW
Lowes Companies Inc

Consumer Cyclical
218
+ 0.14%
$244.52 - $284.07 $53.3K - $61.9K
156K $38.4M
EFV
Msci Eafe Value ETF

ETFs
54.7K
+ 3.88%
$51.78 - $57.15 $2.83M - $3.13M
1.47M $76.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
63.8K
+ 2.45%
$74.5 - $78.37 $4.75M - $5M
2.67M $199M
LLY
Eli Lilly & CO

Healthcare
117
+ 0.26%
$727.2 - $932.06 $85.1K - $109K
44.7K $34.5M
UNH
Unitedhealth Group Inc

Healthcare
447
+ 0.61%
$485.52 - $625.25 $217K - $279K
73.7K $37.3M
TSCO
Tractor Supply CO

Consumer Cyclical
199K
+ 287.07%
$52.59 - $303.74 $10.5M - $60.5M
269K $14.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.28M
+ 95.06%
$18.41 - $40.87 $23.6M - $52.4M
2.63M $48.7M
VTV
Vanguard Value ETF

ETFs
1.27K
+ 0.09%
$168.32 - $181.87 $213K - $230K
1.36M $230M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.75K
+ 0.09%
$77.02 - $78.58 $366K - $373K
5.16M $399M
IEFA
Ishares Tr

ETFs
37.7K
+ 0.87%
$70.06 - $77.43 $2.64M - $2.92M
4.36M $306M
Activity Summary
Buys All Purchases 446 New Holdings 66 Increased Positions 380 Sells All Sells 576 Reductions 576 Sold out 0 Options Calls 1 Puts 7
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