United Capital Financial Advisers, LLC New Holdings in Q1 2025

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
61.1K
New
$42.18 - $45.16 $2.58M - $2.76M
61.1K $2.7M
UBSI
United Bankshares Inc

Financial Services
60.3K
New
$34.03 - $39.27 $2.05M - $2.37M
60.3K $2.09M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
65.6K
New
$19.55 - $20.33 $1.28M - $1.33M
65.6K $1.33M
FFBC
First Financial Bancorp

Financial Services
53.3K
New
$24.25 - $29.06 $1.29M - $1.55M
53.3K $1.33M
HEZU
Ishares Currency Hedged Msci E

ETFs
12.9K
New
$35.85 - $40.72 $462K - $524K
12.9K $501K
CRL
Charles River Laboratories International, Inc.

Healthcare
2.85K
New
$150.52 - $190.14 $429K - $542K
2.85K $428K
IBTM
Ishares Tr Ibonds Dec 2032 Ter
18.6K
New
$21.92 - $22.89 $408K - $426K
18.6K $425K
SSB
South State Corp

Financial Services
4.14K
New
$89.4 - $108.33 $370K - $448K
4.14K $383K
ET
Energy Transfer LP

Energy
18.5K
New
$17.26 - $21.08 $318K - $389K
18.5K $342K
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
6.81K
New
$43.6 - $49.84 $297K - $339K
6.81K $323K
FSMD
Fidelity Covington Tr Small Mi

ETFs
8.14K
New
$38.04 - $43.22 $310K - $352K
8.14K $318K
IOT
Samsara Inc.

Technology
8.15K
New
$34.06 - $60.96 $278K - $497K
8.15K $312K
FNDX
Schwab Fundamental U S Large C

ETFs
12.4K
New
$23.03 - $25.01 $286K - $310K
12.4K $292K
AMOT
Allied Motion Technologies Inc

Technology
10.5K
New
N/A
10.5K $292K
SE
Sea LTD

Consumer Cyclical
2.24K
New
$104.87 - $146.31 $235K - $328K
2.24K $292K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
6.5K
New
$41.74 - $43.57 $271K - $283K
6.5K $273K
SCHR
Schwab Intermediate Term Us Tr

ETFs
10.7K
New
$24.05 - $24.86 $258K - $267K
10.7K $266K
BCE
Bce Inc

Communication Services
11.3K
New
$22.14 - $25.18 $251K - $286K
11.3K $260K
FR
First Industrial Realty Trust Inc

Real Estate
4.67K
New
$48.46 - $57.99 $226K - $271K
4.67K $251K
PTC
Ptc Inc.

Technology
1.5K
New
$153.3 - $193.48 $229K - $290K
1.5K $231K
PPC
Pilgrims Pride Corp

Consumer Defensive
4.22K
New
$44.52 - $55.93 $188K - $236K
4.22K $229K
PNW
Pinnacle West Capital Corp

Utilities
2.33K
New
$81.76 - $95.25 $191K - $222K
2.33K $222K
HALO
Halozyme Therapeutics, Inc.

Healthcare
3.46K
New
$47.74 - $65.16 $165K - $225K
3.46K $220K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.31K
New
$48.43 - $49.9 $209K - $215K
4.31K $214K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
9.88K
New
$20.2 - $22.24 $199K - $220K
9.88K $212K
ZS
Zscaler, Inc.

Technology
1.07K
New
$181.66 - $216.87 $195K - $232K
1.07K $212K
ESLT
Elbit Systems LTD

Industrials
551
New
$261.47 - $413.0 $144K - $228K
551 $211K
E
Eni Spa

Energy
6.84K
New
$27.51 - $31.47 $188K - $215K
6.84K $211K
UHS
Universal Health Services Inc

Healthcare
1.11K
New
$163.99 - $193.27 $182K - $214K
1.11K $208K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.25K
New
$89.27 - $92.9 $201K - $209K
2.25K $208K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.36K
New
$132.75 - $177.12 $181K - $241K
1.36K $207K
SU
Suncor Energy Inc

Energy
5.27K
New
$34.27 - $40.63 $181K - $214K
5.27K $204K
EQH
Equitable Holdings, Inc.

Financial Services
3.86K
New
$47.64 - $55.68 $184K - $215K
3.86K $201K
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
9.67K
New
$20.57 - $21.12 $199K - $204K
9.67K $200K
AR
Antero Resources Corp

Energy
4.95K
New
$33.64 - $41.42 $167K - $205K
4.95K $200K
GOOD
Gladstone Commercial Corp

Real Estate
13.3K
New
$14.73 - $16.42 $196K - $219K
13.3K $199K
GAIN
Gladstone Investment Corporation\De

Financial Services
12K
New
$12.65 - $13.97 $152K - $168K
12K $160K
OGN
Organon & Co.

Healthcare
10.1K
New
$14.29 - $16.41 $144K - $165K
10.1K $149K
PARA
Paramount Global

Communication Services
12.1K
New
$10.16 - $12.14 $123K - $147K
12.1K $144K
AVK
Advent Convertible & Income Fund

Financial Services
11.2K
New
$11.44 - $12.34 $128K - $138K
11.2K $128K
FSLY
Fastly, Inc.

Technology
18.7K
New
$6.33 - $10.92 $118K - $204K
18.7K $118K
SOFI
So Fi Technologies, Inc.

Financial Services
10K
New
$11.18 - $18.03 $112K - $181K
10K $116K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
14K
New
$7.39 - $9.09 $103K - $127K
14K $103K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
14.6K
New
$5.87 - $6.26 $85.7K - $91.4K
14.6K $85K
OXLC
Oxford Lane Capital Corp.

Financial Services
15.9K
New
$4.3 - $5.17 $68.5K - $82.4K
15.9K $75K
WOLF
Wolfspeed, Inc.

Technology
12.3K
New
$2.59 - $7.48 $31.8K - $91.8K
12.3K $37K
LCID
Lucid Group, Inc.

Consumer Cyclical
15.3K
New
$2.03 - $3.48 $31.1K - $53.2K
15.3K $37K
IAUX
I 80 Gold Corp.
16.1K
New
$0.53 - $0.83 $8.55K - $13.4K
16.1K $9K
Ishares Ibonds Dec 2030 Term Muni Bond ETF
7.96K
New
N/A
7.96K $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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