United Capital Financial Advisers, LLC Reduced Holdings in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-89.2K
- 8.12%
$520.18 - $576.82 $46.4M - $51.4M
1.01M $582M
CVS
Cvs Health Corp

Healthcare
-310K
- 86.79%
$55.81 - $63.18 $17.3M - $19.6M
47.1K $2.96M
HEFA
Ishares Currency Hedged Msci E

ETFs
-444K
- 9.31%
$32.34 - $35.85 $14.4M - $15.9M
4.33M $153M
MSFT
Microsoft Corp

Technology
-14.1K
- 2.31%
$395.15 - $467.56 $5.56M - $6.58M
595K $256M
IEMG
Ishares Inc

ETFs
-262K
- 9.88%
$53.64 - $53.64 $14.1M - $14.1M
2.39M $128M
NVO
Novo Nordisk A S

Healthcare
-23.1K
- 5.2%
$119.07 - $145.42 $2.75M - $3.36M
421K $50.1M
DG
Dollar General Corp

Consumer Defensive
-95.4K
- 97.28%
$80.41 - $132.42 $7.67M - $12.6M
2.67K $225K
QCOM
Qualcomm Inc

Technology
-3.46K
- 0.98%
$156.12 - $209.64 $540K - $725K
350K $59.4M
GOOG
Alphabet Inc.

Communication Services
-70
- 0.01%
$149.54 - $192.66 $10.5K - $13.5K
540K $90.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-77.4K
- 88.84%
$105.92 - $110.83 $8.2M - $8.58M
9.72K $1.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-44.5K
- 33.57%
$147.95 - $191.05 $6.59M - $8.5M
88.1K $15.3M
NKE
Nike, Inc.

Consumer Cyclical
-144K
- 37.32%
$71.09 - $89.44 $10.2M - $12.8M
241K $21.3M
ADBE
Adobe Inc.

Technology
-1.31K
- 1.1%
$508.13 - $586.55 $667K - $770K
118K $61.3M
IYW
Ishares Dj Us Tech ETF

ETFs
-36.5K
- 8.85%
$133.16 - $158.73 $4.86M - $5.79M
375K $56.9M
ASML
Asml Holding Nv

Technology
-145
- 0.59%
$749.82 - $1098.95 $109K - $159K
24.5K $20.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-67.9K
- 19.38%
$89.91 - $101.33 $6.11M - $6.88M
283K $27.7M
SHV
Ishares Tr

ETFs
-39.9K
- 68.05%
$110.05 - $110.63 $4.39M - $4.41M
18.7K $2.07M
CVX
Chevron Corp

Energy
-13.3K
- 5.12%
$137.88 - $161.97 $1.84M - $2.16M
247K $36.4M
BIIB
Biogen Inc.

Healthcare
-1.8K
- 2.02%
$189.07 - $236.8 $341K - $427K
87.4K $16.9M
EFG
Msci Eafe Growth ETF

ETFs
-72.7K
- 9.34%
$96.84 - $108.77 $7.04M - $7.91M
706K $76M
DIS
Walt Disney CO

Communication Services
-17.7K
- 4.45%
$85.6 - $98.61 $1.52M - $1.75M
381K $36.6M
MRK
Merck & Co., Inc.

Healthcare
-8.9K
- 5.3%
$111.15 - $128.97 $989K - $1.15M
159K $18.1M
STLA
Stellantis N.V.

Consumer Cyclical
-131K
- 91.64%
$14.05 - $20.71 $1.84M - $2.71M
11.9K $167K
INTU
Intuit Inc

Technology
-1.36K
- 2.76%
$602.97 - $670.49 $819K - $911K
47.9K $29.7M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-76.6K
- 14.07%
$43.99 - $46.63 $3.37M - $3.57M
468K $21.7M
APH
Amphenol Corp

Technology
-22.7K
- 7.1%
$58.39 - $70.41 $1.33M - $1.6M
297K $19.4M
COST
Costco Wholesale Corp

Consumer Defensive
-6.8K
- 6.45%
$801.83 - $917.05 $5.45M - $6.24M
98.6K $87.4M
EMB
Ishares Tr

ETFs
-32K
- 19.48%
$87.75 - $93.74 $2.8M - $3M
132K $12.4M
LRCX
Lam Research Corp

Technology
-139
- 1.9%
$731.56 - $1127.3 $102K - $157K
7.19K $5.87M
INTC
Intel Corp

Technology
-23.1K
- 14.06%
$18.9 - $34.87 $437K - $806K
141K $3.32M
AMD
Advanced Micro Devices Inc

Technology
-10.5K
- 11.25%
$128.67 - $183.96 $1.35M - $1.94M
83K $13.6M
BA
Boeing CO

Industrials
-3.58K
- 10.71%
$152.04 - $190.6 $544K - $682K
29.8K $4.53M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-39.4K
- 22.41%
$41.95 - $43.42 $1.65M - $1.71M
136K $5.92M
ROP
Roper Technologies Inc

Industrials
-2.06K
- 5.26%
$515.25 - $576.55 $1.06M - $1.19M
37K $20.6M
IWR
Ishares Russell Mid Cap ETF

ETFs
-21.6K
- 27.07%
$79.92 - $88.19 $1.72M - $1.9M
58.1K $5.12M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-10.7K
- 80.32%
$91.43 - $117.51 $982K - $1.26M
2.63K $278K
AMAT
Applied Materials Inc

Technology
-1.01K
- 3.36%
$174.88 - $254.97 $176K - $256K
28.9K $5.84M
RSG
Republic Services, Inc.

Industrials
-8.93K
- 7.89%
$189.34 - $208.21 $1.69M - $1.86M
104K $20.9M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-3.99K
- 26.17%
$283.28 - $314.39 $1.13M - $1.25M
11.3K $3.54M
WFC
Wells Fargo & Company

Financial Services
-6.3K
- 2.88%
$51.58 - $60.97 $325K - $384K
212K $12M
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.27K
- 8.92%
$113.01 - $154.34 $256K - $350K
23.1K $2.94M
MRNA
Moderna, Inc.

Healthcare
-4.7K
- 43.57%
$63.64 - $125.14 $299K - $588K
6.09K $406K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-8.13K
- 12.93%
$100.09 - $100.69 $814K - $819K
54.8K $5.52M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-26.9K
- 4.51%
$92.63 - $105.69 $2.49M - $2.84M
570K $59.4M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-14.7K
- 7.68%
$50.63 - $51.11 $745K - $752K
177K $9.04M
MU
Micron Technology Inc

Technology
-735
- 2.99%
$86.27 - $136.82 $63.4K - $101K
23.9K $2.48M
SUB
Ishares Short Term National Mu

ETFs
-7.17K
- 17.64%
$104.3 - $106.3 $748K - $763K
33.5K $3.56M
HUM
Humana Inc

Healthcare
-905
- 15.23%
$310.25 - $404.52 $281K - $366K
5.04K $1.6M
EW
Edwards Lifesciences Corp

Healthcare
-2.42K
- 13.84%
$59.7 - $93.78 $145K - $227K
15.1K $995K
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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