United Capital Financial Advisers, LLC Reduced Holdings in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CMI
Cummins Inc

Industrials
-10
- 0.35%
$324.93 - $383.42 $3.25K - $3.83K
2.85K $994K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-102
- 4.81%
$152.04 - $211.12 $15.5K - $21.5K
2.02K $409K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-33
- 0.94%
$77.15 - $104.91 $2.55K - $3.46K
3.47K $349K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-878
- 1.01%
$61.52 - $66.5 $54K - $58.4K
86.2K $5.5M
CASH
Meta Financial Group Inc

Financial Services
-1
- 0.01%
$64.22 - $84.86 $64.2 - $84.9
10.8K $795K
OWL
Blue Owl Capital Inc.

Financial Services
-786
- 2.82%
$19.51 - $24.81 $15.3K - $19.5K
27.1K $629K
HSBC
Hsbc Holdings PLC

Financial Services
-5
- 0.02%
$43.83 - $49.51 $219 - $248
23K $1.14M
WTFC
Wintrust Financial Corp

Financial Services
-48
- 0.74%
$104.15 - $138.5 $5K - $6.65K
6.47K $806K
VTI
Vanguard Total Stock Market Et

ETFs
-2.77K
- 2.04%
$280.04 - $302.45 $776K - $838K
133K $38.5M
TMP
Tompkins Financial Corp

Financial Services
-2.13K
- 8.57%
$56.09 - $78.15 $120K - $167K
22.7K $1.54M
EQIX
Equinix Inc

Real Estate
-96
- 2.74%
$865.69 - $985.0 $83.1K - $94.6K
3.41K $3.21M
IWP
Ishares Russell Mid Cap Growth

ETFs
-736
- 3.32%
$116.4 - $138.52 $85.7K - $102K
21.4K $2.71M
WDAY
Workday, Inc.

Technology
-2.2K
- 4.36%
$233.85 - $279.91 $513K - $614K
48.2K $12.4M
FHN
First Horizon Corp

Financial Services
-73
- 0.27%
$14.91 - $21.42 $1.09K - $1.56K
26.6K $535K
HUBS
Hubspot Inc

Technology
-17
- 2.07%
$514.07 - $757.4 $8.74K - $12.9K
804 $560K
AFRM
Affirm Holdings, Inc.

Technology
-211
- 3.05%
$38.48 - $72.86 $8.12K - $15.4K
6.7K $408K
PAYC
Paycom Software, Inc.

Technology
-347
- 6.66%
$159.94 - $240.25 $55.5K - $83.4K
4.86K $996K
USB
Us Bancorp \De\

Financial Services
-258
- 0.38%
$43.98 - $53.66 $11.3K - $13.8K
67.2K $3.22M
SQ
Block, Inc.

Technology
-206
- 2.44%
$65.06 - $98.92 $13.4K - $20.4K
8.25K $700K
IVW
Ishares S&P 500 Growth ETF

ETFs
-75.2K
- 5.59%
$94.43 - $105.47 $7.1M - $7.93M
1.27M $129M
KMX
Carmax Inc

Consumer Cyclical
-836
- 1.77%
$71.11 - $87.2 $59.4K - $72.9K
46.4K $3.8M
DAL
Delta Air Lines, Inc.

Industrials
-765
- 3.75%
$47.46 - $65.77 $36.3K - $50.3K
19.6K $1.19M
PODD
Insulet Corp

Healthcare
-34
- 0.58%
$227.79 - $275.7 $7.74K - $9.37K
5.83K $1.52M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-29
- 0.24%
$60.38 - $78.79 $1.75K - $2.28K
12.2K $917K
BSX
Boston Scientific Corp

Healthcare
-528
- 1.24%
$83.62 - $91.5 $44.2K - $48.3K
42K $3.75M
SYF
Synchrony Financial

Financial Services
-381
- 2.63%
$49.01 - $68.55 $18.7K - $26.1K
14.1K $916K
MSTR
Microstrategy Inc

Technology
-468
- 16.96%
$162.69 - $473.83 $76.1K - $222K
2.29K $663K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.53K
- 3.78%
$129.96 - $144.97 $459K - $512K
89.8K $12.5M
PAYX
Paychex Inc

Industrials
-766
- 1.32%
$135.86 - $148.73 $104K - $114K
57.2K $8.02M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-107
- 0.31%
$77.25 - $91.3 $8.27K - $9.77K
34.3K $2.93M
AMP
Ameriprise Financial Inc

Financial Services
-46
- 1.07%
$473.15 - $574.01 $21.8K - $26.4K
4.24K $2.26M
T
At&T Inc.

Communication Services
-1.07K
- 0.3%
$21.22 - $23.88 $22.7K - $25.5K
360K $8.2M
FTNT
Fortinet, Inc.

Technology
-335
- 1.98%
$76.49 - $99.21 $25.6K - $33.2K
16.6K $1.57M
GM
General Motors CO

Consumer Cyclical
-174
- 0.53%
$44.82 - $60.2 $7.8K - $10.5K
32.7K $1.74M
VB
Vanguard Small Cap ETF

ETFs
-296
- 0.26%
$233.76 - $261.58 $69.2K - $77.4K
113K $27.2M
COIN
Coinbase Global, Inc.

Technology
-18
- 0.42%
$163.17 - $343.62 $2.94K - $6.19K
4.28K $1.06M
UAL
United Airlines Holdings, Inc.

Industrials
-1.43K
- 12.78%
$55.62 - $102.44 $79.4K - $146K
9.74K $945K
COF
Capital One Financial Corp

Financial Services
-414
- 3.07%
$145.19 - $192.01 $60.1K - $79.5K
13.1K $2.33M
SCHW
Schwab Charles Corp

Financial Services
-528
- 1.38%
$63.31 - $82.85 $33.4K - $43.7K
37.9K $2.8M
DLR
Digital Realty Trust, Inc.

Real Estate
-944
- 2.99%
$156.46 - $195.69 $148K - $185K
30.7K $5.44M
RJF
Raymond James Financial Inc

Financial Services
-82
- 0.79%
$123.0 - $170.1 $10.1K - $13.9K
10.3K $1.59M
IYC
Ishares U.S. Consumer Discreti

ETFs
-850
- 1.55%
$85.96 - $101.28 $73.1K - $86.1K
53.8K $5.17M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.77K
- 1.93%
$180.39 - $205.43 $319K - $363K
89.8K $17M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-160
- 1.86%
$173.13 - $258.09 $27.7K - $41.3K
8.43K $1.95M
HON
Honeywell International Inc

Industrials
-91
- 0.38%
$202.84 - $236.0 $18.5K - $21.5K
24.1K $5.44M
KMI
Kinder Morgan, Inc.

Energy
-3.54K
- 3.31%
$22.59 - $28.54 $79.9K - $101K
103K $2.83M
NTRS
Northern Trust Corp

Financial Services
-343
- 0.82%
$88.4 - $111.16 $30.3K - $38.1K
41.5K $4.26M
IYF
Ishares Tr

ETFs
-586
- 0.7%
$102.7 - $119.05 $60.2K - $69.8K
82.6K $9.14M
MAR
Marriott International Inc

Consumer Cyclical
-212
- 1.17%
$246.06 - $292.59 $52.2K - $62K
18K $5.01M
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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