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
ALB
Albemarle Corp

Basic Materials
-578
- 14.13%
$72.85 - $100.09 $42.1K - $57.9K
3.51K $332K
LKQ
Lkq Corp

Consumer Cyclical
-1.13K
- 15.74%
$38.47 - $46.03 $43.5K - $52.1K
6.05K $241K
STLD
Steel Dynamics Inc

Basic Materials
-580
- 11.88%
N/A
4.3K $422K
CION
Cion Investment Corp

Financial Services
-4.22K
- 20.63%
$11.55 - $12.46 $48.8K - $52.6K
16.2K $193K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-1.24K
- 4.67%
$50.15 - $50.66 $62.2K - $62.9K
25.3K $1.28M
VRSK
Verisk Analytics, Inc.

Industrials
-187
- 6.29%
$260.31 - $285.99 $48.7K - $53.5K
2.79K $747K
PUK
Prudential PLC

Financial Services
-3.11K
- 18.28%
$16.07 - $19.33 $49.9K - $60.1K
13.9K $257K
CTVA
Corteva, Inc.

Basic Materials
-2.44K
- 12.96%
$50.72 - $58.78 $124K - $143K
16.4K $961K
NTAP
Net App, Inc.

Technology
-199
- 3.94%
$114.18 - $134.62 $22.7K - $26.8K
4.85K $598K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-2.49K
- 2.99%
$26.42 - $26.67 $65.8K - $66.4K
80.9K $2.16M
SCHO
Schwab Short Term Us Treasury

ETFs
-1.38K
- 7.53%
$47.93 - $49.06 $65.9K - $67.5K
16.9K $827K
NVR
Nvr Inc

Consumer Cyclical
-14
- 35.0%
$7421.51 - $9811.8 $104K - $137K
26 $255K
LUV
Southwest Airlines CO

Industrials
-2.03K
- 16.7%
$23.7 - $29.93 $48.1K - $60.8K
10.1K $300K
CNQ
Canadian Natural Resources LTD

Energy
-619
- 6.15%
$31.97 - $37.41 $19.8K - $23.2K
9.45K $313K
SF
Stifel Financial Corp

Financial Services
-872
- 21.56%
$78.91 - $93.87 $68.8K - $81.9K
3.17K $297K
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-1.79K
- 2.07%
$25.97 - $26.11 $46.5K - $46.7K
84.7K $2.21M
NMR
Nomura Holdings Inc

Financial Services
-2.64K
- 5.49%
$4.92 - $6.31 $13K - $16.7K
45.5K $237K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.04K
- 8.07%
$71.45 - $75.64 $74.5K - $78.9K
11.9K $892K
NICE
Nice Ltd.

Technology
-237
- 11.16%
$154.95 - $184.96 $36.7K - $43.8K
1.89K $327K
WDS
Woodside Energy Group LTD

Energy
-654
- 4.15%
$15.64 - $20.01 $10.2K - $13.1K
15.1K $260K
IBMO
Ishares Tr Ibonds December 202

ETFs
-2.55K
- 2.91%
$25.26 - $25.66 $64.3K - $65.3K
85.1K $2.18M
CDW
Cdw Corp

Technology
-191
- 6.11%
$206.67 - $239.84 $39.5K - $45.8K
2.94K $664K
WTRG
Essential Utilities, Inc.

Utilities
-1.08K
- 12.55%
$36.74 - $41.49 $39.8K - $44.9K
7.55K $290K
RJF
Raymond James Financial Inc

Financial Services
-160
- 1.52%
$106.39 - $125.13 $17K - $20K
10.3K $1.27M
KHC
Kraft Heinz CO

Consumer Defensive
-1.95K
- 15.59%
$31.86 - $36.13 $62.3K - $70.6K
10.6K $371K
CHD
Church & Dwight CO Inc

Consumer Defensive
-446
- 2.57%
$98.01 - $106.59 $43.7K - $47.5K
16.9K $1.77M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-653
- 10.39%
$112.99 - $126.45 $73.8K - $82.6K
5.63K $709K
IRBO
Ishares Robotics & Artificial

ETFs
-500
- 4.51%
$30.09 - $34.95 $15K - $17.5K
10.6K $339K
FHN
First Horizon Corp

Financial Services
-1.37K
- 4.89%
$14.63 - $17.45 $20.1K - $23.9K
26.7K $414K
DLHC
Dlh Holdings Corp.

Industrials
-367
- 1.84%
$9.36 - $11.92 $3.44K - $4.37K
19.6K $183K
CNC
Centene Corp

Healthcare
-1.68K
- 15.2%
$64.89 - $80.23 $109K - $134K
9.34K $703K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-26
- 0.86%
$1024.09 - $1201.76 $26.6K - $31.2K
3K $3.15M
INVH
Invitation Homes Inc.

Real Estate
-447
- 2.48%
$33.2 - $37.28 $14.8K - $16.7K
17.5K $618K
CNI
Canadian National Railway CO

Industrials
-168
- 2.57%
$110.1 - $123.65 $18.5K - $20.8K
6.37K $746K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-1.51K
- 17.17%
$28.08 - $32.61 $42.4K - $49.3K
7.29K $230K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-396
- 4.47%
N/A
8.46K $547K
OC
Owens Corning

Industrials
-175
- 9.58%
$154.02 - $186.38 $27K - $32.6K
1.65K $291K
OGN
Organon & Co.

Healthcare
-421
- 3.67%
$18.65 - $23.03 $7.85K - $9.7K
11.1K $211K
SBSW
Sibanye Stillwater LTD

Basic Materials
-5.25K
- 26.11%
$3.18 - $4.96 $16.7K - $26.1K
14.9K $61K
STT
State Street Corp

Financial Services
-2.36K
- 18.53%
$73.37 - $89.31 $173K - $211K
10.4K $919K
EXPD
Expeditors International Of Washington Inc

Industrials
-457
- 8.59%
$116.1 - $131.42 $53.1K - $60.1K
4.87K $639K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-503
- 12.55%
$70.42 - $80.82 $35.4K - $40.7K
3.51K $273K
ONTO
Onto Innovation Inc.

Technology
-5
- 0.29%
$158.45 - $238.04 $792 - $1.19K
1.71K $353K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-6.87K
- 5.18%
$22.51 - $23.92 $155K - $164K
126K $2.99M
LNC
Lincoln National Corp

Financial Services
-893
- 4.57%
$28.71 - $34.05 $25.6K - $30.4K
18.6K $587K
GMAB
Genmab A/S

Healthcare
-444
- 3.45%
$23.84 - $28.48 $10.6K - $12.6K
12.4K $303K
LEA
Lear Corp

Consumer Cyclical
-81
- 3.88%
$103.43 - $123.95 $8.38K - $10K
2K $218K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-505
- 10.96%
$51.58 - $53.79 $26K - $27.2K
4.1K $220K
XPO
Xpo Logistics, Inc.

Industrials
-285
- 3.02%
$101.15 - $125.11 $28.8K - $35.7K
9.14K $982K
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email