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
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-636
- 4.97%
$60.84 - $67.51 $38.7K - $42.9K
12.1K $820K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-402
- 2.66%
$23.04 - $24.06 $9.26K - $9.67K
14.7K $354K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-378
- 3.67%
$48.46 - $54.37 $18.3K - $20.6K
9.92K $532K
CSQ
Calamos Strategic Total Return Fund

Financial Services
-133
- 1.2%
$15.71 - $17.51 $2.09K - $2.33K
10.9K $189K
RL
Ralph Lauren Corp

Consumer Cyclical
-99
- 8.05%
$158.53 - $197.61 $15.7K - $19.6K
1.13K $219K
VMC
Vulcan Materials CO

Basic Materials
-1
- 0.04%
$231.83 - $274.51 $232 - $275
2.77K $693K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-466
- 7.4%
$111.9 - $124.28 $52.1K - $57.9K
5.83K $720K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-279
- 2.31%
$11.52 - $12.52 $3.21K - $3.49K
11.8K $145K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.83K
- 2.13%
$24.91 - $25.63 $45.5K - $46.8K
84K $2.15M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-268
- 3.09%
$42.66 - $45.18 $11.4K - $12.1K
8.42K $379K
TXT
Textron Inc

Industrials
-129
- 1.83%
$83.46 - $94.02 $10.8K - $12.1K
6.91K $612K
SON
Sonoco Products CO

Consumer Cyclical
-717
- 5.89%
$48.33 - $56.57 $34.7K - $40.6K
11.4K $625K
AJG
Arthur J. Gallagher & Co.

Financial Services
-6.57K
- 7.8%
$259.22 - $299.75 $1.7M - $1.97M
77.7K $21.9M
WPP
Wpp PLC

Communication Services
-388
- 6.86%
$43.23 - $52.12 $16.8K - $20.2K
5.27K $269K
BMO
Bank Of Montreal

Financial Services
-80
- 2.84%
$79.1 - $90.77 $6.33K - $7.26K
2.74K $246K
MPW
Medical Properties Trust Inc

Real Estate
-2.29K
- 14.51%
$4.03 - $6.38 $9.22K - $14.6K
13.5K $78K
CG
Carlyle Group Inc.

Financial Services
-132
- 2.22%
$37.24 - $49.74 $4.92K - $6.57K
5.83K $250K
GXO
Gxo Logistics, Inc.

Industrials
-41
- 0.49%
$46.45 - $55.98 $1.9K - $2.3K
8.33K $433K
TD
Toronto Dominion Bank

Financial Services
-477
- 9.54%
$54.54 - $64.56 $26K - $30.8K
4.52K $286K
L
Loews Corp

Financial Services
-111
- 2.24%
$73.76 - $81.96 $8.19K - $9.1K
4.85K $383K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-1.26K
- 5.06%
$14.08 - $17.36 $17.8K - $21.9K
23.7K $409K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.44K
- 11.88%
$38.04 - $45.36 $54.9K - $65.5K
10.7K $478K
IGV
Ishares Expanded Tech Software

ETFs
-2
- 0.04%
$77.94 - $89.37 $156 - $179
5.33K $476K
AOS
Smith A O Corp

Industrials
-94
- 3.35%
$76.95 - $91.98 $7.23K - $8.65K
2.71K $243K
ICLN
Ishares

ETFs
-33
- 0.29%
$13.26 - $14.77 $438 - $487
11.3K $166K
INCY
Incyte Corp

Healthcare
-345
- 4.91%
$57.33 - $68.61 $19.8K - $23.7K
6.68K $441K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-57
- 1.99%
$96.28 - $112.4 $5.49K - $6.41K
2.8K $300K
SUI
Sun Communities Inc

Real Estate
-444
- 8.72%
$117.46 - $147.6 $52.2K - $65.5K
4.65K $628K
TEF
Telefonica S A

Communication Services
-2.2K
- 5.44%
$4.18 - $4.9 $9.18K - $10.8K
38.2K $185K
NXP
Nuveen Select Tax Free Income Portfolio

Financial Services
-1
- -0.0%
$14.34 - $15.17 $14.3 - $15.2
24.8K $375K
DNP
Dnp Select Income Fund Inc

Financial Services
-2.17K
- 10.41%
$8.21 - $10.03 $17.8K - $21.8K
18.7K $187K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-544
- 3.81%
$30.27 - $34.42 $16.5K - $18.7K
13.7K $468K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-570
- 2.06%
$36.06 - $37.66 $20.6K - $21.5K
27.2K $1.02M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-56
- 2.36%
$97.19 - $109.09 $5.44K - $6.11K
2.32K $250K
UTHR
United Therapeutics Corp

Healthcare
-51
- 5.54%
$311.04 - $363.55 $15.9K - $18.5K
870 $311K
APO
Apollo Global Management, Inc.

Financial Services
-108
- 2.28%
$99.16 - $125.81 $10.7K - $13.6K
4.62K $576K
BCE
Bce Inc

Communication Services
-224
- 2.1%
$31.33 - $36.08 $7.02K - $8.08K
10.5K $363K
UBS
Ubs Group Ag

Financial Services
-385
- 1.6%
$27.97 - $31.42 $10.8K - $12.1K
23.7K $731K
CAG
Conagra Brands Inc.

Consumer Defensive
-807
- 6.92%
$28.13 - $32.83 $22.7K - $26.5K
10.9K $353K
HII
Huntington Ingalls Industries, Inc.

Industrials
-23
- 1.46%
$241.93 - $282.86 $5.56K - $6.51K
1.55K $409K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
-28
- 0.51%
$37.97 - $47.45 $1.06K - $1.33K
5.49K $241K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-45
- 1.05%
$60.13 - $68.17 $2.71K - $3.07K
4.24K $286K
DVYE
Ishares Emerging Markets Divid

ETFs
-3.03K
- 4.17%
$25.71 - $29.05 $77.8K - $87.9K
69.6K $2M
NTRA
Natera, Inc.

Healthcare
-145
- 6.37%
$97.75 - $129.67 $14.2K - $18.8K
2.13K $270K
SCCO
Southern Copper Corp

Basic Materials
-78
- 1.8%
$94.1 - $120.43 $7.34K - $9.39K
4.27K $493K
MFC
Manulife Financial Corp

Financial Services
-105
- 1.08%
$24.13 - $29.63 $2.53K - $3.11K
9.59K $283K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3.04K
- 3.16%
$116.79 - $133.54 $355K - $406K
93.3K $12.3M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-357
- 0.9%
$45.6 - $46.83 $16.3K - $16.7K
39.3K $1.84M
WPC
W. P. Carey Inc.

Real Estate
-202
- 3.66%
$54.63 - $63.96 $11K - $12.9K
5.32K $331K
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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