United Capital Financial Advisers, LLC Sells in Q1 2025

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11.1K
- 0.67%
$507.05 - $563.67 $5.6M - $6.23M
1.65M $846M
EFG
Msci Eafe Growth ETF

ETFs
-384K
- 48.04%
$96.1 - $106.37 $36.9M - $40.9M
415K $41.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-286K
- 92.21%
$85.29 - $92.57 $24.4M - $26.5M
24.2K $2.2M
AVGO
Broadcom Inc.

Technology
-26.6K
- 10.93%
$167.43 - $244.7 $4.45M - $6.51M
217K $36.3M
GOOG
Alphabet Inc.

Communication Services
-3.11K
- 0.59%
$156.06 - $207.71 $485K - $645K
523K $81.7M
HD
Home Depot, Inc.

Consumer Cyclical
-29.3K
- 15.49%
$347.25 - $424.87 $10.2M - $12.4M
160K $58.6M
IVW
Ishares S&P 500 Growth ETF

ETFs
-41.4K
- 3.26%
$92.45 - $106.69 $3.83M - $4.42M
1.23M $114M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-246K
- 4.77%
$76.94 - $78.28 $19M - $19.3M
4.92M $385M
ACN
Accenture PLC

Technology
-18.1K
- 9.37%
$300.91 - $398.25 $5.46M - $7.22M
175K $54.7M
MBB
Ishares Tr

ETFs
-170K
- 11.39%
$90.37 - $94.08 $15.3M - $16M
1.32M $124M
ORCL
Oracle Corp

Technology
-18.2K
- 5.42%
$139.81 - $186.47 $2.55M - $3.4M
319K $44.5M
EFV
Msci Eafe Value ETF

ETFs
-341K
- 23.24%
$51.88 - $60.73 $17.7M - $20.7M
1.13M $66.3M
GVI
Ishares Tr

ETFs
-98K
- 56.77%
$103.49 - $106.02 $10.1M - $10.4M
74.6K $7.91M
IFRA
Ishares Tr

ETFs
-203K
- 93.02%
$44.8 - $49.25 $9.08M - $9.98M
15.2K $685K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-103K
- 52.43%
$91.45 - $91.75 $9.41M - $9.44M
93.4K $8.56M
VBR
Vanguard Small Cap Value ETF

ETFs
-18.7K
- 4.43%
$183.02 - $207.75 $3.42M - $3.88M
403K $75M
WMT
Walmart Inc.

Consumer Defensive
-77.1K
- 15.18%
$84.5 - $105.05 $6.52M - $8.1M
431K $37.8M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-81.9K
- 6.96%
$94.86 - $97.12 $7.77M - $7.96M
1.09M $104M
PG
Procter & Gamble CO

Consumer Defensive
-48.1K
- 17.19%
$158.56 - $176.26 $7.63M - $8.49M
232K $39.5M
JKHY
Henry Jack & Associates Inc

Technology
-42.5K
- 85.83%
$166.47 - $191.28 $7.07M - $8.12M
7.01K $1.28M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.12K
- 1.47%
$140.44 - $166.79 $719K - $854K
344K $48.4M
PEP
Pepsico Inc

Consumer Defensive
-43.6K
- 13.47%
$142.64 - $156.42 $6.22M - $6.82M
280K $42M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-35.9K
- 1.61%
$24.91 - $29.02 $894K - $1.04M
2.2M $55M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-81.2K
- 22.48%
$81.83 - $82.73 $6.64M - $6.72M
280K $23.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-51.2K
- 21.62%
$128.74 - $138.67 $6.59M - $7.09M
186K $25.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-23.2K
- 1.27%
$48.06 - $53.73 $1.11M - $1.24M
1.79M $87.4M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-96.7K
- 14.14%
$54.25 - $57.64 $5.25M - $5.58M
587K $32.4M
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.12K
- 1.95%
$247.97 - $296.33 $773K - $924K
157K $39.4M
ADI
Analog Devices Inc

Technology
-21.4K
- 36.48%
$201.56 - $243.82 $4.32M - $5.22M
37.3K $7.52M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-206K
- 3.97%
$44.72 - $46.25 $9.2M - $9.51M
4.97M $229M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-43K
- 23.32%
$96.18 - $109.82 $4.13M - $4.72M
141K $14.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-10.5K
- 12.78%
$165.25 - $224.62 $1.74M - $2.36M
71.7K $11.9M
FSV
First Service Corp

Real Estate
-18.2K
- 25.36%
$159.66 - $185.88 $2.91M - $3.39M
53.6K $8.9M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.03K
- 3.52%
$551.42 - $612.93 $1.67M - $1.86M
83K $46.4M
ACWI
Ishares Msci Acwi ETF

ETFs
-32.7K
- 22.13%
$115.16 - $124.13 $3.77M - $4.06M
115K $13.4M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-20.6K
- 10.12%
$120.29 - $134.6 $2.47M - $2.77M
182K $22.3M
NOW
Service Now, Inc.

Technology
-177
- 1.27%
$783.83 - $1170.39 $139K - $207K
13.7K $10.9M
GD
General Dynamics Corp

Industrials
-17K
- 17.68%
$241.94 - $272.58 $4.12M - $4.64M
79.2K $21.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-734
- 0.88%
$360.07 - $417.26 $264K - $306K
83.1K $30M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-60.3K
- 2.86%
$21.75 - $24.28 $1.31M - $1.47M
2.05M $45.3M
CASY
Caseys General Stores Inc

Consumer Cyclical
-9.04K
- 93.21%
$378.71 - $442.54 $3.42M - $4M
659 $286K
POOL
Pool Corp

Industrials
-8.39K
- 23.3%
$314.92 - $364.31 $2.64M - $3.05M
27.6K $8.78M
DEO
Diageo PLC

Consumer Defensive
-8.94K
- 7.96%
$104.79 - $126.12 $937K - $1.13M
103K $10.8M
VTI
Vanguard Total Stock Market Et

ETFs
-4.8K
- 3.61%
$271.18 - $303.12 $1.3M - $1.45M
128K $35.2M
RTX
Raytheon Technologies Corp

Industrials
-69.3K
- 19.55%
$114.1 - $135.66 $7.9M - $9.4M
285K $37.7M
MRK
Merck & Co., Inc.

Healthcare
-19.2K
- 12.8%
$83.01 - $101.02 $1.59M - $1.94M
131K $11.7M
AXP
American Express CO

Financial Services
-1.58K
- 1.59%
$255.39 - $325.87 $404K - $516K
97.6K $26.3M
SYK
Stryker Corp

Healthcare
-10.1K
- 18.44%
$355.18 - $399.9 $3.6M - $4.05M
44.8K $16.7M
ETN
Eaton Corp PLC

Industrials
-3.1K
- 8.26%
$271.83 - $371.23 $842K - $1.15M
34.4K $9.35M
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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