United Capital Financial Advisers, LLC Sells in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-476
- 0.31%
$127.29 - $141.5 $60.6K - $67.4K
155K $21.6M
VTI
Vanguard Total Stock Market Et

ETFs
-1.7K
- 1.23%
$255.18 - $283.2 $433K - $480K
136K $38.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.6K
- 1.75%
$517.38 - $573.86 $827K - $917K
89.8K $51.5M
FSV
First Service Corp

Real Estate
-6.61K
- 6.39%
$152.13 - $183.13 $1M - $1.21M
96.8K $17.7M
VB
Vanguard Small Cap ETF

ETFs
-1.11K
- 0.97%
$214.77 - $237.72 $239K - $265K
113K $26.9M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.43K
- 1.53%
$150.01 - $182.29 $214K - $260K
91.6K $16.6M
ADP
Automatic Data Processing Inc

Industrials
-3.9K
- 4.75%
$233.44 - $279.45 $910K - $1.09M
78.1K $21.6M
ITW
Illinois Tool Works Inc

Industrials
-637
- 0.7%
$233.14 - $263.97 $149K - $168K
89.7K $23.5M
JPM
Jpmorgan Chase & CO

Financial Services
-5.55K
- 1.43%
$194.9 - $224.8 $1.08M - $1.25M
382K $80.5M
DE
Deere & CO

Industrials
-329
- 0.6%
$344.84 - $418.0 $113K - $138K
54.7K $22.8M
POOL
Pool Corp

Industrials
-1.32K
- 3.18%
$296.17 - $376.8 $390K - $497K
40.2K $15.1M
V
Visa Inc.

Financial Services
-5.83K
- 1.76%
$253.74 - $291.56 $1.48M - $1.7M
326K $89.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-27.9K
- 2.03%
$36.98 - $41.55 $1.03M - $1.16M
1.35M $55.5M
CAT
Caterpillar Inc

Industrials
-922
- 1.74%
$316.8 - $391.12 $292K - $361K
52.2K $20.4M
DHR
Danaher Corp

Healthcare
-818
- 0.78%
$239.25 - $280.76 $196K - $230K
105K $29.1M
BLK
Black Rock Inc.

Financial Services
-1.13K
- 4.66%
$782.27 - $949.51 $886K - $1.07M
23.2K $22M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.22K
- 1.35%
$125.95 - $142.04 $405K - $457K
236K $33.5M
GILD
Gilead Sciences, Inc.

Healthcare
-7.8K
- 3.07%
$66.59 - $83.99 $520K - $655K
246K $20.7M
MA
Mastercard Inc

Financial Services
-1.61K
- 2.02%
$429.6 - $500.99 $693K - $808K
78K $38.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-31.8K
- 1.62%
$44.24 - $49.47 $1.41M - $1.57M
1.94M $95.9M
TMUS
T Mobile Us, Inc.

Communication Services
-870
- 0.72%
$175.14 - $206.36 $152K - $180K
120K $24.7M
UL
Unilever PLC

Consumer Defensive
-20.1K
- 4.11%
$54.7 - $65.59 $1.1M - $1.32M
468K $30.4M
AXP
American Express CO

Financial Services
-1.73K
- 1.69%
$225.92 - $271.17 $390K - $468K
100K $27.2M
ISRG
Intuitive Surgical Inc

Healthcare
-443
- 0.53%
$416.14 - $494.01 $184K - $219K
82.4K $40.5M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-4.79K
- 0.74%
$73.43 - $80.37 $351K - $385K
643K $51.6M
MDT
Medtronic PLC

Healthcare
-7.91K
- 2.0%
$76.84 - $91.03 $608K - $720K
387K $34.9M
JNJ
Johnson & Johnson

Healthcare
-2.54K
- 0.95%
$145.48 - $167.38 $370K - $425K
265K $43M
PH
Parker Hannifin Corp

Industrials
-224
- 0.68%
$501.01 - $635.92 $112K - $142K
32.5K $20.5M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-10.3K
- 4.4%
$85.44 - $110.36 $881K - $1.14M
224K $24.7M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.64K
- 0.63%
$162.64 - $179.3 $592K - $653K
570K $102M
AMT
American Tower Corp

Real Estate
-881
- 0.7%
$192.27 - $242.73 $169K - $214K
125K $29.1M
MBB
Ishares Tr

ETFs
-12.7K
- 0.84%
$90.85 - $96.66 $1.16M - $1.23M
1.5M $143M
IRM
Iron Mountain Inc

Real Estate
-5.09K
- 2.74%
$89.69 - $119.32 $457K - $608K
181K $21.5M
VUG
Vanguard Growth ETF

ETFs
-917
- 0.17%
$341.08 - $391.94 $313K - $359K
531K $204M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.84K
- 0.78%
$181.06 - $197.17 $515K - $561K
360K $70.9M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-69.4K
- 1.33%
$76.38 - $78.87 $5.3M - $5.48M
5.16M $406M
ABBV
Abb Vie Inc.

Healthcare
-601
- 0.29%
$163.84 - $199.33 $98.5K - $120K
204K $40.2M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-47.2K
- 1.78%
$74.26 - $78.84 $3.51M - $3.72M
2.6M $204M
KKR
Kkr & Co. Inc.

Financial Services
-8K
- 2.93%
$104.51 - $133.23 $836K - $1.07M
265K $34.6M
SPGI
S&P Global Inc.

Financial Services
-2.36K
- 2.07%
$446.32 - $527.38 $1.05M - $1.25M
112K $57.8M
WMT
Walmart Inc.

Consumer Defensive
-17.1K
- 2.49%
$66.91 - $81.4 $1.15M - $1.4M
671K $54.2M
ORCL
Oracle Corp

Technology
-13.5K
- 3.8%
$125.9 - $170.35 $1.71M - $2.31M
343K $58.4M
ACN
Accenture PLC

Technology
-1.93K
- 0.95%
$295.44 - $355.81 $571K - $688K
201K $71M
META
Meta Platforms, Inc.

Communication Services
-380
- 0.25%
$453.41 - $572.44 $172K - $218K
151K $86.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-2.84K
- 1.24%
$405.19 - $478.57 $1.15M - $1.36M
227K $104M
HD
Home Depot, Inc.

Consumer Cyclical
-5.48K
- 2.51%
$333.64 - $405.2 $1.83M - $2.22M
213K $86.4M
SBUX
Starbucks Corp

Consumer Cyclical
-4.21K
- 0.65%
$72.51 - $98.6 $305K - $415K
642K $62.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-67.1K
- 3.76%
$475.2 - $527.7 $31.9M - $35.4M
1.71M $905M
IEFA
Ishares Tr

ETFs
-9.58K
- 0.22%
$70.09 - $78.74 $672K - $755K
4.32M $337M
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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