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
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-79.1K
- 28.12%
$53.69 - $62.68 $4.25M - $4.96M
202K $12.2M
AMD
Advanced Micro Devices Inc

Technology
-14.5K
- 17.93%
$96.63 - $129.55 $1.4M - $1.88M
66.4K $6.82M
SPGI
S&P Global Inc.

Financial Services
-7.82K
- 7.6%
$478.26 - $543.77 $3.74M - $4.25M
95K $48.3M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-6.09K
- 2.97%
$96.3 - $112.23 $586K - $683K
199K $19.4M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-223K
- 88.36%
$12.61 - $14.92 $2.81M - $3.32M
29.3K $420K
QCOM
Qualcomm Inc

Technology
-18K
- 5.36%
$151.94 - $175.86 $2.74M - $3.17M
318K $48.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-54.9K
- 75.77%
$49.25 - $50.66 $2.7M - $2.78M
17.6K $871K
ISRG
Intuitive Surgical Inc

Healthcare
-851
- 1.07%
$476.63 - $610.45 $406K - $519K
78.8K $39M
ADP
Automatic Data Processing Inc

Industrials
-10.9K
- 17.37%
$286.85 - $318.64 $3.11M - $3.46M
51.7K $15.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-10.4K
- 11.53%
$126.86 - $146.45 $1.31M - $1.52M
79.4K $10.1M
EMR
Emerson Electric CO

Industrials
-4.64K
- 3.86%
$108.64 - $131.17 $504K - $609K
116K $12.7M
VB
Vanguard Small Cap ETF

ETFs
-570
- 0.5%
$217.89 - $252.64 $124K - $144K
112K $24.9M
TSCO
Tractor Supply CO

Consumer Cyclical
-49.1K
- 18.26%
$51.66 - $57.94 $2.54M - $2.84M
220K $12.1M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.03K
- 2.65%
$121.0 - $142.28 $487K - $573K
148K $18.4M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-8.27K
- 12.12%
$161.13 - $209.29 $1.33M - $1.73M
59.9K $9.92M
CAT
Caterpillar Inc

Industrials
-1.37K
- 2.74%
$326.75 - $407.63 $447K - $557K
48.5K $16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-37
- 0.01%
$57.21 - $65.8 $2.12K - $2.43K
512K $29.9M
TTD
Trade Desk, Inc.

Technology
-2.31K
- 8.07%
$53.59 - $126.58 $124K - $292K
26.3K $1.44M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-44.6K
- 42.02%
$42.38 - $43.28 $1.89M - $1.93M
61.6K $2.62M
BDX
Becton Dickinson & CO

Healthcare
-8.45K
- 47.25%
$222.79 - $249.08 $1.88M - $2.1M
9.43K $2.16M
SBUX
Starbucks Corp

Consumer Cyclical
-62.6K
- 10.05%
$91.75 - $115.81 $5.74M - $7.25M
560K $54.9M
CTAS
Cintas Corp

Industrials
-16.8K
- 23.2%
$182.09 - $208.14 $3.06M - $3.5M
55.7K $11.4M
APH
Amphenol Corp

Technology
-12.3K
- 4.88%
$61.62 - $78.55 $756K - $964K
239K $15.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-18K
- 11.59%
$67.03 - $74.61 $1.21M - $1.35M
138K $9.36M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-21
- 0.46%
$4295.4 - $5141.88 $90.2K - $108K
4.54K $20.9M
VZ
Verizon Communications Inc

Communication Services
-65.4K
- 27.47%
$37.81 - $46.49 $2.47M - $3.04M
173K $7.83M
VNQ
Vanguard Specialized Funds Van

ETFs
-31.2K
- 3.48%
$85.55 - $94.34 $2.66M - $2.94M
863K $78.2M
COST
Costco Wholesale Corp

Consumer Defensive
-4.44K
- 4.86%
$890.62 - $1076.86 $3.95M - $4.78M
86.9K $82.2M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-16.9K
- 1.86%
$21.23 - $23.75 $359K - $402K
891K $19.2M
CME
Cme Group Inc.

Financial Services
-14.8K
- 19.1%
$225.82 - $266.54 $3.34M - $3.94M
62.7K $16.6M
MAR
Marriott International Inc

Consumer Cyclical
-2.42K
- 13.48%
$237.01 - $304.45 $574K - $737K
15.6K $3.7M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-27K
- 18.23%
$46.82 - $47.8 $1.26M - $1.29M
121K $5.7M
PANW
Palo Alto Networks Inc

Technology
-4.41K
- 9.91%
$167.82 - $208.28 $740K - $918K
40.1K $6.84M
DLR
Digital Realty Trust, Inc.

Real Estate
-1.47K
- 4.78%
$142.1 - $183.56 $208K - $269K
29.2K $4.18M
XLK
Technology Sector Spdr

ETFs
-881
- 2.28%
$206.38 - $242.18 $182K - $213K
37.8K $7.81M
IT
Gartner Inc

Technology
-16
- 0.09%
$418.25 - $548.38 $6.69K - $8.77K
18K $7.58M
PH
Parker Hannifin Corp

Industrials
-409
- 1.28%
$591.65 - $707.05 $242K - $289K
31.7K $19.2M
AJG
Arthur J. Gallagher & Co.

Financial Services
-13.6K
- 23.49%
$275.89 - $345.24 $3.77M - $4.71M
44.5K $15.3M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-63.2K
- 8.01%
$22.46 - $23.26 $1.42M - $1.47M
726K $16.8M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-23.7K
- 1.81%
$25.12 - $26.05 $595K - $617K
1.29M $32.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-8.93K
- 2.53%
$23.16 - $27.04 $207K - $241K
344K $8.06M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-17.4K
- 44.08%
$63.91 - $70.19 $1.11M - $1.22M
22.1K $1.48M
IWV
Ishares Russell 3000 ETF

ETFs
-963
- 2.12%
$313.1 - $349.83 $302K - $337K
44.6K $14.2M
BA
Boeing CO

Industrials
-4.08K
- 9.56%
$148.15 - $186.25 $604K - $760K
38.6K $6.59M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-1.2K
- 1.34%
$175.5 - $209.86 $211K - $252K
88.6K $16.1M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.09K
- 0.8%
$196.12 - $229.48 $215K - $251K
135K $27.4M
VV
Vanguard Large Cap ETF

ETFs
-430
- 0.74%
$253.32 - $282.66 $109K - $122K
57.9K $14.9M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-9.04K
- 10.85%
$59.79 - $67.15 $540K - $607K
74.2K $4.5M
TGT
Target Corp

Consumer Defensive
-1.97K
- 9.72%
$103.65 - $142.5 $204K - $280K
18.3K $1.91M
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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