United Capital Financial Advisers, LLC Sells in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
-5.21K
- 16.96%
$55.51 - $79.05 $289K - $411K
25.5K $1.46M
GIS
General Mills Inc

Consumer Defensive
-5.54K
- 8.78%
$62.78 - $74.62 $348K - $414K
57.6K $3.67M
AES
Aes Corp

Utilities
-20.1K
- 20.38%
$12.44 - $20.24 $251K - $408K
78.7K $1.01M
LMT
Lockheed Martin Corp

Industrials
-416
- 5.49%
$479.66 - $614.62 $200K - $256K
7.16K $3.48M
ZTS
Zoetis Inc.

Healthcare
-1.72K
- 8.34%
$162.24 - $194.42 $279K - $335K
18.9K $3.08M
ALGN
Align Technology Inc

Healthcare
-951
- 5.87%
$205.03 - $245.32 $195K - $233K
15.3K $3.18M
INTU
Intuit Inc

Technology
-2.07K
- 4.32%
$602.01 - $706.25 $1.25M - $1.46M
45.8K $28.8M
AZN
Astrazeneca PLC

Healthcare
-4.99K
- 10.13%
$63.2 - $79.58 $316K - $397K
44.3K $2.9M
ITW
Illinois Tool Works Inc

Industrials
-673
- 0.75%
$253.56 - $278.5 $171K - $187K
89.1K $22.6M
GS
Goldman Sachs Group Inc

Financial Services
-2.92K
- 29.46%
$486.1 - $608.57 $1.42M - $1.78M
6.99K $4M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-8.09K
- 12.29%
$124.61 - $133.96 $1.01M - $1.08M
57.7K $7.44M
CMCSA
Comcast Corp

Communication Services
-8.9K
- 7.08%
$37.39 - $45.14 $333K - $402K
117K $4.38M
IYH
Ishares Tr

ETFs
-1.6K
- 1.41%
$57.53 - $65.24 $92.1K - $104K
112K $6.53M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.35K
- 4.1%
$38.37 - $42.82 $282K - $315K
172K $6.59M
SNY
Sanofi

Healthcare
-2.73K
- 3.83%
$45.89 - $57.31 $125K - $157K
68.6K $3.31M
EMB
Ishares Tr

ETFs
-2.26K
- 1.71%
$88.94 - $93.46 $201K - $211K
130K $11.6M
PSX
Phillips 66

Energy
-1.31K
- 3.64%
$110.35 - $138.93 $145K - $182K
34.8K $3.96M
HCA
Hca Healthcare, Inc.

Healthcare
-422
- 6.94%
$297.52 - $415.61 $126K - $175K
5.66K $1.7M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.13K
- 2.65%
$88.59 - $94.57 $366K - $390K
152K $13.5M
HUM
Humana Inc

Healthcare
-1.72K
- 34.17%
$233.89 - $304.18 $403K - $523K
3.32K $841K
SNPS
Synopsys Inc

Technology
-1.3K
- 22.79%
$485.36 - $588.0 $631K - $764K
4.41K $2.14M
IWM
Ishares Russell 2000 ETF

ETFs
-3.4K
- 5.45%
$216.13 - $242.4 $735K - $824K
58.9K $13M
SOXX
Ishares Semiconductor ETF

ETFs
-1.92K
- 8.73%
$211.27 - $239.8 $406K - $461K
20.1K $4.33M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
-3.15K
- 15.51%
$97.29 - $122.68 $306K - $386K
17.1K $1.67M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-21
- 0.18%
$396.64 - $516.74 $8.33K - $10.9K
11.4K $4.58M
KLAC
Kla Corp

Technology
-66
- 1.4%
$614.46 - $829.55 $40.6K - $54.8K
4.64K $2.92M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.83K
- 0.78%
$81.68 - $82.93 $231K - $235K
361K $29.6M
TGT
Target Corp

Consumer Defensive
-1.53K
- 7.02%
$121.59 - $160.69 $186K - $245K
20.2K $2.73M
MPWR
Monolithic Power Systems Inc

Technology
-308
- 22.17%
$560.06 - $942.58 $172K - $290K
1.08K $639K
ABNB
Airbnb, Inc.

Consumer Cyclical
-5.57K
- 24.06%
$125.36 - $147.37 $698K - $821K
17.6K $2.31M
MCD
Mcdonalds Corp

Consumer Cyclical
-649
- 2.24%
$288.47 - $316.54 $187K - $205K
28.3K $8.21M
RELX
Relx PLC

Communication Services
-6.73K
- 4.71%
$44.45 - $48.63 $299K - $327K
136K $6.19M
HYG
Ishares Tr

ETFs
-3.88K
- 2.28%
$78.09 - $80.04 $303K - $311K
166K $13.1M
VIG
Vanguard Dividend Appreciation

ETFs
-3.19K
- 5.39%
N/A
56.1K $10.2M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-15.6K
- 4.06%
$9.25 - $10.62 $144K - $166K
368K $3.58M
HDB
Hdfc Bank LTD

Financial Services
-11.4K
- 9.95%
$59.45 - $68.01 $675K - $772K
103K $6.56M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-1K
- 1.07%
$60.27 - $66.27 $60.3K - $66.3K
92.6K $5.66M
LAMR
Lamar Advertising CO

Real Estate
-1.47K
- 4.46%
$121.37 - $138.11 $178K - $202K
31.4K $3.82M
NU
Nu Holdings Ltd.

Financial Services
-37.9K
- 77.25%
$10.24 - $15.89 $388K - $602K
11.2K $115K
NEM
Newmont Corp

Basic Materials
-4.97K
- 22.01%
$37.0 - $58.68 $184K - $292K
17.6K $655K
MELI
Mercadolibre Inc

Consumer Cyclical
-158
- 19.73%
$1666.0 - $2117.3 $263K - $335K
643 $1.09M
CB
Chubb LTD

Financial Services
-1.26K
- 7.85%
$271.57 - $301.89 $343K - $382K
14.8K $4.1M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-10.5K
- 4.0%
$12.61 - $15.33 $133K - $161K
252K $3.24M
EUSB
Ishares Tr Esg Advanced Total

Technology
-10.7K
- 22.63%
$42.39 - $44.29 $452K - $472K
36.4K $1.55M
ABT
Abbott Laboratories

Healthcare
-3.04K
- 1.42%
$111.93 - $119.39 $340K - $363K
211K $23.8M
CHKP
Check Point Software Technologies LTD

Technology
-2K
- 7.48%
$170.18 - $209.01 $341K - $418K
24.8K $4.62M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-1.88K
- 3.54%
$70.63 - $78.23 $133K - $147K
51.3K $3.65M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-4.41K
- 2.83%
$49.87 - $52.46 $220K - $232K
151K $7.56M
CARR
Carrier Global Corp

Industrials
-971
- 2.67%
$66.69 - $82.65 $64.8K - $80.3K
35.5K $2.42M
Activity Summary
Buys All Purchases 446 New Holdings 66 Increased Positions 380 Sells All Sells 576 Reductions 576 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