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
UNH
Unitedhealth Group Inc

Healthcare
-4.05K
- 5.49%
$461.52 - $548.18 $1.87M - $2.22M
69.7K $36.5M
SOXX
Ishares Semiconductor ETF

ETFs
-1.26K
- 6.26%
$188.17 - $235.81 $237K - $296K
18.8K $3.54M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.35K
- 3.94%
$65.15 - $91.81 $88K - $124K
32.9K $2.15M
HDB
Hdfc Bank LTD

Financial Services
-15.6K
- 15.23%
$58.06 - $66.85 $908K - $1.05M
87.1K $5.79M
SUB
Ishares Short Term National Mu

ETFs
-6.99K
- 18.32%
$105.3 - $106.24 $736K - $743K
31.2K $3.29M
ITW
Illinois Tool Works Inc

Industrials
-949
- 1.07%
$244.9 - $274.48 $232K - $260K
88.1K $21.9M
MSCI
Msci Inc.

Financial Services
-146
- 0.82%
$541.46 - $628.34 $79.1K - $91.7K
17.7K $10M
PFF
Ishares Trust Ishares Pfd And

ETFs
-20.3K
- 20.61%
$30.73 - $32.26 $623K - $654K
78.1K $2.4M
AZN
Astrazeneca PLC

Healthcare
-13.8K
- 31.11%
$65.37 - $77.96 $901K - $1.07M
30.5K $2.24M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-23.8K
- 0.97%
$47.33 - $47.92 $1.13M - $1.14M
2.43M $116M
GIB
Cgi Inc

Technology
-2.05K
- 5.09%
$98.12 - $122.43 $201K - $250K
38.1K $3.81M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-2.57K
- 6.46%
$101.98 - $115.66 $262K - $298K
37.2K $3.81M
CPRT
Copart Inc

Consumer Cyclical
-3.64K
- 0.82%
$52.3 - $59.83 $190K - $218K
440K $24.9M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-233
- 4.69%
$283.06 - $421.16 $66K - $98.1K
4.74K $1.34M
USXF
Ishares Esg Advanced Msci Usa

Technology
-6.14K
- 6.91%
$46.38 - $52.65 $285K - $323K
82.6K $3.86M
DHI
Horton D R Inc

Consumer Cyclical
-1.03K
- 3.06%
$125.29 - $147.65 $128K - $151K
32.5K $4.13M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-5.55K
- 4.59%
$90.0 - $96.32 $500K - $535K
115K $10.7M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-27.5K
- 23.43%
$21.23 - $22.14 $584K - $609K
89.9K $1.98M
LMT
Lockheed Martin Corp

Industrials
-576
- 8.04%
$423.19 - $506.29 $244K - $292K
6.59K $2.94M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-5.41K
- 13.3%
$100.32 - $100.76 $543K - $545K
35.3K $3.55M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-2.53K
- 4.98%
$94.5 - $110.71 $239K - $280K
48.2K $4.63M
SRE
Sempra Energy

Utilities
-3.88K
- 26.4%
$67.85 - $87.67 $263K - $340K
10.8K $771K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-21.5K
- 28.85%
$24.6 - $24.99 $530K - $538K
53.1K $1.33M
BAC
Bank Of America Corp

Financial Services
-573
- 0.26%
$39.61 - $47.74 $22.7K - $27.4K
220K $9.16M
APP
App Lovin Corp

Technology
-283
- 3.85%
$238.08 - $510.13 $67.4K - $144K
7.08K $1.87M
USB
Us Bancorp \De\

Financial Services
-2.6K
- 3.87%
$40.92 - $50.9 $107K - $133K
64.6K $2.73M
IYC
Ishares U.S. Consumer Discreti

ETFs
-502
- 0.93%
$85.71 - $101.2 $43K - $50.8K
53.3K $4.71M
LAMR
Lamar Advertising CO

Real Estate
-1.86K
- 5.92%
$110.65 - $132.9 $206K - $247K
29.5K $3.36M
ORCC
Owl Rock Capital Corp

Financial Services
-34.1K
- 10.18%
N/A
301K $4.03M
WST
West Pharmaceutical Services Inc

Healthcare
-418
- 12.42%
$199.11 - $347.87 $83.2K - $145K
2.95K $659K
TRMB
Trimble Inc.

Technology
-202
- 0.24%
$65.52 - $77.49 $13.2K - $15.7K
85.1K $5.59M
FDX
Fedex Corp

Industrials
-584
- 7.37%
$230.33 - $281.53 $135K - $164K
7.34K $1.79M
CMCSA
Comcast Corp

Communication Services
-9.86K
- 8.44%
$33.19 - $38.23 $327K - $377K
107K $3.95M
ADM
Archer Daniels Midland CO

Consumer Defensive
-8.1K
- 47.73%
$45.22 - $52.17 $366K - $423K
8.87K $425K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-9.13K
- 23.59%
$48.31 - $49.23 $441K - $449K
29.6K $1.45M
RY
Royal Bank Of Canada

Financial Services
-1K
- 2.52%
$108.81 - $123.4 $109K - $124K
38.8K $4.37M
GIS
General Mills Inc

Consumer Defensive
-3K
- 5.21%
$57.56 - $65.3 $173K - $196K
54.6K $3.26M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-3.44K
- 4.06%
$78.0 - $84.37 $268K - $290K
81.2K $6.48M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-5.79K
- 23.11%
$59.78 - $60.03 $346K - $348K
19.3K $1.15M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-4.52K
- 45.32%
$61.92 - $76.95 $280K - $348K
5.45K $409K
TMP
Tompkins Financial Corp

Financial Services
-3.57K
- 15.69%
$62.44 - $72.73 $223K - $260K
19.2K $1.21M
DOV
Dover Corp

Industrials
-321
- 1.38%
$174.65 - $206.43 $56.1K - $66.3K
23K $4.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.57K
- 2.65%
$82.81 - $92.93 $130K - $146K
57.5K $4.89M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-42
- 0.46%
$307.43 - $357.48 $12.9K - $15K
9K $2.78M
EL
Estee Lauder Companies Inc

Consumer Defensive
-3.23K
- 26.09%
$64.26 - $85.48 $208K - $276K
9.15K $603K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.56K
- 28.71%
$71.17 - $73.66 $325K - $336K
11.3K $831K
DVY
Ishares Tr

ETFs
-3.14K
- 7.92%
$128.58 - $138.1 $403K - $433K
36.5K $4.9M
PCG
Pg&E Corp

Utilities
-11.5K
- 34.92%
$15.16 - $20.4 $174K - $234K
21.4K $367K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.08K
- 6.36%
$48.02 - $53.02 $196K - $216K
60K $2.97M
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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