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
UAL
United Airlines Holdings, Inc.

Industrials
-324
- 3.33%
$69.05 - $110.52 $22.4K - $35.8K
9.42K $650K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.8K
- 6.88%
$37.07 - $40.63 $438K - $480K
160K $6.3M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-2.23K
- 2.85%
$83.18 - $89.27 $185K - $199K
75.8K $6.34M
WFC
Wells Fargo & Company

Financial Services
-8.48K
- 4.11%
$66.78 - $81.42 $566K - $691K
198K $14.2M
BIIB
Biogen Inc.

Healthcare
-1.5K
- 30.69%
$133.43 - $153.27 $200K - $229K
3.38K $462K
IWP
Ishares Russell Mid Cap Growth

ETFs
-671
- 3.13%
$114.9 - $139.6 $77.1K - $93.7K
20.7K $2.44M
ROST
Ross Stores, Inc.

Consumer Cyclical
-408
- 4.36%
$123.3 - $154.95 $50.3K - $63.2K
8.94K $1.14M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-361
- 6.73%
$254.58 - $302.92 $91.9K - $109K
5.01K $1.28M
FCX
Freeport Mcmoran Inc

Basic Materials
-6.36K
- 6.68%
$34.5 - $43.01 $220K - $274K
88.9K $3.37M
AVUS
American Centy ETF Tr Avantis

ETFs
-2.07K
- 14.76%
$90.7 - $101.57 $188K - $210K
12K $1.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-32
- 0.51%
$522.96 - $601.18 $16.7K - $19.2K
6.29K $3.36M
WAT
Waters Corp

Healthcare
-583
- 5.4%
$362.16 - $417.28 $211K - $243K
10.2K $3.76M
TT
Trane Technologies PLC

Industrials
-26
- 0.37%
$332.0 - $400.86 $8.63K - $10.4K
7.06K $2.38M
CNC
Centene Corp

Healthcare
-3.92K
- 40.45%
$55.93 - $65.89 $219K - $258K
5.77K $350K
KMX
Carmax Inc

Consumer Cyclical
-695
- 1.5%
$69.25 - $89.19 $48.1K - $62K
45.7K $3.56M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.97K
- 1.9%
$94.84 - $105.31 $187K - $207K
102K $9.81M
VRT
Vertiv Holdings CO

Industrials
-2.6K
- 15.8%
N/A
13.8K $1.2M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-168
- 1.5%
$302.31 - $337.54 $50.8K - $56.7K
11K $3.38M
URI
United Rentals, Inc.

Industrials
-23
- 0.86%
$594.17 - $789.56 $13.7K - $18.2K
2.65K $1.66M
HPE
Hewlett Packard Enterprise CO

Technology
-2.63K
- 8.56%
$14.77 - $24.42 $38.8K - $64.2K
28.1K $433K
ON
On Semiconductor Corp

Technology
-593
- 6.71%
$40.69 - $64.51 $24.1K - $38.3K
8.24K $335K
FITB
Fifth Third Bancorp

Financial Services
-1.94K
- 4.21%
$37.48 - $44.96 $72.9K - $87.4K
44.2K $1.73M
ROK
Rockwell Automation, Inc

Industrials
-318
- 6.38%
$255.29 - $303.75 $81.2K - $96.6K
4.66K $1.2M
NTRS
Northern Trust Corp

Financial Services
-578
- 1.39%
$96.09 - $113.81 $55.5K - $65.8K
40.9K $4.04M
AMP
Ameriprise Financial Inc

Financial Services
-14
- 0.33%
$472.29 - $575.13 $6.61K - $8.05K
4.23K $2.05M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-688
- 1.56%
$169.43 - $182.84 $117K - $126K
43.4K $7.51M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.58K
- 6.46%
$105.1 - $109.61 $271K - $282K
37.3K $4.05M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-279
- 0.79%
$58.81 - $68.2 $16.4K - $19K
34.8K $2.08M
VTRS
Viatris Inc

Healthcare
-8.99K
- 26.87%
$8.68 - $12.42 $78K - $112K
24.5K $213K
KHC
Kraft Heinz CO

Consumer Defensive
-6.33K
- 28.76%
$28.51 - $32.22 $180K - $204K
15.7K $477K
RPM
Rpm International Inc

Basic Materials
-699
- 4.4%
$114.03 - $128.31 $79.7K - $89.7K
15.2K $1.76M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-3.71K
- 7.23%
$69.87 - $75.62 $259K - $281K
47.6K $3.45M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-14
- 0.59%
$634.14 - $744.83 $8.88K - $10.4K
2.36K $1.49M
XLI
Industrial Sector Spdr

ETFs
-1.35K
- 6.2%
$128.78 - $141.67 $174K - $191K
20.4K $2.68M
EME
Emcor Group, Inc.

Industrials
-225
- 18.2%
$361.16 - $535.99 $81.3K - $121K
1.01K $373K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-1.42K
- 39.9%
$113.22 - $126.36 $161K - $180K
2.14K $246K
XLY
Select Sector Spdr Consumer Di

ETFs
-160
- 2.79%
$192.6 - $233.2 $30.8K - $37.3K
5.58K $1.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.41K
- 3.17%
$49.78 - $53.19 $170K - $182K
104K $5.33M
MSI
Motorola Solutions, Inc.

Technology
-119
- 2.27%
$411.73 - $482.1 $49K - $57.4K
5.13K $2.25M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-28.2K
- 37.76%
$9.19 - $12.93 $259K - $364K
46.5K $518K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.19K
- 2.75%
$126.11 - $135.06 $276K - $296K
77.5K $9.99M
XPO
Xpo Logistics, Inc.

Industrials
-175
- 2.69%
$106.12 - $148.16 $18.6K - $25.9K
6.33K $680K
OXY
Occidental Petroleum Corp

Energy
-3.43K
- 15.52%
$45.45 - $52.7 $156K - $181K
18.7K $921K
GPN
Global Payments Inc

Industrials
-1.06K
- 22.77%
$92.18 - $113.03 $97.6K - $120K
3.59K $351K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
-3K
- 16.37%
$59.15 - $62.71 $177K - $188K
15.3K $945K
VO
Vanguard Mid Cap ETF

ETFs
-166
- 0.73%
$251.87 - $277.95 $41.8K - $46.1K
22.6K $5.84M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-133
- 7.8%
$314.47 - $431.35 $41.8K - $57.4K
1.57K $576K
NTAP
Net App, Inc.

Technology
-400
- 8.8%
$87.84 - $126.3 $35.1K - $50.5K
4.15K $364K
HPQ
Hp Inc

Technology
-935
- 3.42%
$27.69 - $34.72 $25.9K - $32.5K
26.4K $731K
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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