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
MDB
Mongo Db, Inc.

Technology
-274
- 13.94%
$175.4 - $298.52 $48.1K - $81.8K
1.69K $296K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-2.33K
- 14.31%
$107.24 - $116.37 $250K - $271K
14K $1.62M
D
Dominion Energy, Inc

Utilities
-4.17K
- 11.62%
$52.85 - $57.43 $220K - $239K
31.7K $1.78M
TM
Toyota Motor Corp

Consumer Cyclical
-76
- 0.98%
$176.53 - $195.35 $13.4K - $14.8K
7.68K $1.36M
CE
Celanese Corp

Basic Materials
-1.34K
- 21.71%
$47.02 - $74.12 $63K - $99.2K
4.83K $274K
SHOP
Shopify Inc.

Technology
-288
- 2.57%
$90.59 - $129.31 $26.1K - $37.2K
10.9K $1.04M
MRNA
Moderna, Inc.

Healthcare
-918
- 10.13%
$28.35 - $47.53 $26K - $43.6K
8.14K $230K
A
Agilent Technologies, Inc.

Healthcare
-221
- 3.24%
$116.69 - $152.6 $25.8K - $33.7K
6.6K $772K
INFY
Infosys LTD

Technology
-4.51K
- 27.73%
$18.06 - $22.89 $81.4K - $103K
11.7K $214K
STT
State Street Corp

Financial Services
-567
- 5.46%
$84.47 - $102.23 $47.9K - $58K
9.82K $879K
APA
Apa Corp

Energy
-4.4K
- 20.58%
$18.54 - $25.45 $81.5K - $112K
17K $356K
SWKS
Skyworks Solutions, Inc.

Technology
-172
- 3.27%
$64.12 - $93.96 $11K - $16.2K
5.09K $329K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.46K
- 11.84%
$64.88 - $72.1 $94.7K - $105K
10.9K $715K
CADE
Cadence Bank

Financial Services
-2.87K
- 25.99%
$29.1 - $35.93 $83.5K - $103K
8.17K $247K
GNRC
Generac Holdings Inc.

Industrials
-309
- 9.41%
$126.65 - $164.06 $39.1K - $50.7K
2.97K $376K
IGLB
Ishares 10+ Year Investment Gr

ETFs
-4.41K
- 4.02%
$48.32 - $51.22 $213K - $226K
105K $5.28M
AOR
Ishares Tr Core Growth Allocat

ETFs
-2.36K
- 11.08%
$56.63 - $59.39 $134K - $140K
19K $1.09M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-7.73K
- 4.21%
$20.82 - $22.08 $161K - $171K
176K $3.78M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-178
- 1.4%
$77.33 - $90.16 $13.8K - $16K
12.5K $982K
LHX
L3 Harris Technologies, Inc.

Industrials
-555
- 7.16%
$194.65 - $222.86 $108K - $124K
7.2K $1.51M
SHV
Ishares Tr

ETFs
-1.17K
- 6.25%
$110.11 - $110.51 $129K - $129K
17.6K $1.94M
PPG
Ppg Industries Inc

Basic Materials
-361
- 4.41%
$107.44 - $124.29 $38.8K - $44.9K
7.83K $856K
NEAR
Blackrock Short Maturity Bond

ETFs
-2.52K
- 10.4%
$50.4 - $50.89 $127K - $128K
21.7K $1.1M
RRX
Regal Rexnord Corp

Industrials
-148
- 6.11%
$113.85 - $167.1 $16.8K - $24.7K
2.28K $259K
IQV
Iqvia Holdings Inc.

Healthcare
-326
- 11.7%
$176.3 - $209.96 $57.5K - $68.4K
2.46K $433K
ZBRA
Zebra Technologies Corp

Technology
-81
- 9.53%
$271.72 - $421.11 $22K - $34.1K
769 $217K
VST
Vistra Corp.

Utilities
-21
- 0.4%
$108.49 - $191.89 $2.28K - $4.03K
5.25K $616K
IFF
International Flavors & Fragrances Inc

Basic Materials
-450
- 4.35%
$76.48 - $87.72 $34.4K - $39.5K
9.89K $767K
KIM
Kimco Realty Corp

Real Estate
-935
- 2.44%
$20.15 - $23.42 $18.8K - $21.9K
37.3K $792K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-3.37K
- 3.64%
$59.63 - $64.37 $201K - $217K
89.2K $5.55M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.38K
- 23.36%
$19.42 - $19.54 $104K - $105K
17.7K $343K
IXUS
Ishares Tr

ETFs
-8.62K
- 6.34%
$65.06 - $72.31 $561K - $623K
127K $8.9M
VOT
Vanguard Mid Cap Growth Index

ETFs
-29
- 0.28%
$237.72 - $276.98 $6.89K - $8.03K
10.5K $2.56M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.97K
- 12.26%
$31.63 - $35.22 $62.4K - $69.5K
14.1K $451K
VDE
Vanguard Energy ETF

ETFs
-1.1K
- 20.5%
$119.14 - $132.76 $131K - $146K
4.27K $553K
FDN
First Tr Fd Dow Jones

ETFs
-190
- 7.22%
$221.38 - $266.86 $42.1K - $50.7K
2.44K $542K
FANG
Diamondback Energy, Inc.

Energy
-431
- 6.05%
$139.9 - $180.18 $60.3K - $77.7K
6.7K $1.07M
FHN
First Horizon Corp

Financial Services
-4.02K
- 15.1%
$17.7 - $22.43 $71.1K - $90.1K
22.6K $438K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.05K
- 21.05%
$19.43 - $19.62 $98.1K - $99.1K
18.9K $370K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-4.71K
- 20.55%
$20.05 - $20.4 $94.4K - $96.1K
18.2K $370K
IGV
Ishares Expanded Tech Software

ETFs
-268
- 4.45%
$88.3 - $107.83 $23.7K - $28.9K
5.76K $512K
VMC
Vulcan Materials CO

Basic Materials
-83
- 2.83%
$220.9 - $277.54 $18.3K - $23K
2.85K $665K
CDAY
Ceridian Hcm Holding Inc.

Technology
-1.36K
- 20.22%
N/A
5.38K $347K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-3.8K
- 11.8%
$24.29 - $24.65 $92.3K - $93.7K
28.4K $699K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-4.87K
- 8.92%
$32.74 - $36.2 $159K - $176K
49.7K $1.74M
INCY
Incyte Corp

Healthcare
-554
- 9.07%
$60.0 - $75.26 $33.2K - $41.7K
5.55K $336K
HAL
Halliburton CO

Energy
-662
- 1.79%
$24.15 - $29.9 $16K - $19.8K
36.3K $919K
IWS
Ishares Russell Midcap Value E

ETFs
-405
- 4.58%
$122.59 - $135.24 $49.6K - $54.8K
8.44K $1.06M
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
-307
- 1.09%
$45.21 - $50.33 $13.9K - $15.5K
27.8K $1.27M
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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