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
MSCI
Msci Inc.

Financial Services
-980
- 5.19%
$569.09 - $635.99 $558K - $623K
17.9K $10.7M
BP
Bp PLC

Energy
-6.26K
- 13.86%
$28.16 - $33.14 $176K - $207K
38.9K $1.15M
TXN
Texas Instruments Inc

Technology
-1.37K
- 2.74%
N/A
48.8K $9.5M
TTD
Trade Desk, Inc.

Technology
-4.48K
- 13.53%
$108.7 - $139.51 $487K - $625K
28.6K $3.36M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-6.58K
- 5.3%
$21.43 - $22.55 $141K - $148K
117K $2.53M
PFF
Ishares Trust Ishares Pfd And

ETFs
-2.61K
- 2.58%
$31.23 - $33.51 $81.4K - $87.3K
98.4K $3.09M
TT
Trane Technologies PLC

Industrials
-304
- 4.11%
$369.35 - $419.14 $112K - $127K
7.09K $2.62M
IFF
International Flavors & Fragrances Inc

Basic Materials
-420
- 3.9%
$83.96 - $106.19 $35.3K - $44.6K
10.3K $874K
ESS
Essex Property Trust, Inc.

Real Estate
-912
- 52.69%
N/A
819 $223K
CBT
Cabot Corp

Basic Materials
-1.69K
- 36.9%
$90.64 - $117.0 $153K - $197K
2.88K $263K
O
Realty Income Corp

Real Estate
-1.58K
- 9.8%
$51.76 - $64.71 $81.9K - $102K
14.6K $778K
EPD
Enterprise Products Partners L.P.

Energy
-9.84K
- 35.61%
$28.66 - $34.43 $282K - $339K
17.8K $558K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-4.67K
- 3.71%
$22.65 - $23.8 $106K - $111K
121K $2.75M
DD
Du Pont De Nemours, Inc.

Basic Materials
-718
- 5.03%
$75.95 - $88.05 $54.5K - $63.2K
13.6K $1.03M
AEP
American Electric Power CO Inc

Utilities
-423
- 2.21%
$90.91 - $102.21 $38.5K - $43.2K
18.7K $1.72M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-4.04K
- 9.46%
$48.48 - $49.47 $196K - $200K
38.7K $1.88M
DVY
Ishares Tr

ETFs
-579
- 1.44%
$129.55 - $143.41 $75K - $83K
39.6K $5.2M
IEMG
Ishares Inc

ETFs
-4.23K
- 0.18%
N/A
2.39M $128M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-3.86K
- 7.06%
$98.04 - $108.11 $378K - $417K
50.8K $5.17M
VLO
Valero Energy Corp

Energy
-385
- 2.69%
$118.59 - $144.02 $45.7K - $55.4K
13.9K $1.71M
VT
Vanguard Total World Stk Index

ETFs
-353
- 0.43%
$117.09 - $123.07 $41.3K - $43.4K
82.2K $9.65M
HPQ
Hp Inc

Technology
-3.72K
- 11.97%
$32.46 - $39.3 $121K - $146K
27.3K $892K
VCIT
Vanguard Intermediate Term Cor

ETFs
-324
- 0.59%
$80.13 - $83.77 $26K - $27.1K
54.7K $4.39M
ING
Ing Groep Nv

Financial Services
-3.39K
- 5.16%
$15.1 - $17.73 $51.1K - $60K
62.2K $975K
OEF
Ishares S&P 100 ETF

ETFs
-808
- 3.5%
N/A
22.3K $5.93M
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.07K
- 17.45%
$72.97 - $96.75 $78.4K - $104K
5.08K $377K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-514
- 24.83%
$417.69 - $450.94 $215K - $232K
1.56K $662K
HII
Huntington Ingalls Industries, Inc.

Industrials
-470
- 30.3%
$184.96 - $264.65 $86.9K - $124K
1.08K $204K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.06K
- 1.9%
$33.39 - $37.66 $35.2K - $39.7K
54.5K $1.82M
STM
St Microelectronics N.V.

Technology
-5.44K
- 39.03%
$24.48 - $28.92 $133K - $157K
8.5K $212K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.52K
- 15.66%
$106.33 - $110.69 $162K - $168K
8.19K $873K
CMF
Ishares California Muni Bond E

ETFs
-2.14K
- 2.43%
$56.66 - $58.1 $121K - $124K
85.9K $4.92M
XLI
Industrial Sector Spdr

ETFs
-846
- 3.74%
$131.76 - $143.99 $111K - $122K
21.8K $2.87M
EOG
Eog Resources Inc

Energy
-1.46K
- 3.95%
$118.22 - $136.54 $173K - $199K
35.5K $4.35M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-1.44K
- 3.24%
$55.73 - $61.23 $80.3K - $88.2K
43.1K $2.44M
WY
Weyerhaeuser CO

Real Estate
-2.5K
- 12.05%
$27.21 - $33.7 $68K - $84.2K
18.2K $513K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.05K
- 1.3%
$126.68 - $134.74 $133K - $142K
79.7K $10.2M
MAS
Masco Corp

Industrials
-1.1K
- 12.13%
$72.52 - $85.73 $79.7K - $94.2K
7.96K $577K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-159
- 1.14%
$209.89 - $233.24 $33.4K - $37.1K
13.8K $2.92M
MTD
Mettler Toledo International Inc

Healthcare
-14
- 2.36%
$1160.67 - $1498.12 $16.2K - $21K
580 $709K
FSLR
First Solar, Inc.

Technology
-213
- 10.95%
$175.88 - $240.66 $37.5K - $51.3K
1.73K $305K
ALL
Allstate Corp

Financial Services
-1.06K
- 12.13%
$181.25 - $208.2 $192K - $221K
7.69K $1.48M
HSY
Hershey CO

Consumer Defensive
-611
- 19.01%
$168.67 - $193.65 $103K - $118K
2.6K $440K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-3.25K
- 4.82%
$50.53 - $55.55 $164K - $180K
64.1K $3.27M
ADSK
Autodesk, Inc.

Technology
-715
- 10.26%
N/A
6.25K $1.54M
TRV
Travelers Companies, Inc.

Financial Services
-981
- 10.11%
$225.97 - $266.66 $222K - $262K
8.73K $2.1M
TROW
Price T Rowe Group Inc

Financial Services
-1.88K
- 18.5%
$106.48 - $124.69 $200K - $234K
8.26K $934K
XLK
Technology Sector Spdr

ETFs
-1.9K
- 4.69%
$220.26 - $241.44 $419K - $460K
38.7K $9M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-656
- 10.89%
$278.19 - $315.36 $182K - $207K
5.37K $1.54M
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
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