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
ITA
Ishares Tr

ETFs
-600
- 28.56%
$144.84 - $159.5 $86.9K - $95.7K
1.5K $229K
NICE
Nice Ltd.

Technology
-311
- 17.95%
$139.18 - $178.5 $43.3K - $55.5K
1.42K $219K
ICLR
Icon PLC

Healthcare
-151
- 10.88%
$174.99 - $222.58 $26.4K - $33.6K
1.24K $216K
IHDG
Wisdomtree Tr

ETFs
-1.51K
- 1.06%
$43.4 - $47.51 $65.3K - $71.5K
141K $6.11M
IDXX
Idexx Laboratories Inc

Healthcare
-211
- 8.63%
$406.29 - $469.04 $85.7K - $99K
2.24K $938K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-10.1K
- 3.08%
$27.01 - $28.54 $274K - $289K
318K $8.9M
HYG
Ishares Tr

ETFs
-1.38K
- 0.83%
$78.51 - $80.11 $109K - $111K
165K $13M
IJK
Ishares S&P Midcap 400 Growth

ETFs
-288
- 4.91%
$81.62 - $96.63 $23.5K - $27.8K
5.57K $464K
EA
Electronic Arts Inc.

Communication Services
-404
- 9.18%
$116.53 - $146.29 $47.1K - $59.1K
4K $577K
BBY
Best Buy CO Inc

Consumer Cyclical
-125
- 2.78%
$70.3 - $91.1 $8.79K - $11.4K
4.37K $321K
VNO
Vornado Realty Trust

Real Estate
-163
- 1.44%
$35.4 - $43.26 $5.77K - $7.05K
11.1K $411K
XEL
Xcel Energy Inc

Utilities
-1.72K
- 9.55%
$63.37 - $72.1 $109K - $124K
16.3K $1.15M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-1.19K
- 12.19%
$47.4 - $50.24 $56.2K - $59.5K
8.53K $412K
ITB
Ishares Tr

ETFs
-130
- 2.07%
$93.86 - $111.45 $12.2K - $14.5K
6.15K $585K
CFG
Citizens Financial Group Inc

Financial Services
-174
- 0.89%
$39.73 - $48.36 $6.91K - $8.41K
19.4K $793K
DD
Du Pont De Nemours, Inc.

Basic Materials
-522
- 3.85%
$72.7 - $84.32 $37.9K - $44K
13K $974K
IVZ
Invesco Ltd.

Financial Services
-2.02K
- 16.12%
$14.82 - $19.34 $29.9K - $39K
10.5K $159K
ES
Eversource Energy

Utilities
-2.15K
- 13.31%
$55.63 - $63.8 $119K - $137K
14K $868K
PKG
Packaging Corp Of America

Consumer Cyclical
-23
- 1.18%
$192.03 - $242.13 $4.42K - $5.57K
1.93K $382K
FTSL
First Trust Senior Ln Fund

ETFs
-1.17K
- 19.58%
$45.65 - $46.48 $53.4K - $54.4K
4.81K $219K
OC
Owens Corning

Industrials
-73
- 4.3%
$137.83 - $191.19 $10.1K - $14K
1.63K $232K
MAS
Masco Corp

Industrials
-463
- 5.82%
$68.67 - $81.85 $31.8K - $37.9K
7.5K $521K
XLF
Financial Sector Spdr

ETFs
-3.27K
- 4.48%
$47.32 - $52.19 $155K - $171K
69.8K $3.47M
ZTS
Zoetis Inc.

Healthcare
-532
- 2.81%
$156.48 - $175.67 $83.2K - $93.5K
18.4K $3.03M
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-290
- 0.73%
$16.62 - $17.97 $4.82K - $5.21K
39.5K $658K
TJX
Tjx Companies Inc

Consumer Cyclical
-887
- 1.6%
$112.81 - $126.16 $100K - $112K
54.6K $6.65M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-184
- 3.02%
$122.03 - $134.83 $22.5K - $24.8K
5.9K $724K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.51K
- 14.86%
$39.18 - $43.52 $59K - $65.5K
8.63K $360K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-829
- 16.16%
$49.36 - $53.08 $40.9K - $44K
4.3K $214K
WIT
Wipro LTD

Technology
-2.27K
- 2.6%
$3.0 - $3.77 $6.8K - $8.54K
84.8K $259K
CACI
Caci International Inc

Technology
-112
- 1.93%
N/A
5.69K $2.43M
CNI
Canadian National Railway CO

Industrials
-222
- 3.59%
$95.46 - $106.79 $21.2K - $23.7K
5.97K $581K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
-148
- 6.01%
$91.44 - $106.54 $13.5K - $15.8K
2.32K $211K
DOCU
Docusign, Inc.

Technology
-214
- 6.98%
$74.7 - $97.7 $16K - $20.9K
2.85K $231K
AMG
Affiliated Managers Group, Inc.

Financial Services
-53
- 2.54%
$154.65 - $189.71 $8.2K - $10.1K
2.04K $342K
ZION
Zions Bancorporation, National Association

Financial Services
-41
- 0.44%
$47.0 - $59.03 $1.93K - $2.42K
9.22K $459K
CVE
Cenovus Energy Inc.

Energy
-1.13K
- 5.82%
$12.24 - $15.63 $13.9K - $17.7K
18.3K $255K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-7
- 0.5%
$186.55 - $250.04 $1.31K - $1.75K
1.38K $278K
IYJ
Ishares Tr

ETFs
-210
- 6.65%
$127.48 - $142.0 $26.8K - $29.8K
2.95K $383K
XLB
Select Sector Spdr Fd Material

ETFs
-572
- 9.13%
$83.19 - $90.99 $47.6K - $52K
5.69K $489K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
-305
- 2.15%
$5.62 - $10.15 $1.71K - $3.1K
13.9K $87K
ALLE
Allegion PLC

Industrials
-263
- 13.0%
$123.79 - $135.5 $32.6K - $35.6K
1.76K $229K
IYY
Ishares Tr

ETFs
-6
- 0.13%
$134.05 - $149.75 $804 - $899
4.64K $631K
EMLP
First Tr Exchange Traded Iv

ETFs
-1.3K
- 15.88%
$35.79 - $38.28 $46.6K - $49.9K
6.9K $258K
VHT
Vanguard Health Care ETF

ETFs
-173
- 14.8%
$254.06 - $273.83 $44K - $47.4K
996 $263K
SFNC
Simmons First National Corp

Financial Services
-10
- 0.05%
$19.68 - $23.3 $197 - $233
18.9K $387K
CWK
Cushman & Wakefield PLC

Real Estate
-215
- 2.09%
$10.19 - $13.87 $2.19K - $2.98K
10K $102K
PEG
Public Service Enterprise Group Inc

Utilities
-18
- 0.14%
$78.2 - $90.39 $1.41K - $1.63K
13.2K $1.09M
AVY
Avery Dennison Corp

Industrials
-43
- 1.71%
$174.58 - $195.91 $7.51K - $8.42K
2.48K $441K
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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