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
RE
Everest Re Group LTD

Financial Services
-80
- 9.01%
N/A
808 $299K
VLUE
Ishares Msci Usa Value Factor

ETFs
-319
- 4.76%
$104.89 - $113.56 $33.5K - $36.2K
6.38K $680K
ASX
Ase Technology Holding Co., Ltd.

Technology
-1.14K
- 9.25%
$8.76 - $11.36 $9.96K - $12.9K
11.2K $97K
STX
Seagate Technology Holdings PLC

Technology
-183
- 3.18%
$84.92 - $108.42 $15.5K - $19.8K
5.58K $473K
MHK
Mohawk Industries Inc

Consumer Cyclical
-91
- 3.54%
$110.92 - $130.83 $10.1K - $11.9K
2.48K $283K
INVH
Invitation Homes Inc.

Real Estate
-1.95K
- 12.1%
$30.28 - $34.85 $59K - $67.9K
14.1K $492K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-4
- 0.6%
$333.37 - $384.99 $1.33K - $1.54K
667 $223K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-47
- 2.28%
$99.42 - $126.15 $4.67K - $5.93K
2.01K $213K
RL
Ralph Lauren Corp

Consumer Cyclical
-46
- 4.78%
$215.68 - $286.74 $9.92K - $13.2K
916 $202K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-1.51K
- 3.51%
$55.76 - $59.54 $84.4K - $90.1K
41.6K $2.42M
DHS
Wisdomtree Tr U.S

ETFs
-400
- 11.11%
$91.55 - $99.74 $36.6K - $39.9K
3.2K $317K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-261
- 3.13%
N/A
8.07K $522K
TAP
Molson Coors Beverage CO

Consumer Defensive
-578
- 10.89%
$52.44 - $62.91 $30.3K - $36.4K
4.73K $287K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-15
- 1.18%
$161.03 - $235.53 $2.42K - $3.53K
1.26K $208K
SUI
Sun Communities Inc

Real Estate
-320
- 7.26%
$120.53 - $136.43 $38.6K - $43.7K
4.09K $525K
AIT
Applied Industrial Technologies Inc

Industrials
-11
- 1.17%
$218.93 - $269.18 $2.41K - $2.96K
933 $210K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-150
- 6.02%
$106.46 - $114.75 $16K - $17.2K
2.34K $258K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.15K
- 1.04%
$39.96 - $43.3 $46.1K - $50K
110K $4.53M
EEM
Ishares Msci Emerging Markets

ETFs
-2.54K
- 4.92%
$40.81 - $45.34 $104K - $115K
49.1K $2.15M
IBN
Icici Bank LTD

Financial Services
-1.51K
- 7.52%
$27.55 - $31.67 $41.6K - $47.8K
18.6K $585K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-405
- 4.29%
$42.93 - $44.71 $17.4K - $18.1K
9.05K $396K
LUV
Southwest Airlines CO

Industrials
-361
- 3.58%
$28.18 - $34.84 $10.2K - $12.6K
9.74K $326K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-1.28K
- 7.69%
$5.83 - $7.58 $7.49K - $9.73K
15.4K $95K
BKH
Black Hills Corp

Utilities
-342
- 9.36%
$55.74 - $61.86 $19.1K - $21.2K
3.31K $200K
BMO
Bank Of Montreal

Financial Services
-67
- 2.47%
$94.92 - $104.14 $6.36K - $6.98K
2.65K $252K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-4
- 0.03%
$65.4 - $79.39 $262 - $318
12.2K $906K
LOGI
Logitech International S.A.

Technology
-219
- 5.37%
$81.64 - $105.06 $17.9K - $23K
3.86K $325K
TIP
Ishares Tr Tips Bd ETF

ETFs
-418
- 5.1%
$106.22 - $111.09 $44.4K - $46.4K
7.78K $863K
ALL
Allstate Corp

Financial Services
-573
- 7.46%
$180.99 - $210.18 $104K - $120K
7.11K $1.47M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-406
- 3.44%
$11.22 - $11.8 $4.56K - $4.79K
11.4K $127K
AIZ
Assurant, Inc.

Financial Services
-13
- 0.75%
$198.92 - $218.67 $2.59K - $2.84K
1.72K $360K
FEX
First Tr Large Cap Core Alphde

ETFs
-50
- 2.39%
$99.27 - $109.89 $4.96K - $5.49K
2.04K $208K
ELS
Equity Lifestyle Properties Inc

Real Estate
-153
- 3.68%
$64.36 - $69.32 $9.85K - $10.6K
4K $267K
PSA
Public Storage

Real Estate
-30
- 0.65%
$288.99 - $313.98 $8.67K - $9.42K
4.58K $1.37M
SNA
Snap On Inc

Industrials
-21
- 3.0%
$324.09 - $358.62 $6.81K - $7.53K
680 $229K
DVYE
Ishares Emerging Markets Divid

ETFs
-3.78K
- 5.81%
$25.08 - $27.99 $94.9K - $106K
61.4K $1.68M
K
Kellogg CO

Consumer Defensive
-200
- 3.02%
$81.06 - $82.9 $16.2K - $16.6K
6.43K $530K
VOE
Vanguard Mid Cap Value Index F

ETFs
-5
- 0.12%
$156.61 - $168.02 $783 - $840
4.03K $647K
DVA
Davita Inc.

Healthcare
-89
- 3.68%
$140.0 - $177.35 $12.5K - $15.8K
2.33K $355K
PODD
Insulet Corp

Healthcare
-48
- 0.82%
$237.06 - $288.29 $11.4K - $13.8K
5.78K $1.52M
SHG
Shinhan Financial Group CO LTD

Financial Services
-58
- 0.69%
N/A
8.38K $289K
BRX
Brixmor Property Group Inc.

Real Estate
-115
- 1.11%
N/A
10.3K $233K
CNQ
Canadian Natural Resources LTD

Energy
-18
- 0.19%
$26.72 - $32.74 $481 - $589
9.46K $291K
ABEV
Ambev S.A.

Consumer Defensive
-3.89K
- 23.63%
$1.77 - $2.37 $6.89K - $9.22K
12.6K $29K
EEMV
Ishares Msci Emerging Markets

ETFs
-176
- 0.63%
$57.07 - $59.29 $10K - $10.4K
27.9K $1.63M
Liberty Media Corp. Series C Liberty Formula One
-26
- 0.7%
N/A
3.66K $0
Arista Networks, Inc.
-28
- 0.09%
N/A
30.1K $0
Aptiv PLC
-3.87K
- 13.2%
N/A
25.5K $0
Atmus Filtration Technologies, Inc.
-771
- 3.35%
N/A
22.2K $0
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email