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
Kenvue, Inc.
-1.59K
- 2.95%
N/A
52.3K $0
Thomson Reuters Corporation
-35.9K
- 34.24%
N/A
68.9K $0
CVNA
Carvana Co.

Consumer Cyclical
-49
- 2.58%
$166.52 - $285.33 $8.16K - $14K
1.85K $386K
Middlefield Banc Corp.
-2.3K
- 15.33%
N/A
12.7K $0
LCTD
Blackrock ETF World Ex Us Carb
-2.78K
- 11.91%
N/A
20.6K $0
Blackrock, Inc.
-1.49K
- 8.54%
N/A
15.9K $0
Gsk PLC Sponsored Adr
-2.31K
- 3.95%
N/A
56.1K $0
Brookfield Corporation
-304
- 6.5%
N/A
4.37K $0
American Healthcare Reit, Inc.
-3.26K
- 19.2%
N/A
13.7K $0
Veralto Corporation
-395
- 5.03%
N/A
7.46K $0
Ishares Flexible Income Active ETF
-11.6K
- 1.4%
N/A
815K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
-2.2K
- 16.0%
N/A
11.6K $0
Primo Brands Corporation Class A
-206
- 3.05%
N/A
6.54K $0
WPC
W. P. Carey Inc.

Real Estate
-602
- 13.43%
$53.5 - $65.05 $32.2K - $39.2K
3.88K $244K
Ferguson Enterprises Inc.
-467
- 0.83%
N/A
55.5K $0
Cooper Companies, Inc.
-576
- 17.58%
N/A
2.7K $0
Core Scientific Inc
-128
- 0.64%
N/A
20K $0
Spdr Msci Acwi Climate Paris Aligned ETF
-286
- 3.47%
N/A
7.95K $0
FNDC
Schwab Fundamental Intl Small

ETFs
-502
- 5.68%
$33.34 - $37.44 $16.7K - $18.8K
8.34K $302K
BBD
Bank Bradesco

Financial Services
-1.86K
- 10.17%
$1.85 - $2.32 $3.44K - $4.32K
16.4K $36K
DGRO
Ishares Core Dividend Growth E

ETFs
-625
- 0.66%
$60.46 - $64.42 $37.8K - $40.3K
94K $5.81M
TS
Tenaris Sa

Energy
-119
- 2.11%
$35.73 - $40.28 $4.25K - $4.79K
5.51K $215K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-120
- 1.82%
$34.83 - $36.05 $4.18K - $4.33K
6.46K $231K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.37K
- 9.3%
$63.07 - $73.5 $86.4K - $101K
13.4K $937K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-224
- 0.51%
$9.47 - $11.46 $2.12K - $2.57K
43.3K $464K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-101
- 2.94%
$59.28 - $66.1 $5.99K - $6.68K
3.33K $211K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-20
- 0.92%
$100.59 - $103.47 $2.01K - $2.07K
2.16K $223K
VCIT
Vanguard Intermediate Term Cor

ETFs
-865
- 1.58%
$79.17 - $82.04 $68.5K - $71K
53.8K $4.4M
TD
Toronto Dominion Bank

Financial Services
-308
- 6.86%
$53.12 - $61.15 $16.4K - $18.8K
4.18K $250K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-310
- 4.47%
$64.35 - $73.03 $19.9K - $22.6K
6.63K $462K
JCI
Johnson Controls International PLC

Industrials
-198
- 0.77%
$76.12 - $90.6 $15.1K - $17.9K
25.6K $2.05M
WTW
Willis Towers Watson PLC

Financial Services
-11
- 1.4%
$306.61 - $340.78 $3.37K - $3.75K
773 $261K
DNP
Dnp Select Income Fund Inc

Financial Services
-115
- 0.61%
$8.93 - $9.92 $1.03K - $1.14K
18.7K $184K
WY
Weyerhaeuser CO

Real Estate
-40
- 0.22%
$27.29 - $31.39 $1.09K - $1.26K
18.2K $532K
UNM
Unum Group

Financial Services
-848
- 8.15%
$71.8 - $83.34 $60.9K - $70.7K
9.56K $778K
MKC
Mccormick & CO Inc

Consumer Defensive
-467
- 4.68%
$71.24 - $84.73 $33.3K - $39.6K
9.52K $783K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-271
- 1.7%
$30.38 - $34.94 $8.23K - $9.47K
15.7K $536K
HLN
Haleon PLC

Healthcare
-186
- 0.5%
$9.02 - $10.67 $1.68K - $1.98K
37.3K $383K
OGE
Oge Energy Corp.

Utilities
-82
- 1.3%
$39.76 - $46.32 $3.26K - $3.8K
6.2K $285K
TDS
Telephone & Data Systems Inc

Communication Services
-10
- 0.17%
$32.18 - $40.31 $322 - $403
5.88K $227K
HDV
Ishares Core High Dividend ETF

ETFs
-854
- 5.7%
$110.86 - $121.12 $94.7K - $103K
14.1K $1.71M
COP
Conocophillips

Energy
-3.11K
- 5.12%
$88.6 - $105.85 $276K - $330K
57.7K $6.06M
L
Loews Corp

Financial Services
-83
- 1.6%
$81.13 - $91.91 $6.73K - $7.63K
5.11K $470K
CBOE
Cboe Global Markets, Inc.

Financial Services
-48
- 3.43%
$190.84 - $226.29 $9.16K - $10.9K
1.35K $305K
EXPD
Expeditors International Of Washington Inc

Industrials
-97
- 2.02%
$109.09 - $126.48 $10.6K - $12.3K
4.71K $565K
LNC
Lincoln National Corp

Financial Services
-1.09K
- 6.23%
$30.06 - $39.23 $32.7K - $42.6K
16.4K $587K
ROL
Rollins Inc

Consumer Cyclical
-144
- 2.63%
$45.65 - $54.03 $6.57K - $7.78K
5.33K $288K
ACGL
Arch Capital Group Ltd.

Financial Services
-78
- 0.65%
$88.13 - $96.94 $6.87K - $7.56K
12K $1.15M
PAYC
Paycom Software, Inc.

Technology
-120
- 2.47%
$199.42 - $225.82 $23.9K - $27.1K
4.74K $1.04M
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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