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
AXGN
Axogen, Inc.

Healthcare
-90
- 0.42%
$14.56 - $20.11 $1.31K - $1.81K
21.1K $390K
LBRDK
Liberty Broadband Corp

Communication Services
-83
- 1.7%
$73.49 - $88.64 $6.1K - $7.36K
4.8K $408K
EQNR
Equinor Asa

Energy
-775
- 3.33%
$22.37 - $26.45 $17.3K - $20.5K
22.5K $594K
SAP
Sap Se

Technology
-997
- 7.03%
$241.4 - $293.69 $241K - $293K
13.2K $3.54M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-86
- 0.38%
$78.97 - $85.82 $6.79K - $7.38K
22.8K $1.89M
VPU
Vanguard Utilities ETF

ETFs
-78
- 0.78%
$161.24 - $173.33 $12.6K - $13.5K
9.88K $1.69M
KGC
Kinross Gold Corp

Basic Materials
-293
- 1.49%
$9.69 - $12.61 $2.84K - $3.69K
19.4K $244K
EOG
Eog Resources Inc

Energy
-1.05K
- 2.95%
$120.54 - $138.05 $126K - $145K
34.5K $4.42M
MAA
Mid America Apartment Communities Inc.

Real Estate
-68
- 1.11%
$146.9 - $170.92 $9.99K - $11.6K
6.06K $1.02M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-37
- 0.28%
$67.08 - $76.14 $2.48K - $2.82K
13K $955K
BNL
Broadstone Net Lease, Inc.

Real Estate
-47.8K
- 6.32%
$15.2 - $17.25 $727K - $825K
709K $12.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-699
- 0.47%
$77.7 - $78.94 $54.3K - $55.2K
147K $11.6M
MFG
Mizuho Financial Group Inc

Financial Services
-1.19K
- 0.79%
$4.83 - $6.04 $5.75K - $7.19K
150K $825K
CAH
Cardinal Health Inc

Healthcare
-149
- 2.7%
$118.02 - $137.77 $17.6K - $20.5K
5.37K $739K
MGV
Vanguard Mega Cap Value

ETFs
-18
- 0.08%
$123.61 - $133.01 $2.22K - $2.39K
23.6K $3.05M
IWD
Ishares Russell 1000 Val ETF

ETFs
-920
- 0.94%
$182.82 - $196.21 $168K - $181K
97.2K $18.3M
XLE
Energy Sector Spdr

ETFs
-1.69K
- 4.66%
$85.7 - $93.96 $145K - $159K
34.5K $3.22M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-7.36K
- 4.23%
$33.84 - $37.77 $249K - $278K
166K $6.06M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-30
- 0.04%
$27.47 - $30.62 $824 - $919
79.4K $2.35M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.71K
- 1.52%
$42.5 - $46.71 $158K - $173K
241K $10.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.37K
- 4.2%
$87.68 - $94.52 $558K - $602K
145K $13.6M
XYL
Xylem Inc.

Industrials
-799
- 1.03%
$114.02 - $132.04 $91.1K - $105K
76.4K $9.13M
FNF
Fidelity National Financial, Inc.

Financial Services
-3.4K
- 6.98%
$54.25 - $65.27 $184K - $222K
45.2K $2.94M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.56K
- 4.21%
$74.85 - $84.89 $266K - $302K
80.9K $6.62M
SONY
Sony Group Corp

Technology
-886
- 1.46%
$19.88 - $25.64 $17.6K - $22.7K
59.8K $1.52M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-837
- 1.8%
$69.81 - $78.9 $58.4K - $66K
45.6K $3.55M
STE
Steris PLC

Healthcare
-2.85K
- 6.47%
$202.46 - $232.74 $578K - $664K
41.2K $9.35M
NOC
Northrop Grumman Corp

Industrials
-372
- 3.19%
$433.45 - $513.82 $161K - $191K
11.3K $5.77M
JPM
Jpmorgan Chase & CO

Financial Services
-7.33K
- 1.94%
$225.19 - $279.95 $1.65M - $2.05M
370K $90.9M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-236
- 0.28%
$48.65 - $53.06 $11.5K - $12.5K
85.5K $4.44M
SNY
Sanofi

Healthcare
-2.64K
- 3.85%
$48.15 - $59.42 $127K - $157K
66K $3.66M
MCK
Mckesson Corp

Healthcare
-23
- 0.65%
$566.21 - $672.99 $13K - $15.5K
3.52K $2.37M
CB
Chubb LTD

Financial Services
-101
- 0.68%
$257.71 - $301.99 $26K - $30.5K
14.7K $4.45M
PGR
Progressive Corp

Financial Services
-1.68K
- 8.81%
$235.61 - $291.22 $396K - $490K
17.4K $4.93M
XLV
Select Sector Spdr Fund Health

ETFs
-3.49K
- 3.41%
$137.61 - $149.68 $480K - $522K
98.8K $14.4M
MO
Altria Group, Inc.

Consumer Defensive
-1.39K
- 2.35%
$50.81 - $60.02 $70.8K - $83.7K
57.8K $3.47M
FFIV
F5, Inc.

Technology
-1.35K
- 2.57%
$251.75 - $310.6 $341K - $420K
51.2K $13.6M
RELX
Relx PLC

Communication Services
-5.16K
- 3.79%
$45.34 - $51.91 $234K - $268K
131K $6.61M
ALC
Alcon Inc

Healthcare
-4.88K
- 4.89%
$82.73 - $96.8 $404K - $472K
95K $9.02M
CHKP
Check Point Software Technologies LTD

Technology
-2.02K
- 8.16%
$179.88 - $231.31 $363K - $467K
22.7K $5.18M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-14.5K
- 0.76%
$25.77 - $27.6 $373K - $399K
1.88M $50.1M
PAYX
Paychex Inc

Industrials
-1.3K
- 2.26%
$136.06 - $154.52 $176K - $200K
55.9K $8.62M
SO
Southern CO

Utilities
-613
- 0.77%
$80.96 - $92.96 $49.6K - $57K
79.2K $7.29M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-7.88K
- 0.58%
$38.22 - $41.19 $301K - $325K
1.35M $54.6M
OTIS
Otis Worldwide Corp

Industrials
-935
- 0.99%
$90.77 - $104.01 $84.9K - $97.2K
93.8K $9.68M
NVS
Novartis Ag

Healthcare
-860
- 1.11%
$97.14 - $115.57 $83.5K - $99.4K
76.9K $8.57M
VEA
Vanguard Ftse Developed Market

ETFs
-3.2K
- 0.79%
$47.4 - $52.99 $152K - $170K
402K $20.5M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-111
- 2.22%
$1187.71 - $1432.58 $132K - $159K
4.88K $7M
RSG
Republic Services, Inc.

Industrials
-4.61K
- 8.15%
$200.09 - $242.16 $923K - $1.12M
52K $12.6M
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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