United Capital Financial Advisers, LLC Options Holdings

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$17.5 Million
31.2K
Q1 2025
Added 116.67%
KRE
Spdr S&P Regional Banking ETF

ETFs
PUT
$3.45 Million
60.7K
Q1 2025
Reduced 1.94%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$2.07 Million
3.7K
Q1 2025
Added 116.67%
AAPL
Apple Inc.

Technology
PUT
$1.27 Million
5.7K
Q4 2024
Reduced 99.46%
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$1.38 Million
2.6K
Q1 2025
Reduced 3.7%
CRWD
Crowd Strike Holdings, Inc.

Technology
PUT
$740,000
2.1K
Q1 2025
Reduced 8.7%
LLY
Eli Lilly & CO

Healthcare
PUT
$908,000
1.1K
Q1 2025
Added 120.0%
MSFT
Microsoft Corp

Technology
PUT
$863,000
2.3K
Q4 2024
Reduced 99.77%
MAR
Marriott International Inc

Consumer Cyclical
CALL
$238,000
1K
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,063
  • Current Value $11.5 Billion
  • Prior Value $11.7 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 61 stocks
  • Additional Purchases 502 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 460 stocks
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