United Capital Financial Advisers, LLC Options Holdings

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Options Holdings Table

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

ETFs
PUT
$4.94 Billion
8.61M
Q3 2024
Added 57661.07%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$988 Million
1.72M
Q3 2024
Added 57661.07%
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$572 Million
1.24M
Q3 2024
Added 45926.0%
MSFT
Microsoft Corp

Technology
PUT
$426 Million
990K
Q3 2024
Added 42930.0%
LLY
Eli Lilly & CO

Healthcare
PUT
$392 Million
443K
Q3 2024
New holding
AAPL
Apple Inc.

Technology
PUT
$244 Million
1.05M
Q3 2024
Added 23200.0%
CRWD
Crowd Strike Holdings, Inc.

Technology
PUT
$220 Million
785K
Q3 2024
Added 27947.0%
ELV
Elevance Health, Inc.

Healthcare
PUT
$108 Million
208K
Q3 2024
Added 51900.0%

Summary

  • Portfolio
  • No. of Stocks 1,060
  • Current Value $19.9 Billion
  • Prior Value $11.5 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 67 stocks
  • Additional Purchases 399 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 551 stocks
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