United Capital Financial Advisers, LLC Options Holdings

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024

Options Holdings Table

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

ETFs
PUT
$8.44 Million
14.4K
Q4 2024
Reduced 99.83%
KRE
Spdr S&P Regional Banking ETF

ETFs
PUT
$3.74 Million
61.9K
Q4 2024
New holding
AAPL
Apple Inc.

Technology
PUT
$1.43 Million
5.7K
Q4 2024
Reduced 99.46%
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
PUT
$1.22 Million
2.7K
Q4 2024
Reduced 99.78%
CRWD
Crowd Strike Holdings, Inc.

Technology
PUT
$786,000
2.3K
Q4 2024
Reduced 99.71%
MSFT
Microsoft Corp

Technology
PUT
$969,000
2.3K
Q4 2024
Reduced 99.77%
SPY
Spdr S&P 500 ETF Trust

ETFs
CALL
$1.58 Million
2.7K
Q4 2024
Reduced 99.83%
LLY
Eli Lilly & CO

Healthcare
PUT
$386,000
500
Q4 2024
Reduced 99.89%

Summary

  • Portfolio
  • No. of Stocks 1,059
  • Current Value $11.7 Billion
  • Prior Value $19.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 66 stocks
  • Additional Purchases 380 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 576 stocks
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