United Capital Financial Advisers, LLC Purchases in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
132K
+ 2642.46%
$201.32 - $217.44 $26.5M - $28.6M
136K $28.2M
AMZN
Amazon Com Inc

Consumer Cyclical
6.72K
+ 1.25%
$180.88 - $232.93 $1.22M - $1.57M
546K $120M
DIS
Walt Disney CO

Communication Services
112K
+ 29.36%
$92.39 - $117.6 $10.3M - $13.1M
492K $54.8M
GOOGL
Alphabet Inc.

Communication Services
10.6K
+ 1.62%
$161.86 - $196.66 $1.72M - $2.09M
667K $126M
TSLA
Tesla, Inc.

Consumer Cyclical
879
+ 1.03%
$213.65 - $479.86 $188K - $422K
86.1K $34.8M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
123K
+ 167.24%
$91.29 - $91.8 $11.2M - $11.3M
196K $17.9M
GVI
Ishares Tr

ETFs
106K
+ 158.12%
$103.89 - $107.05 $11M - $11.3M
173K $18M
IAU
Ishares Gold Trust

ETFs
206K
+ 1440.0%
$48.37 - $52.65 $9.96M - $10.8M
220K $10.9M
CRAI
Cra International, Inc.

Industrials
50.2K
New
$168.27 - $206.55 $8.44M - $10.4M
50.2K $9.39M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
336K
New
$23.25 - $23.56 $7.81M - $7.91M
336K $7.82M
MSFT
Microsoft Corp

Technology
27.2K
+ 4.58%
$406.35 - $454.46 $11.1M - $12.4M
622K $262M
IGLB
Ishares 10+ Year Investment Gr

ETFs
110K
New
$49.36 - $53.72 $5.41M - $5.89M
110K $5.41M
HYDB
Ishares Tr Edge High Yield Def

ETFs
99.4K
+ 204.73%
$46.68 - $47.95 $4.64M - $4.77M
148K $6.95M
MORN
Morningstar, Inc.

Financial Services
12.9K
New
$312.56 - $358.78 $4.04M - $4.64M
12.9K $4.35M
NSSC
Napco Security Technologies, Inc

Industrials
106K
New
$34.51 - $42.2 $3.65M - $4.47M
106K $3.77M
KNSL
Kinsale Capital Group, Inc.

Financial Services
7.97K
+ 31.39%
$424.05 - $524.22 $3.38M - $4.18M
33.4K $15.5M
CASY
Caseys General Stores Inc

Consumer Cyclical
9.14K
+ 1629.23%
$366.65 - $427.88 $3.35M - $3.91M
9.7K $3.84M
UL
Unilever PLC

Consumer Defensive
132K
+ 28.16%
$56.7 - $64.64 $7.47M - $8.51M
599K $34M
BKNG
Booking Holdings Inc.

Consumer Cyclical
16
+ 0.35%
$4100.99 - $5300.34 $65.6K - $84.8K
4.56K $22.6M
WSO
Watsco Inc

Industrials
7.18K
+ 1608.97%
$466.57 - $568.78 $3.35M - $4.08M
7.62K $3.61M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
140K
+ 36.52%
$23.02 - $23.23 $3.22M - $3.25M
523K $12.1M
BA
Boeing CO

Industrials
12.9K
+ 43.15%
$138.14 - $180.72 $1.78M - $2.33M
42.7K $7.56M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.66M
+ 291.64%
$25.93 - $105.3 $43.1M - $175M
2.23M $62.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
55.8K
+ 333.4%
$49.79 - $51.14 $2.78M - $2.85M
72.5K $3.63M
ADI
Analog Devices Inc

Technology
16.3K
+ 38.29%
$206.35 - $236.48 $3.35M - $3.84M
58.7K $12.5M
CACI
Caci International Inc

Technology
5.8K
New
N/A
5.8K $2.48M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
100K
+ 269.35%
$22.72 - $23.0 $2.28M - $2.3M
137K $3.13M
MDT
Medtronic PLC

Healthcare
77K
+ 19.88%
$79.61 - $92.24 $6.13M - $7.1M
464K $37.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
59K
+ 217.25%
$36.54 - $37.53 $2.16M - $2.21M
86.1K $3.17M
ACWI
Ishares Msci Acwi ETF

ETFs
20.3K
+ 15.88%
$117.05 - $123.03 $2.37M - $2.49M
148K $17.4M
RTX
Raytheon Technologies Corp

Industrials
32.3K
+ 10.04%
$114.45 - $127.21 $3.7M - $4.11M
354K $41M
ICVT
Ishares Tr Convertible Bond Et

ETFs
22.1K
+ 39.47%
$83.09 - $89.28 $1.84M - $1.97M
78.1K $6.63M
SPOT
Spotify Technology S.A.

Communication Services
3.78K
+ 165.94%
$362.95 - $502.38 $1.37M - $1.9M
6.06K $2.71M
TMUS
T Mobile Us, Inc.

Communication Services
488
+ 0.41%
$206.1 - $246.94 $101K - $121K
120K $26.6M
APP
App Lovin Corp

Technology
3.03K
+ 69.84%
$130.67 - $401.5 $395K - $1.21M
7.36K $2.38M
PLTR
Palantir Technologies Inc.

Technology
9.45K
+ 36.27%
$36.46 - $82.38 $345K - $778K
35.5K $2.68M
FFIV
F5, Inc.

Technology
60
+ 0.11%
$213.56 - $263.36 $12.8K - $15.8K
52.6K $13.2M
BDX
Becton Dickinson & CO

Healthcare
7.75K
+ 76.53%
$220.02 - $243.75 $1.71M - $1.89M
17.9K $4.06M
AOK
Ishares Tr Core Conservative A

ETFs
41.9K
New
$37.3 - $38.64 $1.56M - $1.62M
41.9K $1.56M
CL
Colgate Palmolive CO

Consumer Defensive
27.9K
+ 36.97%
$90.22 - $102.31 $2.52M - $2.85M
103K $9.39M
SPMD
Spdr Portfolio

ETFs
27.3K
+ 80.34%
$54.13 - $59.56 $1.48M - $1.62M
61.2K $3.35M
EFG
Msci Eafe Growth ETF

ETFs
93.8K
+ 13.29%
$96.83 - $106.88 $9.08M - $10M
800K $77.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
479
+ 1.03%
$481.22 - $538.17 $231K - $258K
46.8K $23.9M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
26.6K
+ 187.94%
$44.33 - $49.55 $1.18M - $1.32M
40.8K $1.83M
CRWD
Crowd Strike Holdings, Inc.

Technology
1.4K
+ 12.43%
$275.15 - $388.2 $386K - $545K
12.7K $4.35M
BMY
Bristol Myers Squibb CO

Healthcare
5.62K
+ 3.22%
$51.92 - $59.94 $292K - $337K
180K $10.2M
VGSH
Vanguard

ETFs
21.1K
+ 19.14%
$58.02 - $58.88 $1.22M - $1.24M
131K $7.64M
BIBL
Northern Lts Fd Tr Iv

ETFs
28.5K
New
$38.73 - $42.41 $1.1M - $1.21M
28.5K $1.11M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
11.2K
+ 4.09%
$100.16 - $100.7 $1.12M - $1.13M
285K $28.6M
Activity Summary
Buys All Purchases 446 New Holdings 66 Increased Positions 380 Sells All Sells 576 Reductions 576 Sold out 0 Options Calls 1 Puts 7
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