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
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
43.3K
+ 35.92%
$23.25 - $23.37 $1.01M - $1.01M
164K $3.82M
MS
Morgan Stanley

Financial Services
337
+ 0.85%
$104.42 - $134.99 $35.2K - $45.5K
39.8K $5M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
37.7K
New
$23.42 - $24.2 $883K - $913K
37.7K $883K
EW
Edwards Lifesciences Corp

Healthcare
9.78K
+ 64.85%
$64.54 - $75.92 $631K - $742K
24.9K $1.84M
DE
Deere & CO

Industrials
1.17K
+ 2.15%
$389.45 - $466.0 $457K - $547K
55.8K $23.7M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
37.9K
+ 93.11%
$22.1 - $22.59 $837K - $855K
78.5K $1.74M
CDNS
Cadence Design Systems Inc

Technology
1.41K
+ 11.18%
$249.1 - $324.54 $351K - $458K
14K $4.21M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
36.9K
+ 136.1%
$21.25 - $22.07 $785K - $815K
64.1K $1.37M
DLTR
Dollar Tree, Inc.

Consumer Defensive
9.98K
New
$61.21 - $76.19 $611K - $760K
9.98K $747K
TPIF
Timothy Plan Intl ETF (De)

ETFs
26.2K
New
$26.38 - $28.72 $691K - $752K
26.2K $696K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
31.3K
+ 91.6%
$21.81 - $22.48 $682K - $703K
65.4K $1.43M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
19.7K
+ 22.38%
$29.73 - $30.81 $586K - $608K
108K $3.29M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
278
+ 5.93%
$260.53 - $404.79 $72.4K - $113K
4.97K $1.9M
SNOW
Snowflake Inc.

Technology
1.86K
+ 22.04%
$109.65 - $186.51 $204K - $347K
10.3K $1.59M
DXCM
Dexcom Inc

Healthcare
6.4K
+ 56.91%
$65.68 - $81.01 $420K - $519K
17.6K $1.37M
QCRH
Qcr Holdings Inc

Financial Services
2.3K
+ 3.85%
$72.35 - $93.84 $166K - $216K
62K $5M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.83K
+ 12.73%
$115.08 - $119.55 $786K - $816K
60.4K $6.98M
USXF
Ishares Esg Advanced Msci Usa

Technology
9.92K
+ 12.58%
$48.45 - $52.57 $480K - $521K
88.8K $4.41M
DFS
Discover Financial Services

Financial Services
228
+ 1.63%
$136.3 - $182.67 $31.1K - $41.6K
14.3K $2.47M
ASML
Asml Holding Nv

Technology
5.67K
+ 23.18%
$658.43 - $872.27 $3.74M - $4.95M
30.2K $20.9M
VRT
Vertiv Holdings CO

Industrials
5.78K
+ 54.24%
N/A
16.4K $1.42M
REG
Regency Centers Corp

Real Estate
6.46K
New
$69.77 - $75.91 $450K - $490K
6.46K $477K
SUB
Ishares Short Term National Mu

ETFs
4.68K
+ 13.96%
$104.94 - $106.2 $491K - $497K
38.2K $4.03M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
13K
+ 13.26%
$40.38 - $44.35 $526K - $577K
111K $4.55M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
21.5K
+ 40.34%
$22.71 - $23.47 $489K - $506K
74.9K $1.71M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.6K
+ 10.39%
N/A
198K $4.7M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
9.64K
New
$44.57 - $46.43 $430K - $448K
9.64K $440K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
17.7K
+ 8.24%
$25.0 - $25.11 $443K - $445K
233K $5.84M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.57K
New
$118.0 - $127.04 $421K - $453K
3.57K $433K
PANW
Palo Alto Networks Inc

Technology
22K
+ 97.96%
$181.96 - $405.9 $4M - $8.93M
44.5K $8.09M
SAP
Sap Se

Technology
657
+ 4.86%
$218.13 - $255.54 $143K - $168K
14.2K $3.49M
MRVL
Marvell Technology, Inc.

Technology
211
+ 2.19%
$70.31 - $124.78 $14.8K - $26.3K
9.86K $1.09M
VGIT
Vanguard Intermediate Term Tre

ETFs
11K
+ 10.57%
$57.78 - $60.4 $636K - $665K
115K $6.68M
CADE
Cadence Bank

Financial Services
11K
New
$30.54 - $39.29 $337K - $434K
11K $380K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
8.8K
New
$42.7 - $46.33 $376K - $408K
8.8K $376K
VGT
Vanguard Information Technolog

ETFs
398
+ 11.65%
$571.78 - $647.97 $228K - $258K
3.81K $2.37M
HYD
Vaneck High Yield Muni ETF

ETFs
7.08K
New
$51.09 - $53.06 $362K - $376K
7.08K $367K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
9.53K
New
$37.86 - $39.07 $361K - $372K
9.53K $361K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.33K
New
$56.61 - $61.63 $358K - $390K
6.33K $358K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
15.6K
+ 20.27%
$23.88 - $24.32 $372K - $379K
92.5K $2.22M
MCK
Mckesson Corp

Healthcare
149
+ 4.39%
$482.27 - $628.5 $71.9K - $93.6K
3.54K $2.02M
SHOP
Shopify Inc.

Technology
430
+ 3.98%
$78.14 - $119.49 $33.6K - $51.4K
11.2K $1.19M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
17.2K
+ 8.19%
$26.55 - $27.32 $457K - $470K
227K $6.07M
C
Citigroup Inc

Financial Services
966
+ 3.01%
$61.31 - $72.5 $59.2K - $70K
33K $2.33M
AXON
Axon Enterprise, Inc.

Industrials
219
+ 22.67%
$399.22 - $689.78 $87.4K - $151K
1.19K $704K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
540
+ 5.09%
$229.83 - $258.46 $124K - $140K
11.1K $2.75M
KHC
Kraft Heinz CO

Consumer Defensive
11.4K
+ 108.13%
$30.1 - $36.02 $344K - $412K
22K $675K
VHT
Vanguard Health Care ETF

ETFs
1.17K
New
$250.81 - $283.3 $293K - $331K
1.17K $296K
DDOG
Datadog, Inc.

Technology
13
+ 0.13%
$113.98 - $168.65 $1.48K - $2.19K
9.98K $1.43M
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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