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
ARGX
Argenx Se

Healthcare
443
New
$520.52 - $638.33 $231K - $283K
443 $272K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.44K
New
$185.87 - $204.12 $267K - $293K
1.44K $270K
PWR
Quanta Services, Inc.

Industrials
422
+ 5.66%
$296.05 - $346.6 $125K - $146K
7.88K $2.49M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4K
New
$61.93 - $70.49 $247K - $282K
4K $262K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.7K
New
$26.65 - $29.34 $258K - $285K
9.7K $262K
AON
Aon PLC

Financial Services
520
+ 10.19%
$344.14 - $393.31 $179K - $205K
5.63K $2.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4K
+ 33.61%
$71.75 - $75.11 $287K - $300K
15.9K $1.14M
CCJ
Cameco Corp

Energy
4.79K
New
$48.64 - $61.14 $233K - $293K
4.79K $246K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.5K
New
$43.61 - $45.3 $240K - $249K
5.5K $245K
GDDY
Go Daddy Inc.

Technology
1.24K
New
$153.16 - $209.03 $190K - $259K
1.24K $244K
IDEV
Ishares Core Msci Intl Develop

ETFs
7.07K
+ 20.98%
$64.18 - $70.42 $454K - $498K
40.8K $2.63M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.13K
New
$38.17 - $42.95 $234K - $263K
6.13K $239K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.4K
New
$99.04 - $109.59 $238K - $263K
2.4K $239K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
12.4K
New
$19.11 - $20.04 $238K - $249K
12.4K $238K
ISMD
Northern Lts Fd Tr Iv

ETFs
6.33K
New
$36.81 - $40.75 $233K - $258K
6.33K $237K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5.42K
New
$41.66 - $43.47 $226K - $235K
5.42K $230K
AIT
Applied Industrial Technologies Inc

Industrials
944
New
$220.05 - $280.49 $208K - $265K
944 $226K
FOXA
Fox Corp

Communication Services
4.64K
New
$41.35 - $49.99 $192K - $232K
4.64K $225K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.28K
New
$138.3 - $192.95 $176K - $246K
1.28K $225K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.2K
New
$18.28 - $18.87 $223K - $230K
12.2K $223K
DG
Dollar General Corp

Consumer Defensive
3.21K
+ 120.31%
$73.27 - $84.47 $235K - $271K
5.88K $445K
BILL
Bill.Com Holdings, Inc.

Technology
2.59K
New
$51.23 - $97.41 $132K - $252K
2.59K $219K
TM
Toyota Motor Corp

Consumer Cyclical
523
+ 7.23%
$169.2 - $199.52 $88.5K - $104K
7.76K $1.51M
KRC
Kilroy Realty Corp

Real Estate
5.39K
New
$37.51 - $43.55 $202K - $235K
5.39K $217K
APO
Apollo Global Management, Inc.

Financial Services
184
+ 3.98%
$131.36 - $178.61 $24.2K - $32.9K
4.8K $793K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.91K
+ 6.16%
$80.93 - $85.66 $398K - $421K
84.6K $6.85M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.16K
New
$129.13 - $198.21 $149K - $229K
1.16K $213K
TS
Tenaris Sa

Energy
5.63K
New
$31.3 - $39.08 $176K - $220K
5.63K $212K
DOX
Amdocs LTD

Technology
2.46K
New
$82.94 - $92.86 $204K - $228K
2.46K $209K
DTM
Dt Midstream, Inc.

Energy
2.1K
New
$78.85 - $108.56 $165K - $228K
2.1K $208K
EXEL
Exelixis, Inc.

Healthcare
6.23K
New
$25.39 - $36.46 $158K - $227K
6.23K $207K
U
Unity Software Inc.

Technology
8.98K
New
$17.34 - $27.72 $156K - $249K
8.98K $201K
FDN
First Tr Fd Dow Jones

ETFs
561
+ 27.1%
$210.5 - $257.24 $118K - $144K
2.63K $639K
TCBI
Texas Capital Bancshares Inc

Financial Services
2.58K
New
$69.88 - $89.68 $180K - $232K
2.58K $201K
VST
Vistra Corp.

Utilities
838
+ 18.9%
$115.74 - $166.61 $97K - $140K
5.27K $726K
RBLX
Roblox Corp

Communication Services
3.48K
New
$39.86 - $61.45 $139K - $214K
3.48K $201K
TDS
Telephone & Data Systems Inc

Communication Services
5.89K
New
$22.86 - $35.22 $135K - $207K
5.89K $200K
BIO
Bio Rad Laboratories, Inc.

Healthcare
611
New
$313.15 - $374.28 $191K - $229K
611 $200K
MGK
Vanguard Mega Cap Growth ETF

ETFs
12
+ 0.13%
$316.94 - $357.88 $3.8K - $4.29K
9.05K $3.11M
CCL
Carnival Corp

Consumer Cyclical
1.64K
+ 6.84%
$17.34 - $26.8 $28.5K - $44K
25.7K $639K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
18.6K
+ 33.3%
$8.24 - $11.07 $154K - $206K
74.6K $696K
WMB
Williams Companies, Inc.

Energy
405
+ 2.01%
$46.37 - $59.74 $18.8K - $24.2K
20.6K $1.11M
PCAR
Paccar Inc

Industrials
684
+ 3.1%
$97.92 - $118.41 $67K - $81K
22.8K $2.37M
EQT
Eqt Corp

Energy
1.64K
+ 13.62%
$35.62 - $46.89 $58.4K - $76.9K
13.7K $630K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
6.95K
+ 8.59%
$26.55 - $26.67 $184K - $185K
87.8K $2.34M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.52K
+ 1.45%
$9.95 - $12.23 $15.1K - $18.6K
106K $1.25M
DASH
Door Dash, Inc.

Communication Services
344
+ 7.11%
$141.93 - $180.48 $48.8K - $62.1K
5.19K $869K
TPR
Tapestry, Inc.

Consumer Cyclical
58
+ 0.62%
$43.54 - $66.18 $2.53K - $3.84K
9.36K $611K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
1K
+ 1.17%
$12.27 - $15.41 $12.3K - $15.4K
86.7K $1.26M
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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