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
BSCU
Invesco Exc Self Ind Tr

ETFs
10.5K
New
$16.32 - $16.99 $171K - $178K
10.5K $171K
BK
Bank Of New York Mellon Corp

Financial Services
165
+ 0.53%
$70.82 - $81.87 $11.7K - $13.5K
31.3K $2.41M
HES
Hess Corp

Energy
1.34K
+ 26.65%
$127.66 - $148.65 $171K - $199K
6.35K $845K
IXN
Ishares Global Information Tec

ETFs
1.53K
+ 17.0%
$80.67 - $87.84 $124K - $135K
10.6K $894K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
7.27K
+ 10.79%
$24.61 - $25.12 $179K - $183K
74.7K $1.84M
IBMO
Ishares Tr Ibonds December 202

ETFs
6.35K
+ 7.46%
$25.4 - $25.62 $161K - $163K
91.4K $2.33M
UNM
Unum Group

Financial Services
26
+ 0.25%
$58.88 - $77.07 $1.53K - $2K
10.4K $759K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
265
+ 0.8%
$16.43 - $22.77 $4.35K - $6.03K
33.3K $733K
MNST
Monster Beverage Corp

Consumer Defensive
2.24K
+ 4.15%
$49.24 - $56.38 $110K - $126K
56.1K $2.95M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.08K
+ 1.27%
$46.48 - $51.32 $50K - $55.2K
85.8K $4.13M
CVNA
Carvana Co.

Consumer Cyclical
453
+ 31.33%
$175.8 - $260.8 $79.6K - $118K
1.9K $386K
IBMP
Ishares Tr Ibonds December 202

ETFs
6.44K
+ 7.46%
$25.08 - $25.43 $162K - $164K
92.8K $2.33M
SONY
Sony Group Corp

Technology
48.8K
+ 410.2%
$17.53 - $96.8 $856K - $4.73M
60.7K $1.28M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
7K
+ 10.46%
$24.82 - $25.48 $174K - $178K
73.9K $1.84M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
132
+ 8.39%
$338.38 - $446.21 $44.7K - $58.9K
1.71K $741K
IGV
Ishares Expanded Tech Software

ETFs
696
+ 13.06%
$87.5 - $110.17 $60.9K - $76.7K
6.02K $603K
WST
West Pharmaceutical Services Inc

Healthcare
107
+ 3.28%
$285.69 - $344.0 $30.6K - $36.8K
3.37K $1.1M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
385
+ 0.46%
$65.31 - $74.15 $25.1K - $28.5K
84.8K $5.72M
ARCC
Ares Capital Corp

Financial Services
5K
+ 43.84%
$20.74 - $22.27 $104K - $111K
16.4K $359K
BKR
Baker Hughes CO

Energy
772
+ 4.23%
$35.98 - $44.88 $27.8K - $34.6K
19K $781K
VOT
Vanguard Mid Cap Growth Index

ETFs
51
+ 0.49%
$241.48 - $274.89 $12.3K - $14K
10.5K $2.66M
LPLA
Lpl Financial Holdings Inc.

Financial Services
31
+ 2.65%
$229.85 - $335.91 $7.13K - $10.4K
1.2K $392K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
1.67K
+ 42.28%
$62.09 - $82.32 $104K - $137K
5.61K $375K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
6.17K
+ 7.34%
$25.06 - $25.59 $155K - $158K
90.1K $2.27M
ETR
Entergy Corp

Utilities
6.31K
+ 97.13%
$73.19 - $156.4 $462K - $986K
12.8K $970K
DRI
Darden Restaurants Inc

Consumer Cyclical
108
+ 2.59%
$155.96 - $188.66 $16.8K - $20.4K
4.28K $798K
SRE
Sempra Energy

Utilities
572
+ 4.05%
$80.81 - $94.77 $46.2K - $54.2K
14.7K $1.29M
HWM
Howmet Aerospace Inc.

Industrials
208
+ 2.28%
$99.72 - $120.09 $20.7K - $25K
9.31K $1.02M
XEL
Xcel Energy Inc

Utilities
1K
+ 5.88%
$62.16 - $72.92 $62.2K - $73K
18K $1.22M
ROK
Rockwell Automation, Inc

Industrials
67
+ 1.36%
$264.65 - $302.92 $17.7K - $20.3K
4.98K $1.42M
NET
Cloudflare, Inc.

Technology
121
+ 3.63%
$78.11 - $117.56 $9.45K - $14.2K
3.46K $372K
TTWO
Take Two Interactive Software Inc

Communication Services
233
+ 12.04%
$147.66 - $190.46 $34.4K - $44.4K
2.17K $399K
CHTR
Charter Communications, Inc.

Communication Services
104
+ 2.93%
$315.38 - $408.02 $32.8K - $42.4K
3.65K $1.25M
IWR
Ishares Russell Mid Cap ETF

ETFs
968
+ 1.67%
$87.25 - $95.52 $84.5K - $92.5K
59K $5.22M
VRSN
Verisign Inc

Technology
310
+ 16.59%
$176.68 - $206.96 $54.8K - $64.2K
2.18K $450K
AME
Ametek Inc

Industrials
318
+ 6.93%
$165.89 - $197.38 $52.8K - $62.8K
4.91K $884K
CLX
Clorox CO

Consumer Defensive
591
+ 20.68%
$156.51 - $169.74 $92.5K - $100K
3.45K $560K
IJK
Ishares S&P Midcap 400 Growth

ETFs
1.09K
+ 22.83%
$90.66 - $99.46 $98.7K - $108K
5.86K $532K
MO
Altria Group, Inc.

Consumer Defensive
377
+ 0.64%
$49.06 - $57.74 $18.5K - $21.8K
59.2K $3.1M
EXPE
Expedia Group, Inc.

Consumer Cyclical
15
+ 0.64%
$146.47 - $191.01 $2.2K - $2.87K
2.36K $439K
VNO
Vornado Realty Trust

Real Estate
1.53K
+ 15.64%
$38.63 - $45.76 $58.9K - $69.8K
11.3K $474K
CBRE
Cbre Group, Inc.

Real Estate
184
+ 1.94%
$119.22 - $140.71 $21.9K - $25.9K
9.68K $1.27M
AJX
Great Ajax Corp.

Real Estate
30K
New
$2.77 - $3.34 $83.1K - $100K
30K $87K
EGP
Eastgroup Properties Inc

Real Estate
781
+ 49.12%
$158.74 - $185.14 $124K - $145K
2.37K $380K
EL
Estee Lauder Companies Inc

Consumer Defensive
3.91K
+ 46.15%
$62.74 - $97.24 $245K - $380K
12.4K $928K
GRMN
Garmin LTD

Technology
132
+ 7.1%
$161.91 - $220.77 $21.4K - $29.1K
1.99K $410K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
498
+ 3.71%
$19.44 - $28.35 $9.68K - $14.1K
13.9K $358K
RPM
Rpm International Inc

Basic Materials
408
+ 2.64%
$120.09 - $140.26 $49K - $57.2K
15.9K $1.96M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.77K
+ 8.43%
$46.33 - $48.6 $175K - $183K
48.5K $2.25M
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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