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
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
50
+ 0.18%
$46.53 - $49.91 $2.33K - $2.5K
28.1K $1.35M
EVR
Evercore Inc.

Financial Services
2
+ 0.18%
$247.66 - $315.67 $495 - $631
1.12K $310K
HLAL
Listed Fds Tr Wahed Ftse Usa S

ETFs
470
+ 10.45%
$50.7 - $54.98 $23.8K - $25.8K
4.97K $261K
ALLE
Allegion PLC

Industrials
387
+ 23.66%
$130.63 - $153.36 $50.6K - $59.4K
2.02K $264K
VDE
Vanguard Energy ETF

ETFs
256
+ 5.0%
$116.67 - $136.78 $29.9K - $35K
5.37K $651K
STLA
Stellantis N.V.

Consumer Cyclical
2.8K
+ 23.46%
$12.37 - $13.99 $34.6K - $39.1K
14.7K $192K
RE
Everest Re Group LTD

Financial Services
59
+ 7.12%
N/A
888 $329K
HUBB
Hubbell Inc

Industrials
60
+ 11.86%
$418.89 - $472.12 $25.1K - $28.3K
566 $237K
ERIC
Ericsson Lm Telephone CO

Technology
587
+ 1.87%
$7.36 - $8.59 $4.32K - $5.04K
32K $258K
NOK
Nokia Corp

Technology
3.86K
+ 12.28%
$4.13 - $4.95 $15.9K - $19.1K
35.3K $156K
FICO
Fair Isaac Corp

Technology
3
+ 1.09%
$1911.01 - $2382.4 $5.73K - $7.15K
277 $551K
EA
Electronic Arts Inc.

Communication Services
41
+ 0.94%
$140.69 - $167.97 $5.77K - $6.89K
4.4K $644K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
379
+ 2.11%
$60.51 - $65.57 $22.9K - $24.9K
18.3K $1.11M
CTSH
Cognizant Technology Solutions Corp

Technology
317
+ 1.29%
$74.37 - $82.32 $23.6K - $26.1K
24.9K $1.92M
ASX
Ase Technology Holding Co., Ltd.

Technology
1.34K
+ 12.21%
$9.49 - $10.74 $12.7K - $14.4K
12.3K $123K
LVS
Las Vegas Sands Corp

Consumer Cyclical
179
+ 2.16%
$47.96 - $55.17 $8.58K - $9.88K
8.45K $433K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4
+ 0.6%
$340.59 - $380.5 $1.36K - $1.52K
671 $245K
WDS
Woodside Energy Group LTD

Energy
2.59K
+ 17.15%
$14.38 - $18.32 $37.2K - $47.4K
17.7K $275K
CDAY
Ceridian Hcm Holding Inc.

Technology
228
+ 3.5%
N/A
6.74K $435K
DFAS
Dimensional ETF Tr U S Small C

ETFs
100
+ 0.29%
$63.58 - $71.15 $6.36K - $7.12K
35.1K $2.29M
ATO
Atmos Energy Corp

Utilities
90
+ 4.21%
$136.41 - $151.43 $12.3K - $13.6K
2.23K $310K
DTE
Dte Energy CO

Utilities
476
+ 8.55%
$117.04 - $129.77 $55.7K - $61.8K
6.05K $729K
MFC
Manulife Financial Corp

Financial Services
90
+ 0.94%
$29.21 - $32.87 $2.63K - $2.96K
9.68K $297K
PCG
Pg&E Corp

Utilities
28
+ 0.09%
$19.2 - $21.63 $538 - $606
32.9K $663K
BRO
Brown & Brown, Inc.

Financial Services
175
+ 5.65%
$100.93 - $113.42 $17.7K - $19.8K
3.28K $334K
AOR
Ishares Tr Core Growth Allocat

ETFs
925
+ 4.53%
$57.32 - $59.66 $53K - $55.2K
21.3K $1.22M
DVN
Devon Energy Corp

Energy
4.57K
+ 21.21%
$30.52 - $42.96 $139K - $196K
26.1K $854K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
528
+ 4.3%
$20.98 - $21.19 $11.1K - $11.2K
12.8K $269K
EVRG
Evergy, Inc.

Utilities
249
+ 3.22%
$59.06 - $65.0 $14.7K - $16.2K
7.98K $490K
PATH
Ui Path, Inc.

Technology
971
+ 8.62%
$11.95 - $15.5 $11.6K - $15.1K
12.2K $155K
WIT
Wipro LTD

Technology
41.1K
+ 89.27%
$3.54 - $7.24 $145K - $297K
87.1K $308K
GLP
Global Partners LP

Energy
226
+ 1.48%
$44.65 - $57.06 $10.1K - $12.9K
15.5K $719K
PKI
Perkinelmer Inc

Healthcare
71
+ 2.39%
N/A
3.05K $368K
IBN
Icici Bank LTD

Financial Services
227
+ 1.14%
$28.69 - $31.9 $6.51K - $7.24K
20.1K $599K
PPG
Ppg Industries Inc

Basic Materials
845
+ 11.5%
$119.09 - $131.37 $101K - $111K
8.19K $978K
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
596
+ 6.93%
$24.5 - $25.72 $14.6K - $15.3K
9.2K $226K
STLD
Steel Dynamics Inc

Basic Materials
47
+ 1.09%
N/A
4.35K $426K
SBSW
Sibanye Stillwater LTD

Basic Materials
4.77K
+ 32.06%
$3.24 - $5.22 $15.4K - $24.9K
19.6K $64K
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.56K
+ 111.07%
$25.74 - $53.78 $117K - $245K
8.66K $223K
RDY
Dr Reddys Laboratories LTD

Healthcare
11.7K
+ 405.15%
$13.99 - $79.75 $164K - $935K
14.6K $230K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
2.29K
+ 16.79%
$31.24 - $37.15 $71.7K - $85.2K
16K $512K
DGX
Quest Diagnostics Inc

Healthcare
6
+ 0.19%
N/A
3.14K $430K
DOUG
Douglas Elliman Inc.

Real Estate
2.14K
+ 11.95%
$1.43 - $2.7 $3.05K - $5.77K
20K $33K
ALB
Albemarle Corp

Basic Materials
345
+ 9.82%
$86.08 - $111.3 $29.7K - $38.4K
3.86K $332K
Ishares Ibonds Dec 2029 Term Muni Bond ETF
76.4K
New
N/A
76.4K $0
Core Scientific Inc
527
+ 2.69%
N/A
20.1K $0
Corpay, Inc.
13
+ 0.91%
N/A
1.45K $0
United Guardian, Inc.
20.1K
New
N/A
20.1K $0
Primo Brands Corporation Class A
6.75K
New
N/A
6.75K $0
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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