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
Ishares Bitcoin Trust ETF
7.64K
New
N/A
7.64K $0
Ishares Ibonds Dec 2033 Term Corporate ETF
8.41K
New
N/A
8.41K $0
Reddit, Inc. Class A
1.33K
New
N/A
1.33K $0
Atlassian Corp Class A
118
+ 5.97%
N/A
2.1K $0
LCTD
Blackrock ETF World Ex Us Carb
1.3K
+ 5.91%
N/A
23.3K $0
Super Micro Computer, Inc.
10.2K
New
N/A
10.2K $0
Ferguson Enterprises Inc.
1K
+ 1.82%
N/A
55.9K $0
Arcadium Lithium PLC
765
+ 5.33%
N/A
15.1K $0
Jpmorgan Hedged Equity Laddered Overlay ETF
12.7K
New
N/A
12.7K $0
Brookfield Corporation
12
+ 0.26%
N/A
4.68K $0
Blackrock, Inc.
17.4K
New
N/A
17.4K $0
Flutter Entertainment PLC
3.72K
New
N/A
3.72K $0
Inspire 500 ETF
6.89K
New
N/A
6.89K $0
Canadian Pacific Kansas City Limited
406
+ 11.27%
N/A
4.01K $0
MCO
Moodys Corp

Financial Services
19
+ 0.23%
$454.04 - $500.88 $8.63K - $9.52K
8.33K $3.94M
Fidelity Wise Origin Bitcoin Fund
4.72K
New
N/A
4.72K $0
SCMB
Schwab Strategic Tr Mun Bd ETF
44.1K
+ 315.18%
N/A
58.1K $0
Arista Networks, Inc.
30.1K
New
N/A
30.1K $0
Lam Research Corporation
73.2K
New
N/A
73.2K $0
Aptiv PLC
29.3K
New
N/A
29.3K $0
JBHT
Hunt J B Transport Services Inc

Industrials
5
+ 0.3%
$164.22 - $197.19 $821 - $986
1.66K $282K
OC
Owens Corning

Industrials
46
+ 2.78%
$169.41 - $210.81 $7.79K - $9.7K
1.7K $289K
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
8
+ 0.54%
$192.71 - $203.05 $1.54K - $1.62K
1.48K $286K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
241
+ 1.02%
$16.2 - $17.97 $3.9K - $4.33K
23.9K $407K
BKH
Black Hills Corp

Utilities
132
+ 3.75%
$57.6 - $64.66 $7.6K - $8.54K
3.66K $213K
IBDV
Ishares Tr

Technology
2.3K
+ 3.59%
$21.24 - $22.15 $48.8K - $50.9K
66.3K $1.42M
FTV
Fortive Corp

Technology
416
+ 4.77%
$71.16 - $79.68 $29.6K - $33.1K
9.14K $685K
PPL
Ppl Corp

Utilities
126
+ 1.09%
$31.47 - $35.0 $3.97K - $4.41K
11.7K $380K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
406
+ 2.49%
$6.08 - $6.83 $2.47K - $2.77K
16.7K $108K
CSGP
Costar Group, Inc.

Real Estate
270
+ 4.51%
$69.7 - $81.97 $18.8K - $22.1K
6.25K $447K
MOS
Mosaic CO

Basic Materials
592
+ 7.09%
$23.87 - $28.34 $14.1K - $16.8K
8.95K $219K
NJR
New Jersey Resources Corp

Utilities
35
+ 0.36%
$45.17 - $51.61 $1.58K - $1.81K
9.64K $449K
MT
Arcelor Mittal

Basic Materials
1.13K
+ 11.51%
$22.93 - $26.51 $25.9K - $29.9K
10.9K $253K
GNRC
Generac Holdings Inc.

Industrials
56
+ 1.74%
$154.28 - $195.11 $8.64K - $10.9K
3.28K $508K
LKQ
Lkq Corp

Consumer Cyclical
382
+ 6.31%
$36.0 - $39.99 $13.8K - $15.3K
6.44K $236K
EXC
Exelon Corp

Utilities
1.49K
+ 7.11%
$36.22 - $40.97 $54K - $61K
22.4K $844K
FVD
First Tr Value Line Divid Inde

ETFs
302
+ 2.74%
$43.4 - $46.7 $13.1K - $14.1K
11.3K $495K
CION
Cion Investment Corp

Financial Services
145
+ 0.89%
$11.25 - $12.08 $1.63K - $1.75K
16.4K $186K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
92
+ 0.62%
$23.29 - $23.93 $2.14K - $2.2K
14.8K $347K
SHV
Ishares Tr

ETFs
18
+ 0.1%
$109.92 - $110.57 $1.98K - $1.99K
18.7K $2.06M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
8
+ 0.07%
$11.42 - $12.5 $91.4 - $100
11.8K $136K
ABEV
Ambev S.A.

Consumer Defensive
74
+ 0.45%
$1.85 - $2.56 $137 - $189
16.5K $30K
UDR
Udr, Inc.

Real Estate
80
+ 1.12%
$41.3 - $46.33 $3.3K - $3.71K
7.22K $313K
CMS
Cms Energy Corp

Utilities
385
+ 4.27%
$65.76 - $71.94 $25.3K - $27.7K
9.4K $626K
BBD
Bank Bradesco

Financial Services
1.68K
+ 10.13%
$1.87 - $2.77 $3.15K - $4.66K
18.3K $34K
SCHO
Schwab Short Term Us Treasury

ETFs
17.1K
+ 100.99%
$24.06 - $48.88 $410K - $834K
33.9K $816K
HEI
Heico Corp

Industrials
56
+ 5.67%
$237.06 - $279.02 $13.3K - $15.6K
1.04K $247K
CHT
Chunghwa Telecom CO LTD

Communication Services
159
+ 1.97%
$37.24 - $39.29 $5.92K - $6.25K
8.23K $309K
MET
Metlife Inc

Financial Services
2
+ 0.01%
$78.15 - $88.25 $156 - $177
21.4K $1.75M
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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