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
ITT
Itt Inc.

Industrials
2
+ 0.09%
$140.12 - $159.62 $280 - $319
2.16K $309K
IX
Orix Corp

Financial Services
37
+ 1.9%
$104.38 - $117.09 $3.86K - $4.33K
1.98K $210K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
63.8K
+ 197.9%
$27.54 - $83.04 $1.76M - $5.3M
96.1K $2.66M
CNQ
Canadian Natural Resources LTD

Energy
24
+ 0.25%
$29.51 - $37.6 $708 - $902
9.48K $292K
OXY
Occidental Petroleum Corp

Energy
496
+ 2.3%
$45.36 - $55.91 $22.5K - $27.7K
22.1K $1.09M
BERY
Berry Global Group, Inc.

Consumer Cyclical
33
+ 0.48%
$64.2 - $72.31 $2.12K - $2.39K
6.94K $448K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
3.76K
+ 10.53%
$64.62 - $71.43 $243K - $268K
39.4K $2.55M
DNP
Dnp Select Income Fund Inc

Financial Services
92
+ 0.49%
$8.82 - $9.96 $811 - $916
18.8K $165K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1
+ 0.01%
$69.58 - $74.87 $69.6 - $74.9
13K $910K
CVE
Cenovus Energy Inc.

Energy
397
+ 2.08%
$14.35 - $18.36 $5.7K - $7.29K
19.5K $295K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10
+ 0.24%
$58.88 - $64.8 $589 - $648
4.23K $249K
HLN
Haleon PLC

Healthcare
1.27K
+ 3.5%
$9.23 - $10.71 $11.7K - $13.6K
37.5K $358K
PM
Philip Morris International Inc.

Consumer Defensive
243
+ 0.46%
$118.38 - $133.06 $28.8K - $32.3K
53.6K $6.46M
BXP
Boston Properties Inc

Real Estate
656
+ 5.14%
$73.33 - $89.72 $48.1K - $58.9K
13.4K $998K
TECH
Bio Techne Corp

Healthcare
78
+ 1.78%
$66.37 - $78.17 $5.18K - $6.1K
4.47K $322K
PGR
Progressive Corp

Financial Services
951
+ 5.24%
$239.6 - $268.88 $228K - $256K
19.1K $4.58M
BWA
Borgwarner Inc

Consumer Cyclical
194
+ 2.4%
$31.48 - $35.49 $6.11K - $6.89K
8.26K $262K
MRNA
Moderna, Inc.

Healthcare
2.97K
+ 48.83%
$36.85 - $63.93 $110K - $190K
9.06K $376K
PUK
Prudential PLC

Financial Services
114
+ 0.82%
$15.52 - $18.99 $1.77K - $2.16K
14K $223K
GMAB
Genmab A/S

Healthcare
448
+ 3.6%
$20.02 - $24.15 $8.97K - $10.8K
12.9K $269K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
317
+ 0.81%
$45.38 - $46.88 $14.4K - $14.9K
39.7K $1.81M
PEG
Public Service Enterprise Group Inc

Utilities
311
+ 2.41%
$81.87 - $94.51 $25.5K - $29.4K
13.2K $1.12M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
42
+ 0.84%
$75.65 - $83.47 $3.18K - $3.51K
5.07K $386K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 0.16%
$516.5 - $619.58 $1.55K - $1.86K
1.92K $989K
FANG
Diamondback Energy, Inc.

Energy
118
+ 1.68%
$153.06 - $199.5 $18.1K - $23.5K
7.13K $1.17M
LDOS
Leidos Holdings, Inc.

Technology
25
+ 0.92%
$143.17 - $201.39 $3.58K - $5.03K
2.75K $395K
TOL
Toll Brothers, Inc.

Consumer Cyclical
147
+ 6.27%
$123.8 - $167.8 $18.2K - $24.7K
2.49K $313K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.7K
+ 11.1%
$49.38 - $59.52 $83.7K - $101K
17K $857K
SON
Sonoco Products CO

Consumer Cyclical
21
+ 0.18%
$48.6 - $54.89 $1.02K - $1.15K
11.5K $560K
ITB
Ishares Tr

ETFs
630
+ 11.16%
$103.31 - $129.34 $65.1K - $81.5K
6.28K $648K
ED
Consolidated Edison Inc

Utilities
770
+ 8.26%
$88.87 - $107.38 $68.4K - $82.7K
10.1K $900K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
15
+ 0.12%
$67.29 - $73.38 $1.01K - $1.1K
13K $882K
RIO
Rio Tinto PLC

Basic Materials
310
+ 4.27%
$58.59 - $71.15 $18.2K - $22.1K
7.58K $445K
MGV
Vanguard Mega Cap Value

ETFs
18
+ 0.08%
$124.06 - $133.48 $2.23K - $2.4K
23.7K $2.96M
IR
Ingersoll Rand Inc.

Industrials
48
+ 0.45%
$90.46 - $105.35 $4.34K - $5.06K
10.7K $967K
AVY
Avery Dennison Corp

Industrials
17
+ 0.68%
$186.26 - $220.48 $3.17K - $3.75K
2.52K $471K
HIG
Hartford Financial Services Group, Inc.

Financial Services
161
+ 1.34%
$107.06 - $123.74 $17.2K - $19.9K
12.1K $1.33M
FIS
Fidelity National Information Services, Inc.

Technology
28
+ 0.1%
$80.14 - $90.95 $2.24K - $2.55K
28.5K $2.3M
EFX
Equifax Inc

Industrials
241
+ 6.09%
$245.03 - $293.5 $59.1K - $70.7K
4.2K $1.07M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
59
+ 1.21%
$82.28 - $117.52 $4.85K - $6.93K
4.93K $418K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
410K
+ 108.06%
$22.63 - $47.53 $9.28M - $19.5M
790K $17.9M
D
Dominion Energy, Inc

Utilities
457
+ 1.29%
$52.63 - $60.92 $24.1K - $27.8K
35.9K $1.93M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
14.1K
+ 77.41%
$24.31 - $49.53 $342K - $696K
32.2K $785K
CNC
Centene Corp

Healthcare
348
+ 3.72%
$56.71 - $73.94 $19.7K - $25.7K
9.69K $587K
CDW
Cdw Corp

Technology
203
+ 6.91%
$171.49 - $225.64 $34.8K - $45.8K
3.14K $546K
APD
Air Products & Chemicals, Inc.

Basic Materials
108
+ 0.51%
$285.5 - $335.62 $30.8K - $36.2K
21.2K $6.15M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
451
+ 4.56%
$49.78 - $66.55 $22.5K - $30K
10.3K $517K
EEM
Ishares Msci Emerging Markets

ETFs
1.53K
+ 3.04%
$41.82 - $47.36 $63.8K - $72.2K
51.6K $2.16M
SHW
Sherwin Williams CO

Basic Materials
99
+ 2.18%
$338.75 - $399.71 $33.5K - $39.6K
4.64K $1.58M
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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