United Capital Financial Advisers, LLC Incresed Positions in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SU
Suncor Energy Inc

Energy
314
+ 5.83%
$36.06 - $41.7 $11.3K - $13.1K
5.7K $210K
SWKS
Skyworks Solutions, Inc.

Technology
461
+ 8.66%
$96.22 - $120.68 $44.4K - $55.6K
5.78K $571K
GGB
Gerdau S.A.

Basic Materials
187
+ 1.7%
$3.02 - $3.5 $565 - $655
11.2K $39K
XLK
Technology Sector Spdr

ETFs
100
+ 0.25%
$197.34 - $237.68 $19.7K - $23.8K
40.6K $9.17M
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
1.78K
+ 12.24%
$6.68 - $8.2 $11.9K - $14.6K
16.3K $112K
FISV
Fiserv Inc

Technology
10
+ 0.03%
N/A
29.5K $3.69M
Spdr Msci Acwi Climate Paris Aligned ETF
185
+ 2.3%
N/A
8.24K $0
Kenvue, Inc.
5.2K
+ 10.67%
N/A
53.9K $0
Ishares Flexible Income Active ETF
256K
+ 43.91%
N/A
840K $0
Atlassian Corp Class A
686
+ 53.14%
N/A
1.98K $0
Linde PLC
207
+ 1.67%
N/A
12.6K $0
Ge Vernova Inc.
242
+ 2.49%
N/A
9.97K $0
Arcadium Lithium PLC
3.1K
+ 27.59%
N/A
14.4K $0
BFB
Brown Forman Corp Cl B
16K
+ 105.03%
N/A
31.3K $0
Natwest Group PLC Sponsored Adr
10.8K
+ 24.98%
N/A
54.2K $0
Corpay, Inc.
223
+ 18.44%
N/A
1.43K $0
Liberty Media Corp. Series C Liberty Formula One
23
+ 0.62%
N/A
3.72K $0
Labcorp Holdings Inc.
507
+ 7.2%
N/A
7.55K $0
CRH.L
Crh PLC

Basic Materials
301
+ 5.37%
N/A
5.91K $0
HPE
Hewlett Packard Enterprise CO

Technology
1.19K
+ 3.4%
$16.1 - $21.44 $19.1K - $25.5K
36.2K $740K
APA
Apa Corp

Energy
2.89K
+ 20.3%
$23.34 - $32.22 $67.5K - $93.1K
17.1K $418K
AZN
Astrazeneca PLC

Healthcare
12
+ 0.02%
$76.67 - $87.62 $920 - $1.05K
49.3K $3.84M
OKTA
Okta, Inc.

Technology
702
+ 23.93%
$71.0 - $100.39 $49.8K - $70.5K
3.64K $270K
NWSA
News Corp

Communication Services
308
+ 2.26%
$25.41 - $28.44 $7.83K - $8.76K
13.9K $371K
TER
Teradyne, Inc

Technology
319
+ 9.28%
$114.25 - $163.0 $36.4K - $52K
3.76K $503K
PVH
Pvh Corp.

Consumer Cyclical
34
+ 1.68%
$92.46 - $108.88 $3.14K - $3.7K
2.05K $206K
TFII
Tfi International Inc.

Industrials
39
+ 2.08%
$136.9 - $158.55 $5.34K - $6.18K
1.91K $261K
WST
West Pharmaceutical Services Inc

Healthcare
241
+ 7.99%
$277.16 - $333.3 $66.8K - $80.3K
3.26K $977K
ASX
Ase Technology Holding Co., Ltd.

Technology
182
+ 1.69%
$8.6 - $12.5 $1.57K - $2.28K
11K $106K
PCAR
Paccar Inc

Industrials
654
+ 3.05%
$91.64 - $109.98 $59.9K - $71.9K
22.1K $2.18M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
462
+ 13.26%
$53.01 - $82.74 $24.5K - $38.2K
3.95K $255K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
2.01K
+ 2.4%
$11.38 - $14.48 $22.9K - $29.1K
85.7K $1.08M
FANG
Diamondback Energy, Inc.

Energy
703
+ 11.15%
$168.46 - $210.94 $118K - $148K
7.01K $1.21M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
8.63K
+ 18.22%
$8.26 - $12.16 $71.3K - $105K
56K $501K
HAL
Halliburton CO

Energy
2.73K
+ 7.49%
$27.81 - $36.44 $75.9K - $99.4K
39.2K $1.14M
SLB
Schlumberger Limited

Energy
3.8K
+ 7.02%
$39.57 - $49.67 $150K - $188K
57.8K $2.43M
SNOW
Snowflake Inc.

Technology
338
+ 4.17%
$108.56 - $143.02 $36.7K - $48.3K
8.44K $968K
SHEL
Shell PLC

Energy
680
+ 2.42%
$65.65 - $73.28 $44.6K - $49.8K
28.8K $1.9M
DXCM
Dexcom Inc

Healthcare
3.36K
+ 42.67%
$64.0 - $116.06 $215K - $390K
11.2K $753K
KLAC
Kla Corp

Technology
113
+ 2.46%
$696.17 - $892.35 $78.7K - $101K
4.71K $3.64M
TM
Toyota Motor Corp

Consumer Cyclical
174
+ 2.46%
$167.18 - $207.59 $29.1K - $36.1K
7.24K $1.29M
FDX
Fedex Corp

Industrials
149
+ 1.92%
$254.64 - $313.52 $37.9K - $46.7K
7.9K $2.16M
VLO
Valero Energy Corp

Energy
39
+ 0.27%
$132.81 - $163.48 $5.18K - $6.38K
14.3K $1.93M
CDNS
Cadence Design Systems Inc

Technology
22
+ 0.17%
$246.84 - $321.11 $5.43K - $7.06K
12.6K $3.42M
SNPS
Synopsys Inc

Technology
6
+ 0.11%
$463.97 - $621.3 $2.78K - $3.73K
5.71K $2.89M
CPRT
Copart Inc

Consumer Cyclical
1.3K
+ 0.28%
$49.19 - $55.54 $63.9K - $72.1K
457K $24M
CRWD
Crowd Strike Holdings, Inc.

Technology
271
+ 2.46%
$217.89 - $392.15 $59K - $106K
11.3K $3.17M
AMZN
Amazon Com Inc

Consumer Cyclical
11.8K
+ 2.24%
$161.02 - $200.0 $1.91M - $2.37M
540K $101M
Activity Summary
Buys All Purchases 466 New Holdings 67 Increased Positions 399 Sells All Sells 551 Reductions 551 Sold out 0 Options Calls 1 Puts 7
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email