United Capital Financial Advisers, LLC New Holdings in Q4 2024

United Capital Financial Advisers, LLC

  • $11.7 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRAI
Cra International, Inc.

Industrials
50.2K
New
$168.27 - $206.55 $8.44M - $10.4M
50.2K $9.39M
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
336K
New
$23.25 - $23.56 $7.81M - $7.91M
336K $7.82M
IGLB
Ishares 10+ Year Investment Gr

ETFs
110K
New
$49.36 - $53.72 $5.41M - $5.89M
110K $5.41M
MORN
Morningstar, Inc.

Financial Services
12.9K
New
$312.56 - $358.78 $4.04M - $4.64M
12.9K $4.35M
NSSC
Napco Security Technologies, Inc

Industrials
106K
New
$34.51 - $42.2 $3.65M - $4.47M
106K $3.77M
CACI
Caci International Inc

Technology
5.8K
New
N/A
5.8K $2.48M
AOK
Ishares Tr Core Conservative A

ETFs
41.9K
New
$37.3 - $38.64 $1.56M - $1.62M
41.9K $1.56M
BIBL
Northern Lts Fd Tr Iv

ETFs
28.5K
New
$38.73 - $42.41 $1.1M - $1.21M
28.5K $1.11M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
37.7K
New
$23.42 - $24.2 $883K - $913K
37.7K $883K
DLTR
Dollar Tree, Inc.

Consumer Defensive
9.98K
New
$61.21 - $76.19 $611K - $760K
9.98K $747K
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
23.3K
New
$28.76 - $32.28 $669K - $751K
23.3K $675K
REG
Regency Centers Corp

Real Estate
6.46K
New
$69.77 - $75.91 $450K - $490K
6.46K $477K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
9.64K
New
$44.57 - $46.43 $430K - $448K
9.64K $440K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
3.57K
New
$118.0 - $127.04 $421K - $453K
3.57K $433K
CADE
Cadence Bank

Financial Services
11K
New
$30.54 - $39.29 $337K - $434K
11K $380K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
8.8K
New
$42.7 - $46.33 $376K - $408K
8.8K $376K
HYD
Vaneck High Yield Muni ETF

ETFs
7.08K
New
$51.09 - $53.06 $362K - $376K
7.08K $367K
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
9.53K
New
$37.86 - $39.07 $361K - $372K
9.53K $361K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
6.33K
New
$56.61 - $61.63 $358K - $390K
6.33K $358K
VHT
Vanguard Health Care ETF

ETFs
1.17K
New
$250.81 - $283.3 $293K - $331K
1.17K $296K
ARGX
Argenx Se

Healthcare
443
New
$520.52 - $638.33 $231K - $283K
443 $272K
QTEC
First Trust Nasdaq 100 Technol

ETFs
1.44K
New
$185.87 - $204.12 $267K - $293K
1.44K $270K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
4K
New
$61.93 - $70.49 $247K - $282K
4K $262K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
9.7K
New
$26.65 - $29.34 $258K - $285K
9.7K $262K
CCJ
Cameco Corp

Energy
4.79K
New
$48.64 - $61.14 $233K - $293K
4.79K $246K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
5.5K
New
$43.61 - $45.3 $240K - $249K
5.5K $245K
GDDY
Go Daddy Inc.

Technology
1.24K
New
$153.16 - $209.03 $190K - $259K
1.24K $244K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.4K
New
$99.04 - $109.59 $238K - $263K
2.4K $239K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.13K
New
$38.17 - $42.95 $234K - $263K
6.13K $239K
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
12.4K
New
$19.11 - $20.04 $238K - $249K
12.4K $238K
ISMD
Northern Lts Fd Tr Iv

ETFs
6.33K
New
$36.81 - $40.75 $233K - $258K
6.33K $237K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
5.42K
New
$41.66 - $43.47 $226K - $235K
5.42K $230K
AIT
Applied Industrial Technologies Inc

Industrials
944
New
$220.05 - $280.49 $208K - $265K
944 $226K
IBKR
Interactive Brokers Group, Inc.

Financial Services
1.28K
New
$138.3 - $192.95 $176K - $246K
1.28K $225K
FOXA
Fox Corp

Communication Services
4.64K
New
$41.35 - $49.99 $192K - $232K
4.64K $225K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
12.2K
New
$18.28 - $18.87 $223K - $230K
12.2K $223K
BILL
Bill.Com Holdings, Inc.

Technology
2.59K
New
$51.23 - $97.41 $132K - $252K
2.59K $219K
KRC
Kilroy Realty Corp

Real Estate
5.39K
New
$37.51 - $43.55 $202K - $235K
5.39K $217K
WSM
Williams Sonoma Inc

Consumer Cyclical
1.16K
New
$129.13 - $198.21 $149K - $229K
1.16K $213K
TS
Tenaris Sa

Energy
5.63K
New
$31.3 - $39.08 $176K - $220K
5.63K $212K
DOX
Amdocs LTD

Technology
2.46K
New
$82.94 - $92.86 $204K - $228K
2.46K $209K
DTM
Dt Midstream, Inc.

Energy
2.1K
New
$78.85 - $108.56 $165K - $228K
2.1K $208K
EXEL
Exelixis, Inc.

Healthcare
6.23K
New
$25.39 - $36.46 $158K - $227K
6.23K $207K
TCBI
Texas Capital Bancshares Inc

Financial Services
2.58K
New
$69.88 - $89.68 $180K - $232K
2.58K $201K
RBLX
Roblox Corp

Communication Services
3.48K
New
$39.86 - $61.45 $139K - $214K
3.48K $201K
U
Unity Software Inc.

Technology
8.98K
New
$17.34 - $27.72 $156K - $249K
8.98K $201K
BIO
Bio Rad Laboratories, Inc.

Healthcare
611
New
$313.15 - $374.28 $191K - $229K
611 $200K
TDS
Telephone & Data Systems Inc

Communication Services
5.89K
New
$22.86 - $35.22 $135K - $207K
5.89K $200K
BSCU
Invesco Exc Self Ind Tr

ETFs
10.5K
New
$16.32 - $16.99 $171K - $178K
10.5K $171K
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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