United Capital Financial Advisers, LLC Reduced Holdings in Q3 2024

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-5.14K
- 8.8%
$69.61 - $79.56 $358K - $409K
53.2K $4.17M
HEI
Heico Corp

Industrials
-867
- 46.76%
$220.59 - $267.96 $191K - $232K
987 $258K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-12.2K
- 8.95%
$21.35 - $22.73 $260K - $277K
124K $2.79M
YUM
Yum Brands Inc

Consumer Cyclical
-1.66K
- 12.92%
$125.95 - $139.96 $209K - $232K
11.2K $1.56M
STM
St Microelectronics N.V.

Technology
-103
- 0.73%
$27.83 - $42.72 $2.87K - $4.4K
13.9K $414K
FTV
Fortive Corp

Technology
-2.34K
- 21.12%
$67.01 - $79.2 $156K - $185K
8.72K $688K
NXPI
Nxp Semiconductors N.V.

Technology
-151
- 4.68%
$225.14 - $290.78 $34K - $43.9K
3.07K $737K
FCX
Freeport Mcmoran Inc

Basic Materials
-5.24K
- 5.21%
$39.52 - $51.92 $207K - $272K
95.3K $4.76M
ADI
Analog Devices Inc

Technology
-883
- 2.04%
$200.56 - $243.33 $177K - $215K
42.5K $9.77M
VGSH
Vanguard

ETFs
-4.04K
- 3.53%
$57.74 - $59.13 $233K - $239K
110K $6.5M
VRSN
Verisign Inc

Technology
-774
- 29.28%
$174.18 - $190.64 $135K - $148K
1.87K $354K
STZ
Constellation Brands, Inc.

Consumer Defensive
-447
- 9.04%
$236.42 - $259.82 $106K - $116K
4.5K $1.16M
GPC
Genuine Parts CO

Consumer Cyclical
-907
- 8.44%
$131.04 - $147.11 $119K - $133K
9.84K $1.37M
CTRA
Coterra Energy Inc.

Energy
-2.98K
- 22.17%
$22.62 - $27.37 $67.5K - $81.7K
10.5K $250K
LHX
L3 Harris Technologies, Inc.

Industrials
-967
- 10.46%
$221.96 - $243.27 $215K - $235K
8.28K $1.97M
C
Citigroup Inc

Financial Services
-1.23K
- 3.7%
$56.11 - $67.61 $69.1K - $83.2K
32.1K $2.01M
MGM
Mgm Resorts International

Consumer Cyclical
-1.47K
- 15.94%
$34.07 - $46.78 $49.9K - $68.5K
7.73K $302K
TROW
Price T Rowe Group Inc

Financial Services
-323
- 3.09%
$101.71 - $120.75 $32.9K - $39K
10.1K $1.1M
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
-4.55K
- 2.77%
$25.04 - $25.21 $114K - $115K
160K $4.03M
EQNR
Equinor Asa

Energy
-833
- 3.46%
$24.19 - $29.0 $20.2K - $24.2K
23.3K $589K
DAL
Delta Air Lines, Inc.

Industrials
-3.47K
- 14.54%
$37.32 - $51.8 $130K - $180K
20.4K $1.04M
ROK
Rockwell Automation, Inc

Industrials
-221
- 4.3%
$248.27 - $294.37 $54.9K - $65.1K
4.91K $1.32M
MRO
Marathon Oil Corp

Energy
-115
- 0.26%
$25.87 - $29.26 $2.98K - $3.36K
43.7K $1.16M
OEF
Ishares S&P 100 ETF

ETFs
-503
- 2.13%
$266.03 - $266.03 $134K - $134K
23.1K $6.14M
PODD
Insulet Corp

Healthcare
-1.36K
- 18.81%
$180.69 - $239.01 $245K - $324K
5.86K $1.36M
DOW
Dow Inc.

Basic Materials
-2.49K
- 9.23%
$50.15 - $55.41 $125K - $138K
24.4K $1.34M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.3K
- 9.29%
$75.47 - $83.18 $249K - $275K
32.3K $2.68M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-1.24K
- 15.02%
$91.37 - $101.65 $113K - $126K
7K $711K
ICLR
Icon PLC

Healthcare
-133
- 7.9%
$280.48 - $346.2 $37.3K - $46K
1.55K $445K
CNP
Centerpoint Energy Inc

Utilities
-2K
- 13.61%
$25.63 - $30.55 $51.1K - $60.9K
12.7K $372K
SPYG
Spdr Portfolio

ETFs
-3.51K
- 4.7%
$73.38 - $84.1 $257K - $295K
71.2K $5.9M
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.15K
- 6.99%
$57.96 - $65.72 $66.5K - $75.4K
15.3K $912K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-1.17K
- 1.11%
$9.27 - $11.62 $10.9K - $13.6K
105K $1.07M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-133
- 0.16%
$44.66 - $49.15 $5.94K - $6.54K
84.7K $3.99M
PSTG
Pure Storage, Inc.

Technology
-252
- 5.73%
$45.73 - $67.71 $11.5K - $17.1K
4.15K $208K
RELX
Relx PLC

Communication Services
-6.45K
- 4.32%
$44.1 - $48.86 $285K - $315K
143K $6.79M
TJX
Tjx Companies Inc

Consumer Cyclical
-4.67K
- 7.23%
$107.93 - $120.23 $504K - $562K
59.9K $7.04M
ENPH
Enphase Energy, Inc.

Technology
-956
- 31.57%
$95.77 - $123.65 $91.6K - $118K
2.07K $234K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-957
- 16.71%
$84.81 - $93.54 $81.2K - $89.5K
4.77K $438K
PPG
Ppg Industries Inc

Basic Materials
-889
- 10.79%
$118.32 - $134.55 $105K - $120K
7.35K $973K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.38K
- 24.81%
$48.06 - $49.39 $66.3K - $68.2K
4.18K $206K
PFG
Principal Financial Group Inc

Financial Services
-1.37K
- 18.68%
$72.94 - $87.46 $99.9K - $120K
5.96K $512K
HUBS
Hubspot Inc

Technology
-25
- 2.96%
$450.09 - $592.58 $11.3K - $14.8K
821 $436K
ANSS
Ansys Inc

Technology
-179
- 10.72%
$296.54 - $331.25 $53.1K - $59.3K
1.49K $474K
WDC
Western Digital Corp

Technology
-57
- 0.77%
$56.25 - $80.24 $3.21K - $4.57K
7.36K $502K
RIO
Rio Tinto PLC

Basic Materials
-1.5K
- 17.09%
$59.71 - $71.21 $89.4K - $107K
7.27K $517K
FTSL
First Trust Senior Ln Fund

ETFs
-1.32K
- 15.1%
$45.51 - $46.26 $60.1K - $61.1K
7.43K $340K
NTR
Nutrien Ltd.

Basic Materials
-352
- 2.38%
$45.26 - $52.2 $15.9K - $18.4K
14.4K $694K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.61K
- 6.05%
$50.09 - $51.31 $80.8K - $82.8K
25K $1.28M
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
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