United Capital Financial Advisers, LLC Incresed Positions in Q3 2025

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
81.5K
+ 5.55%
$202.38 - $256.87 $16.5M - $20.9M
1.55M $395M
NVDA
Nvidia Corp

Technology
232K
+ 14.6%
$153.3 - $186.58 $35.5M - $43.2M
1.82M $339M
GOOGL
Alphabet Inc.

Communication Services
77.5K
+ 11.07%
$174.36 - $254.72 $13.5M - $19.7M
777K $189M
GOOG
Alphabet Inc.

Communication Services
2.28K
+ 0.43%
$175.16 - $255.24 $400K - $582K
527K $128M
OEF
Ishares S&P 100 ETF

ETFs
125K
+ 78.83%
N/A
284K $75.5M
MSFT
Microsoft Corp

Technology
36.2K
+ 5.49%
$491.09 - $535.64 $17.8M - $19.4M
696K $360M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
315K
+ 18.03%
$54.35 - $59.32 $17.1M - $18.7M
2.06M $122M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
310K
+ 10.07%
$76.16 - $78.59 $23.6M - $24.4M
3.39M $265M
ORCL
Oracle Corp

Technology
24.1K
+ 8.3%
$218.96 - $328.33 $5.27M - $7.91M
314K $88.4M
IEFA
Ishares Tr

ETFs
69.1K
+ 1.42%
$81.7 - $87.53 $5.65M - $6.05M
4.94M $431M
ITA
Ishares Tr

ETFs
99.3K
+ 6866.11%
$184.73 - $209.26 $18.3M - $20.8M
101K $21.1M
ABBV
Abb Vie Inc.

Healthcare
47.5K
+ 24.23%
$184.85 - $231.54 $8.77M - $11M
243K $56.3M
TSLA
Tesla, Inc.

Consumer Cyclical
17.7K
+ 19.59%
$293.94 - $444.72 $5.21M - $7.88M
108K $48.1M
VTV
Vanguard Value ETF

ETFs
30.6K
+ 2.2%
$175.51 - $186.57 $5.37M - $5.71M
1.42M $265M
JNJ
Johnson & Johnson

Healthcare
42.1K
+ 13.96%
$155.17 - $185.42 $6.53M - $7.8M
343K $63.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
26.7K
+ 12.1%
$459.11 - $506.91 $12.3M - $13.5M
248K $124M
SPMD
Spdr Portfolio

ETFs
244K
+ 29.94%
$54.43 - $58.29 $13.3M - $14.2M
1.06M $60.7M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
656K
+ 97.26%
$22.84 - $22.95 $15M - $15.1M
1.33M $30.5M
GE
General Electric CO

Industrials
41.2K
+ 95.32%
$244.75 - $305.63 $10.1M - $12.6M
84.4K $25.4M
IAU
Ishares Gold Trust

ETFs
154K
+ 54.27%
$61.62 - $72.77 $9.47M - $11.2M
437K $31.8M
AJG
Arthur J. Gallagher & Co.

Financial Services
42.1K
+ 96.47%
$284.17 - $319.49 $12M - $13.4M
85.7K $26.6M
GS
Goldman Sachs Group Inc

Financial Services
14.8K
+ 166.34%
$696.56 - $806.32 $10.3M - $11.9M
23.7K $18.9M
AMZN
Amazon Com Inc

Consumer Cyclical
54.8K
+ 9.89%
$211.65 - $238.24 $11.6M - $13.1M
609K $134M
TMO
Thermo Fisher Scientific Inc.

Healthcare
19.3K
+ 74.3%
$404.94 - $499.99 $7.83M - $9.67M
45.4K $22M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
93.3K
+ 18.19%
$98.52 - $103.93 $9.2M - $9.7M
606K $62.5M
ETN
Eaton Corp PLC

Industrials
25.6K
+ 70.17%
$342.99 - $392.76 $8.79M - $10.1M
62.1K $23.3M
AXP
American Express CO

Financial Services
26.1K
+ 26.84%
$294.27 - $342.31 $7.69M - $8.94M
123K $41M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
17.2K
+ 18.43%
$224.68 - $282.71 $3.87M - $4.87M
111K $31M
MSI
Motorola Solutions, Inc.

Technology
20.1K
+ 407.54%
$408.73 - $490.3 $8.22M - $9.86M
25K $11.4M
IVE
Ishares S&P 500 Value ETF

ETFs
17K
+ 3.27%
$194.44 - $206.51 $3.31M - $3.52M
537K $111M
PANW
Palo Alto Networks Inc

Technology
45.6K
+ 113.02%
$167.06 - $208.19 $7.62M - $9.5M
86K $17.5M
ASML
Asml Holding Nv

Technology
116
+ 0.22%
$689.63 - $968.09 $80K - $112K
53.7K $52M
SNOW
Snowflake Inc.

Technology
37.9K
+ 353.13%
$191.73 - $241.0 $7.27M - $9.14M
48.6K $11M
BX
Blackstone Inc.

Financial Services
48K
+ 295.75%
$152.77 - $188.68 $7.33M - $9.05M
64.2K $11M
QCOM
Qualcomm Inc

Technology
37.7K
+ 11.9%
$145.84 - $173.55 $5.5M - $6.55M
355K $59M
MET
Metlife Inc

Financial Services
98.8K
+ 368.94%
$73.82 - $82.37 $7.3M - $8.14M
126K $10.3M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
350K
+ 53.68%
$23.29 - $23.38 $8.15M - $8.18M
1M $23.4M
SCHW
Schwab Charles Corp

Financial Services
83.8K
+ 210.14%
$91.03 - $98.69 $7.62M - $8.27M
124K $11.8M
HON
Honeywell International Inc

Industrials
43.3K
+ 87.18%
$207.7 - $240.4 $8.99M - $10.4M
92.9K $19.6M
IEMG
Ishares Inc

ETFs
135K
+ 4.01%
N/A
3.5M $188M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
319K
+ 65.52%
$21.68 - $22.04 $6.91M - $7.02M
805K $17.7M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
311K
+ 63.87%
$22.19 - $22.44 $6.9M - $6.98M
798K $17.9M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
308K
+ 62.02%
$22.36 - $22.52 $6.88M - $6.93M
803K $18.1M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
126K
+ 43.98%
$42.26 - $47.16 $5.32M - $5.94M
412K $19.1M
LAMR
Lamar Advertising CO

Real Estate
51.8K
+ 197.32%
$114.98 - $128.82 $5.96M - $6.67M
78.1K $9.56M
APD
Air Products & Chemicals, Inc.

Basic Materials
23K
+ 108.01%
$265.78 - $299.3 $6.11M - $6.88M
44.2K $12.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.98K
+ 3.71%
$617.65 - $666.84 $1.84M - $1.98M
83.1K $55.4M
AMGN
Amgen Inc

Healthcare
19.8K
+ 30.63%
$271.18 - $309.22 $5.38M - $6.13M
84.5K $23.9M
VEU
Vanguard Ftse All World Ex Us

ETFs
56.5K
+ 17.37%
$66.38 - $71.68 $3.75M - $4.05M
381K $27.2M
Activity Summary
Buys All Purchases 711 New Holdings 142 Increased Positions 569 Sells All Sells 447 Reductions 447 Sold out 0 Options Calls 2 Puts 6
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