United Capital Financial Advisers, LLC Incresed Positions in Q2 2025

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
9.21K
+ 1.42%
$354.56 - $497.45 $3.27M - $4.58M
660K $328M
NVDA
Nvidia Corp

Technology
666
+ 0.04%
$94.31 - $157.99 $62.8K - $105K
1.59M $251M
IEFA
Ishares Tr

ETFs
125K
+ 2.63%
$67.83 - $84.09 $8.45M - $10.5M
4.87M $407M
EFV
Msci Eafe Value ETF

ETFs
502K
+ 44.63%
$52.4 - $64.65 $26.3M - $32.5M
1.63M $103M
VUG
Vanguard Growth ETF

ETFs
1K
+ 0.19%
$329.49 - $438.4 $331K - $440K
531K $233M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
671K
+ 440.11%
$50.09 - $51.09 $33.6M - $34.3M
824K $42.1M
IEMG
Ishares Inc

ETFs
574K
+ 20.55%
N/A
3.37M $181M
SPMD
Spdr Portfolio

ETFs
430K
+ 111.13%
$44.89 - $54.38 $19.3M - $23.4M
816K $44.4M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
178K
+ 190.82%
$91.43 - $91.74 $16.3M - $16.3M
272K $24.9M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
173K
+ 5.96%
$75.05 - $77.34 $13M - $13.4M
3.08M $238M
OEF
Ishares S&P 100 ETF

ETFs
46.6K
+ 41.56%
N/A
159K $42.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
157K
+ 93.53%
$54.19 - $67.22 $8.51M - $10.6M
325K $21.8M
GOOG
Alphabet Inc.

Communication Services
1.86K
+ 0.35%
$146.58 - $180.01 $272K - $334K
525K $93.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
110K
+ 5093.25%
$102.02 - $103.5 $11.2M - $11.4M
112K $11.6M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
21.9K
+ 30.5%
$141.37 - $228.57 $3.09M - $5M
93.6K $21.2M
IVE
Ishares S&P 500 Value ETF

ETFs
25.8K
+ 5.22%
$168.34 - $195.42 $4.35M - $5.04M
520K $102M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
318K
+ 89.25%
$22.81 - $22.97 $7.26M - $7.31M
675K $15.5M
ZTS
Zoetis Inc.

Healthcare
45.9K
+ 249.92%
$144.41 - $170.3 $6.63M - $7.82M
64.3K $10M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
275K
+ 72.95%
$23.29 - $23.38 $6.4M - $6.43M
652K $15.2M
TSLA
Tesla, Inc.

Consumer Cyclical
3.56K
+ 4.1%
$221.86 - $362.89 $790K - $1.29M
90.4K $28.7M
UBER
Uber Technologies, Inc

Technology
19.4K
+ 10.98%
$64.62 - $93.3 $1.25M - $1.81M
196K $18.3M
ISRG
Intuitive Surgical Inc

Healthcare
2.9K
+ 3.68%
$451.58 - $565.94 $1.31M - $1.64M
81.7K $44.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
113K
+ 64.83%
$35.35 - $42.68 $3.98M - $4.81M
286K $12.2M
IEF
Ishares Barclays

ETFs
51.7K
+ 124.17%
$93.15 - $96.56 $4.82M - $4.99M
93.4K $8.94M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
204K
+ 69.67%
$22.3 - $22.57 $4.54M - $4.6M
496K $11.2M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
204K
+ 72.0%
$22.09 - $22.44 $4.5M - $4.57M
487K $10.9M
COF
Capital One Financial Corp

Financial Services
18.8K
+ 122.58%
$150.57 - $212.76 $2.83M - $4M
34.2K $7.27M
KKR
Kkr & Co. Inc.

Financial Services
106
+ 0.04%
$92.79 - $134.29 $9.84K - $14.2K
258K $34.3M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
203K
+ 71.91%
$21.57 - $21.99 $4.39M - $4.47M
486K $10.7M
NOW
Service Now, Inc.

Technology
791
+ 5.77%
$721.65 - $1040.18 $571K - $823K
14.5K $14.9M
ETN
Eaton Corp PLC

Industrials
2.1K
+ 6.1%
$246.52 - $356.99 $518K - $750K
36.5K $13M
PLTR
Palantir Technologies Inc.

Technology
7.79K
+ 17.57%
$74.01 - $144.25 $577K - $1.12M
52.2K $7.11M
AMD
Advanced Micro Devices Inc

Technology
3.94K
+ 5.94%
$78.21 - $143.81 $308K - $567K
70.3K $9.98M
CEG
Constellation Energy Corp

Utilities
4.47K
+ 35.91%
$170.96 - $322.76 $764K - $1.44M
16.9K $5.46M
GE
General Electric CO

Industrials
1.47K
+ 3.51%
$166.81 - $257.39 $245K - $377K
43.2K $11.1M
BA
Boeing CO

Industrials
6.02K
+ 15.59%
$136.59 - $217.51 $822K - $1.31M
44.6K $9.35M
CACI
Caci International Inc

Technology
5.98K
+ 105.1%
N/A
11.7K $4.99M
VB
Vanguard Small Cap ETF

ETFs
3.29K
+ 2.93%
$193.73 - $237.37 $637K - $781K
116K $27.4M
IBM
International Business Machines Corp

Technology
1.48K
+ 3.39%
$221.03 - $294.78 $326K - $435K
45K $13.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
302
+ 2.21%
$321.63 - $509.31 $97.1K - $154K
13.9K $7.1M
HDB
Hdfc Bank LTD

Financial Services
13.5K
+ 15.5%
$63.78 - $77.48 $861K - $1.05M
101K $7.71M
VZ
Verizon Communications Inc

Communication Services
52.5K
+ 30.43%
$41.67 - $45.62 $2.19M - $2.4M
225K $9.74M
BIBL
Northern Lts Fd Tr Iv

ETFs
40.2K
+ 80.79%
$33.5 - $41.33 $1.35M - $1.66M
90.1K $3.72M
MTB
M&T Bank Corp

Financial Services
8.6K
+ 224.01%
$156.58 - $193.99 $1.35M - $1.67M
12.4K $2.41M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
13.8K
+ 21.42%
$116.93 - $119.39 $1.62M - $1.65M
78.3K $9.33M
PM
Philip Morris International Inc.

Consumer Defensive
2K
+ 3.56%
$149.23 - $184.95 $299K - $370K
58.3K $10.6M
PWR
Quanta Services, Inc.

Industrials
1.54K
+ 18.1%
$239.47 - $381.26 $369K - $588K
10.1K $3.8M
T
At&T Inc.

Communication Services
44.4K
+ 12.4%
$26.33 - $28.94 $1.17M - $1.29M
403K $11.6M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
71K
+ 108.2%
$20.04 - $20.55 $1.42M - $1.46M
137K $2.8M
Activity Summary
Buys All Purchases 498 New Holdings 75 Increased Positions 423 Sells All Sells 553 Reductions 553 Sold out 0 Options Calls 0 Puts 6
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