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
PANW
Palo Alto Networks Inc

Technology
294
+ 0.73%
$152.44 - $204.64 $44.8K - $60.2K
40.4K $8.26M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
70.4K
+ 98.76%
$19.44 - $19.88 $1.37M - $1.4M
142K $2.81M
LPLA
Lpl Financial Holdings Inc.

Financial Services
3.52K
+ 286.96%
$283.31 - $388.96 $998K - $1.37M
4.75K $1.78M
COIN
Coinbase Global, Inc.

Technology
1.44K
+ 31.6%
$151.47 - $375.07 $217K - $538K
5.98K $2.09M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
25.4K
+ 8.31%
$43.65 - $45.44 $1.11M - $1.15M
331K $15.1M
CDNS
Cadence Design Systems Inc

Technology
1.5K
+ 10.6%
$231.64 - $323.08 $348K - $485K
15.7K $4.83M
NTRS
Northern Trust Corp

Financial Services
258
+ 0.63%
$84.45 - $126.79 $21.8K - $32.7K
41.2K $5.22M
AMAT
Applied Materials Inc

Technology
298
+ 1.01%
$126.95 - $183.52 $37.8K - $54.7K
29.9K $5.47M
HON
Honeywell International Inc

Industrials
286
+ 0.58%
$182.86 - $232.88 $52.3K - $66.6K
49.6K $11.6M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
44.8K
+ 58.29%
$23.33 - $24.01 $1.04M - $1.07M
122K $2.92M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
261
+ 2.93%
$177.93 - $313.14 $46.4K - $81.7K
9.15K $2.87M
TRMB
Trimble Inc.

Technology
872
+ 1.02%
$55.12 - $75.98 $48.1K - $66.3K
86K $6.53M
SNOW
Snowflake Inc.

Technology
310
+ 2.97%
$130.53 - $223.77 $40.5K - $69.4K
10.7K $2.4M
SHOP
Shopify Inc.

Technology
5.53K
+ 50.54%
$76.89 - $115.35 $425K - $638K
16.5K $1.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
10.4K
+ 43.17%
$83.97 - $92.85 $877K - $970K
34.6K $3.06M
VST
Vistra Corp.

Utilities
2.26K
+ 43.02%
$98.07 - $195.04 $222K - $441K
7.51K $1.46M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
19.9K
+ 46.3%
$27.43 - $34.32 $545K - $682K
62.8K $2.15M
PFE
Pfizer Inc

Healthcare
42.3K
+ 22.59%
$21.59 - $24.84 $913K - $1.05M
230K $5.56M
TPIF
Timothy Plan Intl ETF (De)

ETFs
19.6K
+ 41.56%
$26.0 - $32.29 $508K - $631K
66.6K $2.15M
MCHP
Microchip Technology Inc

Technology
3.18K
+ 12.13%
$35.34 - $71.6 $112K - $227K
29.4K $2.07M
XYL
Xylem Inc.

Industrials
292
+ 0.38%
$102.86 - $129.5 $30K - $37.8K
76.7K $9.92M
EL
Estee Lauder Companies Inc

Consumer Defensive
7.99K
+ 87.32%
$50.06 - $80.8 $400K - $646K
17.1K $1.38M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.55K
+ 1.91%
$72.96 - $90.39 $113K - $140K
82.5K $7.37M
TT
Trane Technologies PLC

Industrials
90
+ 1.27%
$315.21 - $437.41 $28.4K - $39.4K
7.15K $3.13M
APP
App Lovin Corp

Technology
402
+ 5.68%
$219.37 - $417.89 $88.2K - $168K
7.48K $2.62M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
15.4K
+ 87.56%
$48.13 - $49.85 $740K - $766K
32.9K $1.61M
MO
Altria Group, Inc.

Consumer Defensive
13.8K
+ 23.79%
$55.56 - $60.91 $764K - $838K
71.6K $4.2M
VGIT
Vanguard Intermediate Term Tre

ETFs
11.2K
+ 8.55%
$58.63 - $59.9 $656K - $670K
142K $8.49M
ELV
Elevance Health, Inc.

Healthcare
2.66K
+ 37.15%
$372.27 - $452.69 $990K - $1.2M
9.82K $3.82M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
7.25K
+ 142.9%
$73.02 - $90.22 $529K - $654K
12.3K $1.1M
MSTR
Microstrategy Inc

Technology
845
+ 29.02%
$237.95 - $421.61 $201K - $356K
3.76K $1.52M
EEM
Ishares Msci Emerging Markets

ETFs
9.42K
+ 19.19%
$38.52 - $48.28 $363K - $455K
58.5K $2.82M
DASH
Door Dash, Inc.

Communication Services
1.25K
+ 22.3%
$163.16 - $246.51 $204K - $309K
6.87K $1.69M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
27.7K
+ 148.99%
$22.46 - $23.12 $623K - $641K
46.3K $1.07M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
1.08K
+ 0.31%
$11.9 - $15.57 $12.9K - $16.9K
353K $5.42M
VGT
Vanguard Information Technolog

ETFs
168
+ 4.03%
$470.37 - $663.28 $79K - $111K
4.34K $2.88M
IYC
Ishares U.S. Consumer Discreti

ETFs
118
+ 0.22%
$79.19 - $99.64 $9.34K - $11.8K
53.4K $5.32M
O
Realty Income Corp

Real Estate
10.5K
+ 63.06%
$52.27 - $58.52 $550K - $615K
27.2K $1.57M
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
12.5K
+ 81.94%
$37.78 - $44.9 $471K - $560K
27.7K $1.24M
FCX
Freeport Mcmoran Inc

Basic Materials
2.38K
+ 2.68%
$29.15 - $44.46 $69.4K - $106K
91.3K $3.96M
DELL
Dell Technologies Inc.

Technology
3.05K
+ 44.47%
$71.63 - $125.98 $219K - $385K
9.92K $1.22M
HWM
Howmet Aerospace Inc.

Industrials
196
+ 2.0%
$112.33 - $186.13 $22K - $36.5K
10K $1.86M
MGK
Vanguard Mega Cap Growth ETF

ETFs
197
+ 2.19%
$273.67 - $366.17 $53.9K - $72.1K
9.2K $3.37M
ALGN
Align Technology Inc

Healthcare
571
+ 3.74%
$144.32 - $190.42 $82.4K - $109K
15.8K $3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
571
+ 5.18%
$272.36 - $339.57 $156K - $194K
11.6K $3.93M
EW
Edwards Lifesciences Corp

Healthcare
4.71K
+ 15.06%
$67.07 - $78.22 $316K - $368K
36K $2.81M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.58K
+ 2.03%
$114.78 - $133.31 $181K - $210K
79.1K $10.5M
SHW
Sherwin Williams CO

Basic Materials
1.66K
+ 33.23%
$313.51 - $363.51 $521K - $604K
6.66K $2.29M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
78.7K
+ 1611.98%
$87.84 - $1441.89 $6.92M - $114M
83.6K $7.54M
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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