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
DVA
Davita Inc.

Healthcare
3.95K
+ 169.7%
$133.5 - $155.51 $527K - $614K
6.28K $894K
SCHW
Schwab Charles Corp

Financial Services
113
+ 0.28%
$69.06 - $91.24 $7.8K - $10.3K
39.9K $3.64M
TFC
Truist Financial Corp

Financial Services
10.1K
+ 22.68%
$34.79 - $42.99 $351K - $434K
54.7K $2.35M
MDT
Medtronic PLC

Healthcare
20.4K
+ 4.34%
$80.68 - $88.86 $1.65M - $1.82M
491K $42.8M
GLD
Spdr Gold Trust

ETFs
1.06K
+ 9.52%
$273.71 - $316.29 $290K - $335K
12.2K $3.71M
TTD
Trade Desk, Inc.

Technology
695
+ 2.64%
$45.27 - $79.4 $31.5K - $55.2K
27K $1.94M
DUK
Duke Energy Corp

Utilities
5.8K
+ 12.87%
$112.46 - $124.05 $652K - $719K
50.8K $6M
VO
Vanguard Mid Cap ETF

ETFs
73
+ 0.32%
$228.54 - $279.83 $16.7K - $20.4K
22.6K $6.34M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
20.4K
+ 16.76%
$22.43 - $23.23 $458K - $474K
142K $3.3M
NTAP
Net App, Inc.

Technology
3.9K
+ 94.02%
$76.1 - $106.55 $297K - $415K
8.05K $857K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.75K
+ 12.15%
$151.62 - $183.47 $265K - $321K
16.2K $2.96M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.57K
+ 20.19%
$45.98 - $56.15 $256K - $313K
33.1K $1.86M
WDC
Western Digital Corp

Technology
4.44K
+ 59.53%
$30.54 - $63.99 $136K - $284K
11.9K $761K
SNPS
Synopsys Inc

Technology
173
+ 3.91%
$380.9 - $517.66 $65.9K - $89.6K
4.6K $2.36M
AZN
Astrazeneca PLC

Healthcare
8.11K
+ 26.59%
$64.87 - $75.0 $526K - $608K
38.6K $2.7M
NEM
Newmont Corp

Basic Materials
3.65K
+ 17.15%
$44.18 - $59.46 $161K - $217K
25K $1.45M
MPC
Marathon Petroleum Corp

Energy
776
+ 5.44%
$118.55 - $170.08 $92K - $132K
15K $2.5M
LMT
Lockheed Martin Corp

Industrials
670
+ 10.17%
$430.82 - $486.45 $289K - $326K
7.26K $3.36M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
8.18K
+ 28.81%
$50.29 - $50.56 $411K - $413K
36.6K $1.85M
IJS
Ishares S&P Smallcap 600 Value

ETFs
134
+ 0.07%
$83.54 - $100.04 $11.2K - $13.4K
199K $19.8M
DDOG
Datadog, Inc.

Technology
366
+ 3.61%
$87.0 - $134.33 $31.8K - $49.2K
10.5K $1.41M
CTVA
Corteva, Inc.

Basic Materials
2.85K
+ 17.22%
$55.52 - $74.53 $158K - $212K
19.4K $1.44M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
8.1K
+ 118.94%
$41.9 - $50.31 $339K - $408K
14.9K $717K
AMCR
Amcor PLC

Consumer Cyclical
43.5K
+ 253.78%
$8.57 - $9.81 $373K - $427K
60.6K $557K
LNG
Cheniere Energy, Inc.

Energy
1.46K
+ 56.57%
$197.25 - $244.33 $288K - $357K
4.04K $984K
CVNA
Carvana Co.

Consumer Cyclical
422
+ 22.81%
$162.57 - $345.64 $68.6K - $146K
2.27K $765K
DG
Dollar General Corp

Consumer Defensive
1.21K
+ 13.53%
$86.02 - $114.95 $104K - $139K
10.1K $1.16M
MCO
Moodys Corp

Financial Services
89
+ 0.98%
$396.7 - $501.59 $35.3K - $44.6K
9.14K $4.59M
LYB
Lyondell Basell Industries N.V.

Basic Materials
7.83K
+ 116.45%
$53.23 - $70.65 $417K - $553K
14.6K $842K
WDAY
Workday, Inc.

Technology
180
+ 0.36%
$210.47 - $274.71 $37.9K - $49.4K
50.5K $12.1M
STX
Seagate Technology Holdings PLC

Technology
246
+ 4.41%
$66.54 - $144.33 $16.4K - $35.5K
5.82K $840K
APA
Apa Corp

Energy
22.5K
+ 132.87%
$14.03 - $21.24 $316K - $479K
39.5K $722K
TJX
Tjx Companies Inc

Consumer Cyclical
2.16K
+ 3.96%
$119.13 - $135.03 $257K - $292K
56.7K $7.01M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
4.5K
+ 135.2%
$57.14 - $72.68 $257K - $327K
7.83K $569K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
3.03K
+ 129.21%
$95.74 - $115.54 $290K - $350K
5.37K $613K
USB
Us Bancorp \De\

Financial Services
3.23K
+ 4.99%
$36.4 - $45.76 $117K - $148K
67.8K $3.07M
URI
United Rentals, Inc.

Industrials
8
+ 0.3%
$551.94 - $753.4 $4.42K - $6.03K
2.66K $2M
ETR
Entergy Corp

Utilities
4.47K
+ 33.77%
$79.01 - $86.61 $353K - $387K
17.7K $1.47M
SRE
Sempra Energy

Utilities
3.84K
+ 35.55%
$63.78 - $78.91 $245K - $303K
14.7K $1.11M
FIS
Fidelity National Information Services, Inc.

Technology
1.75K
+ 6.1%
$68.14 - $82.13 $119K - $144K
30.5K $2.48M
MOS
Mosaic CO

Basic Materials
6.44K
+ 62.17%
$22.76 - $36.95 $147K - $238K
16.8K $613K
SAN
Banco Santander, S.A.

Financial Services
14.2K
+ 11.32%
$5.72 - $8.32 $81.4K - $118K
140K $1.16M
SO
Southern CO

Utilities
3.5K
+ 4.42%
$84.91 - $92.56 $297K - $324K
82.7K $7.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.87K
+ 21.36%
$68.13 - $74.77 $332K - $364K
27.7K $2.01M
IXN
Ishares Global Information Tec

ETFs
760
+ 5.29%
$65.81 - $92.34 $50K - $70.2K
15.1K $1.4M
CCL
Carnival Corp

Consumer Cyclical
2.19K
+ 7.72%
$16.43 - $28.12 $36K - $61.7K
30.6K $860K
DOV
Dover Corp

Industrials
696
+ 3.03%
$151.14 - $186.7 $105K - $130K
23.7K $4.34M
ECL
Ecolab Inc.

Basic Materials
500
+ 4.84%
$225.65 - $270.95 $113K - $135K
10.8K $2.92M
IQV
Iqvia Holdings Inc.

Healthcare
2.18K
+ 88.66%
$137.0 - $174.37 $299K - $380K
4.64K $731K
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email