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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
287
+ 18.25%
$328.01 - $475.68 $94.1K - $137K
1.86K $870K
DOW
Dow Inc.

Basic Materials
18.3K
+ 79.49%
$25.81 - $34.89 $473K - $639K
41.4K $1.1M
MCK
Mckesson Corp

Healthcare
101
+ 2.87%
$652.83 - $732.78 $65.9K - $74K
3.62K $2.65M
OXY
Occidental Petroleum Corp

Energy
9.88K
+ 52.9%
$36.11 - $49.33 $357K - $487K
28.5K $1.2M
CYBR
Cyber Ark Software Ltd.

Technology
400
+ 25.67%
$305.98 - $406.88 $122K - $163K
1.96K $796K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.45K
+ 19.62%
$39.43 - $49.34 $136K - $170K
21K $994K
BK
Bank Of New York Mellon Corp

Financial Services
243
+ 0.76%
$73.31 - $91.62 $17.8K - $22.3K
32.4K $2.95M
BXP
Boston Properties Inc

Real Estate
3.72K
+ 26.98%
$56.86 - $74.12 $212K - $276K
17.5K $1.18M
D
Dominion Energy, Inc

Utilities
4.23K
+ 13.33%
$49.66 - $58.0 $210K - $245K
35.9K $2.03M
FTNT
Fortinet, Inc.

Technology
797
+ 4.57%
$84.71 - $108.69 $67.5K - $86.6K
18.2K $1.93M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.83K
+ 43.18%
$41.79 - $54.16 $160K - $207K
12.7K $670K
NXPI
Nxp Semiconductors N.V.

Technology
692
+ 21.41%
$153.5 - $218.72 $106K - $151K
3.92K $857K
RBLX
Roblox Corp

Communication Services
573
+ 14.94%
$51.22 - $105.59 $29.3K - $60.5K
4.41K $463K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
2.09K
+ 2.16%
$22.92 - $28.05 $48K - $58.7K
99.1K $2.78M
EPD
Enterprise Products Partners L.P.

Energy
9.48K
+ 47.8%
$28.95 - $34.22 $274K - $324K
29.3K $908K
MPWR
Monolithic Power Systems Inc

Technology
61
+ 5.2%
$455.19 - $737.73 $27.8K - $45K
1.23K $902K
UAL
United Airlines Holdings, Inc.

Industrials
1.5K
+ 15.94%
$56.15 - $84.23 $84.3K - $126K
10.9K $869K
ISMD
Northern Lts Fd Tr Iv

ETFs
5.59K
+ 42.31%
$29.72 - $35.6 $166K - $199K
18.8K $668K
MRVL
Marvell Technology, Inc.

Technology
674
+ 6.53%
$49.38 - $79.97 $33.3K - $53.9K
11K $850K
STT
State Street Corp

Financial Services
453
+ 4.61%
$75.33 - $106.34 $34.1K - $48.2K
10.3K $1.09M
SBSW
Sibanye Stillwater LTD

Basic Materials
21.2K
+ 105.66%
$3.22 - $7.55 $68.2K - $160K
41.2K $297K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.86K
+ 1.28%
$85.42 - $94.39 $159K - $175K
147K $13.8M
DAL
Delta Air Lines, Inc.

Industrials
1.81K
+ 9.06%
$35.88 - $52.99 $64.9K - $95.9K
21.8K $1.07M
ENB
Enbridge Inc

Energy
3.97K
+ 20.41%
$41.09 - $47.16 $163K - $187K
23.4K $1.06M
WELL
Welltower Inc.

Real Estate
1.23K
+ 5.61%
$136.49 - $155.22 $168K - $191K
23.1K $3.55M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
4.59K
+ 36.31%
$32.77 - $38.72 $150K - $178K
17.2K $666K
TDG
Trans Digm Group Inc

Industrials
9
+ 0.68%
$1231.75 - $1520.64 $11.1K - $13.7K
1.34K $2.04M
TPR
Tapestry, Inc.

Consumer Cyclical
265
+ 2.71%
$60.6 - $87.81 $16.1K - $23.3K
10K $880K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.13K
+ 3.8%
N/A
222K $5.27M
NGG
National Grid PLC

Utilities
1.72K
+ 23.31%
$62.74 - $74.79 $108K - $128K
9.08K $675K
CHWY
Chewy, Inc.

Consumer Cyclical
2.5K
+ 29.72%
$31.21 - $48.21 $77.9K - $120K
10.9K $464K
HEZU
Ishares Currency Hedged Msci E

ETFs
4K
+ 31.07%
$34.68 - $41.63 $139K - $167K
16.9K $692K
EUSB
Ishares Tr Esg Advanced Total

Technology
4.09K
+ 10.77%
$42.54 - $43.56 $174K - $178K
42.1K $1.83M
MLM
Martin Marietta Materials Inc

Basic Materials
58
+ 2.69%
$452.51 - $568.19 $26.2K - $33K
2.22K $1.22M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.53K
+ 5.96%
$19.5 - $30.4 $29.9K - $46.6K
27.3K $798K
AFRM
Affirm Holdings, Inc.

Technology
329
+ 4.89%
$35.75 - $69.14 $11.8K - $22.7K
7.06K $488K
HAL
Halliburton CO

Energy
17.8K
+ 49.21%
$19.26 - $25.7 $344K - $459K
54.1K $1.1M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
7.07K
+ 8.17%
$22.7 - $23.33 $160K - $165K
93.5K $2.18M
EBAY
Ebay Inc

Consumer Cyclical
1.33K
+ 10.86%
$59.52 - $79.36 $79.2K - $106K
13.6K $1.01M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
184
+ 0.81%
$75.29 - $91.16 $13.9K - $16.8K
23K $2.07M
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.36K
+ 20.82%
$72.02 - $73.82 $170K - $174K
13.7K $1.01M
HAS
Hasbro, Inc.

Consumer Cyclical
1.59K
+ 33.19%
$50.71 - $73.82 $80.4K - $117K
6.36K $469K
APO
Apollo Global Management, Inc.

Financial Services
1.04K
+ 18.58%
$108.68 - $145.07 $113K - $151K
6.66K $945K
IGV
Ishares Expanded Tech Software

ETFs
527
+ 9.16%
$80.15 - $109.5 $42.2K - $57.7K
6.28K $687K
RJF
Raymond James Financial Inc

Financial Services
130
+ 1.24%
$123.65 - $153.88 $16.1K - $20K
10.6K $1.63M
MRNA
Moderna, Inc.

Healthcare
6.3K
+ 77.37%
$23.65 - $28.54 $149K - $180K
14.4K $398K
BIIB
Biogen Inc.

Healthcare
1.64K
+ 48.67%
$113.38 - $135.49 $186K - $223K
5.02K $630K
ACM
Aecom

Industrials
334
+ 5.28%
$87.19 - $113.06 $29.1K - $37.8K
6.66K $751K
IBDV
Ishares Tr

Technology
6.38K
+ 9.08%
$21.28 - $21.98 $136K - $140K
76.6K $1.68M
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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