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
CHTR
Charter Communications, Inc.

Communication Services
8
+ 0.21%
$321.68 - $427.25 $2.57K - $3.42K
3.81K $1.56M
DFAS
Dimensional ETF Tr U S Small C

ETFs
294
+ 0.84%
$52.31 - $63.72 $15.4K - $18.7K
35.1K $2.24M
BSMV
Invesco ETF Self Indexed Fd Tr

ETFs
7.67K
+ 79.29%
$20.08 - $20.98 $154K - $161K
17.3K $357K
TECH
Bio Techne Corp

Healthcare
3.69K
+ 81.1%
$46.66 - $58.38 $172K - $215K
8.23K $423K
PNC
Pnc Financial Services Group, Inc.

Financial Services
106
+ 0.84%
$149.76 - $186.42 $15.9K - $19.8K
12.7K $2.37M
DLTR
Dollar Tree, Inc.

Consumer Defensive
199
+ 3.65%
$67.22 - $100.51 $13.4K - $20K
5.65K $559K
VPU
Vanguard Utilities ETF

ETFs
536
+ 5.43%
$158.36 - $178.82 $84.9K - $95.8K
10.4K $1.84M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.31K
+ 6.27%
$24.94 - $25.42 $132K - $135K
90K $2.29M
ET
Energy Transfer LP

Energy
8.58K
+ 46.51%
$15.65 - $18.93 $134K - $162K
27K $490K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
48
+ 0.17%
$40.79 - $50.93 $1.96K - $2.44K
27.8K $1.42M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
577
+ 8.3%
$86.93 - $109.64 $50.2K - $63.3K
7.53K $825K
VCR
Vanguard Consumer Discretionar

ETFs
300
+ 30.86%
$290.42 - $364.35 $87.1K - $109K
1.27K $460K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
88
+ 2.55%
$139.8 - $197.22 $12.3K - $17.4K
3.54K $698K
CTSH
Cognizant Technology Solutions Corp

Technology
1.32K
+ 5.17%
$66.47 - $81.81 $87.5K - $108K
26.8K $2.09M
WBD
Warner Bros. Discovery, Inc.

Communication Services
9.43K
+ 21.76%
$7.69 - $11.46 $72.5K - $108K
52.7K $604K
AOA
Ishares Tr Core Aggressive All

ETFs
499
+ 3.57%
$69.46 - $83.4 $34.7K - $41.6K
14.5K $1.21M
TXT
Textron Inc

Industrials
1.06K
+ 16.44%
$60.72 - $80.34 $64.2K - $84.9K
7.49K $601K
EQT
Eqt Corp

Energy
1.06K
+ 6.93%
$46.11 - $60.44 $49.1K - $64.3K
16.4K $957K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
5.44K
+ 7.45%
$20.23 - $21.04 $110K - $114K
78.4K $1.65M
CF
Cf Industries Holdings, Inc.

Basic Materials
798
+ 18.17%
$68.47 - $102.48 $54.6K - $81.8K
5.19K $477K
VMC
Vulcan Materials CO

Basic Materials
206
+ 7.23%
$226.49 - $276.01 $46.7K - $56.9K
3.06K $797K
FAST
Fastenal CO

Industrials
15.3K
+ 106.2%
$40.65 - $83.16 $624K - $1.28M
29.8K $1.25M
IR
Ingersoll Rand Inc.

Industrials
1.12K
+ 9.65%
$66.75 - $84.94 $74.6K - $94.9K
12.7K $1.06M
TMP
Tompkins Financial Corp

Financial Services
2.1K
+ 10.97%
$55.65 - $65.06 $117K - $137K
21.3K $1.34M
NICE
Nice Ltd.

Technology
637
+ 44.8%
$141.3 - $178.32 $90K - $114K
2.06K $347K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.67K
+ 1.95%
$25.04 - $25.18 $117K - $118K
244K $6.16M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
209
+ 31.33%
$299.15 - $396.54 $62.5K - $82.9K
876 $347K
SONY
Sony Group Corp

Technology
3.29K
+ 5.5%
$21.24 - $26.88 $70K - $88.5K
63.1K $1.64M
WMB
Williams Companies, Inc.

Energy
779
+ 3.33%
$54.33 - $62.87 $42.3K - $49K
24.2K $1.52M
HUM
Humana Inc

Healthcare
704
+ 26.51%
$224.93 - $295.04 $158K - $208K
3.36K $821K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.36K
+ 3.56%
$46.41 - $47.7 $109K - $112K
68.6K $3.26M
KMI
Kinder Morgan, Inc.

Energy
697
+ 0.64%
$25.21 - $29.4 $17.6K - $20.5K
109K $3.2M
FANG
Diamondback Energy, Inc.

Energy
1.91K
+ 28.57%
$119.25 - $161.49 $228K - $309K
8.61K $1.18M
ESLT
Elbit Systems LTD

Industrials
159
+ 28.86%
$364.73 - $454.9 $58K - $72.3K
710 $319K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
404
+ 3.64%
$58.52 - $71.7 $23.6K - $29K
11.5K $790K
WST
West Pharmaceutical Services Inc

Healthcare
555
+ 18.83%
$190.39 - $227.7 $106K - $126K
3.5K $766K
AOR
Ishares Tr Core Growth Allocat

ETFs
495
+ 2.61%
$53.36 - $61.57 $26.4K - $30.5K
19.5K $1.2M
EA
Electronic Arts Inc.

Communication Services
265
+ 6.63%
$132.53 - $159.7 $35.1K - $42.3K
4.26K $680K
DD
Du Pont De Nemours, Inc.

Basic Materials
2.66K
+ 20.36%
$55.13 - $75.25 $146K - $200K
15.7K $1.08M
ED
Consolidated Edison Inc

Utilities
2.15K
+ 19.19%
$98.05 - $113.3 $211K - $243K
13.3K $1.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.94K
+ 6.82%
$51.14 - $57.0 $99K - $110K
30.3K $1.72M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
43
+ 2.81%
$224.32 - $326.09 $9.65K - $14K
1.58K $513K
VEEV
Veeva Systems Inc

Healthcare
102
+ 8.11%
$209.39 - $289.94 $21.4K - $29.6K
1.36K $391K
TTWO
Take Two Interactive Software Inc

Communication Services
53
+ 2.22%
$194.58 - $243.05 $10.3K - $12.9K
2.44K $592K
SWKS
Skyworks Solutions, Inc.

Technology
599
+ 11.76%
$49.2 - $74.95 $29.5K - $44.9K
5.69K $424K
INVH
Invitation Homes Inc.

Real Estate
3.7K
+ 26.15%
$30.53 - $35.47 $113K - $131K
17.8K $584K
KO
Coca Cola CO

Consumer Defensive
3.11K
+ 2.1%
$68.37 - $73.9 $213K - $230K
151K $10.7M
VONG
Vanguard Russell 1000 Growth E

ETFs
327
+ 9.92%
$82.51 - $109.2 $27K - $35.7K
3.63K $395K
ZION
Zions Bancorporation, National Association

Financial Services
1.33K
+ 14.43%
$41.39 - $51.94 $55.1K - $69.1K
10.6K $548K
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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