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
SE
Sea LTD

Consumer Cyclical
130
+ 5.8%
$105.57 - $170.4 $13.7K - $22.2K
2.37K $379K
ES
Eversource Energy

Utilities
1.03K
+ 7.4%
$54.25 - $65.89 $56.1K - $68.1K
15K $955K
SOFI
So Fi Technologies, Inc.

Financial Services
945
+ 9.41%
$9.5 - $18.21 $8.98K - $17.2K
11K $200K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
21
+ 0.16%
$65.84 - $80.81 $1.38K - $1.7K
13K $1.04M
VRSN
Verisign Inc

Technology
7
+ 0.3%
$234.49 - $288.8 $1.64K - $2.02K
2.33K $672K
CI
Cigna Corp

Healthcare
185
+ 1.35%
$301.89 - $340.04 $55.8K - $62.9K
13.9K $4.6M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
2.65K
+ 4.97%
$24.31 - $25.29 $64.5K - $67.1K
56K $1.42M
F
Ford Motor CO

Consumer Cyclical
478
+ 0.5%
$8.69 - $10.85 $4.15K - $5.19K
96.1K $1.04M
LDOS
Leidos Holdings, Inc.

Technology
65
+ 2.07%
$132.9 - $160.3 $8.64K - $10.4K
3.21K $505K
ASX
Ase Technology Holding Co., Ltd.

Technology
6.23K
+ 55.85%
$7.42 - $10.65 $46.2K - $66.4K
17.4K $179K
ZBRA
Zebra Technologies Corp

Technology
196
+ 25.49%
$213.54 - $309.26 $41.9K - $60.6K
965 $297K
HII
Huntington Ingalls Industries, Inc.

Industrials
95
+ 6.42%
$183.31 - $241.46 $17.4K - $22.9K
1.57K $380K
INCY
Incyte Corp

Healthcare
547
+ 9.85%
$55.17 - $71.22 $30.2K - $39K
6.1K $415K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.93K
+ 311.74%
$50.53 - $212.53 $199K - $835K
5.19K $287K
AEP
American Electric Power CO Inc

Utilities
1.78K
+ 9.26%
$98.59 - $109.11 $175K - $194K
20.9K $2.17M
EVRG
Evergy, Inc.

Utilities
1.12K
+ 13.8%
$64.06 - $69.64 $71.9K - $78.2K
9.26K $638K
GLW
Corning Inc

Technology
494
+ 6.59%
$39.07 - $52.59 $19.3K - $26K
7.99K $420K
IWN
Ishares Russell2000 Val ETF

ETFs
130
+ 1.57%
$131.84 - $157.76 $17.1K - $20.5K
8.41K $1.33M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
679
+ 15.78%
$55.54 - $69.09 $37.7K - $46.9K
4.98K $344K
DRI
Darden Restaurants Inc

Consumer Cyclical
143
+ 3.26%
$186.58 - $225.78 $26.7K - $32.3K
4.53K $987K
VRSK
Verisk Analytics, Inc.

Industrials
104
+ 3.54%
$277.03 - $321.33 $28.8K - $33.4K
3.04K $947K
CFG
Citizens Financial Group Inc

Financial Services
2
+ 0.01%
$34.27 - $44.75 $68.5 - $89.5
19.4K $866K
PUK
Prudential PLC

Financial Services
697
+ 4.41%
$18.03 - $25.49 $12.6K - $17.8K
16.5K $412K
PKI
Perkinelmer Inc

Healthcare
588
+ 18.33%
N/A
3.8K $459K
DFEB
Ft Tr ETF Viii Ft Cboe Vest Us

ETFs
1.2K
+ 18.46%
$39.94 - $44.64 $47.9K - $53.6K
7.7K $343K
GVI
Ishares Tr

ETFs
104
+ 0.14%
$104.82 - $106.79 $10.9K - $11.1K
74.7K $7.98M
EXPE
Expedia Group, Inc.

Consumer Cyclical
385
+ 14.96%
$136.63 - $176.62 $52.6K - $68K
2.96K $499K
ITT
Itt Inc.

Industrials
37
+ 1.68%
$112.67 - $157.95 $4.17K - $5.84K
2.24K $350K
KGC
Kinross Gold Corp

Basic Materials
301
+ 1.55%
$11.79 - $15.85 $3.55K - $4.77K
19.7K $308K
TGT
Target Corp

Consumer Defensive
1.7K
+ 9.33%
$88.76 - $105.77 $151K - $180K
20K $1.97M
SLV
I Shares Silver Trust

ETFs
1.3K
+ 11.7%
$27.08 - $33.74 $35.2K - $43.9K
12.4K $407K
MET
Metlife Inc

Financial Services
711
+ 2.73%
$68.42 - $82.49 $48.6K - $58.7K
26.8K $2.15M
LYG
Lloyds Banking Group PLC

Financial Services
2.15K
+ 1.77%
$3.32 - $4.29 $7.15K - $9.24K
124K $524K
LYV
Live Nation Entertainment, Inc.

Communication Services
66
+ 2.7%
$118.81 - $151.28 $7.84K - $9.98K
2.51K $379K
RDY
Dr Reddys Laboratories LTD

Healthcare
2.03K
+ 13.31%
$12.36 - $16.17 $25K - $32.7K
17.2K $259K
TD
Toronto Dominion Bank

Financial Services
40
+ 0.96%
$55.71 - $73.45 $2.23K - $2.94K
4.22K $309K
RL
Ralph Lauren Corp

Consumer Cyclical
34
+ 3.71%
$182.34 - $286.22 $6.2K - $9.73K
950 $260K
ABC
Amerisourcebergen Corp

Healthcare
303
+ 4.75%
N/A
6.68K $1.24M
VAW
Vanguard Materials ETF

ETFs
155
+ 3.77%
$163.82 - $196.64 $25.4K - $30.5K
4.27K $831K
MGM
Mgm Resorts International

Consumer Cyclical
473
+ 5.81%
$25.79 - $34.95 $12.2K - $16.5K
8.61K $296K
HMC
Honda Motor CO LTD

Consumer Cyclical
816
+ 4.85%
$25.0 - $30.93 $20.4K - $25.2K
17.7K $509K
DHR
Danaher Corp

Healthcare
4.19K
+ 4.03%
$174.64 - $205.16 $732K - $859K
108K $21.4M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
2.4K
+ 13.18%
$20.16 - $20.49 $48.4K - $49.2K
20.6K $422K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.66K
+ 1.12%
$63.54 - $68.5 $106K - $114K
150K $10.1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
265
+ 11.15%
$90.5 - $114.3 $24K - $30.3K
2.64K $301K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.4K
+ 12.67%
$19.49 - $19.66 $46.8K - $47.2K
21.3K $419K
UDR
Udr, Inc.

Real Estate
1.97K
+ 26.75%
$38.09 - $45.36 $75.1K - $89.4K
9.34K $381K
WRB
Berkley W R Corp

Financial Services
445
+ 6.68%
$64.28 - $75.17 $28.6K - $33.5K
7.11K $522K
VONV
Vanguard Russell 1000 Value Et

ETFs
132
+ 0.98%
$73.19 - $85.21 $9.66K - $11.2K
13.6K $1.16M
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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