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
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
244
+ 7.47%
$96.02 - $124.33 $23.4K - $30.3K
3.51K $404K
TRV
Travelers Companies, Inc.

Financial Services
56
+ 0.62%
$233.83 - $276.34 $13.1K - $15.5K
9.16K $2.45M
TEF
Telefonica S A

Communication Services
4.49K
+ 13.52%
$4.37 - $5.39 $19.6K - $24.2K
37.7K $197K
L
Loews Corp

Financial Services
474
+ 9.27%
$80.89 - $92.09 $38.3K - $43.7K
5.59K $512K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.34K
+ 1.29%
$23.96 - $24.27 $32K - $32.4K
105K $2.55M
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.02%
$93.5 - $113.21 $93.5 - $113
6.38K $722K
VOE
Vanguard Mid Cap Value Index F

ETFs
155
+ 3.84%
$141.87 - $164.49 $22K - $25.5K
4.19K $688K
SHEL
Shell PLC

Energy
1.7K
+ 6.24%
$59.75 - $73.05 $102K - $124K
29K $2.04M
VOD
Vodafone Group Public LTD CO

Communication Services
1.43K
+ 7.28%
$8.19 - $10.66 $11.7K - $15.2K
21.1K $224K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.16K
+ 9.66%
$421.16 - $509.5 $487K - $589K
13.1K $5.84M
ARCC
Ares Capital Corp

Financial Services
1.99K
+ 8.95%
$18.91 - $22.43 $37.6K - $44.6K
24.2K $531K
NWSA
News Corp

Communication Services
104
+ 0.73%
$23.97 - $29.72 $2.49K - $3.09K
14.3K $424K
PRU
Prudential Financial Inc

Financial Services
988
+ 6.2%
$95.12 - $112.71 $94K - $111K
16.9K $1.82M
VFH
Vanguard Financial ETF

ETFs
1
+ 0.02%
$104.87 - $127.3 $105 - $127
4.73K $601K
MT
Arcelor Mittal

Basic Materials
137
+ 1.18%
$23.47 - $31.65 $3.22K - $4.34K
11.7K $370K
JLL
Jones Lang Lasalle Inc

Real Estate
114
+ 13.33%
$204.57 - $256.96 $23.3K - $29.3K
969 $247K
ATO
Atmos Energy Corp

Utilities
224
+ 9.02%
$145.06 - $162.66 $32.5K - $36.4K
2.71K $417K
BR
Broadridge Financial Solutions, Inc.

Technology
130
+ 4.88%
$217.22 - $246.25 $28.2K - $32K
2.8K $679K
PEG
Public Service Enterprise Group Inc

Utilities
91
+ 0.69%
$77.13 - $84.18 $7.02K - $7.66K
13.3K $1.12M
CRBN
Ishares Tr Msci Acwi Low Carbo

ETFs
5
+ 0.34%
$170.2 - $211.82 $851 - $1.06K
1.49K $314K
GAIN
Gladstone Investment Corporation\De

Financial Services
1.5K
+ 12.5%
$11.77 - $15.26 $17.7K - $22.9K
13.5K $192K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
2.81K
+ 20.22%
$5.0 - $7.65 $14.1K - $21.5K
16.7K $115K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.4K
+ 8.95%
$32.56 - $35.71 $45.7K - $50.1K
17.1K $564K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
72
+ 5.29%
$144.63 - $179.53 $10.4K - $12.9K
1.43K $235K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
332
+ 2.3%
$15.5 - $20.28 $5.15K - $6.73K
14.8K $299K
VTRS
Viatris Inc

Healthcare
2.27K
+ 9.26%
$7.26 - $9.12 $16.5K - $20.7K
26.7K $238K
ADSK
Autodesk, Inc.

Technology
103
+ 1.59%
N/A
6.58K $1.62M
HLN
Haleon PLC

Healthcare
2.01K
+ 5.38%
$9.27 - $11.41 $18.6K - $22.9K
39.3K $407K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
67
+ 2.89%
$78.85 - $101.3 $5.28K - $6.79K
2.38K $235K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.3%
$317.1 - $408.5 $634 - $817
674 $251K
BBD
Bank Bradesco

Financial Services
1.63K
+ 9.91%
$2.02 - $3.09 $3.29K - $5.04K
18.1K $55K
CBOE
Cboe Global Markets, Inc.

Financial Services
37
+ 2.74%
$205.81 - $234.23 $7.61K - $8.67K
1.39K $323K
INFY
Infosys LTD

Technology
755
+ 6.43%
$16.14 - $18.75 $12.2K - $14.2K
12.5K $231K
WSM
Williams Sonoma Inc

Consumer Cyclical
60
+ 4.19%
$137.62 - $174.44 $8.26K - $10.5K
1.49K $243K
UMC
United Microelectronics Corp

Technology
907
+ 5.52%
$6.12 - $8.32 $5.55K - $7.55K
17.3K $132K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
66
+ 0.06%
$24.88 - $25.41 $1.64K - $1.68K
107K $2.72M
GDDY
Go Daddy Inc.

Technology
83
+ 6.03%
$162.11 - $192.36 $13.5K - $16K
1.46K $262K
FE
Firstenergy Corp

Utilities
406
+ 3.44%
$38.31 - $43.17 $15.6K - $17.5K
12.2K $491K
LCID
Lucid Group, Inc.

Consumer Cyclical
8.98K
+ 58.69%
$2.1 - $2.96 $18.9K - $26.6K
24.3K $51K
RE
Everest Re Group LTD

Financial Services
35
+ 4.33%
N/A
843 $312K
PSA
Public Storage

Real Estate
139
+ 3.03%
$266.31 - $309.77 $37K - $43.1K
4.72K $1.38M
SQ
Block, Inc.

Technology
200
+ 2.29%
N/A
8.92K $510K
E
Eni Spa

Energy
55
+ 0.8%
$25.19 - $32.93 $1.39K - $1.81K
6.9K $223K
GGG
Graco Inc

Industrials
70
+ 2.69%
$74.02 - $87.26 $5.18K - $6.11K
2.67K $229K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
138
+ 1.85%
$72.12 - $76.23 $9.95K - $10.5K
7.59K $576K
NOK
Nokia Corp

Technology
2.74K
+ 7.03%
$4.65 - $5.43 $12.7K - $14.9K
41.7K $216K
NI
Nisource Inc.

Utilities
197
+ 2.32%
$37.11 - $40.64 $7.31K - $8.01K
8.69K $350K
IBMO
Ishares Tr Ibonds December 202

ETFs
83
+ 0.08%
$25.32 - $25.63 $2.1K - $2.13K
108K $2.77M
ESS
Essex Property Trust, Inc.

Real Estate
18
+ 1.88%
N/A
976 $266K
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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