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
EQR
Equity Residential

Real Estate
164
+ 1.46%
$61.82 - $71.72 $10.1K - $11.8K
11.4K $766K
POST
Post Holdings, Inc.

Consumer Defensive
74
+ 1.22%
$107.47 - $118.46 $7.95K - $8.77K
6.12K $666K
AVB
Avalonbay Communities Inc

Real Estate
52
+ 1.17%
$187.23 - $215.61 $9.74K - $11.2K
4.48K $912K
AWK
American Water Works Company, Inc.

Utilities
123
+ 1.89%
$133.82 - $151.96 $16.5K - $18.7K
6.65K $924K
AZO
Autozone Inc

Consumer Cyclical
19
+ 1.69%
$3478.38 - $3880.15 $66.1K - $73.7K
1.14K $4.24M
FDX
Fedex Corp

Industrials
32
+ 0.44%
$198.07 - $245.17 $6.34K - $7.85K
7.38K $1.68M
CB
Chubb LTD

Financial Services
130
+ 0.88%
$274.32 - $302.46 $35.7K - $39.3K
14.9K $4.31M
DVN
Devon Energy Corp

Energy
1.38K
+ 4.12%
$26.8 - $37.92 $37K - $52.3K
34.9K $1.11M
LLY
Eli Lilly & CO

Healthcare
2.79K
+ 5.55%
$713.71 - $898.95 $1.99M - $2.51M
53.1K $41.4M
UPS
United Parcel Service Inc

Industrials
5.35K
+ 6.96%
$91.92 - $110.2 $492K - $590K
82.3K $8.3M
NEE
Nextera Energy Inc

Utilities
628
+ 0.45%
$64.11 - $75.0 $40.3K - $47.1K
142K $9.82M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.74K
+ 2.04%
$45.07 - $52.57 $78.5K - $91.6K
87.3K $4.26M
QCRH
Qcr Holdings Inc

Financial Services
12
+ 0.02%
$63.6 - $71.9 $763 - $863
62.4K $4.24M
APD
Air Products & Chemicals, Inc.

Basic Materials
38
+ 0.18%
$248.61 - $294.96 $9.45K - $11.2K
21.3K $6M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1.17K
+ 6.32%
$67.83 - $92.33 $79.2K - $108K
19.6K $1.43M
KMB
Kimberly Clark Corp

Consumer Defensive
146
+ 0.57%
$126.84 - $145.22 $18.5K - $21.2K
25.7K $3.31M
BDX
Becton Dickinson & CO

Healthcare
25
+ 0.27%
$165.15 - $226.42 $4.13K - $5.66K
9.46K $1.63M
COP
Conocophillips

Energy
2.92K
+ 5.07%
$82.66 - $106.1 $242K - $310K
60.6K $5.44M
PG
Procter & Gamble CO

Consumer Defensive
10.6K
+ 4.56%
$157.66 - $172.39 $1.67M - $1.82M
243K $38.6M
AMGN
Amgen Inc

Healthcare
501
+ 0.78%
$262.28 - $309.85 $131K - $155K
64.7K $18.1M
XOM
Exxon Mobil Corp

Energy
1.27K
+ 0.46%
$99.93 - $119.04 $127K - $151K
276K $29.8M
JNJ
Johnson & Johnson

Healthcare
1.66K
+ 0.55%
$146.36 - $159.82 $243K - $265K
301K $46M
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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