United Capital Financial Advisers, LLC New Holdings in Q2 2025

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CIG
Energy CO Of Minas Gerais

Utilities
2.25M
New
$1.62 - $1.96 $3.64M - $4.4M
2.25M $4.4M
LQDH
Ishares U S ETF Tr Int Rate He

ETFs
25.7K
New
$88.49 - $92.4 $2.27M - $2.37M
25.7K $2.37M
ONB
Old National Bancorp

Financial Services
76.4K
New
$17.95 - $22.57 $1.37M - $1.72M
76.4K $1.63M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
23.5K
New
$49.73 - $51.44 $1.17M - $1.21M
23.5K $1.21M
INDA
Ishares Msci India Index Fund

ETFs
14.4K
New
$49.13 - $55.86 $710K - $807K
14.4K $804K
HYD
Vaneck High Yield Muni ETF

ETFs
14.2K
New
$49.08 - $51.35 $697K - $729K
14.2K $712K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
16.8K
New
$37.32 - $42.19 $627K - $708K
16.8K $708K
HOOD
Robinhood Markets, Inc.

Technology
6.93K
New
$34.17 - $93.63 $237K - $648K
6.93K $648K
GBIL
Goldman Sachs Access Treasury

ETFs
6.19K
New
$99.83 - $100.19 $618K - $620K
6.19K $619K
AIQ
Global X Funds Global X Artifi

ETFs
11.9K
New
$31.5 - $43.69 $374K - $518K
11.9K $518K
CRTO
Criteo S.A.

Communication Services
20.9K
New
$23.48 - $35.65 $491K - $746K
20.9K $501K
DJAN
First Exc Trd Viii Cboe Vest U

ETFs
11.7K
New
$36.05 - $40.34 $421K - $471K
11.7K $470K
ALK
Alaska Air Group, Inc.

Industrials
8.35K
New
$41.01 - $54.88 $342K - $458K
8.35K $413K
ILMN
Illumina, Inc.

Healthcare
4.12K
New
$70.3 - $95.41 $290K - $393K
4.12K $393K
CPNG
Coupang, Inc.

Consumer Cyclical
13K
New
$19.76 - $30.81 $257K - $401K
13K $389K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
5.07K
New
$52.84 - $65.52 $268K - $332K
5.07K $332K
ALB
Albemarle Corp

Basic Materials
5.31K
New
$50.76 - $72.25 $269K - $383K
5.31K $332K
CCJ
Cameco Corp

Energy
4.3K
New
$36.68 - $74.46 $158K - $320K
4.3K $319K
PSTG
Pure Storage, Inc.

Technology
5.29K
New
$37.18 - $57.58 $197K - $305K
5.29K $304K
CAG
Conagra Brands Inc.

Consumer Defensive
14.7K
New
$20.4 - $26.78 $300K - $393K
14.7K $300K
MPLX
Mplx LP

Energy
5.75K
New
$46.68 - $53.89 $268K - $310K
5.75K $296K
FIX
Comfort Systems Usa Inc

Industrials
529
New
$296.51 - $536.21 $157K - $284K
529 $283K
STM
St Microelectronics N.V.

Technology
9.27K
New
$17.78 - $30.41 $165K - $282K
9.27K $281K
VXF
Vanguard Extended Market ETF

ETFs
1.44K
New
$150.43 - $192.71 $216K - $277K
1.44K $277K
HTGC
Hercules Capital, Inc.

Financial Services
14.7K
New
$16.24 - $19.1 $238K - $280K
14.7K $268K
ROKU
Roku, Inc

Communication Services
2.95K
New
$55.1 - $87.89 $162K - $259K
2.95K $259K
GWRE
Guidewire Software, Inc.

Technology
1.1K
New
$172.73 - $257.37 $189K - $282K
1.1K $258K
CW
Curtiss Wright Corp

Industrials
513
New
$283.18 - $488.55 $145K - $251K
513 $250K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
8.31K
New
$22.56 - $29.85 $187K - $248K
8.31K $237K
ADC
Agree Realty Corp

Real Estate
3.19K
New
$70.68 - $79.12 $226K - $253K
3.19K $233K
HRL
Hormel Foods Corp

Consumer Defensive
7.57K
New
$29.11 - $31.44 $220K - $238K
7.57K $229K
FMC
Fmc Corp

Basic Materials
5.46K
New
$33.98 - $44.06 $186K - $241K
5.46K $228K
U
Unity Software Inc.

Technology
9.33K
New
$16.75 - $26.24 $156K - $245K
9.33K $225K
AEM
Agnico Eagle Mines LTD

Basic Materials
1.9K
New
$99.48 - $124.46 $189K - $236K
1.9K $225K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
48K
New
$4.69 - $9.84 $225K - $472K
48K $225K
JHX
James Hardie Industries PLC

Basic Materials
8.22K
New
$20.27 - $27.59 $167K - $227K
8.22K $221K
DTM
Dt Midstream, Inc.

Energy
2.01K
New
$87.23 - $109.91 $176K - $221K
2.01K $221K
EHC
Encompass Health Corp

Healthcare
1.76K
New
$96.12 - $122.63 $169K - $215K
1.76K $215K
AZEK
Azek CO Inc.

Industrials
3.93K
New
$43.39 - $54.86 $170K - $215K
3.93K $213K
EXEL
Exelixis, Inc.

Healthcare
4.83K
New
$34.13 - $46.26 $165K - $223K
4.83K $212K
TOST
Toast, Inc.

Technology
4.78K
New
$30.03 - $45.23 $143K - $216K
4.78K $211K
AER
Aer Cap Holdings N.V.

Industrials
1.81K
New
$88.97 - $117.24 $161K - $212K
1.81K $211K
FQAL
Fidelity Covington Tr Quality

ETFs
3.04K
New
$57.29 - $69.63 $174K - $211K
3.04K $211K
THC
Tenet Healthcare Corp

Healthcare
1.2K
New
$110.41 - $176.0 $132K - $211K
1.2K $210K
PFGC
Performance Food Group CO

Consumer Defensive
2.41K
New
$71.62 - $89.56 $173K - $216K
2.41K $210K
SMR
Nuscale Power Corp

Industrials
5.23K
New
$12.6 - $43.24 $65.9K - $226K
5.23K $206K
USFD
Us Foods Holding Corp.

Consumer Defensive
2.67K
New
$60.47 - $79.12 $161K - $211K
2.67K $205K
RYAAY
Ryanair Holdings PLC

Industrials
3.54K
New
$39.21 - $57.84 $139K - $205K
3.54K $204K
TCBI
Texas Capital Bancshares Inc

Financial Services
2.58K
New
$61.24 - $79.4 $158K - $205K
2.58K $204K
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
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email