United Capital Financial Advisers, LLC Reduced Holdings in Q2 2025

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-525K
- 10.68%
$77.74 - $78.78 $40.8M - $41.4M
4.39M $346M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-581K
- 98.92%
$50.08 - $63.14 $29.1M - $36.7M
6.34K $400K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-612K
- 12.31%
$45.12 - $46.23 $27.6M - $28.3M
4.36M $202M
UNH
Unitedhealth Group Inc

Healthcare
-40.1K
- 57.53%
$274.35 - $599.47 $11M - $24M
29.6K $9.23M
AAPL
Apple Inc.

Technology
-1.04K
- 0.07%
$172.42 - $223.89 $179K - $232K
1.47M $301M
IVV
Ishares Core S&P 500 ETF

ETFs
-129K
- 13.06%
$498.8 - $620.9 $64.2M - $79.9M
856K $532M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12.5K
- 5.37%
$483.48 - $539.8 $6.06M - $6.77M
221K $107M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-367K
- 15.09%
$47.02 - $47.83 $17.2M - $17.5M
2.06M $98.7M
HEFA
Ishares Currency Hedged Msci E

ETFs
-566K
- 12.58%
$32.11 - $38.21 $18.2M - $21.6M
3.94M $149M
JNK
Spdr Bloomberg High Yield Bond

ETFs
-156K
- 14.27%
$91.23 - $97.27 $14.2M - $15.2M
939K $91.3M
CVX
Chevron Corp

Energy
-9K
- 3.63%
$133.73 - $168.51 $1.2M - $1.52M
239K $34.2M
MUB
Ishares National Muni Bond ETF

ETFs
-61.4K
- 9.9%
$102.31 - $105.8 $6.28M - $6.5M
559K $58.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-293K
- 3.61%
$22.54 - $23.17 $6.61M - $6.8M
7.83M $180M
IAU
Ishares Gold Trust

ETFs
-120K
- 29.8%
$56.1 - $64.74 $6.74M - $7.78M
283K $17.7M
PEP
Pepsico Inc

Consumer Defensive
-8.28K
- 2.96%
$128.02 - $151.37 $1.06M - $1.25M
272K $35.9M
ABBV
Abb Vie Inc.

Healthcare
-2.24K
- 1.13%
$170.16 - $206.27 $382K - $463K
196K $36.4M
ACN
Accenture PLC

Technology
-8.77K
- 5.0%
$279.23 - $323.21 $2.45M - $2.83M
167K $49.8M
IGLB
Ishares 10+ Year Investment Gr

ETFs
-86.8K
- 82.49%
$47.55 - $50.44 $4.13M - $4.38M
18.4K $924K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-147K
- 11.44%
$24.14 - $25.43 $3.56M - $3.75M
1.14M $28.3M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-121K
- 4.69%
$38.18 - $45.52 $4.64M - $5.53M
2.47M $108M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-43.9K
- 5.82%
$96.84 - $99.46 $4.25M - $4.37M
711K $70.5M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-151K
- 64.05%
$25.27 - $27.14 $3.81M - $4.09M
84.5K $2.29M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-29.2K
- 15.72%
$121.58 - $136.74 $3.55M - $3.99M
156K $21.2M
SBUX
Starbucks Corp

Consumer Cyclical
-2.69K
- 0.48%
$79.69 - $99.41 $214K - $267K
557K $51.1M
MBB
Ishares Tr

ETFs
-42K
- 3.19%
$91.41 - $94.22 $3.84M - $3.96M
1.28M $120M
ADBE
Adobe Inc.

Technology
-10.1K
- 10.45%
$340.0 - $420.68 $3.42M - $4.24M
86.3K $33.4M
TMUS
T Mobile Us, Inc.

Communication Services
-837
- 0.71%
$220.99 - $268.54 $185K - $225K
116K $27.7M
CPRT
Copart Inc

Consumer Cyclical
-2.7K
- 0.61%
$47.72 - $63.84 $129K - $172K
437K $21.4M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.98K
- 7.07%
$390.26 - $489.06 $773K - $969K
26K $10.6M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-71.6K
- 59.22%
$44.64 - $47.48 $3.2M - $3.4M
49.3K $2.34M
CMF
Ishares California Muni Bond E

ETFs
-57.7K
- 56.95%
$54.52 - $56.7 $3.14M - $3.27M
43.6K $2.43M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-61.7K
- 24.16%
$50.1 - $51.02 $3.09M - $3.15M
194K $9.88M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-28.9K
- 77.44%
$105.23 - $109.61 $3.04M - $3.17M
8.41K $922K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-85.4K
- 4.16%
$51.1 - $53.29 $4.37M - $4.55M
1.97M $105M
BMY
Bristol Myers Squibb CO

Healthcare
-4.97K
- 2.67%
$44.12 - $59.6 $219K - $296K
182K $8.4M
NKE
Nike, Inc.

Consumer Cyclical
-66.6K
- 28.08%
$53.27 - $72.04 $3.55M - $4.8M
171K $12.1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
-34.8K
- 45.84%
$78.98 - $90.1 $2.75M - $3.13M
41.1K $3.7M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.73K
- 1.75%
$210.83 - $235.28 $575K - $641K
153K $34M
VBR
Vanguard Small Cap Value ETF

ETFs
-29.9K
- 7.43%
$162.76 - $195.77 $4.87M - $5.86M
373K $72.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-151K
- 8.03%
$23.55 - $27.67 $3.56M - $4.19M
1.73M $48M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-58.8K
- 19.79%
$35.3 - $37.51 $2.07M - $2.2M
238K $8.93M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-86.2K
- 11.87%
$22.68 - $23.28 $1.96M - $2.01M
640K $14.9M
ROP
Roper Technologies Inc

Industrials
-1.66K
- 3.89%
$519.19 - $590.78 $859K - $978K
40.9K $23.2M
NVO
Novo Nordisk A S

Healthcare
-23.7K
- 4.11%
$58.08 - $81.05 $1.38M - $1.92M
553K $38.1M
MRK
Merck & Co., Inc.

Healthcare
-5.18K
- 3.96%
$73.47 - $87.12 $380K - $451K
126K $9.95M
ALC
Alcon Inc

Healthcare
-12.1K
- 12.69%
$82.88 - $98.3 $1M - $1.19M
83K $7.32M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-66.4K
- 5.6%
$90.56 - $109.49 $6.01M - $7.27M
1.12M $122M
PLD
Prologis, Inc.

Real Estate
-11.6K
- 20.39%
$89.76 - $112.34 $1.04M - $1.31M
45.4K $4.77M
MAR
Marriott International Inc

Consumer Cyclical
-7.76K
- 49.9%
$211.12 - $274.14 $1.64M - $2.13M
7.79K $2.13M
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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