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
NRG
Nrg Energy, Inc.

Utilities
-448
- 11.22%
$83.61 - $162.67 $37.5K - $72.9K
3.55K $569K
AMP
Ameriprise Financial Inc

Financial Services
-36
- 0.85%
$422.19 - $533.73 $15.2K - $19.2K
4.19K $2.24M
VOT
Vanguard Mid Cap Growth Index

ETFs
-759
- 7.25%
$216.28 - $284.39 $164K - $216K
9.71K $2.76M
IPAC
Ishares Tr Ishares Core Msci P

ETFs
-5.48K
- 6.14%
$55.73 - $68.72 $305K - $377K
83.7K $5.75M
SYF
Synchrony Financial

Financial Services
-437
- 2.63%
$43.81 - $66.74 $19.1K - $29.2K
16.2K $1.08M
MORN
Morningstar, Inc.

Financial Services
-488
- 1.92%
$255.31 - $313.93 $125K - $153K
24.9K $7.82M
DXCM
Dexcom Inc

Healthcare
-2.16K
- 9.87%
$59.83 - $87.57 $129K - $189K
19.7K $1.72M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.83K
- 3.18%
$74.88 - $91.97 $137K - $168K
55.7K $5.12M
LHX
L3 Harris Technologies, Inc.

Industrials
-278
- 3.86%
$200.21 - $256.99 $55.7K - $71.4K
6.92K $1.74M
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.82K
- 1.87%
$166.82 - $194.23 $303K - $353K
95.4K $18.5M
SOXX
Ishares Semiconductor ETF

ETFs
-2.94K
- 15.6%
$154.86 - $239.07 $455K - $702K
15.9K $3.79M
IDEV
Ishares Core Msci Intl Develop

ETFs
-539
- 1.32%
$61.79 - $76.67 $33.3K - $41.3K
40.3K $3.07M
STE
Steris PLC

Healthcare
-1.27K
- 3.09%
$208.55 - $252.55 $266K - $322K
40K $9.6M
PODD
Insulet Corp

Healthcare
-125
- 2.16%
$238.57 - $327.47 $29.8K - $40.9K
5.65K $1.78M
JBL
Jabil Inc

Technology
-39
- 1.2%
$116.88 - $218.1 $4.56K - $8.51K
3.22K $702K
CME
Cme Group Inc.

Financial Services
-1.39K
- 2.22%
$252.37 - $290.71 $351K - $404K
61.3K $16.9M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-569
- 0.7%
$71.28 - $83.74 $40.6K - $47.6K
80.6K $6.75M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.93K
- 5.19%
$91.62 - $116.16 $177K - $224K
35.3K $4.1M
CARR
Carrier Global Corp

Industrials
-617
- 1.68%
$55.55 - $75.83 $34.3K - $46.8K
36K $2.64M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-2.26K
- 3.05%
$53.69 - $67.27 $122K - $152K
72K $4.84M
CSX
Csx Corp

Industrials
-4.49K
- 2.91%
$26.69 - $32.91 $120K - $148K
150K $4.89M
NET
Cloudflare, Inc.

Technology
-87
- 1.87%
$97.08 - $195.83 $8.45K - $17K
4.57K $895K
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.65K
- 3.02%
$53.65 - $67.02 $142K - $177K
85.1K $5.7M
C
Citigroup Inc

Financial Services
-1.55K
- 4.14%
$58.13 - $85.12 $90.2K - $132K
35.9K $3.05M
MELI
Mercadolibre Inc

Consumer Cyclical
-2
- 0.3%
$1794.73 - $2613.63 $3.59K - $5.23K
669 $1.75M
DLR
Digital Realty Trust, Inc.

Real Estate
-2.2K
- 7.52%
$136.11 - $177.69 $299K - $390K
27K $4.71M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
-53
- 0.38%
$201.28 - $266.34 $10.7K - $14.1K
13.9K $3.71M
RY
Royal Bank Of Canada

Financial Services
-1.44K
- 3.72%
$108.36 - $131.55 $156K - $190K
37.3K $4.91M
IYF
Ishares Tr

ETFs
-795
- 0.96%
$99.23 - $120.99 $78.9K - $96.2K
82.1K $9.93M
CTAS
Cintas Corp

Industrials
-1.72K
- 3.09%
$190.11 - $227.66 $327K - $391K
54K $12M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.97K
- 3.3%
$39.89 - $49.46 $318K - $394K
233K $11.5M
JCI
Johnson Controls International PLC

Industrials
-263
- 1.03%
$71.14 - $105.62 $18.7K - $27.8K
25.3K $2.67M
WFC
Wells Fargo & Company

Financial Services
-12.4K
- 6.24%
$60.98 - $80.12 $753K - $990K
186K $14.9M
NVS
Novartis Ag

Healthcare
-426
- 0.55%
$101.96 - $121.01 $43.4K - $51.6K
76.5K $9.25M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-4.21K
- 2.85%
$108.87 - $133.04 $459K - $561K
144K $19.1M
SYK
Stryker Corp

Healthcare
-753
- 1.68%
$337.37 - $395.63 $254K - $298K
44K $17.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-18K
- 3.53%
$51.16 - $62.02 $923K - $1.12M
494K $30.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-6.89K
- 3.41%
$53.75 - $67.21 $371K - $463K
195K $12.9M
ADI
Analog Devices Inc

Technology
-2.27K
- 6.1%
$164.6 - $238.02 $374K - $541K
35K $8.34M
SPGI
S&P Global Inc.

Financial Services
-1.88K
- 1.98%
$438.31 - $527.29 $823K - $990K
93.1K $49.1M
IXUS
Ishares Tr

ETFs
-1.42K
- 1.11%
$62.37 - $77.63 $88.6K - $110K
126K $9.74M
CRAI
Cra International, Inc.

Industrials
-1.85K
- 2.19%
$160.48 - $195.43 $297K - $362K
82.5K $15.5M
MS
Morgan Stanley

Financial Services
-222
- 0.53%
$99.83 - $140.86 $22.2K - $31.3K
41.5K $5.85M
KLAC
Kla Corp

Technology
-118
- 2.33%
$576.53 - $902.94 $68K - $107K
4.94K $4.43M
IWM
Ishares Russell 2000 ETF

ETFs
-71
- 0.11%
$174.82 - $215.79 $12.4K - $15.3K
62.1K $13.4M
BAC
Bank Of America Corp

Financial Services
-4.32K
- 1.97%
$34.39 - $47.46 $149K - $205K
215K $10.2M
WMT
Walmart Inc.

Consumer Defensive
-33.5K
- 7.78%
$81.79 - $99.98 $2.74M - $3.35M
397K $38.9M
XLC
Select Sector Spdr Tr Communic

ETFs
-1.35K
- 1.33%
$86.13 - $108.53 $116K - $147K
100K $10.9M
MU
Micron Technology Inc

Technology
-327
- 1.05%
$64.72 - $127.91 $21.2K - $41.8K
30.9K $3.81M
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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