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
SPOT
Spotify Technology S.A.

Communication Services
-308
- 5.0%
$503.3 - $775.9 $155K - $239K
5.85K $4.49M
VTI
Vanguard Total Stock Market Et

ETFs
-8.58K
- 6.7%
$243.75 - $303.93 $2.09M - $2.61M
120K $36.3M
GD
General Dynamics Corp

Industrials
-1.05K
- 1.33%
$247.68 - $291.66 $260K - $306K
78.2K $22.8M
DE
Deere & CO

Industrials
-1.89K
- 3.39%
$412.99 - $531.48 $780K - $1M
53.8K $27.4M
IWV
Ishares Russell 3000 ETF

ETFs
-755
- 1.69%
$281.67 - $351.0 $213K - $265K
43.8K $15.4M
NSSC
Napco Security Technologies, Inc

Industrials
-2.59K
- 1.23%
$19.82 - $29.82 $51.3K - $77.1K
207K $6.15M
FFIV
F5, Inc.

Technology
-387
- 0.76%
$239.25 - $295.9 $92.6K - $115K
50.9K $15M
VV
Vanguard Large Cap ETF

ETFs
-1.01K
- 1.74%
$228.25 - $285.3 $230K - $288K
56.9K $16.2M
ACWI
Ishares Msci Acwi ETF

ETFs
-332
- 0.29%
$103.59 - $128.6 $34.4K - $42.7K
115K $14.8M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-27.6K
- 3.1%
$19.1 - $23.83 $527K - $658K
863K $20.6M
QCOM
Qualcomm Inc

Technology
-1.24K
- 0.39%
$124.66 - $159.48 $155K - $198K
317K $50.5M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.35K
- 1.7%
$113.67 - $150.4 $154K - $203K
78.1K $11.7M
HEI
Heico Corp

Industrials
-1.2K
- 3.33%
$236.44 - $328.0 $284K - $395K
35K $11.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-3.8K
- 2.08%
$108.12 - $135.04 $411K - $513K
179K $24.1M
EMR
Emerson Electric CO

Industrials
-4.79K
- 4.14%
$94.15 - $133.33 $451K - $638K
111K $14.8M
VEA
Vanguard Ftse Developed Market

ETFs
-5.81K
- 1.44%
$45.65 - $57.01 $265K - $331K
397K $22.6M
CAT
Caterpillar Inc

Industrials
-1.74K
- 3.58%
$273.94 - $388.21 $476K - $674K
46.8K $18.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-177K
- 6.72%
$17.76 - $22.1 $3.15M - $3.91M
2.46M $54.3M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-664
- 0.75%
$160.22 - $209.35 $106K - $139K
88K $18.4M
COST
Costco Wholesale Corp

Consumer Defensive
-1.43K
- 1.65%
$908.13 - $1056.85 $1.3M - $1.51M
85.5K $84.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.38K
- 5.07%
$416.06 - $551.64 $991K - $1.31M
44.6K $24.6M
PH
Parker Hannifin Corp

Industrials
-52
- 0.16%
$517.23 - $700.54 $26.9K - $36.4K
31.6K $22.1M
IRM
Iron Mountain Inc

Real Estate
-965
- 0.53%
$76.93 - $105.25 $74.2K - $102K
183K $18.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.89K
- 3.48%
$496.48 - $617.85 $1.43M - $1.78M
80.1K $49.5M
NDAQ
Nasdaq, Inc.

Financial Services
-7.67K
- 2.71%
$66.4 - $89.42 $509K - $686K
275K $24.6M
VBK
Vanguard Small Cap Growth ETF

ETFs
-2.81K
- 1.79%
$219.76 - $276.94 $617K - $778K
154K $42.6M
ARES
Ares Management Corp

Financial Services
-6.58K
- 3.89%
$118.04 - $175.83 $777K - $1.16M
162K $28.1M
EFG
Msci Eafe Growth ETF

ETFs
-12.8K
- 3.09%
$89.8 - $112.0 $1.15M - $1.44M
403K $45.1M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-47.6K
- 2.32%
$19.6 - $24.44 $932K - $1.16M
2M $48.9M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-6.05K
- 4.47%
$180.84 - $240.32 $1.09M - $1.45M
129K $31.1M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-173K
- 7.87%
$22.27 - $29.21 $3.85M - $5.05M
2.02M $59.1M
VTV
Vanguard Value ETF

ETFs
-5.47K
- 0.39%
$153.67 - $176.74 $841K - $967K
1.39M $245M
AXP
American Express CO

Financial Services
-316
- 0.32%
$231.39 - $318.98 $73.1K - $101K
97.3K $31M
CSCO
Cisco Systems, Inc.

Technology
-16.5K
- 2.13%
$53.19 - $69.38 $877K - $1.14M
756K $52.4M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-855
- 1.03%
$320.42 - $424.58 $274K - $363K
82.3K $34.9M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-33
- 0.73%
$4164.15 - $5789.24 $137K - $191K
4.5K $26.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.68K
- 1.21%
$152.42 - $182.82 $1.17M - $1.4M
627K $115M
IYW
Ishares Dj Us Tech ETF

ETFs
-29.3K
- 8.52%
$122.57 - $173.27 $3.6M - $5.08M
315K $54.6M
APH
Amphenol Corp

Technology
-13.2K
- 5.52%
$59.09 - $98.75 $781K - $1.3M
226K $22.3M
IVW
Ishares S&P 500 Growth ETF

ETFs
-130K
- 10.57%
$82.96 - $110.1 $10.8M - $14.3M
1.1M $121M
ASML
Asml Holding Nv

Technology
-575
- 1.06%
$595.37 - $815.24 $342K - $469K
53.6K $43M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-48.3K
- 2.69%
$43.53 - $54.46 $2.1M - $2.63M
1.75M $95M
INTU
Intuit Inc

Technology
-516
- 1.11%
$544.07 - $787.63 $281K - $406K
45.9K $36.2M
NFLX
Netflix Inc

Communication Services
-768
- 3.15%
$855.86 - $1339.13 $657K - $1.03M
23.6K $31.6M
DIS
Walt Disney CO

Communication Services
-20.5K
- 3.69%
$81.72 - $124.01 $1.67M - $2.54M
535K $66.4M
GOOGL
Alphabet Inc.

Communication Services
-9.22K
- 1.3%
$144.7 - $178.6 $1.33M - $1.65M
700K $123M
JPM
Jpmorgan Chase & CO

Financial Services
-6.04K
- 1.63%
$210.28 - $289.91 $1.27M - $1.75M
364K $106M
AMZN
Amazon Com Inc

Consumer Cyclical
-436
- 0.08%
$167.32 - $223.3 $73K - $97.4K
554K $122M
ORCL
Oracle Corp

Technology
-28.4K
- 8.91%
$122.82 - $218.63 $3.48M - $6.2M
290K $63.4M
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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