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
BNL
Broadstone Net Lease, Inc.

Real Estate
-51.7K
- 7.29%
$14.72 - $17.13 $761K - $885K
657K $10.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-32.3K
- 5.48%
$51.68 - $52.76 $1.67M - $1.7M
557K $29.4M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-5.81K
- 4.11%
$86.97 - $102.82 $505K - $597K
135K $13M
UNP
Union Pacific Corp

Industrials
-4.95K
- 11.5%
$208.27 - $238.46 $1.03M - $1.18M
38.1K $8.77M
AJG
Arthur J. Gallagher & Co.

Financial Services
-825
- 1.86%
$310.86 - $348.77 $256K - $288K
43.6K $14M
HD
Home Depot, Inc.

Consumer Cyclical
-3.7K
- 2.32%
$335.24 - $380.78 $1.24M - $1.41M
156K $57.2M
UBSI
United Bankshares Inc

Financial Services
-38.2K
- 63.31%
$31.5 - $37.32 $1.2M - $1.42M
22.1K $805K
XLV
Select Sector Spdr Fund Health

ETFs
-1.17K
- 1.18%
$128.77 - $144.3 $150K - $168K
97.7K $13.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-14.2K
- 5.06%
$82.21 - $83.12 $1.16M - $1.18M
266K $22M
EOG
Eog Resources Inc

Energy
-6.9K
- 20.02%
$104.61 - $129.97 $722K - $897K
27.6K $3.3M
GILD
Gilead Sciences, Inc.

Healthcare
-7.74K
- 4.1%
$96.91 - $113.0 $750K - $875K
181K $20.1M
POOL
Pool Corp

Industrials
-888
- 3.22%
$285.0 - $325.66 $253K - $289K
26.7K $7.78M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-19.7K
- 6.18%
$24.32 - $27.87 $478K - $548K
299K $7.91M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.26K
- 4.3%
$285.55 - $321.23 $360K - $405K
28.1K $8.2M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-19.8K
- 1.72%
$50.36 - $50.68 $999K - $1.01M
1.14M $57.6M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-9.41K
- 2.87%
$100.35 - $100.71 $944K - $947K
318K $32M
CVS
Cvs Health Corp

Healthcare
-13.7K
- 25.38%
$60.04 - $70.18 $821K - $960K
40.2K $2.77M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-2.59K
- 54.76%
$225.56 - $335.19 $585K - $869K
2.14K $508K
TSCO
Tractor Supply CO

Consumer Cyclical
-5.67K
- 2.58%
$47.86 - $55.77 $272K - $316K
214K $11.3M
VGSH
Vanguard

ETFs
-13.9K
- 9.28%
$58.32 - $58.95 $811K - $820K
136K $8M
WAT
Waters Corp

Healthcare
-1.71K
- 16.75%
$307.71 - $366.67 $526K - $627K
8.5K $2.97M
CL
Colgate Palmolive CO

Consumer Defensive
-3.3K
- 1.94%
$87.57 - $96.0 $289K - $316K
166K $15.1M
SLB
Schlumberger Limited

Energy
-9.22K
- 16.38%
$31.95 - $42.2 $295K - $389K
47.1K $1.59M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-29.9K
- 8.34%
$24.98 - $25.66 $747K - $767K
329K $8.41M
USXF
Ishares Esg Advanced Msci Usa

Technology
-24.9K
- 30.12%
$41.54 - $53.93 $1.03M - $1.34M
57.7K $3.11M
IHDG
Wisdomtree Tr

ETFs
-21.2K
- 15.09%
$38.54 - $46.0 $819K - $977K
120K $5.38M
SNY
Sanofi

Healthcare
-5.19K
- 7.86%
$47.62 - $55.44 $247K - $288K
60.8K $2.94M
BALL
Ball Corp

Consumer Cyclical
-29.3K
- 12.48%
$44.94 - $56.99 $1.32M - $1.67M
206K $11.5M
GIS
General Mills Inc

Consumer Defensive
-5.09K
- 9.32%
$50.37 - $60.97 $256K - $310K
49.5K $2.56M
STZ
Constellation Brands, Inc.

Consumer Defensive
-3.46K
- 54.59%
$160.0 - $195.62 $553K - $676K
2.87K $467K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-28.7K
- 17.92%
$34.72 - $42.74 $996K - $1.23M
131K $5.61M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2.97K
- 4.95%
$146.74 - $176.07 $435K - $522K
57K $9.25M
VRT
Vertiv Holdings CO

Industrials
-7.52K
- 54.32%
N/A
6.32K $547K
FNF
Fidelity National Financial, Inc.

Financial Services
-4K
- 8.84%
$53.62 - $66.59 $214K - $266K
41.2K $2.31M
KNSL
Kinsale Capital Group, Inc.

Financial Services
-1.09K
- 3.03%
$419.99 - $501.97 $457K - $546K
34.8K $16.8M
PAYX
Paychex Inc

Industrials
-922
- 1.65%
$137.01 - $159.78 $126K - $147K
55K $8M
OKE
Oneok Inc

Energy
-1.81K
- 7.07%
$78.71 - $100.37 $143K - $182K
23.8K $1.95M
PEY
Invesco Exchange Traded Fd Tr

ETFs
-20.2K
- 11.46%
$18.68 - $21.54 $376K - $434K
156K $3.18M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-48.6K
- 14.13%
$20.42 - $25.3 $993K - $1.23M
296K $7.48M
KMX
Carmax Inc

Consumer Cyclical
-1.32K
- 2.88%
$62.27 - $82.77 $82.1K - $109K
44.4K $2.98M
XLE
Energy Sector Spdr

ETFs
-2.86K
- 8.29%
$76.44 - $94.13 $219K - $269K
31.6K $2.68M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-24.5K
- 27.25%
$21.55 - $22.2 $528K - $544K
65.4K $1.45M
DHI
Horton D R Inc

Consumer Cyclical
-4.6K
- 14.17%
$115.1 - $129.63 $530K - $597K
27.9K $3.59M
NOC
Northrop Grumman Corp

Industrials
-775
- 6.87%
$456.3 - $540.39 $354K - $419K
10.5K $5.25M
TXN
Texas Instruments Inc

Technology
-2.69K
- 5.07%
N/A
50.3K $9.79M
V
Visa Inc.

Financial Services
-4.95K
- 1.82%
$308.27 - $373.31 $1.53M - $1.85M
268K $95.1M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-22.3K
- 4.02%
$22.87 - $23.14 $509K - $515K
532K $12.3M
VT
Vanguard Total World Stk Index

ETFs
-12.3K
- 14.3%
$103.16 - $128.52 $1.27M - $1.58M
73.8K $9.49M
IYH
Ishares Tr

ETFs
-37
- 0.03%
$53.97 - $60.17 $2K - $2.23K
113K $6.39M
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