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
OTIS
Otis Worldwide Corp

Industrials
-960
- 1.02%
$90.88 - $104.3 $87.2K - $100K
92.9K $9.2M
INTC
Intel Corp

Technology
-18.6K
- 10.69%
$18.13 - $22.69 $337K - $421K
155K $3.47M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-13.9K
- 16.35%
$54.28 - $67.95 $753K - $942K
71K $4.82M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-11K
- 10.56%
$45.11 - $52.34 $497K - $577K
93.4K $4.89M
IBB
Ishares Biotechnology ETF

ETFs
-3.41K
- 39.51%
$112.02 - $129.0 $381K - $439K
5.21K $659K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-20.9K
- 19.03%
$27.3 - $31.8 $571K - $665K
89K $2.83M
IT
Gartner Inc

Technology
-362
- 2.01%
$377.5 - $449.52 $137K - $163K
17.7K $7.15M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-4.14K
- 11.73%
$100.04 - $100.54 $414K - $416K
31.2K $3.13M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
-10.7K
- 22.38%
$65.04 - $82.18 $693K - $876K
37K $3.04M
AON
Aon PLC

Financial Services
-441
- 7.33%
$335.85 - $398.81 $148K - $176K
5.58K $1.99M
CHKP
Check Point Software Technologies LTD

Technology
-1.13K
- 4.95%
$204.26 - $233.47 $230K - $263K
21.6K $4.78M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-154
- 1.08%
$212.1 - $244.27 $32.7K - $37.6K
14.1K $3.08M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-7.66K
- 25.93%
$48.5 - $49.35 $372K - $378K
21.9K $1.08M
DVY
Ishares Tr

ETFs
-2.32K
- 6.36%
$118.37 - $134.86 $275K - $313K
34.1K $4.54M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-25.6K
- 15.4%
$32.66 - $40.75 $837K - $1.04M
141K $5.7M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-17.4K
- 12.65%
$60.34 - $74.89 $1.05M - $1.3M
120K $9M
NUE
Nucor Corp

Basic Materials
-3.61K
- 30.4%
$103.22 - $131.43 $372K - $474K
8.26K $1.07M
PCAR
Paccar Inc

Industrials
-3.11K
- 12.61%
$86.4 - $99.09 $268K - $308K
21.5K $2.05M
PSX
Phillips 66

Energy
-1.61K
- 4.25%
$92.87 - $125.73 $149K - $202K
36.2K $4.31M
PGR
Progressive Corp

Financial Services
-228
- 1.31%
$255.27 - $288.74 $58.2K - $65.8K
17.2K $4.59M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.69K
- 3.45%
$50.47 - $50.66 $337K - $339K
187K $9.46M
BP
Bp PLC

Energy
-5.95K
- 14.23%
$26.11 - $33.81 $155K - $201K
35.9K $1.07M
YUM
Yum Brands Inc

Consumer Cyclical
-1.58K
- 14.15%
$138.36 - $161.45 $218K - $254K
9.56K $1.42M
LNT
Alliant Energy Corp

Utilities
-13
- 0.02%
$58.79 - $64.85 $764 - $843
83.7K $5.06M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-122
- 5.18%
$483.07 - $625.6 $58.9K - $76.3K
2.23K $1.17M
LEN
Lennar Corp

Consumer Cyclical
-2.39K
- 18.85%
$102.76 - $115.66 $246K - $276K
10.3K $1.14M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-8.11K
- 13.16%
$40.82 - $43.14 $331K - $350K
53.5K $2.31M
ITW
Illinois Tool Works Inc

Industrials
-971
- 1.1%
$218.41 - $252.43 $212K - $245K
87.1K $21.5M
SPG
Simon Property Group Inc

Real Estate
-1.38K
- 9.81%
$140.37 - $171.44 $193K - $236K
12.7K $2.04M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-4.61K
- 11.08%
$50.46 - $58.08 $232K - $267K
37K $2.13M
BHP
Bhp Group LTD

Basic Materials
-5.8K
- 32.63%
$40.22 - $50.88 $233K - $295K
12K $575K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-26.3K
- 56.57%
$10.59 - $11.48 $278K - $302K
20.2K $231K
TM
Toyota Motor Corp

Consumer Cyclical
-1.46K
- 19.06%
$158.63 - $195.39 $232K - $286K
6.22K $1.07M
BAX
Baxter International Inc

Healthcare
-7.29K
- 45.19%
$27.8 - $34.02 $203K - $248K
8.85K $267K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-4.73K
- 24.57%
$59.8 - $60.07 $283K - $284K
14.5K $869K
RIO
Rio Tinto PLC

Basic Materials
-4.58K
- 49.99%
$52.32 - $62.75 $240K - $287K
4.58K $267K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-11.5K
- 21.69%
$24.66 - $25.17 $284K - $290K
41.6K $1.05M
EEMV
Ishares Msci Emerging Markets

ETFs
-6.46K
- 23.1%
$54.12 - $62.8 $349K - $405K
21.5K $1.35M
EIX
Edison International

Utilities
-4.06K
- 42.49%
$48.32 - $59.92 $196K - $243K
5.5K $283K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.95K
- 6.47%
$38.81 - $44.28 $153K - $175K
57.1K $2.42M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.27K
- 10.45%
$43.28 - $50.37 $271K - $316K
53.7K $2.69M
FTV
Fortive Corp

Technology
-1.3K
- 13.36%
$52.13 - $74.29 $67.9K - $96.7K
8.44K $439K
TTE
Total Energies Se

Energy
-3.95K
- 20.25%
N/A
15.5K $1.07M
AES
Aes Corp

Utilities
-3.32K
- 2.73%
$9.63 - $12.55 $31.9K - $41.6K
118K $1.24M
CHD
Church & Dwight CO Inc

Consumer Defensive
-273
- 1.62%
$91.57 - $110.76 $25K - $30.2K
16.6K $1.59M
EQIX
Equinix Inc

Real Estate
-215
- 6.3%
$740.07 - $914.43 $159K - $197K
3.2K $2.54M
PFF
Ishares Trust Ishares Pfd And

ETFs
-7.45K
- 9.54%
$29.0 - $30.68 $216K - $229K
70.7K $2.17M
CMCSA
Comcast Corp

Communication Services
-2.44K
- 2.28%
$32.84 - $36.72 $80.2K - $89.7K
105K $3.73M
JKHY
Henry Jack & Associates Inc

Technology
-1.1K
- 15.7%
$163.54 - $186.02 $180K - $205K
5.91K $1.07M
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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