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
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
-949
- 17.26%
$90.21 - $112.66 $85.6K - $107K
4.55K $414K
SUI
Sun Communities Inc

Real Estate
-1.57K
- 38.46%
$114.62 - $132.25 $180K - $208K
2.51K $317K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
-11K
- 3.06%
$22.66 - $23.41 $249K - $257K
348K $8.11M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-35
- 0.29%
$57.26 - $78.92 $2K - $2.76K
12.1K $702K
GS
Goldman Sachs Group Inc

Financial Services
-3K
- 25.2%
$462.22 - $707.75 $1.39M - $2.12M
8.9K $6.3M
ABT
Abbott Laboratories

Healthcare
-6.64K
- 3.14%
$123.95 - $138.08 $823K - $917K
205K $27.8M
HES
Hess Corp

Energy
-366
- 5.49%
$126.32 - $161.29 $46.2K - $59K
6.3K $872K
CLX
Clorox CO

Consumer Defensive
-807
- 23.18%
$118.01 - $148.69 $95.2K - $120K
2.67K $321K
FISV
Fiserv Inc

Technology
-1.53K
- 5.05%
N/A
28.8K $3.6M
AFL
Aflac Inc

Financial Services
-271
- 0.97%
$99.77 - $112.45 $27K - $30.5K
27.7K $2.92M
OMC
Omnicom Group Inc.

Communication Services
-1.21K
- 13.32%
$69.22 - $79.77 $83.4K - $96.1K
7.84K $564K
SSNC
Ss&C Technologies Holdings Inc

Technology
-2.16K
- 26.66%
$71.96 - $83.42 $156K - $181K
5.95K $492K
AIG
American International Group, Inc.

Financial Services
-1.66K
- 5.13%
$77.56 - $87.72 $128K - $145K
30.6K $2.62M
ADP
Automatic Data Processing Inc

Industrials
-1.08K
- 2.09%
$276.76 - $326.81 $298K - $352K
50.6K $15.6M
RSG
Republic Services, Inc.

Industrials
-1.67K
- 3.21%
$227.2 - $258.07 $380K - $431K
50.3K $12.4M
CBT
Cabot Corp

Basic Materials
-1.86K
- 41.01%
$72.47 - $84.35 $135K - $157K
2.68K $200K
LAMR
Lamar Advertising CO

Real Estate
-3.28K
- 11.11%
$102.35 - $121.67 $336K - $399K
26.3K $3.19M
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-9.45K
- 32.24%
$11.11 - $14.46 $105K - $137K
19.9K $248K
MSI
Motorola Solutions, Inc.

Technology
-196
- 3.82%
$394.72 - $440.39 $77.4K - $86.3K
4.93K $2.07M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-660
- 10.49%
$468.22 - $566.51 $309K - $374K
5.63K $3.19M
KHC
Kraft Heinz CO

Consumer Defensive
-3.58K
- 22.83%
$25.61 - $30.81 $91.7K - $110K
12.1K $312K
SYY
Sysco Corp

Consumer Defensive
-2.41K
- 9.58%
$68.0 - $75.91 $164K - $183K
22.8K $1.73M
MA
Mastercard Inc

Financial Services
-2.32K
- 2.81%
$479.92 - $590.74 $1.11M - $1.37M
80.1K $45M
VCIT
Vanguard Intermediate Term Cor

ETFs
-2.74K
- 5.09%
$79.56 - $82.92 $218K - $227K
51.1K $4.23M
AXGN
Axogen, Inc.

Healthcare
-63
- 0.3%
$9.29 - $17.81 $585 - $1.12K
21K $228K
GPC
Genuine Parts CO

Consumer Cyclical
-1.52K
- 13.29%
$105.54 - $129.09 $161K - $196K
9.93K $1.2M
LKQ
Lkq Corp

Consumer Cyclical
-2.86K
- 29.61%
$36.86 - $43.38 $105K - $124K
6.8K $251K
VTR
Ventas, Inc.

Real Estate
-1.19K
- 8.06%
$62.45 - $70.08 $74.1K - $83.1K
13.5K $854K
EMN
Eastman Chemical CO

Basic Materials
-1.12K
- 20.57%
$72.7 - $88.29 $81.4K - $98.9K
4.32K $322K
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.99K
- 16.05%
$105.69 - $140.64 $316K - $421K
15.7K $2.07M
HSY
Hershey CO

Consumer Defensive
-803
- 25.07%
$151.29 - $173.13 $121K - $139K
2.4K $398K
DVYE
Ishares Emerging Markets Divid

ETFs
-7.95K
- 12.95%
$23.95 - $29.03 $190K - $231K
53.4K $1.53M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
-6.01K
- 33.49%
$23.32 - $24.45 $140K - $147K
11.9K $292K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-6.63K
- 16.79%
$14.41 - $16.7 $95.5K - $111K
32.9K $516K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-7.09K
- 8.12%
$12.23 - $15.46 $86.7K - $110K
80.2K $1.21M
LVS
Las Vegas Sands Corp

Consumer Cyclical
-4.12K
- 46.79%
$30.7 - $44.12 $127K - $182K
4.69K $203K
WY
Weyerhaeuser CO

Real Estate
-2.74K
- 15.04%
$24.69 - $29.48 $67.6K - $80.7K
15.5K $397K
MAA
Mid America Apartment Communities Inc.

Real Estate
-83
- 1.37%
$145.91 - $168.0 $12.1K - $13.9K
5.98K $884K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.68K
- 17.26%
$57.41 - $74.81 $326K - $425K
27.2K $2.02M
PEAK
Healthpeak Properties, Inc.

Real Estate
-6.45K
- 9.58%
N/A
60.9K $1.16M
BLDR
Builders First Source, Inc.

Industrials
-748
- 17.0%
$105.63 - $131.12 $79K - $98.1K
3.65K $426K
EXC
Exelon Corp

Utilities
-976
- 3.48%
$42.2 - $47.37 $41.2K - $46.2K
27.1K $1.18M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-149
- 2.86%
$99.37 - $134.05 $14.8K - $20K
5.06K $573K
MKC
Mccormick & CO Inc

Consumer Defensive
-660
- 6.93%
$71.11 - $82.25 $46.9K - $54.3K
8.86K $671K
WCN
Waste Connections, Inc.

Industrials
-486
- 20.02%
$183.26 - $199.95 $89.1K - $97.2K
1.94K $362K
WM
Waste Management Inc

Industrials
-303
- 2.01%
$216.47 - $242.1 $65.6K - $73.4K
14.8K $3.39M
AMG
Affiliated Managers Group, Inc.

Financial Services
-846
- 41.53%
$143.35 - $197.67 $121K - $167K
1.19K $234K
GL
Globe Life Inc.

Financial Services
-556
- 13.73%
$113.29 - $133.09 $63K - $74K
3.49K $434K
MOH
Molina Healthcare, Inc.

Healthcare
-204
- 16.76%
$290.25 - $353.24 $59.2K - $72.1K
1.01K $301K
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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