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
IP
International Paper CO

Consumer Cyclical
-36
- 0.24%
$43.89 - $54.46 $1.58K - $1.96K
14.8K $692K
PCG
Pg&E Corp

Utilities
-2.05K
- 9.58%
$13.55 - $17.87 $27.8K - $36.6K
19.3K $269K
SCCO
Southern Copper Corp

Basic Materials
-1.36K
- 26.27%
$75.63 - $104.64 $103K - $142K
3.82K $386K
ALL
Allstate Corp

Financial Services
-278
- 3.91%
$180.53 - $212.64 $50.2K - $59.1K
6.83K $1.38M
KEY
Keycorp

Financial Services
-12.9K
- 14.23%
$13.23 - $17.42 $171K - $225K
77.9K $1.36M
HUBS
Hubspot Inc

Technology
-146
- 14.27%
$487.07 - $672.24 $71.1K - $98.1K
877 $488K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-10.4K
- 13.09%
$26.38 - $32.66 $274K - $340K
69K $2.25M
XLF
Financial Sector Spdr

ETFs
-5.19K
- 7.44%
$43.92 - $52.37 $228K - $272K
64.6K $3.38M
RPM
Rpm International Inc

Basic Materials
-15
- 0.1%
$96.97 - $117.58 $1.45K - $1.76K
15.2K $1.67M
EXPD
Expeditors International Of Washington Inc

Industrials
-546
- 11.6%
$102.84 - $122.24 $56.2K - $66.7K
4.16K $475K
PHM
Pultegroup Inc

Consumer Cyclical
-1.05K
- 11.33%
$92.02 - $106.54 $96.9K - $112K
8.24K $869K
IFF
International Flavors & Fragrances Inc

Basic Materials
-613
- 6.2%
$66.85 - $79.33 $41K - $48.6K
9.28K $682K
NJR
New Jersey Resources Corp

Utilities
-434
- 2.79%
$44.23 - $49.97 $19.2K - $21.7K
15.1K $678K
BBY
Best Buy CO Inc

Consumer Cyclical
-806
- 18.47%
$56.17 - $75.73 $45.3K - $61K
3.56K $238K
VIG
Vanguard Dividend Appreciation

ETFs
-451
- 0.79%
N/A
56.7K $10.3M
CTRA
Coterra Energy Inc.

Energy
-1.28K
- 9.3%
$22.6 - $29.07 $29K - $37.3K
12.5K $317K
XLY
Select Sector Spdr Consumer Di

ETFs
-881
- 15.78%
$176.34 - $218.59 $155K - $193K
4.7K $1.02M
MAS
Masco Corp

Industrials
-624
- 8.32%
$58.73 - $71.06 $36.6K - $44.3K
6.88K $442K
TDY
Teledyne Technologies Inc

Technology
-173
- 22.7%
$435.54 - $512.31 $75.3K - $88.6K
589 $301K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-13.3K
- 10.58%
$24.38 - $30.18 $325K - $403K
113K $3.4M
CMS
Cms Energy Corp

Utilities
-309
- 3.22%
$68.57 - $75.51 $21.2K - $23.3K
9.29K $643K
CMA
Comerica Inc

Financial Services
-1.44K
- 9.21%
$50.42 - $59.65 $72.4K - $85.7K
14.2K $844K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-6.52K
- 10.8%
$108.06 - $135.3 $704K - $882K
53.8K $7.28M
TYL
Tyler Technologies Inc

Technology
-145
- 11.18%
$521.68 - $592.84 $75.6K - $86K
1.15K $682K
CCI
Crown Castle International Corp

Real Estate
-169
- 0.48%
$94.83 - $107.06 $16K - $18.1K
35.3K $3.62M
XEL
Xcel Energy Inc

Utilities
-352
- 2.16%
$65.65 - $72.39 $23.1K - $25.5K
15.9K $1.09M
EGP
Eastgroup Properties Inc

Real Estate
-264
- 10.49%
$145.28 - $176.09 $38.4K - $46.5K
2.25K $376K
PFG
Principal Financial Group Inc

Financial Services
-416
- 6.17%
$69.56 - $86.19 $28.9K - $35.9K
6.32K $502K
VDE
Vanguard Energy ETF

ETFs
-176
- 4.12%
$105.87 - $130.56 $18.6K - $23K
4.1K $487K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.49K
- 17.28%
$37.08 - $42.26 $55.3K - $63K
7.14K $295K
KEYS
Keysight Technologies, Inc.

Technology
-772
- 17.41%
$127.02 - $165.4 $98.1K - $128K
3.66K $599K
BRO
Brown & Brown, Inc.

Financial Services
-133
- 3.8%
$104.48 - $124.43 $13.9K - $16.5K
3.37K $373K
HDV
Ishares Core High Dividend ETF

ETFs
-33
- 0.23%
$108.41 - $120.51 $3.58K - $3.98K
14.1K $1.65M
CION
Cion Investment Corp

Financial Services
-4.91K
- 29.95%
$8.68 - $10.48 $42.6K - $51.5K
11.5K $109K
CSGP
Costar Group, Inc.

Real Estate
-845
- 10.28%
$72.62 - $83.22 $61.4K - $70.3K
7.38K $593K
NEAR
Blackrock Short Maturity Bond

ETFs
-1.21K
- 5.56%
$50.41 - $51.17 $60.8K - $61.8K
20.5K $1.05M
REG
Regency Centers Corp

Real Estate
-507
- 7.4%
$65.48 - $74.74 $33.2K - $37.9K
6.35K $451K
TER
Teradyne, Inc

Technology
-876
- 24.93%
$67.96 - $91.05 $59.5K - $79.8K
2.64K $237K
LOGI
Logitech International S.A.

Technology
-824
- 21.36%
$65.57 - $90.16 $54K - $74.3K
3.03K $273K
KIM
Kimco Realty Corp

Real Estate
-2.09K
- 5.61%
$18.7 - $21.69 $39.2K - $45.4K
35.2K $740K
AMH
American Homes 4 Rent

Real Estate
-846
- 7.24%
$32.8 - $39.31 $27.7K - $33.3K
10.8K $390K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-707
- 5.7%
$109.83 - $131.67 $77.6K - $93.1K
11.7K $1.48M
WEC
Wec Energy Group, Inc.

Utilities
-303
- 7.34%
$102.24 - $109.76 $31K - $33.3K
3.82K $398K
AAL
American Airlines Group Inc.

Industrials
-4.55K
- 30.21%
N/A
10.5K $116K
UNM
Unum Group

Financial Services
-530
- 5.55%
$70.48 - $82.91 $37.4K - $43.9K
9.03K $729K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-1.45K
- 10.27%
$28.02 - $32.37 $40.7K - $47K
12.7K $402K
AVY
Avery Dennison Corp

Industrials
-240
- 9.69%
$159.58 - $183.97 $38.3K - $44.2K
2.24K $392K
CDW
Cdw Corp

Technology
-596
- 18.8%
$144.49 - $190.68 $86.1K - $114K
2.58K $459K
K
Kellogg CO

Consumer Defensive
-351
- 5.46%
$77.85 - $82.88 $27.3K - $29.1K
6.08K $483K
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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