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
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
-175
- 5.01%
$78.47 - $92.25 $13.7K - $16.1K
3.32K $269K
AEE
Ameren Corp

Utilities
-152
- 2.19%
$94.23 - $101.68 $14.3K - $15.5K
6.8K $652K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-775
- 6.19%
$67.03 - $80.35 $51.9K - $62.3K
11.8K $937K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-1.1K
- 12.02%
$72.61 - $88.75 $80.2K - $98K
8.08K $717K
LUV
Southwest Airlines CO

Industrials
-1.03K
- 10.62%
$24.04 - $34.36 $24.9K - $35.5K
8.7K $282K
CDAY
Ceridian Hcm Holding Inc.

Technology
-674
- 12.53%
N/A
4.7K $303K
CNI
Canadian National Railway CO

Industrials
-783
- 13.12%
$92.66 - $108.13 $72.6K - $84.7K
5.18K $539K
MHK
Mohawk Industries Inc

Consumer Cyclical
-148
- 5.97%
$97.99 - $117.15 $14.5K - $17.3K
2.33K $244K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.38K
- 15.15%
$26.18 - $26.93 $36.2K - $37.3K
7.75K $206K
IYE
Ishares Tr

ETFs
-364
- 6.51%
$40.36 - $49.67 $14.7K - $18.1K
5.23K $236K
FICO
Fair Isaac Corp

Technology
-17
- 5.41%
$1503.62 - $2206.01 $25.6K - $37.5K
297 $542K
ITB
Ishares Tr

ETFs
-255
- 4.15%
$85.52 - $96.61 $21.8K - $24.6K
5.89K $548K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
-3.41K
- 3.17%
$10.79 - $14.14 $36.8K - $48.3K
104K $1.43M
LNC
Lincoln National Corp

Financial Services
-408
- 2.49%
$28.95 - $37.27 $11.8K - $15.2K
15.9K $551K
RCI
Rogers Communications Inc

Communication Services
-7.77K
- 11.61%
$23.54 - $29.66 $183K - $230K
59.2K $1.76M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-532
- 6.59%
N/A
7.54K $488K
SFNC
Simmons First National Corp

Financial Services
-264
- 1.4%
$17.39 - $20.55 $4.59K - $5.43K
18.6K $353K
OKTA
Okta, Inc.

Technology
-158
- 4.59%
$91.24 - $127.3 $14.4K - $20.1K
3.29K $328K
VLO
Valero Energy Corp

Energy
-485
- 3.46%
$104.69 - $141.77 $50.8K - $68.8K
13.5K $1.82M
NMR
Nomura Holdings Inc

Financial Services
-8.36K
- 15.81%
$4.95 - $6.6 $41.4K - $55.2K
44.5K $292K
SCHO
Schwab Short Term Us Treasury

ETFs
-1.42K
- 3.68%
$24.19 - $24.45 $34.2K - $34.6K
37K $902K
KR
Kroger CO

Consumer Defensive
-1.76K
- 7.57%
$64.62 - $74.0 $113K - $130K
21.4K $1.54M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-352
- 0.89%
$43.63 - $45.4 $15.4K - $16K
39.4K $1.76M
EXR
Extra Space Storage Inc.

Real Estate
-152
- 1.69%
$126.61 - $152.99 $19.2K - $23.3K
8.83K $1.3M
CADE
Cadence Bank

Financial Services
-1.41K
- 17.21%
$26.42 - $32.41 $37.1K - $45.5K
6.76K $216K
VDC
Vanguard Consumer Staples ETF

ETFs
-141
- 3.78%
$204.89 - $224.73 $28.9K - $31.7K
3.59K $787K
WTW
Willis Towers Watson PLC

Financial Services
-16
- 2.07%
$295.96 - $337.43 $4.74K - $5.4K
757 $232K
PPL
Ppl Corp

Utilities
-10
- 0.08%
$33.45 - $36.5 $335 - $365
12.5K $423K
MFG
Mizuho Financial Group Inc

Financial Services
-6.06K
- 4.05%
$4.25 - $5.66 $25.8K - $34.3K
144K $798K
RGA
Reinsurance Group Of America Inc

Financial Services
-143
- 7.56%
$168.32 - $209.71 $24.1K - $30K
1.75K $346K
A
Agilent Technologies, Inc.

Healthcare
-273
- 4.14%
$99.29 - $120.52 $27.1K - $32.9K
6.33K $746K
PKG
Packaging Corp Of America

Consumer Cyclical
-36
- 1.86%
$175.97 - $201.36 $6.33K - $7.25K
1.9K $357K
IYM
Ishares Tr

ETFs
-306
- 9.15%
$116.16 - $140.01 $35.5K - $42.8K
3.04K $425K
PTC
Ptc Inc.

Technology
-300
- 20.04%
$136.74 - $173.24 $41K - $52K
1.2K $206K
BCE
Bce Inc

Communication Services
-712
- 6.27%
$20.87 - $22.95 $14.9K - $16.3K
10.6K $235K
SBAC
Sba Communications Corp

Real Estate
-358
- 8.89%
$208.57 - $243.4 $74.7K - $87.1K
3.67K $861K
WIT
Wipro LTD

Technology
-7.01K
- 8.26%
$2.7 - $3.09 $18.9K - $21.6K
77.8K $235K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.34K
- 3.03%
$36.25 - $42.28 $121K - $141K
107K $4.51M
FSLY
Fastly, Inc.

Technology
-5.02K
- 26.79%
$5.0 - $8.28 $25.1K - $41.5K
13.7K $96K
MPW
Medical Properties Trust Inc

Real Estate
-63
- 0.52%
$4.31 - $5.91 $272 - $372
12.1K $52K
FSV
First Service Corp

Real Estate
-2.78K
- 5.18%
$158.93 - $179.74 $442K - $499K
50.9K $8.88M
AMT
American Tower Corp

Real Estate
-2.02K
- 1.61%
$203.96 - $228.19 $412K - $461K
123K $27.2M
SNA
Snap On Inc

Industrials
-5
- 0.74%
$292.36 - $342.2 $1.46K - $1.71K
675 $210K
UBS
Ubs Group Ag

Financial Services
-2.57K
- 11.99%
$26.12 - $33.82 $67.2K - $87K
18.9K $638K
DOCU
Docusign, Inc.

Technology
-125
- 4.39%
$70.35 - $93.84 $8.79K - $11.7K
2.73K $212K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-337
- 5.65%
$103.88 - $123.68 $35K - $41.7K
5.63K $696K
VICI
Vici Properties Inc.

Real Estate
-501
- 1.35%
$29.41 - $32.97 $14.7K - $16.5K
36.7K $1.2M
CNQ
Canadian Natural Resources LTD

Energy
-702
- 7.42%
$25.14 - $34.01 $17.6K - $23.9K
8.76K $274K
PSO
Pearson PLC

Communication Services
-22
- 0.16%
$14.41 - $16.64 $317 - $366
13.9K $207K
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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