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
TS
Tenaris Sa

Energy
-142
- 2.58%
$30.71 - $39.46 $4.36K - $5.6K
5.37K $200K
DOX
Amdocs LTD

Technology
-157
- 5.77%
$80.46 - $94.08 $12.6K - $14.8K
2.56K $233K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-1.28K
- 10.05%
$33.46 - $41.33 $42.9K - $53K
11.5K $474K
DGRO
Ishares Core Dividend Growth E

ETFs
-3.41K
- 3.62%
$55.22 - $63.94 $188K - $218K
90.6K $5.79M
FVD
First Tr Value Line Divid Inde

ETFs
-336
- 2.77%
$40.62 - $45.12 $13.6K - $15.2K
11.8K $527K
GNRC
Generac Holdings Inc.

Industrials
-431
- 14.5%
$101.92 - $143.21 $43.9K - $61.7K
2.54K $364K
CNP
Centerpoint Energy Inc

Utilities
-497
- 3.5%
$35.5 - $39.05 $17.6K - $19.4K
13.7K $503K
SHG
Shinhan Financial Group CO LTD

Financial Services
-332
- 3.96%
N/A
8.05K $278K
OGE
Oge Energy Corp.

Utilities
-30
- 0.48%
$42.23 - $46.38 $1.27K - $1.39K
6.17K $274K
BRX
Brixmor Property Group Inc.

Real Estate
-421
- 4.11%
N/A
9.83K $223K
BNDX
Vanguard Total International B

ETFs
-373
- 2.69%
$48.77 - $49.55 $18.2K - $18.5K
13.5K $667K
IBN
Icici Bank LTD

Financial Services
-1.42K
- 7.62%
$30.16 - $34.39 $42.7K - $48.7K
17.1K $576K
TKC
Turkcell Iletisim Hizmetleri A S

Communication Services
-923
- 5.98%
$5.61 - $6.49 $5.18K - $5.99K
14.5K $87K
CVE
Cenovus Energy Inc.

Energy
-159
- 0.87%
$10.58 - $14.83 $1.68K - $2.36K
18.2K $247K
NTRA
Natera, Inc.

Healthcare
-372
- 18.17%
$132.23 - $171.87 $49.2K - $63.9K
1.68K $282K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
-1.67K
- 5.23%
$13.71 - $15.46 $22.9K - $25.8K
30.3K $467K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-538
- 4.72%
$10.78 - $11.28 $5.8K - $6.07K
10.9K $120K
AVK
Advent Convertible & Income Fund

Financial Services
-1.15K
- 10.31%
$10.01 - $12.11 $11.5K - $13.9K
10K $121K
ROL
Rollins Inc

Consumer Cyclical
-339
- 6.36%
$50.65 - $58.58 $17.2K - $19.9K
4.99K $281K
XLB
Select Sector Spdr Fd Material

ETFs
-189
- 3.32%
$74.27 - $88.92 $14K - $16.8K
5.5K $483K
SSB
South State Corp

Financial Services
-17
- 0.41%
$80.59 - $94.67 $1.37K - $1.61K
4.12K $379K
MFC
Manulife Financial Corp

Financial Services
-380
- 3.91%
$26.93 - $32.44 $10.2K - $12.3K
9.34K $298K
LDI
Loan Depot, Inc.

Financial Services
-4.05K
- 21.81%
$1.02 - $1.53 $4.13K - $6.2K
14.5K $18K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-152
- 0.15%
$26.41 - $26.76 $4.01K - $4.07K
103K $2.76M
PNFP
Pinnacle Financial Partners Inc

Financial Services
-106
- 5.27%
$87.19 - $111.51 $9.24K - $11.8K
1.91K $210K
CINF
Cincinnati Financial Corp

Financial Services
-44
- 1.51%
$126.6 - $151.6 $5.57K - $6.67K
2.86K $426K
HYG
Ishares Tr

ETFs
-3.63K
- 2.2%
$75.75 - $80.65 $275K - $293K
161K $13M
DGX
Quest Diagnostics Inc

Healthcare
-13
- 0.4%
N/A
3.25K $445K
FYBR
Frontier Communications Parent, Inc.

Communication Services
-155
- 2.4%
$35.51 - $36.83 $5.5K - $5.71K
6.31K $229K
STLD
Steel Dynamics Inc

Basic Materials
-9
- 0.19%
N/A
4.79K $469K
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-114
- 1.93%
$110.2 - $126.21 $12.6K - $14.4K
5.79K $723K
Atmus Filtration Technologies, Inc.
-727
- 3.27%
N/A
21.5K $0
FNDC
Schwab Fundamental Intl Small

ETFs
-1.15K
- 13.82%
$32.97 - $42.05 $38K - $48.5K
7.19K $302K
Cava Group, Inc.
-38
- 0.64%
N/A
5.89K $0
Canadian Pacific Kansas City Limited
-357
- 8.79%
N/A
3.71K $0
Core Scientific Inc
-247
- 1.24%
N/A
19.7K $0
Ge Healthcare Technologies Inc.
-1.78K
- 15.82%
N/A
9.5K $0
Corpay, Inc.
-27
- 1.8%
N/A
1.47K $0
Gsk PLC Sponsored Adr
-2.82K
- 5.03%
N/A
53.3K $0
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-82
- 2.34%
$53.93 - $61.5 $4.42K - $5.04K
3.43K $210K
ERIC
Ericsson Lm Telephone CO

Technology
-2.91K
- 8.54%
$6.77 - $8.86 $19.7K - $25.8K
31.1K $264K
Te Connectivity PLC
-673
- 14.74%
N/A
3.89K $0
Veralto Corporation
-210
- 2.81%
N/A
7.25K $0
AMOT
Allied Motion Technologies Inc

Technology
-1
- 0.01%
N/A
10.5K $292K
Smurfit Westrock PLC
-649
- 9.58%
N/A
6.13K $0
Liberty Media Corporation Series C Liberty Formula One
-75
- 2.05%
N/A
3.59K $0
Lam Research Corporation
-4.36K
- 5.51%
N/A
74.8K $0
Labcorp Holdings Inc.
-261
- 3.49%
N/A
7.21K $0
Aptiv PLC
-1.09K
- 4.28%
N/A
24.4K $0
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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