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
CRH.L
Crh PLC

Basic Materials
-341
- 5.04%
N/A
6.43K $0
Kenvue, Inc.
-15.3K
- 29.21%
N/A
37K $0
Aegon Ltd. Sponsored Adr
-2.5K
- 8.45%
N/A
27K $0
Arista Networks, Inc.
-615
- 2.05%
N/A
29.4K $0
Atlassian Corp Class A
-310
- 11.38%
N/A
2.42K $0
LCTD
Blackrock ETF World Ex Us Carb
-862
- 4.19%
N/A
19.7K $0
Blackrock, Inc.
-81
- 0.51%
N/A
15.8K $0
Thomson Reuters Corporation
-3.34K
- 4.85%
N/A
65.6K $0
IBMP
Ishares Tr Ibonds December 202

ETFs
-266
- 0.24%
$24.98 - $25.35 $6.64K - $6.74K
110K $2.78M
EQH
Equitable Holdings, Inc.

Financial Services
-251
- 6.5%
$43.98 - $56.1 $11K - $14.1K
3.61K $202K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-75
- 0.26%
$24.32 - $24.81 $1.82K - $1.86K
28.3K $702K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-973
- 0.66%
$77.94 - $79.5 $75.8K - $77.4K
146K $11.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-3
- 0.02%
$22.4 - $23.8 $67.2 - $71.4
15.8K $376K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
-186
- 1.33%
$107.61 - $119.09 $20K - $22.2K
13.8K $1.63M
CASY
Caseys General Stores Inc

Consumer Cyclical
-79
- 11.99%
$415.82 - $510.91 $32.8K - $40.4K
580 $295K
DOUG
Douglas Elliman Inc.

Real Estate
-721
- 3.6%
$1.53 - $2.95 $1.1K - $2.13K
19.3K $44K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-489
- 9.77%
$224.16 - $285.86 $110K - $140K
4.52K $1.29M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-165
- 1.82%
$41.55 - $46.04 $6.86K - $7.6K
8.88K $408K
CMI
Cummins Inc

Industrials
-101
- 3.06%
$267.12 - $336.65 $27K - $34K
3.21K $1.05M
ON
On Semiconductor Corp

Technology
-1.57K
- 19.08%
$31.95 - $54.21 $50.3K - $85.3K
6.67K $349K
MDB
Mongo Db, Inc.

Technology
-213
- 12.6%
$145.85 - $225.38 $31.1K - $48K
1.48K $310K
SF
Stifel Financial Corp

Financial Services
-159
- 4.88%
$76.49 - $103.78 $12.2K - $16.5K
3.1K $321K
ALLE
Allegion PLC

Industrials
-70
- 3.98%
$118.52 - $145.64 $8.3K - $10.2K
1.69K $243K
SAP
Sap Se

Technology
-1.49K
- 11.34%
$237.53 - $309.8 $355K - $463K
11.7K $3.55M
ANSS
Ansys Inc

Technology
-105
- 6.79%
$284.19 - $351.22 $29.8K - $36.9K
1.44K $506K
PPG
Ppg Industries Inc

Basic Materials
-156
- 1.99%
$91.66 - $115.04 $14.3K - $17.9K
7.68K $873K
EWBC
East West Bancorp Inc

Financial Services
-170
- 5.74%
$71.03 - $101.75 $12.1K - $17.3K
2.79K $282K
FSMD
Fidelity Covington Tr Small Mi

ETFs
-10
- 0.12%
$34.67 - $41.47 $347 - $415
8.13K $337K
AME
Ametek Inc

Industrials
-145
- 2.74%
$151.41 - $182.75 $22K - $26.5K
5.16K $932K
SUB
Ishares Short Term National Mu

ETFs
-6
- 0.02%
$104.77 - $106.34 $629 - $638
31.2K $3.32M
DFAT
Dimensional ETF Tr U S Target

ETFs
-266
- 1.81%
$44.8 - $53.97 $11.9K - $14.4K
14.4K $778K
IFRA
Ishares Tr

ETFs
-807
- 5.3%
$40.97 - $49.19 $33.1K - $39.7K
14.4K $708K
IWS
Ishares Russell Midcap Value E

ETFs
-209
- 2.48%
$110.58 - $132.14 $23.1K - $27.6K
8.23K $1.09M
PNR
Pentair PLC

Industrials
-138
- 5.3%
$76.17 - $103.58 $10.5K - $14.3K
2.46K $252K
XLU
Utilities Sector Spdr

ETFs
-443
- 2.04%
$73.09 - $82.77 $32.4K - $36.7K
21.3K $1.74M
CHT
Chunghwa Telecom CO LTD

Communication Services
-825
- 9.63%
$37.72 - $46.87 $31.1K - $38.7K
7.74K $360K
BMO
Bank Of Montreal

Financial Services
-130
- 4.91%
$87.54 - $110.63 $11.4K - $14.4K
2.52K $278K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-292
- 1.37%
$5.24 - $6.81 $1.53K - $1.99K
21.1K $143K
IYJ
Ishares Tr

ETFs
-64
- 2.17%
$115.07 - $142.31 $7.36K - $9.11K
2.88K $410K
TROW
Price T Rowe Group Inc

Financial Services
-72
- 0.97%
$80.27 - $98.06 $5.78K - $7.06K
7.32K $706K
GM
General Motors CO

Consumer Cyclical
-866
- 2.63%
$42.48 - $50.46 $36.8K - $43.7K
32.1K $1.58M
FHN
First Horizon Corp

Financial Services
-536
- 2.37%
$16.21 - $21.2 $8.69K - $11.4K
22K $467K
AVDE
American Centy ETF Tr Avantis

ETFs
-119
- 2.43%
$59.32 - $74.36 $7.06K - $8.85K
4.78K $353K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-51
- 1.79%
$376.48 - $440.65 $19.2K - $22.5K
2.8K $1.24M
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-744
- 2.12%
$12.82 - $18.15 $9.54K - $13.5K
34.4K $576K
PAYC
Paycom Software, Inc.

Technology
-107
- 2.26%
$193.07 - $265.71 $20.7K - $28.4K
4.64K $1.07M
HUBB
Hubbell Inc

Industrials
-39
- 5.52%
$315.94 - $408.41 $12.3K - $15.9K
667 $272K
NU
Nu Holdings Ltd.

Financial Services
-370
- 2.83%
$9.6 - $13.72 $3.55K - $5.08K
12.7K $174K
LBRDK
Liberty Broadband Corp

Communication Services
-220
- 4.58%
$73.65 - $101.29 $16.2K - $22.3K
4.58K $450K
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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