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
ITA
Ishares Tr

ETFs
-55
- 3.66%
$135.31 - $188.64 $7.44K - $10.4K
1.45K $272K
RRX
Regal Rexnord Corp

Industrials
-182
- 8.0%
$94.06 - $147.0 $17.1K - $26.8K
2.09K $303K
SCHC
Schwab Strategic Tr Intl Small

ETFs
-2.74K
- 11.42%
$32.41 - $42.59 $88.7K - $117K
21.2K $904K
NTR
Nutrien Ltd.

Basic Materials
-65
- 1.17%
$46.88 - $62.89 $3.05K - $4.09K
5.49K $319K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-1.47K
- 6.64%
$59.98 - $74.92 $87.9K - $110K
20.6K $1.53M
HSBC
Hsbc Holdings PLC

Financial Services
-482
- 2.06%
$46.68 - $61.09 $22.5K - $29.4K
23K $1.4M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-26
- 1.78%
$149.56 - $212.83 $3.89K - $5.53K
1.44K $305K
FITB
Fifth Third Bancorp

Financial Services
-767
- 1.74%
$33.32 - $41.51 $25.6K - $31.8K
43.4K $1.79M
NSC
Norfolk Southern Corp

Industrials
-503
- 5.24%
$206.34 - $257.46 $104K - $130K
9.1K $2.33M
EFX
Equifax Inc

Industrials
-54
- 1.23%
$205.5 - $280.54 $11.1K - $15.1K
4.35K $1.13M
EMB
Ishares Tr

ETFs
-3.26K
- 1.83%
$86.54 - $92.62 $282K - $302K
175K $16.2M
GIB
Cgi Inc

Technology
-1.23K
- 3.22%
$96.47 - $109.59 $119K - $135K
36.9K $3.87M
VNQI
Vanguard Global Ex U.S. Real

ETFs
-165K
- 12.23%
$37.77 - $46.15 $6.23M - $7.61M
1.18M $54.6M
PINS
Pinterest, Inc.

Communication Services
-875
- 4.5%
$24.21 - $35.95 $21.2K - $31.5K
18.6K $665K
IYY
Ishares Tr

ETFs
-25
- 0.54%
$120.9 - $150.87 $3.02K - $3.77K
4.62K $696K
RF
Regions Financial Corp

Financial Services
-2.49K
- 3.56%
$18.34 - $23.52 $45.6K - $58.4K
67.4K $1.59M
CASH
Meta Financial Group Inc

Financial Services
-1
- 0.01%
$67.2 - $83.08 $67.2 - $83.1
10.8K $855K
RACE
Ferrari N.V.

Consumer Cyclical
-65
- 4.09%
$397.86 - $499.02 $25.9K - $32.4K
1.53K $748K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-93
- 0.86%
$58.41 - $72.69 $5.43K - $6.76K
10.8K $783K
WTFC
Wintrust Financial Corp

Financial Services
-51
- 0.78%
$95.17 - $124.21 $4.85K - $6.33K
6.47K $802K
UL
Unilever PLC

Consumer Defensive
-15.9K
- 2.47%
$57.9 - $65.43 $918K - $1.04M
626K $38.3M
CBRE
Cbre Group, Inc.

Real Estate
-151
- 1.48%
$113.94 - $140.12 $17.2K - $21.2K
10K $1.4M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-3.37K
- 6.79%
$30.87 - $39.17 $104K - $132K
46.3K $1.81M
PWB
Invesco Exchange Traded Fd Tr

ETFs
-8.09K
- 16.77%
$86.24 - $117.44 $698K - $950K
40.2K $4.72M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-74
- 1.45%
$104.23 - $134.39 $7.71K - $9.94K
5.02K $674K
AVUS
American Centy ETF Tr Avantis

ETFs
-90
- 0.75%
$81.38 - $100.82 $7.32K - $9.07K
11.9K $1.2M
GWW
W.W. Grainger, Inc.

Industrials
-77
- 2.23%
$919.93 - $1101.66 $70.8K - $84.8K
3.38K $3.51M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.47K
- 3.39%
$152.93 - $181.74 $225K - $267K
41.9K $7.61M
MMM
3 M CO

Industrials
-85
- 0.39%
$126.09 - $154.15 $10.7K - $13.1K
21.9K $3.33M
HBAN
Huntington Bancshares Inc

Financial Services
-1.44K
- 1.93%
$12.49 - $16.76 $17.9K - $24.1K
72.9K $1.22M
EME
Emcor Group, Inc.

Industrials
-113
- 11.18%
$342.02 - $534.89 $38.6K - $60.4K
898 $480K
XPO
Xpo Logistics, Inc.

Industrials
-67
- 1.06%
$91.46 - $128.1 $6.13K - $8.58K
6.26K $790K
RELX
Relx PLC

Communication Services
-7.39K
- 5.63%
$45.31 - $55.66 $335K - $411K
124K $6.73M
ING
Ing Groep Nv

Financial Services
-1.28K
- 1.99%
$16.62 - $21.98 $21.2K - $28.1K
62.8K $1.37M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.6K
- 1.39%
$81.46 - $94.63 $130K - $151K
114K $10.8M
CRM
Salesforce, Inc.

Technology
-1.32K
- 1.19%
$236.26 - $291.15 $311K - $384K
110K $30M
HCA
Hca Healthcare, Inc.

Healthcare
-272
- 4.48%
$317.61 - $387.52 $86.4K - $105K
5.79K $2.22M
BCS
Barclays PLC

Financial Services
-1.1K
- 2.45%
$12.69 - $18.61 $13.9K - $20.4K
43.5K $809K
HPE
Hewlett Packard Enterprise CO

Technology
-466
- 1.66%
$12.51 - $20.45 $5.83K - $9.53K
27.6K $564K
BX
Blackstone Inc.

Financial Services
-129
- 0.79%
$120.07 - $151.11 $15.5K - $19.5K
16.2K $2.43M
MSCI
Msci Inc.

Financial Services
-96
- 0.54%
$506.56 - $576.74 $48.6K - $55.4K
17.6K $10.2M
XLI
Industrial Sector Spdr

ETFs
-1.25K
- 6.13%
$116.42 - $147.52 $146K - $185K
19.2K $2.83M
IDXX
Idexx Laboratories Inc

Healthcare
-200
- 8.95%
$361.04 - $536.34 $72.2K - $107K
2.04K $1.09M
ROK
Rockwell Automation, Inc

Industrials
-558
- 11.97%
$218.97 - $332.17 $122K - $185K
4.11K $1.36M
CAH
Cardinal Health Inc

Healthcare
-1
- 0.02%
$125.0 - $168.0 $125 - $168
5.37K $901K
KB
Kb Financial Group Inc.

Financial Services
-15
- 0.26%
$46.88 - $82.59 $703 - $1.24K
5.81K $479K
RMD
Resmed Inc

Healthcare
-39
- 0.73%
$204.54 - $258.0 $7.98K - $10.1K
5.3K $1.37M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.25K
- 2.74%
$73.0 - $85.5 $91.1K - $107K
44.3K $3.73M
SPYG
Spdr Portfolio

ETFs
-8.18K
- 12.81%
$71.83 - $95.32 $588K - $780K
55.7K $5.31M
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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