UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$11.7B
Holdings
1,055
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,055 positions)
| Stock | Value |
|---|---|
NFLXNETFLIX, INC. | $22.7M |
TSLATESLA, INC. | $22.5M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $22.3M |
NDQINVESCO QQQ TRUST SERIES I | $22.0M |
ITWILLINOIS TOOL WORKS INC. | $21.9M |
GDGENERAL DYNAMICS CORPORATION | $21.6M |
NDAQNASDAQ, INC. | $21.5M |
DHRDANAHER CORPORATION | $21.3M |
GILDGILEAD SCIENCES, INC. | $21.2M |
BKNGBOOKING HOLDINGS INC. | $20.9M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $20.5M |
AMGNAMGEN INC. | $20.0M |
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | $19.8M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $19.4M |
PHPARKER-HANNIFIN CORPORATION | $19.2M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $19.2M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $18.4M |
IWDISHARES RUSSELL 1000 VALUE ETF | $18.3M |
KNSLKINSALE CAPITAL GROUP, INC. | $17.5M |
SCHZSCHWAB US AGGREGATE BOND ETF | $16.8M |
SYKSTRYKER CORPORATION | $16.7M |
CMECME GROUP INC. CLASS A | $16.6M |
JJACOBS SOLUTIONS INC. | $16.2M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $16.2M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $16.1M |
CATCATERPILLAR INC. | $16.0M |
CLCOLGATE-PALMOLIVE COMPANY | $15.9M |
IRMIRON MOUNTAIN, INC. | $15.8M |
ADPAUTOMATIC DATA PROCESSING, INC. | $15.8M |
APHAMPHENOL CORPORATION CLASS A | $15.7M |
AJGARTHUR J. GALLAGHER & CO. | $15.3M |
BLKBLACKROCK, INC. | $15.1M |
NKENIKE, INC. CLASS B | $15.1M |
VVVANGUARD LARGE-CAP ETF | $14.9M |
CRAICRA INTERNATIONAL, INC. | $14.6M |
CHRWC.H. ROBINSON WORLDWIDE, INC. | $14.5M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $14.4M |
WFCWELLS FARGO & COMPANY | $14.2M |
IWVISHARES RUSSELL 3000 ETF | $14.2M |
TMOTHERMO FISHER SCIENTIFIC INC. | $13.9M |
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $13.8M |
FFIVF5, INC. | $13.6M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $13.6M |
ACWIISHARES MSCI ACWI ETF | $13.4M |
FLOTISHARES FLOATING RATE BOND ETF | $13.0M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $13.0M |
UBERUBER TECHNOLOGIES, INC. | $12.9M |
BSJPINVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | $12.8M |
EMREMERSON ELECTRIC CO. | $12.7M |
RSGREPUBLIC SERVICES, INC. | $12.6M |
IWMISHARES RUSSELL 2000 ETF | $12.4M |
BALLBALL CORPORATION | $12.2M |
IEURISHARES CORE MSCI EUROPE ETF | $12.2M |
TSCOTRACTOR SUPPLY COMPANY | $12.1M |
BNLBROADSTONE NET LEASE, INC. | $12.1M |
TRITHOMSON REUTERS CORPORATION | $11.9M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR | $11.9M |
WDAYWORKDAY, INC. CLASS A | $11.7M |
MRKMERCK & CO., INC. | $11.7M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $11.6M |
CITCINTAS CORPORATION | $11.4M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $11.4M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.1M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $10.9M |
NOWSERVICENOW, INC. | $10.9M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $10.9M |
DEODIAGEO PLC SPONSORED ADR | $10.8M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $10.8M |
IUSVISHARES CORE S&P US VALUE ETF | $10.7M |
KOCOCA-COLA COMPANY | $10.6M |
HONHONEYWELL INTERNATIONAL INC. | $10.5M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $10.2M |
UNPUNION PACIFIC CORPORATION | $10.2M |
TAT&T INC | $10.1M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $10.1M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $10.1M |
MSCIMSCI INC. CLASS A | $10.0M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $10.0M |
VTVANGUARD TOTAL WORLD STOCK ETF | $10.0M |
NEENEXTERA ENERGY, INC. | $10.0M |
ODFLOLD DOMINION FREIGHT LINE, INC. | $9.9M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $9.8M |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $9.8M |
OTISOTIS WORLDWIDE CORPORATION | $9.7M |
HEIHEICO CORPORATION | $9.7M |
TXNTEXAS INSTRUMENTS INCORPORATED | $9.5M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $9.4M |
ETNEATON CORP. PLC | $9.4M |
IYFISHARES U.S. FINANCIALS ETF | $9.4M |
STESTERIS PLC | $9.3M |
MCDMCDONALD'S CORPORATION | $9.2M |
BACBANK OF AMERICA CORP | $9.2M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $9.2M |
XYLXYLEM INC. | $9.1M |
ALCALCON AG | $9.0M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $8.9M |
FSVFIRSTSERVICE CORP | $8.9M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $8.9M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $8.9M |
FERGFERGUSON ENTERPRISES INC. | $8.9M |