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 |
|---|---|
AQLTISHARES IBONDS DEC 2025 TERM TREASURY ETF | $8.8M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $8.8M |
POOLPOOL CORPORATION | $8.8M |
PAYXPAYCHEX, INC. | $8.6M |
NVSNNOVARTIS AG SPONSORED ADR | $8.6M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $8.6M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $8.5M |
GEGE AEROSPACE | $8.4M |
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $8.3M |
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | $8.2M |
SCHASCHWAB U.S. SMALL-CAP ETF | $8.1M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $7.9M |
WSOWATSCO, INC. | $7.9M |
BACVERIZON COMMUNICATIONS INC. | $7.8M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $7.8M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $7.8M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $7.6M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $7.6M |
MORNMORNINGSTAR, INC. | $7.6M |
ITGARTNER, INC. | $7.6M |
ADIANALOG DEVICES, INC. | $7.5M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $7.5M |
ESGUISHARES ESG AWARE MSCI USA ETF | $7.4M |
SOSOUTHERN COMPANY | $7.3M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $7.1M |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $7.0M |
ORLYO'REILLY AUTOMOTIVE, INC. | $7.0M |
IYHISHARES U.S. HEALTHCARE ETF | $6.9M |
PANWPALO ALTO NETWORKS, INC. | $6.8M |
AMDADVANCED MICRO DEVICES, INC. | $6.8M |
FISVFISERV, INC. | $6.7M |
TJXTJX COMPANIES INC | $6.6M |
EFAISHARES MSCI EAFE ETF | $6.6M |
RELXRELX PLC SPONSORED ADR | $6.6M |
BABOEING COMPANY | $6.6M |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $6.6M |
GSGOLDMAN SACHS GROUP, INC. | $6.5M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.5M |
PLDPROLOGIS, INC. | $6.4M |
ICVTISHARES CONVERTIBLE BOND ETF | $6.3M |
FALNISHARES FALLEN ANGELS USD BOND ETF | $6.3M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $6.3M |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $6.3M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $6.3M |
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF | $6.2M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $6.1M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.1M |
COPCONOCOPHILLIPS | $6.1M |
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | $6.0M |
VOVANGUARD MID-CAP ETF | $5.8M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $5.8M |
VRTXVERTEX PHARMACEUTICALS INCORPORATED | $5.8M |
HDBHDFC BANK LIMITED SPONSORED ADR | $5.8M |
NOCNORTHROP GRUMMAN CORP. | $5.8M |
LINLINDE PLC | $5.8M |
LRCXLAM RESEARCH CORPORATION | $5.8M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $5.7M |
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF | $5.7M |
TRMBTRIMBLE INC. | $5.6M |
IPACISHARES CORE MSCI PACIFIC ETF | $5.6M |
CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A | $5.5M |
DUKDUKE ENERGY CORPORATION | $5.5M |
LNTALLIANT ENERGY CORPORATION | $5.4M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $5.3M |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $5.3M |
IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5.3M |
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $5.3M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $5.2M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $5.2M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $5.1M |
PGRPROGRESSIVE CORPORATION | $4.9M |
AQLTISHARES SELECT DIVIDEND ETF | $4.9M |
IWRISHARES RUSSELL MIDCAP ETF | $4.9M |
DWDMORGAN STANLEY | $4.9M |
NSSCNAPCO SECURITY TECHNOLOGIES, INC. | $4.8M |
BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A. SPONSORED ADR | $4.8M |
PFEPFIZER INC. | $4.7M |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $4.7M |
PSXPHILLIPS 66 | $4.7M |
PWBINVESCO LARGE CAP GROWTH ETF | $4.6M |
CSXCSX CORPORATION | $4.5M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $4.5M |
CICIGNA GROUP | $4.5M |
LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | $4.5M |
QCRHQCR HOLDINGS, INC. | $4.5M |
CBCHUBB LIMITED | $4.5M |
AMLPALERIAN MLP ETF | $4.4M |
BSXBOSTON SCIENTIFIC CORPORATION | $4.4M |
SCMBSCHWAB MUNICIPAL BOND ETF | $4.4M |
EOGEOG RESOURCES, INC. | $4.4M |
OBDCBLUE OWL CAPITAL CORPORATION | $4.4M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.4M |
RYROYAL BANK OF CANADA | $4.4M |
AMATAPPLIED MATERIALS, INC. | $4.3M |
AZOAUTOZONE, INC. | $4.3M |
MCOMOODY'S CORPORATION | $4.2M |
FQIDIGITAL REALTY TRUST, INC. | $4.2M |
DHID.R. HORTON, INC. | $4.1M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.1M |
NTRSNORTHERN TRUST CORPORATION | $4.0M |