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 |
|---|---|
EAELECTRONIC ARTS INC. | $578K |
ULTAULTA BEAUTY INC. | $577K |
PG4PRINCIPAL FINANCIAL GROUP, INC. | $568K |
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | $566K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $566K |
VFHVANGUARD FINANCIALS ETF | $565K |
EIXEDISON INTERNATIONAL | $563K |
EVRGEVERGY, INC. | $561K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $557K |
CCLCARNIVAL CORPORATION | $555K |
SMCISUPER MICRO COMPUTER, INC. | $554K |
VDEVANGUARD ENERGY ETF | $554K |
OWLBLUE OWL CAPITAL, INC. CLASS A | $553K |
BAXBAXTER INTERNATIONAL INC. | $552K |
DGXQUEST DIAGNOSTICS INCORPORATED | $552K |
RIORIO TINTO PLC SPONSORED ADR | $550K |
BLDRBUILDERS FIRSTSOURCE, INC. | $550K |
HSYHERSHEY COMPANY | $548K |
SONSONOCO PRODUCTS COMPANY | $543K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $542K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $541K |
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR | $540K |
KDPKEURIG DR PEPPER INC. | $537K |
GLGLOBE LIFE INC. | $533K |
WYWEYERHAEUSER COMPANY | $533K |
KELKELLANOVA | $531K |
CYBRCYBERARK SOFTWARE LTD. | $527K |
SUISUN COMMUNITIES, INC. | $525K |
NETCLOUDFLARE INC CLASS A | $525K |
CPAYCORPAY, INC. | $522K |
MASMASCO CORPORATION | $521K |
WBAWALGREENS BOOTS ALLIANCE, INC. | $519K |
CNPCENTERPOINT ENERGY, INC. | $514K |
CLXCLOROX COMPANY | $513K |
CAVACAVA GROUP, INC. | $512K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $512K |
CDWCDW CORPORATION | $508K |
REGREGENCY CENTERS CORPORATION | $505K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $502K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. | $495K |
INVHINVITATION HOMES, INC. | $493K |
ARCCARES CAPITAL CORPORATION | $492K |
FBINFORTUNE BRANDS INNOVATIONS, INC. | $491K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $490K |
AKXANSYS, INC. | $490K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $489K |
SCCOSOUTHERN COPPER CORPORATION | $484K |
NGGNATIONAL GRID PLC SPONSORED ADR | $483K |
EMNEASTMAN CHEMICAL COMPANY | $480K |
FEFIRSTENERGY CORP. | $478K |
KHCKRAFT HEINZ COMPANY | $477K |
TAKTAKEDA PHARMACEUTICAL CO. LTD. SPONSORED ADR | $475K |
WRBW. R. BERKLEY CORPORATION | $474K |
STXSEAGATE TECHNOLOGY HOLDINGS PLC | $474K |
WCNWASTE CONNECTIONS, INC. | $474K |
XYZBLOCK, INC. CLASS A | $474K |
LYBLYONDELLBASELL INDUSTRIES NV | $473K |
LLOEWS CORPORATION | $470K |
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF | $468K |
WBDWARNER BROS. DISCOVERY, INC. SERIES A | $465K |
TXTTEXTRON INC. | $464K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $464K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $464K |
BERYEURBERRY GLOBAL GROUP INC | $463K |
BIIBBIOGEN INC. | $462K |
ZIONZIONS BANCORPORATION NA | $460K |
HMCHONDA MOTOR CO., LTD. SPONSORED ADR | $457K |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $451K |
PPLPPL CORPORATION | $451K |
ISMDINSPIRE SMALL/MID CAP ETF | $451K |
IYMISHARES U.S. BASIC MATERIALS ETF | $451K |
WECWEC ENERGY GROUP INC | $450K |
FSEPFT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $449K |
JBLJABIL INC. | $444K |
EGPEASTGROUP PROPERTIES, INC. | $443K |
AMHAMERICAN HOMES 4 RENT CLASS A | $442K |
AVYAVERY DENNISON CORPORATION | $441K |
GRMNGARMIN LTD. | $441K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $439K |
FT2FIRST HORIZON CORPORATION | $438K |
VRPINVESCO VARIABLE RATE PREFERRED ETF | $435K |
BROBROWN & BROWN, INC. | $435K |
IQVIQVIA HOLDINGS INC | $434K |
HPEHEWLETT PACKARD ENTERPRISE CO. | $433K |
EXPEEXPEDIA GROUP, INC. | $433K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $429K |
CINFCINCINNATI FINANCIAL CORPORATION | $429K |
CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $429K |
IBTPISHARES IBONDS DEC 2034 TERM TREASURY ETF | $427K |
IBMSISHARES IBONDS DEC 2032 TERM TREASURY ETF | $426K |
ADMARCHER-DANIELS-MIDLAND COMPANY | $426K |
IBTOISHARES IBONDS DEC 2033 TERM TREASURY ETF | $425K |
LDOSLEIDOS HOLDINGS, INC. | $424K |
FDECFT VEST US EQUITY BUFFER ETF - DECEMBER | $424K |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $420K |
AHRAMERICAN HEALTHCARE REIT, INC. | $415K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $414K |
ALNYALNYLAM PHARMACEUTICALS, INC | $414K |
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $412K |
VNOVORNADO REALTY TRUST | $411K |