UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$12.4B
Holdings
1,082
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,082 positions)
| Stock | Value |
|---|---|
STMSTMICROELECTRONICS NV SPONSORED ADR REGS | $282K |
ROLROLLINS, INC. | $282K |
BMOBANK OF MONTREAL | $279K |
VXFVANGUARD EXTENDED MARKET ETF | $277K |
ESSESSEX PROPERTY TRUST, INC. | $277K |
CRCCANADIAN NATURAL RESOURCES LIMITED | $275K |
OGEOGE ENERGY CORP. | $274K |
LOGILOGITECH INTERNATIONAL S.A. | $273K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $273K |
HUBBHUBBELL INCORPORATED | $272K |
DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $272K |
PCGPG&E CORPORATION | $270K |
DKSDICK'S SPORTING GOODS, INC. | $269K |
WHWYNDHAM HOTELS & RESORTS, INC. | $269K |
HTGCHERCULES CAPITAL, INC. | $268K |
BAXBAXTER INTERNATIONAL INC. | $268K |
RIORIO TINTO PLC SPONSORED ADR | $267K |
HLALWAHED FTSE USA SHARIAH ETF | $266K |
AMTMAMENTUM HOLDINGS, INC. | $265K |
SWSMURFIT WESTROCK PLC | $264K |
ERICTELEFONAKTIEBOLAGET LM ERICSSON SPONSORED ADR CLASS B | $264K |
GDDYGODADDY, INC. CLASS A | $263K |
FOCTFT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $262K |
DAYDAYFORCE, INC. | $260K |
RLRALPH LAUREN CORPORATION CLASS A | $260K |
RDYDR. REDDY'S LABORATORIES LTD. SPONSORED ADR | $259K |
ROKUROKU, INC. CLASS A | $259K |
GWREGUIDEWIRE SOFTWARE, INC. | $258K |
BRXBRIXMOR PROPERTY GROUP, INC. | $256K |
GJUNFT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE | $255K |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $253K |
PNRPENTAIR PLC | $253K |
VHTVANGUARD HEALTH CARE ETF | $253K |
CSLCARLISLE COMPANIES INCORPORATED | $252K |
LKQ1LKQ CORPORATION | $252K |
CWCURTISS-WRIGHT CORPORATION | $251K |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $249K |
JLLJONES LANG LASALLE INCORPORATED | $248K |
CVECENOVUS ENERGY INC. | $247K |
WPCW. P. CAREY INC. | $245K |
MHKMOHAWK INDUSTRIES, INC. | $244K |
WSMWILLIAMS-SONOMA, INC. | $244K |
ALLEALLEGION PUBLIC LIMITED COMPANY | $244K |
BBYBEST BUY CO., INC. | $239K |
VTRSVIATRIS, INC. | $239K |
HEIHEICO CORPORATION CLASS A | $238K |
FMSFRESENIUS MEDICAL CARE AG SPONSORED ADR | $237K |
TERTERADYNE, INC. | $237K |
IYEISHARES U.S. ENERGY ETF | $237K |
BCEBCE INC. | $236K |
SFMSPROUTS FARMERS MARKET, INC. | $236K |
WITWIPRO LIMITED SPONSORED ADR | $235K |
RHPRYMAN HOSPITALITY PROPERTIES, INC. | $235K |
BGBUNGE GLOBAL SA | $235K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $234K |
AMGAFFILIATED MANAGERS GROUP, INC. | $234K |
DOXAMDOCS LIMITED | $234K |
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $233K |
ADCAGREE REALTY CORPORATION | $233K |
WTWWILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | $232K |
WBAWALGREENS BOOTS ALLIANCE, INC. | $232K |
INFYINFOSYS LIMITED SPONSORED ADR | $232K |
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE | $231K |
FYBRFRONTIER COMMUNICATIONS PARENT, INC. | $230K |
GGGGRACO INC. | $229K |
HRLHORMEL FOODS CORPORATION | $229K |
AXGNAXOGEN, INC. | $228K |
FMCFMC CORPORATION | $228K |
GENGEN DIGITAL INC. | $227K |
UUNITY SOFTWARE, INC. | $226K |
AEMAGNICO EAGLE MINES LIMITED | $226K |
SPXS1EURDIREXION DAILY S&P 500 BEAR 3X SHARES | $225K |
VODVODAFONE GROUP PUBLIC LIMITED COMPANY SPONSORED ADR | $224K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $224K |
EENI S.P.A. SPONSORED ADR | $224K |
DTMDT MIDSTREAM, INC. | $221K |
JHXJAMES HARDIE INDUSTRIES PLC | $221K |
CADECADENCE BANK | $216K |
NOKNOKIA OYJ SPONSORED ADR | $216K |
EHCENCOMPASS HEALTH CORPORATION | $215K |
AZEKAZEK CO., INC. CLASS A | $213K |
EX9EXELIXIS, INC. | $213K |
DOCUDOCUSIGN, INC. | $212K |
AERAERCAP HOLDINGS NV | $212K |
TOSTTOAST, INC. CLASS A | $212K |
FQALFIDELITY QUALITY FACTOR ETF | $211K |
PFGCPERFORMANCE FOOD GROUP CO | $211K |
THCTENET HEALTHCARE CORPORATION | $211K |
TMHCTAYLOR MORRISON HOME CORPORATION | $211K |
PNFPPINNACLE FINANCIAL PARTNERS, INC. | $210K |
SNASNAP-ON INCORPORATED | $210K |
PSOPEARSON PLC SPONSORED ADR | $208K |
SMRNUSCALE POWER CORPORATION CLASS A | $207K |
SCHPSCHWAB US TIPS ETF | $207K |
PTCPTC INC. | $206K |
USFDUS FOODS HOLDING CORP. | $205K |
HYFIAB HIGH YIELD ETF | $205K |
TCBITEXAS CAPITAL BANCSHARES, INC. | $205K |
SUSUNCOR ENERGY INC. | $204K |
IBDZISHARES IBONDS DEC 2034 TERM CORPORATE ETF | $204K |