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)

StockValue
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
$204K
LVSLAS VEGAS SANDS CORP.
$204K
BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF
$203K
FXOFIRST TRUST FINANCIALS ALPHADEX FUND
$203K
CRBGCOREBRIDGE FINANCIAL, INC.
$203K
EQHEQUITABLE HOLDINGS, INC.
$202K
IM8NINSMED INCORPORATED
$202K
UIUBIQUITI INC.
$202K
FSLRFIRST SOLAR, INC.
$201K
HSTHOST HOTELS & RESORTS, INC.
$201K
GILGILDAN ACTIVEWEAR INC.
$201K
TSTENARIS S.A. SPONSORED ADR
$201K
CBTCABOT CORPORATION
$201K
JEFJEFFERIES FINANCIAL GROUP INC.
$200K
SOFISOFI TECHNOLOGIES INC
$200K
TELFYTELEFONICA SA SPONSORED ADR
$197K
AEGAEGON LTD. SPONSORED ADR
$196K
GAINGLADSTONE INVESTMENT CORPORATION
$193K
GOODGLADSTONE COMMERCIAL CORPORATION
$192K
ASXASE TECHNOLOGY HOLDING CO., LTD. SPONSORED ADR
$180K
CORZWCORE SCIENTIFIC INC WARRANT 2024-19.01.27 ON CORE SCIENTIFIC
$175K
NUNU HOLDINGS LTD. CLASS A
$174K
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR
$174K
RIVNRIVIAN AUTOMOTIVE, INC. CLASS A
$162K
UGUNITED-GUARDIAN, INC.
$161K
ITUBITAU UNIBANCO HOLDING S.A. SPONSORED ADR PFD
$143K
UMCUNITED MICROELECTRONICS CORP. SPONSORED ADR
$133K
WENWENDY'S COMPANY
$126K
AVKADVENT CONVERTIBLE AND INCOME FUND
$121K
PGXINVESCO PREFERRED ETF
$121K
AALAMERICAN AIRLINES GROUP INC.
$118K
PTONPELOTON INTERACTIVE, INC. CLASS A
$116K
METAMETA PLATFORMS INC CLASS A
$114K
CIONCION INVESTMENT CORP.
$110K
FSLYFASTLY, INC. CLASS A
$97K
TKCTURKCELL ILETISIM HIZMETLERI A.S. SPONSORED ADR
$88K
COSTCOSTCO WHOLESALE CORPORATION
$85K
SPYSPDR S&P 500 ETF TRUST
$72K
IVVDINVIVYD, INC.
$69K
BBDBANCO BRADESCO SA SPONSORED ADR PFD
$56K
IGRCBRE GLOBAL REAL ESTATE INCOME FUND
$55K
MPTMEDICAL PROPERTIES TRUST, INC.
$52K
CCIVGBPLUCID GROUP, INC.
$51K
P5YBRF S.A. SPONSORED ADR
$49K
SPGIS&P GLOBAL, INC.
$49K
MAMASTERCARD INCORPORATED CLASS A
$45K
DOUGDOUGLAS ELLIMAN INC.
$45K
ISRGINTUITIVE SURGICAL, INC.
$44K
ASMLASML HOLDING NV SPONSORED ADR
$43K
INTUINTUIT INC.
$36K
NFLXNETFLIX, INC.
$32K
DEDEERE & COMPANY
$27K
BKNGBOOKING HOLDINGS INC.
$26K
NDQINVESCO QQQ TRUST SERIES I
$25K
ROPROPER TECHNOLOGIES, INC.
$23K
PHPARKER-HANNIFIN CORPORATION
$22K
LDILOANDEPOT, INC. CLASS A
$18K
NOTVINOTIV, INC.
$18K
BLKBLACKROCK, INC.
$17K
NOWSERVICENOW, INC.
$15K
MSCIMSCI INC. CLASS A
$10K
GSGOLDMAN SACHS GROUP, INC.
$6K
MCOMOODY'S CORPORATION
$5K
GEVGE VERNOVA INC.
$4K
SPOTSPOTIFY TECHNOLOGY SA
$4K
KLACKLA CORPORATION
$4K
AZOAUTOZONE, INC.
$4K
BRK-BBERKSHIRE HATHAWAY INC. CLASS A
$4K
GWWW.W. GRAINGER, INC.
$4K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$3K
VGTVANGUARD INFORMATION TECHNOLOGY ETF
$3K
MCKMCKESSON CORPORATION
$3K
EQIXEQUINIX, INC.
$3K
SNPSSYNOPSYS, INC.
$2K
A4SAMERIPRISE FINANCIAL, INC.
$2K
T7DTRANSDIGM GROUP INCORPORATED
$2K
URIUNITED RENTALS, INC.
$2K
MLB1MERCADOLIBRE, INC.
$2K
MLMMARTIN MARIETTA MATERIALS, INC.
$1K
AXONAXON ENTERPRISE INC
$1K
REGNREGENERON PHARMACEUTICALS, INC.
$1K
IDXXIDEXX LABORATORIES, INC.
$1K
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