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 |
|---|---|
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $19.8M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $19.1M |
IRMIRON MOUNTAIN, INC. | $18.7M |
IWDISHARES RUSSELL 1000 VALUE ETF | $18.5M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $18.4M |
UBERUBER TECHNOLOGIES, INC. | $18.3M |
CATCATERPILLAR INC. | $18.2M |
AMGNAMGEN INC. | $18.1M |
JJACOBS SOLUTIONS INC. | $17.7M |
IAU*ISHARES GOLD TRUST | $17.7M |
SYKSTRYKER CORPORATION | $17.4M |
CMECME GROUP INC. CLASS A | $16.9M |
KNSLKINSALE CAPITAL GROUP, INC. | $16.8M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $16.2M |
VVVANGUARD LARGE-CAP ETF | $16.2M |
BAIISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $16.1M |
ADPAUTOMATIC DATA PROCESSING, INC. | $15.6M |
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | $15.5M |
CRAICRA INTERNATIONAL, INC. | $15.5M |
IWVISHARES RUSSELL 3000 ETF | $15.4M |
AQLTISHARES IBONDS DEC 2025 TERM TREASURY ETF | $15.2M |
CLCOLGATE-PALMOLIVE COMPANY | $15.1M |
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $15.0M |
FFIVF5, INC. | $15.0M |
SCHZSCHWAB US AGGREGATE BOND ETF | $14.9M |
WFCWELLS FARGO & COMPANY | $14.9M |
EMREMERSON ELECTRIC CO. | $14.8M |
ACWIISHARES MSCI ACWI ETF | $14.8M |
AJGARTHUR J. GALLAGHER & CO. | $14.0M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $13.8M |
IWMISHARES RUSSELL 2000 ETF | $13.4M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $13.3M |
TRITHOMSON REUTERS CORPORATION | $13.2M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $13.2M |
ETNEATON CORP. PLC | $13.0M |
CHRWC.H. ROBINSON WORLDWIDE, INC. | $13.0M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $13.0M |
IEURISHARES CORE MSCI EUROPE ETF | $12.9M |
RSGREPUBLIC SERVICES, INC. | $12.4M |
BSJPINVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | $12.3M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $12.2M |
NKENIKE, INC. CLASS B | $12.1M |
WDAYWORKDAY, INC. CLASS A | $12.1M |
FERGFERGUSON ENTERPRISES INC. | $12.1M |
CITCINTAS CORPORATION | $12.0M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $11.7M |
TAT&T INC | $11.6M |
SCMBSCHWAB MUNICIPAL BOND ETF | $11.6M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.6M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $11.6M |
HONHONEYWELL INTERNATIONAL INC. | $11.6M |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $11.6M |
BALLBALL CORPORATION | $11.5M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $11.5M |
HEIHEICO CORPORATION | $11.5M |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $11.4M |
TSCOTRACTOR SUPPLY COMPANY | $11.3M |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $11.2M |
GEGE AEROSPACE | $11.1M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $10.9M |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $10.9M |
IUSVISHARES CORE S&P US VALUE ETF | $10.8M |
KOCOCA-COLA COMPANY | $10.7M |
DEODIAGEO PLC SPONSORED ADR | $10.7M |
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF | $10.7M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $10.6M |
TMOTHERMO FISHER SCIENTIFIC INC. | $10.6M |
BNLBROADSTONE NET LEASE, INC. | $10.5M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $10.5M |
TXNTEXAS INSTRUMENTS INCORPORATED | $10.4M |
BACBANK OF AMERICA CORP | $10.2M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $10.1M |
ZTSZOETIS, INC. CLASS A | $10.0M |
AMDADVANCED MICRO DEVICES, INC. | $10.0M |
MRKMERCK & CO., INC. | $9.9M |
IYFISHARES U.S. FINANCIALS ETF | $9.9M |
XYLXYLEM INC. | $9.9M |
FLOTISHARES FLOATING RATE BOND ETF | $9.9M |
NEENEXTERA ENERGY, INC. | $9.8M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $9.7M |
BACVERIZON COMMUNICATIONS INC. | $9.7M |
STESTERIS PLC | $9.6M |
VTVANGUARD TOTAL WORLD STOCK ETF | $9.5M |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $9.5M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $9.4M |
BABOEING COMPANY | $9.4M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $9.3M |
NVSNNOVARTIS AG SPONSORED ADR | $9.3M |
ODFLOLD DOMINION FREIGHT LINE, INC. | $9.2M |
UNHUNITEDHEALTH GROUP INCORPORATED | $9.2M |
OTISOTIS WORLDWIDE CORPORATION | $9.2M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $9.0M |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $8.9M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $8.9M |
FSVFIRSTSERVICE CORP | $8.9M |
UNPUNION PACIFIC CORPORATION | $8.8M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $8.5M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $8.4M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $8.4M |
ADIANALOG DEVICES, INC. | $8.3M |