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 |
|---|---|
UPSUNITED PARCEL SERVICE, INC. CLASS B | $8.3M |
PANWPALO ALTO NETWORKS, INC. | $8.3M |
MCDMCDONALD'S CORPORATION | $8.2M |
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $8.1M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $8.0M |
PAYXPAYCHEX, INC. | $8.0M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $8.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $7.9M |
MORNMORNINGSTAR, INC. | $7.8M |
POOLPOOL CORPORATION | $7.8M |
HDBHDFC BANK LIMITED SPONSORED ADR | $7.7M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $7.6M |
SOSOUTHERN COMPANY | $7.6M |
ORLYO'REILLY AUTOMOTIVE, INC. | $7.5M |
SCHASCHWAB U.S. SMALL-CAP ETF | $7.5M |
EFAISHARES MSCI EAFE ETF | $7.4M |
ALCALCON AG | $7.3M |
ESGUISHARES ESG AWARE MSCI USA ETF | $7.3M |
LRCXLAM RESEARCH CORPORATION | $7.3M |
COFCAPITAL ONE FINANCIAL CORP | $7.3M |
ITGARTNER, INC. | $7.1M |
PLTRPALANTIR TECHNOLOGIES INC. CLASS A | $7.1M |
TJXTJX COMPANIES INC | $7.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.8M |
WSOWATSCO, INC. | $6.7M |
RELXRELX PLC SPONSORED ADR | $6.7M |
TRMBTRIMBLE INC. | $6.5M |
IYHISHARES U.S. HEALTHCARE ETF | $6.4M |
VOVANGUARD MID-CAP ETF | $6.3M |
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | $6.2M |
NSSCNAPCO SECURITY TECHNOLOGIES, INC. | $6.1M |
DUKDUKE ENERGY CORPORATION | $6.0M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $6.0M |
LINLINDE PLC | $5.9M |
DWDMORGAN STANLEY | $5.9M |
VRTXVERTEX PHARMACEUTICALS INCORPORATED | $5.8M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $5.8M |
IPACISHARES CORE MSCI PACIFIC ETF | $5.8M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $5.7M |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $5.7M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $5.6M |
PFEPFIZER INC. | $5.6M |
CA8ACACI INTERNATIONAL INC CLASS A | $5.6M |
AMATAPPLIED MATERIALS, INC. | $5.5M |
CEGCONSTELLATION ENERGY CORPORATION | $5.5M |
COPCONOCOPHILLIPS | $5.4M |
BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A. SPONSORED ADR | $5.4M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $5.4M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $5.4M |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $5.3M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $5.3M |
NOCNORTHROP GRUMMAN CORP. | $5.2M |
NTRSNORTHERN TRUST CORPORATION | $5.2M |
IWRISHARES RUSSELL MIDCAP ETF | $5.1M |
PTLINSPIRE 500 ETF | $5.1M |
LNTALLIANT ENERGY CORPORATION | $5.1M |
FISVFISERV, INC. | $5.0M |
RYROYAL BANK OF CANADA | $4.9M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $4.9M |
CSXCSX CORPORATION | $4.9M |
LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | $4.8M |
CDNSCADENCE DESIGN SYSTEMS, INC. | $4.8M |
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $4.8M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $4.8M |
PLDPROLOGIS, INC. | $4.8M |
PWBINVESCO LARGE CAP GROWTH ETF | $4.7M |
FQIDIGITAL REALTY TRUST, INC. | $4.7M |
BSXBOSTON SCIENTIFIC CORPORATION | $4.7M |
CICIGNA GROUP | $4.6M |
PGRPROGRESSIVE CORPORATION | $4.6M |
AQLTISHARES SELECT DIVIDEND ETF | $4.5M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $4.5M |
CIGCOMPANHIA ENERGETICA DE MINAS GERAIS SA SPONSORED ADR PFD | $4.4M |
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | $4.3M |
DOVDOVER CORPORATION | $4.3M |
OBDCBLUE OWL CAPITAL CORPORATION | $4.3M |
PSXPHILLIPS 66 | $4.3M |
CBCHUBB LIMITED | $4.3M |
AMLPALERIAN MLP ETF | $4.3M |
QCRHQCR HOLDINGS, INC. | $4.2M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.2M |
MOALTRIA GROUP, INC. | $4.2M |
DSIISHARES ESG MSCI KLD 400 ETF | $4.1M |
FCXFREEPORT-MCMORAN, INC. | $4.0M |
IWBISHARES RUSSELL 1000 ETF | $3.9M |
GIB/ACGI INC. CLASS A | $3.9M |
ELVELEVANCE HEALTH, INC. | $3.8M |
MUMICRON TECHNOLOGY, INC. | $3.8M |
PWRQUANTA SERVICES, INC. | $3.8M |
SOXXISHARES SEMICONDUCTOR ETF | $3.8M |
CMCSACOMCAST CORPORATION CLASS A | $3.7M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $3.7M |
BIBLINSPIRE 100 ETF | $3.7M |
GQ9SPDR GOLD SHARES | $3.7M |
HLTHILTON WORLDWIDE HOLDINGS INC. | $3.7M |
ICVTISHARES CONVERTIBLE BOND ETF | $3.7M |
SCHWCHARLES SCHWAB CORP | $3.6M |
8CWCROWN CASTLE INC. | $3.6M |
DHID.R. HORTON, INC. | $3.6M |
MNSTMONSTER BEVERAGE CORPORATION | $3.6M |