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	Shares	Value	% Portfolio	Type
301	WELLWELLTOWER INC.	23,118	$3.6M	0.03%
302	SAPSAP SE SPONSORED ADR	11,685	$3.6M	0.03%
303	IWPISHARES RUSSELL MID-CAP GROWTH ETF	25,208	$3.5M	0.03%
304	INTCINTEL CORPORATION	155,099	$3.5M	0.03%
305	SCHESCHWAB EMERGING MARKETS EQUITY ETF	112,811	$3.4M	0.03%
306	WMWASTE MANAGEMENT, INC.	14,803	$3.4M	0.03%
307	XLFFINANCIAL SELECT SECTOR SPDR FUND	64,568	$3.4M	0.03%
308	MGKVANGUARD MEGA CAP GROWTH ETF	9,200	$3.4M	0.03%
309	LMTLOCKHEED MARTIN CORPORATION	7,255	$3.4M	0.03%
310	MMM3M COMPANY	21,887	$3.3M	0.03%
311	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	31,178	$3.3M	0.03%
312	KMBKIMBERLY-CLARK CORPORATION	25,712	$3.3M	0.03%
313	SUSCISHARES ESG AWARE USD CORPORATE BOND ETF	142,194	$3.3M	0.03%
314	EOGEOG RESOURCES, INC.	27,556	$3.3M	0.03%
315	EAGGISHARES ESG AWARE US AGGREGATE BOND ETF	68,635	$3.3M	0.03%
316	KMIKINDER MORGAN INC CLASS P	108,795	$3.2M	0.03%
317	LAMRLAMAR ADVERTISING COMPANY CLASS A	26,256	$3.2M	0.03%
318	PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF	155,744	$3.2M	0.03%
319	LVLNSPDR S&P REGIONAL BANKING ETF	52,800	$3.1M	0.03%	Put
320	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	31,154	$3.1M	0.03%
321	TTTRANE TECHNOLOGIES PLC	7,153	$3.1M	0.03%
322	USXFISHARES ESG ADVANCED MSCI USA ETF	57,732	$3.1M	0.03%
323	MGVVANGUARD MEGA CAP VALUE ETF	23,640	$3.1M	0.03%
324	MRSHMARSH & MCLENNAN COMPANIES, INC.	14,088	$3.1M	0.02%
325	USBU.S. BANCORP	67,846	$3.1M	0.02%
326	IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	40,340	$3.1M	0.02%
327	TLTISHARES 20 YEAR TREASURY BOND ETF	34,648	$3.1M	0.02%
328	TRVCCITIGROUP INC.	35,875	$3.1M	0.02%
329	VPLVANGUARD FTSE PACIFIC ETF	36,974	$3.0M	0.02%
330	ANETARISTA NETWORKS, INC.	29,448	$3.0M	0.02%
331	AFWALIGN TECHNOLOGY, INC.	15,840	$3.0M	0.02%
332	KMXCARMAX, INC.	44,407	$3.0M	0.02%
333	WATWATERS CORPORATION	8,499	$3.0M	0.02%
334	ICEINTERCONTINENTAL EXCHANGE, INC.	16,150	$3.0M	0.02%
335	BKBANK OF NEW YORK MELLON CORP	32,373	$2.9M	0.02%
336	SNYSANOFI SA SPONSORED ADR	60,811	$2.9M	0.02%
337	ECLECOLAB INC.	10,840	$2.9M	0.02%
338	AFLAFLAC INCORPORATED	27,672	$2.9M	0.02%
339	IBDINSPIRE CORPORATE BOND ETF	121,541	$2.9M	0.02%
340	RCLROYAL CARIBBEAN GROUP	9,154	$2.9M	0.02%
341	BUFRFT VEST LADDERED BUFFER ETF	89,035	$2.8M	0.02%
342	XLIINDUSTRIAL SELECT SECTOR SPDR FUND	19,162	$2.8M	0.02%
343	EEMISHARES MSCI EMERGING MARKETS ETF	58,514	$2.8M	0.02%
344	EWEDWARDS LIFESCIENCES CORPORATION	35,967	$2.8M	0.02%
345	IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF	141,633	$2.8M	0.02%
346	IBTLISHARES IBONDS DEC 2031 TERM TREASURY ETF	136,608	$2.8M	0.02%
347	JPMALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044	92,000	$2.8M	0.02%
348	IBMPISHARES IBONDS DEC 2027 TERM MUNI BOND ETF	109,726	$2.8M	0.02%
349	SCHMSCHWAB U.S. MID-CAP ETF	99,131	$2.8M	0.02%
350	CVSCVS HEALTH CORPORATION	40,202	$2.8M	0.02%
351	IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF	108,197	$2.8M	0.02%
352	VOTVANGUARD MID-CAP GROWTH ETF	9,714	$2.8M	0.02%
353	IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF	103,098	$2.8M	0.02%
354	IBMQISHARES IBONDS DEC 2028 TERM MUNI BOND ETF	107,202	$2.7M	0.02%
355	AZNASTRAZENECA PLC SPONSORED ADR	38,611	$2.7M	0.02%
356	DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND	53,733	$2.7M	0.02%
357	XLEENERGY SELECT SECTOR SPDR FUND	31,620	$2.7M	0.02%
358	JCIJOHNSON CONTROLS INTERNATIONAL PLC	25,320	$2.7M	0.02%
359	CARRCARRIER GLOBAL CORP.	36,025	$2.6M	0.02%
360	AIGAMERICAN INTERNATIONAL GROUP, INC.	30,636	$2.6M	0.02%
361	APPAPPLOVIN CORP. CLASS A	7,478	$2.6M	0.02%
362	GISGENERAL MILLS, INC.	49,505	$2.6M	0.02%
363	IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF	105,096	$2.5M	0.02%
364	MPCMARATHON PETROLEUM CORPORATION	15,043	$2.5M	0.02%
365	IBMRISHARES IBONDS DEC 2029 TERM MUNI BOND ETF	98,702	$2.5M	0.02%
366	FISFIDELITY NATIONAL INFORMATION SERVICES, INC.	30,454	$2.5M	0.02%
367	TRVTRAVELERS COMPANIES, INC.	9,157	$2.4M	0.02%
368	CMFISHARES CALIFORNIA MUNI BOND ETF	43,600	$2.4M	0.02%
369	BXBLACKSTONE INC.	16,217	$2.4M	0.02%
370	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	57,100	$2.4M	0.02%
371	MTBM&T BANK CORPORATION	12,442	$2.4M	0.02%
372	SNOWSNOWFLAKE, INC.	10,734	$2.4M	0.02%
373	LQDHISHARES INTEREST RATE HEDGED CORPORATE BOND ETF	25,691	$2.4M	0.02%
374	PNCPNC FINANCIAL SERVICES GROUP, INC.	12,721	$2.4M	0.02%
375	TFCTRUIST FINANCIAL CORPORATION	54,655	$2.3M	0.02%
376	HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF	49,329	$2.3M	0.02%
377	NSCNORFOLK SOUTHERN CORPORATION	9,095	$2.3M	0.02%
378	FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP	41,224	$2.3M	0.02%
379	SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	53,491	$2.3M	0.02%
380	FALNISHARES FALLEN ANGELS USD BOND ETF	84,531	$2.3M	0.02%
381	IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF	90,047	$2.3M	0.02%
382	SHWSHERWIN-WILLIAMS COMPANY	6,663	$2.3M	0.02%
383	CWISPDR MSCI ACWI EX-US ETF	69,006	$2.3M	0.02%
384	DFASDIMENSIONAL U.S. SMALL CAP ETF	35,139	$2.2M	0.02%
385	HCAHCA HEALTHCARE INC	5,793	$2.2M	0.02%
386	IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF	93,548	$2.2M	0.02%
387	AEPAMERICAN ELECTRIC POWER COMPANY, INC.	20,940	$2.2M	0.02%
388	PFFISHARES PREFERRED & INCOME SECURITIES ETF	70,672	$2.2M	0.02%
389	METMETLIFE, INC.	26,786	$2.2M	0.02%
390	TPIFTIMOTHY PLAN INTERNATIONAL ETF	66,616	$2.2M	0.02%
391	WWJDINSPIRE INTERNATIONAL ETF	62,752	$2.1M	0.02%
392	MARMARRIOTT INTERNATIONAL, INC. CLASS A	7,791	$2.1M	0.02%
393	SDOGALPS SECTOR DIVIDEND DOGS ETF	36,974	$2.1M	0.02%
394	COINCOINBASE GLOBAL, INC. CLASS A	5,976	$2.1M	0.02%
395	CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A	26,780	$2.1M	0.02%
396	VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	23,015	$2.1M	0.02%
397	MSIMOTOROLA SOLUTIONS, INC.	4,933	$2.1M	0.02%
398	ABNBAIRBNB, INC. CLASS A	15,650	$2.1M	0.02%
399	MCHPMICROCHIP TECHNOLOGY INCORPORATED	29,367	$2.1M	0.02%
400	GSKGSK PLC SPONSORED ADR	53,319	$2.0M	0.02%

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