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
401	PCARPACCAR INC	21,529	$2.0M	0.02%
402	SHELSHELL PLC SPONSORED ADR	29,011	$2.0M	0.02%
403	ADSKAUTODESK, INC.	6,577	$2.0M	0.02%
404	SPGSIMON PROPERTY GROUP, INC.	12,664	$2.0M	0.02%
405	DDOMINION ENERGY INC	35,943	$2.0M	0.02%
406	PYPLPAYPAL HOLDINGS, INC.	27,240	$2.0M	0.02%
407	SPLVINVESCO S&P 500 LOW VOLATILITY ETF	27,654	$2.0M	0.02%
408	ABGCENCORA, INC.	6,682	$2.0M	0.02%
409	AONAON PLC CLASS A	5,575	$2.0M	0.02%
410	DYHTARGET CORPORATION	19,966	$2.0M	0.02%
411	OKEONEOK, INC.	23,846	$1.9M	0.02%
412	SHVISHARES SHORT TREASURY BOND ETF	17,608	$1.9M	0.02%
413	TTDTRADE DESK, INC. CLASS A	26,992	$1.9M	0.02%
414	FTNTFORTINET, INC.	18,230	$1.9M	0.02%
415	SHOPSHOPIFY, INC. CLASS A	16,469	$1.9M	0.02%
416	LHLABCORP HOLDINGS INC.	7,212	$1.9M	0.02%
417	CMGCHIPOTLE MEXICAN GRILL, INC.	33,133	$1.9M	0.01%
418	HWMHOWMET AEROSPACE INC.	9,997	$1.9M	0.01%
419	GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF	36,558	$1.8M	0.01%
420	VPUVANGUARD UTILITIES ETF	10,413	$1.8M	0.01%
421	EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF	42,080	$1.8M	0.01%
422	VLOVALERO ENERGY CORPORATION	13,539	$1.8M	0.01%
423	PRUPRUDENTIAL FINANCIAL, INC.	16,927	$1.8M	0.01%
424	ESGEISHARES ESG AWARE MSCI EM ETF	46,291	$1.8M	0.01%
425	FITBFIFTH THIRD BANCORP	43,415	$1.8M	0.01%
426	LPLALPL FINANCIAL HOLDINGS INC.	4,748	$1.8M	0.01%
427	PODDINSULET CORPORATION	5,652	$1.8M	0.01%
428	TFISPDR NUVEEN ICE MUNICIPAL BOND ETF	39,354	$1.8M	0.01%
429	RCI/BROGERS COMMUNICATIONS INC. CLASS B	59,180	$1.8M	0.01%
430	XLUUTILITIES SELECT SECTOR SPDR FUND	21,316	$1.7M	0.01%
431	LHXL3HARRIS TECHNOLOGIES INC	6,917	$1.7M	0.01%
432	TBLLINVESCO SHORT TERM TREASURY ETF	16,442	$1.7M	0.01%
433	SYYSYSCO CORPORATION	22,784	$1.7M	0.01%
434	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	30,323	$1.7M	0.01%
435	DC4DEXCOM, INC.	19,696	$1.7M	0.01%
436	DASHDOORDASH, INC. CLASS A	6,866	$1.7M	0.01%
437	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	76,596	$1.7M	0.01%
438	FDXFEDEX CORPORATION	7,376	$1.7M	0.01%
439	RPMRPM INTERNATIONAL INC.	15,177	$1.7M	0.01%
440	APTVAPTIV PLC	24,378	$1.7M	0.01%
441	IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF	78,432	$1.6M	0.01%
442	HDVISHARES CORE HIGH DIVIDEND ETF	14,090	$1.6M	0.01%
443	SONYSONY GROUP CORPORATION SPONSORED ADR	63,132	$1.6M	0.01%
444	ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF	13,768	$1.6M	0.01%
445	ON1OLD NATIONAL BANCORP	76,417	$1.6M	0.01%
446	FIXTTCW CORE PLUS BOND ETF	42,632	$1.6M	0.01%
447	BDXBECTON, DICKINSON AND COMPANY	9,457	$1.6M	0.01%
448	RJFRAYMOND JAMES FINANCIAL, INC.	10,610	$1.6M	0.01%
449	VTEBVANGUARD TAX-EXEMPT BOND ETF	32,936	$1.6M	0.01%
450	CHDCHURCH & DWIGHT CO., INC.	16,562	$1.6M	0.01%
451	SLBSCHLUMBERGER LIMITED	47,076	$1.6M	0.01%
452	RFREGIONS FINANCIAL CORPORATION	67,403	$1.6M	0.01%
453	GMGENERAL MOTORS COMPANY	32,099	$1.6M	0.01%
454	OREALTY INCOME CORPORATION	27,195	$1.6M	0.01%
455	CHTRCHARTER COMMUNICATIONS, INC. CLASS A	3,809	$1.6M	0.01%
456	KRKROGER CO.	21,439	$1.5M	0.01%
457	DMXFISHARES ESG ADVANCED MSCI EAFE ETF	20,585	$1.5M	0.01%
458	DVYEISHARES EMERGING MARKETS DIVIDEND ETF	53,435	$1.5M	0.01%
459	MIGAMICROSTRATEGY INCORPORATED CLASS A	3,757	$1.5M	0.01%
460	WMBWILLIAMS COMPANIES, INC.	24,167	$1.5M	0.01%
461	HIGHARTFORD INSURANCE GROUP, INC.	11,694	$1.5M	0.01%
462	ETRENTERGY CORPORATION	17,716	$1.5M	0.01%
463	VSTVISTRA CORP.	7,510	$1.5M	0.01%
464	NEMNEWMONT CORPORATION	24,956	$1.5M	0.01%
465	SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF	65,433	$1.4M	0.01%
466	CTVACORTEVA INC	19,382	$1.4M	0.01%
467	MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC. SPONSORED ADR	104,114	$1.4M	0.01%
468	AREALEXANDRIA REAL ESTATE EQUITIES, INC.	19,631	$1.4M	0.01%
469	SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF	27,839	$1.4M	0.01%
470	YUMYUM! BRANDS, INC.	9,561	$1.4M	0.01%
471	IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF	56,010	$1.4M	0.01%
472	DDOGDATADOG, INC. CLASS A	10,500	$1.4M	0.01%
473	CBRECBRE GROUP, INC. CLASS A	10,019	$1.4M	0.01%
474	IXNISHARES GLOBAL TECH ETF	15,121	$1.4M	0.01%
475	HBC2HSBC HOLDINGS PLC SPONSORED ADR	22,950	$1.4M	0.01%
476	ELESTEE LAUDER COMPANIES INC. CLASS A	17,140	$1.4M	0.01%
477	PSAPUBLIC STORAGE	4,720	$1.4M	0.01%
478	ALSALLSTATE CORPORATION	6,834	$1.4M	0.01%
479	INGING GROEP N.V. SPONSORED ADR	62,789	$1.4M	0.01%
480	RMERESMED INC.	5,296	$1.4M	0.01%
481	ROKROCKWELL AUTOMATION, INC.	4,105	$1.4M	0.01%
482	KEYKEYCORP	77,941	$1.4M	0.01%
483	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	21,483	$1.3M	0.01%
484	EDCONSOLIDATED EDISON, INC.	13,342	$1.3M	0.01%
485	TMPTOMPKINS FINANCIAL CORPORATION	21,283	$1.3M	0.01%
486	IWNISHARES RUSSELL 2000 VALUE ETF	8,407	$1.3M	0.01%
487	EXREXTRA SPACE STORAGE INC.	8,825	$1.3M	0.01%
488	FFBCFIRST FINANCIAL BANCORP.	53,317	$1.3M	0.01%
489	IWOISHARES RUSSELL 2000 GROWTH ETF	4,516	$1.3M	0.01%
490	FASTFASTENAL COMPANY	29,802	$1.3M	0.01%
491	TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF	27,687	$1.2M	0.01%
492	AESAES CORPORATION	118,246	$1.2M	0.01%
493	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	2,803	$1.2M	0.01%
494	HBANHUNTINGTON BANCSHARES INCORPORATED	72,943	$1.2M	0.01%
495	DELLDELL TECHNOLOGIES, INC. CLASS C	9,921	$1.2M	0.01%
496	SMFGSUMITOMO MITSUI FINANCIAL GROUP INC SPONSORED ADR	80,185	$1.2M	0.01%
497	USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	23,506	$1.2M	0.01%
498	AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	14,470	$1.2M	0.01%
499	GPCGENUINE PARTS COMPANY	9,933	$1.2M	0.01%
500	OXYOCCIDENTAL PETROLEUM CORPORATION	28,548	$1.2M	0.01%

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