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
501	AORISHARES CORE 60/40 BALANCED ALLOCATION ETF	19,465	$1.2M	0.01%
502	AVUSAVANTIS U.S. EQUITY ETF	11,867	$1.2M	0.01%
503	VICIVICI PROPERTIES INC	36,674	$1.2M	0.01%
504	VOOVANGUARD S&P 500 ETF	1,575,401	$1.2M	0.01%
505	FANGDIAMONDBACK ENERGY, INC.	8,608	$1.2M	0.01%
506	BXPBXP INC	17,526	$1.2M	0.01%
507	PEOEXELON CORPORATION	27,090	$1.2M	0.01%
508	SANBANCO SANTANDER S.A. SPONSORED ADR	139,938	$1.2M	0.01%
509	DGDOLLAR GENERAL CORPORATION	10,110	$1.2M	0.01%
510	VONVVANGUARD RUSSELL 1000 VALUE ETF	13,561	$1.2M	0.01%
511	ACGLARCH CAPITAL GROUP LTD.	12,655	$1.2M	0.01%
512	ROSTROSS STORES, INC.	8,957	$1.1M	0.01%
513	LENLENNAR CORPORATION CLASS A	10,290	$1.1M	0.01%
514	EFXEQUIFAX INC.	4,354	$1.1M	0.01%
515	PEGPUBLIC SERVICE ENTERPRISE GROUP INC	13,293	$1.1M	0.01%
516	SRESEMPRA	14,656	$1.1M	0.01%
517	DVNDEVON ENERGY CORPORATION	34,885	$1.1M	0.01%
518	HALHALLIBURTON COMPANY	54,096	$1.1M	0.01%
519	ESGDISHARES ESG AWARE MSCI EAFE ETF	12,315	$1.1M	0.01%
520	DOWDOW, INC.	41,386	$1.1M	0.01%
521	STTSTATE STREET CORPORATION	10,276	$1.1M	0.01%
522	IWSISHARES RUSSELL MID-CAP VALUE ETF	8,231	$1.1M	0.01%
523	XELXCEL ENERGY INC.	15,939	$1.1M	0.01%
524	SYFSYNCHRONY FINANCIAL	16,200	$1.1M	0.01%
525	IBTPISHARES IBONDS DEC 2034 TERM TREASURY ETF	41,975	$1.1M	0.01%
526	IBTOISHARES IBONDS DEC 2033 TERM TREASURY ETF	44,024	$1.1M	0.01%
527	LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF	21,895	$1.1M	0.01%
528	DDDUPONT DE NEMOURS, INC.	15,700	$1.1M	0.01%
529	BPBP PLC SPONSORED ADR	35,870	$1.1M	0.01%
530	PAYCPAYCOM SOFTWARE, INC.	4,637	$1.1M	0.01%
531	TMTOYOTA MOTOR CORP. SPONSORED ADR	6,218	$1.1M	0.01%
532	DALDELTA AIR LINES, INC.	21,782	$1.1M	0.01%
533	NUENUCOR CORPORATION	8,255	$1.1M	0.01%
534	DOCHEALTHPEAK PROPERTIES, INC.	60,937	$1.1M	0.01%
535	IBMSISHARES IBONDS DEC 2032 TERM TREASURY ETF	46,334	$1.1M	0.01%
536	JKHYJACK HENRY & ASSOCIATES, INC.	5,913	$1.1M	0.01%
537	ENBENBRIDGE INC.	23,448	$1.1M	0.01%
538	IRINGERSOLL RAND INC.	12,698	$1.1M	0.01%
539	CMICUMMINS INC.	3,205	$1.0M	0.01%
540	NEARISHARES SHORT DURATION BOND ACTIVE ETF	20,508	$1.0M	0.01%
541	SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	41,615	$1.0M	0.01%
542	FFORD MOTOR COMPANY	96,128	$1.0M	0.01%
543	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	12,981	$1.0M	0.01%
544	XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	4,702	$1.0M	0.01%
545	EBAEBAY INC.	13,587	$1.0M	0.01%
546	BNDVANGUARD TOTAL BOND MARKET ETF	13,679	$1.0M	0.01%
547	LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF	19,694	$1.0M	0.01%
548	VGKVANGUARD FTSE EUROPE ETF	12,854	$996K	0.01%
549	BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR	21,006	$994K	0.01%
550	DRIDARDEN RESTAURANTS, INC.	4,532	$988K	0.01%
551	IVVISHARES CORE S&P 500 ETF	856,197	$986K	0.01%
552	LNGCHENIERE ENERGY, INC.	4,041	$984K	0.01%
553	LLYELI LILLY AND COMPANY	54,322	$977K	0.01%	Put
554	EQTEQT CORPORATION	16,418	$958K	0.01%
555	ESEVERSOURCE ENERGY	15,015	$955K	0.01%
556	TTENTOTALENERGIES SE SPONSORED ADR	15,538	$954K	0.01%
557	VRSKVERISK ANALYTICS, INC.	3,041	$947K	0.01%
558	APOAPOLLO GLOBAL MANAGEMENT INC	6,664	$945K	0.01%
559	XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF	15,323	$945K	0.01%
560	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	11,754	$938K	0.01%
561	IBITISHARES BITCOIN TRUST ETF	15,300	$937K	0.01%
562	AMEAMETEK, INC.	5,155	$933K	0.01%
563	IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF	18,420	$925K	0.01%
564	AWCAMERICAN WATER WORKS COMPANY, INC.	6,645	$924K	0.01%
565	CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A	15,742	$924K	0.01%	Put
566	LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	8,414	$922K	0.01%
567	SMCISUPER MICRO COMPUTER, INC.	18,726	$918K	0.01%
568	AVBAVALONBAY COMMUNITIES, INC.	4,483	$912K	0.01%
569	EPDENTERPRISE PRODUCTS PARTNERS L.P.	29,306	$909K	0.01%
570	SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	21,246	$905K	0.01%
571	MPWRMONOLITHIC POWER SYSTEMS, INC.	1,234	$903K	0.01%
572	SCHOSCHWAB SHORT-TERM US TREASURY ETF	37,016	$902K	0.01%
573	CAHCARDINAL HEALTH, INC.	5,366	$901K	0.01%
574	NETCLOUDFLARE INC CLASS A	4,573	$896K	0.01%
575	DVADAVITA INC.	6,276	$894K	0.01%
576	BKRBAKER HUGHES COMPANY CLASS A	23,077	$885K	0.01%
577	MAAMID-AMERICA APARTMENT COMMUNITIES, INC.	5,977	$885K	0.01%
578	TPRTAPESTRY, INC.	10,033	$881K	0.01%
579	TRGPTARGA RESOURCES CORP.	5,035	$877K	0.01%
580	DTEDTE ENERGY COMPANY	6,617	$876K	0.01%
581	PPGPPG INDUSTRIES, INC.	7,675	$873K	0.01%
582	HESHESS CORPORATION	6,297	$872K	0.01%
583	ULTAULTA BEAUTY INC.	1,860	$870K	0.01%
584	FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF	14,528	$870K	0.01%
585	UALUNITED AIRLINES HOLDINGS, INC.	10,919	$869K	0.01%
586	PHMPULTEGROUP, INC.	8,244	$869K	0.01%
587	CFGCITIZENS FINANCIAL GROUP, INC.	19,369	$867K	0.01%
588	SBACSBA COMMUNICATIONS CORP. CLASS A	3,670	$862K	0.01%
589	CCLCARNIVAL CORPORATION	30,597	$860K	0.01%
590	NXPINXP SEMICONDUCTORS NV	3,924	$857K	0.01%
591	NTAPNETAPP, INC.	8,046	$857K	0.01%
592	TIPISHARES TIPS BOND ETF	7,780	$856K	0.01%
593	CASHPATHWARD FINANCIAL, INC.	10,812	$855K	0.01%
594	VENVENTAS, INC.	13,533	$855K	0.01%
595	MRVLMARVELL TECHNOLOGY, INC.	10,992	$851K	0.01%
596	CMACOMERICA INCORPORATED	14,154	$844K	0.01%
597	LYBLYONDELLBASELL INDUSTRIES NV	14,556	$842K	0.01%
598	STXSEAGATE TECHNOLOGY HOLDINGS PLC	5,824	$841K	0.01%
599	NWGNATWEST GROUP PLC SPONSORED ADR	59,288	$839K	0.01%
600	GLPGLOBAL PARTNERS LP	15,896	$838K	0.01%

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