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 |
|---|---|
VAWVANGUARD MATERIALS ETF | $831K |
ESGVVANGUARD ESG U.S. STOCK ETF | $825K |
HUMHUMANA INC. | $821K |
VRTVERTIV HOLDINGS CO. CLASS A | $812K |
BCSBARCLAYS PLC SPONSORED ADR | $810K |
UBSIUNITED BANKSHARES, INC. | $806K |
INDAISHARES MSCI INDIA ETF | $804K |
WF2WINTRUST FINANCIAL CORPORATION | $803K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $799K |
DBDEUTSCHE BANK AKTIENGESELLSCHAFT | $798K |
VMCVULCAN MATERIALS COMPANY | $797K |
CYBRCYBERARK SOFTWARE LTD. | $797K |
XPOXPO, INC. | $790K |
BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR | $790K |
VDCVANGUARD CONSUMER STAPLES ETF | $787K |
VGUSVANGUARD ULTRA-SHORT TREASURY ETF | $786K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $784K |
ATMUATMUS FILTRATION TECHNOLOGIES, INC. | $783K |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $778K |
KVUEKENVUE, INC. | $774K |
EQREQUITY RESIDENTIAL | $767K |
WSTWEST PHARMACEUTICAL SERVICES, INC. | $766K |
CVNACARVANA CO. CLASS A | $766K |
WDCWESTERN DIGITAL CORPORATION | $761K |
MTDMETTLER-TOLEDO INTERNATIONAL INC. | $757K |
ACMAECOM | $752K |
RACEFERRARI NV | $748K |
AG8AGILENT TECHNOLOGIES, INC. | $747K |
KIMKIMCO REALTY CORPORATION | $740K |
VLTOVERALTO CORPORATION | $732K |
IQVIQVIA HOLDINGS INC | $731K |
UNMUNUM GROUP | $729K |
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF | $724K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $723K |
APAAPA CORPORATION | $722K |
HEDJWISDOMTREE EUROPE HEDGED EQUITY FUND | $717K |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $717K |
7HPHP INC. | $713K |
HYDVANECK HIGH YIELD MUNI ETF | $713K |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $709K |
FAPRFT VEST U.S. EQUITY BUFFER ETF - APRIL | $708K |
TROWT. ROWE PRICE GROUP | $706K |
GEHCGE HEALTHCARE TECHNOLOGIES INC. | $703K |
BRBRBELLRING BRANDS, INC. | $703K |
JBLJABIL INC. | $703K |
SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF | $703K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $698K |
IYY*ISHARES DOW JONES U.S. ETF | $697K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $696K |
LINELINEAGE, INC. | $696K |
FJANFT VEST US EQUITY BUFFER ETF - JANUARY | $696K |
IPINTERNATIONAL PAPER COMPANY | $693K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $692K |
VOEVANGUARD MID-CAP VALUE ETF | $689K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $688K |
TYLTYLER TECHNOLOGIES, INC. | $683K |
IFFINTERNATIONAL FLAVORS & FRAGRANCES INC. | $683K |
EAELECTRONIC ARTS INC. | $681K |
BRBROADRIDGE FINANCIAL SOLUTIONS, INC. | $679K |
NJRNEW JERSEY RESOURCES CORPORATION | $678K |
GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $676K |
NGGNATIONAL GRID PLC SPONSORED ADR | $676K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $675K |
VRSNVERISIGN, INC. | $672K |
MCXMCCORMICK & COMPANY, INCORPORATED | $672K |
ADMARCHER-DANIELS-MIDLAND COMPANY | $670K |
ISMDINSPIRE SMALL/MID CAP ETF | $668K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $667K |
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF | $667K |
POSTPOST HOLDINGS, INC. | $667K |
PINSPINTEREST, INC. CLASS A | $666K |
IBBISHARES BIOTECHNOLOGY ETF | $660K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $657K |
TELTE CONNECTIVITY PLC | $657K |
AEEAMEREN CORPORATION | $653K |
HOODROBINHOOD MARKETS, INC. CLASS A | $648K |
CMSCMS ENERGY CORPORATION | $643K |
UBSUBS GROUP AG | $639K |
EVRGEVERGY, INC. | $638K |
BIIBBIOGEN INC. | $631K |
GBILACCESS TREASURY 0-1 YEAR ETF | $620K |
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | $613K |
MOSMOSAIC COMPANY | $613K |
STLDSTEEL DYNAMICS, INC. | $613K |
XYZBLOCK, INC. CLASS A | $606K |
WBDWARNER BROS. DISCOVERY, INC. SERIES A | $604K |
VFHVANGUARD FINANCIALS ETF | $602K |
TXTTEXTRON INC. | $601K |
KEYSKEYSIGHT TECHNOLOGIES INC | $600K |
EQNREQUINOR ASA SPONSORED ADR | $598K |
CSGPCOSTAR GROUP, INC. | $593K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. | $593K |
RHCRH PUBLIC LIMITED COMPANY | $590K |
INVHINVITATION HOMES, INC. | $585K |
DGXQUEST DIAGNOSTICS INCORPORATED | $584K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $578K |
IBNICICI BANK LIMITED SPONSORED ADR | $577K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $576K |
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR | $576K |
BHPBHP GROUP LTD SPONSORED AMERICAN DEPOSITARY RECEIPT REPR 2 SHS | $576K |