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 |
|---|---|
BABAALIBABA GROUP HOLDING LIMITED SPONSORED ADR | $574K |
NRANRG ENERGY, INC. | $569K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $569K |
KDPKEURIG DR PEPPER INC. | $565K |
HPEHEWLETT PACKARD ENTERPRISE CO. | $565K |
OMCOMNICOM GROUP INC | $564K |
DLTRDOLLAR TREE, INC. | $560K |
AMCRAMCOR PLC | $557K |
LNCLINCOLN NATIONAL CORP | $552K |
VTECVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $549K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $549K |
ZIONZIONS BANCORPORATION NA | $548K |
FICOFAIR ISAAC CORPORATION | $543K |
CNRCANADIAN NATIONAL RAILWAY COMPANY | $539K |
OWLBLUE OWL CAPITAL, INC. CLASS A | $539K |
ARCCARES CAPITAL CORPORATION | $531K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $527K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $525K |
AHRAMERICAN HEALTHCARE REIT, INC. | $522K |
WRBW. R. BERKLEY CORPORATION | $522K |
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $518K |
SONSONOCO PRODUCTS COMPANY | $517K |
KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF | $517K |
ALNYALNYLAM PHARMACEUTICALS, INC | $514K |
LLOEWS CORPORATION | $512K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $510K |
HMCHONDA MOTOR CO., LTD. SPONSORED ADR | $509K |
LULULULULEMON ATHLETICA INC. | $509K |
NBTBNBT BANCORP INC. | $509K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $507K |
AKXANSYS, INC. | $506K |
LDOSLEIDOS HOLDINGS, INC. | $506K |
CNPCENTERPOINT ENERGY, INC. | $503K |
PG4PRINCIPAL FINANCIAL GROUP, INC. | $502K |
CRTOCRITEO SA SPONSORED ADR REPR 1 SH | $501K |
EXPEEXPEDIA GROUP, INC. | $499K |
CAVACAVA GROUP, INC. | $496K |
SSNCSS&C TECHNOLOGIES HOLDINGS, INC. | $493K |
FEFIRSTENERGY CORP. | $492K |
TEAMATLASSIAN CORP CLASS A | $490K |
ETENERGY TRANSFER LP | $490K |
AFRMAFFIRM HOLDINGS, INC. CLASS A | $488K |
HUBSHUBSPOT, INC. | $488K |
CPAYCORPAY, INC. | $488K |
VDEVANGUARD ENERGY ETF | $488K |
FSEPFT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $484K |
KELKELLANOVA | $484K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $483K |
EMEEMCOR GROUP, INC. | $480K |
KBIAKB FINANCIAL GROUP INC. SPONSORED ADR | $480K |
CFCF INDUSTRIES HOLDINGS, INC. | $478K |
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | $475K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $474K |
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $471K |
DJANFT VEST US EQUITY DEEP BUFFER ETF - JANUARY | $471K |
HASHASBRO, INC. | $470K |
TAKTAKEDA PHARMACEUTICAL CO. LTD. SPONSORED ADR | $468K |
STZCONSTELLATION BRANDS, INC. CLASS A | $468K |
FT2FIRST HORIZON CORPORATION | $467K |
CHWYCHEWY, INC. CLASS A | $464K |
RBLXROBLOX CORP. CLASS A | $464K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $461K |
CDWCDW CORPORATION | $460K |
REGREGENCY CENTERS CORPORATION | $452K |
LBRDKLIBERTY BROADBAND CORP. CLASS C | $451K |
MASMASCO CORPORATION | $442K |
FTVFORTIVE CORP. | $440K |
GRMNGARMIN LTD. | $435K |
GLGLOBE LIFE INC. | $434K |
CINFCINCINNATI FINANCIAL CORPORATION | $426K |
BLDRBUILDERS FIRSTSOURCE, INC. | $426K |
IYMISHARES U.S. BASIC MATERIALS ETF | $425K |
NWSANEWS CORPORATION CLASS A | $424K |
AWMSKYWORKS SOLUTIONS, INC. | $424K |
TECHBIO-TECHNE CORPORATION | $423K |
PPLPPL CORPORATION | $423K |
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $422K |
GLWCORNING INC | $420K |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $419K |
ATOATMOS ENERGY CORPORATION | $417K |
INCYINCYTE CORPORATION | $415K |
ZBHZIMMER BIOMET HOLDINGS, INC. | $415K |
VNOVORNADO REALTY TRUST | $414K |
ALKALASKA AIR GROUP, INC. | $413K |
PUKNPRUDENTIAL PLC SPONSORED ADR | $413K |
IYJISHARES U.S. INDUSTRIALS ETF | $410K |
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | $409K |
HLNHALEON PLC SPONSORED ADR | $407K |
SLVISHARES SILVER TRUST | $407K |
IHGINTERCONTINENTAL HOTELS GROUP PLC SPONSORED ADR | $405K |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $402K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $400K |
WECWEC ENERGY GROUP INC | $398K |
MRNAMODERNA, INC. | $398K |
HSYHERSHEY COMPANY | $398K |
WYWEYERHAEUSER COMPANY | $397K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $396K |
ILMNILLUMINA, INC. | $393K |
FFEBFT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $393K |
AVYAVERY DENNISON CORPORATION | $393K |