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 |
|---|---|
VEEVVEEVA SYSTEMS INC CLASS A | $391K |
AMHAMERICAN HOMES 4 RENT CLASS A | $391K |
CPNGCOUPANG, INC. CLASS A | $390K |
FBINFORTUNE BRANDS INNOVATIONS, INC. | $388K |
SCCOSOUTHERN COPPER CORPORATION | $386K |
IBDYISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $385K |
CFBKCF BANKSHARES INC | $383K |
MBCNMIDDLEFIELD BANC CORP. | $382K |
UDRUDR, INC. | $381K |
ALNTALLIENT INC. | $381K |
HIIHUNTINGTON INGALLS INDUSTRIES, INC. | $380K |
LYVLIVE NATION ENTERTAINMENT, INC. | $380K |
SESEA LIMITED SPONSORED ADR CLASS A | $379K |
WTRGESSENTIAL UTILITIES, INC. | $379K |
SSBUSDSOUTHSTATE CORPORATION | $379K |
EGPEASTGROUP PROPERTIES, INC. | $377K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $377K |
FWONALIBERTY MEDIA CORPORATION SERIES C LIBERTY FORMULA ONE | $375K |
BROBROWN & BROWN, INC. | $373K |
MTARCELORMITTAL SA ADR | $370K |
PKNREVVITY, INC. | $367K |
IBMSISHARES IBONDS DEC 2030 TERM MUNI BOND ETF | $366K |
GNRCGENERAC HOLDINGS INC. | $364K |
SHGSHINHAN FINANCIAL GROUP CO., LTD. SPONSORED ADR | $363K |
WCNWASTE CONNECTIONS, INC. | $363K |
CHTCHUNGHWA TELECOM CO., LTD SPONSORED ADR | $361K |
AMXAMERICA MOVIL SAB DE CV SPONSORED ADR CLASS B | $359K |
ZSZSCALER, INC. | $359K |
BSMVINVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $357K |
PKGPACKAGING CORPORATION OF AMERICA | $357K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $354K |
SFNCSIMMONS FIRST NATIONAL CORPORATION CLASS A | $353K |
ITTITT, INC. | $351K |
NINISOURCE INC | $350K |
ONON SEMICONDUCTOR CORPORATION | $350K |
BUFZFT VEST LADDERED MODERATE BUFFER ETF | $348K |
NSYNICE LTD. SPONSORED ADR | $348K |
VOOGVANGUARD S&P 500 GROWTH ETF | $347K |
RGAREINSURANCE GROUP OF AMERICA, INCORPORATED | $347K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $344K |
DFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $344K |
AIZASSURANT, INC. | $340K |
CNCCENTENE CORPORATION | $338K |
FSMDFIDELITY SMALL-MID MULTIFACTOR ETF | $337K |
CORZCORE SCIENTIFIC INC | $337K |
ALBALBEMARLE CORPORATION | $333K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $332K |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $332K |
OKTAOKTA, INC. CLASS A | $329K |
CBOECBOE GLOBAL MARKETS INC | $324K |
EMNEASTMAN CHEMICAL COMPANY | $323K |
SFSTIFEL FINANCIAL CORP | $322K |
CLXCLOROX COMPANY | $321K |
NTRNUTRIEN LTD. | $320K |
CCOCAMECO CORPORATION | $319K |
ESLTELBIT SYSTEMS LTD | $319K |
SUISUN COMMUNITIES, INC. | $318K |
CTRACOTERRA ENERGY INC. | $317K |
COHRCOHERENT CORP. | $316K |
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF | $315K |
NZACSPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $314K |
OCOWENS CORNING | $314K |
BAMBROOKFIELD ASSET MANAGEMENT LTD. CLASS A | $314K |
KHCKRAFT HEINZ COMPANY | $312K |
MDBMONGODB, INC. CLASS A | $310K |
TDTORONTO-DOMINION BANK | $310K |
KGCKINROSS GOLD CORPORATION | $308K |
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND | $307K |
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $306K |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $305K |
PSTGPURE STORAGE, INC. CLASS A | $305K |
BILZPIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | $304K |
RRXREGAL REXNORD CORPORATION | $304K |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $302K |
TDYTELEDYNE TECHNOLOGIES INCORPORATED | $302K |
MOHMOLINA HEALTHCARE, INC. | $302K |
TOLTOLL BROTHERS, INC. | $301K |
CAGCONAGRA BRANDS, INC. | $301K |
RWRSPDR DOW JONES REIT ETF | $300K |
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD. | $299K |
MFCMANULIFE FINANCIAL CORPORATION | $298K |
SBSWSIBANYE STILLWATER LIMITED SPONSORED ADR | $298K |
ZBRAZEBRA TECHNOLOGIES CORPORATION CLASS A | $298K |
MGMMGM RESORTS INTERNATIONAL | $296K |
MPLXMPLX LP | $296K |
CASYCASEY'S GENERAL STORES, INC. | $296K |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $296K |
CPCANADIAN PACIFIC KANSAS CITY LIMITED | $294K |
NMRNOMURA HOLDINGS, INC. SPONSORED ADR | $293K |
VRPINVESCO VARIABLE RATE PREFERRED ETF | $292K |
FOXAFOX CORPORATION CLASS A | $290K |
IBKRINTERACTIVE BROKERS GROUP, INC. CLASS A | $288K |
REEVEREST GROUP, LTD. | $286K |
BKLNINVESCO SENIOR LOAN ETF | $284K |
FIXCOMFORT SYSTEMS USA, INC. | $284K |
EIXEDISON INTERNATIONAL | $284K |
NTRANATERA, INC. | $283K |
BNBROOKFIELD CORPORATION | $283K |
LUVSOUTHWEST AIRLINES CO. | $282K |
EWBCEAST WEST BANCORP, INC. | $282K |