UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$13.9B
Holdings
1,194
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,194 positions)
| Stock | Value |
|---|---|
SPHYSTATE STREET SPDR PORT HI YLD BD ETF | $382K |
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD | $380K |
QTECFIRST TRUST NASDAQ-100-TECH SECTOR ETF | $380K |
CCOCAMECO CORP | $380K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $377K |
NINISOURCE INC | $373K |
LIILENNOX INTERNATIONAL INC | $370K |
BUFZFT VEST LADDERED MODERATE BFFR ETF | $370K |
HIMSHIMS & HERS HEALTH INC ORDINARY SHARES - CLASS A | $369K |
AIZASSURANT INC | $368K |
IGEISHARES NORTH AMERICAN NATURAL RES ETF | $368K |
BTCGRAYSCALE BITCOIN MINI TRUST ETF | $365K |
RIORIO TINTO PLC ADR | $363K |
MSFTMICROSOFT CORP | $362K |
HSTHOST HOTELS & RESORTS INC | $359K |
SFNCSIMMONS FIRST NATIONAL CORP CLASS A | $356K |
FOXAFOX CORP CLASS A | $354K |
SMGTHE SCOTTS MIRACLE GRO CO CLASS A | $353K |
KRCKILROY REALTY CORP | $353K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $353K |
TDTHE TORONTO-DOMINION BANK | $353K |
BF/BBROWN-FORMAN CORP REGISTERED SHS -B- NON VTG | $352K |
SSBSOUTHSTATE BANK CORP | $352K |
ZSZSCALER INC | $352K |
MBCNMIDDLEFIELD BANC CORP | $351K |
VHTVANGUARD HEALTH CARE ETF | $351K |
NMRNOMURA HOLDINGS INC ADR | $351K |
ZBRAZEBRA TECHNOLOGIES CORP ORDINARY SHARES - CLASS A | $349K |
ALABASTERA LABS INC | $348K |
TOLTOLL BROTHERS INC | $348K |
BAMBROOKFIELD ASSET MANAGEMENT LTD ORDINARY SHARES - CLASS A | $342K |
TKOTKO GROUP HOLDINGS INC | $342K |
LOGILOGITECH INTERNATIONAL S.A. | $341K |
CHTCHUNGHWA TELECOM CO LTD ADR | $341K |
WCNWASTE CONNECTIONS INC | $341K |
BMOBANK OF MONTREAL | $341K |
SPXSDIREXION DAILY S&P 500 BEAR 3X ETF | $340K |
VXFVANGUARD EXTENDED MARKET ETF | $340K |
NZACSPDR MSCI ACWI CLIMATE PARIS ALIGNEDETF | $337K |
CFBKCF BANKSHARES INC | $336K |
CPBTHE CAMPBELL'S CO | $336K |
SOFISOFI TECHNOLOGIES INC ORDINARY SHARES | $335K |
BNBROOKFIELD CORP REGISTERED SHS -A- LIMITED VTG | $335K |
XBISTATE STREET SPDR S&P BIOTECH ETF | $334K |
ALLEALLEGION PLC | $331K |
NTRNUTRIEN LTD | $330K |
JHGJANUS HENDERSON GROUP PLC | $329K |
IM8NINSMED INC | $329K |
SUISUN COMMUNITIES INC | $328K |
COHRCOHERENT CORP | $328K |
IONQIONQ INC CLASS A | $326K |
MHKMOHAWK INDUSTRIES INC | $325K |
ELSEQUITY LIFESTYLE PROPERTIES INC | $322K |
NTRANATERA INC | $320K |
OCOWENS-CORNING INC | $318K |
MRNAMODERNA INC | $318K |
ALNTALLIENT INC | $316K |
UIUBIQUITI INC | $315K |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMEQETF | $315K |
MKLMARKEL GROUP INC | $310K |
AEMAGNICO EAGLE MINES LTD | $308K |
DVADAVITA INC | $308K |
AMHAMERICAN HOMES 4 RENT CLASS A | $306K |
BILZPIMCO ULTRA SHORT GOVERNMENT ACTIVE ETF | $306K |
HLNHALEON PLC ADR | $306K |
DKSDICK'S SPORTING GOODS INC | $305K |
REEVEREST GROUP LTD | $305K |
RLRALPH LAUREN CORP CLASS A | $304K |
MPLXMPLX LP PARTNERSHIP UNITS | $303K |
DFEBFT VEST US EQUITY DEEP BFFR ETF FEB | $302K |
6RJ0ROCKET LAB CORP | $301K |
BCEBCE INC | $299K |
RWRSTATE STREET SPDR DOW JONES REIT ETF | $298K |
HLALWAHED FTSE USA SHARIAH ETF | $295K |
DOCUDOCUSIGN INC | $294K |
CRCCANADIAN NATURAL RESOURCES LTD | $294K |
MFCMANULIFE FINANCIAL CORP | $294K |
HYDVANECK HIGH YIELD MUNI ETF | $293K |
DAYDAYFORCE INC | $292K |
DHSWISDOMTREE US HIGH DIVIDEND ETF | $292K |
LYBLYONDELLBASELL INDUSTRIES NV CLASS A | $290K |
WSMWILLIAMS-SONOMA INC | $290K |
FSLRFIRST SOLAR INC | $289K |
EMXCISHARES MSCI EMERGING MKTS EX CHINA ETF | $289K |
SNDRSCHNEIDER NATIONAL INC | $289K |
MGMMGM RESORTS INTERNATIONAL | $289K |
NSYNICE LTD ADR | $286K |
RINGISHARES MSCI GLOBAL GOLD MINERS ETF | $285K |
LUVSOUTHWEST AIRLINES CO | $284K |
AMGAFFILIATED MANAGERS GROUP INC | $283K |
PNRPENTAIR PLC | $282K |
RMBS*RAMBUS INC | $281K |
DJUNFT VEST US EQUITY DEEP BFR ETF JUN | $280K |
VTRSVIATRIS INC | $280K |
FOCTFT VEST US EQUITY BUFFER ETF OCT | $278K |
JLLJONES LANG LASALLE INC | $277K |
MOHMOLINA HEALTHCARE INC | $277K |
SIRISIRIUS XM HOLDINGS INC | $276K |
CPCANADIAN PACIFIC KANSAS CITY LTD | $274K |
KDPKEURIG DR PEPPER INC | $274K |