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 |
|---|---|
NDSNNORDSON CORP | $273K |
IYGISHARES US FINANCIAL SERVICES ETF | $272K |
WHWYNDHAM HOTELS & RESORTS INC ORDINARY SHARES | $272K |
EWBCEAST WEST BANCORP INC | $271K |
WTWWILLIS TOWERS WATSON PLC | $268K |
WPCW.P. CAREY INC | $267K |
SEESEALED AIR CORP | $267K |
LVSLAS VEGAS SANDS CORP | $266K |
PTCPTC INC | $266K |
SMRNUSCALE POWER CORP CLASS A | $265K |
TEAMATLASSIAN CORP CLASS A | $265K |
PDIPIMCO DYNAMIC INCOME | $265K |
XLRETHE REAL ESTATE SELECT SECTOR SPDR | $265K |
BSCQINVESCO BULLETSHARES 2026 CORP BD ETF | $264K |
GJUNFT VEST U.S. EQ MOD BUFFR ETF - JUN | $264K |
OKTAOKTA INC CLASS A | $264K |
LBRDKLIBERTY BROADBAND CORP REGISTERED SHS SERIES -C- | $263K |
BBWIBATH & BODY WORKS INC | $263K |
HTGCHERCULES CAPITAL INC | $262K |
OGEOGE ENERGY CORP | $262K |
UHSUNIVERSAL HEALTH SERVICES INC CLASS B | $260K |
STMSTMICROELECTRONICS NV ADR | $260K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $256K |
JEFJEFFERIES FINANCIAL GROUP INC | $255K |
GNTXGENTEX CORP | $255K |
EENI SPA ADR | $253K |
ROKUROKU INC CLASS A | $253K |
ARGXARGENX SE ADR | $252K |
FYBRFRONTIER COMMUNICATIONS PARENT INC | $251K |
BRXBRIXMOR PROPERTY GROUP INC | $250K |
VODVODAFONE GROUP PLC ADR | $250K |
ERICTELEFONAKTIEBOLAGET L M ERICSSON ADR | $250K |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIV ETF | $250K |
ACWXISHARES MSCI ACWI EX US ETF | $249K |
IYEISHARES US ENERGY ETF | $249K |
BSCTINVESCO BULLETSHARES 2029 CORP BD ETF | $242K |
GILGILDAN ACTIVEWEAR INC | $242K |
FJUNFT VEST US EQUITY BUFFER ETF JUN | $241K |
BAXBAXTER INTERNATIONAL INC | $240K |
CVECENOVUS ENERGY INC | $240K |
UDRUDR INC | $239K |
GENGEN DIGITAL INC | $239K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX ETF | $238K |
EQHEQUITABLE HOLDINGS INC | $238K |
DOCSDOXIMITY INC CLASS A | $237K |
BSSXINVESCO BULLETSHARES 2033 MUNCPL BD ETF | $237K |
AEGAEGON LTD ADR | $237K |
RDDTREDDIT INC CLASS A SHARES | $236K |
BSMWINVESCO BULLETSHARES 2032 MUNCPL BD ETF | $236K |
BSMYINVESCO BULLETSHARES 2034 MUNCPL BD ETF | $236K |
CGTHE CARLYLE GROUP INC | $236K |
SWSMURFIT WESTROCK PLC | $235K |
RSPHINVESCO S&P 500 EQUAL WT HLTH CARE ETF | $235K |
EVREVERCORE INC CLASS A | $234K |
CADECADENCE BANK | $234K |
RDYDR REDDY'S LABORATORIES LTD ADR | $234K |
NVRNVR INC | $233K |
GGGGRACO INC | $232K |
REXRREXFORD INDUSTRIAL REALTY INC | $230K |
SNDKSANDISK CORP ORDINARY SHARES | $230K |
CARTMAPLEBEAR INC | $229K |
SOLVSOLVENTUM CORP | $228K |
SNNSMITH & NEPHEW PLC ADR | $228K |
FQALFIDELITY QUALITY FACTOR ETF | $227K |
DTMDT MIDSTREAM INC ORDINARY SHARES | $227K |
HEIHEICO CORP CLASS A | $226K |
PFGCPERFORMANCE FOOD GROUP CO | $226K |
PBRPETROLEO BRASILEIRO SA PETROBRAS ADR | $226K |
TMHCTAYLOR MORRISON HOME CORP | $225K |
MLIMUELLER INDUSTRIES INC | $225K |
IAUMISHARES GOLD TRUST MICRO | $223K |
MODMODINE MANUFACTURING CO | $223K |
FMSFRESENIUS MEDICAL CARE AG ADR | $223K |
AERAERCAP HOLDINGS NV | $222K |
RYAAYRYANAIR HOLDINGS PLC ADR | $222K |
ELFE.L.F. BEAUTY INC | $221K |
SUSUNCOR ENERGY INC | $221K |
TCBITEXAS CAPITAL BANCSHARES INC | $220K |
RIVNRIVIAN AUTOMOTIVE INC CLASS A | $220K |
NUNU HOLDINGS LTD ORDINARY SHARES CLASS A | $218K |
ADCAGREE REALTY CORP | $218K |
THCTENET HEALTHCARE CORP | $217K |
ASXASE TECHNOLOGY HOLDING CO LTD ADR | $217K |
IBDZISHARES IBONDS DEC 2034 TERM CORP ETF | $215K |
CTRACOTERRA ENERGY INC ORDINARY SHARES | $215K |
FXOFIRST TRUST FINANCIALS ALPHADEX ETF | $215K |
IXORIX CORP ADR | $214K |
CSLCARLISLE COMPANIES INC | $213K |
PHGKONINKLIJKE PHILIPS NV ADR | $213K |
WITWIPRO LTD ADR | $212K |
CMCANADIAN IMPERIAL BANK OF COMMERCE | $212K |
OMFONEMAIN HOLDINGS INC | $212K |
GLDMSPDR GOLD MINISHARES | $212K |
TDSTELEPHONE AND DATA SYSTEMS INC | $212K |
PSKYPARAMOUNT SKYDANCE CORP ORDINARY SHARES - CLASS B | $211K |
STZCONSTELLATION BRANDS INC CLASS A | $211K |
SCHPSCHWAB US TIPS ETF | $210K |
FDECFT VEST US EQUITY BUFFER ETF DEC | $210K |
SUXTD SYNNEX CORP | $210K |
USFDUS FOODS HOLDING CORP | $210K |