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 |
|---|---|
NTESNETEASE INC ADR | $210K |
IVZINVESCO LTD | $209K |
ETHGRAYSCALE ETHEREUM MINI TRUST ETF | $209K |
SCHRSCHWAB INTERMEDIATE-TERM US TRS ETF | $208K |
HYFIAB HIGH YIELD ETF | $208K |
INFYINFOSYS LTD ADR | $208K |
BABINVESCO TAXABLE MUNICIPAL BOND ETF | $207K |
UMBFUMB FINANCIAL CORP | $207K |
MTRNMATERION CORP | $207K |
AITAPPLIED INDUSTRIAL TECHNOLOGIES INC | $205K |
FELCFIDELITY ENHANCED LARGE CAP CORE ETF | $205K |
CLVTRIP.COM GROUP LTD ADR | $205K |
OHIOMEGA HEALTHCARE INVESTORS INC | $204K |
ORIOLD REPUBLIC INTERNATIONAL CORP | $203K |
OKLOOKLO INC CLASS A SHARES | $203K |
DFAXDIMENSIONAL WORLD EX US CORE EQ 2 ETF | $202K |
CRTOCRITEO SA ADR | $202K |
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $201K |
PNWPINNACLE WEST CAPITAL CORP | $201K |
CBTCABOT CORP | $201K |
EX9EXELIXIS INC | $200K |
WOPWOODSIDE ENERGY GROUP LTD ADR | $198K |
TELFYTELEFONICA SA ADR | $194K |
BSCUINVESCO BULLETSHARES 2030 CORP BD ETF | $191K |
CORZWCORE SCIENTIFIC, INC | $187K |
PSOPEARSON PLC ADR | $185K |
OGNORGANON & CO ORDINARY SHARES | $175K |
NOKNOKIA OYJ ADR | $170K |
CWKCUSHMAN & WAKEFIELD PLC | $160K |
UGUNITED-GUARDIAN INC | $158K |
PTONPELOTON INTERACTIVE INC | $156K |
ITUBITAU UNIBANCO HOLDING SA ADR | $155K |
WENTHE WENDY'S CO CLASS A | $151K |
AALAMERICAN AIRLINES GROUP INC | $149K |
IMMXIMMIX BIOPHARMA INC | $148K |
UMCUNITED MICROELECTRONICS CORP ADR | $133K |
CNHICNH INDUSTRIAL NV | $127K |
BRK/BBERKSHIRE HATHAWAY INC CLASS B | $126K |
PGXINVESCO PREFERRED ETF | $123K |
PKPARK HOTELS & RESORTS INC | $115K |
METAMETA PLATFORMS INC CLASS A | $114K |
CIONCION INVT CORP ORDINARY SHARES | $109K |
IVVDINVIVYD INC ORDINARY SHARES | $106K |
HUNHUNTSMAN CORP | $102K |
NMFCNEW MOUNTAIN FINANCE CORP | $97K |
TKCTURKCELL ILETISIM HIZMETLERI AS ADR | $91K |
SPYSPDR S&P 500 ETF | $79K |
COSTCOSTCO WHOLESALE CORP | $78K |
ABATAMERICAN BATTERY TECHNOLOGY CO | $61K |
BBDBANK BRADESCO SA ADR | $60K |
DOUGDOUGLAS ELLIMAN INC | $59K |
MPTMEDICAL PROPERTIES TRUST INC | $56K |
IGRCBRE GLOBAL REAL ESTATE INCOME | $54K |
ASMLASML HOLDING NV ADR | $52K |
LDILOANDEPOT INC CLASS A | $45K |
COTYCOTY INC CLASS A | $43K |
MAMASTERCARD INC CLASS A | $42K |
ABEVAMBEV SA ADR | $31K |
HPPHUDSON PACIFIC PROPERTIES INC | $30K |
NFLXNETFLIX INC | $28K |
INTUINTUIT INC | $27K |
NDQINVESCO QQQ TRUST | $27K |
BKNGBOOKING HOLDINGS INC | $23K |
PHPARKER HANNIFIN CORP | $23K |
GEVGE VERNOVA INC | $20K |
PROPPRAIRIE OPERATING CO | $20K |
NOWSERVICENOW INC | $19K |
GSTHE GOLDMAN SACHS GROUP INC | $19K |
NOTVINOTIV INC | $15K |
BLKBLACKROCK INC | $12K |
MSCIMSCI INC | $10K |
APPAPPLOVIN CORP ORDINARY SHARES - CLASS A | $7K |
NOCNORTHROP GRUMMAN CORP | $6K |
BRK-BBERKSHIRE HATHAWAY INC CLASS A | $6K |
KLACKLA CORP | $5K |
AZOAUTOZONE INC | $5K |
SPOTSPOTIFY TECHNOLOGY SA | $5K |
EQIXEQUINIX INC | $4K |
GWWW.W. GRAINGER INC | $3K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $3K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $3K |
MCKMCKESSON CORP | $3K |
URIUNITED RENTALS INC | $3K |
MPWRMONOLITHIC POWER SYSTEMS INC | $2K |
T7DTRANSDIGM GROUP INC | $2K |
EMEEMCOR GROUP INC | $2K |
IDXXIDEXX LABORATORIES INC | $2K |
MLB1MERCADOLIBRE INC | $1K |
REGNREGENERON PHARMACEUTICALS INC | $1K |
MLMMARTIN MARIETTA MATERIALS INC | $1K |
CWCURTISS-WRIGHT CORP | $1K |
AXONAXON ENTERPRISE INC | $1K |
CASYCASEY'S GENERAL STORES INC | $1K |
ULTAULTA BEAUTY INC | $1K |
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