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 |
|---|---|
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $23.3M |
ETNEATON CORP PLC | $23.3M |
ITWILLINOIS TOOL WORKS INC | $22.7M |
AMTAMERICAN TOWER CORP | $22.5M |
TMOTHERMO FISHER SCIENTIFIC INC | $22.0M |
SCHBSCHWAB US BROAD MARKET ETF | $21.9M |
CATCATERPILLAR INC | $21.5M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $21.4M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $21.1M |
ITA*ISHARES US AEROSPACE & DEFENSE ETF | $21.1M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $19.9M |
DHRDANAHER CORP | $19.7M |
GILDGILEAD SCIENCES INC | $19.7M |
HONHONEYWELL INTERNATIONAL INC | $19.6M |
JJACOBS SOLUTIONS INC | $19.5M |
UBERUBER TECHNOLOGIES INC | $19.1M |
SPSMSTATE STREET SPDR PORT S&P 600 SM CPETF | $19.1M |
CPRTCOPART INC | $19.0M |
IWDISHARES RUSSELL 1000 VALUE ETF | $18.9M |
IBTHISHARES IBONDS DEC 2027 TERM TR ETF | $18.1M |
IRMIRON MOUNTAIN INC | $18.0M |
IBTIISHARES IBONDS DEC 2028 TERM TR ETF | $17.9M |
IBMSISHARES IBONDS DEC 2029 TERM TR ETF | $17.7M |
PANWPALO ALTO NETWORKS INC | $17.5M |
VVVANGUARD LARGE-CAP ETF | $17.4M |
CRAICRA INTERNATIONAL INC | $17.2M |
SDYSTATE STREET SPDR S&P DIVIDEND ETF | $17.0M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $16.7M |
CMECME GROUP INC CLASS A | $16.5M |
IWVISHARES RUSSELL 3000 ETF | $16.2M |
EMBISHARES JP MORGAN USD EM MKTS BD ETF | $16.2M |
FFIVF5 INC | $15.8M |
WFCWELLS FARGO & CO | $15.8M |
ACWIISHARES MSCI ACWI ETF | $15.6M |
ROPROPER TECHNOLOGIES INC | $15.5M |
ADPAUTOMATIC DATA PROCESSING INC | $15.1M |
CHRWC.H. ROBINSON WORLDWIDE INC | $15.1M |
IWMISHARES RUSSELL 2000 ETF | $14.9M |
IGEBISHARES INVESTMENT GRADE SYSTMTC BD ETF | $14.7M |
SCMBSCHWAB MUNICIPAL BOND ETF | $14.6M |
SCHZSCHWAB US AGGREGATE BOND ETF | $14.6M |
EMREMERSON ELECTRIC CO | $14.4M |
FSVFIRSTSERVICE CORP ORDINARY SHARES | $14.3M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $13.8M |
HELOJPMORGAN HEDGED EQUITY LDRD OVRLY ETF | $13.8M |
CLCOLGATE-PALMOLIVE CO | $13.5M |
AMDADVANCED MICRO DEVICES INC | $13.4M |
XLVTHE HEALTH CARE SELECT SECTOR SPDR ETF | $13.2M |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $13.1M |
IBMINTERNATIONAL BUSINESS MACHINES CORP | $13.0M |
IEURISHARES CORE MSCI EUROPE ETF | $12.9M |
HYGISHARES IBOXX $ HIGH YIELD CORP BD ETF | $12.8M |
SYKSTRYKER CORP | $12.7M |
IUSGISHARES CORE S&P US GROWTH ETF | $12.4M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $12.4M |
BSJPINVESCO BULLETSHARES 2025 HY CORP BD ETF | $12.4M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $12.3M |
APDAIR PRODUCTS AND CHEMICALS INC | $12.1M |
BACBANK OF AMERICA CORP | $11.9M |
HEIHEICO CORP | $11.8M |
SCHWCHARLES SCHWAB CORP | $11.8M |
FERGFERGUSON ENTERPRISES INC | $11.8M |
XLCTHE COMM SVCS SEL SECT SPDR ETF | $11.8M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $11.6M |
RSGREPUBLIC SERVICES INC | $11.5M |
KNSLKINSALE CAPITAL GROUP INC | $11.4M |
MSIMOTOROLA SOLUTIONS INC | $11.4M |
IUSVISHARES CORE S&P US VALUE ETF | $11.4M |
VYMVANGUARD HIGH DIVIDEND YIELD ETF | $11.4M |
UNHUNITEDHEALTH GROUP INC | $11.3M |
XYLXYLEM INC | $11.3M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $11.2M |
BNLBROADSTONE NET LEASE INC ORDINARY SHARES | $11.1M |
TAT&T INC | $11.1M |
WDAYWORKDAY INC CLASS A | $11.1M |
CITCINTAS CORP | $11.1M |
SNOWSNOWFLAKE INC ORDINARY SHARES | $11.0M |
BXBLACKSTONE INC | $11.0M |
NEENEXTERA ENERGY INC | $10.6M |
IXUSISHARES CORE MSCI TOTAL INTL STK ETF | $10.4M |
NVSNNOVARTIS AG ADR | $10.4M |
IYFISHARES US FINANCIALS ETF | $10.4M |
METMETLIFE INC | $10.3M |
MRKMERCK & CO INC | $10.2M |
DEODIAGEO PLC ADR | $10.2M |
TRITHOMSON REUTERS CORP | $10.1M |
XLKTHE TECHNOLOGY SELECT SECTOR SPDR ETF | $10.1M |
BABOEING CO | $10.1M |
PLTRPALANTIR TECHNOLOGIES INC ORDINARY SHARES - CLASS A | $10.0M |
LRCXLAM RESEARCH CORP | $10.0M |
BACVERIZON COMMUNICATIONS INC | $10.0M |
VTVANGUARD TOTAL WORLD STOCK ETF | $9.9M |
KOCOCA-COLA CO | $9.8M |
STESTERIS PLC | $9.8M |
BALLBALL CORP | $9.7M |
NKENIKE INC CLASS B | $9.7M |
ODFLOLD DOMINION FREIGHT LINE INC ORDINARY SHARES | $9.6M |
4I1PHILIP MORRIS INTERNATIONAL INC | $9.6M |
LAMRLAMAR ADVERTISING CO CLASS A | $9.6M |
ZTSZOETIS INC CLASS A | $9.5M |