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 |
|---|---|
SLYVSTATE STREET SPDR S&P 600 SM CPVALETF | $953K |
CMACOMERICA INC | $953K |
VMCVULCAN MATERIALS CO | $952K |
TTENTOTALENERGIES SE ADR | $952K |
NTAPNETAPP INC | $949K |
VOOVANGUARD S&P 500 ETF | $949K |
WSTWEST PHARMACEUTICAL SERVICES INC | $947K |
EVUSISHARES ESG AWARE MSCI USA VALUE ETF | $945K |
VENVENTAS INC | $944K |
DTEDTE ENERGY CO | $944K |
AMEAMETEK INC | $942K |
CYBRCYBERARK SOFTWARE LTD | $940K |
MRVLMARVELL TECHNOLOGY INC | $940K |
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQ ETF | $935K |
MAAMID-AMERICA APARTMENT COMMUNITIES INC | $934K |
BABAALIBABA GROUP HOLDING LTD ADR | $933K |
PAYCPAYCOM SOFTWARE INC | $925K |
EQTEQT CORP | $923K |
MASMASCO CORP | $919K |
BROBROWN & BROWN INC | $918K |
LCTDBLACKROCK WORLD EX US CBN TNSTN RDNS ETF | $916K |
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF | $915K |
TYGTORTOISE ENERGY INFRASTRUCTURE | $905K |
IGLBISHARES 10 YEAR INVMT GRD CORP BD ETF | $905K |
SMCISUPER MICRO COMPUTER INC | $903K |
CCLCARNIVAL CORP | $903K |
BCSBARCLAYS PLC ADR | $897K |
FTECFIDELITY MSCI INFORMATION TECH ETF | $896K |
XFEBFT VEST U.S. EQ MOD BUFFR ETF - JUL | $890K |
CVNACARVANA CO CLASS A | $890K |
LQDISHARES IBOXX $ INVMT GRADE CORP BD ETF | $888K |
ONON SEMICONDUCTOR CORP | $886K |
AWCAMERICAN WATER WORKS CO INC | $883K |
CRCRANE CO | $883K |
JKHYJACK HENRY & ASSOCIATES INC | $875K |
VAWVANGUARD MATERIALS ETF | $874K |
LMBSFIRST TRUST LOW DURATION OPPOS ETF | $874K |
WECWEC ENERGY GROUP INC | $873K |
NWGNATWEST GROUP PLC ADR | $868K |
ESGVVANGUARD ESG US STOCK ETF | $862K |
APOAPOLLO ASSET MANAGEMENT, INC. | $858K |
EAELECTRONIC ARTS INC | $858K |
CFCF INDUSTRIES HOLDINGS INC | $848K |
BNDVANGUARD TOTAL BOND MARKET ETF | $847K |
HLIHOULIHAN LOKEY INC CLASS A | $844K |
ISMDINSPIRE SMALL/MID CAP ETF | $842K |
PENPENUMBRA INC | $839K |
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF | $838K |
RGAREINSURANCE GROUP OF AMERICA INC | $837K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $833K |
VLTOVERALTO CORP | $829K |
GPNGLOBAL PAYMENTS INC | $827K |
ACMAECOM | $826K |
XPOXPO INC | $823K |
TRGPTARGA RESOURCES CORP | $823K |
UBSIUNITED BANKSHARES INC | $823K |
UBSUBS GROUP AG REGISTERED SHARES | $821K |
7HPHP INC | $820K |
CAHCARDINAL HEALTH INC | $817K |
DXJWISDOMTREE JAPAN HEDGED EQUITY ETF | $812K |
LNGCHENIERE ENERGY INC | $808K |
AG8AGILENT TECHNOLOGIES INC | $806K |
SCHOSCHWAB SHORT-TERM US TREASURY ETF | $802K |
AVBAVALONBAY COMMUNITIES INC | $800K |
CASHPATHWARD FINANCIAL INC | $800K |
ALBALBEMARLE CORP | $797K |
XYZBLOCK INC CLASS A | $797K |
GLWCORNING INC | $797K |
EIXEDISON INTERNATIONAL | $795K |
EPDENTERPRISE PRODUCTS PARTNERS LP | $790K |
VGUSVANGUARD ULTRA-SHORT TREASURY ETF | $787K |
RACEFERRARI NV | $786K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $782K |
QLDPROSHARES ULTRA QQQ | $782K |
IBBISHARES BIOTECHNOLOGY ETF | $781K |
CAVACAVA GROUP INC | $780K |
HPEHEWLETT PACKARD ENTERPRISE CO | $774K |
GLPGLOBAL PARTNERS LP | $774K |
ADMARCHER-DANIELS-MIDLAND CO | $770K |
VDCVANGUARD CONSUMER STAPLES ETF | $768K |
PPGPPG INDUSTRIES INC | $766K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $765K |
BIIBBIOGEN INC | $761K |
SLYGSTATE STREET SPDR S&P 600 SM CP GRETF | $760K |
BHPBHP GROUP LTD ADR | $759K |
DTDYNATRACE INC ORDINARY SHARES | $758K |
WRBWR BERKLEY CORP | $757K |
SPYMSTATE STREET SPDR PORT S&P 500 ETF | $757K |
INDAISHARES MSCI INDIA ETF | $752K |
SNASNAP-ON INC | $752K |
BUDANHEUSER-BUSCH INBEV SA/NV ADR | $751K |
EQREQUITY RESIDENTIAL | $750K |
LRNSTRIDE INC | $747K |
HEDJWISDOMTREE EUROPE HEDGED EQUITY ETF | $746K |
UNMUNUM GROUP | $743K |
KIMKIMCO REALTY CORP | $735K |
FJANFT VEST US EQUITY BUFFER ETF JAN | $734K |
LLYELI LILLY AND CO | $730K |
NJRNEW JERSEY RESOURCES CORP | $728K |
TIPISHARES TIPS BOND ETF | $728K |