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 |
|---|---|
FDNFIRST TRUST DOW JONES INTERNET ETF | $728K |
AEEAMEREN CORP | $721K |
SMLVSTATE STREET SPDR USSMCAPLOWVOLINDETF | $721K |
VIKVIKING HOLDINGS LTD | $716K |
FJULFT VEST US EQUITY BUFFER ETF JUL | $714K |
CMSCMS ENERGY CORP | $709K |
SONSONOCO PRODUCTS CO | $708K |
EVRGEVERGY INC | $707K |
RBLXROBLOX CORP ORDINARY SHARES - CLASS A | $706K |
VOEVANGUARD MID-CAP VALUE ETF | $700K |
VRSKVERISK ANALYTICS INC | $700K |
AMANTERO MIDSTREAM CORP | $697K |
TROWT. ROWE PRICE GROUP INC | $697K |
TEVATEVA PHARMACEUTICAL INDUSTRIES LTD ADR | $693K |
GAUGFT VEST U.S. EQ MOD BUFFR ETF - AUG | $691K |
GBILGOLDMAN SACHS ACCESS TREASURY 0-1 YR ETF | $685K |
TXRHTEXAS ROADHOUSE INC | $681K |
OMCOMNICOM GROUP INC | $681K |
SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF | $680K |
IYY*ISHARES DOW JONES US ETF | $678K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $676K |
JBLJABIL INC | $675K |
DSGTHE DESCARTES SYSTEMS GROUP INC | $675K |
IBMSISHARES IBONDS DEC 2030 TERM MUN BD ETF | $673K |
LNCLINCOLN NATIONAL CORP | $673K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $670K |
IGVISHARES EXPANDED TECH-SOFTWARE SECT ETF | $665K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $664K |
IPINTERNATIONAL PAPER CO | $662K |
BSMVINVESCO BULLETSHARES 2031 MUNCPL BD ETF | $659K |
NXPINXP SEMICONDUCTORS NV | $657K |
POSTPOST HOLDINGS INC | $656K |
TXTTEXTRON INC | $655K |
VRSNVERISIGN INC | $655K |
BPOPPOPULAR INC | $652K |
STLDSTEEL DYNAMICS INC | $648K |
KEYSKEYSIGHT TECHNOLOGIES INC | $647K |
RRXREGAL REXNORD CORP | $640K |
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | $637K |
CSGPCOSTAR GROUP INC | $637K |
ITBISHARES US HOME CONSTRUCTION ETF | $632K |
WF2WINTRUST FINANCIAL CORP | $631K |
LDOSLEIDOS HOLDINGS INC | $630K |
VSSVANGUARD FTSE ALL-WLD EX-US SMCP ETF | $629K |
SFMSPROUTS FARMERS MARKET INC | $628K |
EXPEEXPEDIA GROUP INC | $624K |
LINELINEAGE INC REIT | $624K |
VFHVANGUARD FINANCIALS ETF | $620K |
EFSIEAGLE FINANCIAL SERVICES INC | $613K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE INC | $612K |
FSEPFT VEST US EQUITY BUFFER ETF SEP | $610K |
GDDYGODADDY INC CLASS A | $603K |
AHRAMERICAN HEALTHCARE REIT INC ORDINARY SHARES | $600K |
FEFIRSTENERGY CORP | $597K |
BAHBOOZ ALLEN HAMILTON HOLDING CORP CLASS A | $595K |
AMCRAMCOR PLC ORDINARY SHARES | $595K |
DGXQUEST DIAGNOSTICS INC | $594K |
ZIONZIONS BANCORP NA | $592K |
AIQGLOBAL X ARTFCL INTLGC & TECH ETF | $591K |
DFATDIMENSIONAL US TARGETED VALUE ETF | $590K |
SBACSBA COMMUNICATIONS CORP CLASS A | $590K |
MOSTHE MOSAIC CO | $590K |
VCLTVANGUARD LONG-TERM CORPORATE BD ETF | $589K |
ESSESSEX PROPERTY TRUST INC | $586K |
HMCHONDA MOTOR CO LTD ADR | $584K |
LLOEWS CORP | $584K |
FGDLFRANKLIN RESPONSIBLY SOURCED GOLD ETF | $583K |
CLXCLOROX CO | $583K |
FVDFIRST TRUST VALUE LINE DIVIDEND ETF | $582K |
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC | $581K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $579K |
EQNREQUINOR ASA ADR | $578K |
FIXCOMFORT SYSTEMS USA INC | $578K |
GATXGATX CORP | $576K |
IVVISHARES CORE S&P 500 ETF | $572K |
WBSWEBSTER FINANCIAL CORP | $570K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $568K |
LYGLLOYDS BANKING GROUP PLC ADR | $567K |
PNFPPINNACLE FINANCIAL PARTNERS INC | $566K |
CRDOCREDO TECHNOLOGY GROUP HOLDING LTD | $566K |
BWABORGWARNER INC | $563K |
HUBSHUBSPOT INC | $562K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZN ETF | $560K |
HSYTHE HERSHEY CO | $555K |
AFRMAFFIRM HOLDINGS INC ORDINARY SHARES - CLASS A | $553K |
RNRRENAISSANCERE HOLDINGS LTD | $552K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $551K |
MCXMCCORMICK & CO INC ORDINARY SHARES (NON VOTING) | $550K |
DLTRDOLLAR TREE INC | $550K |
IFRAISHARES US INFRASTRUCTURE ETF | $550K |
CRLCHARLES RIVER LABORATORIES INTERNATIONAL INC | $539K |
COOTHE COOPER COMPANIES INC | $533K |
TTDTHE TRADE DESK INC CLASS A | $521K |
KELKELLANOVA | $520K |
NRANRG ENERGY INC | $519K |
VDEVANGUARD ENERGY ETF | $518K |
SLVISHARES SILVER TRUST | $518K |
CNPCENTERPOINT ENERGY INC | $518K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $518K |
ZBHZIMMER BIOMET HOLDINGS INC | $518K |