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 |
|---|---|
IBKRINTERACTIVE BROKERS GROUP INC CLASS A | $517K |
FT2FIRST HORIZON CORP | $516K |
PG4PRINCIPAL FINANCIAL GROUP INC | $514K |
CINFCINCINNATI FINANCIAL CORP | $507K |
IBNICICI BANK LTD ADR | $504K |
BSCSINVESCO BULLETSHARES 2028 CORP BD ETF | $504K |
OZKBANK OZK | $504K |
KBIAKB FINANCIAL GROUP INC ADR | $503K |
KGCKINROSS GOLD CORP | $498K |
CNRCANADIAN NATIONAL RAILWAY CO | $497K |
SBSWSIBANYE STILLWATER LTD ADR | $495K |
SCCOSOUTHERN COPPER CORP | $494K |
GLGLOBE LIFE INC | $493K |
HASHASBRO INC | $493K |
DJANFT VEST US EQUITY DP BFFR ETF JAN | $492K |
SSNCSS&C TECHNOLOGIES HOLDINGS INC | $489K |
NGGNATIONAL GRID PLC ADR | $488K |
CPAYCORPAY INC | $487K |
BSCRINVESCO BULLETSHARES 2027 CORP BD ETF | $486K |
DGSWISDOMTREE EMERGING MARKETS SMCP DIV ETF | $485K |
LKQ1LKQ CORP | $485K |
AKAMAKAMAI TECHNOLOGIES INC | $484K |
OWLBLUE OWL CAPITAL INC ORDINARY SHARES - CLASS A | $483K |
SSOPROSHARES ULTRA S&P500 | $483K |
PCGPG&E CORP | $483K |
MDBMONGODB INC CLASS A | $479K |
AVTAVNET INC | $477K |
PUKNPRUDENTIAL PLC ADR | $475K |
GIB/ACGI INC CLASS A | $473K |
PPLPPL CORP | $466K |
EMNEASTMAN CHEMICAL CO | $465K |
NXTNEXTRACKER INC ORDINARY SHARES - CLASS A | $464K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $464K |
BLDRBUILDERS FIRSTSOURCE INC | $464K |
NBTBNBT BANCORP INC | $462K |
FDSFACTSET RESEARCH SYSTEMS INC | $461K |
SESEA LTD ADR | $458K |
VEEVVEEVA SYSTEMS INC CLASS A | $457K |
MURMURPHY OIL CORP | $456K |
NLYANNALY CAPITAL MANAGEMENT INC | $454K |
IYMISHARES US BASIC MATERIALS ETF | $450K |
IHGINTERCONTINENTAL HOTELS GROUP PLC ADR | $447K |
INCYINCYTE CORP | $446K |
NWSANEWS CORP CLASS A | $444K |
CBOECBOE GLOBAL MARKETS INC | $444K |
CAGCONAGRA BRANDS INC | $442K |
BRBRBELLRING BRANDS INC CLASS A | $441K |
XLBTHE MATERIALS SELECT SECTOR SPDR ETF | $438K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $437K |
TAKTAKEDA PHARMACEUTICAL CO LTD ADR | $434K |
FWONALIBERTY MEDIA CORP REGISTERED SHS SERIES -C- FORMULA ONE | $433K |
MTARCELORMITTAL SA DEPOSITORY RECEIPT | $433K |
CHTRCHARTER COMMUNICATIONS INC CLASS A | $432K |
ILMNILLUMINA INC | $432K |
GNRCGENERAC HOLDINGS INC | $431K |
REGREGENCY CENTERS CORP | $430K |
TECHBIO-TECHNE CORP | $429K |
AMXAMERICA MOVIL SAB DE CV ADR - SERIES B | $429K |
LYVLIVE NATION ENTERTAINMENT INC | $427K |
NOVNOV INC | $427K |
WTRGESSENTIAL UTILITIES INC | $427K |
FLSFLOWSERVE CORP | $427K |
AOMISHARES CORE 40/60 MODERATE ALLC ETF | $427K |
KHCTHE KRAFT HEINZ CO | $424K |
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF | $423K |
AWMSKYWORKS SOLUTIONS INC | $423K |
SHGSHINHAN FINANCIAL GROUP CO LTD ADR | $420K |
TDYTELEDYNE TECHNOLOGIES INC | $420K |
CDWCDW CORP | $420K |
KBWYINVESCO KBW PREMIUM YIELD EQ REIT ETF | $417K |
IYJISHARES US INDUSTRIALS ETF | $417K |
ALKALASKA AIR GROUP INC | $414K |
WYWEYERHAEUSER CO | $412K |
DESWISDOMTREE US SMALLCAP DIVIDEND ETF | $412K |
SWKSTANLEY BLACK & DECKER INC | $411K |
TRINTRINITY CAPITAL INC ORDINARY SHARES | $409K |
HUBBHUBBELL INC | $409K |
ETENERGY TRANSFER LP | $407K |
FSMDFIDELITY SMALL-MID MULTIFACTOR ETF | $406K |
UUNITY SOFTWARE INC ORDINARY SHARES | $406K |
PKGPACKAGING CORP OF AMERICA | $406K |
VOOGVANGUARD S&P 500 GROWTH ETF | $405K |
ITTITT INC | $404K |
FAPRFT VEST US EQUITY BUFFER ETF APR | $403K |
BBYBEST BUY CO INC | $402K |
FFEBFT VEST US EQUITY BUFFER ETF FEB | $402K |
FBINFORTUNE BRANDS INNOVATIONS INC | $401K |
IFFINTERNATIONAL FLAVORS & FRAGRANCES INC | $399K |
IBDYISHARES IBONDS DEC 2033 TERM CORP ETF | $399K |
CPNGCOUPANG INC ORDINARY SHARES - CLASS A | $398K |
BIPBROOKFIELD INFRASTRUCTURE PARTNERS LP | $396K |
EGPEASTGROUP PROPERTIES INC | $395K |
INVHINVITATION HOMES INC | $394K |
AVYAVERY DENNISON CORP | $392K |
TERTERADYNE INC | $391K |
CHWYCHEWY INC | $390K |
FTVFORTIVE CORP | $390K |
ROLROLLINS INC | $389K |
KVUEKENVUE INC | $386K |
ESLTELBIT SYSTEMS LTD. | $384K |