UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$11.7B
Holdings
1,055
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,055 positions)
| Stock | Value |
|---|---|
ITTITT, INC. | $284K |
MHKMOHAWK INDUSTRIES, INC. | $283K |
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF | $283K |
ARGXARGENX SE SPONSORED ADR | $282K |
NZACSPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $281K |
BKLNINVESCO SENIOR LOAN ETF | $280K |
MOSMOSAIC COMPANY | $280K |
DKSDICK'S SPORTING GOODS, INC. | $279K |
AMXAMERICA MOVIL SAB DE CV SPONSORED ADR CLASS B | $278K |
NTRNUTRIEN LTD. | $276K |
IYEISHARES U.S. ENERGY ETF | $276K |
CECELANESE CORPORATION | $274K |
DFEBFT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY | $274K |
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD. | $274K |
CHWYCHEWY, INC. CLASS A | $273K |
BRXBRIXMOR PROPERTY GROUP, INC. | $272K |
SHGSHINHAN FINANCIAL GROUP CO., LTD. SPONSORED ADR | $269K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $267K |
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $267K |
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | $267K |
TECHBIO-TECHNE CORPORATION | $266K |
EWBCEAST WEST BANCORP, INC. | $266K |
ERICTELEFONAKTIEBOLAGET LM ERICSSON SPONSORED ADR CLASS B | $264K |
VHTVANGUARD HEALTH CARE ETF | $264K |
WTWWILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | $261K |
BCEBCE INC. | $261K |
ARTYISHARES FUTURE AI & TECH ETF | $260K |
WITWIPRO LIMITED SPONSORED ADR | $260K |
BAMBROOKFIELD ASSET MANAGEMENT LTD. CLASS A | $259K |
RRXREGAL REXNORD CORPORATION | $259K |
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $259K |
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | $258K |
CVECENOVUS ENERGY INC. | $255K |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $253K |
DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $253K |
BMOBANK OF MONTREAL | $253K |
FRFIRST INDUSTRIAL REALTY TRUST, INC. | $252K |
TOLTOLL BROTHERS, INC. | $251K |
TDTORONTO-DOMINION BANK | $250K |
DOXAMDOCS LIMITED | $249K |
GDDYGODADDY, INC. CLASS A | $248K |
CADECADENCE BANK | $248K |
SUSAISHARES MSCI USA ESG SELECT ETF | $246K |
SCHPSCHWAB US TIPS ETF | $246K |
WPCW. P. CAREY INC. | $245K |
KGCKINROSS GOLD CORPORATION | $245K |
HLALWAHED FTSE USA SHARIAH ETF | $243K |
FOCTFT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $243K |
IBDYISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $241K |
MGMMGM RESORTS INTERNATIONAL | $241K |
RSPHINVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF | $238K |
HUBBHUBBELL INCORPORATED | $233K |
OCOWENS CORNING | $232K |
PRMBPRIMO BRANDS CORPORATION CLASS A | $232K |
DOCUDOCUSIGN, INC. | $232K |
PTCPTC INC. | $232K |
FYBRFRONTIER COMMUNICATIONS PARENT, INC. | $232K |
ALNTALLIENT INC. | $231K |
MRNAMODERNA, INC. | $231K |
PPCPILGRIM'S PRIDE CORPORATION | $230K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $230K |
ALLEALLEGION PUBLIC LIMITED COMPANY | $230K |
SNASNAP-ON INCORPORATED | $229K |
BNBROOKFIELD CORPORATION | $229K |
CSLCARLISLE COMPANIES INCORPORATED | $229K |
COOCOOPER COMPANIES, INC. | $228K |
TDSTELEPHONE AND DATA SYSTEMS, INC. | $228K |
PNRPENTAIR PLC | $228K |
WSMWILLIAMS-SONOMA, INC. | $226K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $224K |
RBLXROBLOX CORP. CLASS A | $224K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $223K |
PSOPEARSON PLC SPONSORED ADR | $223K |
VOOGVANGUARD S&P 500 GROWTH ETF | $223K |
PNWPINNACLE WEST CAPITAL CORP | $222K |
HALOHALOZYME THERAPEUTICS, INC. | $221K |
FTSLFIRST TRUST SENIOR LOAN FUND | $219K |
NSYNICE LTD. SPONSORED ADR | $219K |
ZBRAZEBRA TECHNOLOGIES CORPORATION CLASS A | $217K |
GGGGRACO INC. | $217K |
ICLRICON PLC | $216K |
TSTENARIS S.A. SPONSORED ADR | $215K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $215K |
WTAIWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $215K |
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE | $215K |
INFYINFOSYS LIMITED SPONSORED ADR | $214K |
PNFPPINNACLE FINANCIAL PARTNERS, INC. | $213K |
VTRSVIATRIS, INC. | $213K |
ZSZSCALER, INC. | $213K |
SCHHSCHWAB U.S. REIT ETF | $212K |
JLLJONES LANG LASALLE INCORPORATED | $212K |
RHPRYMAN HOSPITALITY PROPERTIES, INC. | $212K |
EENI S.P.A. SPONSORED ADR | $212K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $212K |
ESLTELBIT SYSTEMS LTD | $211K |
COHRCOHERENT CORP. | $211K |
TMHCTAYLOR MORRISON HOME CORPORATION | $211K |
AITAPPLIED INDUSTRIAL TECHNOLOGIES, INC. | $210K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $209K |
IBKRINTERACTIVE BROKERS GROUP, INC. CLASS A | $209K |