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 |
|---|---|
UHSUNIVERSAL HEALTH SERVICES, INC. CLASS B | $208K |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $208K |
SFMSPROUTS FARMERS MARKET, INC. | $208K |
NOKNOKIA OYJ SPONSORED ADR | $205K |
SUSUNCOR ENERGY INC. | $204K |
IBMSISHARES IBONDS DEC 2030 TERM MUNI BOND ETF | $202K |
RLRALPH LAUREN CORPORATION CLASS A | $202K |
EQHEQUITABLE HOLDINGS, INC. | $201K |
BKHBLACK HILLS CORPORATION | $201K |
HYFIAB HIGH YIELD ETF | $201K |
RDYDR. REDDY'S LABORATORIES LTD. SPONSORED ADR | $201K |
BSMVINVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $200K |
ARANTERO RESOURCES CORPORATION | $200K |
GOODGLADSTONE COMMERCIAL CORPORATION | $200K |
AEGAEGON LTD. SPONSORED ADR | $195K |
DNPDNP SELECT INCOME FUND INC | $184K |
VODVODAFONE GROUP PLC SPONSORED ADR | $184K |
UGUNITED-GUARDIAN, INC. | $180K |
CSQCALAMOS STRATEGIC TOTAL RETURN FUND | $173K |
CIONCION INVESTMENT CORP. | $170K |
AMCRAMCOR PLC | $166K |
GAINGLADSTONE INVESTMENT CORPORATION | $160K |
IVZINVESCO LTD. | $159K |
AALAMERICAN AIRLINES GROUP INC. | $159K |
TELFYTELEFONICA SA SPONSORED ADR | $155K |
OGNORGANON & CO. | $150K |
0VVBPARAMOUNT GLOBAL CLASS B | $145K |
CORZCORE SCIENTIFIC INC | $145K |
NUNU HOLDINGS LTD. CLASS A | $134K |
AVKADVENT CONVERTIBLE AND INCOME FUND | $129K |
PGXINVESCO PREFERRED ETF | $128K |
FSLYFASTLY, INC. CLASS A | $118K |
ITUBITAU UNIBANCO HOLDING S.A. SPONSORED ADR PFD | $117K |
UMCUNITED MICROELECTRONICS CORP. SPONSORED ADR | $117K |
SOFISOFI TECHNOLOGIES INC | $117K |
CLMCORNERSTONE STRATEGIC INVESTMENT FUND, INC. | $104K |
CWKCUSHMAN & WAKEFIELD PLC | $103K |
ASXASE TECHNOLOGY HOLDING CO., LTD. SPONSORED ADR | $98K |
TKCTURKCELL ILETISIM HIZMETLERI A.S. SPONSORED ADR | $96K |
SBSWSIBANYE STILLWATER LIMITED SPONSORED ADR | $92K |
PTONPELOTON INTERACTIVE, INC. CLASS A | $88K |
ACPABRDN INCOME CREDIT STRATEGIES FUND OF BENEF INTEREST | $86K |
OXLCLOXFORD LANE CAPITAL CORP | $75K |
MPTMEDICAL PROPERTIES TRUST, INC. | $73K |
IVVDINVIVYD, INC. | $59K |
IGRCBRE GLOBAL REAL ESTATE INCOME FUND | $54K |
CORZWCORE SCIENTIFIC INC WARRANT 2024-19.01.27 ON CORE SCIENTIFIC | $49K |
WOLF*WOLFSPEED INC | $38K |
CCIVGBPLUCID GROUP, INC. | $37K |
BBDBANCO BRADESCO SA SPONSORED ADR PFD | $37K |
DOUGDOUGLAS ELLIMAN INC. | $34K |
ABEVAMBEV SA SPONSORED ADR | $29K |
LDILOANDEPOT, INC. CLASS A | $22K |
NOTVINOTIV, INC. | $22K |
IAUI-80 GOLD CORP | $9K |
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