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	Shares	Value	% Portfolio	Type
301	DOVDOVER CORPORATION	22,989	$4.0M	0.03%
302	BRK-BBERKSHIRE HATHAWAY INC. CLASS A	5	$4.0M	0.03%
303	IEFISHARES 7-10 YEAR TREASURY BOND ETF	41,656	$4.0M	0.03%
304	CMCSACOMCAST CORPORATION CLASS A	106,973	$3.9M	0.03%
305	INTCINTEL CORPORATION	173,664	$3.9M	0.03%
306	MARMARRIOTT INTERNATIONAL, INC. CLASS A	16,550	$3.9M	0.03%	Call
307	USXFISHARES ESG ADVANCED MSCI USA ETF	82,616	$3.9M	0.03%
308	DSIISHARES ESG MSCI KLD 400 ETF	37,226	$3.8M	0.03%
309	GIB/ACGI INC. CLASS A	38,147	$3.8M	0.03%
310	PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF	175,894	$3.8M	0.03%
311	WATWATERS CORPORATION	10,209	$3.8M	0.03%
312	PLTRPALANTIR TECHNOLOGIES INC. CLASS A	44,367	$3.7M	0.03%
313	8CWCROWN CASTLE INC.	35,430	$3.7M	0.03%
314	SNYSANOFI SA SPONSORED ADR	65,997	$3.7M	0.03%
315	CVSCVS HEALTH CORPORATION	53,879	$3.7M	0.03%
316	KMBKIMBERLY-CLARK CORPORATION	25,566	$3.6M	0.03%
317	CDNSCADENCE DESIGN SYSTEMS, INC.	14,157	$3.6M	0.03%
318	KMXCARMAX, INC.	45,726	$3.6M	0.03%
319	EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF	45,597	$3.6M	0.03%
320	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	35,292	$3.6M	0.03%
321	SOXXISHARES SEMICONDUCTOR ETF	18,829	$3.5M	0.03%
322	SAPSAP SE SPONSORED ADR	13,179	$3.5M	0.03%
323	WMWASTE MANAGEMENT, INC.	15,106	$3.5M	0.03%
324	SCHESCHWAB EMERGING MARKETS EQUITY ETF	126,156	$3.5M	0.03%
325	MRSHMARSH & MCLENNAN COMPANIES, INC.	14,242	$3.5M	0.03%
326	XLFFINANCIAL SELECT SECTOR SPDR FUND	69,759	$3.5M	0.03%
327	MOALTRIA GROUP, INC.	57,813	$3.5M	0.03%
328	VPLVANGUARD FTSE PACIFIC ETF	47,635	$3.5M	0.03%
329	LVLNSPDR S&P REGIONAL BANKING ETF	60,700	$3.5M	0.03%	Put
330	KLACKLA CORPORATION	5,060	$3.4M	0.03%
331	GWWW.W. GRAINGER, INC.	3,453	$3.4M	0.03%
332	SPOTSPOTIFY TECHNOLOGY SA	6,156	$3.4M	0.03%
333	IWBISHARES RUSSELL 1000 ETF	11,014	$3.4M	0.03%
334	FCXFREEPORT-MCMORAN, INC.	88,886	$3.4M	0.03%
335	LAMRLAMAR ADVERTISING COMPANY CLASS A	29,538	$3.4M	0.03%
336	MDYSPDR S&P MIDCAP 400 ETF TRUST	6,290	$3.4M	0.03%
337	WELLWELLTOWER INC.	21,889	$3.4M	0.03%
338	MNSTMONSTER BEVERAGE CORPORATION	56,873	$3.3M	0.03%
339	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	31,184	$3.3M	0.03%
340	BUFRFT VEST LADDERED BUFFER ETF	109,958	$3.3M	0.03%
341	GISGENERAL MILLS, INC.	54,596	$3.3M	0.03%
342	MMM3M COMPANY	21,972	$3.2M	0.03%
343	XLEENERGY SELECT SECTOR SPDR FUND	34,479	$3.2M	0.03%
344	GQ9SPDR GOLD SHARES	11,113	$3.2M	0.03%
345	HLTHILTON WORLDWIDE HOLDINGS INC.	13,976	$3.2M	0.03%
346	EAGGISHARES ESG AWARE US AGGREGATE BOND ETF	66,277	$3.1M	0.03%
347	ELVELEVANCE HEALTH, INC.	7,157	$3.1M	0.03%
348	SCHWCHARLES SCHWAB CORP	39,742	$3.1M	0.03%
349	AFLAFLAC INCORPORATED	27,943	$3.1M	0.03%
350	KMIKINDER MORGAN INC CLASS P	108,098	$3.1M	0.03%
351	MGVVANGUARD MEGA CAP VALUE ETF	23,640	$3.0M	0.03%
352	ZTSZOETIS, INC. CLASS A	18,375	$3.0M	0.03%
353	JPMALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044	92,000	$3.0M	0.03%
354	DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND	60,006	$3.0M	0.03%
355	FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP	45,223	$2.9M	0.03%
356	LMTLOCKHEED MARTIN CORPORATION	6,585	$2.9M	0.03%
357	IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF	40,879	$2.8M	0.02%
358	SUSCISHARES ESG AWARE USD CORPORATE BOND ETF	121,787	$2.8M	0.02%
359	AIGAMERICAN INTERNATIONAL GROUP, INC.	32,292	$2.8M	0.02%
360	MGKVANGUARD MEGA CAP GROWTH ETF	9,003	$2.8M	0.02%
361	IBMPISHARES IBONDS DEC 2027 TERM MUNI BOND ETF	109,992	$2.8M	0.02%
362	EQIXEQUINIX, INC.	3,410	$2.8M	0.02%
363	IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF	108,114	$2.8M	0.02%
364	IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF	103,250	$2.8M	0.02%
365	COFCAPITAL ONE FINANCIAL CORP	15,356	$2.8M	0.02%
366	USBU.S. BANCORP	64,621	$2.7M	0.02%
367	MUMICRON TECHNOLOGY, INC.	31,231	$2.7M	0.02%
368	IBMQISHARES IBONDS DEC 2028 TERM MUNI BOND ETF	107,136	$2.7M	0.02%
369	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	61,051	$2.7M	0.02%
370	BKBANK OF NEW YORK MELLON CORP	32,130	$2.7M	0.02%
371	XLIINDUSTRIAL SELECT SECTOR SPDR FUND	20,413	$2.7M	0.02%
372	TRVCCITIGROUP INC.	37,426	$2.7M	0.02%
373	ECLECOLAB INC.	10,340	$2.6M	0.02%
374	SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	61,600	$2.6M	0.02%
375	VOTVANGUARD MID-CAP GROWTH ETF	10,473	$2.6M	0.02%
376	DFSEURDISCOVER FINANCIAL SERVICES	14,946	$2.6M	0.02%
377	OKEONEOK, INC.	25,659	$2.5M	0.02%
378	SCHMSCHWAB U.S. MID-CAP ETF	97,037	$2.5M	0.02%
379	CEGCONSTELLATION ENERGY CORPORATION	12,448	$2.5M	0.02%
380	IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF	103,760	$2.5M	0.02%
381	GEVGE VERNOVA INC.	8,176	$2.5M	0.02%
382	ICEINTERCONTINENTAL EXCHANGE, INC.	14,400	$2.5M	0.02%
383	PTLINSPIRE 500 ETF	11,960	$2.5M	0.02%
384	IWPISHARES RUSSELL MID-CAP GROWTH ETF	20,733	$2.4M	0.02%
385	IBMRISHARES IBONDS DEC 2029 TERM MUNI BOND ETF	97,011	$2.4M	0.02%
386	AFWALIGN TECHNOLOGY, INC.	15,269	$2.4M	0.02%
387	SDOGALPS SECTOR DIVIDEND DOGS ETF	41,579	$2.4M	0.02%
388	TRVTRAVELERS COMPANIES, INC.	9,101	$2.4M	0.02%
389	AONAON PLC CLASS A	6,016	$2.4M	0.02%
390	PFFISHARES PREFERRED & INCOME SECURITIES ETF	78,124	$2.4M	0.02%
391	PCARPACCAR INC	24,636	$2.4M	0.02%
392	TTTRANE TECHNOLOGIES PLC	7,063	$2.4M	0.02%
393	MCKMCKESSON CORPORATION	3,519	$2.4M	0.02%
394	SLBSCHLUMBERGER LIMITED	56,297	$2.4M	0.02%
395	CWISPDR MSCI ACWI EX-US ETF	79,403	$2.3M	0.02%
396	SPGSIMON PROPERTY GROUP, INC.	14,042	$2.3M	0.02%
397	ANETARISTA NETWORKS, INC.	30,063	$2.3M	0.02%
398	CARRCARRIER GLOBAL CORP.	36,642	$2.3M	0.02%
399	BXBLACKSTONE INC.	16,346	$2.3M	0.02%
400	NSCNORFOLK SOUTHERN CORPORATION	9,598	$2.3M	0.02%

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