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
401	EWEDWARDS LIFESCIENCES CORPORATION	31,260	$2.3M	0.02%
402	VGTVANGUARD INFORMATION TECHNOLOGY ETF	4,172	$2.3M	0.02%
403	MSIMOTOROLA SOLUTIONS, INC.	5,129	$2.2M	0.02%
404	AZNASTRAZENECA PLC SPONSORED ADR	30,501	$2.2M	0.02%
405	ABNBAIRBNB, INC. CLASS A	18,642	$2.2M	0.02%
406	PNCPNC FINANCIAL SERVICES GROUP, INC.	12,615	$2.2M	0.02%
407	TLTISHARES 20 YEAR TREASURY BOND ETF	24,201	$2.2M	0.02%
408	GSKGSK PLC SPONSORED ADR	56,142	$2.2M	0.02%
409	PWRQUANTA SERVICES, INC.	8,516	$2.2M	0.02%
410	BDXBECTON, DICKINSON AND COMPANY	9,432	$2.2M	0.02%
411	PYPLPAYPAL HOLDINGS, INC.	32,924	$2.1M	0.02%
412	EEMISHARES MSCI EMERGING MARKETS ETF	49,091	$2.1M	0.02%
413	FISFIDELITY NATIONAL INFORMATION SERVICES, INC.	28,702	$2.1M	0.02%
414	IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF	84,735	$2.1M	0.02%
415	VBILVANGUARD 0-3 MONTH TREASURY BILL ETF	28,164	$2.1M	0.02%
416	HCAHCA HEALTHCARE INC	6,065	$2.1M	0.02%
417	AEPAMERICAN ELECTRIC POWER COMPANY, INC.	19,165	$2.1M	0.02%
418	METMETLIFE, INC.	26,075	$2.1M	0.02%
419	UBSIUNITED BANKSHARES, INC.	60,305	$2.1M	0.02%
420	CA8ACACI INTERNATIONAL INC CLASS A	5,686	$2.1M	0.02%
421	DFASDIMENSIONAL U.S. SMALL CAP ETF	34,845	$2.1M	0.02%
422	MPCMARATHON PETROLEUM CORPORATION	14,267	$2.1M	0.02%
423	JCIJOHNSON CONTROLS INTERNATIONAL PLC	25,583	$2.0M	0.02%
424	A4SAMERIPRISE FINANCIAL, INC.	4,229	$2.0M	0.02%
425	SHELSHELL PLC SPONSORED ADR	27,308	$2.0M	0.02%
426	IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF	86,482	$2.0M	0.02%
427	SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF	89,948	$2.0M	0.02%
428	CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A	25,464	$1.9M	0.02%
429	SHVISHARES SHORT TREASURY BOND ETF	17,578	$1.9M	0.02%
430	BIBLINSPIRE 100 ETF	49,821	$1.9M	0.02%
431	DYHTARGET CORPORATION	18,262	$1.9M	0.02%
432	SNPSSYNOPSYS, INC.	4,428	$1.9M	0.02%
433	VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	22,831	$1.9M	0.02%
434	SYYSYSCO CORPORATION	25,197	$1.9M	0.02%
435	APPAPPLOVIN CORP. CLASS A	7,076	$1.9M	0.02%
436	CHDCHURCH & DWIGHT CO., INC.	16,835	$1.9M	0.02%
437	VLOVALERO ENERGY CORPORATION	14,024	$1.9M	0.02%
438	T7DTRANSDIGM GROUP INCORPORATED	1,330	$1.8M	0.02%
439	TFCTRUIST FINANCIAL CORPORATION	44,552	$1.8M	0.02%
440	RCLROYAL CARIBBEAN GROUP	8,893	$1.8M	0.02%
441	IBDINSPIRE CORPORATE BOND ETF	76,783	$1.8M	0.02%
442	FDXFEDEX CORPORATION	7,344	$1.8M	0.02%
443	RCI/BROGERS COMMUNICATIONS INC. CLASS B	66,951	$1.8M	0.02%
444	TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF	39,706	$1.8M	0.02%
445	PRUPRUDENTIAL FINANCIAL, INC.	15,939	$1.8M	0.02%
446	DDOMINION ENERGY INC	31,715	$1.8M	0.02%
447	ABGCENCORA, INC.	6,379	$1.8M	0.02%
448	RPMRPM INTERNATIONAL INC.	15,192	$1.8M	0.02%
449	YUMYUM! BRANDS, INC.	11,137	$1.8M	0.01%
450	SHWSHERWIN-WILLIAMS COMPANY	5,001	$1.7M	0.01%
451	LHLABCORP HOLDINGS INC.	7,473	$1.7M	0.01%
452	ESGEISHARES ESG AWARE MSCI EM ETF	49,661	$1.7M	0.01%
453	FITBFIFTH THIRD BANCORP	44,182	$1.7M	0.01%
454	XLUUTILITIES SELECT SECTOR SPDR FUND	21,759	$1.7M	0.01%
455	HDVISHARES CORE HIGH DIVIDEND ETF	14,123	$1.7M	0.01%
456	AREALEXANDRIA REAL ESTATE EQUITIES, INC.	18,464	$1.7M	0.01%
457	SPLVINVESCO S&P 500 LOW VOLATILITY ETF	22,787	$1.7M	0.01%
458	ADSKAUTODESK, INC.	6,474	$1.7M	0.01%
459	VPUVANGUARD UTILITIES ETF	9,877	$1.7M	0.01%
460	FTNTFORTINET, INC.	17,433	$1.7M	0.01%
461	DVYEISHARES EMERGING MARKETS DIVIDEND ETF	61,387	$1.7M	0.01%
462	URIUNITED RENTALS, INC.	2,649	$1.7M	0.01%
463	EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF	37,989	$1.6M	0.01%
464	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	27,938	$1.6M	0.01%
465	ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF	13,954	$1.6M	0.01%
466	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	28,388	$1.6M	0.01%
467	KRKROGER CO.	23,195	$1.6M	0.01%
468	GMGENERAL MOTORS COMPANY	32,965	$1.6M	0.01%
469	HIGHARTFORD INSURANCE GROUP, INC.	12,401	$1.5M	0.01%
470	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	70,220	$1.5M	0.01%
471	SNOWSNOWFLAKE, INC. CLASS A	10,424	$1.5M	0.01%
472	SONYSONY GROUP CORPORATION SPONSORED ADR	59,838	$1.5M	0.01%
473	RFREGIONS FINANCIAL CORPORATION	69,888	$1.5M	0.01%
474	PODDINSULET CORPORATION	5,777	$1.5M	0.01%
475	APTVAPTIV PLC	25,467	$1.5M	0.01%
476	IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF	72,994	$1.5M	0.01%
477	AESAES CORPORATION	121,562	$1.5M	0.01%
478	LHXL3HARRIS TECHNOLOGIES INC	7,195	$1.5M	0.01%
479	REGNREGENERON PHARMACEUTICALS, INC.	2,356	$1.5M	0.01%
480	DC4DEXCOM, INC.	21,854	$1.5M	0.01%
481	DMXFISHARES ESG ADVANCED MSCI EAFE ETF	22,050	$1.5M	0.01%
482	ALSALLSTATE CORPORATION	7,112	$1.5M	0.01%
483	MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC. SPONSORED ADR	107,527	$1.5M	0.01%
484	RJFRAYMOND JAMES FINANCIAL, INC.	10,480	$1.5M	0.01%
485	LENLENNAR CORPORATION CLASS A	12,680	$1.5M	0.01%
486	KEYKEYCORP	90,874	$1.5M	0.01%
487	LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF	29,558	$1.5M	0.01%
488	TTDTRADE DESK, INC. CLASS A	26,297	$1.4M	0.01%
489	GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF	28,382	$1.4M	0.01%
490	NUENUCOR CORPORATION	11,861	$1.4M	0.01%
491	BPBP PLC SPONSORED ADR	41,822	$1.4M	0.01%
492	IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF	71,260	$1.4M	0.01%
493	CHTRCHARTER COMMUNICATIONS, INC. CLASS A	3,801	$1.4M	0.01%
494	WMBWILLIAMS COMPANIES, INC.	23,388	$1.4M	0.01%
495	CMGCHIPOTLE MEXICAN GRILL, INC.	27,567	$1.4M	0.01%
496	PSAPUBLIC STORAGE	4,581	$1.4M	0.01%
497	GPCGENUINE PARTS COMPANY	11,455	$1.4M	0.01%
498	DOCHEALTHPEAK PROPERTIES, INC.	67,390	$1.4M	0.01%
499	TMTOYOTA MOTOR CORP. SPONSORED ADR	7,682	$1.4M	0.01%
500	TPIFTIMOTHY PLAN INTERNATIONAL ETF	47,060	$1.4M	0.01%

PreviousPage 5 of 11Next