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
501	SMFGSUMITOMO MITSUI FINANCIAL GROUP INC SPONSORED ADR	87,274	$1.3M	0.01%
502	HBC2HSBC HOLDINGS PLC SPONSORED ADR	23,432	$1.3M	0.01%
503	LULULULULEMON ATHLETICA INC.	4,735	$1.3M	0.01%
504	IBTLISHARES IBONDS DEC 2031 TERM TREASURY ETF	65,613	$1.3M	0.01%
505	IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF	53,358	$1.3M	0.01%
506	EXREXTRA SPACE STORAGE INC.	8,977	$1.3M	0.01%
507	FFBCFIRST FINANCIAL BANCORP.	53,319	$1.3M	0.01%
508	CBRECBRE GROUP, INC. CLASS A	10,170	$1.3M	0.01%
509	SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	53,143	$1.3M	0.01%
510	WWJDINSPIRE INTERNATIONAL ETF	42,892	$1.3M	0.01%
511	MLB1MERCADOLIBRE, INC.	671	$1.3M	0.01%
512	PEOEXELON CORPORATION	28,066	$1.3M	0.01%
513	JKHYJACK HENRY & ASSOCIATES, INC.	7,014	$1.3M	0.01%
514	IWOISHARES RUSSELL 2000 GROWTH ETF	5,005	$1.3M	0.01%
515	SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF	27,791	$1.3M	0.01%
516	HWMHOWMET AEROSPACE INC.	9,801	$1.3M	0.01%
517	MCHPMICROCHIP TECHNOLOGY INCORPORATED	26,190	$1.3M	0.01%
518	TTENTOTALENERGIES SE SPONSORED ADR	19,484	$1.3M	0.01%
519	INGING GROEP NV SPONSORED ADR	64,066	$1.3M	0.01%
520	KVUEKENVUE, INC.	52,268	$1.3M	0.01%
521	DVNDEVON ENERGY CORPORATION	33,505	$1.3M	0.01%
522	IWNISHARES RUSSELL 2000 VALUE ETF	8,277	$1.2M	0.01%
523	EDCONSOLIDATED EDISON, INC.	11,194	$1.2M	0.01%
524	TBLLINVESCO SHORT TERM TREASURY ETF	11,553	$1.2M	0.01%
525	VICIVICI PROPERTIES INC	37,175	$1.2M	0.01%
526	TMPTOMPKINS FINANCIAL CORPORATION	19,179	$1.2M	0.01%
527	ROKROCKWELL AUTOMATION, INC.	4,663	$1.2M	0.01%
528	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	2,854	$1.2M	0.01%
529	RMERESMED INC.	5,335	$1.2M	0.01%
530	STZCONSTELLATION BRANDS, INC. CLASS A	6,329	$1.2M	0.01%
531	XELXCEL ENERGY INC.	16,291	$1.2M	0.01%
532	ACGLARCH CAPITAL GROUP LTD.	11,984	$1.2M	0.01%
533	FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF	19,259	$1.2M	0.01%
534	ROSTROSS STORES, INC.	8,940	$1.1M	0.01%
535	ETRENTERGY CORPORATION	13,244	$1.1M	0.01%
536	FASTFASTENAL COMPANY	14,453	$1.1M	0.01%
537	HBANHUNTINGTON BANCSHARES INCORPORATED	74,380	$1.1M	0.01%
538	VONVVANGUARD RUSSELL 1000 VALUE ETF	13,429	$1.1M	0.01%
539	NEARISHARES SHORT DURATION BOND ACTIVE ETF	21,715	$1.1M	0.01%
540	AVUSAVANTIS U.S. EQUITY ETF	11,957	$1.1M	0.01%
541	XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	5,583	$1.1M	0.01%
542	IBBISHARES BIOTECHNOLOGY ETF	8,619	$1.1M	0.01%
543	AORISHARES CORE 60/40 BALANCED ALLOCATION ETF	18,970	$1.1M	0.01%
544	IXNISHARES GLOBAL TECH ETF	14,361	$1.1M	0.01%
545	PEGPUBLIC SERVICE ENTERPRISE GROUP INC	13,202	$1.1M	0.01%
546	EFXEQUIFAX INC.	4,408	$1.1M	0.01%
547	FANGDIAMONDBACK ENERGY, INC.	6,695	$1.1M	0.01%
548	AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF	13,971	$1.1M	0.01%
549	HESHESS CORPORATION	6,663	$1.1M	0.01%
550	TRGPTARGA RESOURCES CORP.	5,307	$1.1M	0.01%
551	IWSISHARES RUSSELL MID-CAP VALUE ETF	8,440	$1.1M	0.01%
552	SHOPSHOPIFY, INC. CLASS A	10,940	$1.0M	0.01%
553	CTVACORTEVA INC	16,535	$1.0M	0.01%
554	PAYCPAYCOM SOFTWARE, INC.	4,744	$1.0M	0.01%
555	CMICUMMINS INC.	3,306	$1.0M	0.01%
556	MLMMARTIN MARIETTA MATERIALS, INC.	2,159	$1.0M	0.01%
557	NEMNEWMONT CORPORATION	21,302	$1.0M	0.01%
558	DASHDOORDASH, INC. CLASS A	5,614	$1.0M	0.01%
559	MAAMID-AMERICA APARTMENT COMMUNITIES, INC.	6,060	$1.0M	0.01%
560	VENVENTAS, INC.	14,719	$1.0M	0.01%
561	DDOGDATADOG, INC. CLASS A	10,134	$1.0M	0.01%
562	VRTVERTIV HOLDINGS CO. CLASS A	13,837	$999K	0.01%
563	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	12,529	$982K	0.01%
564	DDDUPONT DE NEMOURS, INC.	13,044	$974K	0.01%
565	OREALTY INCOME CORPORATION	16,678	$967K	0.01%
566	AWCAMERICAN WATER WORKS COMPANY, INC.	6,522	$962K	0.01%
567	FFORD MOTOR COMPANY	95,650	$959K	0.01%
568	PHMPULTEGROUP, INC.	9,297	$956K	0.01%
569	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	12,960	$955K	0.01%
570	AVBAVALONBAY COMMUNITIES, INC.	4,431	$951K	0.01%
571	LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF	20,556	$949K	0.01%
572	XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF	15,323	$946K	0.01%
573	IDXXIDEXX LABORATORIES, INC.	2,235	$939K	0.01%
574	VGKVANGUARD FTSE EUROPE ETF	13,358	$938K	0.01%
575	SCHOSCHWAB SHORT-TERM US TREASURY ETF	38,431	$935K	0.01%
576	BXPBXP INC	13,802	$927K	0.01%
577	IRINGERSOLL RAND INC.	11,581	$927K	0.01%
578	OXYOCCIDENTAL PETROLEUM CORPORATION	18,671	$922K	0.01%
579	CMACOMERICA INCORPORATED	15,590	$921K	0.01%
580	HALHALLIBURTON COMPANY	36,254	$920K	0.01%
581	EMHYISHARES J.P. MORGAN EM HIGH YIELD BOND ETF	24,018	$918K	0.01%
582	AMEAMETEK, INC.	5,300	$912K	0.01%
583	DRIDARDEN RESTAURANTS, INC.	4,389	$912K	0.01%
584	GEHCGE HEALTHCARE TECHNOLOGIES INC.	11,279	$910K	0.01%
585	BRBRBELLRING BRANDS, INC.	12,170	$906K	0.01%
586	LINELINEAGE, INC.	15,389	$902K	0.01%
587	BKRBAKER HUGHES COMPANY CLASS A	20,242	$890K	0.01%
588	SBACSBA COMMUNICATIONS CORP. CLASS A	4,028	$886K	0.01%
589	DTEDTE ENERGY COMPANY	6,388	$883K	0.01%
590	SYFSYNCHRONY FINANCIAL	16,637	$881K	0.01%
591	STTSTATE STREET CORPORATION	9,823	$879K	0.01%
592	VRSKVERISK ANALYTICS, INC.	2,937	$874K	0.01%
593	VTEBVANGUARD TAX-EXEMPT BOND ETF	17,560	$871K	0.01%
594	DALDELTA AIR LINES, INC.	19,973	$871K	0.01%
595	ESEVERSOURCE ENERGY	13,981	$868K	0.01%
596	TIPISHARES TIPS BOND ETF	7,776	$864K	0.01%
597	ENBENBRIDGE INC.	19,474	$863K	0.01%
598	BHPBHP GROUP LTD SPONSORED AMERICAN DEPOSITARY RECEIPT REPR 2 SHS	17,766	$862K	0.01%
599	SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	23,984	$861K	0.01%
600	RYIVIRACTA THERAPEUTICS, INC.	42,995	$860K	0.01%

PreviousPage 6 of 11Next