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
601	PPGPPG INDUSTRIES, INC.	7,831	$856K	0.01%
602	SANBANCO SANTANDER S.A. SPONSORED ADR	125,713	$842K	0.01%
603	MIGAMICROSTRATEGY INCORPORATED CLASS A	2,912	$839K	0.01%
604	GLPGLOBAL PARTNERS LP	15,662	$836K	0.01%
605	BNDVANGUARD TOTAL BOND MARKET ETF	11,322	$832K	0.01%
606	EBAEBAY INC.	12,256	$830K	0.01%
607	MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR	149,734	$825K	0.01%
608	EQTEQT CORPORATION	15,354	$820K	0.01%
609	VDCVANGUARD CONSUMER STAPLES ETF	3,735	$817K	0.01%
610	ATMUATMUS FILTRATION TECHNOLOGIES, INC.	22,234	$817K	0.01%
611	DOWDOW, INC.	23,058	$805K	0.01%
612	EQREQUITY RESIDENTIAL	11,198	$802K	0.01%
613	CFGCITIZENS FINANCIAL GROUP, INC.	19,367	$793K	0.01%
614	KIMKIMCO REALTY CORPORATION	37,322	$793K	0.01%
615	IPINTERNATIONAL PAPER COMPANY	14,827	$791K	0.01%
616	CASHPATHWARD FINANCIAL, INC.	10,813	$789K	0.01%
617	MCXMCCORMICK & COMPANY, INCORPORATED	9,521	$784K	0.01%
618	DGDOLLAR GENERAL CORPORATION	8,905	$783K	0.01%
619	COINCOINBASE GLOBAL, INC. CLASS A	4,541	$782K	0.01%
620	UNMUNUM GROUP	9,557	$779K	0.01%
621	VAWVANGUARD MATERIALS ETF	4,112	$776K	0.01%
622	AG8AGILENT TECHNOLOGIES, INC.	6,601	$772K	0.01%
623	SRESEMPRA	10,812	$772K	0.01%
624	APOAPOLLO GLOBAL MANAGEMENT INC	5,620	$770K	0.01%
625	IFFINTERNATIONAL FLAVORS & FRAGRANCES INC.	9,893	$768K	0.01%
626	NJRNEW JERSEY RESOURCES CORPORATION	15,564	$764K	0.01%
627	SLYGSPDR S&P 600 SMALL CAP GROWTH ETF	9,184	$762K	0.01%
628	MTDMETTLER-TOLEDO INTERNATIONAL INC.	642	$758K	0.01%
629	DFATDIMENSIONAL U.S. TARGETED VALUE ETF	14,687	$756K	0.01%
630	TYLTYLER TECHNOLOGIES, INC.	1,297	$754K	0.01%
631	OMCOMNICOM GROUP INC	9,049	$750K	0.01%
632	CAHCARDINAL HEALTH, INC.	5,367	$739K	0.01%
633	WF2WINTRUST FINANCIAL CORPORATION	6,524	$734K	0.01%
634	7HPHP INC.	26,410	$731K	0.01%
635	VLTOVERALTO CORPORATION	7,463	$727K	0.01%
636	BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR	17,560	$726K	0.01%
637	SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF	5,900	$725K	0.01%
638	CMSCMS ENERGY CORPORATION	9,594	$721K	0.01%
639	SPYMSPDR PORTFOLIO S&P 500 ETF	10,874	$715K	0.01%
640	IJJISHARES S&P MID-CAP 400 VALUE ETF	5,969	$715K	0.01%
641	FTVFORTIVE CORP.	9,742	$713K	0.01%
642	NWGNATWEST GROUP PLC SPONSORED ADR	59,124	$705K	0.01%
643	POSTPOST HOLDINGS, INC.	6,041	$703K	0.01%
644	HUMHUMANA INC.	2,656	$703K	0.01%
645	SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF	28,400	$700K	0.01%
646	AXONAXON ENTERPRISE INC	1,327	$698K	0.01%
647	AEEAMEREN CORPORATION	6,948	$698K	0.01%
648	BABAALIBABA GROUP HOLDING LIMITED SPONSORED ADR	5,207	$688K	0.01%
649	TPRTAPESTRY, INC.	9,768	$688K	0.01%
650	MTBM&T BANK CORPORATION	3,840	$686K	0.01%
651	IFRAISHARES U.S. INFRASTRUCTURE ETF	15,219	$686K	0.01%
652	BCSBARCLAYS PLC SPONSORED ADR	44,644	$686K	0.01%
653	BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR	11,096	$683K	0.01%
654	IBITISHARES BITCOIN TRUST ETF	14,543	$681K	0.01%
655	ESGVVANGUARD ESG U.S. STOCK ETF	6,949	$681K	0.01%
656	XPOXPO, INC.	6,326	$681K	0.01%
657	VLUEISHARES MSCI USA VALUE FACTOR ETF	6,381	$681K	0.01%
658	MPWRMONOLITHIC POWER SYSTEMS, INC.	1,173	$680K	0.01%
659	RACEFERRARI NV	1,590	$680K	0.01%
660	TROWT. ROWE PRICE GROUP	7,393	$679K	0.01%
661	SSNCSS&C TECHNOLOGIES HOLDINGS, INC.	8,118	$678K	0.01%
662	EPDENTERPRISE PRODUCTS PARTNERS L.P.	19,828	$677K	0.01%
663	BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF	13,851	$676K	0.01%
664	BF/BBROWN-FORMAN CORPORATION CLASS B	19,790	$672K	0.01%
665	VMCVULCAN MATERIALS COMPANY	2,851	$665K	0.01%
666	KEYSKEYSIGHT TECHNOLOGIES INC	4,433	$664K	0.01%
667	WSTWEST PHARMACEUTICAL SERVICES, INC.	2,947	$660K	0.01%
668	KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF	39,478	$659K	0.01%
669	UBSUBS GROUP AG	21,459	$657K	0.01%
670	CSGPCOSTAR GROUP, INC.	8,223	$652K	0.01%
671	UALUNITED AIRLINES HOLDINGS, INC.	9,418	$650K	0.01%
672	FJANFT VEST US EQUITY BUFFER ETF - JANUARY	14,630	$649K	0.01%
673	VOEVANGUARD MID-CAP VALUE ETF	4,032	$647K	0.01%
674	BRBROADRIDGE FINANCIAL SOLUTIONS, INC.	2,665	$646K	0.01%
675	TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF	15,218	$646K	0.01%
676	TELTE CONNECTIVITY PLC	4,567	$645K	0.01%
677	MRVLMARVELL TECHNOLOGY, INC.	10,318	$635K	0.01%
678	GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST	18,285	$635K	0.01%
679	IYY*ISHARES DOW JONES U.S. ETF	4,642	$632K	0.01%
680	DELLDELL TECHNOLOGIES, INC. CLASS C	6,867	$626K	0.01%
681	ZBHZIMMER BIOMET HOLDINGS, INC.	5,497	$622K	0.01%
682	VSTVISTRA CORP.	5,251	$617K	0.01%
683	NXPINXP SEMICONDUCTORS NV	3,232	$614K	0.01%
684	DBDEUTSCHE BANK AKTIENGESELLSCHAFT	25,724	$613K	0.01%
685	ELESTEE LAUDER COMPANIES INC. CLASS A	9,150	$604K	0.01%
686	PINSPINTEREST, INC. CLASS A	19,437	$603K	0.01%
687	STLDSTEEL DYNAMICS, INC.	4,796	$600K	0.01%
688	LNGCHENIERE ENERGY, INC.	2,581	$597K	0.01%
689	RHCRH PUBLIC LIMITED COMPANY	6,768	$595K	0.01%
690	EQNREQUINOR ASA SPONSORED ADR	22,473	$594K	0.01%
691	VRSNVERISIGN, INC.	2,321	$589K	0.01%
692	VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF	5,094	$589K	0.01%
693	LNCLINCOLN NATIONAL CORP	16,353	$587K	0.01%
694	ACMAECOM	6,325	$587K	0.01%
695	IBNICICI BANK LIMITED SPONSORED ADR	18,564	$585K	0.01%
696	ITBISHARES U.S. HOME CONSTRUCTION ETF	6,145	$585K	0.01%
697	HUBSHUBSPOT, INC.	1,023	$584K	0.01%
698	CNRCANADIAN NATIONAL RAILWAY COMPANY	5,966	$581K	0.00%
699	FICOFAIR ISAAC CORPORATION	314	$579K	0.00%
700	TEAMATLASSIAN CORP CLASS A	2,725	$578K	0.00%

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