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 |
|---|---|
LKQ1LKQ CORPORATION | $411K |
DLTRDOLLAR TREE, INC. | $409K |
LBRDKLIBERTY BROADBAND CORP. CLASS C | $408K |
LPLALPL FINANCIAL HOLDINGS INC. | $401K |
MOHMOLINA HEALTHCARE, INC. | $401K |
CTRACOTERRA ENERGY INC. | $398K |
AOMISHARES CORE 40/60 MODERATE ALLOCATION ETF | $397K |
AXGNAXOGEN, INC. | $390K |
WTRGESSENTIAL UTILITIES, INC. | $388K |
SFNCSIMMONS FIRST NATIONAL CORPORATION CLASS A | $388K |
CVNACARVANA CO. CLASS A | $387K |
NWSANEWS CORPORATION CLASS A | $386K |
SSBUSDSOUTHSTATE CORPORATION | $384K |
HLNHALEON PLC SPONSORED ADR | $384K |
ATOATMOS ENERGY CORPORATION | $384K |
IYJISHARES U.S. INDUSTRIALS ETF | $384K |
PKGPACKAGING CORPORATION OF AMERICA | $383K |
NRANRG ENERGY, INC. | $381K |
TDYTELEDYNE TECHNOLOGIES INCORPORATED | $379K |
CBTCABOT CORPORATION | $377K |
GNRCGENERAC HOLDINGS INC. | $377K |
EMEEMCOR GROUP, INC. | $374K |
RGAREINSURANCE GROUP OF AMERICA, INCORPORATED | $373K |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $371K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $371K |
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $370K |
PCGPG&E CORPORATION | $367K |
FFEBFT VEST U.S. EQUITY BUFFER FUND - FEBRUARY | $366K |
NTAPNETAPP, INC. | $364K |
OKTAOKTA, INC. CLASS A | $362K |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $361K |
AIZASSURANT, INC. | $360K |
IHGINTERCONTINENTAL HOTELS GROUP PLC SPONSORED ADR | $358K |
APAAPA CORPORATION | $356K |
DVADAVITA INC. | $356K |
MBCNMIDDLEFIELD BANC CORP. | $355K |
CFBKCF BANKSHARES INC | $353K |
GPNGLOBAL PAYMENTS INC. | $352K |
CNCCENTENE CORPORATION | $350K |
SLVISHARES SILVER TRUST | $344K |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $344K |
CFCF INDUSTRIES HOLDINGS, INC. | $343K |
GLWCORNING INC | $343K |
ETENERGY TRANSFER LP | $343K |
AMGAFFILIATED MANAGERS GROUP, INC. | $342K |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $341K |
NINISOURCE INC | $340K |
LVSLAS VEGAS SANDS CORP. | $340K |
PUKNPRUDENTIAL PLC SPONSORED ADR | $340K |
PKNREVVITY, INC. | $339K |
INCYINCYTE CORPORATION | $336K |
CHTCHUNGHWA TELECOM CO., LTD SPONSORED ADR | $336K |
ONON SEMICONDUCTOR CORPORATION | $335K |
MTARCELORMITTAL SA ADR | $335K |
UDRUDR, INC. | $333K |
FWONALIBERTY MEDIA CORP. SERIES C LIBERTY FORMULA ONE | $330K |
AWMSKYWORKS SOLUTIONS, INC. | $329K |
PDIPIMCO DYNAMIC INCOME FUND | $329K |
BUFZFT VEST LADDERED MODERATE BUFFER ETF | $328K |
LUVSOUTHWEST AIRLINES CO. | $327K |
LOGILOGITECH INTERNATIONAL S.A. | $326K |
NMRNOMURA HOLDINGS, INC. SPONSORED ADR | $325K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $325K |
HEDJWISDOMTREE EUROPE HEDGED EQUITY FUND | $323K |
BBYBEST BUY CO., INC. | $321K |
LYVLIVE NATION ENTERTAINMENT, INC. | $319K |
FSMDFIDELITY SMALL-MID MULTIFACTOR ETF | $319K |
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND | $317K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $316K |
WHWYNDHAM HOTELS & RESORTS, INC. | $316K |
KBIAKB FINANCIAL GROUP INC. SPONSORED ADR | $315K |
DAYDAYFORCE, INC. | $314K |
IOTSAMSARA, INC. CLASS A | $313K |
SFSTIFEL FINANCIAL CORP | $307K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $306K |
CBOECBOE GLOBAL MARKETS INC | $306K |
SWSMURFIT WESTROCK PLC | $305K |
AFRMAFFIRM HOLDINGS, INC. CLASS A | $304K |
MFCMANULIFE FINANCIAL CORPORATION | $303K |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $302K |
HIIHUNTINGTON INGALLS INDUSTRIES, INC. | $302K |
WDCWESTERN DIGITAL CORPORATION | $302K |
YUMCYUM CHINA HOLDINGS, INC. | $299K |
RWRSPDR DOW JONES REIT ETF | $297K |
MDBMONGODB, INC. CLASS A | $297K |
HASHASBRO, INC. | $294K |
ESSESSEX PROPERTY TRUST, INC. | $294K |
REEVEREST GROUP, LTD. | $294K |
FNDXSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $293K |
SESEA LIMITED SPONSORED ADR CLASS A | $293K |
CRCCANADIAN NATURAL RESOURCES LIMITED | $291K |
VEEVVEEVA SYSTEMS INC CLASS A | $291K |
TERTERADYNE, INC. | $290K |
NTRANATERA, INC. | $289K |
ROLROLLINS, INC. | $288K |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $288K |
CASYCASEY'S GENERAL STORES, INC. | $286K |
FOXAFOX CORPORATION CLASS A | $286K |
CPCANADIAN PACIFIC KANSAS CITY LIMITED | $285K |
OGEOGE ENERGY CORP. | $285K |