UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2025 Filing
Filed August 11, 2025
Portfolio Value
$12.4B
Holdings
1,082
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,082 positions)
| Stock | Value |
|---|---|
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $698K |
IYY*ISHARES DOW JONES U.S. ETF | $697K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $696K |
LINELINEAGE, INC. | $696K |
FJANFT VEST US EQUITY BUFFER ETF - JANUARY | $696K |
IPINTERNATIONAL PAPER COMPANY | $693K |
HEZUISHARES CURRENCY HEDGED MSCI EUROZONE ETF | $692K |
VOEVANGUARD MID-CAP VALUE ETF | $689K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $688K |
TYLTYLER TECHNOLOGIES, INC. | $683K |
IFFINTERNATIONAL FLAVORS & FRAGRANCES INC. | $683K |
EAELECTRONIC ARTS INC. | $681K |
BRBROADRIDGE FINANCIAL SOLUTIONS, INC. | $679K |
NJRNEW JERSEY RESOURCES CORPORATION | $678K |
GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $676K |
NGGNATIONAL GRID PLC SPONSORED ADR | $676K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $675K |
VRSNVERISIGN, INC. | $672K |
MCXMCCORMICK & COMPANY, INCORPORATED | $672K |
ADMARCHER-DANIELS-MIDLAND COMPANY | $670K |
ISMDINSPIRE SMALL/MID CAP ETF | $668K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $667K |
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF | $667K |
POSTPOST HOLDINGS, INC. | $667K |
PINSPINTEREST, INC. CLASS A | $666K |
IBBISHARES BIOTECHNOLOGY ETF | $660K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $657K |
TELTE CONNECTIVITY PLC | $657K |
AEEAMEREN CORPORATION | $653K |
HOODROBINHOOD MARKETS, INC. CLASS A | $648K |
CMSCMS ENERGY CORPORATION | $643K |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $641K |
UBSUBS GROUP AG | $639K |
EVRGEVERGY, INC. | $638K |
BIIBBIOGEN INC. | $631K |
GBILACCESS TREASURY 0-1 YEAR ETF | $620K |
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | $613K |
MOSMOSAIC COMPANY | $613K |
STLDSTEEL DYNAMICS, INC. | $613K |
XYZBLOCK, INC. CLASS A | $606K |
WBDWARNER BROS. DISCOVERY, INC. SERIES A | $604K |
VFHVANGUARD FINANCIALS ETF | $602K |
TXTTEXTRON INC. | $601K |
KEYSKEYSIGHT TECHNOLOGIES INC | $600K |
EQNREQUINOR ASA SPONSORED ADR | $598K |
CSGPCOSTAR GROUP, INC. | $593K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. | $593K |
RHCRH PUBLIC LIMITED COMPANY | $590K |
INVHINVITATION HOMES, INC. | $585K |
DGXQUEST DIAGNOSTICS INCORPORATED | $584K |
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $578K |
IBNICICI BANK LIMITED SPONSORED ADR | $577K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $576K |
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR | $576K |
BHPBHP GROUP LTD SPONSORED AMERICAN DEPOSITARY RECEIPT REPR 2 SHS | $576K |
BABAALIBABA GROUP HOLDING LIMITED SPONSORED ADR | $574K |
NRANRG ENERGY, INC. | $569K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $569K |
KDPKEURIG DR PEPPER INC. | $565K |
HPEHEWLETT PACKARD ENTERPRISE CO. | $565K |
OMCOMNICOM GROUP INC | $564K |
DLTRDOLLAR TREE, INC. | $560K |
AMCRAMCOR PLC | $557K |
LNCLINCOLN NATIONAL CORP | $552K |
VTECVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $549K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $549K |
ZIONZIONS BANCORPORATION NA | $548K |
FICOFAIR ISAAC CORPORATION | $543K |
VTVVANGUARD VALUE ETF | $539K |
CNRCANADIAN NATIONAL RAILWAY COMPANY | $539K |
OWLBLUE OWL CAPITAL, INC. CLASS A | $539K |
VUGVANGUARD GROWTH ETF | $536K |
ARCCARES CAPITAL CORPORATION | $531K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $527K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $525K |
AHRAMERICAN HEALTHCARE REIT, INC. | $522K |
WRBW. R. BERKLEY CORPORATION | $522K |
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $518K |
SONSONOCO PRODUCTS COMPANY | $517K |
KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF | $517K |
ALNYALNYLAM PHARMACEUTICALS, INC | $514K |
LLOEWS CORPORATION | $512K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $510K |
HMCHONDA MOTOR CO., LTD. SPONSORED ADR | $509K |
LULULULULEMON ATHLETICA INC. | $509K |
NBTBNBT BANCORP INC. | $509K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $507K |
AKXANSYS, INC. | $506K |
LDOSLEIDOS HOLDINGS, INC. | $506K |
CNPCENTERPOINT ENERGY, INC. | $503K |
PG4PRINCIPAL FINANCIAL GROUP, INC. | $502K |
CRTOCRITEO SA SPONSORED ADR REPR 1 SH | $501K |
EXPEEXPEDIA GROUP, INC. | $499K |
CAVACAVA GROUP, INC. | $496K |
SSNCSS&C TECHNOLOGIES HOLDINGS, INC. | $493K |
FEFIRSTENERGY CORP. | $492K |
TEAMATLASSIAN CORP CLASS A | $490K |
ETENERGY TRANSFER LP | $490K |
AFRMAFFIRM HOLDINGS, INC. CLASS A | $488K |
HUBSHUBSPOT, INC. | $488K |