UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$13.9T
Holdings
1,194
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,194 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | GDGENERAL DYNAMICS CORP | 78,998 | $26.9B | 0.19% | |
| 102 | TMUST-MOBILE US INC | 111,326 | $26.6B | 0.19% | |
| 103 | NDQINVESCO QQQ TRUST | 44,370 | $26.6B | 0.19% | |
| 104 | AJGARTHUR J. GALLAGHER & CO | 85,730 | $26.6B | 0.19% | |
| 105 | ITOTISHARES CORE S&P TOTAL US STOCK MKT ETF | 174,824 | $25.5B | 0.18% | |
| 106 | ARESARES MANAGEMENT CORP ORDINARY SHARES - CLASS A | 158,894 | $25.4B | 0.18% | |
| 107 | GEGE AEROSPACE | 84,413 | $25.4B | 0.18% | |
| 108 | BILSTATE STREET SPDR BLMBG1-3MTHT-BILLETF | 266,669 | $24.5B | 0.18% | |
| 109 | NDAQNASDAQ INC | 271,051 | $24.0B | 0.17% | |
| 110 | IYWISHARES US TECHNOLOGY ETF | 121,850 | $23.9B | 0.17% | |
| 111 | AMGNAMGEN INC | 84,536 | $23.9B | 0.17% | |
| 112 | BKNGBOOKING HOLDINGS INC | 4,351 | $23.5B | 0.17% | |
| 113 | AQLTISHARES IBONDS DEC 2025 TERM TR ETF | 1,001,688 | $23.4B | 0.17% | |
| 114 | PHPARKER HANNIFIN CORP | 30,821 | $23.4B | 0.17% | |
| 115 | DEDEERE & CO | 51,092 | $23.4B | 0.17% | |
| 116 | VEAVANGUARD FTSE DEVELOPED MARKETS ETF | 389,554 | $23.3B | 0.17% | |
| 117 | ETNEATON CORP PLC | 62,125 | $23.3B | 0.17% | |
| 118 | ITWILLINOIS TOOL WORKS INC | 86,892 | $22.7B | 0.16% | |
| 119 | AMTAMERICAN TOWER CORP | 116,831 | $22.5B | 0.16% | |
| 120 | TMOTHERMO FISHER SCIENTIFIC INC | 45,371 | $22.0B | 0.16% | |
| 121 | SCHBSCHWAB US BROAD MARKET ETF | 852,597 | $21.9B | 0.16% | |
| 122 | CATCATERPILLAR INC | 45,003 | $21.5B | 0.15% | |
| 123 | IJSISHARES S&P SMALL-CAP 600 VALUE ETF | 193,136 | $21.4B | 0.15% | |
| 124 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 254,260 | $21.1B | 0.15% | |
| 125 | ITA*ISHARES US AEROSPACE & DEFENSE ETF | 100,730 | $21.1B | 0.15% | |
| 126 | GEVGE VERNOVA INC | 33,165 | $20.4B | 0.15% | |
| 127 | IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | 140,825 | $19.9B | 0.14% | |
| 128 | DHRDANAHER CORP | 99,536 | $19.7B | 0.14% | |
| 129 | GILDGILEAD SCIENCES INC | 177,596 | $19.7B | 0.14% | |
| 130 | HONHONEYWELL INTERNATIONAL INC | 92,931 | $19.6B | 0.14% | |
| 131 | JJACOBS SOLUTIONS INC | 130,028 | $19.5B | 0.14% | |
| 132 | UBERUBER TECHNOLOGIES INC | 195,366 | $19.1B | 0.14% | |
| 133 | SPSMSTATE STREET SPDR PORT S&P 600 SM CPETF | 412,247 | $19.1B | 0.14% | |
| 134 | CPRTCOPART INC | 423,374 | $19.0B | 0.14% | |
| 135 | NOWSERVICENOW INC | 20,576 | $18.9B | 0.14% | |
| 136 | GSTHE GOLDMAN SACHS GROUP INC | 23,710 | $18.9B | 0.14% | |
| 137 | IWDISHARES RUSSELL 1000 VALUE ETF | 92,731 | $18.9B | 0.14% | |
| 138 | IBTHISHARES IBONDS DEC 2027 TERM TR ETF | 803,412 | $18.1B | 0.13% | |
| 139 | IRMIRON MOUNTAIN INC | 176,983 | $18.0B | 0.13% | |
| 140 | IBTIISHARES IBONDS DEC 2028 TERM TR ETF | 797,841 | $17.9B | 0.13% | |
| 141 | IBMSISHARES IBONDS DEC 2029 TERM TR ETF | 805,137 | $17.7B | 0.13% | |
| 142 | PANWPALO ALTO NETWORKS INC | 85,969 | $17.5B | 0.13% | |
| 143 | VVVANGUARD LARGE-CAP ETF | 56,449 | $17.4B | 0.12% | |
| 144 | CRAICRA INTERNATIONAL INC | 82,444 | $17.2B | 0.12% | |
| 145 | SDYSTATE STREET SPDR S&P DIVIDEND ETF | 121,087 | $17.0B | 0.12% | |
| 146 | WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 83,306 | $16.7B | 0.12% | |
| 147 | CMECME GROUP INC CLASS A | 61,141 | $16.5B | 0.12% | |
| 148 | IWVISHARES RUSSELL 3000 ETF | 42,810 | $16.2B | 0.12% | |
| 149 | EMBISHARES JP MORGAN USD EM MKTS BD ETF | 169,920 | $16.2B | 0.12% | |
| 150 | FFIVF5 INC | 48,929 | $15.8B | 0.11% | |
| 151 | WFCWELLS FARGO & CO | 188,639 | $15.8B | 0.11% | |
| 152 | ACWIISHARES MSCI ACWI ETF | 112,551 | $15.6B | 0.11% | |
| 153 | ROPROPER TECHNOLOGIES INC | 31,042 | $15.5B | 0.11% | |
| 154 | ADPAUTOMATIC DATA PROCESSING INC | 51,556 | $15.1B | 0.11% | |
| 155 | CHRWC.H. ROBINSON WORLDWIDE INC | 113,717 | $15.1B | 0.11% | |
| 156 | IWMISHARES RUSSELL 2000 ETF | 61,490 | $14.9B | 0.11% | |
| 157 | IGEBISHARES INVESTMENT GRADE SYSTMTC BD ETF | 318,592 | $14.7B | 0.11% | |
| 158 | SCMBSCHWAB MUNICIPAL BOND ETF | 569,983 | $14.6B | 0.10% | |
| 159 | SCHZSCHWAB US AGGREGATE BOND ETF | 620,489 | $14.6B | 0.10% | |
| 160 | EMREMERSON ELECTRIC CO | 109,480 | $14.4B | 0.10% | |
| 161 | FSVFIRSTSERVICE CORP ORDINARY SHARES | 74,819 | $14.3B | 0.10% | |
| 162 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 144,813 | $13.8B | 0.10% | |
| 163 | HELOJPMORGAN HEDGED EQUITY LDRD OVRLY ETF | 211,553 | $13.8B | 0.10% | |
| 164 | CLCOLGATE-PALMOLIVE CO | 169,402 | $13.5B | 0.10% | |
| 165 | AMDADVANCED MICRO DEVICES INC | 82,992 | $13.4B | 0.10% | |
| 166 | XLVTHE HEALTH CARE SELECT SECTOR SPDR ETF | 94,971 | $13.2B | 0.09% | |
| 167 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 126,349 | $13.1B | 0.09% | |
| 168 | IBMINTERNATIONAL BUSINESS MACHINES CORP | 46,039 | $13.0B | 0.09% | |
| 169 | IEURISHARES CORE MSCI EUROPE ETF | 189,699 | $12.9B | 0.09% | |
| 170 | HYGISHARES IBOXX $ HIGH YIELD CORP BD ETF | 157,431 | $12.8B | 0.09% | |
| 171 | SYKSTRYKER CORP | 34,231 | $12.7B | 0.09% | |
| 172 | BLKBLACKROCK INC | 10,689 | $12.5B | 0.09% | |
| 173 | IUSGISHARES CORE S&P US GROWTH ETF | 75,648 | $12.4B | 0.09% | |
| 174 | VWOVANGUARD FTSE EMERGING MARKETS ETF | 229,185 | $12.4B | 0.09% | |
| 175 | BSJPINVESCO BULLETSHARES 2025 HY CORP BD ETF | 538,379 | $12.4B | 0.09% | |
| 176 | VIGVANGUARD DIVIDEND APPRECIATION ETF | 56,991 | $12.3B | 0.09% | |
| 177 | APDAIR PRODUCTS AND CHEMICALS INC | 44,241 | $12.1B | 0.09% | |
| 178 | BACBANK OF AMERICA CORP | 230,515 | $11.9B | 0.09% | |
| 179 | HEIHEICO CORP | 36,568 | $11.8B | 0.08% | |
| 180 | SCHWCHARLES SCHWAB CORP | 123,607 | $11.8B | 0.08% | |
| 181 | FERGFERGUSON ENTERPRISES INC | 52,437 | $11.8B | 0.08% | |
| 182 | XLCTHE COMM SVCS SEL SECT SPDR ETF | 99,324 | $11.8B | 0.08% | |
| 183 | VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | 145,329 | $11.6B | 0.08% | |
| 184 | RSGREPUBLIC SERVICES INC | 50,034 | $11.5B | 0.08% | |
| 185 | KNSLKINSALE CAPITAL GROUP INC | 26,927 | $11.5B | 0.08% | |
| 186 | MSIMOTOROLA SOLUTIONS INC | 25,037 | $11.4B | 0.08% | |
| 187 | IUSVISHARES CORE S&P US VALUE ETF | 113,914 | $11.4B | 0.08% | |
| 188 | VYMVANGUARD HIGH DIVIDEND YIELD ETF | 80,563 | $11.4B | 0.08% | |
| 189 | UNHUNITEDHEALTH GROUP INC | 32,787 | $11.3B | 0.08% | |
| 190 | XYLXYLEM INC | 76,553 | $11.3B | 0.08% | |
| 191 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 93,424 | $11.2B | 0.08% | |
| 192 | BNLBROADSTONE NET LEASE INC ORDINARY SHARES | 623,745 | $11.1B | 0.08% | |
| 193 | TAT&T INC | 393,591 | $11.1B | 0.08% | |
| 194 | WDAYWORKDAY INC CLASS A | 46,160 | $11.1B | 0.08% | |
| 195 | CITCINTAS CORP | 53,974 | $11.1B | 0.08% | |
| 196 | SNOWSNOWFLAKE INC ORDINARY SHARES | 48,639 | $11.0B | 0.08% | |
| 197 | BXBLACKSTONE INC | 64,178 | $11.0B | 0.08% | |
| 198 | NEENEXTERA ENERGY INC | 140,579 | $10.6B | 0.08% | |
| 199 | IXUSISHARES CORE MSCI TOTAL INTL STK ETF | 125,797 | $10.4B | 0.07% | |
| 200 | NVSNNOVARTIS AG ADR | 80,960 | $10.4B | 0.07% |