UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$13.9B
Holdings
1,194
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,194 positions)
| Stock | Value |
|---|---|
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $9.5M |
SPTMSTATE STREETSPDRPORTS&P1500COMPSTKMKTETF | $9.4M |
ORLYO'REILLY AUTOMOTIVE INC | $9.3M |
MCDMCDONALD'S CORP | $9.1M |
FSSFEDERAL SIGNAL CORP | $9.0M |
VGITVANGUARD INTMDT-TERM TRS ETF | $8.9M |
MDLZMONDELEZ INTERNATIONAL INC CLASS A | $8.9M |
ADIANALOG DEVICES INC | $8.8M |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $8.8M |
ESGUISHARES ESG AWARE MSCI USA ETF | $8.8M |
USHYISHARES BROAD USD HIGH YIELD CORP BD ETF | $8.8M |
UNPUNION PACIFIC CORP | $8.7M |
SPABSTATE STREET SPDR PORT AGGT BD ETF | $8.5M |
ULSUL SOLUTIONS INC CLASS A COMMON STOCK | $8.4M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $8.4M |
GVIISHARES INTERMEDIATE GOVT/CRDT BD ETF | $8.4M |
POOLPOOL CORP | $8.4M |
BSJQINVESCO BULLETSHARES 2026 HY CORP BD ETF | $8.2M |
TXNTEXAS INSTRUMENTS INC | $8.2M |
CRWDCROWDSTRIKE HOLDINGS INC CLASS A | $8.1M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $8.1M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $7.8M |
KMBKIMBERLY-CLARK CORP | $7.8M |
EFAISHARES MSCI EAFE ETF | $7.8M |
SCHASCHWAB US SMALL-CAP ETF | $7.7M |
TJXTJX COMPANIES INC | $7.6M |
BMYBRISTOL-MYERS SQUIBB CO | $7.5M |
SOSOUTHERN CO | $7.4M |
TSCOTRACTOR SUPPLY CO | $7.2M |
COFCAPITAL ONE FINANCIAL CORP | $7.2M |
TRMBTRIMBLE INC | $7.1M |
DGRWWISDOMTREE US QUALITY DIVIDEND GR ETF | $7.1M |
DWDMORGAN STANLEY | $6.8M |
PTLINSPIRE 500 ETF | $6.8M |
PAYXPAYCHEX INC | $6.7M |
BBVABANCO BILBAO VIZCAYA ARGENTARIA SA ADR | $6.7M |
VOVANGUARD MID-CAP ETF | $6.7M |
IYHISHARES US HEALTHCARE ETF | $6.6M |
DUKDUKE ENERGY CORP | $6.5M |
AMATAPPLIED MATERIALS INC | $6.4M |
IBDQISHARES IBONDS DEC 2025 TERM CORP ETF | $6.4M |
UPSUNITED PARCEL SERVICE INC CLASS B | $6.3M |
BBARRICK MINING CORP | $6.3M |
WSOWATSCO INC ORDINARY SHARES | $6.3M |
IBDRISHARES IBONDS DEC 2026 TERM CORP ETF | $6.2M |
LINLINDE PLC | $6.2M |
DFUSDIMENSIONAL US EQUITY MARKET ETF | $6.1M |
IPACISHARES CORE MSCI PACIFIC ETF | $6.1M |
RELXRELX PLC ADR | $6.0M |
PBEINVESCO BIOTECHNOLOGY & GENOME ETF | $5.9M |
SPDWSPDR PORTFOLIO DEVELOPED WLD EX-US ETF | $5.9M |
ALCALCON INC | $5.9M |
CSXCSX CORP | $5.9M |
MORNMORNINGSTAR INC | $5.9M |
CEGCONSTELLATION ENERGY CORP | $5.9M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $5.9M |
CA8ACACI INTERNATIONAL INC CLASS A | $5.8M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $5.7M |
LNTALLIANT ENERGY CORP | $5.7M |
RYROYAL BANK OF CANADA | $5.7M |
HDBHDFC BANK LTD ADR | $5.6M |
PFEPFIZER INC | $5.6M |
CDNSCADENCE DESIGN SYSTEMS INC | $5.6M |
COPCONOCOPHILLIPS | $5.6M |
NTRSNORTHERN TRUST CORP | $5.5M |
IYCISHARES US CONSUMER DISCRETIONARY ETF | $5.5M |
DHID.R. HORTON INC | $5.5M |
SPYGSTATE STREET SPDR PORT S&P 500 GR ETF | $5.5M |
IHDGWISDOMTREE INTL HDGD QUAL DIV GR ETF | $5.4M |
FLOTISHARES FLOATING RATE BOND ETF | $5.4M |
PLDPROLOGIS INC | $5.4M |
MUMICRON TECHNOLOGY INC | $5.4M |
GQ9SPDR GOLD SHARES | $5.3M |
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | $5.3M |
SMLFISHARES U.S. SMALL-CAP EQ FAC ETF | $5.3M |
IWRISHARES RUSSELL MID-CAP ETF | $5.2M |
INTCINTEL CORP | $5.2M |
EFGISHARES MSCI EAFE GROWTH ETF | $5.1M |
SPYVSTATE STREET SPDR PORT S&P 500 VAL ETF | $5.1M |
ICVTISHARES CONVERTIBLE BOND ETF | $5.1M |
PSXPHILLIPS 66 | $5.1M |
LCTUBLACKROCK US CARBON TRANSITION RDNSS ETF | $5.0M |
BSXBOSTON SCIENTIFIC CORP | $5.0M |
MOALTRIA GROUP INC | $5.0M |
BIBLINSPIRE 100 ETF | $5.0M |
CIGCIA ENERGETICA DE MINAS GERAIS - CEMIG ADR | $4.8M |
SUSCISHARES ESG USD CORPORATE BOND ETF | $4.8M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $4.8M |
QCRHQCR HOLDINGS INC | $4.7M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD | $4.7M |
IBTKISHARES IBONDS DEC 2030 TERM TRSRY ETF | $4.7M |
PWRQUANTA SERVICES INC | $4.7M |
IBTLISHARES IBONDS DEC 2031 TERM TR ETF | $4.6M |
ITGARTNER INC | $4.6M |
VRTXVERTEX PHARMACEUTICALS INC | $4.5M |
AQLTISHARES SELECT DIVIDEND ETF | $4.5M |
ANETARISTA NETWORKS INC | $4.4M |
PWBINVESCO LARGE CAP GROWTH ETF | $4.4M |
DSIISHARES ESG MSCI KLD 400 ETF | $4.3M |
FQIDIGITAL REALTY TRUST INC | $4.3M |