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 |
|---|---|
IWBISHARES RUSSELL 1000 ETF | $4.3M |
CBCHUBB LTD | $4.2M |
VCITVANGUARD INTERM-TERM CORP BD ETF | $4.2M |
SOXXISHARES SEMICONDUCTOR ETF | $4.1M |
WELLWELLTOWER INC | $4.1M |
RCLROYAL CARIBBEAN GROUP | $4.0M |
TRVCCITIGROUP INC | $4.0M |
DOVDOVER CORP | $4.0M |
AMLPALERIAN MLP ETF | $4.0M |
TLTISHARES 20 YEAR TREASURY BOND ETF | $3.9M |
MNSTMONSTER BEVERAGE CORP | $3.9M |
SHOPSHOPIFY INC REGISTERED SHS -A- SUBORD VTG | $3.8M |
BKBANK OF NEW YORK MELLON CORP | $3.7M |
FCXFREEPORT-MCMORAN INC | $3.7M |
FISVFISERV INC | $3.7M |
MGKVANGUARD MEGA CAP GROWTH ETF | $3.7M |
PGRPROGRESSIVE CORP | $3.7M |
HLTHILTON WORLDWIDE HOLDINGS INC | $3.7M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $3.7M |
OBDCBLUE OWL CAPITAL CORP ORDINARY SHARES | $3.7M |
MMM3M CO | $3.7M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $3.6M |
LMTLOCKHEED MARTIN CORP | $3.6M |
IBDINSPIRE CORPORATE BOND ETF | $3.6M |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $3.5M |
CITHE CIGNA GROUP | $3.5M |
LVLNSPDR S&P REGIONAL BANKING ETF | $3.5M |
RJFRAYMOND JAMES FINANCIAL INC | $3.5M |
ICEINTERCONTINENTAL EXCHANGE INC | $3.5M |
SUBISHARES SHORT-TERM NATIONAL MUNI BD ETF | $3.3M |
SNPSSYNOPSYS INC | $3.3M |
USBU.S. BANCORP | $3.3M |
XLFTHE FINANCIAL SELECT SECTOR SPDR ETF | $3.3M |
MGVVANGUARD MEGA CAP VALUE ETF | $3.3M |
IDEVISHARES CORE MSCI INTL DEV MKTS ETF | $3.2M |
WMWASTE MANAGEMENT INC | $3.2M |
EAGGISHARES ESG U.S. AGGREGATE BOND ETF | $3.2M |
AFLAFLAC INC | $3.2M |
8CWCROWN CASTLE INC | $3.1M |
EEMISHARES MSCI EMERGING MARKETS ETF | $3.1M |
IBMPISHARES IBONDS DEC 2027 TERM MUNI BD ETF | $3.1M |
IBMOISHARES IBONDS DEC 2026 TERM MUNI BD ETF | $3.1M |
IAUISHARES IBONDS DEC 2025 TERM MUNI BD ETF | $3.1M |
TTTRANE TECHNOLOGIES PLC CLASS A | $3.1M |
IBMQISHARES IBONDS DEC 2028 TERM MUNI BD ETF | $3.1M |
JCIJOHNSON CONTROLS INTERNATIONAL PLC REGISTERED SHARES | $3.0M |
SAPSAP SE ADR | $3.0M |
KMIKINDER MORGAN INC CLASS P | $3.0M |
EWEDWARDS LIFESCIENCES CORP | $3.0M |
IBDSISHARES IBONDS DEC 2027 TERM CORP ETF | $3.0M |
CVSCVS HEALTH CORP | $2.9M |
SCHMSCHWAB US MID-CAP ETF | $2.9M |
PEYINVESCO HIGH YIELD EQ DIV ACHIEV ETF | $2.9M |
MPCMARATHON PETROLEUM CORP | $2.9M |
IBMRISHARES IBONDS DEC 2029 TERM MUNI BD ETF | $2.9M |
BUFRFT VEST LADDERED BUFFER ETF | $2.9M |
XLITHE INDUSTRIAL SELECT SECTOR SPDR ETF | $2.9M |
VPLVANGUARD FTSE PACIFIC ETF | $2.9M |
VOTVANGUARD MID-CAP GROWTH ETF | $2.8M |
EOGEOG RESOURCES INC | $2.8M |
ECLECOLAB INC | $2.8M |
DDDUPONT DE NEMOURS INC | $2.8M |
IBDTISHARES IBONDS DEC 2028 TERM CORP ETF | $2.8M |
ELVELEVANCE HEALTH INC | $2.8M |
TRVTHE TRAVELERS COMPANIES INC | $2.8M |
CMCSACOMCAST CORP CLASS A | $2.8M |
MCOMOODYS CORP | $2.7M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $2.7M |
JPMALERIAN MLP INDEX ETN | $2.7M |
NSCNORFOLK SOUTHERN CORP | $2.7M |
IBDUISHARES IBONDS DEC 2029 TERM CORP ETF | $2.7M |
MRSHMARSH & MCLENNAN COMPANIES INC | $2.7M |
XLETHE ENERGY SELECT SECTOR SPDR ETF | $2.7M |
TFCTRUIST FINANCIAL CORP | $2.7M |
TPIFTIMOTHY PLAN INTERNATIONAL ETF | $2.6M |
WWJDINSPIRE INTERNATIONAL ETF | $2.6M |
VTECVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $2.6M |
CTVACORTEVA INC | $2.6M |
PNCPNC FINANCIAL SERVICES GROUP INC | $2.6M |
SNYSANOFI SA ADR | $2.6M |
SONYSONY GROUP CORP ADR | $2.6M |
GISGENERAL MILLS INC | $2.6M |
QLTAISHARES AAA - A RATED CORPORATE BOND ETF | $2.6M |
LHLABCORP HOLDINGS INC | $2.5M |
CLOAISHARES AAA CLO ACTIVE ETF | $2.5M |
ADSKAUTODESK INC | $2.5M |
DONWISDOMTREE US MIDCAP DIVIDEND ETF | $2.5M |
LHXL3HARRIS TECHNOLOGIES INC | $2.5M |
HCAHCA HEALTHCARE INC | $2.4M |
AEPAMERICAN ELECTRIC POWER CO INC | $2.4M |
SHWSHERWIN-WILLIAMS CO | $2.4M |
COINCOINBASE GLOBAL INC ORDINARY SHARES - CLASS A | $2.4M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $2.4M |
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF | $2.4M |
DC4DEXCOM INC | $2.4M |
MARMARRIOTT INTERNATIONAL INC CLASS A | $2.4M |
LQDHISHARES INTEREST RATE HEDGED CORP BD ETF | $2.4M |
CWISPDR MSCI ACWI EX-US ETF | $2.3M |
VLOVALERO ENERGY CORP | $2.3M |
CBRECBRE GROUP INC CLASS A | $2.3M |