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 |
|---|---|
SPGSIMON PROPERTY GROUP INC | $2.3M |
GBTCGRAYSCALE BITCOIN TRUST ETF | $2.3M |
MTBM&T BANK CORP | $2.3M |
AIGAMERICAN INTERNATIONAL GROUP INC | $2.3M |
NEMNEWMONT CORP | $2.3M |
FNFFIDELITY NATIONAL FINANCIAL INC | $2.3M |
AZNASTRAZENECA PLC ADR | $2.3M |
SHYGISHARES 0-5 YEAR HIGH YIELD CORP BD ETF | $2.3M |
PSTGPURE STORAGE INC CLASS A | $2.3M |
HWMHOWMET AEROSPACE INC | $2.2M |
SYYSYSCO CORP | $2.2M |
USXFISHARES ESG ADVANCED MSCI USA ETF | $2.2M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $2.2M |
DFASDIMENSIONAL US SMALL CAP ETF | $2.2M |
FASTFASTENAL CO | $2.2M |
CMICUMMINS INC | $2.2M |
PCARPACCAR INC | $2.2M |
SPYDSTATE STREET SPDR PORT S&P 500 HIDIVETF | $2.1M |
DDOGDATADOG INC CLASS A | $2.1M |
DDOMINION ENERGY INC | $2.1M |
WATWATERS CORP | $2.1M |
TBLLINVESCO SHORT TERM TREASURY ETF | $2.1M |
SHVISHARES SHORT TREASURY BOND ETF | $2.1M |
APTVAPTIV PLC | $2.1M |
ABGCENCORA INC | $2.1M |
AREALEXANDRIA REAL ESTATE EQUITIES INC | $2.1M |
OKEONEOK INC | $2.1M |
VIGIVANGUARD INTL DIV APPREC ETF | $2.1M |
PODDINSULET CORP | $2.0M |
CARRCARRIER GLOBAL CORP ORDINARY SHARES | $2.0M |
RCI/BROGERS COMMUNICATIONS INC SHS -B- NON-VOTING | $2.0M |
ESGEISHARES ESG AWARE MSCI EM ETF | $2.0M |
BDXBECTON DICKINSON & CO | $2.0M |
GSKGSK PLC ADR | $2.0M |
FDXFEDEX CORP | $2.0M |
A4SAMERIPRISE FINANCIAL INC | $2.0M |
VPUVANGUARD UTILITIES ETF | $2.0M |
SDOGALPS SECTOR DIVIDEND DOGS ETF | $2.0M |
DASHDOORDASH INC ORDINARY SHARES - CLASS A | $2.0M |
FITBFIFTH THIRD BANCORP | $2.0M |
FISFIDELITY NATIONAL INFORMATION SERVICES INC | $1.9M |
GSSTGOLDMAN SACHS ULTRA SHORT BOND ETF | $1.9M |
AONAON PLC CLASS A | $1.9M |
TPRTAPESTRY INC | $1.9M |
GMGENERAL MOTORS CO | $1.9M |
PFFISHARES PREFERRED&INCOME SECURITIES ETF | $1.9M |
SANBANCO SANTANDER SA ADR | $1.9M |
PYPLPAYPAL HOLDINGS INC | $1.9M |
KMXCARMAX INC | $1.9M |
IBITISHARES BITCOIN TRUST ETF | $1.9M |
MCHPMICROCHIP TECHNOLOGY INC | $1.9M |
SHELSHELL PLC ADR (REPRESENTING - ORDINARY SHARES) | $1.9M |
TFISTT STRT SPDR NUVEEN ICE MUNCPL ETF | $1.8M |
BMTABRITISH AMERICAN TOBACCO PLC ADR | $1.8M |
XLUTHE UTILITIES SELECT SECTOR SPDR ETF | $1.8M |
IBDVISHARES IBONDS DEC 2030 TERM CORP ETF | $1.8M |
RPMRPM INTERNATIONAL INC | $1.8M |
NETCLOUDFLARE INC | $1.8M |
AESTHE AES CORP | $1.8M |
HDVISHARES CORE HIGH DIVIDEND ETF | $1.8M |
RFREGIONS FINANCIAL CORP | $1.8M |
HOODROBINHOOD MARKETS INC CLASS A | $1.8M |
MUFGMITSUBISHI UFJ FINANCIAL GROUP INC ADR | $1.7M |
AFWALIGN TECHNOLOGY INC | $1.7M |
OREALTY INCOME CORP | $1.7M |
LPLALPL FINANCIAL HOLDINGS INC | $1.7M |
HUMHUMANA INC | $1.7M |
ROSTROSS STORES INC | $1.7M |
ON1OLD NATIONAL BANCORP | $1.7M |
INGING GROEP NV ADR | $1.7M |
ETRENTERGY CORP | $1.7M |
HBC2HSBC HOLDINGS PLC ADR | $1.7M |
IBDWISHARES IBONDS DEC 2031 TERM CORP ETF | $1.7M |
FIXTTCW CORE PLUS BOND ETF | $1.7M |
PRUPRUDENTIAL FINANCIAL INC | $1.6M |
TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF | $1.6M |
VSTVISTRA CORP | $1.6M |
SPYXSTTSTRT SPDR S&P 500FSSLFULRSRVFREEETF | $1.6M |
ALSALLSTATE CORP | $1.6M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A | $1.6M |
YUMYUM BRANDS INC | $1.6M |
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $1.6M |
IBTPISHARES IBONDS DEC 2034 TERM TRSY ETF | $1.6M |
ELTHE ESTEE LAUDER COMPANIES INC CLASS A | $1.6M |
IBMSISHARES IBONDS DEC 2032 TERM TRS ETF | $1.6M |
IXNISHARES GLOBAL TECH ETF | $1.6M |
IBTOISHARES IBONDS DEC 2033 TERM TRSY ETF | $1.6M |
CHDCHURCH & DWIGHT CO INC | $1.5M |
DELLDELL TECHNOLOGIES INC ORDINARY SHARES - CLASS C | $1.5M |
DRIDARDEN RESTAURANTS INC | $1.5M |
IBDXISHARES IBONDS DEC 2032 TERM CORP ETF | $1.5M |
TELTE CONNECTIVITY PLC REGISTERED SHARES | $1.5M |
WDCWESTERN DIGITAL CORP | $1.5M |
BXPBXP INC | $1.5M |
IQVIQVIA HOLDINGS INC | $1.5M |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $1.5M |
SLBSLB LTD | $1.5M |
SRESEMPRA | $1.5M |
HALHALLIBURTON CO | $1.4M |
KRTHE KROGER CO | $1.4M |