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 |
|---|---|
IWOISHARES RUSSELL 2000 GROWTH ETF | $1.4M |
ROKROCKWELL AUTOMATION INC | $1.4M |
HIGTHE HARTFORD INSURANCE GROUP INC | $1.4M |
GDXVANECK GOLD MINERS ETF | $1.4M |
PINSPINTEREST INC CLASS A | $1.4M |
MIGASTRATEGY INC CLASS A | $1.4M |
STXSEAGATE TECHNOLOGY HOLDINGS PLC | $1.4M |
SMFGSUMITOMO MITSUI FINANCIAL GROUP INC ADR | $1.4M |
FLEXFLEX LTD | $1.4M |
GPCGENUINE PARTS CO | $1.4M |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $1.4M |
KEYKEYCORP | $1.4M |
RMERESMED INC | $1.4M |
DOWDOW INC | $1.4M |
WMBWILLIAMS COMPANIES INC | $1.4M |
EUSBISHARES ESG ADVANCED UNIVERSAL USD BDETF | $1.4M |
OXYOCCIDENTAL PETROLEUM CORP | $1.4M |
EEMVISHARES MSCI EMERG MKTS MIN VOL FCTR ETF | $1.4M |
TPYPTORTOISE NORTH AMERICAN PIPELINE | $1.3M |
DYHTARGET CORP | $1.3M |
XELXCEL ENERGY INC | $1.3M |
PSAPUBLIC STORAGE | $1.3M |
SGDMSPROTT GOLD MINERS ETF | $1.3M |
GRMNGARMIN LTD | $1.3M |
LENLENNAR CORP CLASS A | $1.3M |
FTNTFORTINET INC | $1.3M |
DONSPDR DOW JONES INDUSTRIAL AVRG ETF TR | $1.3M |
FFBCFIRST FINANCIAL BANCORP | $1.3M |
AVUSAVANTIS US EQUITY ETF | $1.3M |
AORISHARES CORE 60/40 BALANCED ALLC ETF | $1.3M |
DALDELTA AIR LINES INC | $1.3M |
EDCONSOLIDATED EDISON INC | $1.3M |
AOAISHARES CORE 80/20 AGGRESSIVE ALLC ETF | $1.3M |
EBAEBAY INC | $1.3M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $1.3M |
NUENUCOR CORP | $1.3M |
VRTVERTIV HOLDINGS CO CLASS A | $1.3M |
FANGDIAMONDBACK ENERGY INC | $1.2M |
CNCCENTENE CORP | $1.2M |
IBTAIBOTTA INC CLASS A COMMON STOCK | $1.2M |
ENBENBRIDGE INC | $1.2M |
ARCCARES CAPITAL CORP | $1.2M |
ACGLARCH CAPITAL GROUP LTD | $1.2M |
DVNDEVON ENERGY CORP | $1.2M |
STTSTATE STREET CORP | $1.2M |
OTISOTIS WORLDWIDE CORP ORDINARY SHARES | $1.2M |
EXREXTRA SPACE STORAGE INC | $1.2M |
USIGISHARES BROAD USD INVM GRD CORP BD ETF | $1.2M |
CMGCHIPOTLE MEXICAN GRILL INC | $1.2M |
ETHEGRAYSCALE ETHEREUM TRUST ETF | $1.2M |
VICIVICI PROPERTIES INC ORDINARY SHARES | $1.2M |
ABNBAIRBNB INC ORDINARY SHARES - CLASS A | $1.2M |
TMTOYOTA MOTOR CORP ADR | $1.2M |
BKRBAKER HUGHES CO CLASS A | $1.2M |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $1.2M |
HBANHUNTINGTON BANCSHARES INC | $1.1M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $1.1M |
PEGPUBLIC SERVICE ENTERPRISE GROUP INC | $1.1M |
PEOEXELON CORP | $1.1M |
SPMBSTATE STREET SPDR PORT MORTG BCKD BD ETF | $1.1M |
SYFSYNCHRONY FINANCIAL | $1.1M |
VYMIVANGUARD INTL HI DIV YLD IDX ETF | $1.1M |
EFXEQUIFAX INC | $1.1M |
PHMPULTEGROUP INC | $1.1M |
BRBROADRIDGE FINANCIAL SOLUTIONS INC | $1.1M |
IWNISHARES RUSSELL 2000 VALUE ETF | $1.1M |
SFSTIFEL FINANCIAL CORP | $1.1M |
TOSTTOAST INC CLASS A | $1.1M |
UALUNITED AIRLINES HOLDINGS INC | $1.1M |
WBDWARNER BROS. DISCOVERY INC ORDINARY SHARES - CLASS A | $1.1M |
HIIHUNTINGTON INGALLS INDUSTRIES INC | $1.1M |
DGDOLLAR GENERAL CORP | $1.1M |
BPBP PLC ADR | $1.1M |
OLLIOLLIE'S BARGAIN OUTLET HOLDINGS INC | $1.1M |
HALOHALOZYME THERAPEUTICS INC | $1.1M |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $1.1M |
ESEVERSOURCE ENERGY | $1.1M |
CORZCORE SCIENTIFIC INC ORDINARY SHARES - NEW | $1.0M |
SUSBISHARES ESG 1-5 YEAR USD CORP BD ETF | $1.0M |
NVTNVENT ELECTRIC PLC | $1.0M |
VNOVORNADO REALTY TRUST | $1.0M |
CFGCITIZENS FINANCIAL GROUP INC | $1.0M |
IRINGERSOLL RAND INC | $1.0M |
XLYTHE CONSUMER DISCRET SEL SECTSPDR ETF | $1.0M |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $1.0M |
VGKVANGUARD FTSE EUROPE ETF | $1.0M |
GWREGUIDEWIRE SOFTWARE INC | $1.0M |
DBDEUTSCHE BANK AKTIENGESELLSCHAFT | $993K |
APAAPA CORP | $990K |
FICOFAIR ISAAC CORP | $982K |
TYLTYLER TECHNOLOGIES INC | $980K |
DOCHEALTHPEAK PROPERTIES INC | $979K |
FFORD MOTOR CO | $979K |
ALNYALNYLAM PHARMACEUTICALS INC | $978K |
EHCENCOMPASS HEALTH CORP | $978K |
ATOATMOS ENERGY CORP | $970K |
RHCRH PLC | $964K |
ATMUATMUS FILTRATION TECHNOLOGIES INC | $964K |
MTDMETTLER-TOLEDO INTERNATIONAL INC | $960K |
MFGMIZUHO FINANCIAL GROUP INC ADR | $955K |