UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$16.6B
Holdings
1,359
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,359 positions)
| Stock | Value |
|---|---|
FFIVF5, INC. | $12.0M |
ADPAUTOMATIC DATA PROCESSING, INC. | $12.0M |
UNHUNITEDHEALTH GROUP INCORPORATED | $12.0M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $12.0M |
SMOTVANECK MORNINGSTAR SMID MOAT ETF | $12.0M |
CLCOLGATE-PALMOLIVE COMPANY | $12.0M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $11.0M |
SYKSTRYKER CORPORATION | $11.0M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $11.0M |
HEIHEICO CORPORATION | $11.0M |
KOCOCA-COLA COMPANY | $11.0M |
FERGFERGUSON ENTERPRISES INC. | $11.0M |
NVSNNOVARTIS AG SPONSORED ADR | $11.0M |
NEENEXTERA ENERGY, INC. | $11.0M |
PLTRPALANTIR TECHNOLOGIES INC. CLASS A | $11.0M |
ROPROPER TECHNOLOGIES, INC. | $11.0M |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $11.0M |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $11.0M |
METMETLIFE, INC. | $11.0M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $11.0M |
KMBKIMBERLY-CLARK CORPORATION | $11.0M |
BACVERIZON COMMUNICATIONS INC. | $11.0M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $11.0M |
EFAISHARES MSCI EAFE ETF | $11.0M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $11.0M |
BABOEING COMPANY | $10.0M |
FSVFIRSTSERVICE CORP | $10.0M |
RSGREPUBLIC SERVICES, INC. | $10.0M |
MSCIMSCI INC. CLASS A | $10.0M |
UNPUNION PACIFIC CORPORATION | $10.0M |
VTVANGUARD TOTAL WORLD STOCK ETF | $10.0M |
MCDMCDONALD'S CORPORATION | $10.0M |
IETCISHARES U S ETF TR | $10.0M |
USFRWISDOMTREE FLOATING RATE TREASURY ETF | $10.0M |
BNLBROADSTONE NET LEASE, INC. | $10.0M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $10.0M |
MUMICRON TECHNOLOGY, INC. | $10.0M |
AMATAPPLIED MATERIALS, INC. | $9.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $9.0M |
ODFLOLD DOMINION FREIGHT LINE, INC. | $9.0M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $9.0M |
CAIQCALAMOS ETF TR | $9.0M |
ESGUISHARES ESG AWARE MSCI USA ETF | $9.0M |
BALLBALL CORPORATION | $9.0M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $9.0M |
MPLXMPLX LP | $9.0M |
GSIEGOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF | $9.0M |
ACGLARCH CAPITAL GROUP LTD. | $9.0M |
TXNTEXAS INSTRUMENTS INCORPORATED | $9.0M |
SYSBISHARES TR | $9.0M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $9.0M |
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $9.0M |
IYFISHARES U.S. FINANCIALS ETF | $9.0M |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $9.0M |
RUNNRUNNING OAK EFFICIENT GROWTH ETF | $9.0M |
ADIANALOG DEVICES, INC. | $9.0M |
XYLXYLEM INC. | $9.0M |
STESTERIS PLC | $9.0M |
CITCINTAS CORPORATION | $9.0M |
CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A | $8.0M |
COFCAPITAL ONE FINANCIAL CORP | $8.0M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $8.0M |
ULSUL SOLUTIONS INC | $8.0M |
DWDMORGAN STANLEY | $8.0M |
IWBISHARES RUSSELL 1000 ETF | $8.0M |
TJXTJX COMPANIES INC | $8.0M |
PTLINSPIRE 500 ETF | $8.0M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $8.0M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $8.0M |
PEGPUBLIC SERVICE ENTERPRISE GROUP INC | $8.0M |
MSIMOTOROLA SOLUTIONS, INC. | $8.0M |
PBEINVESCO EXCHANGE TRADED FD T | $8.0M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $8.0M |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $8.0M |
SHOPSHOPIFY, INC. CLASS A | $8.0M |
TRITHOMSON REUTERS CORPORATION | $8.0M |
DEODIAGEO PLC SPONSORED ADR | $8.0M |
CAIECALAMOS ETF TR | $8.0M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $8.0M |
GQ9SPDR GOLD SHARES | $8.0M |
KNSLKINSALE CAPITAL GROUP, INC. | $8.0M |
WDAYWORKDAY, INC. CLASS A | $7.0M |
FSSFEDERAL SIGNAL CORPORATION | $7.0M |
SCHASCHWAB U.S. SMALL-CAP ETF | $7.0M |
BBARRICK MINING CORPORATION | $7.0M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $7.0M |
JMUBJPMORGAN MUNICIPAL ETF | $7.0M |
VOVANGUARD MID-CAP ETF | $7.0M |
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF | $7.0M |
ORLYO'REILLY AUTOMOTIVE, INC. | $7.0M |
SOSOUTHERN COMPANY | $7.0M |
VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | $7.0M |
APPAPPLOVIN CORP. CLASS A | $7.0M |
ESGVVANGUARD ESG U.S. STOCK ETF | $7.0M |
BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A. SPONSORED ADR | $7.0M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $7.0M |
IYHISHARES U.S. HEALTHCARE ETF | $7.0M |
CEGCONSTELLATION ENERGY CORPORATION | $7.0M |
CSMPROSHARES LARGE CAP CORE PLUS | $6.0M |
ICVTISHARES CONVERTIBLE BOND ETF | $6.0M |