UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q2 2025 13F-HR Holdings

Location
Irving, TX
Holdings as of
6/30/2025
Date filed
8/11/2025
Form type
13F-HR
Num holdings
1,090
Total value ($000)
$12,402,215
Net value change ($000)
+715,395 (6.1%)
New positions
75
Sold out positions
48
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 5/13/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSFT 83,936 34.4%
NVDA 78,745 45.8%
IEMG 51,419 34.1%
VOO 49,193 5.8%
IEFA 47,574 13.2%
THRO 42,588 NEW
EFV 36,984 55.8%
VUG 36,279 18.4%
IAGG 34,473 452.0%
SPMD 24,603 124.3%
Top Reduces (Value $000, Stocks/ETFs)
BSV -39,260 -10.2%
EMXC -31,963 -98.8%
IUSB -27,550 -12.0%
UNH -27,268 -74.7%
AAPL -25,136 -7.7%
IVV -21,779 -3.9%
BRK-B -17,017 -13.7%
SHM -16,986 -14.7%
HEFA -13,984 -8.6%
JNK -13,036 -12.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 32,229 (0.3% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type