UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 43K | $6.80M |
 | KMX | 41K | $1.86M |
 | APA | 41K | $990.48K |
 | INTU | 40K | $27.08M |
 | STE | 40K | $9.78M |
 | C | 39K | $4.00M |
 | CVS | 39K | $2.94M |
 | CTVA | 39K | $2.62M |
 | EW | 38K | $2.99M |
 | RY | 38K | $5.66M |
 | TEF | 38K | $194.03K |
 | FNF | 37K | $2.26M |
 | PSX | 37K | $5.06M |
 | UNP | 37K | $8.69M |
 | HEI | 37K | $11.80M |
 | DD | 36K | $2.82M |
 | VICI | 36K | $1.18M |
 | ADI | 36K | $8.84M |
 | AM | 36K | $697.27K |
 | DXCM | 35K | $2.39M |
Morgan Stanley
MS
Shares Held
43K
Value
$6.80M
CarMax, Inc.
KMX
Shares Held
41K
Value
$1.86M
APA Corporation
APA
Shares Held
41K
Value
$990.48K
Intuit Inc.
INTU
Shares Held
40K
Value
$27.08M
STERIS plc
STE
Shares Held
40K
Value
$9.78M
Citigroup Inc.
C
Shares Held
39K
Value
$4.00M
CVS Health Corporation
CVS
Shares Held
39K
Value
$2.94M
Corteva, Inc.
CTVA
Shares Held
39K
Value
$2.62M
Edwards Lifesciences Corporation
EW
Shares Held
38K
Value
$2.99M
Royal Bank of Canada
RY
Shares Held
38K
Value
$5.66M
Telefónica, S.A.
TEF
Shares Held
38K
Value
$194.03K
Fidelity National Financial, Inc.
FNF
Shares Held
37K
Value
$2.26M
Phillips 66
PSX
Shares Held
37K
Value
$5.06M
Union Pacific Corporation
UNP
Shares Held
37K
Value
$8.69M
HEICO Corporation
HEI
Shares Held
37K
Value
$11.80M
DuPont de Nemours, Inc.
DD
Shares Held
36K
Value
$2.82M
VICI Properties Inc.
VICI
Shares Held
36K
Value
$1.18M
Analog Devices, Inc.
ADI
Shares Held
36K
Value
$8.84M
Antero Midstream Corporation
AM
Shares Held
36K
Value
$697.27K
DexCom, Inc.
DXCM
Shares Held
35K
Value
$2.39M