UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAL | 23K | $1.28M |
 | CHKP | 23K | $4.67M |
 | NLY | 22K | $454.50K |
United Bankshares, Inc. | UBSI | 22K | $822.53K |
 | PCAR | 22K | $2.17M |
 | WMB | 22K | $1.38M |
 | VOD | 22K | $250.26K |
 | AEP | 21K | $2.42M |
 | KR | 21K | $1.44M |
 | ATMU | 21K | $963.71K |
 | HST | 21K | $358.73K |
 | ITUB | 21K | $154.68K |
 | TYG | 21K | $904.89K |
 | NOW | 21K | $18.94M |
 | DOUG | 21K | $58.78K |
 | ICE | 21K | $3.46M |
 | AMX | 20K | $429.39K |
 | BXP | 20K | $1.50M |
 | UG | 20K | $157.74K |
 | RJF | 20K | $3.46M |
Delta Air Lines, Inc.
DAL
Shares Held
23K
Value
$1.28M
Check Point Software Technologies Ltd.
CHKP
Shares Held
23K
Value
$4.67M
Annaly Capital Management, Inc.
NLY
Shares Held
22K
Value
$454.50K
United Bankshares, Inc.
UBSI
Shares Held
22K
Value
$822.53K
PACCAR Inc
PCAR
Shares Held
22K
Value
$2.17M
The Williams Companies, Inc.
WMB
Shares Held
22K
Value
$1.38M
Vodafone Group Public Limited Company
VOD
Shares Held
22K
Value
$250.26K
American Electric Power Company, Inc.
AEP
Shares Held
21K
Value
$2.42M
The Kroger Co.
KR
Shares Held
21K
Value
$1.44M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
21K
Value
$963.71K
Host Hotels & Resorts, Inc.
HST
Shares Held
21K
Value
$358.73K
Itaú Unibanco Holding S.A.
ITUB
Shares Held
21K
Value
$154.68K
Tortoise Energy Infrastructure Corporation
TYG
Shares Held
21K
Value
$904.89K
ServiceNow, Inc.
NOW
Shares Held
21K
Value
$18.94M
Douglas Elliman Inc.
DOUG
Shares Held
21K
Value
$58.78K
Intercontinental Exchange, Inc.
ICE
Shares Held
21K
Value
$3.46M
América Móvil, S.A.B. de C.V.
AMX
Shares Held
20K
Value
$429.39K
BXP, Inc.
BXP
Shares Held
20K
Value
$1.50M
United-Guardian, Inc.
UG
Shares Held
20K
Value
$157.74K
Raymond James Financial, Inc.
RJF
Shares Held
20K
Value
$3.46M