UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NWSA | 14K | $444.19K |
 | HALO | 14K | $1.06M |
 | EIX | 14K | $795.48K |
 | AHR | 14K | $599.57K |
 | IP | 14K | $661.76K |
 | HLT | 14K | $3.69M |
 | CVE | 14K | $239.52K |
 | CFBK | 14K | $335.75K |
 | CMA | 14K | $952.57K |
 | EBAY | 14K | $1.26M |
 | HTGC | 14K | $262.45K |
 | ABEV | 14K | $30.84K |
 | VLO | 14K | $2.35M |
 | ALGN | 14K | $1.72M |
 | SNDR | 14K | $288.73K |
 | NU | 14K | $218.20K |
 | BHP | 14K | $758.82K |
 | PEG | 14K | $1.13M |
 | VTR | 13K | $944.18K |
 | ACGL | 13K | $1.22M |
News Corporation
NWSA
Shares Held
14K
Value
$444.19K
Halozyme Therapeutics, Inc.
HALO
Shares Held
14K
Value
$1.06M
Edison International
EIX
Shares Held
14K
Value
$795.48K
American Healthcare REIT, Inc.
AHR
Shares Held
14K
Value
$599.57K
International Paper Company
IP
Shares Held
14K
Value
$661.76K
Hilton Worldwide Holdings Inc.
HLT
Shares Held
14K
Value
$3.69M
Cenovus Energy Inc.
CVE
Shares Held
14K
Value
$239.52K
CF Bankshares Inc.
CFBK
Shares Held
14K
Value
$335.75K
Comerica Incorporated
CMA
Shares Held
14K
Value
$952.57K
eBay Inc.
EBAY
Shares Held
14K
Value
$1.26M
Hercules Capital, Inc.
HTGC
Shares Held
14K
Value
$262.45K
Ambev S.A.
ABEV
Shares Held
14K
Value
$30.84K
Valero Energy Corporation
VLO
Shares Held
14K
Value
$2.35M
Align Technology, Inc.
ALGN
Shares Held
14K
Value
$1.72M
Schneider National, Inc.
SNDR
Shares Held
14K
Value
$288.73K
Nu Holdings Ltd.
NU
Shares Held
14K
Value
$218.20K
BHP Group Limited
BHP
Shares Held
14K
Value
$758.82K
Public Service Enterprise Group Incorporated
PEG
Shares Held
14K
Value
$1.13M
Ventas, Inc.
VTR
Shares Held
13K
Value
$944.18K
Arch Capital Group Ltd.
ACGL
Shares Held
13K
Value
$1.22M