UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNP | 13K | $518.04K |
 | MMC | 13K | $2.69M |
 | AAL | 13K | $148.90K |
 | WDS | 13K | $197.64K |
 | PSO | 13K | $184.98K |
 | MAS | 13K | $919.05K |
 | LIN | 13K | $6.20M |
 | FE | 13K | $597.43K |
 | OTIS | 13K | $1.19M |
 | BF-B | 13K | $352.16K |
 | PNC | 13K | $2.60M |
 | CAVA | 13K | $780.07K |
 | ADM | 13K | $770.46K |
 | BWA | 13K | $562.59K |
 | BCE | 13K | $298.74K |
 | INFY | 13K | $207.80K |
 | ED | 13K | $1.28M |
 | SOFI | 13K | $335.03K |
 | BUD | 13K | $750.65K |
 | PPL | 13K | $465.52K |
CenterPoint Energy, Inc.
CNP
Shares Held
13K
Value
$518.04K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
13K
Value
$2.69M
American Airlines Group Inc.
AAL
Shares Held
13K
Value
$148.90K
Woodside Energy Group Ltd
WDS
Shares Held
13K
Value
$197.64K
Pearson plc
PSO
Shares Held
13K
Value
$184.98K
Masco Corporation
MAS
Shares Held
13K
Value
$919.05K
Linde plc
LIN
Shares Held
13K
Value
$6.20M
FirstEnergy Corp.
FE
Shares Held
13K
Value
$597.43K
Otis Worldwide Corporation
OTIS
Shares Held
13K
Value
$1.19M
Brown-Forman Corporation
BF-B
Shares Held
13K
Value
$352.16K
The PNC Financial Services Group, Inc.
PNC
Shares Held
13K
Value
$2.60M
CAVA Group, Inc.
CAVA
Shares Held
13K
Value
$780.07K
Archer-Daniels-Midland Company
ADM
Shares Held
13K
Value
$770.46K
BorgWarner Inc.
BWA
Shares Held
13K
Value
$562.59K
BCE Inc.
BCE
Shares Held
13K
Value
$298.74K
Infosys Limited
INFY
Shares Held
13K
Value
$207.80K
Consolidated Edison, Inc.
ED
Shares Held
13K
Value
$1.28M
SoFi Technologies, Inc.
SOFI
Shares Held
13K
Value
$335.03K
Anheuser-Busch InBev SA/NV
BUD
Shares Held
13K
Value
$750.65K
PPL Corporation
PPL
Shares Held
13K
Value
$465.52K