UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WDC | 13K | $1.50M |
 | ABAT | 13K | $60.75K |
 | IR | 12K | $1.03M |
 | SPG | 12K | $2.34M |
 | RCL | 12K | $4.04M |
 | CPNG | 12K | $397.67K |
 | MRNA | 12K | $317.66K |
 | CI | 12K | $3.53M |
 | HOOD | 12K | $1.75M |
 | BRBR | 12K | $441.32K |
 | BIP | 12K | $395.81K |
 | MT | 12K | $432.57K |
 | SIRI | 12K | $276.13K |
 | MTB | 12K | $2.32M |
 | MBCN | 12K | $351.12K |
 | CACI | 12K | $5.82M |
 | EQR | 12K | $750.16K |
 | VIK | 12K | $716.08K |
 | VRTX | 12K | $4.51M |
 | CION | 11K | $108.85K |
Western Digital Corporation
WDC
Shares Held
13K
Value
$1.50M
American Battery Technology Company Common Stock
ABAT
Shares Held
13K
Value
$60.75K
Ingersoll Rand Inc.
IR
Shares Held
12K
Value
$1.03M
Simon Property Group, Inc.
SPG
Shares Held
12K
Value
$2.34M
Royal Caribbean Cruises Ltd.
RCL
Shares Held
12K
Value
$4.04M
Coupang, Inc.
CPNG
Shares Held
12K
Value
$397.67K
Moderna, Inc.
MRNA
Shares Held
12K
Value
$317.66K
Cigna Corporation
CI
Shares Held
12K
Value
$3.53M
Robinhood Markets, Inc.
HOOD
Shares Held
12K
Value
$1.75M
BellRing Brands, Inc.
BRBR
Shares Held
12K
Value
$441.32K
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
12K
Value
$395.81K
ArcelorMittal S.A.
MT
Shares Held
12K
Value
$432.57K
Sirius XM Holdings Inc.
SIRI
Shares Held
12K
Value
$276.13K
M&T Bank Corporation
MTB
Shares Held
12K
Value
$2.32M
Middlefield Banc Corp.
MBCN
Shares Held
12K
Value
$351.12K
CACI International Inc
CACI
Shares Held
12K
Value
$5.82M
Equity Residential
EQR
Shares Held
12K
Value
$750.16K
Viking Holdings Ltd
VIK
Shares Held
12K
Value
$716.08K
Vertex Pharmaceuticals Incorporated
VRTX
Shares Held
12K
Value
$4.51M
CION Investment Corporation
CION
Shares Held
11K
Value
$108.85K