UNITED CAPITAL FINANCIAL ADVISERS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LRN | 5K | $746.78K |
 | AME | 5K | $941.98K |
 | LVS | 5K | $265.99K |
 | TRGP | 5K | $823.01K |
 | BN | 5K | $334.60K |
 | EXEL | 5K | $200.35K |
 | OHI | 5K | $203.71K |
 | CR | 5K | $882.58K |
 | ORI | 5K | $202.95K |
 | WTFC | 5K | $630.81K |
 | EQIX | 5K | $3.72M |
 | EXPD | 5K | $581.32K |
 | CLX | 5K | $582.85K |
 | EQH | 5K | $238.01K |
 | PSA | 5K | $1.34M |
 | STLD | 5K | $648.35K |
 | BR | 5K | $1.10M |
 | ILMN | 5K | $431.54K |
 | CCJ | 5K | $379.63K |
 | RRX | 4K | $640.41K |
Stride, Inc.
LRN
Shares Held
5K
Value
$746.78K
AMETEK, Inc.
AME
Shares Held
5K
Value
$941.98K
Las Vegas Sands Corp.
LVS
Shares Held
5K
Value
$265.99K
Targa Resources Corp.
TRGP
Shares Held
5K
Value
$823.01K
Brookfield Corporation
BN
Shares Held
5K
Value
$334.60K
Exelixis, Inc.
EXEL
Shares Held
5K
Value
$200.35K
Omega Healthcare Investors, Inc.
OHI
Shares Held
5K
Value
$203.71K
Crane Company
CR
Shares Held
5K
Value
$882.58K
Old Republic International Corporation
ORI
Shares Held
5K
Value
$202.95K
Wintrust Financial Corporation
WTFC
Shares Held
5K
Value
$630.81K
Equinix, Inc.
EQIX
Shares Held
5K
Value
$3.72M
Expeditors International of Washington, Inc.
EXPD
Shares Held
5K
Value
$581.32K
The Clorox Company
CLX
Shares Held
5K
Value
$582.85K
Equitable Holdings, Inc.
EQH
Shares Held
5K
Value
$238.01K
Public Storage
PSA
Shares Held
5K
Value
$1.34M
Steel Dynamics, Inc.
STLD
Shares Held
5K
Value
$648.35K
Broadridge Financial Solutions, Inc.
BR
Shares Held
5K
Value
$1.10M
Illumina, Inc.
ILMN
Shares Held
5K
Value
$431.54K
Cameco Corporation
CCJ
Shares Held
5K
Value
$379.63K
Regal Rexnord Corporation
RRX
Shares Held
4K
Value
$640.41K