UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$11.6B
Holdings
1,023
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (1,023 positions)
| Stock | Value |
|---|---|
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $6.0M |
BABOEING COMPANY | $6.0M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $6.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.0M |
EFAISHARES MSCI EAFE ETF | $6.0M |
RELXRELX PLC SPONSORED ADR | $6.0M |
PLDPROLOGIS, INC. | $6.0M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $6.0M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $6.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.0M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $6.0M |
SHVISHARES SHORT TREASURY BOND ETF | $6.0M |
SOSOUTHERN COMPANY | $6.0M |
IWRISHARES RUSSELL MIDCAP ETF | $6.0M |
OEFISHARES S&P 100 ETF | $6.0M |
PSXPHILLIPS 66 | $5.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $5.0M |
VOVANGUARD MID-CAP ETF | $5.0M |
INTCINTEL CORPORATION | $5.0M |
SOXXISHARES SEMICONDUCTOR ETF | $5.0M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $5.0M |
IPACISHARES CORE MSCI PACIFIC ETF | $5.0M |
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $5.0M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $5.0M |
COPCONOCOPHILLIPS | $5.0M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $5.0M |
CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A | $5.0M |
LINLINDE PLC | $5.0M |
PWBINVESCO LARGE CAP GROWTH ETF | $5.0M |
DFUSDIMENSIONAL U.S. EQUITY ETF | $5.0M |
FALNISHARES FALLEN ANGELS USD BOND ETF | $5.0M |
LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | $5.0M |
NOCNORTHROP GRUMMAN CORP. | $5.0M |
DHID.R. HORTON, INC. | $5.0M |
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | $5.0M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $5.0M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $5.0M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $5.0M |
RYROYAL BANK OF CANADA | $4.0M |
AQLTISHARES SELECT DIVIDEND ETF | $4.0M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $4.0M |
FQIDIGITAL REALTY TRUST, INC. | $4.0M |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $4.0M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $4.0M |
LNTALLIANT ENERGY CORP | $4.0M |
FISVFISERV, INC. | $4.0M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.0M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $4.0M |
CBCHUBB LIMITED | $4.0M |
TRMBTRIMBLE INC. | $4.0M |
ICVTISHARES CONVERTIBLE BOND ETF | $4.0M |
XLEENERGY SELECT SECTOR SPDR FUND | $4.0M |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $4.0M |
DOVDOVER CORPORATION | $4.0M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $4.0M |
CSXCSX CORPORATION | $4.0M |
DUKDUKE ENERGY CORPORATION | $4.0M |
IBDPISHARES IBONDS DEC 2024 TERM CORPORATE ETF | $4.0M |
VPLVANGUARD FTSE PACIFIC ETF | $4.0M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.0M |
GIB/ACGI INC. CLASS A | $4.0M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $4.0M |
CMCSACOMCAST CORPORATION CLASS A | $4.0M |
AMLPALERIAN MLP ETF | $4.0M |
UBERUBER TECHNOLOGIES, INC. | $4.0M |
EOGEOG RESOURCES, INC. | $4.0M |
8CWCROWN CASTLE INC. | $4.0M |
IWBISHARES RUSSELL 1000 ETF | $4.0M |
GISGENERAL MILLS, INC. | $4.0M |
HONHONEYWELL INTERNATIONAL INC. | $4.0M |
VRTXVERTEX PHARMACEUTICALS INCORPORATED | $4.0M |
FCXFREEPORT-MCMORAN, INC. | $4.0M |
CICIGNA GROUP | $4.0M |
ABNBAIRBNB, INC. CLASS A | $3.0M |
QCRHQCR HOLDINGS, INC. | $3.0M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $3.0M |
DWDMORGAN STANLEY | $3.0M |
BXBLACKSTONE INC. | $3.0M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $3.0M |
RCI/BROGERS COMMUNICATIONS INC. CLASS B | $3.0M |
DYHTARGET CORPORATION | $3.0M |
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | $3.0M |
MGKVANGUARD MEGA CAP GROWTH ETF | $3.0M |
SNYSANOFI SPONSORED ADR | $3.0M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $3.0M |
BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A. SPONSORED ADR | $3.0M |
AZNASTRAZENECA PLC SPONSORED ADR | $3.0M |
CDNSCADENCE DESIGN SYSTEMS, INC. | $3.0M |
ZTSZOETIS, INC. CLASS A | $3.0M |
MCOMOODY'S CORPORATION | $3.0M |
KMBKIMBERLY-CLARK CORPORATION | $3.0M |
AFWALIGN TECHNOLOGY, INC. | $3.0M |
KMXCARMAX, INC. | $3.0M |
BSXBOSTON SCIENTIFIC CORPORATION | $3.0M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $3.0M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $3.0M |
PGRPROGRESSIVE CORPORATION | $3.0M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $3.0M |
WATWATERS CORPORATION | $3.0M |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $3.0M |