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 |
|---|---|
MASMASCO CORPORATION | $646K |
INVHINVITATION HOMES, INC. | $645K |
IWNISHARES RUSSELL 2000 VALUE ETF | $643K |
DRIDARDEN RESTAURANTS, INC. | $642K |
WF2WINTRUST FINANCIAL CORPORATION | $642K |
IYY*ISHARES DOW JONES U.S. ETF | $641K |
NUNU HOLDINGS LTD. CLASS A | $640K |
WYWEYERHAEUSER COMPANY | $635K |
POSTPOST HOLDINGS, INC. | $633K |
STLDSTEEL DYNAMICS, INC. | $632K |
WMSADVANCED DRAINAGE SYSTEMS, INC. | $626K |
IAU*ISHARES GOLD TRUST | $622K |
SONSONOCO PRODUCTS COMPANY | $616K |
STXSEAGATE TECHNOLOGY HOLDINGS PLC | $616K |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $615K |
SUISUN COMMUNITIES, INC. | $613K |
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR | $609K |
VOEVANGUARD MID-CAP VALUE ETF | $608K |
VDEVANGUARD ENERGY ETF | $608K |
LNCLINCOLN NATIONAL CORP | $607K |
TXTTEXTRON INC. | $604K |
DTEDTE ENERGY COMPANY | $603K |
IVVISHARES CORE S&P 500 ETF | $601K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $601K |
EAELECTRONIC ARTS INC. | $599K |
RACEFERRARI NV | $591K |
ENBENBRIDGE INC. | $591K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $588K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $587K |
EBAEBAY INC. | $587K |
SANBANCO SANTANDER S.A. SPONSORED ADR | $582K |
RIORIO TINTO PLC SPONSORED ADR | $577K |
MRVLMARVELL TECHNOLOGY, INC. | $577K |
LYBLYONDELLBASELL INDUSTRIES NV | $576K |
PG4PRINCIPAL FINANCIAL GROUP, INC. | $574K |
FBINFORTUNE BRANDS INNOVATIONS, INC. | $574K |
WBAWALGREENS BOOTS ALLIANCE, INC. | $573K |
UALUNITED AIRLINES HOLDINGS, INC. | $567K |
AWMSKYWORKS SOLUTIONS, INC. | $567K |
AVYAVERY DENNISON CORPORATION | $567K |
PAYCPAYCOM SOFTWARE, INC. | $565K |
WDCWESTERN DIGITAL CORPORATION | $562K |
ACMAECOM | $559K |
APOAPOLLO GLOBAL MANAGEMENT INC | $558K |
MTBM&T BANK CORPORATION | $558K |
IBTEISHARES IBONDS DEC 2024 TERM TREASURY ETF | $555K |
ILMNILLUMINA, INC. | $554K |
EIXEDISON INTERNATIONAL | $554K |
BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR | $552K |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $552K |
STMSTMICROELECTRONICS NV ADR REGS | $551K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $546K |
HMCHONDA MOTOR CO., LTD. SPONSORED ADR | $546K |
BKRBAKER HUGHES COMPANY CLASS A | $542K |
IBNICICI BANK LIMITED SPONSORED ADR | $541K |
WRKUSDWESTROCK COMPANY | $541K |
SHOPSHOPIFY, INC. CLASS A | $539K |
UNMUNUM GROUP | $537K |
WBDWARNER BROS. DISCOVERY, INC. SERIES A | $536K |
IXNISHARES GLOBAL TECH ETF | $536K |
AKXANSYS, INC. | $536K |
PCGPG&E CORPORATION | $529K |
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $529K |
ICLRICON PLC | $527K |
TMPTOMPKINS FINANCIAL CORPORATION | $525K |
XYZBLOCK, INC. CLASS A | $523K |
TIMECLOCKWISE CORE EQUITY & INNOVATION ETF | $522K |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $522K |
CAHCARDINAL HEALTH, INC. | $515K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $514K |
EMNEASTMAN CHEMICAL COMPANY | $514K |
TERTERADYNE, INC. | $509K |
VRTVERTIV HOLDINGS CO. CLASS A | $507K |
CMSCMS ENERGY CORPORATION | $506K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $504K |
KELKELLANOVA | $503K |
SSNCSS&C TECHNOLOGIES HOLDINGS, INC. | $501K |
BRBROADRIDGE FINANCIAL SOLUTIONS, INC. | $500K |
BAXBAXTER INTERNATIONAL INC. | $500K |
HUBSHUBSPOT, INC. | $498K |
DELLDELL TECHNOLOGIES, INC. CLASS C | $498K |
LPLALPL FINANCIAL HOLDINGS INC. | $484K |
EMHYISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $482K |
IYMISHARES U.S. BASIC MATERIALS ETF | $473K |
BCSBARCLAYS PLC SPONSORED ADR | $471K |
VRSNVERISIGN, INC. | $469K |
SCCOSOUTHERN COPPER CORPORATION | $467K |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $466K |
LNGCHENIERE ENERGY, INC. | $465K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $463K |
DASHDOORDASH, INC. CLASS A | $459K |
FEFIRSTENERGY CORP. | $457K |
IPINTERNATIONAL PAPER COMPANY | $456K |
CNPCENTERPOINT ENERGY, INC. | $454K |
VFHVANGUARD FINANCIALS ETF | $454K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $452K |
GNRCGENERAC HOLDINGS INC. | $451K |
AMHAMERICAN HOMES 4 RENT CLASS A | $444K |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $443K |
FT2FIRST HORIZON CORPORATION | $442K |