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 |
|---|---|
ESSESSEX PROPERTY TRUST, INC. | $440K |
MBCNMIDDLEFIELD BANC CORP. | $439K |
ZIONZIONS BANCORPORATION, N.A. | $434K |
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND | $430K |
AMXAMERICA MOVIL SAB DE CV SPONSORED ADR CLASS B | $429K |
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR | $428K |
WCNWASTE CONNECTIONS, INC. | $427K |
INCYINCYTE CORPORATION | $426K |
FSLRFIRST SOLAR, INC. | $425K |
CSGPCOSTAR GROUP, INC. | $424K |
LOGILOGITECH INTERNATIONAL S.A. | $424K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $424K |
GXOGXO LOGISTICS INC | $422K |
RHCRH PUBLIC LIMITED COMPANY | $420K |
CBTCABOT CORPORATION | $419K |
APAAPA CORPORATION | $419K |
EMEEMCOR GROUP, INC. | $419K |
MIGAMICROSTRATEGY INCORPORATED CLASS A | $415K |
HEIHEICO CORPORATION | $414K |
DGXQUEST DIAGNOSTICS INCORPORATED | $414K |
CCLCARNIVAL CORPORATION | $411K |
KDPKEURIG DR PEPPER INC. | $410K |
NJRNEW JERSEY RESOURCES CORPORATION | $409K |
PKGPACKAGING CORPORATION OF AMERICA | $408K |
MGMMGM RESORTS INTERNATIONAL | $408K |
BBYBEST BUY CO., INC. | $407K |
EVRGEVERGY, INC. | $405K |
EGBNEAGLE BANCORP, INC. | $405K |
MHKMOHAWK INDUSTRIES, INC. | $404K |
CLXCLOROX COMPANY | $403K |
KHCKRAFT HEINZ COMPANY | $403K |
TPRTAPESTRY, INC. | $399K |
FTSLFIRST TRUST SENIOR LOAN FUND | $399K |
RWXSPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $397K |
VVVVALVOLINE, INC. | $397K |
DBDEUTSCHE BANK AKTIENGESELLSCHAFT | $397K |
RGAREINSURANCE GROUP OF AMERICA, INCORPORATED | $396K |
FICOFAIR ISAAC CORPORATION | $394K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $392K |
BMRNBIOMARIN PHARMACEUTICAL INC. | $390K |
ALBALBEMARLE CORPORATION | $390K |
HIIHUNTINGTON INGALLS INDUSTRIES, INC. | $387K |
FMCFMC CORPORATION | $385K |
IYJISHARES U.S. INDUSTRIALS ETF | $377K |
VTRSVIATRIS, INC. | $376K |
ONTOONTO INNOVATION, INC. | $375K |
NWSANEWS CORPORATION CLASS A | $375K |
AOMISHARES CORE MODERATE ALLOCATION ETF | $373K |
LLOEWS CORPORATION | $371K |
ALNYALNYLAM PHARMACEUTICALS, INC | $369K |
ARTYISHARES FUTURE AI & TECH ETF | $368K |
BRXBRIXMOR PROPERTY GROUP, INC. | $367K |
NSYNICE LTD. SPONSORED ADR | $365K |
PLTRPALANTIR TECHNOLOGIES INC. CLASS A | $365K |
NXPNUVEEN SELECT TAX-FREE INCOME PORTFOLIO | $359K |
CTRACOTERRA ENERGY INC. | $359K |
CRCCANADIAN NATURAL RESOURCES LIMITED | $358K |
VSTVISTRA CORP. | $358K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $351K |
DLTRDOLLAR TREE, INC. | $348K |
LUVSOUTHWEST AIRLINES CO. | $347K |
NWGNATWEST GROUP PLC SPONSORED ADR | $347K |
IYEISHARES U.S. ENERGY ETF | $345K |
BCEBCE INC. | $345K |
PPLPPL CORPORATION | $344K |
BLDRBUILDERS FIRSTSOURCE, INC. | $343K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $342K |
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $341K |
SEMSELECT MEDICAL HOLDINGS CORPORATION | $341K |
SFSTIFEL FINANCIAL CORP | $340K |
SFNCSIMMONS FIRST NATIONAL CORPORATION CLASS A | $340K |
XTISHARES EXPONENTIAL TECHNOLOGIES ETF | $336K |
BABAALIBABA GROUP HOLDING LIMITED SPONSORED ADR | $335K |
APPAPPLOVIN CORP. CLASS A | $335K |
KBIAKB FINANCIAL GROUP INC. SPONSORED ADR | $332K |
CAGCONAGRA BRANDS, INC. | $331K |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $331K |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $330K |
IHGINTERCONTINENTAL HOTELS GROUP PLC SPONSORED ADR | $329K |
EQTEQT CORPORATION | $328K |
LVSLAS VEGAS SANDS CORP. | $327K |
NGGNATIONAL GRID PLC SPONSORED ADR | $326K |
WECWEC ENERGY GROUP INC | $326K |
WRBW. R. BERKLEY CORPORATION | $325K |
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $324K |
GMABGENMAB A/S SPONSORED ADR | $323K |
DVADAVITA INC. | $323K |
TAKTAKEDA PHARMACEUTICAL CO. LTD. SPONSORED ADR | $323K |
WTRGESSENTIAL UTILITIES, INC. | $322K |
CPAYCORPAY, INC. | $322K |
REEVEREST GROUP, LTD. | $318K |
OCOWENS CORNING | $317K |
WHRWHIRLPOOL CORPORATION | $316K |
JBLJABIL INC. | $316K |
DKSDICK'S SPORTING GOODS, INC. | $314K |
CVECENOVUS ENERGY INC. | $312K |
AMGAFFILIATED MANAGERS GROUP, INC. | $311K |
PUKNPRUDENTIAL PLC SPONSORED ADR | $311K |
SJMJ.M. SMUCKER COMPANY | $310K |
RRXREGAL REXNORD CORPORATION | $309K |