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 |
|---|---|
RRXREGAL REXNORD CORPORATION | $309K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. | $309K |
AIZASSURANT, INC. | $308K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $305K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $304K |
ASHASHLAND INC. | $304K |
NVRNVR, INC. | $303K |
AEEAMEREN CORPORATION | $303K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $303K |
WPCW. P. CAREY INC. | $303K |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $302K |
ENPHENPHASE ENERGY, INC. | $301K |
TOLTOLL BROTHERS, INC. | $301K |
TECHBIO-TECHNE CORPORATION | $301K |
EXPEEXPEDIA GROUP, INC. | $300K |
INFYINFOSYS LIMITED SPONSORED ADR | $299K |
LKQ1LKQ CORPORATION | $298K |
PKNREVVITY, INC. | $296K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $296K |
WHWYNDHAM HOTELS & RESORTS, INC. | $296K |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $296K |
WTWWILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | $296K |
GLGLOBE LIFE INC. | $295K |
COOCOOPER COMPANIES, INC. | $295K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $294K |
NRANRG ENERGY, INC. | $294K |
UTHUNITED THERAPEUTICS CORPORATION | $293K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $293K |
UDRUDR, INC. | $293K |
LWLAMB WESTON HOLDINGS, INC. | $292K |
AGREURAVANGRID, INC. | $292K |
HLNHALEON PLC SPONSORED ADR | $291K |
CPCANADIAN PACIFIC KANSAS CITY LIMITED | $291K |
GRMNGARMIN LTD. | $291K |
LDOSLEIDOS HOLDINGS, INC. | $289K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $288K |
VRPINVESCO VARIABLE RATE PREFERRED ETF | $286K |
RHPRYMAN HOSPITALITY PROPERTIES, INC. | $285K |
CINFCINCINNATI FINANCIAL CORPORATION | $284K |
PSTGPURE STORAGE, INC. CLASS A | $282K |
ROLROLLINS, INC. | $279K |
RWRSPDR DOW JONES REIT ETF | $278K |
NMRNOMURA HOLDINGS, INC. SPONSORED ADR | $278K |
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF | $278K |
NZACSPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $277K |
SHGSHINHAN FINANCIAL GROUP CO., LTD. SPONSORED ADR | $277K |
CHTCHUNGHWA TELECOM CO., LTD SPONSORED ADR | $275K |
OKTAOKTA, INC. CLASS A | $274K |
TDTORONTO-DOMINION BANK | $274K |
ITTITT, INC. | $273K |
TFIITFI INTERNATIONAL INC. | $271K |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $270K |
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF | $269K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $269K |
BAMBROOKFIELD ASSET MANAGEMENT LTD. CLASS A | $268K |
IBTXUSDINDEPENDENT BANK GROUP, INC. | $266K |
BROBROWN & BROWN, INC. | $265K |
FWONALIBERTY MEDIA CORP. SERIES C LIBERTY FORMULA ONE | $265K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $263K |
HOLXHOLOGIC, INC. | $263K |
BKLNINVESCO SENIOR LOAN ETF | $260K |
DECKDECKERS OUTDOOR CORPORATION | $260K |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $260K |
WPPWPP PLC SPONSORED ADR | $259K |
TDYTELEDYNE TECHNOLOGIES INCORPORATED | $258K |
MFCMANULIFE FINANCIAL CORPORATION | $258K |
IPGINTERPUBLIC GROUP OF COMPANIES, INC. | $256K |
CPBCAMPBELL SOUP COMPANY | $255K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $254K |
TFXTELEFLEX INCORPORATED | $253K |
WITWIPRO LIMITED SPONSORED ADR | $252K |
HOMBHOME BANCSHARES, INC. | $250K |
EGPEASTGROUP PROPERTIES, INC. | $249K |
NETCLOUDFLARE INC CLASS A | $248K |
CIONCION INVESTMENT CORP. | $248K |
IXCISHARES GLOBAL ENERGY ETF | $248K |
UBSIUNITED BANKSHARES, INC. | $247K |
CADECADENCE BANK | $247K |
SWKSTANLEY BLACK & DECKER, INC. | $246K |
BWABORGWARNER INC. | $246K |
NTRANATERA, INC. | $246K |
AKAMAKAMAI TECHNOLOGIES, INC. | $246K |
CSLCARLISLE COMPANIES INCORPORATED | $245K |
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD. | $245K |
JHXJAMES HARDIE INDUSTRIES PLC SPONSORED ADR | $244K |
VNOVORNADO REALTY TRUST | $244K |
CBOECBOE GLOBAL MARKETS INC | $242K |
BGBUNGE GLOBAL SA | $241K |
SCHPSCHWAB US TIPS ETF | $239K |
GPNGLOBAL PAYMENTS INC. | $239K |
CGCARLYLE GROUP INC | $239K |
LEALEAR CORPORATION | $238K |
ARCCARES CAPITAL CORPORATION | $237K |
OGNORGANON & CO. | $237K |
BMOBANK OF MONTREAL | $236K |
ACLSAXCELIS TECHNOLOGIES, INC. | $236K |
WTAIWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $236K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $232K |
OGEOGE ENERGY CORP. | $231K |
HASHASBRO, INC. | $231K |