UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$15.3T
Holdings
830
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (830 positions)
| Stock | Value |
|---|---|
RSGREPUBLIC SERVICES INC CMN | $31.4M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $31.3M |
FSVFIRSTSERVICE CORPORATION CMN | $30.4M |
STESTERIS PUBLIC LIMITED COMPANY CMN | $30.4M |
PFEPFIZER INC. CMN | $30.0M |
EMREMERSON ELECTRIC CO. CMN | $29.1M |
IVWISHARES S&P 500 GROWTH ETF ETF | $28.7M |
CPRTCOPART, INC. CMN | $28.4M |
IFFINTL.FLAVORS & FRAGRANCE CMN | $28.3M |
TSCOTRACTOR SUPPLY COMPANY CMN | $28.3M |
VEAVANGUARD FTSE DEVELOPED MKTS CMN ETF | $27.3M |
AMGNAMGEN INC. CMN | $27.3M |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $27.1M |
BMYBRISTOL-MYERS SQUIBB COMPANY CMN | $27.1M |
POOLPOOL CORP CMN | $27.0M |
UNPUNION PACIFIC CORP. CMN | $26.9M |
EOGEOG RESOURCES INC CMN | $26.8M |
VBVANGUARD INDEX FUNDS - VANGUAR VANGUARD SMALL-CAP ETF | $26.6M |
MDLZMONDELEZ INTERNATIONAL, INC. CMN | $25.9M |
PWBINVESCO LARGE CAP GROWTH ETF ETF | $25.7M |
TMOTHERMO FISHER SCIENTIFIC INC CMN | $25.6M |
SOXXISHARES SEMICONDUCTOR ETF ETF | $25.6M |
NDAQNASDAQ INC. CMN | $25.5M |
FNDCSCHWAB FUNDAMENTAL INTL SMALL COMPANY INDEX ETF | $25.4M |
NEENEXTERA ENERGY, INC. CMN | $25.0M |
JKHYJACK HENRY & ASSOC INC CMN | $24.9M |
PXDEURPIONEER NATURAL RESOURCES CO CMN | $24.8M |
GVIISHARES INTERMEDIATE GOVERNMEN ETF | $24.7M |
IVEISHARES S&P 500 VALUE ETF CMN | $24.5M |
XOMEXXON MOBIL CORPORATION CMN | $24.1M |
VPLVANGUARD FTSE PACIFIC ETF ETF | $23.9M |
SCHDSCHWAB US DIV EQ ETF ETF | $23.8M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $23.6M |
TXNTEXAS INSTRUMENTS INC. CMN | $23.6M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $23.5M |
SCHBSCHWAB U.S. BROAD CMN | $23.2M |
KKRKKR & CO. INC. CMN | $23.0M |
NOCNORTHROP GRUMMAN CORP CMN | $23.0M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $23.0M |
CRMSALESFORCE INC CMN | $22.4M |
DONWISDOMTREE US MIDCAP DIVIDEND ETF | $22.3M |
SCHZSCHWAB STRATEGIC TRUST SCHWAB U.S. AGGREGATE BOND ETF | $21.9M |
SOTHE SOUTHERN CO. CMN | $21.6M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $21.3M |
WFCWELLS FARGO & CO (NEW) CMN | $21.2M |
JJACOBS ENGINEERING GROUP INC CMN | $21.2M |
AMTAMERICAN TOWER CORPORATION CMN | $21.1M |
PAYXPAYCHEX, INC. CMN | $21.0M |
ITWILLINOIS TOOL WORKS CMN | $20.9M |
FQIDIGITAL REALTY TRUST, INC. CMN | $20.6M |
GISGENERAL MILLS INC CMN | $20.1M |
IWDISHARES RUSSELL 1000 VALUE ETF | $20.1M |
SGOVISHARES TRUST - ISHARES 0-3 MO CMN | $19.9M |
ACWIISHARES MSCI ACWI ETF | $19.9M |
LAMRLAMAR ADVERTISING COMPANY CMN CLASS A | $19.5M |
TSMTAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS | $19.4M |
AXPAMERICAN EXPRESS CO. CMN | $19.0M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $18.4M |
DHID.R. HORTON, INC. CMN | $18.1M |
IEURISHARES CORE MSCI EUROPE ETF | $18.0M |
ORLYO'REILLY AUTOMOTIVE, INC. CMN | $18.0M |
TMUST-MOBILE US, INC. CMN | $17.8M |
XLFTHE FINANCIAL SELECT SECTOR SPDR FUND | $17.7M |
VVVANGUARD INDEX FUNDS VANGUARD LARGE-CAP ETF | $17.5M |
ASMLASML HOLDING N.V. ADR CMN | $17.4M |
TSLATESLA, INC. CMN | $17.3M |
WATWATERS CORPORATION COMMON STOCK | $17.3M |
DGDOLLAR GENERAL CORPORATION CMN | $17.3M |
QQLVINV BULLET 2023 HY CORP BD ETF PWSH BULSH 2023 HG YLD CRE BD | $17.2M |
PHPARKER-HANNIFIN CORP. CMN | $17.2M |
XLKTECHNOLOGY SELECT INDEX 'SPDR' | $17.1M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $16.6M |
SDOGALPS SECTOR DIVIDEND DOGS ETF | $16.5M |
DFACDIMENSIONAL ETF TRUST - DIMENS CMN CLASS ETF | $16.2M |
USMVISHARES MSCI USA MIN VOL FACTO CMN | $15.9M |
DOVDOVER CORPORATION CMN | $15.7M |
BALLBALL CORPORATION CMN | $15.3M |
XPOXPO INC CMN | $15.3M |
IWVISHARES RUSSELL 3000 ETF | $15.0M |
IUSVISHARES CORE S&P U.S VALUE ETF | $14.9M |
FNFFIDELITY NATIONAL FINANCIAL, I CMN | $14.7M |
LLYELI LILLY & CO CMN | $14.5M |
XLCTHE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND ETF | $14.5M |
SNYSANOFI SPONSORED ADR CMN | $14.5M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOS STOCK MARKET ETF | $14.4M |
TJXTJX COMPANIES INC (NEW) CMN | $14.3M |
BACVERIZON COMMUNICATIONS, INC. CMN | $14.1M |
IEIISHARES TRUST - ISHARES 3-7 YEAR TREASURY BOND ETF ETF | $14.0M |
GSKGSK PLC ADR CMN | $13.9M |
VYMVANGUARD WHITEHALL FUNDS - VAN (VANGUARD HIGH DIVIDEND YIELD ETF | $13.7M |
BKNGBOOKING HOLDINGS INC. CMN | $13.5M |
XLEENERGY SELECT SECTOR SPDR FUND ETF | $13.5M |
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | $13.4M |
8CWCROWN CASTLE INTL CORP CMN | $13.4M |
BABOEING COMPANY CMN | $13.4M |
IWMISHARES RUSSELL 2000 ETF | $13.3M |
WABWESTINGHOUSE AIR BRAKE TECHNOL CMN | $13.2M |
IBMINTL BUSINESS MACHINES CORP CMN | $13.1M |
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | $12.9M |
UPSUNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK | $12.9M |