UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$15.3B
Holdings
830
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (830 positions)
| Stock | Value |
|---|---|
BSJOINVESCO EX-TR SL-IFT-INVESCO B CMN | $11.0M |
IYHISHARES U.S. HEALTHCARE ETF | $11.0M |
XLIINDUSTRIAL SELECT SECTOR SPDR 'SPDR' | $11.0M |
NVSNNOVARTIS AG-ADR SPONSORED ADR CMN | $11.0M |
IAGGISHARES CORE INTL AGGREGATE BO ETF | $11.0M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $11.0M |
VCSHVANGUARD SHORT TERM CMN SERIES . CORPORATE BOND ETF | $11.0M |
DVYEISHARES EMERGING MARKETS DIV ETF | $11.0M |
AMDADVANCED MICRO DEVICES, INC. CMN | $10.0M |
HDBHDFC BANK LIMITED SPONSORED ADR CMN | $10.0M |
CHKPCHECK POINT SOFTWARE TECH. LTD ORDINARY SHARES | $10.0M |
ALCALCON, INC. CMN | $10.0M |
VIGVANGUARD SPECIALIZED PORTFOLIO VANGUARD DIVIDEND APPRECIATION MUTUAL FUND CL ETF SER VIPERS | $10.0M |
DEODIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN | $9.0M |
KMIKINDER MORGAN INC CMN CLASS P | $9.0M |
FERGFERGUSON PLC CMN | $9.0M |
YUMYUM BRANDS, INC. CMN | $9.0M |
FFIVF5 INC CMN | $9.0M |
INGING GROEP N.V. SPONS ADR SPONSORED ADR CMN | $9.0M |
IWBISHARES RUSSELL 1000 ETF | $9.0M |
RELXRELX PLC SPONSORED ADR CMN | $9.0M |
BXBLACKSTONE GROUP INC/THE CMN | $9.0M |
EPDENTERPRISE PRODUCTS PART L.P CMN | $9.0M |
OTISOTIS WORLDWIDE CORPORATION CMN | $9.0M |
AIGAMERICAN INTL GROUP, INC. CMN | $9.0M |
CTVACORTEVA, INC. CMN | $8.0M |
GXOGXO LOGISTICS, INC. CMN | $8.0M |
KOCOCA-COLA COMPANY (THE) CMN | $8.0M |
SUBISHARES SHORT TERM NATIONAL MUNI BOND ETF | $8.0M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $8.0M |
IYFISHARES U.S. FINANCIAL ETF | $8.0M |
PBRPETROLEO BRASILEIRO S A PETROB SPONSORED ADR CMN | $8.0M |
DFUVDIMENSIONAL ETF TRUST - DIMENS ETF | $8.0M |
MCDMC DONALDS CORP CMN | $8.0M |
ZTSZOETIS INC. CMN CLASS A | $8.0M |
MARMARRIOTT INTERNATIONAL, INC CMN CLASS A | $8.0M |
GIB/ACGI INC. CMN | $8.0M |
ADIANALOG DEVICES, INC. CMN | $8.0M |
FLOTISHARES TRUST - ISHARES FLOATI ETF | $7.0M |
EFAISHARES MSCI EAFE ETF | $7.0M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $7.0M |
INTAINTAPP, INC. CMN | $7.0M |
RIORIO TINTO PLC SPONSORED ADR | $7.0M |
BACBANK OF AMERICA CORP CMN | $7.0M |
OEFISHARES S&P 100 ETF | $7.0M |
IPACISHARES CORE MSCI PACIFIC ETF | $7.0M |
OBDCBLUE OWL CAPITAL CORP MUTUAL FUND | $7.0M |
ETNEATON CORP PLC CMN | $7.0M |
COFCAPITAL ONE FINANCIAL CORP CMN | $7.0M |
RYROYAL BANK OF CANADA CMN | $7.0M |
PLDPROLOGIS INC CMN | $6.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.0M |
BIPBROOKFIELD INFRASTRUCTURE PART LIMITED PARTNERSHIP UNITS | $6.0M |
TAT&T INC. CMN | $6.0M |
SLBSCHLUMBERGER LTD CMN | $6.0M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $6.0M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF | $6.0M |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $6.0M |
NYCBEURNEW YORK COMMUNITY BANCORP, IN CMN | $6.0M |
VCITVANGUARD INTERMEDIATE - TERM CORPORATE BOND ETF | $6.0M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $6.0M |
DFUSDIMENSIONAL ETF TRUST-DIMENSIO CMN CLASS ETF | $6.0M |
XYLXYLEM INC. CMN | $6.0M |
VOVANGUARD INDEX FUNDS - VANGUAR VANGUARD MID-CAP ETF | $6.0M |
VALEVALE S.A. ADR | $6.0M |
IYCISHARES US CONSUMER DISCRETION ETF CONSUMER SERVICE | $6.0M |
LULULULULEMON ATHLETICA INC. CMN | $6.0M |
WMBTHE WILLIAMS COMPANIES, INC. CMN | $6.0M |
IDEVISHARES CORE MSCI INTERNATNL DEVELOPED MARKETS ETF | $5.0M |
COPCONOCOPHILLIPS CMN | $5.0M |
EGBNEAGLE BANCORP, INC. CMN | $5.0M |
IHDGWISDOMTREE INTL HEGD QUALITY DIV GRTH FUND ETF | $5.0M |
TFCTRUIST FINANCIAL CORPORATION CMN | $5.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND ETF | $5.0M |
HONHONEYWELL INTL INC CMN | $5.0M |
SHVISHARES SHORT TREASURY BOND | $5.0M |
ESGUISHARES TRUST ISHARES ESG AWAR ESG MSCI USA ETF | $5.0M |
ITGARTNER, INC. CMN | $5.0M |
SPGSIMON PROPERTY GROUP INC CMN | $5.0M |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $5.0M |
AVTRAVANTOR FUNDING, INC. CMN | $5.0M |
DOWDOW INC CMN | $5.0M |
UBERUBER TECHNOLOGIES, INC. CMN | $5.0M |
BILSPDR BLOOMBERG 1-3 MONTH T-BIL ETF | $5.0M |
SCTLSOCIETAL CDMO INC CMN | $5.0M |
DFASDIMENSIONAL ETF TRUST-DIMENSIO CMN CLASS ETF | $5.0M |
SMLFISHARES US SMALLCAP EQUITY FAC ETF | $5.0M |
EFAVISHARES MSCI EAFE MIN VOL FACT CMN | $4.0M |
VOTVANGUARD IDX FDS-MID-CAP GRTH MUTUAL FUND ETF | $4.0M |
AYATLANTICA SUSTAINABLE INFRASTR CMN | $4.0M |
SCHOSCH ST US TRST ETF CMN CLASS S | $4.0M |
AQLTISHARES TRUST - ISHARES SELECT DIVIDEND ETF ETF | $4.0M |
TRMBTRIMBLE INC CMN | $4.0M |
ECLECOLAB INC. CMN | $4.0M |
PRUPRUDENTIAL FINANCIAL INC CMN | $4.0M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $4.0M |
IWRISHARES RUSSELL MID-CAP ETF | $4.0M |
AFWALIGN TECHNOLOGY, INC CMN | $4.0M |
AESAES CORP. CMN | $4.0M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $4.0M |