UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2024 Filing
Filed November 12, 2024
Portfolio Value
$12.1B
Holdings
1,052
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (1,052 positions)
| Stock | Value |
|---|---|
PFISPEOPLES FINANCIAL SERVICES CORP. | $256K |
NVRNVR, INC. | $255K |
LWLAMB WESTON HOLDINGS, INC. | $255K |
CVNACARVANA CO. CLASS A | $251K |
CTRACOTERRA ENERGY INC. | $250K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $250K |
FWRDUSDFORWARD AIR CORPORATION | $250K |
CGCARLYLE GROUP INC | $250K |
ITGRINTEGER HOLDINGS CORPORATION | $248K |
BNBROOKFIELD CORPORATION | $247K |
BMOBANK OF MONTREAL | $246K |
FYBRFRONTIER COMMUNICATIONS PARENT, INC. | $244K |
AOSA. O. SMITH CORPORATION | $243K |
LKQ1LKQ CORPORATION | $241K |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $241K |
NXRTNEXPOINT RESIDENTIAL TRUST, INC. | $241K |
ARCCARES CAPITAL CORPORATION | $238K |
ERICTELEFONAKTIEBOLAGET LM ERICSSON SPONSORED ADR CLASS B | $238K |
ALLEALLEGION PUBLIC LIMITED COMPANY | $238K |
SLGSL GREEN REALTY CORP. | $238K |
NMRNOMURA HOLDINGS, INC. SPONSORED ADR | $237K |
TMHCTAYLOR MORRISON HOME CORPORATION | $235K |
HLALWAHED FTSE USA SHARIAH ETF | $235K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $235K |
ENPHENPHASE ENERGY, INC. | $234K |
CORZCORE SCIENTIFIC INC | $232K |
PHGKONINKLIJKE PHILIPS N.V. SPONSORED ADR | $231K |
XBISPDR S&P BIOTECH ETF | $231K |
VOOGVANGUARD S&P 500 GROWTH ETF | $230K |
MOHMOLINA HEALTHCARE, INC. | $230K |
IPGINTERPUBLIC GROUP OF COMPANIES, INC. | $230K |
RDYDR. REDDY'S LABORATORIES LTD. SPONSORED ADR | $229K |
IVZINVESCO LTD. | $227K |
GGGGRACO INC. | $227K |
JLLJONES LANG LASALLE INCORPORATED | $226K |
SWSMURFIT WESTROCK PLC | $226K |
DGDOLLAR GENERAL CORPORATION | $225K |
IXORIX CORPORATION SPONSORED ADR | $225K |
EPAMEPAM SYSTEMS, INC. | $225K |
WTAIWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $225K |
CRBGCOREBRIDGE FINANCIAL, INC. | $224K |
MOSMOSAIC COMPANY | $223K |
EWBCEAST WEST BANCORP, INC. | $223K |
FRFIRST INDUSTRIAL REALTY TRUST, INC. | $222K |
PDIPIMCO DYNAMIC INCOME FUND | $222K |
CYBRCYBERARK SOFTWARE LTD. | $222K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $221K |
IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $221K |
RWXSPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $220K |
SCHPSCHWAB US TIPS ETF | $220K |
RLRALPH LAUREN CORPORATION CLASS A | $219K |
WSOWATSCO, INC. | $219K |
WEXWEX INC. | $218K |
LEALEAR CORPORATION | $218K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $217K |
UHSUNIVERSAL HEALTH SERVICES, INC. CLASS B | $217K |
HUBBHUBBELL INCORPORATED | $216K |
BKHBLACK HILLS CORPORATION | $215K |
JEFJEFFERIES FINANCIAL GROUP INC. | $213K |
XRXXEROX HOLDINGS CORPORATION | $213K |
OGNORGANON & CO. | $211K |
SCHHSCHWAB U.S. REIT ETF | $211K |
PNFPPINNACLE FINANCIAL PARTNERS, INC. | $210K |
SUSUNCOR ENERGY INC. | $210K |
CASYCASEY'S GENERAL STORES, INC. | $210K |
SNASNAP-ON INCORPORATED | $209K |
AEGAEGON LTD. SPONSORED ADR | $209K |
AERAERCAP HOLDINGS NV | $208K |
DOCUDOCUSIGN, INC. | $208K |
PSTGPURE STORAGE, INC. CLASS A | $208K |
ADTADT, INC. | $208K |
PVHPVH CORP. | $207K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $206K |
VOYAVOYA FINANCIAL, INC. | $206K |
CWCURTISS-WRIGHT CORPORATION | $204K |
CPTCAMDEN PROPERTY TRUST | $202K |
CHWYCHEWY, INC. CLASS A | $202K |
CMCANADIAN IMPERIAL BANK OF COMMERCE | $201K |
BKUBANKUNITED, INC. | $201K |
CIONCION INVESTMENT CORP. | $193K |
PSOPEARSON PLC SPONSORED ADR | $189K |
CSQCALAMOS STRATEGIC TOTAL RETURN FUND | $189K |
AMCRAMCOR PLC | $188K |
DNPDNP SELECT INCOME FUND INC | $187K |
KGCKINROSS GOLD CORPORATION | $185K |
TELFYTELEFONICA SA SPONSORED ADR | $185K |
DLHCDLH HOLDINGS CORP. | $183K |
VODVODAFONE GROUP PLC SPONSORED ADR | $172K |
ORANYORANGE SA SPONSORED ADR | $170K |
STLASTELLANTIS N.V. | $167K |
ICLNISHARES GLOBAL CLEAN ENERGY ETF | $166K |
AALAMERICAN AIRLINES GROUP INC. | $166K |
ETENERGY TRANSFER LP | $163K |
CWKCUSHMAN & WAKEFIELD PLC | $146K |
PGXINVESCO PREFERRED ETF | $145K |
ITUBITAU UNIBANCO HOLDING S.A. SPONSORED ADR PFD | $144K |
PATHUIPATH, INC. CLASS A | $144K |
NOKNOKIA OYJ SPONSORED ADR | $137K |
UMCUNITED MICROELECTRONICS CORP. SPONSORED ADR | $137K |
TKCTURKCELL ILETISIM HIZMETLERI A.S. SPONSORED ADR | $112K |