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	Shares	Value	% Portfolio
401	SMFGSUMITOMO MITSUI FINANCIAL GROUP INC SPONSORED ADR	85,733	$1.0M	0.01%
402	SHWSHERWIN-WILLIAMS COMPANY	4,545	$1.0M	0.01%
403	RCLROYAL CARIBBEAN GROUP	8,594	$1.0M	0.01%
404	ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF	16,751	$1.0M	0.01%
405	MDBMONGODB, INC. CLASS A	5,433	$1.0M	0.01%
406	DDOGDATADOG INC CLASS A	9,965	$1.0M	0.01%
407	DOCHEALTHPEAK PROPERTIES, INC.	61,184	$1.0M	0.01%
408	NBTBNBT BANCORP INC.	23,157	$1.0M	0.01%
409	STZCONSTELLATION BRANDS, INC. CLASS A	4,495	$1.0M	0.01%
410	MRO*MARATHON OIL CORPORATION	43,731	$1.0M	0.01%
411	CHTRCHARTER COMMUNICATIONS, INC. CLASS A	3,547	$1.0M	0.01%
412	XLUUTILITIES SELECT SECTOR SPDR FUND	21,147	$1.0M	0.01%
413	TFCTRUIST FINANCIAL CORPORATION	44,351	$1.0M	0.01%
414	IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF	76,900	$1.0M	0.01%
415	VRTVERTIV HOLDINGS CO. CLASS A	10,655	$1.0M	0.01%
416	FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF	27,556	$1.0M	0.01%
417	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	12,714	$1.0M	0.01%
418	PSAPUBLIC STORAGE	5,157	$1.0M	0.01%
419	TMPTOMPKINS FINANCIAL CORPORATION	24,880	$1.0M	0.01%
420	SYYSYSCO CORPORATION	24,603	$1.0M	0.01%
421	GEHCGE HEALTHCARE TECHNOLOGIES INC.	12,801	$1.0M	0.01%
422	7HPHP INC.	31,064	$1.0M	0.01%
423	HDVISHARES CORE HIGH DIVIDEND ETF	15,264	$1.0M	0.01%
424	VGKVANGUARD FTSE EUROPE ETF	14,925	$1.0M	0.01%
425	BPBP P.L.C. SPONSORED ADR	45,157	$1.0M	0.01%
426	CHDCHURCH & DWIGHT CO., INC.	16,908	$1.0M	0.01%
427	MCKMCKESSON CORPORATION	3,393	$1.0M	0.01%
428	LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF	22,034	$1.0M	0.01%
429	BXPBXP INC	12,766	$1.0M	0.01%
430	VONVVANGUARD RUSSELL 1000 VALUE ETF	13,429	$1.0M	0.01%
431	IWSISHARES RUSSELL MID-CAP VALUE ETF	9,046	$1.0M	0.01%
432	SRCLSTERICYCLE, INC.	23,925	$1.0M	0.01%
433	KRKROGER CO.	23,556	$1.0M	0.01%
434	OREALTY INCOME CORPORATION	16,149	$1.0M	0.01%
435	TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF	39,334	$1.0M	0.01%
436	METMETLIFE, INC.	21,407	$1.0M	0.01%
437	CBRECBRE GROUP, INC. CLASS A	9,496	$1.0M	0.01%
438	PODDINSULET CORPORATION	5,859	$1.0M	0.01%
439	VLOVALERO ENERGY CORPORATION	14,328	$1.0M	0.01%
440	DDDUPONT DE NEMOURS, INC.	14,284	$1.0M	0.01%
441	DFSEURDISCOVER FINANCIAL SERVICES	14,028	$1.0M	0.01%
442	RFREGIONS FINANCIAL CORPORATION	69,349	$1.0M	0.01%
443	SONYSONY GROUP CORPORATION SPONSORED ADR	11,902	$1.0M	0.01%
444	ROKROCKWELL AUTOMATION, INC.	4,914	$1.0M	0.01%
445	LULULULULEMON ATHLETICA INC.	4,690	$1.0M	0.01%
446	XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	6,518	$1.0M	0.01%
447	AG8AGILENT TECHNOLOGIES, INC.	7,091	$1.0M	0.01%
448	FANGDIAMONDBACK ENERGY, INC.	7,008	$1.0M	0.01%
449	LHXL3HARRIS TECHNOLOGIES INC	8,281	$1.0M	0.01%
450	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	64,011	$1.0M	0.01%
451	AVUSAVANTIS U.S. EQUITY ETF	14,306	$1.0M	0.01%
452	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	24,691	$1.0M	0.01%
453	AESAES CORPORATION	98,839	$1.0M	0.01%
454	IFFINTERNATIONAL FLAVORS & FRAGRANCES INC.	10,763	$1.0M	0.01%
455	IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF	66,886	$1.0M	0.01%
456	GMGENERAL MOTORS COMPANY	32,850	$1.0M	0.01%
457	GPCGENUINE PARTS COMPANY	9,840	$1.0M	0.01%
458	IDXXIDEXX LABORATORIES, INC.	2,424	$1.0M	0.01%
459	KVUEKENVUE, INC.	53,912	$1.0M	0.01%
460	TIPISHARES TIPS BOND ETF	9,716	$1.0M	0.01%
461	MTUMISHARES MSCI USA MOMENTUM FACTOR ETF	4,977	$1.0M	0.01%
462	XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF	17,943	$1.0M	0.01%
463	SRESEMPRA	14,119	$1.0M	0.01%
464	ALSALLSTATE CORPORATION	8,746	$1.0M	0.01%
465	SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF	28,048	$1.0M	0.01%
466	EXREXTRA SPACE STORAGE INC.	9,787	$1.0M	0.01%
467	LHLABCORP HOLDINGS INC.	7,551	$1.0M	0.01%
468	XELXCEL ENERGY INC.	17,010	$1.0M	0.01%
469	KEYKEYCORP	91,498	$1.0M	0.01%
470	NUENUCOR CORPORATION	9,107	$1.0M	0.01%
471	AONAON PLC CLASS A	5,105	$1.0M	0.01%
472	ESEVERSOURCE ENERGY	19,363	$1.0M	0.01%
473	PHMPULTEGROUP, INC.	8,308	$1.0M	0.01%
474	MAAMID-AMERICA APARTMENT COMMUNITIES, INC.	6,367	$1.0M	0.01%
475	RJFRAYMOND JAMES FINANCIAL, INC.	10,337	$1.0M	0.01%
476	FTNTFORTINET, INC.	16,947	$1.0M	0.01%
477	INGING GROEP NV SPONSORED ADR	65,623	$1.0M	0.01%
478	IBBISHARES BIOTECHNOLOGY ETF	8,788	$1.0M	0.01%
479	AORISHARES CORE GROWTH ALLOCATION ETF	20,409	$1.0M	0.01%
480	IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF	64,516	$1.0M	0.01%
481	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	28,200	$1.0M	0.01%
482	PRUPRUDENTIAL FINANCIAL, INC.	16,465	$1.0M	0.01%
483	HUMHUMANA INC.	5,036	$1.0M	0.01%
484	RPMRPM INTERNATIONAL INC.	15,483	$1.0M	0.01%
485	DVYEISHARES EMERGING MARKETS DIVIDEND ETF	69,594	$1.0M	0.01%
486	SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	67,417	$1.0M	0.01%
487	IRINGERSOLL RAND INC.	10,650	$1.0M	0.01%
488	ADSKAUTODESK, INC.	6,968	$1.0M	0.01%
489	CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A	24,627	$1.0M	0.01%
490	HIGHARTFORD FINANCIAL SERVICES GROUP, INC.	11,973	$1.0M	0.01%
491	USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	27,152	$1.0M	0.01%
492	SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF	33,940	$1.0M	0.01%
493	ROSTROSS STORES, INC.	9,466	$1.0M	0.01%
494	TTENTOTALENERGIES SE SPONSORED ADR	19,640	$1.0M	0.01%
495	GSSTGOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF	25,339	$1.0M	0.01%
496	OXYOCCIDENTAL PETROLEUM CORPORATION	21,606	$1.0M	0.01%
497	HALHALLIBURTON COMPANY	39,172	$1.0M	0.01%
498	RMERESMED INC.	5,459	$1.0M	0.01%
499	IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF	53,401	$1.0M	0.01%
500	HBC2HSBC HOLDINGS PLC SPONSORED ADR	22,987	$1.0M	0.01%

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