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 |
|---|---|
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $1.0M |
TROWT. ROWE PRICE GROUP | $1.0M |
NEMNEWMONT CORPORATION | $1.0M |
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | $1.0M |
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1.0M |
VRTVERTIV HOLDINGS CO. CLASS A | $1.0M |
BF/BBROWN-FORMAN CORPORATION CLASS B | $1.0M |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $1.0M |
EWEDWARDS LIFESCIENCES CORPORATION | $995K |
XPOXPO, INC. | $982K |
WSTWEST PHARMACEUTICAL SERVICES, INC. | $977K |
TYLTYLER TECHNOLOGIES, INC. | $975K |
PPGPPG INDUSTRIES, INC. | $973K |
EDCONSOLIDATED EDISON, INC. | $970K |
PLTRPALANTIR TECHNOLOGIES INC. CLASS A | $969K |
SNOWSNOWFLAKE, INC. CLASS A | $968K |
CTVACORTEVA INC | $961K |
FASTFASTENAL COMPANY | $958K |
CMACOMERICA INCORPORATED | $957K |
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $956K |
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $953K |
BHPBHP GROUP LTD SPONSORED AMERICAN DEPOSITARY RECEIPT REPR 2 SHS | $950K |
KIMKIMCO REALTY CORPORATION | $948K |
AOAISHARES CORE AGGRESSIVE ALLOCATION ETF | $938K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $932K |
VENVENTAS, INC. | $932K |
VICIVICI PROPERTIES INC | $931K |
CMICUMMINS INC. | $927K |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $920K |
WMBWILLIAMS COMPANIES, INC. | $920K |
STTSTATE STREET CORPORATION | $919K |
HWMHOWMET AEROSPACE INC. | $912K |
ADMARCHER-DANIELS-MIDLAND COMPANY | $912K |
ATMUATMUS FILTRATION TECHNOLOGIES, INC. | $910K |
VOOVANGUARD S&P 500 ETF | $904K |
SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF | $900K |
VLTOVERALTO CORPORATION | $897K |
HBANHUNTINGTON BANCSHARES INCORPORATED | $894K |
BNDVANGUARD TOTAL BOND MARKET ETF | $892K |
MTDMETTLER-TOLEDO INTERNATIONAL INC. | $890K |
ONON SEMICONDUCTOR CORPORATION | $883K |
TRGPTARGA RESOURCES CORP. | $877K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $875K |
VAWVANGUARD MATERIALS ETF | $872K |
PAYCPAYCOM SOFTWARE, INC. | $868K |
SHOPSHOPIFY, INC. CLASS A | $865K |
KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF | $863K |
SBACSBA COMMUNICATIONS CORP. CLASS A | $860K |
TPLTEXAS PACIFIC LAND CORPORATION | $859K |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $858K |
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | $857K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $854K |
ETRENTERGY CORPORATION | $854K |
PEOEXELON CORPORATION | $849K |
AWCAMERICAN WATER WORKS COMPANY, INC. | $846K |
IQVIQVIA HOLDINGS INC | $844K |
ELESTEE LAUDER COMPANIES INC. CLASS A | $844K |
DVNDEVON ENERGY CORPORATION | $842K |
SPOTSPOTIFY TECHNOLOGY SA | $839K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $832K |
MCXMCCORMICK & COMPANY, INCORPORATED | $829K |
SCHOSCHWAB SHORT-TERM US TREASURY ETF | $827K |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $824K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $820K |
CECELANESE CORPORATION | $815K |
BLDRBUILDERS FIRSTSOURCE, INC. | $806K |
EPDENTERPRISE PRODUCTS PARTNERS L.P. | $804K |
VDCVANGUARD CONSUMER STAPLES ETF | $789K |
AMEAMETEK, INC. | $788K |
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF | $783K |
CFGCITIZENS FINANCIAL GROUP, INC. | $781K |
OMCOMNICOM GROUP INC | $780K |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $768K |
COINCOINBASE GLOBAL, INC. CLASS A | $765K |
MASMASCO CORPORATION | $760K |
EQREQUITY RESIDENTIAL | $759K |
EBAEBAY INC. | $758K |
ILMNILLUMINA, INC. | $758K |
FBINFORTUNE BRANDS INNOVATIONS, INC. | $757K |
DC4DEXCOM, INC. | $754K |
CNRCANADIAN NATIONAL RAILWAY COMPANY | $746K |
VRSKVERISK ANALYTICS INC | $746K |
IXNISHARES GLOBAL TECH ETF | $744K |
HPEHEWLETT PACKARD ENTERPRISE CO. | $740K |
BRBRBELLRING BRANDS, INC. | $740K |
NXPINXP SEMICONDUCTORS NV | $737K |
SCMBSCHWAB MUNICIPAL BOND ETF | $735K |
UBSUBS GROUP AG | $731K |
IWNISHARES RUSSELL 2000 VALUE ETF | $726K |
POSTPOST HOLDINGS, INC. | $722K |
SYFSYNCHRONY FINANCIAL | $722K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $720K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $717K |
DTEDTE ENERGY COMPANY | $715K |
CASHPATHWARD FINANCIAL, INC. | $713K |
ESGVVANGUARD ESG U.S. STOCK ETF | $711K |
IAU*ISHARES GOLD TRUST | $710K |
GLPGLOBAL PARTNERS LP | $709K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $709K |
WF2WINTRUST FINANCIAL CORPORATION | $706K |