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)

StockValue
KEYSKEYSIGHT TECHNOLOGIES INC
$705K
CNCCENTENE CORPORATION
$703K
TELTE CONNECTIVITY PLC
$702K
WYWEYERHAEUSER COMPANY
$702K
RACEFERRARI NV
$699K
MRVLMARVELL TECHNOLOGY, INC.
$696K
VMCVULCAN MATERIALS COMPANY
$694K
NTRNUTRIEN LTD.
$694K
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
$691K
DASHDOORDASH, INC. CLASS A
$690K
FTVFORTIVE CORP.
$688K
EIXEDISON INTERNATIONAL
$685K
DRIDARDEN RESTAURANTS, INC.
$684K
BAXBAXTER INTERNATIONAL INC.
$684K
FFORD MOTOR COMPANY
$683K
HESHESS CORPORATION
$681K
ENBENBRIDGE INC.
$681K
IYY*ISHARES DOW JONES U.S. ETF
$679K
VOEVANGUARD MID-CAP VALUE ETF
$677K
MTBM&T BANK CORPORATION
$670K
NUNU HOLDINGS LTD. CLASS A
$669K
CDWCDW CORPORATION
$664K
BKRBAKER HUGHES COMPANY CLASS A
$660K
STXSEAGATE TECHNOLOGY HOLDINGS PLC
$656K
BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR
$655K
PCGPG&E CORPORATION
$649K
GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST
$646K
ACMAECOM
$645K
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$645K
SSNCSS&C TECHNOLOGIES HOLDINGS, INC.
$644K
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
$639K
UALUNITED AIRLINES HOLDINGS, INC.
$637K
CMSCMS ENERGY CORPORATION
$636K
IBTEISHARES IBONDS DEC 2024 TERM TREASURY ETF
$635K
XLBMATERIALS SELECT SECTOR SPDR FUND
$633K
SANBANCO SANTANDER S.A. SPONSORED ADR
$629K
SUISUN COMMUNITIES, INC.
$628K
IPINTERNATIONAL PAPER COMPANY
$628K
VDEVANGUARD ENERGY ETF
$626K
GPNGLOBAL PAYMENTS INC.
$626K
EAELECTRONIC ARTS INC.
$625K
SONSONOCO PRODUCTS COMPANY
$625K
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$620K
INVHINVITATION HOMES, INC.
$618K
PINSPINTEREST, INC. CLASS A
$617K
HSYHERSHEY COMPANY
$616K
UNMUNUM GROUP
$616K
TXTTEXTRON INC.
$612K
ULTAULTA BEAUTY INC.
$612K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$600K
IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF
$599K
NTAPNETAPP, INC.
$598K
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
$594K
IBNICICI BANK LIMITED SPONSORED ADR
$592K
CAHCARDINAL HEALTH, INC.
$590K
LYBLYONDELLBASELL INDUSTRIES NV
$590K
EQNREQUINOR ASA SPONSORED ADR
$589K
LNCLINCOLN NATIONAL CORP
$587K
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
$583K
IVVISHARES CORE S&P 500 ETF
$582K
HMCHONDA MOTOR CO., LTD. SPONSORED ADR
$581K
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
$581K
EMNEASTMAN CHEMICAL COMPANY
$580K
APOAPOLLO GLOBAL MANAGEMENT INC
$577K
MHKMOHAWK INDUSTRIES, INC.
$577K
KELKELLANOVA
$577K
AEEAMEREN CORPORATION
$576K
AWMSKYWORKS SOLUTIONS, INC.
$571K
XYZBLOCK, INC. CLASS A
$567K
APPAPPLOVIN CORP. CLASS A
$565K
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR
$562K
BCSBARCLAYS PLC SPONSORED ADR
$554K
ZBHZIMMER BIOMET HOLDINGS, INC.
$552K
AVYAVERY DENNISON CORPORATION
$552K
RHCRH PUBLIC LIMITED COMPANY
$547K
BRBROADRIDGE FINANCIAL SOLUTIONS, INC.
$544K
STLDSTEEL DYNAMICS, INC.
$542K
OWLBLUE OWL CAPITAL, INC. CLASS A
$539K
DELLDELL TECHNOLOGIES, INC. CLASS C
$533K
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND
$532K
FICOFAIR ISAAC CORPORATION
$532K
WBDWARNER BROS. DISCOVERY, INC. SERIES A
$531K
VSTVISTRA CORP.
$525K
FEFIRSTENERGY CORP.
$521K
BABAALIBABA GROUP HOLDING LIMITED SPONSORED ADR
$517K
RIORIO TINTO PLC SPONSORED ADR
$517K
KDPKEURIG DR PEPPER INC.
$512K
GNRCGENERAC HOLDINGS INC.
$512K
PG4PRINCIPAL FINANCIAL GROUP, INC.
$511K
ESSESSEX PROPERTY TRUST, INC.
$511K
CBTCABOT CORPORATION
$510K
NWGNATWEST GROUP PLC SPONSORED ADR
$506K
TERTERADYNE, INC.
$503K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$502K
WDCWESTERN DIGITAL CORPORATION
$502K
WBAWALGREENS BOOTS ALLIANCE, INC.
$501K
IYMISHARES U.S. BASIC MATERIALS ETF
$501K
NGGNATIONAL GRID PLC SPONSORED ADR
$496K
EMEEMCOR GROUP, INC.
$495K
BBYBEST BUY CO., INC.
$494K
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