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 |
|---|---|
VFHVANGUARD FINANCIALS ETF | $494K |
SCCOSOUTHERN COPPER CORPORATION | $493K |
DGXQUEST DIAGNOSTICS INCORPORATED | $486K |
LNGCHENIERE ENERGY, INC. | $486K |
PKGPACKAGING CORPORATION OF AMERICA | $485K |
FSLRFIRST SOLAR, INC. | $485K |
EVRGEVERGY, INC. | $479K |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $478K |
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND | $477K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $476K |
AKXANSYS, INC. | $475K |
FMCFMC CORPORATION | $474K |
BERYEURBERRY GLOBAL GROUP INC | $469K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $468K |
CLXCLOROX COMPANY | $465K |
MIGAMICROSTRATEGY INCORPORATED CLASS A | $465K |
ZIONZIONS BANCORPORATION, N.A. | $464K |
NJRNEW JERSEY RESOURCES CORPORATION | $453K |
CSGPCOSTAR GROUP, INC. | $451K |
CPAYCORPAY, INC. | $447K |
ICLRICON PLC | $445K |
CCLCARNIVAL CORPORATION | $443K |
LDOSLEIDOS HOLDINGS, INC. | $443K |
AHRAMERICAN HEALTHCARE REIT, INC. | $442K |
INCYINCYTE CORPORATION | $441K |
WHRWHIRLPOOL CORPORATION | $440K |
EQTEQT CORPORATION | $440K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $438K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $438K |
BRXBRIXMOR PROPERTY GROUP, INC. | $437K |
TPRTAPESTRY, INC. | $436K |
HUBSHUBSPOT, INC. | $436K |
AMHAMERICAN HOMES 4 RENT CLASS A | $434K |
GXOGXO LOGISTICS INC | $433K |
TAKTAKEDA PHARMACEUTICAL CO. LTD. SPONSORED ADR | $432K |
MBCNMIDDLEFIELD BANC CORP. | $432K |
ALNYALNYLAM PHARMACEUTICALS, INC | $431K |
RGAREINSURANCE GROUP OF AMERICA, INCORPORATED | $430K |
WCNWASTE CONNECTIONS, INC. | $428K |
TIMECLOCKWISE CORE EQUITY & INNOVATION ETF | $428K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $423K |
IYJISHARES U.S. INDUSTRIALS ETF | $422K |
SFNCSIMMONS FIRST NATIONAL CORPORATION CLASS A | $421K |
APAAPA CORPORATION | $418K |
AMXAMERICA MOVIL SAB DE CV SPONSORED ADR CLASS B | $416K |
LVSLAS VEGAS SANDS CORP. | $416K |
NRANRG ENERGY, INC. | $415K |
FT2FIRST HORIZON CORPORATION | $414K |
STMSTMICROELECTRONICS NV ADR REGS | $414K |
RRXREGAL REXNORD CORPORATION | $413K |
WECWEC ENERGY GROUP INC | $412K |
HIIHUNTINGTON INGALLS INDUSTRIES, INC. | $410K |
DBDEUTSCHE BANK AKTIENGESELLSCHAFT | $409K |
GLGLOBE LIFE INC. | $408K |
SMCIUSDSUPER MICRO COMPUTER, INC. | $407K |
MRNAMODERNA, INC. | $406K |
VTRSVIATRIS, INC. | $405K |
DAYDAYFORCE, INC. | $398K |
INFYINFOSYS LIMITED SPONSORED ADR | $396K |
LBRDKLIBERTY BROADBAND CORP. CLASS C | $390K |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $390K |
JBLJABIL INC. | $389K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $387K |
AXONAXON ENTERPRISE INC | $386K |
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $385K |
DVADAVITA INC. | $385K |
VNOVORNADO REALTY TRUST | $384K |
LLOEWS CORPORATION | $383K |
PPLPPL CORPORATION | $383K |
HLNHALEON PLC SPONSORED ADR | $383K |
AMGAFFILIATED MANAGERS GROUP, INC. | $381K |
PKNREVVITY, INC. | $380K |
JHXJAMES HARDIE INDUSTRIES PLC SPONSORED ADR | $379K |
AOMISHARES CORE MODERATE ALLOCATION ETF | $379K |
NXPNUVEEN SELECT TAX-FREE INCOME PORTFOLIO | $375K |
CFCF INDUSTRIES HOLDINGS, INC. | $375K |
SHGSHINHAN FINANCIAL GROUP CO., LTD. SPONSORED ADR | $374K |
LOGILOGITECH INTERNATIONAL S.A. | $373K |
CNPCENTERPOINT ENERGY, INC. | $372K |
KHCKRAFT HEINZ COMPANY | $371K |
NWSANEWS CORPORATION CLASS A | $371K |
SWKSTANLEY BLACK & DECKER, INC. | $371K |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $368K |
KBIAKB FINANCIAL GROUP INC. SPONSORED ADR | $368K |
COOCOOPER COMPANIES, INC. | $363K |
BCEBCE INC. | $363K |
TOLTOLL BROTHERS, INC. | $362K |
ARTYISHARES FUTURE AI & TECH ETF | $362K |
WTWWILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | $360K |
AIZASSURANT, INC. | $357K |
HASHASBRO, INC. | $355K |
VRSNVERISIGN, INC. | $355K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $354K |
CAGCONAGRA BRANDS, INC. | $353K |
ONTOONTO INNOVATION, INC. | $353K |
SJMJ.M. SMUCKER COMPANY | $353K |
TECHBIO-TECHNE CORPORATION | $351K |
HRLHORMEL FOODS CORPORATION | $349K |
XTISHARES EXPONENTIAL TECHNOLOGIES ETF | $348K |
EXPEEXPEDIA GROUP, INC. | $347K |