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 |
|---|---|
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $346K |
FTSLFIRST TRUST SENIOR LOAN FUND | $340K |
SEMSELECT MEDICAL HOLDINGS CORPORATION | $339K |
WRBW. R. BERKLEY CORPORATION | $337K |
DECKDECKERS OUTDOOR CORPORATION | $337K |
IYEISHARES U.S. ENERGY ETF | $333K |
ALBALBEMARLE CORPORATION | $332K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $332K |
WPCW. P. CAREY INC. | $331K |
IBTXUSDINDEPENDENT BANK GROUP, INC. | $331K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $330K |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $330K |
CINFCINCINNATI FINANCIAL CORPORATION | $329K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $328K |
BUFZFT VEST LADDERED MODERATE BUFFER ETF | $328K |
IHGINTERCONTINENTAL HOTELS GROUP PLC SPONSORED ADR | $328K |
NSYNICE LTD. SPONSORED ADR | $327K |
GRMNGARMIN LTD. | $327K |
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $325K |
REEVEREST GROUP, LTD. | $324K |
UDRUDR, INC. | $323K |
ITTITT, INC. | $323K |
BROBROWN & BROWN, INC. | $321K |
CHTCHUNGHWA TELECOM CO., LTD SPONSORED ADR | $320K |
RWRSPDR DOW JONES REIT ETF | $319K |
CVECENOVUS ENERGY INC. | $319K |
CZRCAESARS ENTERTAINMENT INC | $315K |
TEAMATLASSIAN CORP CLASS A | $313K |
CRCCANADIAN NATURAL RESOURCES LIMITED | $313K |
UTHUNITED THERAPEUTICS CORPORATION | $311K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $311K |
CPCANADIAN PACIFIC KANSAS CITY LIMITED | $308K |
SLVISHARES SILVER TRUST | $308K |
NZACSPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $307K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $305K |
HOLXHOLOGIC, INC. | $304K |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $304K |
GMABGENMAB A/S SPONSORED ADR | $303K |
MGMMGM RESORTS INTERNATIONAL | $302K |
AKAMAKAMAI TECHNOLOGIES, INC. | $301K |
LUVSOUTHWEST AIRLINES CO. | $300K |
DKSDICK'S SPORTING GOODS, INC. | $300K |
RHPRYMAN HOSPITALITY PROPERTIES, INC. | $300K |
TDYTELEDYNE TECHNOLOGIES INCORPORATED | $299K |
WITWIPRO LIMITED SPONSORED ADR | $298K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. | $297K |
AXGNAXOGEN, INC. | $297K |
SFSTIFEL FINANCIAL CORP | $297K |
ATOATMOS ENERGY CORPORATION | $296K |
EGPEASTGROUP PROPERTIES, INC. | $296K |
VRPINVESCO VARIABLE RATE PREFERRED ETF | $292K |
BWABORGWARNER INC. | $292K |
CBOECBOE GLOBAL MARKETS INC | $291K |
ROLROLLINS, INC. | $291K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $291K |
OCOWENS CORNING | $291K |
WTRGESSENTIAL UTILITIES, INC. | $291K |
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF | $288K |
FWONALIBERTY MEDIA CORP. SERIES C LIBERTY FORMULA ONE | $287K |
TDTORONTO-DOMINION BANK | $286K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $286K |
AGREURAVANGRID, INC. | $286K |
BIPBROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $285K |
TFXTELEFLEX INCORPORATED | $285K |
JBHTJ.B. HUNT TRANSPORT SERVICES, INC. | $284K |
MFCMANULIFE FINANCIAL CORPORATION | $283K |
UBSIUNITED BANKSHARES, INC. | $283K |
EVREVERCORE INC. CLASS A | $283K |
AFRMAFFIRM HOLDINGS, INC. CLASS A | $282K |
GLWCORNING INC | $280K |
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | $278K |
ZBRAZEBRA TECHNOLOGIES CORPORATION CLASS A | $277K |
CPBCAMPBELL SOUP COMPANY | $276K |
LYVLIVE NATION ENTERTAINMENT, INC. | $276K |
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD. | $275K |
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $275K |
BAMBROOKFIELD ASSET MANAGEMENT LTD. CLASS A | $274K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $273K |
CSLCARLISLE COMPANIES INCORPORATED | $273K |
WHWYNDHAM HOTELS & RESORTS, INC. | $273K |
LPLALPL FINANCIAL HOLDINGS INC. | $272K |
VEEVVEEVA SYSTEMS INC CLASS A | $270K |
NTRANATERA, INC. | $270K |
OKTAOKTA, INC. CLASS A | $270K |
NETCLOUDFLARE INC CLASS A | $269K |
WPPWPP PLC SPONSORED ADR | $269K |
WIXWIX.COM LTD. | $268K |
NINISOURCE INC | $266K |
YUMCYUM CHINA HOLDINGS, INC. | $264K |
EXASEXACT SCIENCES CORPORATION | $263K |
TFIITFI INTERNATIONAL INC. | $261K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $260K |
PNRPENTAIR PLC | $259K |
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE | $259K |
OGEOGE ENERGY CORP. | $259K |
HEIHEICO CORPORATION | $258K |
BKLNINVESCO SENIOR LOAN ETF | $257K |
PUKNPRUDENTIAL PLC SPONSORED ADR | $257K |
MTARCELORMITTAL SA ADR | $257K |
DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $256K |