UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$12.1B
Holdings
1,060
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (1,060 positions)
| Stock | Value |
|---|---|
ALSALLSTATE CORP/THE | $1.0M |
SONYSONY GROUP CORP | $1.0M |
CMACOMERICA INC | $1.0M |
TTDTRADE DESK INC/THE | $1.0M |
ULTAULTA BEAUTY INC | $1.0M |
7HPHP INC | $1.0M |
BIPBROOKFIELD INFRASTRUCTURE PART | $1.0M |
SRCLSTERICYCLE INC | $1.0M |
APHAMPHENOL CORP | $1.0M |
USHYISHARES BROAD USD HIGH YIELD C | $1.0M |
PSAPUBLIC STORAGE | $1.0M |
ADSKAUTODESK INC | $1.0M |
ICEINTERCONTINENTAL EXCHANGE INC | $1.0M |
RFREGIONS FINANCIAL CORP | $1.0M |
ROSTROSS STORES INC | $1.0M |
EUSBISHARES ESG ADVANCED TOTAL USD | $1.0M |
WYWEYERHAEUSER CO | $1.0M |
KBWYINVESCO KBW PREMIUM YIELD EQUI | $1.0M |
RMERESMED INC | $1.0M |
CHDCHURCH & DWIGHT CO INC | $1.0M |
CARRCARRIER GLOBAL CORP | $1.0M |
VOEVANGUARD MID-CAP VALUE ETF | $1.0M |
PFFISHARES PREFERRED AND INCOME S | $1.0M |
RCI/BROGERS COMMUNICATIONS INC | $1.0M |
ZBHZIMMER BIOMET HOLDINGS INC | $1.0M |
SLYVSPDR S&P 600 SMALL CAPVALUE ET | $1.0M |
HIGHARTFORD FINANCIAL SERVICES GR | $1.0M |
ECLECOLAB INC | $1.0M |
XRXXEROX HOLDINGS CORP | $1.0M |
GPCGENUINE PARTS CO | $1.0M |
XELXCEL ENERGY INC | $1.0M |
XPOXPO INC | $1.0M |
KEYKEYCORP | $1.0M |
KRKROGER CO/THE | $1.0M |
HALHALLIBURTON CO | $1.0M |
SCHCSCHWAB INTERNATIONAL SMALL-CAP | $1.0M |
GBDCGOLUB CAPITAL BDC INC | $999K |
PHMPULTEGROUP INC | $997K |
FFORD MOTOR CO | $994K |
VICIVICI PROPERTIES INC | $978K |
MUFGMITSUBISHI UFJ FINANCIAL GROUP | $976K |
ILMNILLUMINA INC | $971K |
IRINGERSOLL RAND INC | $967K |
XMLVINVESCO S&P MIDCAP LOW VOLATIL | $950K |
ODFLOLD DOMINION FREIGHT LINE INC | $947K |
MAAMID-AMERICA APARTMENT COMMUNIT | $947K |
NTRNUTRIEN LTD | $946K |
DONSPDR DOW JONES INDUSTRIAL AVER | $937K |
ONON SEMICONDUCTOR CORP | $920K |
SLRCSLR INVESTMENT CORP | $907K |
VYMIVANGUARD INTERNATIONAL HIGH DI | $907K |
LCTDBLACKROCK WORLD EX U.S. CARBON | $903K |
SLYGSPDR S&P 600 SMALL CAP GROWTH | $899K |
FTVFORTIVE CORP | $895K |
HESHESS CORP | $894K |
SNASNAP-ON INC | $886K |
ADMARCHER-DANIELS-MIDLAND CO | $878K |
PPGPPG INDUSTRIES INC | $876K |
MRNAMODERNA INC | $873K |
SMFGSUMITOMO MITSUI FINANCIAL GROU | $869K |
ARMARM HOLDINGS PLC | $865K |
UNMUNUM GROUP | $863K |
CGCARLYLE GROUP INC/THE | $861K |
FISFIDELITY NATIONAL INFORMATION | $861K |
XLYCONSUMER DISCRETIONARY SELECT | $850K |
IQVIQVIA HOLDINGS INC | $843K |
VAWVANGUARD MATERIALS ETF | $839K |
AZOAUTOZONE INC | $837K |
IWNISHARES RUSSELL 2000 VALUE ETF | $819K |
VFHVANGUARD FINANCIALS ETF | $814K |
MPWRMONOLITHIC POWER SYSTEMS INC | $811K |
UBSUBS GROUP AG | $805K |
WMSADVANCED DRAINAGE SYSTEMS INC | $804K |
GNRCGENERAC HOLDINGS INC | $804K |
ITBISHARES U.S. HOME CONSTRUCTION | $803K |
MTUMISHARES MSCI USA MOMENTUM FACT | $801K |
VTRSVIATRIS INC | $800K |
HBANHUNTINGTON BANCSHARES INC/OH | $798K |
AORISHARES CORE GROWTH ALLOCATION | $796K |
EQNREQUINOR ASA | $795K |
WF2WINTRUST FINANCIAL CORP | $792K |
TELTE CONNECTIVITY LTD | $790K |
PEGPUBLIC SERVICE ENTERPRISE GROU | $790K |
OREALTY INCOME CORP | $789K |
SMLVSPDR SSGA US SMALL CAP LOW VOL | $786K |
CBRECBRE GROUP INC | $778K |
DOCHEALTHPEAK PROPERTIES INC | $776K |
ABALLIANCEBERNSTEIN HOLDING LP | $775K |
EFXEQUIFAX INC | $774K |
PEOEXELON CORP | $773K |
AOAISHARES CORE AGGRESSIVE ALLOCA | $773K |
AMEAMETEK INC | $768K |
XLBMATERIALS SELECT SECTOR SPDR F | $765K |
ESGVVANGUARD ESG US STOCK ETF | $760K |
BXSLBLACKSTONE SECURED LENDING FUN | $760K |
WDAYWORKDAY INC | $759K |
KVUEKENVUE INC | $757K |
IAU*ISHARES GOLD TRUST | $756K |
ACWXISHARES MSCI ACWI EX U.S. ETF | $755K |
ETENERGY TRANSFER LP | $753K |