UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$12.1B
Holdings
1,069
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (1,069 positions)
| Stock | Value |
|---|---|
AXONAXON ENTERPRISE INC | $250K |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $250K |
LDOSLEIDOS HOLDINGS, INC. | $248K |
DECKDECKERS OUTDOOR CORPORATION | $247K |
ACWXISHARES MSCI ACWI EX U.S. ETF | $247K |
REXRREXFORD INDUSTRIAL REALTY, INC. | $247K |
LYVLIVE NATION ENTERTAINMENT, INC. | $246K |
BENFRANKLIN RESOURCES, INC. | $245K |
CSLCARLISLE COMPANIES INCORPORATED | $245K |
WPPWPP PLC SPONSORED ADR | $245K |
CBOECBOE GLOBAL MARKETS INC | $245K |
PDIPIMCO DYNAMIC INCOME FUND | $244K |
SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $244K |
IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF | $243K |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $242K |
TFXTELEFLEX INCORPORATED | $242K |
IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF | $242K |
MFCMANULIFE FINANCIAL CORPORATION | $242K |
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF | $241K |
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $241K |
RGENREPLIGEN CORPORATION | $240K |
SCHHSCHWAB U.S. REIT ETF | $240K |
OGEOGE ENERGY CORP. | $237K |
RLRALPH LAUREN CORPORATION CLASS A | $237K |
FWONALIBERTY MEDIA CORP. SERIES C LIBERTY FORMULA ONE | $237K |
PINSPINTEREST, INC. CLASS A | $236K |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $235K |
PKNREVVITY, INC. | $233K |
IBTXUSDINDEPENDENT BANK GROUP, INC. | $233K |
WITWIPRO LIMITED SPONSORED ADR | $233K |
PTCPTC INC. | $232K |
CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $231K |
TMHCTAYLOR MORRISON HOME CORPORATION | $230K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $229K |
SJMJ.M. SMUCKER COMPANY | $229K |
XBISPDR S&P BIOTECH ETF | $229K |
SLVISHARES SILVER TRUST | $229K |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $229K |
QRVOQORVO, INC. | $228K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $227K |
KRCKILROY REALTY CORPORATION | $227K |
GLWCORNING INC | $227K |
XSWSPDR S&P SOFTWARE & SERVICES ETF | $226K |
ENQENTEGRIS, INC. | $226K |
OGNORGANON & CO. | $226K |
PAGPPLAINS GP HOLDINGS LP CLASS A | $225K |
DOCUDOCUSIGN, INC. | $225K |
BGBUNGE GLOBAL SA | $224K |
CIONCION INVESTMENT CORP. | $223K |
MURMURPHY OIL CORPORATION | $223K |
MTRNMATERION CORPORATION | $223K |
AZEKAZEK CO., INC. CLASS A | $221K |
IVZINVESCO LTD. | $220K |
AITAPPLIED INDUSTRIAL TECHNOLOGIES, INC. | $220K |
IXORIX CORPORATION SPONSORED ADR | $220K |
EWBCEAST WEST BANCORP, INC. | $220K |
BKHBLACK HILLS CORPORATION | $218K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $217K |
REGREGENCY CENTERS CORPORATION | $217K |
HLALWAHED FTSE USA SHARIAH ETF | $217K |
ALLEALLEGION PUBLIC LIMITED COMPANY | $214K |
CRBGCOREBRIDGE FINANCIAL, INC. | $214K |
PKXPOSCO HOLDINGS INC. SPONSORED ADR | $213K |
CPECALLON PETROLEUM COMPANY | $213K |
OLNOLIN CORPORATION | $213K |
PUKNPRUDENTIAL PLC SPONSORED ADR | $213K |
TREXTREX COMPANY, INC. | $213K |
DOXAMDOCS LIMITED | $213K |
BUWABIO-RAD LABORATORIES, INC. CLASS A | $212K |
PNFPPINNACLE FINANCIAL PARTNERS, INC. | $212K |
MLKNMILLERKNOLL, INC. | $210K |
ATOATMOS ENERGY CORPORATION | $208K |
TSTENARIS S.A. SPONSORED ADR | $208K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $207K |
SSDSIMPSON MANUFACTURING CO., INC. | $204K |
UTHUNITED THERAPEUTICS CORPORATION | $204K |
BRKRBRUKER CORPORATION | $204K |
UEOWESTLAKE CORPORATION | $203K |
VOOGVANGUARD S&P 500 GROWTH ETF | $203K |
THGHANOVER INSURANCE GROUP, INC. | $203K |
FNDFLOOR & DECOR HOLDINGS, INC. CLASS A | $202K |
AERAERCAP HOLDINGS NV | $202K |
CYBRCYBERARK SOFTWARE LTD. | $202K |
HYDVANECK HIGH YIELD MUNI ETF | $202K |
NTRANATERA, INC. | $201K |
LSCCLATTICE SEMICONDUCTOR CORPORATION | $201K |
CELHCELSIUS HOLDINGS, INC. | $200K |
PECOPHILLIPS EDISON & COMPANY, INC. | $200K |
CVBFCVB FINANCIAL CORP. | $194K |
AYATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | $190K |
DBDEUTSCHE BANK AKTIENGESELLSCHAFT | $190K |
NWGNATWEST GROUP PLC SPONSORED ADR | $189K |
0VVBPARAMOUNT GLOBAL CLASS B | $188K |
AEGAEGON LTD. SPONSORED ADR | $184K |
PSOPEARSON PLC SPONSORED ADR | $182K |
AXGNAXOGEN, INC. | $177K |
AMCRAMCOR PLC | $171K |
GOODGLADSTONE COMMERCIAL CORPORATION | $170K |
DRVNDRIVEN BRANDS HOLDINGS, INC. | $167K |
DRHDIAMONDROCK HOSPITALITY COMPANY | $165K |