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 |
|---|---|
AJGARTHUR J. GALLAGHER & CO. | $22.0M |
CATCATERPILLAR INC. | $21.0M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $21.0M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $21.0M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $21.0M |
ADPAUTOMATIC DATA PROCESSING, INC. | $21.0M |
NDQINVESCO QQQ TRUST SERIES I | $20.0M |
TSCOTRACTOR SUPPLY COMPANY | $20.0M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $20.0M |
BIIBBIOGEN INC. | $19.0M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR | $19.0M |
AMDADVANCED MICRO DEVICES, INC. | $19.0M |
NDAQNASDAQ, INC. | $19.0M |
GILDGILEAD SCIENCES, INC. | $19.0M |
APHAMPHENOL CORPORATION CLASS A | $19.0M |
FSVFIRSTSERVICE CORP | $18.0M |
CHRWC.H. ROBINSON WORLDWIDE, INC. | $18.0M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $18.0M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $18.0M |
IEURISHARES CORE MSCI EUROPE ETF | $17.0M |
SCHZSCHWAB US AGGREGATE BOND ETF | $17.0M |
BALLBALL CORPORATION | $17.0M |
IWDISHARES RUSSELL 1000 VALUE ETF | $17.0M |
STESTERIS PLC | $17.0M |
POOLPOOL CORPORATION | $17.0M |
WFCWELLS FARGO & COMPANY | $17.0M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $17.0M |
IRMIRON MOUNTAIN, INC. | $17.0M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $16.0M |
EMREMERSON ELECTRIC CO. | $16.0M |
ACWIISHARES MSCI ACWI ETF | $15.0M |
JKHYJACK HENRY & ASSOCIATES, INC. | $15.0M |
IWVISHARES RUSSELL 3000 ETF | $15.0M |
DGDOLLAR GENERAL CORPORATION | $15.0M |
VVVANGUARD LARGE-CAP ETF | $14.0M |
BACVERIZON COMMUNICATIONS INC. | $13.0M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $13.0M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $13.0M |
BSJOINVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF | $13.0M |
IWMISHARES RUSSELL 2000 ETF | $12.0M |
IUSVISHARES CORE S&P US VALUE ETF | $12.0M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $12.0M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $12.0M |
TSLATESLA, INC. | $12.0M |
AMGNAMGEN INC. | $12.0M |
XYLXYLEM INC. | $12.0M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $11.0M |
FFIVF5, INC. | $11.0M |
IXCISHARES GLOBAL ENERGY ETF | $11.0M |
UNPUNION PACIFIC CORPORATION | $11.0M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $11.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $11.0M |
OTISOTIS WORLDWIDE CORPORATION | $11.0M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $10.0M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $10.0M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $10.0M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $10.0M |
SCHASCHWAB U.S. SMALL-CAP ETF | $10.0M |
ETNEATON CORP. PLC | $10.0M |
INTCINTEL CORPORATION | $9.2M |
TIPISHARES TIPS BOND ETF | $9.0M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $9.0M |
VTVANGUARD TOTAL WORLD STOCK ETF | $9.0M |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $9.0M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $9.0M |
BACBANK OF AMERICA CORP | $9.0M |
FLOTISHARES FLOATING RATE BOND ETF | $9.0M |
TXNTEXAS INSTRUMENTS INCORPORATED | $9.0M |
MCDMCDONALD'S CORPORATION | $8.0M |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $8.0M |
PFEPFIZER INC. | $8.0M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $8.0M |
KOCOCA-COLA COMPANY | $8.0M |
ITGARTNER, INC. | $8.0M |
IYFISHARES U.S. FINANCIALS ETF | $8.0M |
BSJPINVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | $8.0M |
ESGUISHARES ESG AWARE MSCI USA ETF | $8.0M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $8.0M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $8.0M |
ADIANALOG DEVICES, INC. | $8.0M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $7.0M |
PLDPROLOGIS, INC. | $7.0M |
GEGE AEROSPACE | $7.0M |
CLCOLGATE-PALMOLIVE COMPANY | $7.0M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $7.0M |
IYHISHARES U.S. HEALTHCARE ETF | $7.0M |
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $7.0M |
ALCALCON AG | $7.0M |
NVSNNOVARTIS AG SPONSORED ADR | $7.0M |
TJXTJX COMPANIES INC | $7.0M |
TAT&T INC. | $7.0M |
WDAYWORKDAY, INC. CLASS A | $7.0M |
NEENEXTERA ENERGY, INC. | $7.0M |
INTAINTAPP, INC. | $7.0M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $7.0M |
SHVISHARES SHORT TREASURY BOND ETF | $6.0M |
COPCONOCOPHILLIPS | $6.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $6.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.0M |
NOCNORTHROP GRUMMAN CORP. | $6.0M |