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 |
|---|---|
TAT&T INC. | $7.0M |
TJXTJX COMPANIES INC | $7.0M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $6.0M |
OEFISHARES S&P 100 ETF | $6.0M |
PANWPALO ALTO NETWORKS, INC. | $6.0M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $6.0M |
PSXPHILLIPS 66 | $6.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.0M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $6.0M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $6.0M |
NOCNORTHROP GRUMMAN CORP. | $6.0M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $6.0M |
BABOEING COMPANY | $6.0M |
DHID.R. HORTON, INC. | $6.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $6.0M |
SOSOUTHERN COMPANY | $6.0M |
PXDEURPIONEER NATURAL RESOURCES COMPANY | $6.0M |
COPCONOCOPHILLIPS | $6.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $6.0M |
PWBINVESCO LARGE CAP GROWTH ETF | $6.0M |
FALNISHARES FALLEN ANGELS USD BOND ETF | $6.0M |
AMATAPPLIED MATERIALS, INC. | $6.0M |
EFAISHARES MSCI EAFE ETF | $6.0M |
HDBHDFC BANK LIMITED SPONSORED ADR | $6.0M |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $6.0M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $6.0M |
INGING GROEP NV SPONSORED ADR | $6.0M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $6.0M |
SHVISHARES SHORT TREASURY BOND ETF | $6.0M |
BXBLACKSTONE INC. | $6.0M |
RELXRELX PLC SPONSORED ADR | $6.0M |
GISGENERAL MILLS, INC. | $5.0M |
EOGEOG RESOURCES, INC. | $5.0M |
CBCHUBB LIMITED | $5.0M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $5.0M |
XLEENERGY SELECT SECTOR SPDR FUND | $5.0M |
CICIGNA GROUP | $5.0M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $5.0M |
LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | $5.0M |
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $5.0M |
LMTLOCKHEED MARTIN CORPORATION | $5.0M |
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | $5.0M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $5.0M |
TRMBTRIMBLE INC. | $5.0M |
LINLINDE PLC | $5.0M |
FQIDIGITAL REALTY TRUST, INC. | $5.0M |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF | $5.0M |
CMCSACOMCAST CORPORATION CLASS A | $5.0M |
VPLVANGUARD FTSE PACIFIC ETF | $5.0M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $5.0M |
DFUSDIMENSIONAL U.S. EQUITY ETF | $5.0M |
IPACISHARES CORE MSCI PACIFIC ETF | $5.0M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $5.0M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $5.0M |
AFWALIGN TECHNOLOGY, INC. | $5.0M |
UBERUBER TECHNOLOGIES, INC. | $5.0M |
AIGAMERICAN INTERNATIONAL GROUP, INC. | $5.0M |
VOVANGUARD MID-CAP ETF | $5.0M |
NTRSNORTHERN TRUST CORPORATION | $5.0M |
IBDPISHARES IBONDS DEC 2024 TERM CORPORATE ETF | $5.0M |
SOXXISHARES SEMICONDUCTOR ETF | $5.0M |
RYROYAL BANK OF CANADA | $4.0M |
IWBISHARES RUSSELL 1000 ETF | $4.0M |
KMIKINDER MORGAN INC CLASS P | $4.0M |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $4.0M |
DYHTARGET CORPORATION | $4.0M |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $4.0M |
FISVFISERV, INC. | $4.0M |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $4.0M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $4.0M |
DUKDUKE ENERGY CORPORATION | $4.0M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $4.0M |
FCXFREEPORT-MCMORAN, INC. | $4.0M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $4.0M |
GIB/ACGI INC. CLASS A | $4.0M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $4.0M |
HONHONEYWELL INTERNATIONAL INC. | $4.0M |
PRUPRUDENTIAL FINANCIAL, INC. | $4.0M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $4.0M |
KMXCARMAX, INC. | $4.0M |
VRTXVERTEX PHARMACEUTICALS INCORPORATED | $4.0M |
WATWATERS CORPORATION | $4.0M |
LNTALLIANT ENERGY CORP | $4.0M |
DOVDOVER CORPORATION | $4.0M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $4.0M |
8CWCROWN CASTLE INC. | $4.0M |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $4.0M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $4.0M |
AMLPALERIAN MLP ETF | $4.0M |
AQLTISHARES SELECT DIVIDEND ETF | $4.0M |
CSXCSX CORPORATION | $4.0M |
CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A | $3.9M |
ELVELEVANCE HEALTH, INC. | $3.2M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $3.0M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $3.0M |
MNSTMONSTER BEVERAGE CORPORATION | $3.0M |
ABNBAIRBNB, INC. CLASS A | $3.0M |
USBU.S. BANCORP | $3.0M |
FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP | $3.0M |
QCRHQCR HOLDINGS, INC. | $3.0M |