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 |
|---|---|
FTSLFIRST TRUST SENIOR LOAN FUND | $499K |
VRTVERTIV HOLDINGS CO. CLASS A | $493K |
LKQ1LKQ CORPORATION | $493K |
LPLALPL FINANCIAL HOLDINGS INC. | $491K |
AMXAMERICA MOVIL SAB DE CV SPONSORED ADR CLASS B | $490K |
PAAPLAINS ALL AMERICAN PIPELINE, L.P. | $489K |
WFC 7.5 PERP LWELLS FARGO & COMPANY 7.5 NON CUM PERP CONV PFD REGISTERED SHS A SERIES L | $487K |
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | $486K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $485K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $482K |
IXNISHARES GLOBAL TECH ETF | $481K |
FEFIRSTENERGY CORP. | $480K |
BKRBAKER HUGHES COMPANY CLASS A | $475K |
CMSCMS ENERGY CORPORATION | $473K |
CLXCLOROX COMPANY | $469K |
ALBALBEMARLE CORPORATION | $465K |
ARCCARES CAPITAL CORPORATION | $464K |
FT2FIRST HORIZON CORPORATION | $464K |
NGGNATIONAL GRID PLC SPONSORED ADR | $462K |
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND | $458K |
RHCRH PUBLIC LIMITED COMPANY | $458K |
RWXSPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $455K |
DELLDELL TECHNOLOGIES, INC. CLASS C | $453K |
AMHAMERICAN HOMES 4 RENT CLASS A | $450K |
LNGCHENIERE ENERGY, INC. | $449K |
KELKELLANOVA | $449K |
IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $449K |
HIIHUNTINGTON INGALLS INDUSTRIES, INC. | $447K |
IBNICICI BANK LIMITED SPONSORED ADR | $444K |
PCGPG&E CORPORATION | $442K |
MGMMGM RESORTS INTERNATIONAL | $440K |
RACEFERRARI NV | $438K |
GNRCGENERAC HOLDINGS INC. | $437K |
IYMISHARES U.S. BASIC MATERIALS ETF | $437K |
PKGPACKAGING CORPORATION OF AMERICA | $437K |
MBCNMIDDLEFIELD BANC CORP. | $436K |
VSTVISTRA CORP. | $433K |
TPRTAPESTRY, INC. | $430K |
WCNWASTE CONNECTIONS, INC. | $430K |
EVRGEVERGY, INC. | $429K |
CTRACOTERRA ENERGY INC. | $428K |
YUMCYUM CHINA HOLDINGS, INC. | $428K |
WBDWARNER BROS. DISCOVERY, INC. SERIES A | $426K |
VNOVORNADO REALTY TRUST | $423K |
CBTCABOT CORPORATION | $421K |
CNPCENTERPOINT ENERGY, INC. | $420K |
PLTRPALANTIR TECHNOLOGIES INC. CLASS A | $419K |
RRXREGAL REXNORD CORPORATION | $418K |
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $414K |
XTISHARES EXPONENTIAL TECHNOLOGIES ETF | $413K |
XLUUTILITIES SELECT SECTOR SPDR FUND | $410K |
BCSBARCLAYS PLC SPONSORED ADR | $409K |
NEMNEWMONT CORPORATION | $409K |
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $406K |
ESSESSEX PROPERTY TRUST, INC. | $406K |
LOGILOGITECH INTERNATIONAL S.A. | $405K |
GLGLOBE LIFE INC. | $403K |
LEALEAR CORPORATION | $398K |
NXPNUVEEN SELECT TAX-FREE INCOME PORTFOLIO | $398K |
JBLJABIL INC. | $398K |
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR | $394K |
LLOEWS CORPORATION | $393K |
CRCCANADIAN NATURAL RESOURCES LIMITED | $392K |
IYEISHARES U.S. ENERGY ETF | $390K |
WRBW. R. BERKLEY CORPORATION | $385K |
WECWEC ENERGY GROUP INC | $383K |
CFCF INDUSTRIES HOLDINGS, INC. | $383K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $381K |
BRXBRIXMOR PROPERTY GROUP, INC. | $381K |
ARWARROW ELECTRONICS, INC. | $381K |
IYJISHARES U.S. INDUSTRIALS ETF | $380K |
WPCW. P. CAREY INC. | $379K |
IPINTERNATIONAL PAPER COMPANY | $379K |
VVVVALVOLINE, INC. | $377K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $376K |
LVSLAS VEGAS SANDS CORP. | $372K |
BCEBCE INC. | $372K |
LUVSOUTHWEST AIRLINES CO. | $371K |
CPAYCORPAY, INC. | $370K |
SEESEALED AIR CORPORATION | $369K |
DGXQUEST DIAGNOSTICS INCORPORATED | $368K |
EXPEEXPEDIA GROUP, INC. | $367K |
RHPRYMAN HOSPITALITY PROPERTIES, INC. | $367K |
JHXJAMES HARDIE INDUSTRIES PLC SPONSORED ADR | $366K |
WTRGESSENTIAL UTILITIES, INC. | $366K |
MOHMOLINA HEALTHCARE, INC. | $366K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $365K |
BABAALIBABA GROUP HOLDING LIMITED SPONSORED ADR | $365K |
HEIHEICO CORPORATION | $360K |
SWKSTANLEY BLACK & DECKER, INC. | $359K |
GMABGENMAB A/S SPONSORED ADR | $358K |
AMGAFFILIATED MANAGERS GROUP, INC. | $358K |
BAMBROOKFIELD ASSET MANAGEMENT LTD. CLASS A | $357K |
DKSDICK'S SPORTING GOODS, INC. | $355K |
FICOFAIR ISAAC CORPORATION | $352K |
AIZASSURANT, INC. | $352K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $352K |
EMEEMCOR GROUP, INC. | $351K |
CAGCONAGRA BRANDS, INC. | $350K |
NVRNVR, INC. | $348K |