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)

StockValue
NVRNVR, INC.
$348K
BBYBEST BUY CO., INC.
$348K
NWSANEWS CORPORATION CLASS A
$346K
RGAREINSURANCE GROUP OF AMERICA, INCORPORATED
$346K
TOLTOLL BROTHERS, INC.
$346K
IHGINTERCONTINENTAL HOTELS GROUP PLC SPONSORED ADR
$345K
NETCLOUDFLARE INC CLASS A
$345K
REEVEREST GROUP, LTD.
$341K
INCYINCYTE CORPORATION
$339K
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF
$337K
ONTOONTO INNOVATION, INC.
$337K
APAAPA CORPORATION
$335K
HRLHORMEL FOODS CORPORATION
$334K
AOMISHARES CORE MODERATE ALLOCATION ETF
$330K
KBIAKB FINANCIAL GROUP INC. SPONSORED ADR
$330K
EQTEQT CORPORATION
$330K
PPLPPL CORPORATION
$328K
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$327K
JBHTJ.B. HUNT TRANSPORT SERVICES, INC.
$327K
COOCOOPER COMPANIES, INC.
$326K
CCLCARNIVAL CORPORATION
$322K
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$321K
TERTERADYNE, INC.
$320K
CPCANADIAN PACIFIC KANSAS CITY LIMITED
$316K
VTHRVANGUARD RUSSELL 3000 ETF
$316K
TAKTAKEDA PHARMACEUTICAL CO. LTD. SPONSORED ADR
$315K
AVDEAVANTIS INTERNATIONAL EQUITY ETF
$312K
TDTORONTO-DOMINION BANK
$312K
OKTAOKTA, INC. CLASS A
$311K
ITTITT, INC.
$309K
TECHBIO-TECHNE CORPORATION
$308K
FMCFMC CORPORATION
$307K
CINFCINCINNATI FINANCIAL CORPORATION
$307K
DDOGDATADOG INC CLASS A
$306K
TDYTELEDYNE TECHNOLOGIES INCORPORATED
$305K
SHGSHINHAN FINANCIAL GROUP CO., LTD. SPONSORED ADR
$303K
OCOWENS CORNING
$303K
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF
$302K
WHWYNDHAM HOTELS & RESORTS, INC.
$300K
IGMISHARES EXPANDED TECH SECTOR ETF
$299K
TFIITFI INTERNATIONAL INC.
$299K
DBXDROPBOX, INC. CLASS A
$298K
ITGRINTEGER HOLDINGS CORPORATION
$298K
TEAMATLASSIAN CORP CLASS A
$297K
SEMSELECT MEDICAL HOLDINGS CORPORATION
$296K
ENPHENPHASE ENERGY, INC.
$295K
NMRNOMURA HOLDINGS, INC. SPONSORED ADR
$295K
BROBROWN & BROWN, INC.
$294K
SAIASAIA, INC.
$293K
SFNCSIMMONS FIRST NATIONAL CORPORATION CLASS A
$293K
INFYINFOSYS LIMITED SPONSORED ADR
$292K
BILSSPDR BLOOMBERG 3-12 MONTH T-BILL ETF
$292K
AKAMAKAMAI TECHNOLOGIES, INC.
$292K
KDPKEURIG DR PEPPER INC.
$290K
SCHPSCHWAB US TIPS ETF
$290K
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$289K
RSRELIANCE, INC.
$288K
DKNGDRAFTKINGS, INC. CLASS A
$287K
ASHASHLAND INC.
$287K
UBSIUNITED BANKSHARES, INC.
$285K
PVHPVH CORP.
$285K
RWRSPDR DOW JONES REIT ETF
$284K
VRPINVESCO VARIABLE RATE PREFERRED ETF
$283K
IPGINTERPUBLIC GROUP OF COMPANIES, INC.
$282K
WTWWILLIS TOWERS WATSON PUBLIC LIMITED COMPANY
$281K
CVECENOVUS ENERGY INC.
$280K
WEXWEX INC.
$280K
AFRMAFFIRM HOLDINGS, INC. CLASS A
$279K
VEEVVEEVA SYSTEMS INC CLASS A
$279K
BMOBANK OF MONTREAL
$279K
APPAPPLOVIN CORP. CLASS A
$277K
HLNHALEON PLC SPONSORED ADR
$276K
HOGHARLEY-DAVIDSON, INC.
$276K
HOLXHOLOGIC, INC.
$274K
VRSNVERISIGN, INC.
$273K
NRANRG ENERGY, INC.
$272K
NZACSPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF
$272K
MOSMOSAIC COMPANY
$272K
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC.
$271K
XVVISHARES ESG SCREENED S&P 500 ETF
$271K
PAYCPAYCOM SOFTWARE, INC.
$271K
BWABORGWARNER INC.
$271K
SFSTIFEL FINANCIAL CORP
$271K
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF
$270K
GRMNGARMIN LTD.
$268K
BKLNINVESCO SENIOR LOAN ETF
$268K
CHTCHUNGHWA TELECOM CO., LTD SPONSORED ADR
$264K
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$263K
AEEAMEREN CORPORATION
$262K
HOMBHOME BANCSHARES, INC.
$261K
GGGGRACO INC.
$259K
FRFIRST INDUSTRIAL REALTY TRUST, INC.
$258K
AGCOAGCO CORPORATION
$256K
ROLROLLINS, INC.
$255K
PSTGPURE STORAGE, INC. CLASS A
$254K
HSTHOST HOTELS & RESORTS, INC.
$254K
SMSM ENERGY COMPANY
$253K
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD.
$252K
AOSA. O. SMITH CORPORATION
$251K
EPAMEPAM SYSTEMS, INC.
$251K
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