UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2024 Filing

Filed August 14, 2024

Portfolio Value

$11.6B

Holdings

1,023

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (1,023 positions)

#	Stock	Shares	Value	% Portfolio
401	FITBFIFTH THIRD BANCORP	46,817	$1.0M	0.01%
402	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	28,453	$1.0M	0.01%
403	EXREXTRA SPACE STORAGE INC.	9,058	$1.0M	0.01%
404	SRCLSTERICYCLE, INC.	23,866	$1.0M	0.01%
405	LHLABCORP HOLDINGS INC.	7,044	$1.0M	0.01%
406	AEPAMERICAN ELECTRIC POWER COMPANY, INC.	18,658	$1.0M	0.01%
407	NUENUCOR CORPORATION	10,531	$1.0M	0.01%
408	RFREGIONS FINANCIAL CORPORATION	68,517	$1.0M	0.01%
409	YUMYUM! BRANDS, INC.	12,831	$1.0M	0.01%
410	AONAON PLC CLASS A	3,994	$1.0M	0.01%
411	XPOXPO, INC.	9,423	$1.0M	0.01%
412	IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF	64,022	$1.0M	0.01%
413	IFFINTERNATIONAL FLAVORS & FRAGRANCES INC.	10,863	$1.0M	0.01%
414	IWSISHARES RUSSELL MID-CAP VALUE ETF	8,753	$1.0M	0.01%
415	ESEVERSOURCE ENERGY	20,431	$1.0M	0.01%
416	AVUSAVANTIS U.S. EQUITY ETF	14,306	$1.0M	0.01%
417	ACGLARCH CAPITAL GROUP LTD.	11,864	$1.0M	0.01%
418	DMXFISHARES ESG ADVANCED MSCI EAFE ETF	28,801	$1.0M	0.01%
419	DXJWISDOMTREE JAPAN HEDGED EQUITY FUND	13,366	$1.0M	0.01%
420	NEARBLACKROCK SHORT DURATION BOND ETF	26,650	$1.0M	0.01%
421	COFCAPITAL ONE FINANCIAL CORP	13,890	$1.0M	0.01%
422	KEYSKEYSIGHT TECHNOLOGIES INC	9,380	$1.0M	0.01%
423	INGING GROEP NV SPONSORED ADR	64,834	$1.0M	0.01%
424	IBBISHARES BIOTECHNOLOGY ETF	8,603	$1.0M	0.01%
425	PWRQUANTA SERVICES, INC.	7,668	$1.0M	0.01%
426	AORISHARES CORE GROWTH ALLOCATION ETF	19,002	$1.0M	0.01%
427	IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF	63,435	$1.0M	0.01%
428	PRUPRUDENTIAL FINANCIAL, INC.	16,704	$1.0M	0.01%
429	PYPLPAYPAL HOLDINGS, INC.	33,339	$1.0M	0.01%
430	DOWDOW, INC.	26,924	$1.0M	0.01%
431	KEYKEYCORP	88,721	$1.0M	0.01%
432	STZCONSTELLATION BRANDS, INC. CLASS A	4,942	$1.0M	0.01%
433	CHDCHURCH & DWIGHT CO., INC.	17,354	$1.0M	0.01%
434	ADSKAUTODESK, INC.	6,800	$1.0M	0.01%
435	FTNTFORTINET, INC.	17,602	$1.0M	0.01%
436	GEVGE VERNOVA INC.	9,732	$1.0M	0.01%
437	DDOMINION ENERGY INC	36,106	$1.0M	0.01%
438	HIGHARTFORD FINANCIAL SERVICES GROUP, INC.	11,727	$1.0M	0.01%
439	USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	27,722	$1.0M	0.01%
440	SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF	35,205	$1.0M	0.01%
441	HDVISHARES CORE HIGH DIVIDEND ETF	15,675	$1.0M	0.01%
442	7HPHP INC.	30,689	$1.0M	0.01%
443	ROSTROSS STORES, INC.	9,418	$1.0M	0.01%
444	TTENTOTALENERGIES SE SPONSORED ADR	19,404	$1.0M	0.01%
445	JCIJOHNSON CONTROLS INTERNATIONAL PLC	25,359	$1.0M	0.01%
446	GSSTGOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF	26,580	$1.0M	0.01%
447	MRNAMODERNA, INC.	10,787	$1.0M	0.01%
448	VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	22,867	$1.0M	0.01%
449	SYYSYSCO CORPORATION	23,855	$1.0M	0.01%
450	HALHALLIBURTON COMPANY	36,444	$1.0M	0.01%
451	RMERESMED INC.	5,423	$1.0M	0.01%
452	HBC2HSBC HOLDINGS PLC SPONSORED ADR	23,157	$1.0M	0.01%
453	VGKVANGUARD FTSE EUROPE ETF	15,235	$1.0M	0.01%
454	PSAPUBLIC STORAGE	5,054	$1.0M	0.01%
455	BPBP P.L.C. SPONSORED ADR	46,633	$1.0M	0.01%
456	DVNDEVON ENERGY CORPORATION	25,221	$1.0M	0.01%
457	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	12,876	$1.0M	0.01%
458	VONVVANGUARD RUSSELL 1000 VALUE ETF	13,653	$1.0M	0.01%
459	LENLENNAR CORPORATION CLASS A	11,775	$1.0M	0.01%
460	GEHCGE HEALTHCARE TECHNOLOGIES INC.	12,942	$1.0M	0.01%
461	EWEDWARDS LIFESCIENCES CORPORATION	17,502	$1.0M	0.01%
462	VPUVANGUARD UTILITIES ETF	13,243	$1.0M	0.01%
463	IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF	73,808	$1.0M	0.01%
464	KRKROGER CO.	24,044	$1.0M	0.01%
465	TFCTRUIST FINANCIAL CORPORATION	42,453	$1.0M	0.01%
466	XLUUTILITIES SELECT SECTOR SPDR FUND	17,992	$1.0M	0.01%
467	MRO*MARATHON OIL CORPORATION	43,846	$1.0M	0.01%
468	SMFGSUMITOMO MITSUI FINANCIAL GROUP, INC. SPONSORED ADR	83,720	$1.0M	0.01%
469	CEGCONSTELLATION ENERGY CORPORATION	9,749	$1.0M	0.01%
470	DDOGDATADOG INC CLASS A	10,343	$1.0M	0.01%
471	MDBMONGODB, INC. CLASS A	5,471	$1.0M	0.01%
472	CTVACORTEVA INC	18,799	$1.0M	0.01%
473	ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF	16,889	$1.0M	0.01%
474	GQ9SPDR GOLD SHARES	8,822	$1.0M	0.01%
475	TROWT. ROWE PRICE GROUP	10,457	$1.0M	0.01%
476	DFSEURDISCOVER FINANCIAL SERVICES	14,144	$1.0M	0.01%
477	SHWSHERWIN-WILLIAMS COMPANY	4,376	$1.0M	0.01%
478	ABGCENCORA, INC.	8,053	$1.0M	0.01%
479	FANGDIAMONDBACK ENERGY, INC.	6,305	$1.0M	0.01%
480	IWOISHARES RUSSELL 2000 GROWTH ETF	5,934	$1.0M	0.01%
481	OXYOCCIDENTAL PETROLEUM CORPORATION	23,565	$1.0M	0.01%
482	SNOWSNOWFLAKE, INC. CLASS A	8,097	$1.0M	0.01%
483	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	63,056	$1.0M	0.01%
484	DOCHEALTHPEAK PROPERTIES, INC.	51,752	$1.0M	0.01%
485	RCLROYAL CARIBBEAN GROUP	8,304	$1.0M	0.01%
486	DALDELTA AIR LINES, INC.	23,874	$1.0M	0.01%
487	ICEINTERCONTINENTAL EXCHANGE, INC.	14,527	$1.0M	0.01%
488	PPGPPG INDUSTRIES, INC.	8,236	$1.0M	0.01%
489	MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC. SPONSORED ADR	105,958	$1.0M	0.01%
490	ROKROCKWELL AUTOMATION, INC.	5,135	$1.0M	0.01%
491	IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF	51,503	$1.0M	0.01%
492	LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF	22,263	$996K	0.01%
493	SMCIUSDSUPER MICRO COMPUTER, INC.	1,212	$993K	0.01%
494	COINCOINBASE GLOBAL, INC. CLASS A	4,469	$993K	0.01%
495	WSTWEST PHARMACEUTICAL SERVICES, INC.	3,017	$993K	0.01%
496	ADMARCHER-DANIELS-MIDLAND COMPANY	16,421	$992K	0.01%
497	XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF	17,928	$990K	0.01%
498	IRINGERSOLL RAND INC.	10,793	$980K	0.01%
499	SCMBSCHWAB MUNICIPAL BOND ETF	18,995	$976K	0.01%
500	SONYSONY GROUP CORPORATION SPONSORED ADR	11,219	$953K	0.01%

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