UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$15.3B
Holdings
830
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (830 positions)
| Stock | Value |
|---|---|
IYRISHARES U.S. REAL ESTATE ETF | $583K |
CHTRCHARTER COMMUNICATIONS, INC. CMN | $582K |
VLUEISHARES MSCI USA VALUE FACTOR VALUE FACTOR ETF | $582K |
LEALEAR CORPORATION CMN | $581K |
AMXAMERICA MOVIL, S.A.B. DE C.V. ADR CMN | $579K |
SYYSYSCO CORPORATION CMN | $578K |
AMHAMERICAN HOMES 4 RENT LLC CMN | $575K |
ESSESSEX PROPERTY TRUST INC CMN | $563K |
MBLYMOBILEYE GLOBAL INC. CMN | $555K |
CASHMETA FINANCIAL GROUP, INC. CMN | $553K |
TPLTEXAS PACIFIC LAND CORP CMN | $552K |
GEHCGE HEALTHCARE TECHNOLOGIES INC CMN | $548K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $547K |
ACMAECOM CMN | $547K |
ILMNILLUMINA, INC CMN | $541K |
WPCW. P. CAREY INC. CMN | $540K |
INGRINGREDION INC CMN | $540K |
ELSEQUITY LIFESTYLE PROPERTIES, I CMN | $540K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $538K |
FVDFIRST TRUST VALUE LINE DIVID F ETF | $537K |
SBRSABINE RTY TRUST U.B.I. CMN | $537K |
FSKFS KKR CAPITAL CORP. MUTUAL FUND | $529K |
RWXSPDR DJ WILSHIRE INTERNATIONAL REAL ESTATE ETF | $526K |
METMETLIFE, INC. CMN | $519K |
KRKROGER COMPANY CMN | $508K |
POSTPOST HOLDINGS, INC. CMN | $506K |
ALLYALLY FINANCIAL INC. CMN | $500K |
XLUUTILITIES SELECT SECTOR SPDR FUND (THE) ETF | $494K |
VENVENTAS, INC. CMN | $485K |
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND - ETF | $481K |
SONSONOCO PRODUCTS CO CMN | $478K |
EQNREQUINOR ASA SPONSORED ADR CMN | $474K |
ABGCENCORA INC CMN | $472K |
VICIVICI PROPERTIES INC. CMN | $472K |
HEPUSDHOLLY ENERGY PARTNERS, L.P CMN | $469K |
VTHRVANGUARD RUSSELL 3000 ETF CMN CLASS V | $467K |
WF2WINTRUST FINANCIAL CORP CMN | $463K |
WYWEYERHAEUSER COMPANY CMN | $463K |
GSSTGOLDMAN SACHS ETF TRUST - ACCE ULTRA SHORT BOND ETF | $458K |
SCHHSCHWAB US REIT ETF | $454K |
IPGINTERPUBLIC GROUP COS CMN | $454K |
AMKRAMKOR TECHNOLOGIES INC CMN | $453K |
OGEOGE ENERGY CORP (HOLDING CO) CMN | $445K |
BRBRBELLRING BRANDS, INC. CMN | $445K |
PEOEXELON CORPORATION CMN | $442K |
EMNEASTMAN CHEMICAL COMPANY CMN | $442K |
STTSTATE STREET CORPORATION (NEW) CMN | $441K |
DRIDARDEN RESTAURANTS, INC. CMN | $440K |
FEFIRSTENERGY CORP. CMN | $440K |
PWRQUANTA SERVICES INC CMN | $440K |
IGFISHARES GLOBAL INFRASTRUCTURE ETF | $439K |
VONVVANGUARD SCOTTSDALE FUNDS - VANGUARD RUSSELL 1000 VALUE INDEX | $437K |
SD2SANDY SPRING BANCORP, INC. CMN | $436K |
BXPBOSTON PROPERTIES, INC. COMMON STOCK | $428K |
BANXARROWMARK FINANCIAL CORP MUTUAL FUND | $428K |
CNPCENTERPOINT ENERGY, INC CMN | $426K |
FISFIDELITY NATL INFO SVCS INC CMN | $425K |
RHPRYMAN HOSPITALITY PPTYS INC CMN | $423K |
IQVIQVIA HOLDINGS INC CMN | $422K |
ROKROCKWELL AUTOMATION INC CMN | $422K |
ENBENBRIDGE INC. CMN | $416K |
PEGPUBLIC-SVC ENTERPRISE GROUP HOLDING CO | $414K |
UNMUNUM GROUP CMN | $413K |
URIUNITED RENTALS, INC. CMN | $412K |
PPGPPG INDUSTRIES, INC. CMN | $411K |
OMCOMNICOM GROUP CMN | $409K |
ESGDISHARES TRUST ISHARES ESG AWAR MSCI EAFE ETF | $408K |
CNCCENTENE CORPORATION CMN | $403K |
FANGDIAMONDBACK ENERGY INC CMN | $402K |
TDTORONTO DOMINION BANK CMN | $401K |
PECOPHILLIPS EDISON & COMPANY, INC CMN | $399K |
HBANHUNTINGTON BANCSHARES INCORPOR CMN | $396K |
ANETEURARISTA NETWORKS, INC. CMN | $396K |
FXLFIRST TRUST TECHNOLOGY ALPHADEX FD ANNUAL ETF | $395K |
GLWCORNING INCORPORATED CMN | $393K |
EDCONSOLIDATED EDISON INC CMN | $389K |
XTISHARES TRUST - ISHARES EXPONENTIAL TECHNOLOGIES ETF | $389K |
IXNISHARES GLOBAL TECH ETF | $385K |
ONCBEIGENE, LTD. SPONSORED ADR CMN | $383K |
HRBH & R BLOCK INC. CMN | $379K |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $376K |
SHOPSHOPIFY INC. CMN CLASS A | $373K |
LYBLYONDELLBASELL INDUSTRIES N.V. CMN CLASS A | $372K |
CEGCONSTELLATION ENERGY CORP CMN | $371K |
CPCANADIAN PACIFIC KANSAS CITY L CMN | $367K |
DELLDELL TECHNOLOGIES INC. CMN | $367K |
PG4PRINCIPAL FINANCIAL GROUP, INC CMN | $361K |
AOMISHARES CORE MODERATE ALLOCATN ETF | $359K |
BRXBRIXMOR PROPERTY GROUP CMN | $358K |
FNDXSCHWAB FUNDAMENTAL U S LARGE C INDEX ETF | $352K |
A4SAMERIPRISE FINANCIAL, INC. CMN | $352K |
IFRAISHARES TRUST - ISHARES U.S. INFRASTRUCTURE ETF | $352K |
AWCAMERICAN WATER WORKS CO, INC. CMN | $351K |
VOOGVANGUARD S&P 500 GROWTH INDEX FD ETF | $349K |
IYMISHARES U.S. BASIC MATERIALS ETF | $349K |
PLTRPALANTIR TECHNOLOGIES INC. CMN | $345K |
SBCSABRA HEALTH CARE REIT, INC. CMN | $344K |
GBILGOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF | $337K |
STZCONSTELLATION BRANDS INC CMN CLASS A | $335K |
EUSBISHARES TRUST - ISHARES ESG AD CMN | $332K |