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 |
|---|---|
DDDUPONT DE NEMOURS INC CMN | $4.0M |
MDYSPDR S&P MIDCAP 400 ETF TRUST ETF | $4.0M |
PSXPHILLIPS 66 CMN | $4.0M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $4.0M |
VSSVANGUARD INTL EQUITY IDX FDS FTSE ALL-WORLD EX USA SMALL CAP INDEX (FD ETF SHS) | $4.0M |
AMLPALPS ETF TRUST - ALERIAN MLP E CMN | $4.0M |
NUVNUVEEN MUNICIPAL VALUE FD INC MUTUAL FUND | $4.0M |
XLYSELECT SECTOR SPDR TR - THE CN CMN | $4.0M |
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $4.0M |
SCHESCHWAB EMERGING MKTS EQ ETF ETF | $4.0M |
AYATLANTICA SUSTAINABLE INFRASTR CMN | $4.0M |
AZNASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN | $4.0M |
LQDISHARES IBOXX INVSTMNT GRADE CORPORATE BOND ETF | $4.0M |
NFLXNETFLIX, INC. CMN | $4.0M |
—LABORATORY CORPORATION OF AMER CMN | $3.0M |
PNCPNC FINANCIAL SERVICES GROUP, CMN | $3.0M |
IYJISHARES TRUST - ISHARES U.S. INDUSTRIALS ETF | $3.0M |
FALNISHARES FALLEN ANGELS USD BOND ETF | $3.0M |
BXMTBLACKSTONE MORTGAGE TRUST INC CMN | $3.0M |
SCHMSCHWAB STRATEGIC TRUST - SCHWA CMN | $3.0M |
KHCTHE KRAFT HEINZ CO CMN | $3.0M |
ABALLIANCEBERNSTEIN HOLDING LP CMN | $3.0M |
XRXXEROX HOLDINGS CORP CMN | $3.0M |
AQLTISHARES TRUST - ISHARES IBONDS ETF | $3.0M |
ABNBAIRBNB, INC. CMN CLASS A | $3.0M |
IBMOISHARES TRUST - ISHARES IBONDS CMN | $3.0M |
KMBKIMBERLY-CLARK CORPORATION CMN | $3.0M |
SCHCSCHWAB INTL SMAL-CAP EQ ETF ETF | $3.0M |
IAUISHARES IBONDS DEC 2025 TERM M ETF | $3.0M |
BAMBROOKFIELD ASSET MANAGEMENT LT CMN | $3.0M |
GEGENERAL ELECTRIC COMPANY CMN | $3.0M |
VOEVANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF | $3.0M |
IBDPISHARES IBONDS DEC 2024 TERM CORPORATE ETF | $3.0M |
MMM3M COMPANY CMN | $3.0M |
AQLTISHARES TRUST - ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF | $3.0M |
LNTALLIANT ENERGY CORPORATION CMN | $3.0M |
CWISPDR INDEX SHARES FUNDS - SPDR CMN ETF | $3.0M |
CSXCSX CORPORATION CMN | $3.0M |
NOWSERVICENOW INC CMN | $3.0M |
FDNFIRST TRUST DOW JONES INTERNET ETF | $3.0M |
VIGIVANGUARD INTERNATIONAL DVDND APPRECIATION INDEX FUND ETF | $3.0M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $3.0M |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $3.0M |
FCXFREEPORT-MCMORAN INC CMN | $3.0M |
CFGCITIZENS FINANCIAL GROUP, INC. CMN | $3.0M |
TFISPDR NUVEEN BLOOMBERG MUNICIPA MUTUAL FUND | $3.0M |
FTSLFIRST TRUST SENIOR LOAN ETF | $3.0M |
EEMISHARES MSCI EMERGING MKTS ETF | $3.0M |
DFATDIMENSIONAL ETF TRUST-DIMENSIO CMN CLASS ETF | $3.0M |
VGTVANGUARD INFORMATION TECHNOLOGY INDEX ETF ETF | $3.0M |
KMXCARMAX, INC. CMN | $3.0M |
GBDCGOLUB CAPITAL BDC, INC. MUTUAL FUND | $3.0M |
APTVAPTIV PLC CMN | $3.0M |
FDXFEDEX CORPORATION CMN | $3.0M |
SHELSHELL PLC SPONSORED ADR CMN | $3.0M |
BNDVANGUARD TOTAL BOND MARKET ETF | $3.0M |
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | $3.0M |
QUALISHARES MSCI USA QUALITY FACTO CMN | $2.0M |
IYKISHARES US CONSUMER STAPLES ET ETF | $2.0M |
AFLAFLAC INCORPORATED CMN | $2.0M |
BXSLBLACKSTONE SECURED LENDING FUN MUTUAL FUND | $2.0M |
LVLNSPDR S&P REGIONAL BANKING ETF ETF | $2.0M |
IBMPISHARES TRUST - ISHARES IBONDS ETF | $2.0M |
MCOMOODY'S CORPORATION CMN | $2.0M |
IAUISHARES IBONDS DEC 2023 TERM CORPORATE ETF | $2.0M |
FBTFIRST TRUST NYSE ARCA CMN | $2.0M |
4I1PHILIP MORRIS INTL INC CMN | $2.0M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $2.0M |
CDNSCADENCE DESIGN SYSTEMS INC CMN | $2.0M |
NEARBLACKROCK SHORT MATURITY BOND CMN | $2.0M |
TROWT. ROWE PRICE GROUP, INC. CMN | $2.0M |
CMCSACOMCAST CORPORATION CMN CLASS A VOTING | $2.0M |
APDAIR PRODUCTS & CHEMICALS INC CMN | $2.0M |
PCARPACCAR INC CMN | $2.0M |
HDVISHARES CORE HIGH DIVIDEND ETF | $2.0M |
LHXL3HARRIS TECHNOLOGIES INC CMN | $2.0M |
AKAMAKAMAI TECHNOLOGIES, INC. CMN | $2.0M |
TLTISHARES 20 YEAR TREASURY BOND ETF | $2.0M |
MGVVANGUARD MEGA CAP VALUE ETF VANGUARD MEGA CAP VALUE ETF | $2.0M |
SAPSAP SE (SPON ADR) | $2.0M |
IYGISHARES U.S. FINANCIAL SERVICES ETF | $2.0M |
GDXVANECK GOLD MINERS ETF ETF | $2.0M |
MDBMONGODB, INC. CMN | $2.0M |
DOCSDOXIMITY, INC. CMN | $2.0M |
EWEDWARDS LIFESCIENCES CORPORATI CMN | $2.0M |
MNSTMONSTER BEVERAGE CORPORATION CMN | $2.0M |
AYX 1 08/01/26ALTERYX, INC. 1 08/01/2026 CONV FA | $2.0M |
IGVISHARES EXPANDED TECH -SOFTWARE SECTOR ETF | $2.0M |
PYPLPAYPAL HOLDINGS, INC. CMN | $2.0M |
AMJEURJPMORGAN ALERIAN MLP IDX EXCHANGE-TRADED NOTE | $2.0M |
CICIGNA GROUP/THE CMN | $2.0M |
MGKVANGUARD MEGA CAP GROWTH ETF ETF | $2.0M |
ELESTEE LAUDER COS INC CL-A CMN CLASS A | $2.0M |
BNBROOKFIELD CORPORATION CMN | $2.0M |
CAHCARDINAL HEALTH, INC. CMN | $2.0M |
TIPISHARES TIPS BOND ETF | $2.0M |
SNOWSNOWFLAKE INC. CMN CLASS A | $2.0M |
NXPNUVEEN SELECT TAX FREE INCOME PORTFOLIO SBI | $2.0M |
GNRCGENERAC HOLDINGS INC. CMN | $2.0M |
DYHTARGET CORPORATION CMN | $2.0M |