UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2024 Filing

Filed November 12, 2024

Portfolio Value

$12.1B

Holdings

1,052

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,052 positions)

#	Stock	Shares	Value	% Portfolio
401	GMGENERAL MOTORS COMPANY	32,850	$1.0M	0.01%
402	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	24,691	$1.0M	0.01%
403	AESAES CORPORATION	98,839	$1.0M	0.01%
404	ESEVERSOURCE ENERGY	19,363	$1.0M	0.01%
405	DDDUPONT DE NEMOURS, INC.	14,284	$1.0M	0.01%
406	PHMPULTEGROUP, INC.	8,308	$1.0M	0.01%
407	IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF	66,886	$1.0M	0.01%
408	IFFINTERNATIONAL FLAVORS & FRAGRANCES INC.	10,763	$1.0M	0.01%
409	PODDINSULET CORPORATION	5,859	$1.0M	0.01%
410	SYYSYSCO CORPORATION	24,603	$1.0M	0.01%
411	METMETLIFE, INC.	21,407	$1.0M	0.01%
412	TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF	39,334	$1.0M	0.01%
413	OREALTY INCOME CORPORATION	16,149	$1.0M	0.01%
414	ABGCENCORA, INC.	8,053	$1.0M	0.01%
415	SMFGSUMITOMO MITSUI FINANCIAL GROUP INC SPONSORED ADR	85,733	$1.0M	0.01%
416	SHWSHERWIN-WILLIAMS COMPANY	4,545	$1.0M	0.01%
417	INGING GROEP NV SPONSORED ADR	65,623	$1.0M	0.01%
418	VGKVANGUARD FTSE EUROPE ETF	14,925	$1.0M	0.01%
419	BPBP P.L.C. SPONSORED ADR	45,157	$1.0M	0.01%
420	RCLROYAL CARIBBEAN GROUP	8,594	$1.0M	0.01%
421	IBBISHARES BIOTECHNOLOGY ETF	8,788	$1.0M	0.01%
422	ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF	16,751	$1.0M	0.01%
423	AORISHARES CORE GROWTH ALLOCATION ETF	20,409	$1.0M	0.01%
424	TBLLINVESCO SHORT TERM TREASURY ETF	18,676	$1.0M	0.01%
425	IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF	64,516	$1.0M	0.01%
426	LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF	22,034	$1.0M	0.01%
427	VONVVANGUARD RUSSELL 1000 VALUE ETF	13,429	$1.0M	0.01%
428	PRUPRUDENTIAL FINANCIAL, INC.	16,465	$1.0M	0.01%
429	MDBMONGODB, INC. CLASS A	5,433	$1.0M	0.01%
430	DDOGDATADOG INC CLASS A	9,965	$1.0M	0.01%
431	DVYEISHARES EMERGING MARKETS DIVIDEND ETF	69,594	$1.0M	0.01%
432	HUMHUMANA INC.	5,036	$1.0M	0.01%
433	DOCHEALTHPEAK PROPERTIES, INC.	61,184	$1.0M	0.01%
434	SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	67,417	$1.0M	0.01%
435	NBTBNBT BANCORP INC.	23,157	$1.0M	0.01%
436	IRINGERSOLL RAND INC.	10,650	$1.0M	0.01%
437	KRKROGER CO.	23,556	$1.0M	0.01%
438	ADSKAUTODESK, INC.	6,968	$1.0M	0.01%
439	MRO*MARATHON OIL CORPORATION	43,731	$1.0M	0.01%
440	CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A	24,627	$1.0M	0.01%
441	CHTRCHARTER COMMUNICATIONS, INC. CLASS A	3,547	$1.0M	0.01%
442	XLUUTILITIES SELECT SECTOR SPDR FUND	21,147	$1.0M	0.01%
443	HIGHARTFORD FINANCIAL SERVICES GROUP, INC.	11,973	$1.0M	0.01%
444	TFCTRUIST FINANCIAL CORPORATION	44,351	$1.0M	0.01%
445	USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF	27,152	$1.0M	0.01%
446	SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF	33,940	$1.0M	0.01%
447	CBRECBRE GROUP, INC. CLASS A	9,496	$1.0M	0.01%
448	DFSEURDISCOVER FINANCIAL SERVICES	14,028	$1.0M	0.01%
449	VLOVALERO ENERGY CORPORATION	14,328	$1.0M	0.01%
450	RFREGIONS FINANCIAL CORPORATION	69,349	$1.0M	0.01%
451	IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF	76,900	$1.0M	0.01%
452	MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC. SPONSORED ADR	104,785	$1.0M	0.01%
453	LULULULULEMON ATHLETICA INC.	4,690	$1.0M	0.01%
454	AG8AGILENT TECHNOLOGIES, INC.	7,091	$1.0M	0.01%
455	ROSTROSS STORES, INC.	9,466	$1.0M	0.01%
456	TTENTOTALENERGIES SE SPONSORED ADR	19,640	$1.0M	0.01%
457	FANGDIAMONDBACK ENERGY, INC.	7,008	$1.0M	0.01%
458	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	64,011	$1.0M	0.01%
459	GSSTGOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF	25,339	$1.0M	0.01%
460	VRTVERTIV HOLDINGS CO. CLASS A	10,655	$1.0M	0.01%
461	SRCLSTERICYCLE, INC.	23,925	$1.0M	0.01%
462	ACGLARCH CAPITAL GROUP LTD.	11,892	$1.0M	0.01%
463	HALHALLIBURTON COMPANY	39,172	$1.0M	0.01%
464	RMERESMED INC.	5,459	$1.0M	0.01%
465	KEYKEYCORP	91,498	$1.0M	0.01%
466	FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF	27,556	$1.0M	0.01%
467	IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF	53,401	$1.0M	0.01%
468	HBC2HSBC HOLDINGS PLC SPONSORED ADR	22,987	$1.0M	0.01%
469	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	12,714	$1.0M	0.01%
470	DOWDOW, INC.	24,439	$1.0M	0.01%
471	MAAMID-AMERICA APARTMENT COMMUNITIES, INC.	6,367	$1.0M	0.01%
472	IWSISHARES RUSSELL MID-CAP VALUE ETF	9,046	$1.0M	0.01%
473	RJFRAYMOND JAMES FINANCIAL, INC.	10,337	$1.0M	0.01%
474	PEGPUBLIC SERVICE ENTERPRISE GROUP INC	12,909	$1.0M	0.01%
475	FTNTFORTINET, INC.	16,947	$1.0M	0.01%
476	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	28,200	$1.0M	0.01%
477	RPMRPM INTERNATIONAL INC.	15,483	$1.0M	0.01%
478	PSAPUBLIC STORAGE	5,157	$1.0M	0.01%
479	TMPTOMPKINS FINANCIAL CORPORATION	24,880	$1.0M	0.01%
480	YUMYUM! BRANDS, INC.	11,173	$1.0M	0.01%
481	OXYOCCIDENTAL PETROLEUM CORPORATION	21,606	$1.0M	0.01%
482	BXPBXP INC	12,766	$1.0M	0.01%
483	IWOISHARES RUSSELL 2000 GROWTH ETF	6,022	$1.0M	0.01%
484	BF/BBROWN-FORMAN CORPORATION CLASS B	31,325	$1.0M	0.01%
485	NEARISHARES SHORT DURATION BOND ACTIVE ETF	25,037	$1.0M	0.01%
486	EFXEQUIFAX INC.	3,960	$1.0M	0.01%
487	STZCONSTELLATION BRANDS, INC. CLASS A	4,495	$1.0M	0.01%
488	TMTOYOTA MOTOR CORP. SPONSORED ADR	7,235	$1.0M	0.01%
489	SHELSHELL PLC SPONSORED ADR	28,769	$1.0M	0.01%
490	MCKMCKESSON CORPORATION	3,393	$1.0M	0.01%
491	XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND	6,518	$1.0M	0.01%
492	GEHCGE HEALTHCARE TECHNOLOGIES INC.	12,801	$1.0M	0.01%
493	7HPHP INC.	31,064	$1.0M	0.01%
494	DALDELTA AIR LINES, INC.	20,402	$1.0M	0.01%
495	CHDCHURCH & DWIGHT CO., INC.	16,908	$1.0M	0.01%
496	AVBAVALONBAY COMMUNITIES, INC.	4,574	$1.0M	0.01%
497	NEMNEWMONT CORPORATION	22,574	$1.0M	0.01%
498	HDVISHARES CORE HIGH DIVIDEND ETF	15,264	$1.0M	0.01%
499	XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF	17,943	$1.0M	0.01%
500	EXREXTRA SPACE STORAGE INC.	9,787	$1.0M	0.01%

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