UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$12.1B
Holdings
1,060
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (1,060 positions)
| Stock | Value |
|---|---|
MRKMERCK & CO INC | $26.2M |
ITOTISHARES CORE S&P TOTAL U.S. ST | $25.2M |
SYKSTRYKER CORP | $25.2M |
DEODIAGEO PLC | $25.0M |
BIIBBIOGEN INC | $24.7M |
GILDGILEAD SCIENCES INC | $24.6M |
VBVANGUARD SMALL-CAP ETF | $24.5M |
AXPAMERICAN EXPRESS CO | $24.1M |
CMECME GROUP INC | $23.8M |
IJSISHARES S&P SMALL-CAP 600 VALU | $23.7M |
BLKCHFBLACKROCK INC | $23.5M |
XOMEXXON MOBIL CORP | $22.8M |
TMUST-MOBILE US INC | $22.7M |
LLYELI LILLY & CO | $22.6M |
IJTISHARES S&P SMALL-CAP 600 GROW | $22.0M |
RSGREPUBLIC SERVICES INC | $21.8M |
TSLATESLA INC | $21.7M |
SHYISHARES 1-3 YEAR TREASURY BOND | $21.6M |
OKEONEOK INC | $21.6M |
CHRWCH ROBINSON WORLDWIDE INC | $21.4M |
AJGARTHUR J GALLAGHER & CO | $21.3M |
NDQINVESCO QQQ TRUST SERIES 1 | $21.2M |
ADPAUTOMATIC DATA PROCESSING INC | $20.9M |
SCHBSCHWAB US BROAD MARKET ETF | $20.8M |
CATCATERPILLAR INC | $20.8M |
JJACOBS SOLUTIONS INC | $20.7M |
USMVISHARES MSCI USA MIN VOL FACTO | $19.6M |
SCHZSCHWAB U.S. AGGREGATE BOND ETF | $19.1M |
FSVFIRSTSERVICE CORP | $19.1M |
PHPARKER-HANNIFIN CORP | $18.8M |
ASMLASML HOLDING NV | $18.8M |
NDAQNASDAQ INC | $18.7M |
TSCOTRACTOR SUPPLY CO | $18.6M |
BKNGBOOKING HOLDINGS INC | $18.4M |
POOLPOOL CORP | $18.4M |
VEAVANGUARD FTSE DEVELOPED MARKET | $18.2M |
STESTERIS PLC | $18.0M |
IEURISHARES CORE MSCI EUROPE ETF | $17.8M |
TMOTHERMO FISHER SCIENTIFIC INC | $17.7M |
ACWIISHARES MSCI ACWI ETF | $17.6M |
CITCINTAS CORP | $17.2M |
IWDISHARES RUSSELL 1000 VALUE ETF | $17.0M |
WFCWELLS FARGO & CO | $16.3M |
TSMTAIWAN SEMICONDUCTOR MANUFACTU | $16.3M |
WABWESTINGHOUSE AIR BRAKE TECHNOL | $16.2M |
AMDADVANCED MICRO DEVICES INC | $16.1M |
EMREMERSON ELECTRIC CO | $16.0M |
AMGNAMGEN INC | $15.8M |
JKHYJACK HENRY & ASSOCIATES INC | $15.7M |
IRMIRON MOUNTAIN INC | $15.4M |
SCHASCHWAB US SMALL-CAP ETF | $15.2M |
UNPUNION PACIFIC CORP | $15.1M |
IVEISHARES S&P 500 VALUE ETF | $15.0M |
BALLBALL CORP | $14.9M |
DGDOLLAR GENERAL CORP | $14.0M |
VVVANGUARD LARGE-CAP ETF | $13.8M |
MDLZMONDELEZ INTERNATIONAL INC | $13.8M |
BSJOINVESCO BULLETSHARES 2024 HIGH | $13.5M |
IWVISHARES RUSSELL 3000 ETF | $13.3M |
HYGISHARES IBOXX $ HIGH YIELD COR | $13.2M |
IWMISHARES RUSSELL 2000 ETF | $13.2M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $12.7M |
PFEPFIZER INC | $12.5M |
VCSHVANGUARD SHORT-TERM CORPORATE | $12.4M |
NFLXNETFLIX INC | $12.2M |
IGEBISHARES INVESTMENT GRADE SYSTE | $12.2M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOS | $12.1M |
TAPMOLSON COORS BEVERAGE CO | $12.1M |
IUSVISHARES CORE S&P U.S. VALUE ET | $12.0M |
IBMINTERNATIONAL BUSINESS MACHINE | $11.9M |
IUSGISHARES CORE S&P U.S. GROWTH E | $11.7M |
FERGFERGUSON PLC | $11.7M |
SPABSPDR PORTFOLIO AGGREGATE BOND | $11.7M |
BACVERIZON COMMUNICATIONS INC | $11.6M |
MSCIMSCI INC | $11.2M |
FFIVF5 INC | $11.2M |
TXNTEXAS INSTRUMENTS INC | $11.1M |
SHWSHERWIN-WILLIAMS CO/THE | $10.9M |
INTCINTEL CORP | $10.8M |
XYLXYLEM INC/NY | $10.8M |
VWOVANGUARD FTSE EMERGING MARKETS | $10.7M |
VGSHVANGUARD SHORT-TERM TREASURY E | $10.6M |
EMXCISHARES MSCI EMERGING MARKETS | $10.5M |
NOWSERVICENOW INC | $10.3M |
BABOEING CO/THE | $10.2M |
OTISOTIS WORLDWIDE CORP | $10.1M |
TIPISHARES TIPS BOND ETF | $10.1M |
BMYBRISTOL-MYERS SQUIBB CO | $9.9M |
NOCNORTHROP GRUMMAN CORP | $9.8M |
DESWISDOMTREE US SMALLCAP DIVIDEN | $9.8M |
IFRAISHARES U.S. INFRASTRUCTURE ET | $9.8M |
VIGVANGUARD DIVIDEND APPRECIATION | $9.7M |
IXCISHARES GLOBAL ENERGY ETF | $9.7M |
PAYXPAYCHEX INC | $9.6M |
SPEMSPDR PORTFOLIO EMERGING MARKET | $9.6M |
XLKTECHNOLOGY SELECT SECTOR SPDR | $9.6M |
DHIDR HORTON INC | $9.3M |
EMBISHARES J.P. MORGAN USD EMERGI | $9.3M |
IXUSISHARES CORE MSCI TOTAL INTERN | $9.2M |
FLOTISHARES FLOATING RATE BOND ETF | $9.1M |