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 |
|---|---|
INTAINTAPP INC | $8.0M |
ETNEATON CORP PLC | $8.0M |
BACBANK OF AMERICA CORP | $8.0M |
VTVANGUARD TOTAL WORLD STOCK ETF | $8.0M |
XLFFINANCIAL SELECT SECTOR SPDR F | $8.0M |
SOSOUTHERN CO/THE | $8.0M |
VYMVANGUARD HIGH DIVIDEND YIELD E | $8.0M |
MCDMCDONALD'S CORP | $8.0M |
PLDPROLOGIS INC | $7.0M |
NEENEXTERA ENERGY INC | $7.0M |
GISGENERAL MILLS INC | $7.0M |
COPCONOCOPHILLIPS | $7.0M |
PEYINVESCO HIGH YIELD EQUITY DIVI | $7.0M |
ADIANALOG DEVICES INC | $7.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD | $7.0M |
IYHISHARES U.S. HEALTHCARE ETF | $7.0M |
IYFISHARES U.S. FINANCIALS ETF | $7.0M |
TJXTJX COS INC/THE | $7.0M |
DGROISHARES CORE DIVIDEND GROWTH E | $7.0M |
FQIDIGITAL REALTY TRUST INC | $7.0M |
PXDEURPIONEER NATURAL RESOURCES CO | $7.0M |
ALCALCON INC | $7.0M |
EFAISHARES MSCI EAFE ETF | $6.0M |
RELXRELX PLC | $6.0M |
CMCSACOMCAST CORP | $6.0M |
BXBLACKSTONE INC | $6.0M |
DGRWWISDOMTREE U.S. QUALITY DIVIDE | $6.0M |
IPACISHARES CORE MSCI PACIFIC ETF | $6.0M |
IEFISHARES 7-10 YEAR TREASURY BON | $6.0M |
SHVISHARES SHORT TREASURY BOND ET | $6.0M |
SPYVSPDR PORTFOLIO S&P 500 VALUE E | $6.0M |
FALNISHARES FALLEN ANGELS USD BOND | $6.0M |
8CWCROWN CASTLE INC | $6.0M |
OBDCBLUE OWL CAPITAL CORP | $6.0M |
IHDGWISDOMTREE INTERNATIONAL HEDGE | $6.0M |
TAT&T INC | $6.0M |
DONWISDOMTREE US MIDCAP DIVIDEND | $6.0M |
UPSUNITED PARCEL SERVICE INC | $6.0M |
VEUVANGUARD FTSE ALL-WORLD EX-US | $6.0M |
LAMRLAMAR ADVERTISING CO | $6.0M |
PANWPALO ALTO NETWORKS INC | $6.0M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH | $6.0M |
IEIISHARES 3-7 YEAR TREASURY BOND | $6.0M |
INGING GROEP NV | $6.0M |
CBCHUBB LTD | $6.0M |
VGITVANGUARD INTERMEDIATE-TERM TRE | $6.0M |
WATWATERS CORP | $6.0M |
IBDQISHARES IBONDS DEC 2025 TERM C | $5.0M |
ZTSZOETIS INC | $5.0M |
IBDPISHARES IBONDS DEC 2024 TERM C | $5.0M |
AMATAPPLIED MATERIALS INC | $5.0M |
NTRSNORTHERN TRUST CORP | $5.0M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED | $5.0M |
SUBISHARES SHORT-TERM NATIONAL MU | $5.0M |
AIGAMERICAN INTERNATIONAL GROUP I | $5.0M |
IWBISHARES RUSSELL 1000 ETF | $5.0M |
LINLINDE PLC | $5.0M |
VOVANGUARD MID-CAP ETF | $5.0M |
SNYSANOFI SA | $5.0M |
XLEENERGY SELECT SECTOR SPDR FUND | $5.0M |
PSXPHILLIPS 66 | $5.0M |
GEGENERAL ELECTRIC CO | $5.0M |
HONHONEYWELL INTERNATIONAL INC | $5.0M |
4I1PHILIP MORRIS INTERNATIONAL IN | $5.0M |
TRMBTRIMBLE INC | $5.0M |
GIB/ACGI INC | $5.0M |
BILSPDR BLOOMBERG 1-3 MONTH T-BIL | $5.0M |
LMTLOCKHEED MARTIN CORP | $5.0M |
MARMARRIOTT INTERNATIONAL INC/MD | $5.0M |
SMLFISHARES U.S. SMALL-CAP EQUITY | $4.0M |
FNFFIDELITY NATIONAL FINANCIAL IN | $4.0M |
AQLTISHARES SELECT DIVIDEND ETF | $4.0M |
SDOGALPS SECTOR DIVIDEND DOGS ETF | $4.0M |
CHKPCHECK POINT SOFTWARE TECHNOLOG | $4.0M |
DFUVDIMENSIONAL US MARKETWIDE VALU | $4.0M |
KMXCARMAX INC | $4.0M |
LCTUBLACKROCK U.S. CARBON TRANSITI | $4.0M |
IWRISHARES RUSSELL MID-CAP ETF | $4.0M |
DFUSDIMENSIONAL US EQUITY ETF | $4.0M |
FCXFREEPORT-MCMORAN INC | $4.0M |
VRTXVERTEX PHARMACEUTICALS INC | $4.0M |
PBRPETROLEO BRASILEIRO SA | $4.0M |
SCHESCHWAB EMERGING MARKETS EQUITY | $4.0M |
LMBSFIRST TRUST LOW DURATION OPPOR | $4.0M |
IYCISHARES U.S. CONSUMER DISCRETI | $4.0M |
KMIKINDER MORGAN INC | $4.0M |
SLBSCHLUMBERGER NV | $4.0M |
FTSMFIRST TRUST ENHANCED SHORT MAT | $4.0M |
LNTALLIANT ENERGY CORP | $4.0M |
LULULULULEMON ATHLETICA INC | $4.0M |
DSIISHARES MSCI KLD 400 SOCIAL ET | $4.0M |
AFWALIGN TECHNOLOGY INC | $4.0M |
CSXCSX CORP | $4.0M |
CICIGNA GROUP/THE | $4.0M |
UBERUBER TECHNOLOGIES INC | $4.0M |
RIORIO TINTO PLC | $4.0M |
FISVFISERV INC | $4.0M |
DOVDOVER CORP | $4.0M |
RYROYAL BANK OF CANADA | $4.0M |
RSPINVESCO S&P 500 EQUAL WEIGHT E | $4.0M |