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 |
|---|---|
FBINFORTUNE BRANDS INNOVATIONS INC | $751K |
IJJISHARES S&P MID-CAP 400 VALUE | $750K |
VENVENTAS INC | $749K |
KDPKEURIG DR PEPPER INC | $749K |
IYY*ISHARES DOW JONES U.S. ETF | $745K |
NXPINXP SEMICONDUCTORS NV | $745K |
DRIDARDEN RESTAURANTS INC | $732K |
WBDWARNER BROS DISCOVERY INC | $732K |
SONSONOCO PRODUCTS CO | $731K |
OMCOMNICOM GROUP INC | $722K |
BAMBROOKFIELD ASSET MANAGEMENT LT | $722K |
BAXBAXTER INTERNATIONAL INC | $719K |
SUISUN COMMUNITIES INC | $719K |
CDWCDW CORP/DE | $712K |
MTDMETTLER-TOLEDO INTERNATIONAL I | $709K |
HPEHEWLETT PACKARD ENTERPRISE CO | $705K |
BRBRBELLRING BRANDS INC | $699K |
YUMCYUM CHINA HOLDINGS INC | $697K |
FASTFASTENAL CO | $691K |
SPSMSPDR PORTFOLIO S&P 600 SMALL C | $690K |
FDNFIRST TRUST DOW JONES INTERNET | $689K |
VRSKVERISK ANALYTICS INC | $686K |
VCLTVANGUARD LONG-TERM CORPORATE B | $680K |
NEMNEWMONT CORP | $679K |
SHOPSHOPIFY INC | $678K |
PG4PRINCIPAL FINANCIAL GROUP INC | $675K |
INVHINVITATION HOMES INC | $675K |
COINCOINBASE GLOBAL INC | $674K |
WECWEC ENERGY GROUP INC | $674K |
TXTTEXTRON INC | $671K |
STMSTMICROELECTRONICS NV | $671K |
CNRCANADIAN NATIONAL RAILWAY CO | $662K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $662K |
MASMASCO CORP | $656K |
LYBLYONDELLBASELL INDUSTRIES NV | $656K |
VDCVANGUARD CONSUMER STAPLES ETF | $653K |
BUDANHEUSER-BUSCH INBEV SA/NV | $647K |
LNCLINCOLN NATIONAL CORP | $645K |
AWCAMERICAN WATER WORKS CO INC | $642K |
PODDINSULET CORP | $641K |
XYZBLOCK INC | $640K |
CASHPATHWARD FINANCIAL INC | $636K |
ROKROCKWELL AUTOMATION INC | $636K |
EMNEASTMAN CHEMICAL CO | $635K |
IYEISHARES U.S. ENERGY ETF | $635K |
STLDSTEEL DYNAMICS INC | $634K |
EXPDEXPEDITORS INTERNATIONAL OF WA | $632K |
EQREQUITY RESIDENTIAL | $632K |
ETRENTERGY CORP | $623K |
CSGPCOSTAR GROUP INC | $622K |
MCXMCCORMICK & CO INC/MD | $618K |
SSNCSS&C TECHNOLOGIES HOLDINGS INC | $609K |
DTEDTE ENERGY CO | $609K |
ACMAECOM | $606K |
DLTRDOLLAR TREE INC | $605K |
AKXANSYS INC | $604K |
BKRBAKER HUGHES CO | $602K |
EAELECTRONIC ARTS INC | $596K |
VDEVANGUARD ENERGY ETF | $591K |
VLUEISHARES MSCI USA VALUE FACTOR | $590K |
STXSEAGATE TECHNOLOGY HOLDINGS PL | $583K |
ICVTISHARES CONVERTIBLE BOND ETF | $581K |
SCHPSCHWAB US TIPS ETF | $577K |
VONVVANGUARD RUSSELL 1000 VALUE | $572K |
GPNGLOBAL PAYMENTS INC | $570K |
HSYHERSHEY CO/THE | $566K |
RWXSPDR DOW JONES INTERNATIONAL R | $565K |
FTCSFIRST TRUST CAPITAL STRENGTH E | $564K |
AWMSKYWORKS SOLUTIONS INC | $561K |
ICLRICON PLC | $559K |
ALLYALLY FINANCIAL INC | $556K |
AVYAVERY DENNISON CORP | $554K |
FVDFIRST TRUST VALUE LINE DIVIDEN | $553K |
IYJISHARES U.S. INDUSTRIALS ETF | $551K |
SCCOSOUTHERN COPPER CORP | $546K |
NVRNVR INC | $546K |
MTBM&T BANK CORP | $545K |
PCGPG&E CORP | $544K |
ZIONZIONS BANCORP NA | $544K |
NSYNICE LTD | $542K |
WFC 7.5 PERP LWFC 7 1/2 PERP | $538K |
APOAPOLLO GLOBAL MANAGEMENT INC | $535K |
SANBANCO SANTANDER SA | $535K |
ACGLARCH CAPITAL GROUP LTD | $534K |
POSTPOST HOLDINGS INC | $533K |
EMHYISHARES J.P. MORGAN EM HIGH YI | $522K |
BMTABRITISH AMERICAN TOBACCO PLC | $520K |
ESSESSEX PROPERTY TRUST INC | $518K |
DVADAVITA INC | $518K |
DGSWISDOM TREE TRUST - WISDOMTREE | $517K |
BBVABANCO BILBAO VIZCAYA ARGENTARI | $517K |
TRGPTARGA RESOURCES CORP | $514K |
VMCVULCAN MATERIALS CO | $514K |
WRKUSDWESTROCK CO | $509K |
TPLTEXAS PACIFIC LAND CORP | $509K |
IBDYISHARES IBONDS DEC 2033 TERM C | $508K |
MRVLMARVELL TECHNOLOGY INC | $502K |
IJKISHARES S&P MID-CAP 400 GROWTH | $501K |
GWXSPDR S&P INTERNATIONAL SMALL C | $500K |
AMXAMERICA MOVIL SAB DE CV | $499K |