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 |
|---|---|
VRTVERTIV HOLDINGS CO | $340K |
NGGNATIONAL GRID PLC | $340K |
TECHBIO-TECHNE CORP | $339K |
HEIHEICO CORP | $339K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE | $337K |
JBHTJB HUNT TRANSPORT SERVICES INC | $336K |
SLQDISHARES 0-5 YEAR INVESTMENT GR | $335K |
SCZISHARES MSCI EAFE SMALL-CAP ET | $334K |
AIZASSURANT INC | $332K |
AOMISHARES CORE MODERATE ALLOCATI | $331K |
LYGLLOYDS BANKING GROUP PLC | $330K |
EVRGEVERGY INC | $328K |
JEPIJPMORGAN EQUITY PREMIUM INCOME | $328K |
RGAREINSURANCE GROUP OF AMERICA I | $327K |
TDYTELEDYNE TECHNOLOGIES INC | $326K |
TFXTELEFLEX INC | $324K |
WRBW R BERKLEY CORP | $324K |
NETCLOUDFLARE INC | $322K |
TERTERADYNE INC | $322K |
VRPINVESCO VARIABLE RATE PREFERRE | $321K |
COOCOOPER COS INC/THE | $321K |
IHGINTERCONTINENTAL HOTELS GROUP | $321K |
AEEAMEREN CORP | $316K |
OGEOGE ENERGY CORP | $316K |
FICOFAIR ISAAC CORP | $314K |
TPRTAPESTRY INC | $313K |
DELLDELL TECHNOLOGIES INC | $311K |
PPLPPL CORP | $311K |
PINSPINTEREST INC | $309K |
INFYINFOSYS LTD | $308K |
BCSBARCLAYS PLC | $307K |
BMOBANK OF MONTREAL | $307K |
IGEISHARES NORTH AMERICAN NATURAL | $305K |
REEVEREST GROUP LTD | $305K |
MOHMOLINA HEALTHCARE INC | $305K |
DDOGDATADOG INC | $305K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $303K |
GRMNGARMIN LTD | $303K |
UBSIUNITED BANKSHARES INC/WV | $301K |
MSFTMICROSOFT CORP | $300K |
PUKNPRUDENTIAL PLC | $300K |
IBTEISHARES IBONDS DEC 2024 TERM T | $299K |
BENFRANKLIN RESOURCES INC | $297K |
TOLTOLL BROTHERS INC | $297K |
SLVISHARES SILVER TRUST | $297K |
WHWYNDHAM HOTELS & RESORTS INC | $297K |
SCHHSCHWAB U.S. REIT ETF | $296K |
OCOWENS CORNING | $296K |
WPPWPP PLC | $296K |
CINFCINCINNATI FINANCIAL CORP | $295K |
DLNWISDOMTREE US LARGECAP DIVIDEN | $295K |
AVDEAVANTIS INTERNATIONAL EQUITY E | $295K |
VOOGVANGUARD S&P 500 GROWTH ETF | $295K |
REGREGENCY CENTERS CORP | $295K |
FT2FIRST HORIZON CORP | $295K |
MBLYMOBILEYE GLOBAL INC | $293K |
ESMLISHARES ESG AWARE MSCI USA SMA | $292K |
HOLXHOLOGIC INC | $290K |
ETSYETSY INC | $289K |
VTHRVANGUARD RUSSELL 3000 | $289K |
ONTOONTO INNOVATION INC | $288K |
OKTAOKTA INC | $288K |
AGCOAGCO CORP | $288K |
ITTITT INC | $288K |
IVZINVESCO LTD | $287K |
SPLKCHFSPLUNK INC | $285K |
VRSNVERISIGN INC | $285K |
HLNHALEON PLC | $285K |
RWRSPDR DOW JONES REIT ETF | $285K |
AVBAVALONBAY COMMUNITIES INC | $284K |
PKXPOSCO HOLDINGS INC | $281K |
BMRNBIOMARIN PHARMACEUTICAL INC | $279K |
DOCSDOXIMITY INC | $278K |
CPCANADIAN PACIFIC KANSAS CITY L | $277K |
VNOVORNADO REALTY TRUST | $275K |
SHGSHINHAN FINANCIAL GROUP CO LTD | $273K |
KRCKILROY REALTY CORP | $271K |
BNBROOKFIELD CORP | $270K |
SAIASAIA INC | $270K |
CHTCHUNGHWA TELECOM CO LTD | $270K |
HOMBHOME BANCSHARES INC/AR | $270K |
SFNCSIMMONS FIRST NATIONAL CORP | $270K |
AOSA O SMITH CORP | $269K |
RGENREPLIGEN CORP | $269K |
CWENCLEARWAY ENERGY INC | $269K |
BGBUNGE LTD | $267K |
IBTXUSDINDEPENDENT BANK GROUP INC | $267K |
SMCIUSDSUPER MICRO COMPUTER INC | $266K |
KBIAKB FINANCIAL GROUP INC | $266K |
DKSDICK'S SPORTING GOODS INC | $265K |
CAGCONAGRA BRANDS INC | $264K |
VTIPVANGUARD SHORT-TERM INFLATION- | $264K |
EPAMEPAM SYSTEMS INC | $264K |
QTECFIRST TRUST NASDAQ-100 TECHNOL | $263K |
PVHPVH CORP | $261K |
PKNREVVITY INC | $261K |
ROLROLLINS INC | $261K |
VSGXVANGUARD ESG INTERNATIONAL STO | $257K |
INTCINTEL CORP | $256K |
RIVNRIVIAN AUTOMOTIVE INC | $256K |