UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$11.8B
Holdings
1,052
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (1,052 positions)
| Stock | Value |
|---|---|
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $277K |
FTSLFIRST TRUST SENIOR LOAN FUND | $276K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $276K |
DOCUDOCUSIGN, INC. | $276K |
BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF | $275K |
DXJWISDOMTREE JAPAN HEDGED EQUITY FUND | $275K |
CBOECBOE GLOBAL MARKETS INC | $273K |
JEFJEFFERIES FINANCIAL GROUP INC. | $273K |
ARGXARGENX SE ADR | $272K |
ONTOONTO INNOVATION, INC. | $270K |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $270K |
BKLNINVESCO SENIOR LOAN ETF | $270K |
GMABGENMAB A/S SPONSORED ADR | $269K |
BNBROOKFIELD CORPORATION | $269K |
WPPWPP PLC SPONSORED ADR | $266K |
NMRNOMURA HOLDINGS, INC. SPONSORED ADR | $266K |
OKTAOKTA, INC. CLASS A | $265K |
ALLEALLEGION PUBLIC LIMITED COMPANY | $264K |
FJUNFT VEST U.S. EQUITY BUFFER ETF - JUNE | $264K |
BMOBANK OF MONTREAL | $263K |
CBTCABOT CORPORATION | $263K |
IVLUISHARES MSCI INTL VALUE FACTOR ETF | $263K |
BWABORGWARNER INC. | $263K |
BMRNBIOMARIN PHARMACEUTICAL INC. | $263K |
HLALWAHED FTSE USA SHARIAH ETF | $262K |
WTRGESSENTIAL UTILITIES, INC. | $261K |
DJUNFT VEST U.S. EQUITY DEEP BUFFER ETF - JUNE | $261K |
MGMMGM RESORTS INTERNATIONAL | $260K |
PNRPENTAIR PLC | $260K |
OGEOGE ENERGY CORP. | $259K |
CYBRCYBERARK SOFTWARE LTD. | $259K |
ERICTELEFONAKTIEBOLAGET LM ERICSSON SPONSORED ADR CLASS B | $258K |
EWBCEAST WEST BANCORP, INC. | $258K |
RHPRYMAN HOSPITALITY PROPERTIES, INC. | $257K |
CAGCONAGRA BRANDS, INC. | $257K |
AALAMERICAN AIRLINES GROUP INC. | $256K |
IYEISHARES U.S. ENERGY ETF | $255K |
ROLROLLINS, INC. | $254K |
MTARCELORMITTAL SA ADR | $253K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $249K |
WTAIWISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND | $249K |
HEIHEICO CORPORATION | $248K |
PSTGPURE STORAGE, INC. CLASS A | $247K |
TFIITFI INTERNATIONAL INC. | $246K |
BAXBAXTER INTERNATIONAL INC. | $246K |
CCOCAMECO CORPORATION | $246K |
VOOGVANGUARD S&P 500 GROWTH ETF | $246K |
VIOOVANGUARD S&P SMALL-CAP 600 ETF | $246K |
WTWWILLIS TOWERS WATSON PUBLIC LIMITED COMPANY | $246K |
FDECFT VEST US EQUITY BUFFER ETF - DECEMBER | $245K |
GDDYGODADDY, INC. CLASS A | $245K |
WPCW. P. CAREY INC. | $244K |
SJMJ.M. SMUCKER COMPANY | $244K |
EPAMEPAM SYSTEMS, INC. | $242K |
HRLHORMEL FOODS CORPORATION | $241K |
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF | $239K |
TLHISHARES 10-20 YEAR TREASURY BOND ETF | $239K |
TDTORONTO-DOMINION BANK | $239K |
IBTKISHARES IBONDS DEC 2030 TERM TREASURY ETF | $239K |
SNASNAP-ON INCORPORATED | $238K |
ISMDINSPIRE SMALL/MID CAP ETF | $237K |
HUBBHUBBELL INCORPORATED | $237K |
LKQ1LKQ CORPORATION | $237K |
PNFPPINNACLE FINANCIAL PARTNERS, INC. | $236K |
ESSESSEX PROPERTY TRUST, INC. | $234K |
CHWYCHEWY, INC. CLASS A | $233K |
VEEVVEEVA SYSTEMS INC CLASS A | $232K |
FOCTFT VEST U.S. EQUITY BUFFER ETF - OCTOBER | $231K |
RDYDR. REDDY'S LABORATORIES LTD. SPONSORED ADR | $231K |
HOLXHOLOGIC, INC. | $230K |
FYBRFRONTIER COMMUNICATIONS PARENT, INC. | $228K |
IBDXISHARES IBONDS DEC 2032 TERM CORPORATE ETF | $226K |
AITAPPLIED INDUSTRIAL TECHNOLOGIES, INC. | $226K |
SLVISHARES SILVER TRUST | $226K |
NTRNUTRIEN LTD. | $226K |
FOXAFOX CORPORATION CLASS A | $226K |
IBKRINTERACTIVE BROKERS GROUP, INC. CLASS A | $225K |
SCHPSCHWAB US TIPS ETF | $224K |
BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $223K |
PUKNPRUDENTIAL PLC SPONSORED ADR | $223K |
RLRALPH LAUREN CORPORATION CLASS A | $222K |
FWRDUSDFORWARD AIR CORPORATION | $222K |
MOSMOSAIC COMPANY | $220K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $220K |
PSOPEARSON PLC SPONSORED ADR | $219K |
BILLBILL HOLDINGS, INC. | $219K |
IVZINVESCO LTD. | $219K |
KRCKILROY REALTY CORPORATION | $218K |
FEXFIRST TRUST LARGE CAP CORE ALPHADEX FUND | $218K |
RDDTREDDIT, INC. CLASS A | $218K |
CSLCARLISLE COMPANIES INCORPORATED | $217K |
BKHBLACK HILLS CORPORATION | $214K |
WSMWILLIAMS-SONOMA, INC. | $214K |
TSTENARIS S.A. SPONSORED ADR | $213K |
STMSTMICROELECTRONICS NV ADR REGS | $212K |
IBDYISHARES IBONDS DEC 2033 TERM CORPORATE ETF | $211K |
JLLJONES LANG LASALLE INCORPORATED | $210K |
IXORIX CORPORATION SPONSORED ADR | $210K |
SLGSL GREEN REALTY CORP. | $210K |
GGGGRACO INC. | $210K |