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 |
|---|---|
DOXAMDOCS LIMITED | $209K |
DTMDT MIDSTREAM, INC. | $209K |
PVHPVH CORP. | $209K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $208K |
PRMBPRIMO BRANDS CORPORATION CLASS A | $208K |
EX9EXELIXIS, INC. | $207K |
HASHASBRO, INC. | $205K |
HIIHUNTINGTON INGALLS INDUSTRIES, INC. | $204K |
EXASEXACT SCIENCES CORPORATION | $204K |
TMHCTAYLOR MORRISON HOME CORPORATION | $203K |
YUMCYUM CHINA HOLDINGS, INC. | $203K |
SWSMURFIT WESTROCK PLC | $202K |
TCBITEXAS CAPITAL BANCSHARES, INC. | $202K |
UUNITY SOFTWARE, INC. | $202K |
PDIPIMCO DYNAMIC INCOME FUND | $202K |
RBLXROBLOX CORP. CLASS A | $201K |
TDSTELEPHONE AND DATA SYSTEMS, INC. | $201K |
BUWABIO-RAD LABORATORIES, INC. CLASS A | $201K |
STLASTELLANTIS N.V. | $192K |
UGUNITED-GUARDIAN, INC. | $192K |
CSQCALAMOS STRATEGIC TOTAL RETURN FUND | $189K |
CIONCION INVESTMENT CORP. | $187K |
KGCKINROSS GOLD CORPORATION | $183K |
AEGAEGON LTD. SPONSORED ADR | $174K |
BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $171K |
DNPDNP SELECT INCOME FUND INC | $166K |
NOKNOKIA OYJ SPONSORED ADR | $156K |
PATHUIPATH, INC. CLASS A | $156K |
AMCRAMCOR PLC | $155K |
PGXINVESCO PREFERRED ETF | $136K |
CWKCUSHMAN & WAKEFIELD PLC | $134K |
CORZWCORE SCIENTIFIC INC WARRANT 2024-19.01.27 ON CORE SCIENTIFIC | $132K |
VODVODAFONE GROUP PLC SPONSORED ADR | $131K |
ASXASE TECHNOLOGY HOLDING CO., LTD. SPONSORED ADR | $124K |
PTONPELOTON INTERACTIVE, INC. CLASS A | $124K |
TELFYTELEFONICA SA SPONSORED ADR | $121K |
NUNU HOLDINGS LTD. CLASS A | $116K |
TKCTURKCELL ILETISIM HIZMETLERI A.S. SPONSORED ADR | $109K |
ITUBITAU UNIBANCO HOLDING S.A. SPONSORED ADR PFD | $104K |
AJXRITHM PROPERTY TRUST INC | $89K |
UMCUNITED MICROELECTRONICS CORP. SPONSORED ADR | $84K |
GRFSGRIFOLS, S.A. SPONSORED ADR CLASS B | $79K |
—ARCADIUM LITHIUM PLC | $78K |
SBSWSIBANYE STILLWATER LIMITED SPONSORED ADR | $65K |
IGRCBRE GLOBAL REAL ESTATE INCOME FUND | $50K |
PACBPACIFIC BIOSCIENCES OF CALIFORNIA, INC. | $45K |
NOTVINOTIV, INC. | $41K |
MPTMEDICAL PROPERTIES TRUST, INC. | $41K |
LDILOANDEPOT, INC. CLASS A | $38K |
BBDBANCO BRADESCO S.A. SPONSORED ADR PFD | $35K |
DOUGDOUGLAS ELLIMAN INC. | $33K |
ABEVAMBEV SA SPONSORED ADR | $30K |
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