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 |
|---|---|
BKNGBOOKING HOLDINGS INC. | $22.6M |
ITWILLINOIS TOOL WORKS INC. | $22.6M |
AMTAMERICAN TOWER CORPORATION | $22.4M |
IJSISHARES S&P SMALL-CAP 600 VALUE ETF | $22.2M |
NFLXNETFLIX, INC. | $21.1M |
ASMLASML HOLDING NV ADR | $20.9M |
ROPROPER TECHNOLOGIES, INC. | $20.6M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $20.6M |
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF | $20.5M |
PHPARKER-HANNIFIN CORPORATION | $20.4M |
NDAQNASDAQ, INC. | $20.2M |
SYKSTRYKER CORPORATION | $19.8M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $19.4M |
IRMIRON MOUNTAIN, INC. | $19.2M |
CHRWC.H. ROBINSON WORLDWIDE, INC. | $19.0M |
GILDGILEAD SCIENCES, INC. | $18.8M |
ADPAUTOMATIC DATA PROCESSING, INC. | $18.3M |
IWDISHARES RUSSELL 1000 VALUE ETF | $18.2M |
CATCATERPILLAR INC. | $18.1M |
CMECME GROUP INC. CLASS A | $18.0M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $18.0M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $17.9M |
SCHZSCHWAB US AGGREGATE BOND ETF | $17.9M |
BLKBLACKROCK, INC. | $17.9M |
JJACOBS SOLUTIONS INC. | $17.7M |
NKENIKE, INC. CLASS B | $17.5M |
APHAMPHENOL CORPORATION CLASS A | $17.5M |
ACWIISHARES MSCI ACWI ETF | $17.4M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $17.0M |
TRITHOMSON REUTERS CORPORATION | $16.8M |
AJGARTHUR J. GALLAGHER & CO. | $16.5M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR | $16.2M |
VVVANGUARD LARGE-CAP ETF | $15.7M |
KNSLKINSALE CAPITAL GROUP, INC. | $15.5M |
IWVISHARES RUSSELL 3000 ETF | $15.2M |
IEURISHARES CORE MSCI EUROPE ETF | $15.2M |
AMGNAMGEN INC. | $15.1M |
MRKMERCK & CO., INC. | $14.9M |
EMREMERSON ELECTRIC CO. | $14.9M |
NOWSERVICENOW, INC. | $14.7M |
WFCWELLS FARGO & COMPANY | $14.5M |
TMOTHERMO FISHER SCIENTIFIC INC. | $14.3M |
DEODIAGEO PLC SPONSORED ADR | $14.3M |
TSCOTRACTOR SUPPLY COMPANY | $14.3M |
XLVHEALTH CARE SELECT SECTOR SPDR FUND | $14.1M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $13.5M |
CITCINTAS CORPORATION | $13.3M |
FFIVF5, INC. | $13.2M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $13.1M |
IWMISHARES RUSSELL 2000 ETF | $13.0M |
FSVFIRSTSERVICE CORP | $13.0M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $12.5M |
ADIANALOG DEVICES, INC. | $12.5M |
BALLBALL CORPORATION | $12.5M |
ETNEATON CORP. PLC | $12.4M |
WDAYWORKDAY, INC. CLASS A | $12.4M |
POOLPOOL CORPORATION | $12.3M |
BSJPINVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF | $12.1M |
ODFLOLD DOMINION FREIGHT LINE, INC. | $12.0M |
BNLBROADSTONE NET LEASE, INC. | $12.0M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $11.6M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $11.5M |
RSGREPUBLIC SERVICES, INC. | $11.4M |
IGEBISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $11.2M |
IUSVISHARES CORE S&P US VALUE ETF | $11.2M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $11.1M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.0M |
IAU*ISHARES GOLD TRUST | $10.9M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $10.8M |
MSCIMSCI INC. CLASS A | $10.7M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $10.2M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $10.2M |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $10.1M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $10.0M |
AMDADVANCED MICRO DEVICES, INC. | $9.8M |
TFLOISHARES TREASURY FLOATING RATE BOND ETF | $9.8M |
UNPUNION PACIFIC CORPORATION | $9.7M |
FERGFERGUSON ENTERPRISES INC. | $9.7M |
BACBANK OF AMERICA CORP | $9.7M |
VTVANGUARD TOTAL WORLD STOCK ETF | $9.7M |
BACVERIZON COMMUNICATIONS INC. | $9.5M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $9.5M |
CLCOLGATE-PALMOLIVE COMPANY | $9.4M |
CRAICRA INTERNATIONAL, INC. | $9.4M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $9.3M |
KOCOCA-COLA COMPANY | $9.2M |
TXNTEXAS INSTRUMENTS INCORPORATED | $9.2M |
IYFISHARES U.S. FINANCIALS ETF | $9.1M |
SCHASCHWAB U.S. SMALL-CAP ETF | $9.1M |
STESTERIS PLC | $9.1M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $9.0M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $9.0M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $9.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $9.0M |
XYLXYLEM INC. | $9.0M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $8.9M |
OTISOTIS WORLDWIDE CORPORATION | $8.8M |
ITGARTNER, INC. | $8.8M |
JKHYJACK HENRY & ASSOCIATES, INC. | $8.7M |
ALCALCON AG | $8.5M |