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 |
|---|---|
NEENEXTERA ENERGY, INC. | $8.5M |
MCDMCDONALD'S CORPORATION | $8.2M |
TAT&T INC. | $8.2M |
PANWPALO ALTO NETWORKS, INC. | $8.1M |
PAYXPAYCHEX, INC. | $8.0M |
FLOTISHARES FLOATING RATE BOND ETF | $8.0M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $7.8M |
BSJQINVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $7.8M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $7.7M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $7.6M |
NVSNNOVARTIS AG SPONSORED ADR | $7.6M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $7.6M |
BABOEING COMPANY | $7.6M |
ESGUISHARES ESG AWARE MSCI USA ETF | $7.4M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $7.0M |
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF | $7.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.8M |
GEGE AEROSPACE | $6.7M |
TJXTJX COMPANIES INC | $6.7M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $6.7M |
ICVTISHARES CONVERTIBLE BOND ETF | $6.6M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $6.6M |
SOSOUTHERN COMPANY | $6.6M |
HDBHDFC BANK LIMITED SPONSORED ADR | $6.6M |
IYHISHARES U.S. HEALTHCARE ETF | $6.5M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $6.5M |
OEFISHARES S&P 100 ETF | $6.4M |
EFAISHARES MSCI EAFE ETF | $6.4M |
RELXRELX PLC SPONSORED ADR | $6.2M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $6.2M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $6.2M |
FALNISHARES FALLEN ANGELS USD BOND ETF | $6.1M |
FISVFISERV, INC. | $6.0M |
COPCONOCOPHILLIPS | $6.0M |
TRMBTRIMBLE INC. | $6.0M |
VOVANGUARD MID-CAP ETF | $6.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $5.9M |
ORLYO'REILLY AUTOMOTIVE, INC. | $5.9M |
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | $5.8M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $5.8M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $5.7M |
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $5.7M |
IPACISHARES CORE MSCI PACIFIC ETF | $5.7M |
PLDPROLOGIS, INC. | $5.6M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $5.5M |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $5.5M |
NOCNORTHROP GRUMMAN CORP. | $5.5M |
HONHONEYWELL INTERNATIONAL INC. | $5.4M |
FQIDIGITAL REALTY TRUST, INC. | $5.4M |
IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $5.4M |
LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | $5.3M |
LRCXLAM RESEARCH CORPORATION | $5.3M |
IWRISHARES RUSSELL MIDCAP ETF | $5.2M |
AQLTISHARES SELECT DIVIDEND ETF | $5.2M |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $5.2M |
PWBINVESCO LARGE CAP GROWTH ETF | $5.2M |
CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A | $5.1M |
OBDCBLUE OWL CAPITAL CORPORATION | $5.1M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $5.0M |
DWDMORGAN STANLEY | $5.0M |
QCRHQCR HOLDINGS, INC. | $5.0M |
LINLINDE PLC | $5.0M |
PFEPFIZER INC. | $5.0M |
LNTALLIANT ENERGY CORPORATION | $4.9M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $4.9M |
RYROYAL BANK OF CANADA | $4.8M |
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $4.8M |
DHID.R. HORTON, INC. | $4.7M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $4.6M |
DUKDUKE ENERGY CORPORATION | $4.6M |
VRTXVERTEX PHARMACEUTICALS INCORPORATED | $4.6M |
PGRPROGRESSIVE CORPORATION | $4.6M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $4.5M |
AMATAPPLIED MATERIALS, INC. | $4.5M |
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $4.5M |
USXFISHARES ESG ADVANCED MSCI USA ETF | $4.4M |
GIB/ACGI INC. CLASS A | $4.4M |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $4.4M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $4.4M |
CMCSACOMCAST CORPORATION CLASS A | $4.4M |
DOVDOVER CORPORATION | $4.4M |
EOGEOG RESOURCES, INC. | $4.4M |
MORNMORNINGSTAR, INC. | $4.4M |
SOXXISHARES SEMICONDUCTOR ETF | $4.3M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $4.3M |
NTRSNORTHERN TRUST CORPORATION | $4.3M |
CSXCSX CORPORATION | $4.2M |
CDNSCADENCE DESIGN SYSTEMS, INC. | $4.2M |
AMLPALERIAN MLP ETF | $4.1M |
CBCHUBB LIMITED | $4.1M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $4.1M |
BDXBECTON, DICKINSON AND COMPANY | $4.1M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $4.0M |
WATWATERS CORPORATION | $4.0M |
GSGOLDMAN SACHS GROUP, INC. | $4.0M |
PSXPHILLIPS 66 | $4.0M |
MCOMOODY'S CORPORATION | $3.9M |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $3.9M |
CASYCASEY'S GENERAL STORES, INC. | $3.8M |
AQLTISHARES IBONDS DEC 2025 TERM TREASURY ETF | $3.8M |