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 |
|---|---|
AQLTISHARES IBONDS DEC 2025 TERM TREASURY ETF | $3.8M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $3.8M |
KMXCARMAX, INC. | $3.8M |
NSSCNAPCO SECURITY TECHNOLOGIES, INC. | $3.8M |
BSXBOSTON SCIENTIFIC CORPORATION | $3.7M |
LVLNSPDR S&P REGIONAL BANKING ETF | $3.7M |
GISGENERAL MILLS, INC. | $3.7M |
VPLVANGUARD FTSE PACIFIC ETF | $3.6M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $3.6M |
FCXFREEPORT-MCMORAN, INC. | $3.6M |
WSOWATSCO, INC. | $3.6M |
IWBISHARES RUSSELL 1000 ETF | $3.6M |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $3.6M |
AZOAUTOZONE, INC. | $3.6M |
BBVABANCO BILBAO VIZCAYA ARGENTARIA, S.A. SPONSORED ADR | $3.6M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $3.5M |
CICIGNA GROUP | $3.5M |
UBERUBER TECHNOLOGIES, INC. | $3.5M |
SAPSAP SE SPONSORED ADR | $3.5M |
LMTLOCKHEED MARTIN CORPORATION | $3.5M |
TTDTRADE DESK, INC. CLASS A | $3.4M |
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | $3.3M |
GWWW.W. GRAINGER, INC. | $3.3M |
ANETARISTA NETWORKS, INC. | $3.3M |
SNYSANOFI SPONSORED ADR | $3.3M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $3.3M |
BUFRFT VEST LADDERED BUFFER ETF | $3.3M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $3.3M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $3.3M |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $3.2M |
USBU.S. BANCORP | $3.2M |
EQIXEQUINIX, INC. | $3.2M |
AFWALIGN TECHNOLOGY, INC. | $3.2M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $3.2M |
KMBKIMBERLY-CLARK CORPORATION | $3.2M |
IBTGISHARES IBONDS DEC 2026 TERM TREASURY ETF | $3.1M |
MGKVANGUARD MEGA CAP GROWTH ETF | $3.1M |
XLEENERGY SELECT SECTOR SPDR FUND | $3.1M |
MOALTRIA GROUP, INC. | $3.1M |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $3.1M |
ZTSZOETIS, INC. CLASS A | $3.1M |
8CWCROWN CASTLE INC. | $3.0M |
MGVVANGUARD MEGA CAP VALUE ETF | $3.0M |
MNSTMONSTER BEVERAGE CORPORATION | $2.9M |
PYPLPAYPAL HOLDINGS, INC. | $2.9M |
KLACKLA CORPORATION | $2.9M |
MRSHMARSH & MCLENNAN COMPANIES, INC. | $2.9M |
WMWASTE MANAGEMENT, INC. | $2.9M |
AZNASTRAZENECA PLC SPONSORED ADR | $2.9M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $2.9M |
AFLAFLAC INCORPORATED | $2.9M |
KMIKINDER MORGAN INC CLASS P | $2.8M |
INTCINTEL CORPORATION | $2.8M |
SCHWCHARLES SCHWAB CORP | $2.8M |
BXBLACKSTONE INC. | $2.8M |
SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | $2.8M |
HLTHILTON WORLDWIDE HOLDINGS INC. | $2.8M |
DYHTARGET CORPORATION | $2.7M |
MMM3M COMPANY | $2.7M |
FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP | $2.7M |
BRK-BBERKSHIRE HATHAWAY INC. CLASS A | $2.7M |
JPMALERIAN MLP INDEX ETNS DUE JANUARY 28, 2044 | $2.7M |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $2.7M |
SPOTSPOTIFY TECHNOLOGY SA | $2.7M |
PLTRPALANTIR TECHNOLOGIES INC. CLASS A | $2.7M |
GEVGE VERNOVA INC. | $2.7M |
VOTVANGUARD MID-CAP GROWTH ETF | $2.7M |
SCHMSCHWAB U.S. MID-CAP ETF | $2.7M |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2.6M |
TTTRANE TECHNOLOGIES PLC | $2.6M |
WELLWELLTOWER INC. | $2.6M |
DMXFISHARES ESG ADVANCED MSCI EAFE ETF | $2.5M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $2.5M |
PWRQUANTA SERVICES, INC. | $2.5M |
DFSEURDISCOVER FINANCIAL SERVICES | $2.5M |
SDOGALPS SECTOR DIVIDEND DOGS ETF | $2.4M |
MSIMOTOROLA SOLUTIONS, INC. | $2.4M |
PNCPNC FINANCIAL SERVICES GROUP, INC. | $2.4M |
CARRCARRIER GLOBAL CORP. | $2.4M |
BKBANK OF NEW YORK MELLON CORP | $2.4M |
APPAPPLOVIN CORP. CLASS A | $2.4M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $2.4M |
PCARPACCAR INC | $2.4M |
CA8ACACI INTERNATIONAL INC CLASS A | $2.3M |
IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF | $2.3M |
GQ9SPDR GOLD SHARES | $2.3M |
IBMPISHARES IBONDS DEC 2027 TERM MUNI BOND ETF | $2.3M |
COFCAPITAL ONE FINANCIAL CORP | $2.3M |
IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $2.3M |
TRVCCITIGROUP INC. | $2.3M |
OKEONEOK, INC. | $2.3M |
ABNBAIRBNB, INC. CLASS A | $2.3M |
SPGSIMON PROPERTY GROUP, INC. | $2.3M |
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. | $2.3M |
AIGAMERICAN INTERNATIONAL GROUP, INC. | $2.3M |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $2.3M |
IBMQISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | $2.3M |
A4SAMERIPRISE FINANCIAL, INC. | $2.3M |
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | $2.3M |
ELVELEVANCE HEALTH, INC. | $2.2M |