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	Shares	Value	% Portfolio
401	FDXFEDEX CORPORATION	7,928	$2.2M	0.02%
402	CWISPDR MSCI ACWI EX-US ETF	79,433	$2.2M	0.02%
403	IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF	92,489	$2.2M	0.02%
404	EEMISHARES MSCI EMERGING MARKETS ETF	51,633	$2.2M	0.02%
405	AMTMAMENTUM HOLDINGS, INC.	102,313	$2.2M	0.02%
406	SNPSSYNOPSYS, INC.	4,405	$2.1M	0.02%
407	ECLECOLAB INC.	9,072	$2.1M	0.02%
408	TRVTRAVELERS COMPANIES, INC.	8,726	$2.1M	0.02%
409	MUMICRON TECHNOLOGY, INC.	24,899	$2.1M	0.02%
410	SHVISHARES SHORT TREASURY BOND ETF	18,749	$2.1M	0.02%
411	ICEINTERCONTINENTAL EXCHANGE, INC.	13,795	$2.1M	0.02%
412	JCIJOHNSON CONTROLS INTERNATIONAL PLC	25,781	$2.0M	0.02%
413	AONAON PLC CLASS A	5,625	$2.0M	0.02%
414	MCKMCKESSON CORPORATION	3,542	$2.0M	0.02%
415	CEGCONSTELLATION ENERGY CORPORATION	8,968	$2.0M	0.02%
416	GSKGSK PLC SPONSORED ADR	58,450	$2.0M	0.02%
417	RPMRPM INTERNATIONAL INC.	15,891	$2.0M	0.02%
418	FITBFIFTH THIRD BANCORP	46,126	$2.0M	0.02%
419	SLBSCHLUMBERGER LIMITED	50,831	$1.9M	0.02%
420	RCLROYAL CARIBBEAN GROUP	8,434	$1.9M	0.02%
421	DDOMINION ENERGY INC	35,883	$1.9M	0.02%
422	MPCMARATHON PETROLEUM CORPORATION	13,772	$1.9M	0.02%
423	CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORPORATION CLASS A	24,944	$1.9M	0.02%
424	IBMRISHARES IBONDS DEC 2029 TERM MUNI BOND ETF	76,363	$1.9M	0.02%
425	RCI/BROGERS COMMUNICATIONS INC. CLASS B	61,874	$1.9M	0.02%
426	LULULULULEMON ATHLETICA INC.	4,968	$1.9M	0.02%
427	LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF	38,683	$1.9M	0.02%
428	URIUNITED RENTALS, INC.	2,672	$1.9M	0.02%
429	PRUPRUDENTIAL FINANCIAL, INC.	15,854	$1.9M	0.02%
430	SYYSYSCO CORPORATION	24,561	$1.9M	0.02%
431	VRTVERTIV HOLDINGS CO. CLASS A	16,434	$1.9M	0.02%
432	ADSKAUTODESK, INC.	6,253	$1.8M	0.02%
433	SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF	74,688	$1.8M	0.02%
434	EWEDWARDS LIFESCIENCES CORPORATION	24,859	$1.8M	0.02%
435	IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF	73,881	$1.8M	0.02%
436	SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF	40,815	$1.8M	0.02%
437	VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF	22,917	$1.8M	0.02%
438	ESGEISHARES ESG AWARE MSCI EM ETF	54,526	$1.8M	0.02%
439	TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF	39,651	$1.8M	0.02%
440	TFCTRUIST FINANCIAL CORPORATION	41,553	$1.8M	0.02%
441	ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF	16,284	$1.8M	0.02%
442	APTVAPTIV PLC	29,340	$1.8M	0.01%
443	NSCNORFOLK SOUTHERN CORPORATION	7,558	$1.8M	0.01%
444	METMETLIFE, INC.	21,409	$1.8M	0.01%
445	CHDCHURCH & DWIGHT CO., INC.	16,734	$1.8M	0.01%
446	IBTHISHARES IBONDS DEC 2027 TERM TREASURY ETF	78,541	$1.7M	0.01%
447	GMGENERAL MOTORS COMPANY	32,676	$1.7M	0.01%
448	AEPAMERICAN ELECTRIC POWER COMPANY, INC.	18,688	$1.7M	0.01%
449	VLOVALERO ENERGY CORPORATION	13,943	$1.7M	0.01%
450	IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF	74,943	$1.7M	0.01%
451	LENLENNAR CORPORATION CLASS A	12,459	$1.7M	0.01%
452	HCAHCA HEALTHCARE INC	5,658	$1.7M	0.01%
453	LHLABCORP HOLDINGS INC.	7,392	$1.7M	0.01%
454	REGNREGENERON PHARMACEUTICALS, INC.	2,370	$1.7M	0.01%
455	DVYEISHARES EMERGING MARKETS DIVIDEND ETF	65,171	$1.7M	0.01%
456	HDVISHARES CORE HIGH DIVIDEND ETF	14,977	$1.7M	0.01%
457	AREALEXANDRIA REAL ESTATE EQUITIES, INC.	17,135	$1.7M	0.01%
458	CMGCHIPOTLE MEXICAN GRILL, INC.	27,449	$1.7M	0.01%
459	EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF	28,114	$1.6M	0.01%
460	LHXL3HARRIS TECHNOLOGIES INC	7,750	$1.6M	0.01%
461	SHELSHELL PLC SPONSORED ADR	25,971	$1.6M	0.01%
462	VPUVANGUARD UTILITIES ETF	9,955	$1.6M	0.01%
463	RFREGIONS FINANCIAL CORPORATION	69,014	$1.6M	0.01%
464	RJFRAYMOND JAMES FINANCIAL, INC.	10,255	$1.6M	0.01%
465	SNOWSNOWFLAKE, INC. CLASS A	10,294	$1.6M	0.01%
466	SHWSHERWIN-WILLIAMS COMPANY	4,644	$1.6M	0.01%
467	FTNTFORTINET, INC.	16,612	$1.6M	0.01%
468	T7DTRANSDIGM GROUP INCORPORATED	1,233	$1.6M	0.01%
469	AOKISHARES CORE CONSERVATIVE ALLOCATION ETF	41,898	$1.6M	0.01%
470	KEYKEYCORP	90,500	$1.6M	0.01%
471	EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF	36,445	$1.5M	0.01%
472	IWOISHARES RUSSELL 2000 GROWTH ETF	5,366	$1.5M	0.01%
473	TMPTOMPKINS FINANCIAL CORPORATION	22,748	$1.5M	0.01%
474	PODDINSULET CORPORATION	5,825	$1.5M	0.01%
475	TMTOYOTA MOTOR CORP. SPONSORED ADR	7,758	$1.5M	0.01%
476	FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF	25,049	$1.5M	0.01%
477	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	26,024	$1.5M	0.01%
478	SCMBSCHWAB MUNICIPAL BOND ETF	58,104	$1.5M	0.01%
479	ALSALLSTATE CORPORATION	7,685	$1.5M	0.01%
480	PTLINSPIRE 500 ETF	6,887	$1.5M	0.01%
481	MCHPMICROCHIP TECHNOLOGY INCORPORATED	25,476	$1.5M	0.01%
482	TBLLINVESCO SHORT TERM TREASURY ETF	13,753	$1.5M	0.01%
483	IBDWISHARES IBONDS DEC 2031 TERM CORPORATE ETF	70,431	$1.4M	0.01%
484	IBTIISHARES IBONDS DEC 2028 TERM TREASURY ETF	65,373	$1.4M	0.01%
485	DDOGDATADOG INC CLASS A	9,978	$1.4M	0.01%
486	ROKROCKWELL AUTOMATION, INC.	4,981	$1.4M	0.01%
487	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	66,310	$1.4M	0.01%
488	ROSTROSS STORES, INC.	9,348	$1.4M	0.01%
489	PSAPUBLIC STORAGE	4,611	$1.4M	0.01%
490	DC4DEXCOM, INC.	17,649	$1.4M	0.01%
491	IBMSISHARES IBONDS DEC 2029 TERM TREASURY ETF	64,060	$1.4M	0.01%
492	XLUUTILITIES SELECT SECTOR SPDR FUND	18,023	$1.4M	0.01%
493	AVUSAVANTIS U.S. EQUITY ETF	14,027	$1.4M	0.01%
494	SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF	28,098	$1.4M	0.01%
495	EXREXTRA SPACE STORAGE INC.	8,953	$1.3M	0.01%
496	HIGHARTFORD FINANCIAL SERVICES GROUP, INC.	12,134	$1.3M	0.01%
497	ABGCENCORA, INC.	5,900	$1.3M	0.01%
498	GSSTGOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF	26,284	$1.3M	0.01%
499	DOCHEALTHPEAK PROPERTIES, INC.	63,953	$1.3M	0.01%
500	SRESEMPRA	14,691	$1.3M	0.01%

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