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 |
|---|---|
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $1.3M |
YUMYUM! BRANDS, INC. | $1.3M |
SONYSONY GROUP CORPORATION SPONSORED ADR | $1.3M |
CBRECBRE GROUP, INC. CLASS A | $1.3M |
SMFGSUMITOMO MITSUI FINANCIAL GROUP INC SPONSORED ADR | $1.3M |
CHTRCHARTER COMMUNICATIONS, INC. CLASS A | $1.3M |
CVSCVS HEALTH CORPORATION | $1.2M |
MUFGMITSUBISHI UFJ FINANCIAL GROUP, INC. SPONSORED ADR | $1.2M |
KRKROGER CO. | $1.2M |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $1.2M |
AORISHARES CORE GROWTH ALLOCATION ETF | $1.2M |
XELXCEL ENERGY INC. | $1.2M |
RMERESMED INC. | $1.2M |
SHOPSHOPIFY, INC. CLASS A | $1.2M |
DALDELTA AIR LINES, INC. | $1.2M |
FANGDIAMONDBACK ENERGY, INC. | $1.2M |
BPBP P.L.C. SPONSORED ADR | $1.1M |
KVUEKENVUE, INC. | $1.1M |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $1.1M |
BNDVANGUARD TOTAL BOND MARKET ETF | $1.1M |
HBC2HSBC HOLDINGS PLC SPONSORED ADR | $1.1M |
PEGPUBLIC SERVICE ENTERPRISE GROUP INC | $1.1M |
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF | $1.1M |
ACGLARCH CAPITAL GROUP LTD. | $1.1M |
WMBWILLIAMS COMPANIES, INC. | $1.1M |
BIBLINSPIRE 100 ETF | $1.1M |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $1.1M |
WSTWEST PHARMACEUTICAL SERVICES, INC. | $1.1M |
MLB1MERCADOLIBRE, INC. | $1.1M |
OXYOCCIDENTAL PETROLEUM CORPORATION | $1.1M |
VONVVANGUARD RUSSELL 1000 VALUE ETF | $1.1M |
MRVLMARVELL TECHNOLOGY, INC. | $1.1M |
EFXEQUIFAX INC. | $1.1M |
COINCOINBASE GLOBAL, INC. CLASS A | $1.1M |
DDDUPONT DE NEMOURS, INC. | $1.0M |
IBBISHARES BIOTECHNOLOGY ETF | $1.0M |
STTSTATE STREET CORPORATION | $1.0M |
HWMHOWMET AEROSPACE INC. | $1.0M |
TTENTOTALENERGIES SE SPONSORED ADR | $1.0M |
LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF | $1.0M |
AESAES CORPORATION | $1.0M |
IDXXIDEXX LABORATORIES, INC. | $1.0M |
HALHALLIBURTON COMPANY | $1.0M |
BXPBXP INC | $998K |
PAYCPAYCOM SOFTWARE, INC. | $997K |
CMICUMMINS INC. | $995K |
AOAISHARES CORE AGGRESSIVE ALLOCATION ETF | $993K |
MLMMARTIN MARIETTA MATERIALS, INC. | $989K |
PPGPPG INDUSTRIES, INC. | $979K |
FASTFASTENAL COMPANY | $976K |
INGING GROEP NV SPONSORED ADR | $975K |
AVBAVALONBAY COMMUNITIES, INC. | $973K |
ETRENTERGY CORPORATION | $970K |
IRINGERSOLL RAND INC. | $968K |
FLUTFLUTTER ENTERTAINMENT PLC | $962K |
CMACOMERICA INCORPORATED | $960K |
MAAMID-AMERICA APARTMENT COMMUNITIES, INC. | $947K |
UALUNITED AIRLINES HOLDINGS, INC. | $946K |
VGKVANGUARD FTSE EUROPE ETF | $935K |
TROWT. ROWE PRICE GROUP | $934K |
HBANHUNTINGTON BANCSHARES INCORPORATED | $928K |
ELESTEE LAUDER COMPANIES INC. CLASS A | $928K |
CTVACORTEVA INC | $927K |
ESEVERSOURCE ENERGY | $926K |
NUENUCOR CORPORATION | $919K |
BRBRBELLRING BRANDS, INC. | $917K |
AG8AGILENT TECHNOLOGIES, INC. | $916K |
SYFSYNCHRONY FINANCIAL | $916K |
GPCGENUINE PARTS COMPANY | $912K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $910K |
PHMPULTEGROUP, INC. | $907K |
ATMUATMUS FILTRATION TECHNOLOGIES, INC. | $901K |
DOWDOW, INC. | $901K |
EDCONSOLIDATED EDISON, INC. | $900K |
KIMKIMCO REALTY CORPORATION | $896K |
IXNISHARES GLOBAL TECH ETF | $895K |
7HPHP INC. | $892K |
AMEAMETEK, INC. | $885K |
IBDINSPIRE CORPORATE BOND ETF | $884K |
VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $882K |
TRGPTARGA RESOURCES CORP. | $882K |
IFFINTERNATIONAL FLAVORS & FRAGRANCES INC. | $874K |
TIPISHARES TIPS BOND ETF | $873K |
DASHDOORDASH, INC. CLASS A | $870K |
STZCONSTELLATION BRANDS, INC. CLASS A | $865K |
ADMARCHER-DANIELS-MIDLAND COMPANY | $857K |
CFGCITIZENS FINANCIAL GROUP, INC. | $855K |
DVNDEVON ENERGY CORPORATION | $854K |
XPOXPO, INC. | $853K |
SPYMSPDR PORTFOLIO S&P 500 ETF | $850K |
VENVENTAS, INC. | $848K |
HESHESS CORPORATION | $845K |
PEOEXELON CORPORATION | $845K |
HUMHUMANA INC. | $841K |
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF | $830K |
GEHCGE HEALTHCARE TECHNOLOGIES INC. | $818K |
SCHOSCHWAB SHORT-TERM US TREASURY ETF | $817K |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $811K |
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $807K |
WF2WINTRUST FINANCIAL CORPORATION | $806K |