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 |
|---|---|
VLTOVERALTO CORPORATION | $800K |
DRIDARDEN RESTAURANTS, INC. | $799K |
VRSKVERISK ANALYTICS, INC. | $796K |
CASHPATHWARD FINANCIAL, INC. | $796K |
APOAPOLLO GLOBAL MANAGEMENT INC | $793K |
HELOJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $789K |
SCHJSCHWAB 1-5 YEAR CORPORATE BOND ETF | $785K |
BKRBAKER HUGHES COMPANY CLASS A | $781K |
OREALTY INCOME CORPORATION | $778K |
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF | $776K |
VICIVICI PROPERTIES INC | $774K |
VAWVANGUARD MATERIALS ETF | $772K |
ILMNILLUMINA, INC. | $771K |
MCXMCCORMICK & COMPANY, INCORPORATED | $762K |
UNMUNUM GROUP | $760K |
VMCVULCAN MATERIALS COMPANY | $755K |
DLTRDOLLAR TREE, INC. | $747K |
BIIBBIOGEN INC. | $745K |
ULTAULTA BEAUTY INC. | $742K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $738K |
TEVATEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR | $734K |
DTEDTE ENERGY COMPANY | $730K |
ESGVVANGUARD ESG U.S. STOCK ETF | $729K |
SBACSBA COMMUNICATIONS CORP. CLASS A | $729K |
EQREQUITY RESIDENTIAL | $727K |
VSTVISTRA CORP. | $727K |
GLPGLOBAL PARTNERS LP | $720K |
IWNISHARES RUSSELL 2000 VALUE ETF | $715K |
KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF | $712K |
MTDMETTLER-TOLEDO INTERNATIONAL INC. | $710K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $708K |
EBAEBAY INC. | $707K |
AXONAXON ENTERPRISE INC | $704K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $703K |
TYLTYLER TECHNOLOGIES, INC. | $702K |
XYZBLOCK, INC. CLASS A | $701K |
MTBM&T BANK CORPORATION | $699K |
TPIFTIMOTHY PLAN INTERNATIONAL ETF | $696K |
WBAWALGREENS BOOTS ALLIANCE, INC. | $696K |
IPINTERNATIONAL PAPER COMPANY | $695K |
VDCVANGUARD CONSUMER STAPLES ETF | $693K |
POSTPOST HOLDINGS, INC. | $691K |
FTVFORTIVE CORP. | $685K |
AWCAMERICAN WATER WORKS COMPANY, INC. | $683K |
BHPBHP GROUP LTD SPONSORED AMERICAN DEPOSITARY RECEIPT REPR 2 SHS | $679K |
ENBENBRIDGE INC. | $676K |
KHCKRAFT HEINZ COMPANY | $676K |
WWJDINSPIRE INTERNATIONAL ETF | $675K |
IYY*ISHARES DOW JONES U.S. ETF | $665K |
MIGAMICROSTRATEGY INCORPORATED CLASS A | $664K |
PCGPG&E CORPORATION | $663K |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $662K |
ACMAECOM | $662K |
HPEHEWLETT PACKARD ENTERPRISE CO. | $655K |
NEMNEWMONT CORPORATION | $655K |
VOEVANGUARD MID-CAP VALUE ETF | $653K |
CAHCARDINAL HEALTH, INC. | $652K |
VDEVANGUARD ENERGY ETF | $652K |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $652K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $649K |
GAUGFT VEST U.S. EQUITY MODERATE BUFFER ETF - AUGUST | $645K |
EAELECTRONIC ARTS INC. | $644K |
TELTE CONNECTIVITY PLC | $642K |
OMCOMNICOM GROUP INC | $641K |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $640K |
MPWRMONOLITHIC POWER SYSTEMS, INC. | $640K |
CCLCARNIVAL CORPORATION | $640K |
UBSUBS GROUP AG | $633K |
NXPINXP SEMICONDUCTORS NV | $632K |
EQTEQT CORPORATION | $630K |
OWLBLUE OWL CAPITAL, INC. CLASS A | $630K |
KEYSKEYSIGHT TECHNOLOGIES INC | $629K |
CNRCANADIAN NATIONAL RAILWAY COMPANY | $628K |
CMSCMS ENERGY CORPORATION | $626K |
RACEFERRARI NV | $626K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $618K |
TPRTAPESTRY, INC. | $611K |
BLDRBUILDERS FIRSTSOURCE, INC. | $611K |
BCSBARCLAYS PLC SPONSORED ADR | $609K |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $603K |
EIXEDISON INTERNATIONAL | $601K |
SSNCSS&C TECHNOLOGIES HOLDINGS, INC. | $600K |
IBNICICI BANK LIMITED SPONSORED ADR | $599K |
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR | $590K |
CNCCENTENE CORPORATION | $587K |
AEEAMEREN CORPORATION | $585K |
MASMASCO CORPORATION | $578K |
DELLDELL TECHNOLOGIES, INC. CLASS C | $575K |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $575K |
FBINFORTUNE BRANDS INNOVATIONS, INC. | $569K |
BRBROADRIDGE FINANCIAL SOLUTIONS, INC. | $566K |
EMEEMCOR GROUP, INC. | $561K |
HUBSHUBSPOT, INC. | $560K |
SONSONOCO PRODUCTS COMPANY | $560K |
CLXCLOROX COMPANY | $560K |
EPDENTERPRISE PRODUCTS PARTNERS L.P. | $558K |
VFHVANGUARD FINANCIALS ETF | $558K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $557K |
ONON SEMICONDUCTOR CORPORATION | $557K |
LNCLINCOLN NATIONAL CORP | $553K |