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 |
|---|---|
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $553K |
FICOFAIR ISAAC CORPORATION | $551K |
EQNREQUINOR ASA SPONSORED ADR | $551K |
SANBANCO SANTANDER S.A. SPONSORED ADR | $548K |
IQVIQVIA HOLDINGS INC | $547K |
PINSPINTEREST, INC. CLASS A | $547K |
LNGCHENIERE ENERGY, INC. | $547K |
CDWCDW CORPORATION | $546K |
NWGNATWEST GROUP PLC SPONSORED ADR | $543K |
SUISUN COMMUNITIES, INC. | $542K |
ZBHZIMMER BIOMET HOLDINGS, INC. | $540K |
RHCRH PUBLIC LIMITED COMPANY | $540K |
KELKELLANOVA | $537K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $536K |
FT2FIRST HORIZON CORPORATION | $536K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $533K |
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | $532K |
FFORD MOTOR COMPANY | $529K |
NTAPNETAPP, INC. | $528K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $527K |
GPNGLOBAL PAYMENTS INC. | $521K |
BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR | $518K |
INVHINVITATION HOMES, INC. | $514K |
WYWEYERHAEUSER COMPANY | $513K |
KDPKEURIG DR PEPPER INC. | $512K |
TEAMATLASSIAN CORP CLASS A | $510K |
GNRCGENERAC HOLDINGS INC. | $509K |
AKXANSYS, INC. | $506K |
ZIONZIONS BANCORPORATION NA | $502K |
STXSEAGATE TECHNOLOGY HOLDINGS PLC | $497K |
BF/BBROWN-FORMAN CORPORATION CLASS B | $497K |
STLDSTEEL DYNAMICS, INC. | $496K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $495K |
APAAPA CORPORATION | $493K |
EVRGEVERGY, INC. | $491K |
DAYDAYFORCE, INC. | $490K |
CPAYCORPAY, INC. | $489K |
AHRAMERICAN HEALTHCARE REIT, INC. | $482K |
REGREGENCY CENTERS CORPORATION | $477K |
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $475K |
VNOVORNADO REALTY TRUST | $474K |
DGXQUEST DIAGNOSTICS INCORPORATED | $474K |
EMNEASTMAN CHEMICAL COMPANY | $472K |
AVYAVERY DENNISON CORPORATION | $472K |
BSCRINVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $467K |
AWMSKYWORKS SOLUTIONS, INC. | $467K |
TXTTEXTRON INC. | $463K |
BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $461K |
WBDWARNER BROS. DISCOVERY, INC. SERIES A | $460K |
FEFIRSTENERGY CORP. | $459K |
MDBMONGODB, INC. CLASS A | $457K |
JBLJABIL INC. | $456K |
HMCHONDA MOTOR CO., LTD. SPONSORED ADR | $453K |
GLGLOBE LIFE INC. | $451K |
VRSNVERISIGN, INC. | $451K |
NJRNEW JERSEY RESOURCES CORPORATION | $450K |
BERYEURBERRY GLOBAL GROUP INC | $449K |
CSGPCOSTAR GROUP, INC. | $448K |
BSCQINVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $448K |
DGDOLLAR GENERAL CORPORATION | $446K |
RIORIO TINTO PLC SPONSORED ADR | $445K |
HSYHERSHEY COMPANY | $441K |
FSEPFT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER | $441K |
LLOEWS CORPORATION | $440K |
PKGPACKAGING CORPORATION OF AMERICA | $440K |
EXPEEXPEDIA GROUP, INC. | $440K |
PG4PRINCIPAL FINANCIAL GROUP, INC. | $439K |
IYMISHARES U.S. BASIC MATERIALS ETF | $434K |
LVSLAS VEGAS SANDS CORP. | $434K |
SUSAISHARES MSCI USA ESG SELECT ETF | $434K |
CECELANESE CORPORATION | $427K |
GWXSPDR S&P INTERNATIONAL SMALL CAP ETF | $425K |
CNPCENTERPOINT ENERGY, INC. | $423K |
INCYINCYTE CORPORATION | $422K |
IYJISHARES U.S. INDUSTRIALS ETF | $422K |
MBCNMIDDLEFIELD BANC CORP. | $421K |
WDCWESTERN DIGITAL CORPORATION | $420K |
SFNCSIMMONS FIRST NATIONAL CORPORATION CLASS A | $419K |
BABAALIBABA GROUP HOLDING LIMITED SPONSORED ADR | $418K |
VTRSVIATRIS, INC. | $417K |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $412K |
GRMNGARMIN LTD. | $411K |
AOMISHARES CORE MODERATE ALLOCATION ETF | $411K |
DECKDECKERS OUTDOOR CORPORATION | $410K |
AFRMAFFIRM HOLDINGS, INC. CLASS A | $408K |
DBDEUTSCHE BANK AKTIENGESELLSCHAFT | $408K |
TERTERADYNE, INC. | $407K |
AMHAMERICAN HOMES 4 RENT CLASS A | $406K |
IBITISHARES BITCOIN TRUST ETF | $405K |
RGAREINSURANCE GROUP OF AMERICA, INCORPORATED | $400K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. | $399K |
IHGINTERCONTINENTAL HOTELS GROUP PLC SPONSORED ADR | $397K |
LDOSLEIDOS HOLDINGS, INC. | $396K |
LPLALPL FINANCIAL HOLDINGS INC. | $393K |
AMGAFFILIATED MANAGERS GROUP, INC. | $386K |
CVNACARVANA CO. CLASS A | $386K |
ESGDISHARES ESG AWARE MSCI EAFE ETF | $386K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $386K |
WRBW. R. BERKLEY CORPORATION | $385K |
BBYBEST BUY CO., INC. | $385K |