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 |
|---|---|
FBTCFIDELITY WISE ORIGIN BITCOIN FUND | $385K |
CINFCINCINNATI FINANCIAL CORPORATION | $384K |
PPLPPL CORPORATION | $381K |
EGPEASTGROUP PROPERTIES, INC. | $381K |
CADECADENCE BANK | $380K |
LYBLYONDELLBASELL INDUSTRIES NV | $377K |
TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ETF | $377K |
MRNAMODERNA, INC. | $377K |
SCCOSOUTHERN COPPER CORPORATION | $377K |
NXPNUVEEN SELECT TAX-FREE INCOME PORTFOLIO | $376K |
RRXREGAL REXNORD CORPORATION | $376K |
NGGNATIONAL GRID PLC SPONSORED ADR | $375K |
LWLAMB WESTON HOLDINGS, INC. | $375K |
NETCLOUDFLARE INC CLASS A | $372K |
AIZASSURANT, INC. | $369K |
CFCF INDUSTRIES HOLDINGS, INC. | $369K |
NWSANEWS CORPORATION CLASS A | $368K |
HYDVANECK HIGH YIELD MUNI ETF | $368K |
LBRDKLIBERTY BROADBAND CORP. CLASS C | $365K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $364K |
EMHYISHARES J.P. MORGAN EM HIGH YIELD BOND ETF | $362K |
DVADAVITA INC. | $361K |
ARCCARES CAPITAL CORPORATION | $359K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $359K |
NCLHNORWEGIAN CRUISE LINE HOLDINGS LTD. | $358K |
HLNHALEON PLC SPONSORED ADR | $358K |
TAKTAKEDA PHARMACEUTICAL CO. LTD. SPONSORED ADR | $356K |
INFYINFOSYS LIMITED SPONSORED ADR | $356K |
AMXAMERICA MOVIL SAB DE CV SPONSORED ADR CLASS B | $352K |
WCNWASTE CONNECTIONS, INC. | $351K |
WHWYNDHAM HOTELS & RESORTS, INC. | $350K |
TDYTELEDYNE TECHNOLOGIES INCORPORATED | $350K |
AXGNAXOGEN, INC. | $349K |
ALNYALNYLAM PHARMACEUTICALS, INC | $348K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $348K |
WECWEC ENERGY GROUP INC | $347K |
IBTXUSDINDEPENDENT BANK GROUP, INC. | $343K |
FWONALIBERTY MEDIA CORP. SERIES C LIBERTY FORMULA ONE | $342K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $341K |
PKNREVVITY, INC. | $340K |
LUVSOUTHWEST AIRLINES CO. | $339K |
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND | $336K |
LOGILOGITECH INTERNATIONAL S.A. | $336K |
BROBROWN & BROWN, INC. | $334K |
SFSTIFEL FINANCIAL CORP | $334K |
KBIAKB FINANCIAL GROUP INC. SPONSORED ADR | $334K |
BUFZFT VEST LADDERED MODERATE BUFFER ETF | $334K |
NRANRG ENERGY, INC. | $334K |
ALBALBEMARLE CORPORATION | $332K |
ZBRAZEBRA TECHNOLOGIES CORPORATION CLASS A | $328K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $328K |
WIXWIX.COM LTD. | $328K |
GLWCORNING INC | $324K |
TECHBIO-TECHNE CORPORATION | $322K |
REEVEREST GROUP, LTD. | $322K |
IGEISHARES NORTH AMERICAN NATURAL RESOURCES ETF | $320K |
DKSDICK'S SPORTING GOODS, INC. | $318K |
NTRANATERA, INC. | $317K |
TOLTOLL BROTHERS, INC. | $314K |
UDRUDR, INC. | $314K |
SMCISUPER MICRO COMPUTER, INC. | $312K |
EVREVERCORE INC. CLASS A | $310K |
ATOATMOS ENERGY CORPORATION | $310K |
CHTCHUNGHWA TELECOM CO., LTD SPONSORED ADR | $310K |
ITTITT, INC. | $309K |
WITWIPRO LIMITED SPONSORED ADR | $308K |
MHKMOHAWK INDUSTRIES, INC. | $306K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $305K |
FSLRFIRST SOLAR, INC. | $305K |
NINISOURCE INC | $305K |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $304K |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $302K |
COOCOOPER COMPANIES, INC. | $301K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $301K |
CTRACOTERRA ENERGY INC. | $299K |
NZACSPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF | $299K |
MFCMANULIFE FINANCIAL CORPORATION | $297K |
VHTVANGUARD HEALTH CARE ETF | $296K |
RWRSPDR DOW JONES REIT ETF | $296K |
CVECENOVUS ENERGY INC. | $295K |
NSYNICE LTD. SPONSORED ADR | $294K |
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | $293K |
LYVLIVE NATION ENTERTAINMENT, INC. | $293K |
CRCCANADIAN NATURAL RESOURCES LIMITED | $293K |
EMLPFIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $292K |
ARTYISHARES FUTURE AI & TECH ETF | $292K |
ICLRICON PLC | $291K |
CPCANADIAN PACIFIC KANSAS CITY LIMITED | $290K |
BAMBROOKFIELD ASSET MANAGEMENT LTD. CLASS A | $290K |
OCOWENS CORNING | $289K |
VRPINVESCO VARIABLE RATE PREFERRED ETF | $289K |
BRXBRIXMOR PROPERTY GROUP, INC. | $289K |
JHXJAMES HARDIE INDUSTRIES PLC SPONSORED ADR | $288K |
CRBNISHARES MSCI ACWI LOW CARBON TARGET ETF | $286K |
JBHTJ.B. HUNT TRANSPORT SERVICES, INC. | $283K |
CORZCORE SCIENTIFIC INC | $283K |
AKAMAKAMAI TECHNOLOGIES, INC. | $281K |
PFISPEOPLES FINANCIAL SERVICES CORP. | $280K |
MOHMOLINA HEALTHCARE, INC. | $279K |
SHGSHINHAN FINANCIAL GROUP CO., LTD. SPONSORED ADR | $277K |