Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI USA QUALITY FACTO | EXCHANGE TRADED FUND | 101 | $91,764,922 | 623,657 | 0.00 | 0.00 | 604,390 | 3136.92 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC | COMMON STOCK | 102 | $89,496,507 | 250,929 | 0.00 | 0.00 | -48,016 | -16.06 | 12-31-2023 |
| COSTCO WHOLESALE CORP | COMMON STOCK | 103 | $88,282,736 | 133,746 | 0.00 | 0.00 | -59,122 | -30.65 | 12-31-2023 |
| HOME DEPOT INC/THE | COMMON STOCK | 104 | $87,470,111 | 252,403 | 0.00 | 0.00 | -148,754 | -37.08 | 12-31-2023 |
