UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$18.1B

Holdings

1,181

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (1,181 positions)

#	Stock	Shares	Value	% Portfolio	Type
501	IWSiShares Russell Mid-Cap Value ETF	18,908	$2.1M	0.01%
502	LYBLyondellBasell Industries NV	19,690	$2.0M	0.01%
503	VPUVanguard Utilities ETF	14,574	$2.0M	0.01%
504	SCZiShares MSCI EAFE Small-Cap	28,391	$2.0M	0.01%
505	NXPNuveen Select TaxFree Income	117,227	$2.0M	0.01%
506	VHTVanguard Health Care ETF	8,866	$2.0M	0.01%
507	SCHWCharles Schwab Corp	31,093	$2.0M	0.01%
508	PXDEURPioneer Natural Resources Co	12,622	$2.0M	0.01%
509	SHYGiShares 0-5 Year High Yield Corp Bd ETF	43,438	$2.0M	0.01%
510	NADNuveen Quality Muni Income Fund	131,336	$2.0M	0.01%
511	—Nuveen Select TaxFree Income 2	123,520	$2.0M	0.01%
512	DEODiageo PLC	12,085	$2.0M	0.01%
513	CMFiShares California Muni Bond ETF	31,340	$1.9M	0.01%
514	CMICummins Inc	7,474	$1.9M	0.01%
515	WDCWestern Digital Corp	28,952	$1.9M	0.01%
516	KOCoca-Cola Company	36,400	$1.9M	0.01%	Put
517	SNYSanofi	38,752	$1.9M	0.01%
518	DALDelta Air Lines Inc	39,385	$1.9M	0.01%
519	OMEROmeros Corp	106,294	$1.9M	0.01%
520	CICigna Corp	7,711	$1.9M	0.01%
521	ETEnergy Transfer Equity LP	241,009	$1.9M	0.01%
522	AZNAstrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share	36,895	$1.8M	0.01%
523	BENFranklin Resources Inc	61,903	$1.8M	0.01%
524	XLUUtilities Select Sector SPDR ETF	28,274	$1.8M	0.01%
525	A4SAmeriprise Financial Inc	7,770	$1.8M	0.01%
526	TFISPDR Nuveen Blmbg Barclays Muni Bd ETF	34,908	$1.8M	0.01%
527	TTTrane Technologies PLC	10,847	$1.8M	0.01%
528	SUSAiShares MSCI USA ESG Select ETF	20,439	$1.8M	0.01%
529	BMRNBiomarin Pharmaceutical Inc	23,658	$1.8M	0.01%
530	VTEBVanguard Tax-Exempt Bond ETF	32,658	$1.8M	0.01%
531	AWMSkyworks Solutions Inc	9,715	$1.8M	0.01%
532	RDS/ARoyal Dutch Shell PLC	45,448	$1.8M	0.01%
533	AONAon PLC	7,695	$1.8M	0.01%
534	RCI/BRogers Communications Inc	38,332	$1.8M	0.01%
535	GLWCorning Inc	40,489	$1.8M	0.01%
536	TRVThe Travelers Companies Inc	11,676	$1.8M	0.01%
537	CBSHCommerce Bancshares Inc	22,857	$1.8M	0.01%
538	IAUUSDiShares Gold Trust	107,650	$1.8M	0.01%
539	HASHasbro Inc	17,679	$1.7M	0.01%
540	QTECFirst Trust NASDAQ-100-Tech Sector ETF	11,712	$1.7M	0.01%
541	AMDAdvanced Micro Devices Inc	21,466	$1.7M	0.01%
542	AOMiShares Core Moderate Allocation ETF	38,293	$1.7M	0.01%
543	WECWecenergy Group Inc	17,784	$1.7M	0.01%
544	IPInternational Paper Co	30,747	$1.7M	0.01%
545	IVZInvesco Ltd	65,275	$1.6M	0.01%
546	XMLVInvesco S&P MidCap Low Volatility ETF	31,382	$1.6M	0.01%
547	DREUSDDuke Realty Corp	38,639	$1.6M	0.01%
548	VTRSViatris Inc	115,609	$1.6M	0.01%
549	HYLBXtrackers USD High Yield Corp Bd ETF	32,155	$1.6M	0.01%
550	ICSHiShares Ultra Short-Term Bond ETF	31,541	$1.6M	0.01%
551	FVDFirst Trust Value Line Dividend ETF	41,909	$1.6M	0.01%
552	AMJEURJPMorgan Alerian MLP ETN	95,698	$1.6M	0.01%
553	NUENucor Corp	19,714	$1.6M	0.01%
554	IGViShares Expanded Tech-Software Sect ETF	4,632	$1.6M	0.01%
555	EOGEOG Resources Inc	21,776	$1.6M	0.01%
556	GMGeneral Motors Co	27,383	$1.6M	0.01%
557	ESGUiShares ESG Aware MSCI USA ETF	17,258	$1.6M	0.01%
558	PCHPotlatchDeltic Corp	29,281	$1.6M	0.01%
559	PSAPublic Storage	6,277	$1.5M	0.01%
560	EGBNEagle Bancorp Inc	29,001	$1.5M	0.01%
561	PANWPalo Alto Networks Inc	4,770	$1.5M	0.01%
562	NWLNewell Brands Inc	57,330	$1.5M	0.01%
563	MRNAModerna Inc	11,710	$1.5M	0.01%
564	CFGCitizens Financial Group Inc	34,677	$1.5M	0.01%
565	DOCUDocusign INC	7,494	$1.5M	0.01%
566	ABJAABB Ltd	49,652	$1.5M	0.01%
567	HRBH&R Block Inc	68,938	$1.5M	0.01%
568	ZTSZoetis Inc	9,498	$1.5M	0.01%
569	SILGlobal X Silver Miners ETF	37,185	$1.5M	0.01%
570	EGPEastGroup Properties Inc	10,345	$1.5M	0.01%
571	ZMZoom video communications-A	4,608	$1.5M	0.01%
572	QAIIQ Hedge Multi-Strategy Tracker ETF	46,251	$1.5M	0.01%
573	PAAPlains All American Pipeline LP	161,010	$1.5M	0.01%
574	ARCCAres Capital Corp	78,273	$1.5M	0.01%
575	XBISPDR S&P Biotech ETF	10,709	$1.5M	0.01%
576	TLTIshares 20 Plus Year Treasury Bond Etf	10,731	$1.5M	0.01%
577	UBSIUnited Bankshares Inc	37,413	$1.4M	0.01%
578	ESGVVanguard ESG US Stock ETF	19,561	$1.4M	0.01%
579	GHGuardant Health Inc	9,367	$1.4M	0.01%
580	STXSeagate Technology PLC	18,539	$1.4M	0.01%
581	WDWalker & Dunlop Inc	13,709	$1.4M	0.01%
582	R6C2Royal Dutch Shell PLC	38,105	$1.4M	0.01%
583	JXIiShares Global Utilities ETF	23,082	$1.4M	0.01%
584	IPGThe Interpublic Group of Companies Inc	47,474	$1.4M	0.01%
585	CNRCanadian National Railway Co	11,905	$1.4M	0.01%
586	DVOLFirstTrustDorseyWrightMomt&LwVolatil ETF	55,573	$1.4M	0.01%
587	—GreenBox POS	98,000	$1.4M	0.01%
588	LUMNLumen Technologies Inc	102,226	$1.4M	0.01%
589	PG4Principal Financial Group Inc	22,760	$1.4M	0.01%
590	IJJiShares S&P Mid-Cap 400 Value ETF	13,384	$1.4M	0.01%
591	VFHVanguard Financials ETF	16,083	$1.4M	0.01%
592	VAREURVarian Medical Systems Inc	7,677	$1.4M	0.01%
593	RGLDRoyal Gold Inc	12,563	$1.4M	0.01%
594	SPSBSPDR Portfolio Short Term Corporate Bond ETF	42,834	$1.3M	0.01%
595	EQREquity Residential	18,617	$1.3M	0.01%
596	SYYSysco Corp	16,912	$1.3M	0.01%
597	OMCOmnicom Group Inc	17,814	$1.3M	0.01%
598	BANXStoneCastle Financial Corp	66,600	$1.3M	0.01%
599	PPGPPG Industries Inc	8,716	$1.3M	0.01%
600	WYWeyerhaeuser Co	36,716	$1.3M	0.01%

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