UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$20.6B
Holdings
1,154
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (1,154 positions)
| Stock | Value |
|---|---|
IWMISHARES RUSSELL 2000 ETF | $17.7M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $17.7M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $17.5M |
LMTLOCKHEED MARTIN CORPORATION | $17.5M |
MMM3M COMPANY | $17.4M |
TFCTRUIST FINANCIAL CORPORATION | $17.1M |
GXOGXO LOGISTICS INC | $17.0M |
KOCOCA-COLA COMPANY | $17.0M |
TPLTEXAS PACIFIC LAND CORPORATION | $16.8M |
AYATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | $16.6M |
FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP | $16.5M |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $16.4M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $16.3M |
FFIVF5, INC. | $16.1M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $15.9M |
DEODIAGEO PLC SPONSORED ADR | $15.8M |
ASMLASML HOLDING NV ADR | $15.7M |
COHRII-VI INCORPORATED | $15.6M |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $15.6M |
LHXL3HARRIS TECHNOLOGIES INC | $15.5M |
LLYELI LILLY AND COMPANY | $14.9M |
PHPARKER-HANNIFIN CORPORATION | $14.8M |
BKNGBOOKING HOLDINGS INC. | $14.8M |
ELESTEE LAUDER COMPANIES INC. CLASS A | $14.8M |
EFAISHARES MSCI EAFE ETF | $14.7M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $14.7M |
IRMIRON MOUNTAIN, INC. | $14.6M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $14.6M |
NWLNEWELL BRANDS INC | $14.6M |
VGKVANGUARD FTSE EUROPE ETF | $14.4M |
VOVANGUARD MID-CAP ETF | $14.3M |
COFCAPITAL ONE FINANCIAL CORP | $14.0M |
DHID.R. HORTON, INC. | $14.0M |
XLEENERGY SELECT SECTOR SPDR FUND | $13.9M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $13.9M |
IWBISHARES RUSSELL 1000 ETF | $13.8M |
AVTRAVANTOR, INC. | $13.8M |
TAT&T INC. | $13.8M |
ZTSZOETIS, INC. CLASS A | $13.7M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $13.7M |
MCDMCDONALD'S CORPORATION | $13.5M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $13.5M |
BAMBROOKFIELD ASSET MANAGEMENT INC. CLASS A | $13.0M |
QQLVINVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF | $12.9M |
CLCOLGATE-PALMOLIVE COMPANY | $12.8M |
COPCONOCOPHILLIPS | $12.7M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $12.7M |
IPACISHARES CORE MSCI PACIFIC ETF | $12.7M |
IYHISHARES U.S. HEALTHCARE ETF | $12.3M |
BIPBROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $12.3M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $12.3M |
ABNBAIRBNB, INC. CLASS A | $12.1M |
SCHMSCHWAB U.S. MID-CAP ETF | $12.1M |
HDBHDFC BANK LIMITED SPONSORED ADR | $12.0M |
AVLRUSDAVALARA INC | $11.8M |
PLDPROLOGIS, INC. | $11.8M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $11.7M |
OTXOPEN TEXT CORPORATION | $11.7M |
BXBLACKSTONE INC. | $11.6M |
OTISOTIS WORLDWIDE CORPORATION | $11.6M |
RELXRELX PLC SPONSORED ADR | $11.6M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.4M |
HONHONEYWELL INTERNATIONAL INC. | $11.4M |
RYROYAL BANK OF CANADA | $11.1M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $10.9M |
RIORIO TINTO PLC SPONSORED ADR | $10.8M |
YUMYUM! BRANDS, INC. | $10.8M |
ICLRICON PLC | $10.7M |
KMIKINDER MORGAN INC CLASS P | $10.6M |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $10.6M |
OBDCOWL ROCK CAPITAL CORPORATION | $10.5M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $10.4M |
LRCXEURLAM RESEARCH CORPORATION | $10.4M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $10.3M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $10.2M |
VALEVALE S.A. SPONSORED ADR | $10.1M |
TMTOYOTA MOTOR CORP SPONSORED ADR | $10.1M |
NFLXNETFLIX, INC. | $10.1M |
JACKJACK IN THE BOX INC. | $10.1M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $10.0M |
CBCHUBB LIMITED | $10.0M |
AIGAMERICAN INTERNATIONAL GROUP, INC. | $10.0M |
SCCOSOUTHERN COPPER CORPORATION | $9.9M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $9.8M |
CFGCITIZENS FINANCIAL GROUP, INC. | $9.4M |
SHWSHERWIN-WILLIAMS COMPANY | $9.3M |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $9.2M |
MPTMEDICAL PROPERTIES TRUST, INC. | $9.2M |
FERGFERGUSON PLC | $9.1M |
TIPISHARES TIPS BOND ETF | $9.1M |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $9.0M |
DOWDOW, INC. | $9.0M |
GIB/ACGI INC. CLASS A | $8.9M |
BABOEING COMPANY | $8.8M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $8.8M |
SLBSCHLUMBERGER NV | $8.8M |
AFWALIGN TECHNOLOGY, INC. | $8.7M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $8.5M |
IYFISHARES U.S. FINANCIALS ETF | $8.5M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $8.4M |