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)

StockValue
ATVIEURACTIVISION BLIZZARD, INC.
$4.1M
BXMTBLACKSTONE MORTGAGE TRUST, INC. CLASS A
$4.1M
VOTVANGUARD MID-CAP GROWTH ETF
$4.1M
AQLTISHARES IBONDS DEC 2023 TERM MUNI BOND ETF
$4.1M
PHMPULTEGROUP, INC.
$4.0M
PSXPHILLIPS 66
$4.0M
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF
$4.0M
IAUISHARES IBONDS DEC 2022 TERM CORPORATE ETF
$4.0M
DC4DEXCOM, INC.
$4.0M
AQLTISHARES IBONDS DEC 2024 TERM MUNI BOND ETF
$3.9M
IRTINDEPENDENCE REALTY TRUST, INC.
$3.9M
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$3.9M
IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF
$3.8M
SPGSIMON PROPERTY GROUP, INC.
$3.8M
IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF
$3.8M
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF
$3.7M
AKAMAKAMAI TECHNOLOGIES, INC.
$3.7M
NXPNUVEEN SELECT TAX-FREE INCOME PORTFOLIO
$3.7M
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$3.6M
FISVFISERV, INC.
$3.6M
NVSNNOVARTIS AG SPONSORED ADR
$3.6M
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF
$3.6M
EQIXEQUINIX, INC.
$3.6M
OREALTY INCOME CORPORATION
$3.5M
CADECADENCE BANK
$3.5M
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$3.5M
GBDCGOLUB CAPITAL BDC, INC.
$3.5M
SMLVSPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF
$3.4M
ACWVISHARES MSCI GLOBAL MIN VOL FACTOR ETF
$3.4M
TROWT. ROWE PRICE GROUP
$3.4M
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF
$3.4M
NSCNORFOLK SOUTHERN CORPORATION
$3.4M
DOVDOVER CORPORATION
$3.4M
DDOMINION ENERGY INC
$3.4M
VOEVANGUARD MID-CAP VALUE ETF
$3.3M
AZNASTRAZENECA PLC SPONSORED ADR
$3.3M
MPCMARATHON PETROLEUM CORPORATION
$3.3M
AMATAPPLIED MATERIALS, INC.
$3.3M
ADIANALOG DEVICES, INC.
$3.3M
USBU.S. BANCORP
$3.2M
KIDSORTHOPEDIATRICS CORP.
$3.2M
IYGISHARES US FINANCIAL SERVICES ETF
$3.2M
DPZDOMINO'S PIZZA, INC.
$3.2M
SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF
$3.2M
WELLWELLTOWER INC
$3.2M
PXDEURPIONEER NATURAL RESOURCES COMPANY
$3.1M
MGKVANGUARD MEGA CAP GROWTH ETF
$3.1M
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$3.1M
DEMWISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
$3.0M
CERNCHFCERNER CORPORATION
$3.0M
SRESEMPRA ENERGY
$3.0M
ESGEISHARES ESG AWARE MSCI EM ETF
$3.0M
TTDTRADE DESK, INC. CLASS A
$3.0M
RFREGIONS FINANCIAL CORPORATION
$3.0M
BPBP P.L.C. SPONSORED ADR
$3.0M
CBSHCOMMERCE BANCSHARES, INC.
$3.0M
DVADAVITA INC.
$3.0M
PSAPUBLIC STORAGE
$2.9M
CARRCARRIER GLOBAL CORP.
$2.9M
SGENUSDSEAGEN, INC.
$2.9M
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
$2.8M
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$2.8M
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
$2.8M
PYPLPAYPAL HOLDINGS, INC.
$2.8M
SLVISHARES SILVER TRUST
$2.8M
QCRHQCR HOLDINGS, INC.
$2.8M
NOWSERVICENOW, INC.
$2.8M
XELXCEL ENERGY INC.
$2.7M
OXYOCCIDENTAL PETROLEUM CORPORATION
$2.7M
ESGUISHARES ESG AWARE MSCI USA ETF
$2.7M
IBDRISHARES IBONDS DEC 2026 TERM CORPORATE ETF
$2.7M
RSPDINVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF
$2.7M
DASHDOORDASH, INC. CLASS A
$2.7M
NUENUCOR CORPORATION
$2.7M
GWWW.W. GRAINGER, INC.
$2.7M
AEPAMERICAN ELECTRIC POWER COMPANY, INC.
$2.6M
ICEINTERCONTINENTAL EXCHANGE, INC.
$2.6M
WMWASTE MANAGEMENT, INC.
$2.6M
FCXFREEPORT-MCMORAN, INC.
$2.5M
VRSNVERISIGN, INC.
$2.5M
ETENERGY TRANSFER LP
$2.5M
SLRCSLR INVESTMENT CORP.
$2.5M
MCHPMICROCHIP TECHNOLOGY INCORPORATED
$2.5M
SRCLSTERICYCLE, INC.
$2.4M
AG8AGILENT TECHNOLOGIES, INC.
$2.4M
ALSALLSTATE CORPORATION
$2.4M
VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF
$2.4M
VHTVANGUARD HEALTH CARE ETF
$2.4M
NSYNICE LTD SPONSORED ADR
$2.4M
MTBM&T BANK CORPORATION
$2.4M
SNOWSNOWFLAKE, INC. CLASS A
$2.4M
DREUSDDUKE REALTY CORPORATION
$2.3M
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$2.3M
IDUISHARES U.S. UTILITIES ETF
$2.3M
ABJAABB LTD. SHS SPONSORED AMERICAN DEPOSITARY RECEIPT REPR 1 SH
$2.3M
AONAON PLC CLASS A
$2.3M
CICIGNA CORPORATION
$2.2M
EQC 6.5 PERP DEQUITY COMMONWEALTH 6.5 CUM CONV PFD REGISTERED SHS SERIES -D-
$2.2M
CTVACORTEVA INC
$2.2M
SAPSAP SE SPONSORED ADR
$2.2M
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