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 |
|---|---|
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 |