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 |
|---|---|
LVLNSPDR S&P REGIONAL BANKING ETF | $2.2M |
7HPHP INC. | $2.2M |
XYZBLOCK INC CLASS A | $2.2M |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $2.2M |
RCI/BROGERS COMMUNICATIONS INC. CLASS B | $2.2M |
IAU*ISHARES GOLD TRUST | $2.1M |
NTRNUTRIEN LTD. | $2.1M |
BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR | $2.1M |
VTRSVIATRIS, INC. | $2.1M |
CGCARLYLE GROUP INC | $2.1M |
XNEAXNUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND OF BENEF INTEREST | $2.1M |
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND | $2.1M |
ADSKAUTODESK, INC. | $2.1M |
EQREQUITY RESIDENTIAL | $2.0M |
SPOTSPOTIFY TECHNOLOGY SA | $2.0M |
EOGEOG RESOURCES, INC. | $2.0M |
AMJEURJ.P. MORGAN ALERIAN MLP INDEX ETN | $2.0M |
EDCONSOLIDATED EDISON, INC. | $2.0M |
TWITITAN INTERNATIONAL, INC. | $2.0M |
TWLOTWILIO, INC. CLASS A | $2.0M |
VTHRVANGUARD RUSSELL 3000 ETF | $2.0M |
EXREXTRA SPACE STORAGE INC. | $2.0M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $2.0M |
—NUVEEN ENHANCED MUNICIPAL VALUE FUND | $1.9M |
MRNAMODERNA, INC. | $1.9M |
RPMRPM INTERNATIONAL INC. | $1.9M |
SNYSANOFI SPONSORED ADR | $1.9M |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $1.9M |
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1.9M |
SHVISHARES SHORT TREASURY BOND ETF | $1.9M |
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND | $1.9M |
IYY*ISHARES DOW JONES U.S. ETF | $1.9M |
INFLHORIZON KINETICS INFLATION BENEFICIARIES ETF | $1.9M |
GMGENERAL MOTORS COMPANY | $1.9M |
IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $1.9M |
EWEDWARDS LIFESCIENCES CORPORATION | $1.9M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $1.9M |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $1.9M |
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | $1.9M |
IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1.9M |
IBBISHARES BIOTECHNOLOGY ETF | $1.9M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $1.9M |
LUMNLUMEN TECHNOLOGIES, INC. | $1.8M |
SYYSYSCO CORPORATION | $1.8M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $1.8M |
WYWEYERHAEUSER COMPANY | $1.8M |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $1.8M |
XRXXEROX HOLDINGS CORPORATION | $1.8M |
PANWPALO ALTO NETWORKS, INC. | $1.8M |
COINCOINBASE GLOBAL, INC. CLASS A | $1.8M |
XLUUTILITIES SELECT SECTOR SPDR FUND | $1.8M |
NADNUVEEN QUALITY MUNICIPAL INCOME FUND OF BENEF.INTEREST | $1.8M |
TRVTRAVELERS COMPANIES, INC. | $1.8M |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $1.7M |
MAAMID-AMERICA APARTMENT COMMUNITIES, INC. | $1.7M |
LINLINDE PLC | $1.7M |
ESGVVANGUARD ESG U.S. STOCK ETF | $1.7M |
CHTRCHARTER COMMUNICATIONS, INC. CLASS A | $1.7M |
WPCW. P. CAREY INC. | $1.7M |
HDVISHARES CORE HIGH DIVIDEND ETF | $1.7M |
FNVFRANCO-NEVADA CORPORATION | $1.7M |
EFVISHARES MSCI EAFE VALUE ETF | $1.6M |
INTZINTRUSION INC. | $1.6M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $1.6M |
ENBENBRIDGE INC. | $1.6M |
CAHCARDINAL HEALTH, INC. | $1.6M |
HUBSHUBSPOT, INC. | $1.6M |
RGLDROYAL GOLD, INC. | $1.6M |
INVHINVITATION HOMES, INC. | $1.6M |
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR | $1.6M |
XLBMATERIALS SELECT SECTOR SPDR FUND | $1.6M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.6M |
EGBNEAGLE BANCORP, INC. | $1.6M |
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $1.6M |
WHRWHIRLPOOL CORPORATION | $1.6M |
ARCCARES CAPITAL CORPORATION | $1.6M |
FFORD MOTOR COMPANY | $1.5M |
MRSHMARSH & MCLENNAN COMPANIES, INC. | $1.5M |
ZBHZIMMER BIOMET HOLDINGS, INC. | $1.5M |
SD2SANDY SPRING BANCORP, INC. | $1.5M |
CPTCAMDEN PROPERTY TRUST | $1.5M |
A4SAMERIPRISE FINANCIAL, INC. | $1.5M |
FALNISHARES FALLEN ANGELS USD BOND ETF | $1.5M |
SGDMSPROTT GOLD MINERS ETF | $1.5M |
PCHPOTLATCHDELTIC CORPORATION | $1.5M |
ESSESSEX PROPERTY TRUST, INC. | $1.5M |
KIMKIMCO REALTY CORPORATION | $1.5M |
WECWEC ENERGY GROUP INC | $1.5M |
VFHVANGUARD FINANCIALS ETF | $1.5M |
AREALEXANDRIA REAL ESTATE EQUITIES, INC. | $1.5M |
DWDMORGAN STANLEY | $1.5M |
HUMHUMANA INC. | $1.5M |
SUISUN COMMUNITIES, INC. | $1.5M |
XBISPDR S&P BIOTECH ETF | $1.5M |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $1.5M |
WPMWHEATON PRECIOUS METALS CORP | $1.5M |
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF | $1.5M |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $1.4M |
DVNDEVON ENERGY CORPORATION | $1.4M |
YUMCYUM CHINA HOLDINGS, INC. | $1.4M |