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
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
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