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
QAIIQ HEDGE MULTI-STRATEGY TRACKER ETF
$1.4M
IPINTERNATIONAL PAPER COMPANY
$1.4M
ORLYO'REILLY AUTOMOTIVE, INC.
$1.4M
SBRSABINE ROYALTY TRUST
$1.4M
HALHALLIBURTON COMPANY
$1.4M
IWNISHARES RUSSELL 2000 VALUE ETF
$1.4M
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$1.4M
PECOPHILLIPS EDISON & COMPANY, INC.
$1.3M
OSPNONESPAN INC.
$1.3M
BSCMUSDINVESCO BULLETSHARES 2022 CORPORATE BOND ETF
$1.3M
CBNKCAPITAL BANCORP, INC.
$1.3M
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
$1.3M
DSIISHARES MSCI KLD 400 SOCIAL ETF
$1.3M
UBSIUNITED BANKSHARES, INC.
$1.3M
LQDHISHARES INTEREST RATE HEDGED CORPORATE BOND ETF
$1.3M
0VVBPARAMOUNT GLOBAL CLASS B
$1.3M
CINFCINCINNATI FINANCIAL CORPORATION
$1.3M
CLXCLOROX COMPANY
$1.3M
SUSAISHARES MSCI USA ESG SELECT ETF
$1.3M
METMETLIFE, INC.
$1.3M
PGRPROGRESSIVE CORPORATION
$1.3M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$1.3M
MNSTMONSTER BEVERAGE CORPORATION
$1.3M
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$1.3M
PAAPLAINS ALL AMERICAN PIPELINE, L.P.
$1.3M
BKLNINVESCO SENIOR LOAN ETF
$1.3M
TTTRANE TECHNOLOGIES PLC
$1.3M
APOAPOLLO GLOBAL MANAGEMENT INC.
$1.2M
GMABGENMAB A/S SPONSORED ADR
$1.2M
SNASNAP-ON INCORPORATED
$1.2M
SCHWCHARLES SCHWAB CORP
$1.2M
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF
$1.2M
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
$1.2M
SILGLOBAL X SILVER MINERS ETF
$1.2M
IYRISHARES U.S. REAL ESTATE ETF
$1.2M
TLTISHARES 20 YEAR TREASURY BOND ETF
$1.2M
CMICUMMINS INC.
$1.2M
ADMARCHER-DANIELS-MIDLAND COMPANY
$1.1M
RBLXROBLOX CORP. CLASS A
$1.1M
MCKMCKESSON CORPORATION
$1.1M
VLOVALERO ENERGY CORPORATION
$1.1M
BAXBAXTER INTERNATIONAL INC.
$1.1M
PIIPOLARIS INC.
$1.1M
BMRNBIOMARIN PHARMACEUTICAL INC.
$1.1M
DVOLFIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF
$1.1M
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$1.1M
ALBALBEMARLE CORPORATION
$1.1M
AMANTERO MIDSTREAM CORP.
$1.1M
FXOFIRST TRUST FINANCIALS ALPHADEX FUND
$1.1M
RWXSPDR DOW JONES INTERNATIONAL REAL ESTATE ETF
$1.1M
TTENTOTALENERGIES SE SPONSORED ADR
$1.1M
EGPEASTGROUP PROPERTIES, INC.
$1.1M
REGNREGENERON PHARMACEUTICALS, INC.
$1.1M
FT2FIRST HORIZON CORPORATION
$1.1M
WFC 7.5 PERP LWELLS FARGO & COMPANY 7.5 NON CUM PERP CONV PFD REGISTERED SHS A SERIES L
$1.1M
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF
$1.1M
AMHAMERICAN HOMES 4 RENT CLASS A
$1.1M
ZIONZIONS BANCORPORATION, N.A.
$1.1M
FTNTFORTINET, INC.
$1.1M
VENVENTAS, INC.
$1.1M
SCHHSCHWAB U.S. REIT ETF
$1.1M
STMSTMICROELECTRONICS NV ADR REGS
$1.1M
AAALCOA CORPORATION
$1.1M
OKTAOKTA, INC. CLASS A
$1.1M
DDOGDATADOG INC CLASS A
$1.0M
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
$1.0M
BANXARROWMARK FINANCIAL CORP.
$1.0M
GPCGENUINE PARTS COMPANY
$1.0M
ELSEQUITY LIFESTYLE PROPERTIES, INC.
$1.0M
BXPBOSTON PROPERTIES, INC.
$1.0M
OMCOMNICOM GROUP INC
$1.0M
GLWCORNING INC
$1.0M
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF
$982K
CTRACOTERRA ENERGY INC.
$976K
VAWVANGUARD MATERIALS ETF
$972K
LENLENNAR CORPORATION CLASS A
$968K
NEMNEWMONT CORPORATION
$962K
HPHELMERICH & PAYNE, INC.
$957K
VFCV.F. CORPORATION
$951K
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF
$949K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$937K
FRTFEDERAL REALTY INVESTMENT TRUST
$934K
NVRNVR, INC.
$934K
SEASEABRIDGE GOLD INC
$925K
FEGEFIRST EAGLE ALTERNATIVE CAPITAL BDC, INC.
$919K
TFIITFI INTERNATIONAL INC.
$912K
BKHBLACK HILLS CORPORATION
$905K
DALDELTA AIR LINES, INC.
$903K
TQQQPROSHARES ULTRAPRO QQQ
$900K
MOATVANECK MORNINGSTAR WIDE MOAT ETF
$898K
NBTBNBT BANCORP INC.
$897K
SONSONOCO PRODUCTS COMPANY
$895K
PEGPUBLIC SERVICE ENTERPRISE GROUP INC
$892K
CNRCANADIAN NATIONAL RAILWAY COMPANY
$890K
CUBECUBESMART
$888K
PLTRPALANTIR TECHNOLOGIES INC. CLASS A
$885K
HRBH&R BLOCK, INC.
$879K
KYNKAYNE ANDERSON ENERGY INFRASTRUCTURE FUND, INC.
$879K
AMXNAMERICA MOVIL SAB DE CV SPONSORED ADR CLASS L
$877K
AFRMAFFIRM HOLDINGS, INC. CLASS A
$876K
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