UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$18.2B
Holdings
966
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (966 positions)
| Stock | Value |
|---|---|
ESGUISHARES ESG AWARE MSCI USA ETF | $13.0M |
TJXTJX COMPANIES INC | $13.0M |
GSKGSK PLC SPONSORED ADR | $13.0M |
BSJOINVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF | $13.0M |
IWMISHARES RUSSELL 2000 ETF | $13.0M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $12.0M |
BACBANK OF AMERICA CORP | $12.0M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $12.0M |
FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP | $12.0M |
HDBHDFC BANK LIMITED SPONSORED ADR | $12.0M |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $12.0M |
IRMIRON MOUNTAIN, INC. | $12.0M |
DEODIAGEO PLC SPONSORED ADR | $12.0M |
CLCOLGATE-PALMOLIVE COMPANY | $11.0M |
LLYELI LILLY AND COMPANY | $11.0M |
AIGAMERICAN INTERNATIONAL GROUP, INC. | $11.0M |
XLEENERGY SELECT SECTOR SPDR FUND | $11.0M |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $11.0M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $11.0M |
NVSNNOVARTIS AG SPONSORED ADR | $11.0M |
IYHISHARES U.S. HEALTHCARE ETF | $11.0M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.0M |
FFIVF5, INC. | $11.0M |
DOVDOVER CORPORATION | $11.0M |
CBCHUBB LIMITED | $11.0M |
KMIKINDER MORGAN INC CLASS P | $11.0M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $11.0M |
OTISOTIS WORLDWIDE CORPORATION | $11.0M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $10.0M |
RELXRELX PLC SPONSORED ADR | $10.0M |
EFVISHARES MSCI EAFE VALUE ETF | $10.0M |
EPDENTERPRISE PRODUCTS PARTNERS L.P. | $10.0M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $10.0M |
EFAISHARES MSCI EAFE ETF | $10.0M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $10.0M |
INTAINTAPP, INC. | $10.0M |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $10.0M |
KOCOCA-COLA COMPANY | $10.0M |
IWBISHARES RUSSELL 1000 ETF | $10.0M |
YUMYUM! BRANDS, INC. | $9.0M |
VOVANGUARD MID-CAP ETF | $9.0M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $9.0M |
FTSLFIRST TRUST SENIOR LOAN FUND | $9.0M |
FERGFERGUSON PLC | $9.0M |
NWLNEWELL BRANDS INC | $9.0M |
ELESTEE LAUDER COMPANIES INC. CLASS A | $9.0M |
GIB/ACGI INC. CLASS A | $9.0M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $9.0M |
TAT&T INC. | $9.0M |
MCDMCDONALD'S CORPORATION | $9.0M |
GXOGXO LOGISTICS INC | $8.0M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $8.0M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $8.0M |
SHVISHARES SHORT TREASURY BOND ETF | $8.0M |
BXBLACKSTONE INC. | $8.0M |
INTCINTEL CORPORATION | $8.0M |
PLDPROLOGIS, INC. | $8.0M |
XYLXYLEM INC. | $8.0M |
IYFISHARES U.S. FINANCIALS ETF | $8.0M |
HONHONEYWELL INTERNATIONAL INC. | $8.0M |
RYROYAL BANK OF CANADA | $8.0M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $8.0M |
ZTSZOETIS, INC. CLASS A | $8.0M |
TFCTRUIST FINANCIAL CORPORATION | $8.0M |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $8.0M |
IPACISHARES CORE MSCI PACIFIC ETF | $8.0M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $8.0M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $8.0M |
BIPBROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $8.0M |
CTVACORTEVA INC | $7.0M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $7.0M |
WEPMAGELLAN MIDSTREAM PARTNERS, L.P. | $7.0M |
DOWDOW, INC. | $7.0M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $7.0M |
XPOXPO, INC. | $7.0M |
COFCAPITAL ONE FINANCIAL CORP | $7.0M |
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $7.0M |
COPCONOCOPHILLIPS | $7.0M |
VALEVALE S.A. SPONSORED ADR | $7.0M |
AMDADVANCED MICRO DEVICES, INC. | $7.0M |
ADIANALOG DEVICES, INC. | $7.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $7.0M |
RIORIO TINTO PLC SPONSORED ADR | $7.0M |
AYATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | $7.0M |
—VENATOR MATERIALS PLC | $7.0M |
ETNEATON CORP. PLC | $7.0M |
AQLTISHARES SELECT DIVIDEND ETF | $6.0M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $6.0M |
OBDCOWL ROCK CAPITAL CORPORATION | $6.0M |
SLBSCHLUMBERGER N.V. | $6.0M |
WMBWILLIAMS COMPANIES, INC. | $6.0M |
AVTRAVANTOR, INC. | $6.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.0M |
AESAES CORPORATION | $6.0M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $6.0M |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $6.0M |
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $6.0M |
KAMOTORTOISE NORTH AMERICAN PIPELINE FUND | $6.0M |
AFWALIGN TECHNOLOGY, INC. | $5.0M |
LULULULULEMON ATHLETICA INC | $5.0M |