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 |
|---|---|
APHAMPHENOL CORPORATION CLASS A | $537K |
FTCSFIRST TRUST CAPITAL STRENGTH ETF | $533K |
STTSTATE STREET CORPORATION | $527K |
FSKFS KKR CAPITAL CORP. | $525K |
MSIMOTOROLA SOLUTIONS, INC. | $522K |
FBNCFIRST BANCORP | $522K |
AMKRAMKOR TECHNOLOGY, INC. | $522K |
FEFIRSTENERGY CORP. | $518K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $498K |
NEMNEWMONT CORPORATION | $498K |
DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $497K |
FRTFEDERAL REALTY INVESTMENT TRUST | $494K |
BXPBOSTON PROPERTIES, INC. | $493K |
STZCONSTELLATION BRANDS, INC. CLASS A | $493K |
CUBECUBESMART | $492K |
IWCISHARES MICRO-CAP ETF | $486K |
LYBLYONDELLBASELL INDUSTRIES NV | $485K |
BAXBAXTER INTERNATIONAL INC. | $484K |
MPLXMPLX LP | $480K |
ONCBEIGENE LTD SPONSORED ADR | $479K |
CLXCLOROX COMPANY | $477K |
CP.TOCANADIAN PACIFIC KANSAS CITY LIMITED | $473K |
RWRSPDR DOW JONES REIT ETF | $471K |
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | $467K |
XLGIXLAZARD GLOBAL TOTAL RETURN & INCOME FUND INC | $466K |
ANETEURARISTA NETWORKS, INC. | $462K |
SHOPSHOPIFY, INC. CLASS A | $460K |
PPGPPG INDUSTRIES, INC. | $460K |
UTHUNITED THERAPEUTICS CORPORATION | $460K |
ACWXISHARES MSCI ACWI EX U.S. ETF | $456K |
HBANHUNTINGTON BANCSHARES INCORPORATED | $456K |
PHOINVESCO WATER RESOURCES ETF | $454K |
FOURSHIFT4 PAYMENTS, INC. CLASS A | $452K |
ALBALBEMARLE CORPORATION | $444K |
VRPINVESCO VARIABLE RATE PREFERRED ETF | $444K |
TDTORONTO-DOMINION BANK | $443K |
INCYINCYTE CORPORATION | $439K |
IYMISHARES U.S. BASIC MATERIALS ETF | $435K |
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND | $431K |
KEYSKEYSIGHT TECHNOLOGIES INC | $427K |
PECOPHILLIPS EDISON & COMPANY, INC. | $426K |
IXNISHARES GLOBAL TECH ETF | $422K |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $422K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $420K |
1939900DBROOKFIELD INFRASTRUCTURE CORP. (NEW YORK) CLASS A | $419K |
EQNREQUINOR ASA SPONSORED ADR | $417K |
XYZBLOCK, INC. CLASS A | $417K |
DTEDTE ENERGY COMPANY | $417K |
PESIPERMA-FIX ENVIRONMENTAL SERVICES, INC. | $412K |
BLDRBUILDERS FIRSTSOURCE, INC. | $412K |
PG4PRINCIPAL FINANCIAL GROUP, INC. | $407K |
WTRGESSENTIAL UTILITIES, INC. | $406K |
OGEOGE ENERGY CORP. | $402K |
STXSEAGATE TECHNOLOGY HOLDINGS PLC | $397K |
URIUNITED RENTALS, INC. | $393K |
REXRREXFORD INDUSTRIAL REALTY, INC. | $391K |
RSPUINVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | $390K |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $384K |
LKQ1LKQ CORPORATION | $381K |
BRXBRIXMOR PROPERTY GROUP, INC. | $376K |
IGFISHARES GLOBAL INFRASTRUCTURE ETF | $375K |
FXLFIRST TRUST TECHNOLOGY ALPHADEX FUND | $374K |
KBAKRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF | $373K |
AGIALAMOS GOLD INC. | $372K |
QDFFLEXSHARES QUALITY DIVIDEND INDEX FUND | $369K |
MCXMCCORMICK & COMPANY, INCORPORATED | $365K |
AAXJISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF | $364K |
VOOGVANGUARD S&P 500 GROWTH ETF | $357K |
MDYGSPDR S&P 400 MID CAP GROWTH ETF | $357K |
IPINTERNATIONAL PAPER COMPANY | $356K |
GL40INDUS REALTY TRUST, INC. | $353K |
KELKELLOGG COMPANY | $348K |
IRTINDEPENDENCE REALTY TRUST, INC. | $347K |
COOCOOPER COMPANIES, INC. | $345K |
FBINFORTUNE BRANDS INNOVATIONS, INC. | $345K |
CMACOMERICA INCORPORATED | $344K |
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $344K |
BGBUNGE LIMITED | $343K |
WF2WINTRUST FINANCIAL CORPORATION | $340K |
MTZMASTEC, INC. | $339K |
EFXEQUIFAX INC. | $337K |
ODFLOLD DOMINION FREIGHT LINE, INC. | $336K |
BHPBHP GROUP LTD SPONSORED AMERICAN DEPOSITARY RECEIPT REPR 2 SHS | $334K |
IVZINVESCO LTD. | $333K |
AGLAGILON HEALTH INC | $332K |
AWCAMERICAN WATER WORKS COMPANY, INC. | $331K |
ACGLARCH CAPITAL GROUP LTD. | $331K |
ROSTROSS STORES, INC. | $331K |
POSTPOST HOLDINGS, INC. | $327K |
PAASPAN AMERICAN SILVER CORP. | $327K |
SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $326K |
EQC 6.5 PERP DEQUITY COMMONWEALTH 6.5 CUM CONV PFD REGISTERED SHS SERIES -D- | $324K |
MUMICRON TECHNOLOGY, INC. | $323K |
UALUNITED AIRLINES HOLDINGS, INC. | $322K |
NXPINXP SEMICONDUCTORS NV | $320K |
LENLENNAR CORPORATION CLASS A | $318K |
PRFINVESCO FTSE RAFI US 1000 ETF | $317K |
QQQINVESCO BULLETSHARES 2023 CORPORATE BOND ETF | $317K |
NOKNOKIA OYJ SPONSORED ADR | $316K |
ESEVERSOURCE ENERGY | $316K |