UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$18.2B
Holdings
1,119
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (1,119 positions)
| Stock | Value |
|---|---|
ITOTiShares Core S&P Total U.S. Stock Market ETF | $36.5M |
AMTAmerican Tower Corporation | $36.4M |
AJGArthur J. Gallagher & Co. | $36.1M |
RSGRepublic Services, Inc. | $36.0M |
IVEiShares S&P 500 Value ETF | $35.9M |
LOWLowe's Companies, Inc. | $35.7M |
UPSUnited Parcel Service, Inc. Class B | $35.4M |
BLKCHFBlackRock, Inc. | $34.8M |
ISRGIntuitive Surgical, Inc. | $34.8M |
IWFiShares Russell 1000 Growth ETF | $34.6M |
SPMBSPDR Portfolio Mortgage Backed Bond ETF | $34.2M |
METAMeta Platforms Inc. Class A | $34.0M |
TSLATesla Inc | $34.0M |
TMOThermo Fisher Scientific Inc. | $33.6M |
TSCOTractor Supply Company | $33.4M |
HYGiShares iBoxx $ High Yield Corporate Bond ETF | $33.4M |
JKHYJack Henry & Associates, Inc. | $33.4M |
TXNTexas Instruments Incorporated | $32.0M |
VBVanguard Small-Cap ETF | $31.9M |
STESTERIS Plc | $31.8M |
INTCIntel Corporation | $31.8M |
AMGNAmgen Inc. | $31.2M |
DESWisdomTree U.S. SmallCap Dividend Fund | $31.0M |
SCHBSchwab U.S. Broad Market ETF | $30.8M |
VGITVanguard Intermediate-Term Treasury ETF | $30.3M |
NDAQNasdaq, Inc. | $30.3M |
CATCaterpillar Inc. | $30.0M |
OKEONEOK, Inc. | $29.8M |
INTUIntuit Inc. | $29.4M |
ACWIiShares MSCI ACWI ETF | $28.7M |
SYKStryker Corporation | $28.4M |
PEYInvesco High Yield Equity Dividend Achievers ETF | $28.3M |
NOCNorthrop Grumman Corp. | $28.3M |
ITWIllinois Tool Works Inc. | $28.2M |
IWDiShares Russell 1000 Value ETF | $28.1M |
FISFidelity National Information Services, Inc. | $27.9M |
USMViShares MSCI USA Min Vol Factor ETF | $27.5M |
EMREmerson Electric Co. | $27.1M |
FDNFirst Trust Dow Jones Internet Index Fund | $27.0M |
IEIiShares 3-7 Year Treasury Bond ETF | $26.7M |
FTSLFirst Trust Senior Loan Fund | $26.1M |
SOSouthern Company | $26.1M |
POOLPool Corporation | $26.1M |
IYWiShares U.S. Technology ETF | $26.1M |
ETNEaton Corp. Plc | $25.9M |
VPLVanguard FTSE Pacific ETF | $25.8M |
TTECTTEC Holdings, Inc. | $25.2M |
VMBSVanguard Mortgage-Backed Securities ETF | $25.0M |
SPEMSPDR Portfolio Emerging Markets ETF | $24.7M |
GISGeneral Mills, Inc. | $24.6M |
FNDCSchwab Fundamental International Small Co. Index ETF | $24.1M |
IEURiShares Core MSCI Europe ETF | $23.5M |
MDLZMondelez International, Inc. Class A | $23.2M |
8CWCrown Castle Inc. | $23.1M |
MINTPIMCO Enhanced Short Maturity Active ETF | $23.1M |
BALLBall Corporation | $23.0M |
JECUSDJacobs Engineering Group Inc. | $23.0M |
IBMInternational Business Machines Corporation | $22.7M |
PWBInvesco Dynamic Large Cap Growth ETF | $22.4M |
PAYXPaychex, Inc. | $22.2M |
SOXXiShares Semiconductor ETF | $22.1M |
CPRTCopart, Inc. | $22.0M |
PRUPrudential Financial, Inc. | $22.0M |
CRMSalesforce, Inc. | $22.0M |
PCARPACCAR Inc | $21.8M |
WATWaters Corporation | $21.8M |
DEDeere & Company | $21.6M |
TMUST-Mobile US, Inc. | $21.5M |
IUSViShares Core S&P US Value ETF | $21.4M |
VWOVanguard FTSE Emerging Markets ETF | $21.3M |
KOCoca-Cola Company | $21.2M |
AXPAmerican Express Company | $20.7M |
KKRKKR & Co Inc | $20.6M |
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | $20.5M |
LAMRLamar Advertising Company Class A | $20.3M |
SPABSPDR Portfolio Aggregate Bond ETF | $20.1M |
DONWisdomTree U.S. MidCap Dividend Fund | $20.1M |
IUSGiShares Core S&P U.S. Growth ETF | $19.8M |
DFACDimensional U.S. Core Equity 2 ETF | $19.7M |
VVVanguard Large-Cap ETF | $19.4M |
BSJM1EURInvesco BulletShares 2022 High Yield Corporate Bond ETF | $19.2M |
FQIDigital Realty Trust, Inc. | $19.0M |
IAGGiShares Core International Aggregate Bond ETF | $18.6M |
GSKGSK plc Sponsored ADR | $18.5M |
BACBank of America Corp | $18.2M |
SCHDSchwab US Dividend Equity ETF | $18.2M |
TPLTexas Pacific Land Corporation | $18.1M |
AFLAflac Incorporated | $17.9M |
IXUSiShares Core MSCI Total International Stock ETF | $17.8M |
XLFFinancial Select Sector SPDR Fund | $17.8M |
GQ9SPDR Gold Shares | $17.7M |
LLYEli Lilly and Company | $16.8M |
LMTLockheed Martin Corporation | $16.8M |
ROPRoper Technologies, Inc. | $16.8M |
IWViShares Russell 3000 ETF | $16.7M |
EPDEnterprise Products Partners L.P. | $16.5M |
SDOGALPS Sector Dividend Dogs ETF | $16.2M |
ELEstee Lauder Companies Inc. Class A | $16.1M |
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF | $15.8M |
BNDXVanguard Total International Bond ETF | $15.4M |