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 |
|---|---|
MMM3M Company | $14.6M |
EOGEOG Resources, Inc. | $14.6M |
TFCTruist Financial Corporation | $14.5M |
SCHOSchwab Short-Term US Treasury ETF | $14.5M |
CLColgate-Palmolive Company | $14.0M |
VSSVanguard FTSE All-World ex-US Small-Cap ETF | $13.7M |
MCDMcDonald's Corporation | $13.7M |
NWLNewell Brands Inc | $13.5M |
XPOXPO Logistics, Inc. | $13.4M |
VGSHVanguard Short-Term Treasury ETF | $13.4M |
PHParker-Hannifin Corporation | $13.4M |
DVYEiShares Emerging Markets Dividend ETF | $13.2M |
VYMVanguard High Dividend Yield Index ETF | $13.2M |
—Ampio Pharmaceuticals, Inc. | $13.0M |
XLEEnergy Select Sector SPDR Fund | $13.0M |
GVIiShares Intermediate Government/Credit Bond ETF | $13.0M |
ZTSZoetis, Inc. Class A | $12.9M |
FNFFidelity National Financial, Inc. - FNF Group | $12.9M |
IRMIron Mountain, Inc. | $12.8M |
QQLVInvesco BulletShares 2023 High Yield Corporate Bond ETF | $12.7M |
EFAiShares MSCI EAFE ETF | $12.7M |
TAT&T Inc. | $12.6M |
WABWestinghouse Air Brake Technologies Corporation | $12.5M |
DHID.R. Horton, Inc. | $12.4M |
DEODiageo plc Sponsored ADR | $12.4M |
VEUVanguard FTSE All-World ex-US Index Fund | $12.3M |
BNDVanguard Total Bond Market ETF | $12.2M |
ASMLASML Holding NV ADR | $12.1M |
COPConocoPhillips | $12.0M |
AVTRAvantor, Inc. | $11.9M |
FFIVF5, Inc. | $11.8M |
VIGVanguard Dividend Appreciation ETF | $11.8M |
COFCapital One Financial Corp | $11.8M |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $11.6M |
IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $11.5M |
COHRII-VI Incorporated | $11.4M |
IYHiShares U.S. Healthcare ETF | $11.4M |
GXOGXO Logistics Inc | $11.3M |
VOVanguard Mid-Cap ETF | $11.2M |
IWBiShares Russell 1000 ETF | $11.2M |
CHKPCheck Point Software Technologies Ltd. | $10.9M |
XLKTechnology Select Sector SPDR Fund | $10.9M |
BAMBrookfield Asset Management Inc. Class A | $10.8M |
OTISOtis Worldwide Corporation | $10.8M |
BIPBrookfield Infrastructure Partners L.P. | $10.6M |
TAPMolson Coors Beverage Company Class B | $10.6M |
YUMYum! Brands, Inc. | $10.4M |
HDBHDFC Bank Limited Sponsored ADR | $10.2M |
IPACiShares Core MSCI Pacific ETF | $10.1M |
XLCCommunication Services Select Sector SPDR Fund | $10.1M |
HONHoneywell International Inc. | $10.0M |
EFAViShares MSCI EAFE Min Vol Factor ETF | $10.0M |
SPDWSPDR Portfolio Developed World ex-US ETF | $9.8M |
RELXRELX PLC Sponsored ADR | $9.8M |
ICLRICON Plc | $9.8M |
RYRoyal Bank of Canada | $9.6M |
KMIKinder Morgan Inc Class P | $9.5M |
AIGAmerican International Group, Inc. | $9.3M |
GIB/ACGI Inc. Class A | $8.9M |
SLBSchlumberger NV | $8.9M |
DFUVDimensional US Marketwide Value ETF | $8.9M |
CNCCentene Corporation | $8.8M |
PLDPrologis, Inc. | $8.7M |
BXBlackstone Inc. | $8.7M |
TMToyota Motor Corp. Sponsored ADR | $8.7M |
SHWSherwin-Williams Company | $8.7M |
SPYVSPDR Portfolio S&P 500 Value ETF | $8.6M |
CBChubb Limited | $8.5M |
BABoeing Company | $8.4M |
AVLRUSDAvalara Inc | $8.4M |
LRCXEURLam Research Corporation | $8.3M |
SPYGSPDR Portfolio S&P 500 Growth ETF | $8.2M |
IWOiShares Russell 2000 Growth ETF | $8.2M |
XYLXylem Inc. | $8.1M |
MARMarriott International, Inc. Class A | $8.0M |
RIORio Tinto plc Sponsored ADR | $7.9M |
MSCIMSCI Inc. Class A | $7.8M |
TIPiShares TIPS Bond ETF | $7.7M |
EEMiShares MSCI Emerging Markets ETF | $7.7M |
TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $7.7M |
OBDCOwl Rock Capital Corporation | $7.7M |
NTRSNorthern Trust Corporation | $7.7M |
FERGFerguson Plc | $7.6M |
VALEVale S.A. Sponsored ADR | $7.3M |
PBRPetroleo Brasileiro SA Sponsored ADR | $7.3M |
VGTVanguard Information Technology ETF | $7.1M |
APDAir Products and Chemicals, Inc. | $7.0M |
SCHMSchwab U.S. Mid-Cap ETF | $7.0M |
—Tyme Technologies, Inc. | $7.0M |
4I1Philip Morris International Inc. | $7.0M |
DOWDow, Inc. | $7.0M |
SMLFiShares MSCI USA Small-Cap Multifactor ETF | $6.9M |
KAMOTortoise North American Pipeline Fund | $6.9M |
IYFiShares U.S. Financials ETF | $6.8M |
GSGoldman Sachs Group, Inc. | $6.8M |
AESAES Corporation | $6.8M |
TJXTJX Companies Inc | $6.8M |
SUBiShares Short-Term National Muni Bond ETF | $6.7M |
CFGCitizens Financial Group, Inc. | $6.7M |
SCCOSouthern Copper Corporation | $6.6M |