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 |
|---|---|
NUVNuveen Municipal Value Fund Inc | $6.5M |
WMBWilliams Companies, Inc. | $6.4M |
KMXCarMax, Inc. | $6.4M |
WEPMagellan Midstream Partners, L.P. | $6.4M |
XLIIndustrial Select Sector SPDR Fund | $6.3M |
KMBKimberly-Clark Corporation | $6.2M |
GOODGladstone Commercial Corporation | $6.2M |
REETiShares Global REIT ETF | $6.2M |
IYKiShares U.S. Consumer Staples ETF | $6.1M |
IEFiShares 7-10 Year Treasury Bond ETF | $6.1M |
AQLTiShares Select Dividend ETF | $6.0M |
DUKDuke Energy Corporation | $6.0M |
FDXFedEx Corporation | $6.0M |
JACKJack in the Box Inc. | $6.0M |
VTVanguard Total World Stock ETF | $5.8M |
SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $5.8M |
DFUSDimensional U.S. Equity ETF | $5.8M |
CWISPDR MSCI ACWI ex-US ETF | $5.6M |
WBAWalgreens Boots Alliance, Inc. | $5.5M |
LOGILogitech International S.A. | $5.4M |
IWPiShares Russell Mid-Cap Growth ETF | $5.3M |
IYCiShares U.S. Consumer Discretionary ETF | $5.3M |
ECLEcolab Inc. | $5.3M |
ISTBiShares Core 1-5 Year USD Bond ETF | $5.0M |
APTVAptiv PLC | $5.0M |
CNSPCNS Pharmaceuticals, Inc. | $5.0M |
CSXCSX Corporation | $5.0M |
VOEVanguard Mid-Cap Value ETF | $5.0M |
DFASDimensional U.S. Small Cap ETF | $4.9M |
LNTAlliant Energy Corp | $4.9M |
NEARBlackRock Short Maturity Bond ETF | $4.9M |
PNCPNC Financial Services Group, Inc. | $4.9M |
AFWAlign Technology, Inc. | $4.8M |
LITELumentum Holdings, Inc. | $4.8M |
FLOTiShares Floating Rate Bond ETF | $4.8M |
VTEBVanguard Tax-Exempt Bond ETF | $4.8M |
TRMBTrimble Inc. | $4.8M |
RSPInvesco S&P 500 Equal Weight ETF | $4.8M |
MGVVanguard Mega Cap Value ETF | $4.7M |
DGRWWisdomTree US Quality Dividend Growth Fund | $4.7M |
ABAllianceBernstein Holding L.P. | $4.7M |
VPUVanguard Utilities ETF | $4.7M |
LHLaboratory Corporation of America Holdings | $4.6M |
EEMViShares MSCI Emerging Markets Min Vol Factor ETF | $4.6M |
KHCKraft Heinz Company | $4.5M |
TRVCCitigroup Inc. | $4.5M |
IJKiShares S&P Mid-Cap 400 Growth ETF | $4.4M |
AMDAdvanced Micro Devices, Inc. | $4.4M |
ABNBAirbnb, Inc. Class A | $4.4M |
MDYSPDR S&P Midcap 400 ETF Trust | $4.4M |
SHELShell PLC Sponsored ADR | $4.4M |
IAUiShares iBonds Dec 2023 Term Corporate ETF | $4.3M |
IWRiShares Russell Midcap ETF | $4.3M |
IBDPiShares iBonds Dec 2024 Term Corporate ETF | $4.2M |
CMCSAComcast Corporation Class A | $4.2M |
PNFPPinnacle Financial Partners, Inc. | $4.2M |
PHMPulteGroup, Inc. | $4.1M |
DDDuPont de Nemours, Inc. | $4.1M |
ESGUiShares ESG Aware MSCI USA ETF | $4.1M |
EFGiShares MSCI EAFE Growth ETF | $4.0M |
ATVIEURActivision Blizzard, Inc. | $4.0M |
AKBAAkebia Therapeutics, Inc. | $4.0M |
MTZMasTec, Inc. | $4.0M |
CRWDCrowdStrike Holdings, Inc. Class A | $4.0M |
GEGeneral Electric Company | $3.9M |
INTAIntapp, Inc. | $3.9M |
VXUSVanguard Total International Stock ETF | $3.9M |
VOTVanguard Mid-Cap Growth ETF | $3.9M |
AQLTiShares iBonds Dec 2023 Term Muni Bond ETF | $3.8M |
IYJiShares U.S. Industrials ETF | $3.8M |
IAUiShares iBonds Dec 2022 Term Corporate ETF | $3.8M |
QUALiShares MSCI USA Quality Factor ETF | $3.8M |
MOAltria Group Inc | $3.8M |
DDominion Energy Inc | $3.8M |
—iShares iBonds Dec 2022 Term Muni Bond ETF | $3.8M |
GWWW.W. Grainger, Inc. | $3.8M |
AQLTiShares iBonds Dec 2024 Term Muni Bond ETF | $3.7M |
PSXPhillips 66 | $3.7M |
KEYKeyCorp | $3.7M |
BXMTBlackstone Mortgage Trust, Inc. Class A | $3.7M |
IAUiShares iBonds Dec 2025 Term Muni Bond ETF | $3.7M |
DFATDimensional U.S. Targeted Value ETF | $3.7M |
VIGIVanguard International Dividend Appreciation ETF | $3.6M |
NVSNNovartis AG Sponsored ADR | $3.6M |
BILSPDR Bloomberg 1-3 Month T-Bill ETF | $3.6M |
TFISPDR Nuveen Bloomberg Municipal Bond ETF | $3.6M |
IBMOiShares iBonds Dec 2026 Term Muni Bond ETF | $3.6M |
SPGSimon Property Group, Inc. | $3.6M |
IBDQiShares iBonds Dec 2025 Term Corporate ETF | $3.6M |
TYLTyler Technologies, Inc. | $3.5M |
DYHTarget Corporation | $3.5M |
USBU.S. Bancorp | $3.5M |
NXPNuveen Select Tax-Free Income Portfolio | $3.5M |
SGENUSDSeagen, Inc. | $3.4M |
JEPIJPMorgan Equity Premium Income ETF | $3.4M |
TROWT. Rowe Price Group | $3.4M |
ORealty Income Corporation | $3.4M |
SCHPSchwab US TIPS ETF | $3.2M |
FISVFiserv, Inc. | $3.2M |
XLUUtilities Select Sector SPDR Fund | $3.1M |