UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$20.0B
Holdings
1,192
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (1,192 positions)
| Stock | Value |
|---|---|
XBISPDR S&P BIOTECH ETF | $1.4M |
MAAMid-America Apartment Communities, Inc. | $1.4M |
SILGlobal X Silver Miners ETF | $1.3M |
CPTCamden Property Trust | $1.3M |
WYWeyerhaeuser Company | $1.3M |
INTZIntrusion Inc. | $1.3M |
IJJiShares S&P Mid-Cap 400 Value ETF | $1.3M |
DDOGDatadog Inc Class A | $1.3M |
PIIPolaris Inc. | $1.3M |
IWNiShares Russell 2000 Value ETF | $1.3M |
ELSEquity LifeStyle Properties, Inc. | $1.3M |
ICSHBlackRock Ultra Short-Term Bond ETF | $1.3M |
JEPIJPMorgan Equity Premium Income ETF | $1.3M |
PAAPlains All American Pipeline, L.P. | $1.3M |
VFHVanguard Financials ETF | $1.2M |
DAIOData I/O Corporation | $1.2M |
RBLXRoblox Corp. Class A | $1.2M |
LINLinde plc | $1.2M |
RMEResMed Inc. | $1.2M |
DVOLFirst Trust Dorsey Wright Momentum & Low Volatility ETF | $1.2M |
ORLYO'Reilly Automotive, Inc. | $1.2M |
IPGInterpublic Group of Companies, Inc. | $1.2M |
LYBLyondellBasell Industries NV | $1.2M |
EBAeBay Inc. | $1.2M |
RGLDRoyal Gold, Inc. | $1.2M |
ESSEssex Property Trust, Inc. | $1.2M |
VTIPVanguard Short-Term Inflation-Protected Securities ETF | $1.2M |
ARCTArcturus Therapeutics Holdings, Inc. | $1.2M |
FXOFirst Trust Financials AlphaDEX Fund | $1.2M |
CINFCincinnati Financial Corporation | $1.2M |
BMRNBioMarin Pharmaceutical Inc. | $1.2M |
FCORFidelity Corporate Bond ETF | $1.2M |
GLWCorning Inc | $1.2M |
CSTLCastle Biosciences, Inc. | $1.2M |
SPSMSPDR Portfolio S&P 600 Small Cap ETF | $1.2M |
BAXBaxter International Inc. | $1.2M |
AGGYWisdomTree Yield Enhanced U.S. Aggregate Bond Fund | $1.1M |
SPSBSPDR Portfolio Short Term Corporate Bond ETF | $1.1M |
RDVYFirst Trust Rising Dividend Achievers ETF | $1.1M |
WPMWheaton Precious Metals Corp | $1.1M |
HDViShares Core High Dividend ETF | $1.1M |
SGDMSprott Gold Miners ETF | $1.1M |
CNPCenterPoint Energy, Inc. | $1.1M |
SCHHSchwab U.S. REIT ETF | $1.1M |
DSIiShares MSCI KLD 400 Social ETF | $1.1M |
SESea Ltd. (Singapore) Sponsored ADR Class A | $1.1M |
LENLennar Corporation Class A | $1.1M |
BANXStoneCastle Financial Corp. | $1.1M |
HRBH&R Block, Inc. | $1.1M |
IEFiShares 7-10 Year Treasury Bond ETF | $1.1M |
ZIONZions Bancorporation, N.A. | $1.1M |
JBGSJBG SMITH Properties | $1.1M |
METMetLife, Inc. | $1.1M |
SONSonoco Products Company | $1.1M |
SBRSabine Royalty Trust | $1.1M |
ONCBeiGene, Ltd. Sponsored ADR | $1.1M |
FTVFortive Corp. | $1.1M |
FTNTFortinet, Inc. | $1.1M |
BMTABritish American Tobacco PLC Sponsored ADR | $1.1M |
DFSEURDiscover Financial Services | $1.1M |
IVZInvesco Ltd. | $1.1M |
LQDHiShares Interest Rate Hedged Corporate Bond ETF | $1.0M |
SWSSmith & Wesson Brands, Inc. | $1.0M |
TTENTotalEnergies SE Sponsored ADR | $1.0M |
STXSeagate Technology Holdings PLC | $1.0M |
HASHasbro, Inc. | $1.0M |
WDCWestern Digital Corporation | $1.0M |
REGNRegeneron Pharmaceuticals, Inc. | $1.0M |
AYIAcuity Brands, Inc. | $1.0M |
FSKFS KKR Capital Corp. | $1.0M |
ARKKARK Innovation ETF | $1.0M |
AMAntero Midstream Corp. | $1.0M |
PG4Principal Financial Group, Inc. | $1.0M |
IWCiShares Micro-Cap ETF | $1.0M |
IYRiShares U.S. Real Estate ETF | $1.0M |
AMHAmerican Homes 4 Rent Class A | $1.0M |
IBTXUSDIndependent Bank Group, Inc. | $1.0M |
VSGXVanguard ESG International Stock ETF | $1.0M |
RJFRaymond James Financial, Inc. | $1.0M |
JMSTJPMorgan Ultra-Short Municipal Income ETF | $1.0M |
STMSTMicroelectronics NV ADR RegS | $1.0M |
DWDMorgan Stanley | $988K |
NBTBNBT Bancorp Inc. | $976K |
PAGPPlains GP Holdings LP Class A | $972K |
QQQInvesco Bulletshares 2023 Corporate Bond ETF | $969K |
SCHISchwab 5-10 Year Corporate Bond ETF | $957K |
FNDXSchwab Fundamental US Large Co. Index ETF | $956K |
OMCOmnicom Group Inc | $956K |
TWITitan International, Inc. | $956K |
MCKMcKesson Corporation | $951K |
SPHQInvesco S&P 500 Quality ETF | $946K |
IRIngersoll Rand Inc. | $943K |
KIMKimco Realty Corporation | $942K |
CONECyrusOne Inc. | $939K |
NWLNewell Brands Inc | $939K |
BBVABanco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR | $927K |
FEGEFirst Eagle Alternative Capital BDC, Inc. | $921K |
RWRSPDR Dow Jones REIT ETF | $919K |
RWXSPDR Dow Jones International Real Estate ETF | $914K |
DVNDevon Energy Corporation | $913K |