UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$16.9B
Holdings
1,083
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (1,083 positions)
| Stock | Value |
|---|---|
DASHDOORDASH, INC. CLASS A | $1.8M |
CAHCARDINAL HEALTH, INC. | $1.7M |
TWITITAN INTERNATIONAL, INC. | $1.7M |
ICEINTERCONTINENTAL EXCHANGE, INC. | $1.7M |
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $1.7M |
EFVISHARES MSCI EAFE VALUE ETF | $1.7M |
FT2FIRST HORIZON CORPORATION | $1.7M |
HCAHCA HEALTHCARE INC | $1.7M |
SYYSYSCO CORPORATION | $1.7M |
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $1.7M |
NZFNUVEEN MUNICIPAL CREDIT INCOME FUND OF BENEF INTEREST | $1.7M |
IAU*ISHARES GOLD TRUST | $1.6M |
WYWEYERHAEUSER COMPANY | $1.6M |
DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $1.6M |
IWSISHARES RUSSELL MID-CAP VALUE ETF | $1.6M |
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $1.6M |
SRCLSTERICYCLE, INC. | $1.6M |
XNEAXNUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND OF BENEF INTEREST | $1.6M |
SLRCSLR INVESTMENT CORP. | $1.6M |
TRVTRAVELERS COMPANIES, INC. | $1.6M |
DGROISHARES CORE DIVIDEND GROWTH ETF | $1.6M |
YUMCYUM CHINA HOLDINGS, INC. | $1.6M |
LVLNSPDR S&P REGIONAL BANKING ETF | $1.5M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $1.5M |
SBRSABINE ROYALTY TRUST | $1.5M |
EQREQUITY RESIDENTIAL | $1.5M |
IBBISHARES BIOTECHNOLOGY ETF | $1.5M |
SNYSANOFI SPONSORED ADR | $1.5M |
ESGVVANGUARD ESG U.S. STOCK ETF | $1.5M |
A4SAMERIPRISE FINANCIAL, INC. | $1.5M |
WPCW. P. CAREY INC. | $1.5M |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $1.5M |
INFLHORIZON KINETICS INFLATION BENEFICIARIES ETF | $1.5M |
VTHRVANGUARD RUSSELL 3000 ETF | $1.5M |
RPRXROYALTY PHARMA PLC CLASS A | $1.5M |
ORLYO'REILLY AUTOMOTIVE, INC. | $1.4M |
IBDUISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $1.4M |
BKHBLACK HILLS CORPORATION | $1.4M |
IBDTISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $1.4M |
PYPLPAYPAL HOLDINGS, INC. | $1.4M |
EXREXTRA SPACE STORAGE INC. | $1.4M |
NADNUVEEN QUALITY MUNICIPAL INCOME FUND OF BENEF.INTEREST | $1.4M |
IYY*ISHARES DOW JONES U.S. ETF | $1.4M |
FALNISHARES FALLEN ANGELS USD BOND ETF | $1.4M |
EDCONSOLIDATED EDISON, INC. | $1.4M |
TTTRANE TECHNOLOGIES PLC | $1.4M |
MNSTMONSTER BEVERAGE CORPORATION | $1.4M |
ALBALBEMARLE CORPORATION | $1.4M |
MRNAMODERNA, INC. | $1.4M |
SRLNSPDR BLACKSTONE SENIOR LOAN ETF | $1.4M |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $1.4M |
UBSIUNITED BANKSHARES, INC. | $1.4M |
IYEISHARES U.S. ENERGY ETF | $1.4M |
LITELUMENTUM HOLDINGS, INC. | $1.4M |
SWCHEURSWITCH, INC. CLASS A | $1.3M |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $1.3M |
ZBHZIMMER BIOMET HOLDINGS, INC. | $1.3M |
PANWPALO ALTO NETWORKS, INC. | $1.3M |
VLOVALERO ENERGY CORPORATION | $1.3M |
ENBENBRIDGE INC. | $1.3M |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $1.3M |
OXYOCCIDENTAL PETROLEUM CORPORATION | $1.3M |
DREUSDDUKE REALTY CORPORATION | $1.3M |
FBRTFRANKLIN BSP REALTY TRUST, INC. | $1.3M |
VGKVANGUARD FTSE EUROPE ETF | $1.3M |
XBISPDR S&P BIOTECH ETF | $1.3M |
IRTINDEPENDENCE REALTY TRUST, INC. | $1.3M |
DWDMORGAN STANLEY | $1.3M |
7HPHP INC. | $1.3M |
FNVFRANCO-NEVADA CORPORATION | $1.2M |
INVHINVITATION HOMES, INC. | $1.2M |
DVADAVITA INC. | $1.2M |
EWEDWARDS LIFESCIENCES CORPORATION | $1.2M |
PAAPLAINS ALL AMERICAN PIPELINE, L.P. | $1.2M |
WBDWARNER BROS. DISCOVERY, INC. SERIES A | $1.2M |
EGBNEAGLE BANCORP, INC. | $1.2M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1.2M |
SNASNAP-ON INCORPORATED | $1.2M |
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF | $1.2M |
SAPSAP SE SPONSORED ADR | $1.2M |
BMRNBIOMARIN PHARMACEUTICAL INC. | $1.2M |
VFHVANGUARD FINANCIALS ETF | $1.2M |
TTENTOTALENERGIES SE SPONSORED ADR | $1.2M |
AREALEXANDRIA REAL ESTATE EQUITIES, INC. | $1.2M |
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF | $1.2M |
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND | $1.2M |
CMICUMMINS INC. | $1.2M |
GMABGENMAB A/S SPONSORED ADR | $1.2M |
ARCCARES CAPITAL CORPORATION | $1.1M |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $1.1M |
HRBH&R BLOCK, INC. | $1.1M |
CLXCLOROX COMPANY | $1.1M |
ALSALLSTATE CORPORATION | $1.1M |
SUISUN COMMUNITIES, INC. | $1.1M |
CGCARLYLE GROUP INC | $1.1M |
SCHWCHARLES SCHWAB CORP | $1.1M |
IWNISHARES RUSSELL 2000 VALUE ETF | $1.1M |
METMETLIFE, INC. | $1.1M |
GPCGENUINE PARTS COMPANY | $1.1M |
SFNCSIMMONS FIRST NATIONAL CORPORATION CLASS A | $1.1M |