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)

StockValue
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
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