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 |
|---|---|
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $1.1M |
REGNREGENERON PHARMACEUTICALS, INC. | $1.1M |
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR | $1.1M |
AMANTERO MIDSTREAM CORP. | $1.1M |
DVNDEVON ENERGY CORPORATION | $1.1M |
KIMKIMCO REALTY CORPORATION | $1.1M |
CPTCAMDEN PROPERTY TRUST | $1.0M |
PIIPOLARIS INC. | $1.0M |
MCKMCKESSON CORPORATION | $1.0M |
XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF | $1.0M |
SIVBEURSVB FINANCIAL GROUP | $1.0M |
SSNCSS&C TECHNOLOGIES HOLDINGS, INC. | $1.0M |
CTRACOTERRA ENERGY INC. | $1.0M |
ESSESSEX PROPERTY TRUST, INC. | $1.0M |
PECOPHILLIPS EDISON & COMPANY, INC. | $1.0M |
WFC 7.5 PERP LWELLS FARGO & COMPANY 7.5 NON CUM PERP CONV PFD REGISTERED SHS A SERIES L | $999K |
SUSAISHARES MSCI USA ESG SELECT ETF | $993K |
SPOTSPOTIFY TECHNOLOGY SA | $990K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $990K |
WPMWHEATON PRECIOUS METALS CORP | $990K |
AVBAVALONBAY COMMUNITIES, INC. | $990K |
CITCINTAS CORPORATION | $984K |
SGDMSPROTT GOLD MINERS ETF | $982K |
PAGPPLAINS GP HOLDINGS LP CLASS A | $968K |
FFORD MOTOR COMPANY | $961K |
VFCV.F. CORPORATION | $955K |
HIGHARTFORD FINANCIAL SERVICES GROUP, INC. | $954K |
NBTBNBT BANCORP INC. | $945K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $944K |
BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR | $944K |
SBACSBA COMMUNICATIONS CORP. CLASS A | $932K |
AMLPALERIAN MLP ETF | $932K |
UTHUNITED THERAPEUTICS CORPORATION | $917K |
BKLNINVESCO SENIOR LOAN ETF | $912K |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $907K |
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF | $906K |
CHDCHURCH & DWIGHT CO., INC. | $904K |
SD2SANDY SPRING BANCORP, INC. | $902K |
CNRCANADIAN NATIONAL RAILWAY COMPANY | $901K |
MHKMOHAWK INDUSTRIES, INC. | $895K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $893K |
MLMMARTIN MARIETTA MATERIALS, INC. | $887K |
GLWCORNING INC | $886K |
RGLDROYAL GOLD, INC. | $885K |
ETRENTERGY CORPORATION | $881K |
PGRPROGRESSIVE CORPORATION | $878K |
ITGARTNER, INC. | $865K |
LUMNLUMEN TECHNOLOGIES, INC. | $863K |
EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON, INC. | $863K |
BWABORGWARNER INC. | $860K |
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $856K |
VRSNVERISIGN, INC. | $844K |
GTIPGOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF | $831K |
HALHALLIBURTON COMPANY | $829K |
CINFCINCINNATI FINANCIAL CORPORATION | $828K |
PEGPUBLIC SERVICE ENTERPRISE GROUP INC | $826K |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $823K |
VDEVANGUARD ENERGY ETF | $820K |
BAXBAXTER INTERNATIONAL INC. | $818K |
RJFRAYMOND JAMES FINANCIAL, INC. | $816K |
AMHAMERICAN HOMES 4 RENT CLASS A | $813K |
FNDXSCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF | $808K |
DVOLFIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF | $808K |
IYRISHARES U.S. REAL ESTATE ETF | $806K |
VDCVANGUARD CONSUMER STAPLES ETF | $805K |
AGLAGILON HEALTH INC | $797K |
EGPEASTGROUP PROPERTIES, INC. | $786K |
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $784K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $780K |
MPTMEDICAL PROPERTIES TRUST, INC. | $771K |
APPFAPPFOLIO INC CLASS A | $768K |
VAWVANGUARD MATERIALS ETF | $767K |
HSYHERSHEY COMPANY | $765K |
KYNKAYNE ANDERSON ENERGY INFRASTRUCTURE FUND, INC. | $764K |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $760K |
GSSTGOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF | $752K |
CBSHCOMMERCE BANCSHARES, INC. | $749K |
SONSONOCO PRODUCTS COMPANY | $745K |
DFSEURDISCOVER FINANCIAL SERVICES | $739K |
TFIITFI INTERNATIONAL INC. | $736K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. | $736K |
WECWEC ENERGY GROUP INC | $733K |
CNPCENTERPOINT ENERGY, INC. | $726K |
FRTFEDERAL REALTY INVESTMENT TRUST | $724K |
DAIODATA I/O CORPORATION | $720K |
KRKROGER CO. | $717K |
PEOEXELON CORPORATION | $713K |
FTNTFORTINET, INC. | $709K |
UNMUNUM GROUP | $706K |
VXFVANGUARD EXTENDED MARKET ETF | $699K |
STMSTMICROELECTRONICS NV ADR REGS | $695K |
SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $693K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $690K |
RWXSPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $681K |
PTLCPACER TRENDPILOT US LARGE CAP ETF | $681K |
IWCISHARES MICRO-CAP ETF | $680K |
XYZBLOCK, INC. CLASS A | $679K |
VENVENTAS, INC. | $677K |
BXPBOSTON PROPERTIES, INC. | $677K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $675K |