UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$21.7B
Holdings
1,195
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (1,195 positions)
| Stock | Value |
|---|---|
INTUINTUIT INC. | $47.2M |
TSCOTRACTOR SUPPLY COMPANY | $45.8M |
IVEISHARES S&P 500 VALUE ETF | $45.4M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $45.0M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $44.7M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $44.5M |
AJGARTHUR J. GALLAGHER & CO. | $42.6M |
POOLPOOL CORPORATION | $42.2M |
NDAQNASDAQ, INC. | $42.2M |
RSGREPUBLIC SERVICES, INC. | $41.6M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $41.5M |
VBVANGUARD SMALL-CAP ETF | $41.4M |
INTCINTEL CORPORATION | $40.7M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $40.5M |
WMTWALMART INC. | $40.4M |
STESTERIS PLC | $40.1M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $39.4M |
AMTAMERICAN TOWER CORPORATION | $38.8M |
SYKSTRYKER CORPORATION | $38.8M |
BIIBBIOGEN INC. | $38.4M |
TMOTHERMO FISHER SCIENTIFIC INC. | $38.0M |
IYWISHARES U.S. TECHNOLOGY ETF | $37.7M |
OKEONEOK, INC. | $37.6M |
DGDOLLAR GENERAL CORPORATION | $37.5M |
VRSKVERISK ANALYTICS INC | $37.4M |
TXNTEXAS INSTRUMENTS INCORPORATED | $36.6M |
ETNEATON CORP. PLC | $36.2M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $36.0M |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $35.4M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $35.3M |
SOXXISHARES SEMICONDUCTOR ETF | $35.0M |
ADBEADOBE INC. | $34.5M |
ACWIISHARES MSCI ACWI ETF | $34.1M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $34.1M |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $33.8M |
JKHYJACK HENRY & ASSOCIATES, INC. | $33.6M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $33.5M |
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | $33.2M |
CATCATERPILLAR INC. | $33.1M |
IEURISHARES CORE MSCI EUROPE ETF | $33.1M |
CRMSALESFORCE.COM, INC. | $32.8M |
BALLBALL CORPORATION | $32.5M |
FTSLFIRST TRUST SENIOR LOAN FUND | $31.8M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $31.7M |
VPLVANGUARD FTSE PACIFIC ETF | $31.7M |
TRI4EURTHOMSON REUTERS CORPORATION | $31.4M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $31.3M |
CPRTCOPART, INC. | $30.9M |
PWBINVESCO DYNAMIC LARGE CAP GROWTH ETF | $30.7M |
TTECTTEC HOLDINGS, INC. | $30.6M |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $30.4M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR | $30.3M |
IWDISHARES RUSSELL 1000 VALUE ETF | $29.8M |
AMGNAMGEN INC. | $29.8M |
KKRKKR & CO. INC. | $29.5M |
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. | $29.2M |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF | $29.2M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $29.1M |
EMREMERSON ELECTRIC CO. | $28.9M |
ITWILLINOIS TOOL WORKS INC. | $28.9M |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $28.6M |
8CWCROWN CASTLE INTERNATIONAL CORP | $28.1M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $27.4M |
IUSVISHARES CORE S&P US VALUE ETF | $27.4M |
AXPAMERICAN EXPRESS COMPANY | $26.6M |
MRKMERCK & CO., INC. | $26.2M |
PAYXPAYCHEX, INC. | $26.1M |
—HISTOGEN INC. | $26.0M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $25.7M |
TAT&T INC. | $25.7M |
JECUSDJACOBS ENGINEERING GROUP INC. | $25.3M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $25.1M |
SOSOUTHERN COMPANY | $25.0M |
CERNCHFCERNER CORPORATION | $25.0M |
FQIDIGITAL REALTY TRUST, INC. | $24.8M |
DEDEERE & COMPANY | $24.8M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $24.6M |
WATWATERS CORPORATION | $24.5M |
BACBANK OF AMERICA CORP | $24.5M |
PRUPRUDENTIAL FINANCIAL, INC. | $24.1M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $24.0M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $23.9M |
NOCNORTHROP GRUMMAN CORPORATION | $23.3M |
IWVISHARES RUSSELL 3000 ETF | $23.3M |
VVVANGUARD LARGE-CAP ETF | $22.9M |
WFCWELLS FARGO & COMPANY | $22.5M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $22.5M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $22.3M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $22.0M |
GISGENERAL MILLS, INC. | $21.9M |
SCHOSCHWAB SHORT-TERM US TREASURY ETF | $21.7M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $21.6M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $21.3M |
GXOGXO LOGISTICS INC | $21.1M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $20.7M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $20.5M |
ROPROPER TECHNOLOGIES, INC. | $20.1M |
OEFISHARES S&P 100 ETF | $20.1M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $20.1M |
ELESTEE LAUDER COMPANIES INC. CLASS A | $19.7M |