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 |
|---|---|
DHID.R. HORTON, INC. | $19.6M |
IWMISHARES RUSSELL 2000 ETF | $19.0M |
FFIVF5, INC. | $18.9M |
AFLAFLAC INCORPORATED | $18.8M |
GQ9SPDR GOLD SHARES | $18.7M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $18.7M |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $18.6M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $18.4M |
XPOXPO LOGISTICS, INC. | $18.4M |
NFLXNETFLIX, INC. | $18.3M |
OBDCOWL ROCK CAPITAL CORPORATION | $18.0M |
GSKGLAXOSMITHKLINE PLC SPONSORED ADR | $18.0M |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $18.0M |
TMUST-MOBILE US, INC. | $18.0M |
DEODIAGEO PLC SPONSORED ADR | $17.9M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $17.6M |
KOCOCA-COLA COMPANY | $17.5M |
LLYELI LILLY AND COMPANY | $17.3M |
FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP | $17.3M |
LRCXEURLAM RESEARCH CORPORATION | $17.2M |
EPDENTERPRISE PRODUCTS PARTNERS L.P. | $17.0M |
SDOGALPS SECTOR DIVIDEND DOGS ETF | $17.0M |
TFCTRUIST FINANCIAL CORPORATION | $17.0M |
ZTSZOETIS, INC. CLASS A | $17.0M |
IWBISHARES RUSSELL 1000 ETF | $16.9M |
INFOIHS MARKIT LTD. | $16.4M |
EFAISHARES MSCI EAFE ETF | $16.4M |
PHPARKER-HANNIFIN CORPORATION | $16.2M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $16.2M |
AYATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | $16.1M |
TPLTEXAS PACIFIC LAND CORPORATION | $15.6M |
VGKVANGUARD FTSE EUROPE ETF | $15.6M |
AVLRUSDAVALARA INC | $15.4M |
SHOPSHOPIFY, INC. CLASS A | $15.2M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $15.0M |
COFCAPITAL ONE FINANCIAL CORPORATION | $14.7M |
SCHMSCHWAB U.S. MID-CAP ETF | $14.7M |
CLCOLGATE-PALMOLIVE COMPANY | $14.6M |
COHRII-VI INCORPORATED | $14.5M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $14.5M |
VOVANGUARD MID-CAP ETF | $14.5M |
MCDMCDONALD'S CORPORATION | $14.4M |
BSJM1EURINVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF | $14.3M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $14.2M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $14.1M |
IRMIRON MOUNTAIN, INC. | $14.0M |
LMTLOCKHEED MARTIN CORPORATION | $14.0M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $14.0M |
IPACISHARES CORE MSCI PACIFIC ETF | $13.7M |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $13.6M |
BAMBROOKFIELD ASSET MANAGEMENT INC. CLASS A | $13.4M |
OTISOTIS WORLDWIDE CORPORATION | $13.4M |
AFWALIGN TECHNOLOGY, INC. | $13.3M |
OTXOPEN TEXT CORPORATION | $13.1M |
ICLRICON PLC | $12.8M |
YUMYUM! BRANDS, INC. | $12.8M |
SHWSHERWIN-WILLIAMS COMPANY | $12.8M |
HDBHDFC BANK LIMITED SPONSORED ADR | $12.6M |
PLDPROLOGIS, INC. | $12.6M |
IYHISHARES U.S. HEALTHCARE ETF | $12.4M |
LHXL3HARRIS TECHNOLOGIES INC | $12.4M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $12.4M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $12.3M |
FERGFERGUSON PLC | $12.2M |
HONHONEYWELL INTERNATIONAL INC. | $12.1M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $11.7M |
BXBLACKSTONE INC. | $11.7M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $11.6M |
RELXRELX PLC SPONSORED ADR | $11.6M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $11.6M |
BIPBROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $11.3M |
SAPSAP SE SPONSORED ADR | $11.3M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $10.8M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $10.4M |
RYROYAL BANK OF CANADA | $10.4M |
LNTALLIANT ENERGY CORP | $10.2M |
MPTMEDICAL PROPERTIES TRUST, INC. | $10.1M |
QQLVINVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF | $10.1M |
ABNBAIRBNB, INC. CLASS A | $10.1M |
MSCIMSCI INC. CLASS A | $10.0M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $10.0M |
TMTOYOTA MOTOR CORP SPONSORED ADR | $9.7M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $9.6M |
XYLXYLEM INC. | $9.4M |
TIPISHARES TIPS BOND ETF | $9.4M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $9.3M |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $9.3M |
TJXTJX COMPANIES INC | $9.2M |
CBCHUBB LIMITED | $9.2M |
GIB/ACGI INC. CLASS A | $9.1M |
EEMISHARES MSCI EMERGING MARKETS ETF | $8.9M |
GOODGLADSTONE COMMERCIAL CORPORATION | $8.8M |
BABOEING COMPANY | $8.7M |
MTCHMATCH GROUP, INC. | $8.7M |
KMIKINDER MORGAN INC CLASS P | $8.6M |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $8.6M |
IYFISHARES U.S. FINANCIALS ETF | $8.5M |
REETISHARES GLOBAL REIT ETF | $8.5M |
JACKJACK IN THE BOX INC. | $8.5M |
DOWDOW, INC. | $8.3M |