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)

StockValue
MTBM&T BANK CORPORATION
$2.4M
NUVEEN ENHANCED MUNICIPAL VALUE FUND
$2.3M
CVNACARVANA CO. CLASS A
$2.3M
IBBISHARES BIOTECHNOLOGY ETF
$2.3M
LVLNSPDR S&P REGIONAL BANKING ETF
$2.3M
FBTFIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND
$2.3M
VPUVANGUARD UTILITIES ETF
$2.3M
FALNISHARES FALLEN ANGELS USD BOND ETF
$2.3M
FFORD MOTOR COMPANY
$2.3M
BUDANHEUSER-BUSCH INBEV SA/NV SPONSORED ADR
$2.3M
EWEDWARDS LIFESCIENCES CORPORATION
$2.3M
ALSALLSTATE CORPORATION
$2.3M
IDUISHARES U.S. UTILITIES ETF
$2.3M
CFGCITIZENS FINANCIAL GROUP, INC.
$2.3M
EXREXTRA SPACE STORAGE INC.
$2.3M
WPCW. P. CAREY INC.
$2.2M
GMGENERAL MOTORS COMPANY
$2.2M
VTHRVANGUARD RUSSELL 3000 ETF
$2.2M
CICIGNA CORPORATION
$2.2M
SRESEMPRA ENERGY
$2.2M
XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF
$2.2M
SHVISHARES SHORT TREASURY BOND ETF
$2.2M
PSAPUBLIC STORAGE
$2.2M
SESEA LTD. (SINGAPORE) SPONSORED ADR CLASS A
$2.2M
COINCOINBASE GLOBAL, INC. CLASS A
$2.1M
IWSISHARES RUSSELL MID-CAP VALUE ETF
$2.1M
NUENUCOR CORPORATION
$2.1M
AONAON PLC CLASS A
$2.1M
BILSPDR BLOOMBERG 1-3 MONTH T-BILL ETF
$2.1M
NADNUVEEN QUALITY MUNICIPAL INCOME FUND OF BENEF.INTEREST
$2.1M
SCZISHARES MSCI EAFE SMALL-CAP ETF
$2.1M
LUMNLUMEN TECHNOLOGIES, INC.
$2.1M
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF
$2.1M
IAU*ISHARES GOLD TRUST
$2.1M
IGVISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
$2.1M
R6C2ROYAL DUTCH SHELL PLC SPONSORED ADR CLASS B
$2.0M
EQREQUITY RESIDENTIAL
$2.0M
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$2.0M
IYY*ISHARES DOW JONES U.S. ETF
$2.0M
QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND
$2.0M
EDCONSOLIDATED EDISON, INC.
$2.0M
PXDEURPIONEER NATURAL RESOURCES COMPANY
$2.0M
EFVISHARES MSCI EAFE VALUE ETF
$2.0M
OKTAOKTA, INC. CLASS A
$2.0M
SLYVSPDR S&P 600 SMALL CAP VALUE ETF
$2.0M
INTZINTRUSION INC.
$2.0M
AFRMAFFIRM HOLDINGS, INC. CLASS A
$2.0M
XLFICONSUMER STAPLES SELECT SECTOR SPDR FUND
$1.9M
RDS/ASHELL PLC SPONSORED ADR
$1.9M
MAAMID-AMERICA APARTMENT COMMUNITIES, INC.
$1.9M
SYYSYSCO CORPORATION
$1.9M
INVHINVITATION HOMES, INC.
$1.9M
PGRPROGRESSIVE CORPORATION
$1.8M
CTVACORTEVA INC
$1.8M
BSCMUSDINVESCO BULLETSHARES 2022 CORPORATE BOND ETF
$1.8M
XLUUTILITIES SELECT SECTOR SPDR FUND
$1.8M
SNYSANOFI SA SPONSORED ADR
$1.8M
ESGVVANGUARD ESG U.S. STOCK ETF
$1.8M
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF
$1.8M
INFLHORIZON KINETICS INFLATION BENEFICIARIES ETF
$1.8M
AWMSKYWORKS SOLUTIONS, INC.
$1.8M
PCHPOTLATCHDELTIC CORPORATION
$1.7M
CAHCARDINAL HEALTH, INC.
$1.7M
RCI/BROGERS COMMUNICATIONS INC. CLASS B
$1.7M
JXIISHARES GLOBAL UTILITIES ETF
$1.7M
TTTRANE TECHNOLOGIES PLC
$1.7M
OXYOCCIDENTAL PETROLEUM CORPORATION
$1.7M
AMJEURJ.P. MORGAN ALERIAN MLP INDEX ETN
$1.7M
WHRWHIRLPOOL CORPORATION
$1.7M
CMFISHARES CALIFORNIA MUNI BOND ETF
$1.7M
CPTCAMDEN PROPERTY TRUST
$1.7M
AREALEXANDRIA REAL ESTATE EQUITIES, INC.
$1.7M
CHTRCHARTER COMMUNICATIONS, INC. CLASS A
$1.7M
CBSHCOMMERCE BANCSHARES, INC.
$1.6M
VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF
$1.6M
SD2SANDY SPRING BANCORP, INC.
$1.6M
NTRNUTRIEN LTD.
$1.6M
SCHWCHARLES SCHWAB CORPORATION
$1.6M
CLXCLOROX COMPANY
$1.6M
HDVISHARES CORE HIGH DIVIDEND ETF
$1.6M
APOEURAPOLLO GLOBAL MANAGEMENT INC.
$1.6M
ZBHZIMMER BIOMET HOLDINGS, INC.
$1.6M
SUISUN COMMUNITIES, INC.
$1.6M
EGBNEAGLE BANCORP, INC.
$1.6M
DDOGDATADOG INC CLASS A
$1.6M
IPINTERNATIONAL PAPER COMPANY
$1.6M
ETENERGY TRANSFER, L.P.
$1.6M
SUSAISHARES MSCI USA ESG SELECT ETF
$1.6M
EOGEOG RESOURCES, INC.
$1.6M
WYWEYERHAEUSER COMPANY
$1.6M
CBNKCAPITAL BANCORP, INC.
$1.5M
MNSTMONSTER BEVERAGE CORPORATION
$1.5M
WECWEC ENERGY GROUP INC
$1.5M
XRXXEROX HOLDINGS CORPORATION
$1.5M
BNTXBIONTECH SE SPONSORED ADR
$1.5M
A4SAMERIPRISE FINANCIAL, INC.
$1.5M
TLTISHARES 20 YEAR TREASURY BOND ETF
$1.5M
BMTABRITISH AMERICAN TOBACCO PLC SPONSORED ADR
$1.5M
VFHVANGUARD FINANCIALS ETF
$1.5M
ENBENBRIDGE INC.
$1.5M
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