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 |
|---|---|
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 |