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 |
|---|---|
IJJISHARES S&P MID-CAP 400 VALUE ETF | $1.5M |
FXHFIRST TRUST HEALTH CARE ALPHADEX FUND | $1.5M |
ESSESSEX PROPERTY TRUST, INC. | $1.5M |
TWITITAN INTERNATIONAL, INC. | $1.5M |
SNASNAP-ON INCORPORATED | $1.5M |
QAIIQ HEDGE MULTI-STRATEGY TRACKER ETF | $1.5M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $1.4M |
FNVFRANCO-NEVADA CORPORATION | $1.4M |
GMABGENMAB A/S SPONSORED ADR | $1.4M |
EGPEASTGROUP PROPERTIES, INC. | $1.4M |
IWNISHARES RUSSELL 2000 VALUE ETF | $1.4M |
FCXFREEPORT-MCMORAN, INC. | $1.4M |
KIMKIMCO REALTY CORPORATION | $1.4M |
LENLENNAR CORPORATION CLASS A | $1.4M |
ORLYO'REILLY AUTOMOTIVE, INC. | $1.4M |
TRVTRAVELERS COMPANIES, INC. | $1.4M |
LINLINDE PLC | $1.4M |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1.4M |
OSPNONESPAN INC. | $1.4M |
UBSIUNITED BANKSHARES, INC. | $1.4M |
DVOLFIRST TRUST DORSEY WRIGHT MOMENTUM & LOW VOLATILITY ETF | $1.3M |
SCHHSCHWAB U.S. REIT ETF | $1.3M |
ELSEQUITY LIFESTYLE PROPERTIES, INC. | $1.3M |
CMICUMMINS INC. | $1.3M |
BMRNBIOMARIN PHARMACEUTICAL INC. | $1.3M |
SILGLOBAL X SILVER MINERS ETF | $1.3M |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $1.3M |
WPMWHEATON PRECIOUS METALS CORP | $1.3M |
STMSTMICROELECTRONICS NV ADR REGS | $1.3M |
STXSEAGATE TECHNOLOGY HOLDINGS PLC | $1.3M |
BAXBAXTER INTERNATIONAL INC. | $1.3M |
SGDMSPROTT GOLD MINERS ETF | $1.3M |
ICSHBLACKROCK ULTRA SHORT-TERM BOND ETF | $1.3M |
JMSTJPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $1.3M |
XBISPDR S&P BIOTECH ETF | $1.2M |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $1.2M |
FTNTFORTINET, INC. | $1.2M |
LQDHISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1.2M |
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $1.2M |
AMHAMERICAN HOMES 4 RENT CLASS A | $1.2M |
WFC 7.5 PERP LWELLS FARGO & COMPANY 7.5 NON CUM PERP CONV PFD REGISTERED SHS A SERIES L | $1.2M |
PIIPOLARIS INC. | $1.2M |
RGLDROYAL GOLD, INC. | $1.2M |
GLWCORNING INC | $1.2M |
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $1.2M |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $1.2M |
IYRISHARES U.S. REAL ESTATE ETF | $1.2M |
RWRSPDR DOW JONES REIT ETF | $1.2M |
PAAPLAINS ALL AMERICAN PIPELINE, L.P. | $1.2M |
DWDMORGAN STANLEY | $1.1M |
PLTRPALANTIR TECHNOLOGIES INC. CLASS A | $1.1M |
RMERESMED INC. | $1.1M |
ALBALBEMARLE CORPORATION | $1.1M |
EBAEBAY INC. | $1.1M |
IRINGERSOLL RAND INC. | $1.1M |
FXOFIRST TRUST FINANCIALS ALPHADEX FUND | $1.1M |
IPGINTERPUBLIC GROUP OF COMPANIES, INC. | $1.1M |
CTRACOTERRA ENERGY INC. | $1.1M |
CINFCINCINNATI FINANCIAL CORPORATION | $1.1M |
CUBECUBESMART | $1.1M |
HASHASBRO, INC. | $1.1M |
BANXSTONECASTLE FINANCIAL CORP. | $1.1M |
WDCWESTERN DIGITAL CORPORATION | $1.1M |
MRSHMARSH & MCLENNAN COMPANIES, INC. | $1.1M |
PG4PRINCIPAL FINANCIAL GROUP, INC. | $1.1M |
MCKMCKESSON CORPORATION | $1.1M |
TTENTOTALENERGIES SE SPONSORED ADR | $1.1M |
GPCGENUINE PARTS COMPANY | $1.0M |
REGNREGENERON PHARMACEUTICALS, INC. | $1.0M |
METMETLIFE, INC. | $1.0M |
SPHQINVESCO S&P 500 QUALITY ETF | $1.0M |
CONECYRUSONE INC. | $1.0M |
PPGPPG INDUSTRIES, INC. | $1.0M |
FTVFORTIVE CORP. | $1.0M |
OMCOMNICOM GROUP INC | $1.0M |
SBRSABINE ROYALTY TRUST | $1.0M |
DVNDEVON ENERGY CORPORATION | $999K |
IWCISHARES MICRO-CAP ETF | $997K |
AGGYWISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $996K |
UTHUNITED THERAPEUTICS CORPORATION | $992K |
TFIITFI INTERNATIONAL INC. | $992K |
AQLTISHARES U.S. HEALTHCARE PROVIDERS ETF | $986K |
FNDXSCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF | $984K |
VAWVANGUARD MATERIALS ETF | $979K |
PEGPUBLIC SERVICE ENTERPRISE GROUP INC | $977K |
VSGXVANGUARD ESG INTERNATIONAL STOCK ETF | $976K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $971K |
DFSEURDISCOVER FINANCIAL SERVICES | $970K |
AMANTERO MIDSTREAM CORP. | $963K |
LYBLYONDELLBASELL INDUSTRIES NV | $958K |
NBTBNBT BANCORP INC. | $957K |
FSKFS KKR CAPITAL CORP. | $948K |
0VVBVIACOMCBS INC. CLASS B | $935K |
FEGEFIRST EAGLE ALTERNATIVE CAPITAL BDC, INC. | $933K |
ARCTARCTURUS THERAPEUTICS HOLDINGS, INC. | $922K |
BF/BBROWN-FORMAN CORPORATION CLASS B | $920K |
SONSONOCO PRODUCTS COMPANY | $916K |
HRBH&R BLOCK, INC. | $916K |
MASMASCO CORPORATION | $910K |
FCORFIDELITY CORPORATE BOND ETF | $907K |