UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2022 Filing

Filed February 15, 2023

Portfolio Value

$17.8B

Holdings

1,033

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (1,033 positions)

#	Stock	Shares	Value	% Portfolio
301	SPGSimon Property Group, Inc.	50,174	$5.0M	0.03%
302	NFLXNetflix, Inc.	19,733	$5.0M	0.03%
303	IWPiShares Russell Mid-Cap Growth ETF	64,193	$5.0M	0.03%
304	VOEVanguard Mid-Cap Value ETF	37,838	$5.0M	0.03%
305	AKBAAkebia Therapeutics, Inc.	10,299	$5.0M	0.03%
306	IYCiShares U.S. Consumer Discretionary ETF	96,520	$5.0M	0.03%
307	LHXL3Harris Technologies Inc	27,857	$5.0M	0.03%
308	DFUSDimensional U.S. Equity ETF	134,504	$5.0M	0.03%
309	DFASDimensional U.S. Small Cap ETF	101,447	$5.0M	0.03%
310	ESGUiShares ESG Aware MSCI USA ETF	69,709	$5.0M	0.03%
311	CFGCitizens Financial Group, Inc.	151,451	$5.0M	0.03%
312	COHRCoherent Corp.	167,591	$5.0M	0.03%
313	DGRWWisdomTree US Quality Dividend Growth Fund	98,667	$5.0M	0.03%
314	CSXCSX Corporation	169,315	$5.0M	0.03%
315	SCHESchwab Emerging Markets Equity ETF	235,970	$5.0M	0.03%
316	PBRPetroleo Brasileiro SA Sponsored ADR	532,175	$5.0M	0.03%
317	BNBrookfield Corporation	150,080	$4.0M	0.02%
318	KHCKraft Heinz Company	114,699	$4.0M	0.02%
319	WHRWhirlpool Corporation	29,822	$4.0M	0.02%
320	AMDAdvanced Micro Devices, Inc.	71,475	$4.0M	0.02%
321	PNCPNC Financial Services Group, Inc.	27,978	$4.0M	0.02%
322	LNTAlliant Energy Corp	84,131	$4.0M	0.02%
323	VPUVanguard Utilities ETF	31,138	$4.0M	0.02%
324	KMBKimberly-Clark Corporation	36,186	$4.0M	0.02%
325	KMXCarMax, Inc.	68,338	$4.0M	0.02%
326	RSPInvesco S&P 500 Equal Weight ETF	33,113	$4.0M	0.02%
327	4I1Philip Morris International Inc.	47,394	$4.0M	0.02%
328	IAUiShares iBonds Dec 2023 Term Corporate ETF	172,202	$4.0M	0.02%
329	APTVAptiv PLC	55,500	$4.0M	0.02%
330	VGTVanguard Information Technology ETF	14,241	$4.0M	0.02%
331	LULULululemon Athletica Inc	14,897	$4.0M	0.02%
332	TRVCCitigroup Inc.	88,973	$4.0M	0.02%
333	DOCSDoximity, Inc. Class A	142,764	$4.0M	0.02%
334	TIPiShares TIPS Bond ETF	38,475	$4.0M	0.02%
335	ABAllianceBernstein Holding L.P.	116,627	$4.0M	0.02%
336	SHYGiShares 0-5 Year High Yield Corporate Bond ETF	118,713	$4.0M	0.02%
337	SHELShell Plc Sponsored ADR	78,367	$4.0M	0.02%
338	EEMiShares MSCI Emerging Markets ETF	122,674	$4.0M	0.02%
339	ACWXiShares MSCI ACWI ex U.S. ETF	103,412	$4.0M	0.02%
340	NTRSNorthern Trust Corporation	46,549	$4.0M	0.02%
341	IJKiShares S&P Mid-Cap 400 Growth ETF	63,364	$4.0M	0.02%
342	FLOTiShares Floating Rate Bond ETF	91,464	$4.0M	0.02%
343	FCXFreeport-McMoRan, Inc.	125,740	$4.0M	0.02%
344	ISTBiShares Core 1-5 Year USD Bond ETF	94,303	$4.0M	0.02%
345	DDDuPont de Nemours, Inc.	62,107	$4.0M	0.02%
346	ECLEcolab Inc.	30,993	$4.0M	0.02%
347	TFISPDR Nuveen Bloomberg Municipal Bond ETF	97,461	$4.0M	0.02%
348	DUKDuke Energy Corporation	41,233	$4.0M	0.02%
349	MDYSPDR S&P Midcap 400 ETF Trust	9,271	$4.0M	0.02%
350	DOVDover Corporation	34,168	$4.0M	0.02%
351	REETiShares Global REIT ETF	195,594	$4.0M	0.02%
352	IWRiShares Russell Midcap ETF	68,652	$4.0M	0.02%
353	HYDVanEck High Yield Muni ETF	79,452	$4.0M	0.02%
354	—Laboratory Corporation of America Holdings	18,577	$4.0M	0.02%
355	ATVIEURActivision Blizzard, Inc.	49,119	$3.0M	0.02%
356	TRMBTrimble Inc.	69,742	$3.0M	0.02%
357	DC4DexCom, Inc.	29,562	$3.0M	0.02%
358	UBERUber Technologies, Inc.	141,830	$3.0M	0.02%
359	MGVVanguard Mega Cap Value ETF	30,058	$3.0M	0.02%
360	CWISPDR MSCI ACWI ex-US ETF	166,048	$3.0M	0.02%
361	IBDPiShares iBonds Dec 2024 Term Corporate ETF	163,426	$3.0M	0.02%
362	BXMTBlackstone Mortgage Trust, Inc. Class A	155,072	$3.0M	0.02%
363	JEPIJPMorgan Equity Premium Income ETF	66,329	$3.0M	0.02%
364	AQLTiShares iBonds Dec 2024 Term Muni Bond ETF	141,228	$3.0M	0.02%
365	VOTVanguard Mid-Cap Growth ETF	17,871	$3.0M	0.02%
366	TYLTyler Technologies, Inc.	9,600	$3.0M	0.02%
367	FDXFedEx Corporation	19,874	$3.0M	0.02%
368	BPBP p.l.c. Sponsored ADR	97,319	$3.0M	0.02%
369	DFATDimensional U.S. Targeted Value ETF	88,248	$3.0M	0.02%
370	IYJiShares U.S. Industrials ETF	40,395	$3.0M	0.02%
371	CNCCentene Corporation	48,079	$3.0M	0.02%
372	IDXXIDEXX Laboratories, Inc.	7,447	$3.0M	0.02%
373	CARRCarrier Global Corp.	73,313	$3.0M	0.02%
374	CICigna Corporation	9,620	$3.0M	0.02%
375	WBAWalgreens Boots Alliance, Inc.	95,595	$3.0M	0.02%
376	GOODGladstone Commercial Corporation	199,405	$3.0M	0.02%
377	AVTRAvantor, Inc.	148,178	$3.0M	0.02%
378	NXPNuveen Select Tax-Free Income Portfolio	240,889	$3.0M	0.02%
379	JACKJack in the Box Inc.	45,086	$3.0M	0.02%
380	ABNBAirbnb, Inc. Class A	41,547	$3.0M	0.02%
381	AQLTiShares iBonds Dec 2023 Term Muni Bond ETF	149,733	$3.0M	0.02%
382	IBDQiShares iBonds Dec 2025 Term Corporate ETF	137,720	$3.0M	0.02%
383	MPCMarathon Petroleum Corporation	30,120	$3.0M	0.02%
384	GEGeneral Electric Company	43,249	$3.0M	0.02%
385	SCHMSchwab U.S. Mid-Cap ETF	57,907	$3.0M	0.02%
386	IAUiShares iBonds Dec 2025 Term Muni Bond ETF	134,767	$3.0M	0.02%
387	XLUUtilities Select Sector SPDR Fund	48,331	$3.0M	0.02%
388	ORealty Income Corporation	51,282	$3.0M	0.02%
389	IBMPiShares iBonds Dec 2027 Term Muni Bond ETF	137,604	$3.0M	0.02%
390	DYHTarget Corporation	20,245	$3.0M	0.02%
391	AFWAlign Technology, Inc.	16,849	$3.0M	0.02%
392	IBMOiShares iBonds Dec 2026 Term Muni Bond ETF	145,290	$3.0M	0.02%
393	TROWT. Rowe Price Group	27,603	$3.0M	0.02%
394	EFGiShares MSCI EAFE Growth ETF	32,917	$2.0M	0.01%
395	XRXXerox Holdings Corporation	203,305	$2.0M	0.01%
396	SGENUSDSeagen, Inc.	18,882	$2.0M	0.01%
397	LOGILogitech International S.A.	61,844	$2.0M	0.01%
398	RPRXRoyalty Pharma Plc Class A	74,376	$2.0M	0.01%
399	GMGeneral Motors Company	88,665	$2.0M	0.01%
400	MRNAModerna, Inc.	11,827	$2.0M	0.01%

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