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
401	HUMHumana Inc.	5,386	$2.0M	0.01%
402	SCHCSchwab International Small-Cap Equity ETF	76,296	$2.0M	0.01%
403	BAMBrookfield Asset Management Ltd. Class A	72,024	$2.0M	0.01%
404	ETEnergy Transfer LP	189,637	$2.0M	0.01%
405	USBU.S. Bancorp	64,186	$2.0M	0.01%
406	SPMDSPDR Portfolio S&P 400 Mid Cap ETF	59,652	$2.0M	0.01%
407	PNFPPinnacle Financial Partners, Inc.	36,146	$2.0M	0.01%
408	XRXXerox Holdings Corporation	203,305	$2.0M	0.01%
409	HDViShares Core High Dividend ETF	22,079	$2.0M	0.01%
410	AZNAstrazeneca PLC Sponsored ADR	34,520	$2.0M	0.01%
411	AG8Agilent Technologies, Inc.	14,615	$2.0M	0.01%
412	AEPAmerican Electric Power Company, Inc.	26,273	$2.0M	0.01%
413	GWWW.W. Grainger, Inc.	4,919	$2.0M	0.01%
414	IYGiShares US Financial Services ETF	18,027	$2.0M	0.01%
415	IBDRiShares iBonds Dec 2026 Term Corporate ETF	113,232	$2.0M	0.01%
416	AONAon Plc Class A	7,872	$2.0M	0.01%
417	EWEdwards Lifesciences Corporation	37,263	$2.0M	0.01%
418	PFFiShares Preferred & Income Securities ETF	67,863	$2.0M	0.01%
419	MCHPMicrochip Technology Incorporated	29,810	$2.0M	0.01%
420	CAHCardinal Health, Inc.	29,249	$2.0M	0.01%
421	NUENucor Corporation	15,624	$2.0M	0.01%
422	SSentinelOne, Inc. Class A	155,482	$2.0M	0.01%
423	FISVFiserv, Inc.	28,198	$2.0M	0.01%
424	CADECadence Bank	100,599	$2.0M	0.01%
425	GSSTGoldman Sachs Access Ultra Short Bond ETF	41,334	$2.0M	0.01%
426	VTRSViatris, Inc.	224,453	$2.0M	0.01%
427	XLFIConsumer Staples Select Sector SPDR Fund	29,687	$2.0M	0.01%
428	ILMNIllumina, Inc.	13,777	$2.0M	0.01%
429	FBRTFranklin BSP Realty Trust, Inc.	178,887	$2.0M	0.01%
430	RPMRPM International Inc.	23,596	$2.0M	0.01%
431	CMCSAComcast Corporation Class A	81,489	$2.0M	0.01%
432	FBTFirst Trust NYSE Arca Biotechnology Index Fund	13,792	$2.0M	0.01%
433	DPZDomino's Pizza, Inc.	5,867	$2.0M	0.01%
434	NYCBEURNew York Community Bancorp, Inc.	271,980	$2.0M	0.01%
435	NSCNorfolk Southern Corporation	12,078	$2.0M	0.01%
436	MRSHMarsh & McLennan Companies, Inc.	13,907	$2.0M	0.01%
437	DDominion Energy Inc	35,589	$2.0M	0.01%
438	VRTXVertex Pharmaceuticals Incorporated	9,920	$2.0M	0.01%
439	INTZIntrusion Inc.	656,950	$2.0M	0.01%
440	MOAltria Group Inc	63,374	$2.0M	0.01%
441	GBDCGolub Capital BDC, Inc.	209,705	$2.0M	0.01%
442	AMATApplied Materials, Inc.	24,190	$2.0M	0.01%
443	NEARBlackRock Short Maturity Bond ETF	60,423	$2.0M	0.01%
444	SLRCSLR Investment Corp.	145,980	$2.0M	0.01%
445	LINLinde plc	8,989	$2.0M	0.01%
446	SLViShares Silver Trust	117,210	$2.0M	0.01%
447	ACWViShares MSCI Global Min Vol Factor ETF	25,593	$2.0M	0.01%
448	SRESempra Energy	14,271	$2.0M	0.01%
449	HCAHCA Healthcare Inc	11,870	$2.0M	0.01%
450	MGKVanguard Mega Cap Growth ETF	11,934	$2.0M	0.01%
451	XLYConsumer Discretionary Select Sector SPDR Fund	22,712	$2.0M	0.01%
452	SLYGSPDR S&P 600 Small Cap Growth ETF	31,819	$2.0M	0.01%
453	ESGEiShares ESG Aware MSCI EM ETF	70,392	$2.0M	0.01%
454	VIGIVanguard International Dividend Appreciation ETF	41,660	$2.0M	0.01%
455	AKAMAkamai Technologies, Inc.	27,299	$2.0M	0.01%
456	TTTrane Technologies plc	12,549	$2.0M	0.01%
457	AMJEURJ.P. Morgan Alerian MLP Index ETN	94,492	$2.0M	0.01%
458	RXORXO, Inc.	148,891	$2.0M	0.01%
459	RFRegions Financial Corporation	105,701	$2.0M	0.01%
460	VHTVanguard Health Care ETF	11,708	$2.0M	0.01%
461	LOGILogitech International S.A.	61,844	$2.0M	0.01%
462	QUALiShares MSCI USA Quality Factor ETF	22,522	$2.0M	0.01%
463	MRNAModerna, Inc.	11,827	$2.0M	0.01%
464	SGENUSDSeagen, Inc.	18,882	$2.0M	0.01%
465	VXUSVanguard Total International Stock ETF	48,743	$2.0M	0.01%
466	RPRXRoyalty Pharma Plc Class A	74,376	$2.0M	0.01%
467	PLYAPlaya Hotels & Resorts N.V.	300,040	$2.0M	0.01%
468	SPOTSpotify Technology SA	21,410	$1.7M	0.01%
469	NVCRNovoCure Ltd.	15,124	$1.1M	0.01%
470	ICEIntercontinental Exchange, Inc.	17,487	$1.0M	0.01%
471	EQREquity Residential	18,598	$1.0M	0.01%
472	FFord Motor Company	101,011	$1.0M	0.01%
473	DFIVDimensional International Value ETF	52,542	$1.0M	0.01%
474	VGKVanguard FTSE Europe ETF	22,483	$1.0M	0.01%
475	SGDMSprott Gold Miners ETF	43,914	$1.0M	0.01%
476	ADSKAutodesk, Inc.	8,996	$1.0M	0.01%
477	TTDTrade Desk, Inc. Class A	34,280	$1.0M	0.01%
478	XMLVInvesco S&P MidCap Low Volatility ETF	24,151	$1.0M	0.01%
479	WPMWheaton Precious Metals Corp	31,026	$1.0M	0.01%
480	MTUMiShares MSCI USA Momentum Factor ETF	11,922	$1.0M	0.01%
481	KBWYInvesco KBW Premium Yield Equity REIT ETF	53,605	$1.0M	0.01%
482	HALHalliburton Company	39,461	$1.0M	0.01%
483	VLOValero Energy Corporation	9,897	$1.0M	0.01%
484	SUISun Communities, Inc.	7,371	$1.0M	0.01%
485	CGCarlyle Group Inc	43,225	$1.0M	0.01%
486	CLXClorox Company	7,622	$1.0M	0.01%
487	TFLOiShares Treasury Floating Rate Bond ETF	21,315	$1.0M	0.01%
488	YUMCYum China Holdings, Inc.	30,881	$1.0M	0.01%
489	IYY*iShares Dow Jones U.S. ETF	15,632	$1.0M	0.01%
490	PANWPalo Alto Networks, Inc.	7,985	$1.0M	0.01%
491	SSNCSS&C Technologies Holdings, Inc.	27,106	$1.0M	0.01%
492	GNRCGenerac Holdings Inc.	14,793	$1.0M	0.01%
493	EDConsolidated Edison, Inc.	11,540	$1.0M	0.01%
494	IDUiShares U.S. Utilities ETF	22,781	$1.0M	0.01%
495	HIGHartford Financial Services Group, Inc.	18,223	$1.0M	0.01%
496	WYWeyerhaeuser Company	58,622	$1.0M	0.01%
497	DONSPDR Dow Jones Industrial Average ETF Trust	5,503	$1.0M	0.01%
498	VCLTVanguard Long-Term Corporate Bond ETF	14,164	$1.0M	0.01%
499	IUSBiShares Core Total USD Bond Market ETF	34,771	$1.0M	0.01%
500	IBDTiShares iBonds Dec 2028 Term Corporate ETF	62,757	$1.0M	0.01%

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