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 | Value |
|---|---|
SUSLiShares ESG MSCI USA Leaders ETF | $656K |
STMSTMicroelectronics NV ADR RegS | $653K |
FEFirstEnergy Corp. | $649K |
FXOFirst Trust Financials AlphaDEX Fund | $642K |
AMXNAmerica Movil SAB de CV Sponsored ADR Class L | $636K |
SCHHSchwab U.S. REIT ETF | $635K |
XYZBlock, Inc. Class A | $631K |
ROKRockwell Automation, Inc. | $630K |
SEASeabridge Gold Inc | $629K |
IPGInterpublic Group of Companies, Inc. | $628K |
VOOGVanguard S&P 500 Growth ETF | $621K |
SUSBiShares ESG Aware 1-5 Year USD Corporate Bond ETF | $618K |
RHPRyman Hospitality Properties, Inc. | $600K |
FTNTFortinet, Inc. | $593K |
HBANHuntington Bancshares Incorporated | $588K |
SPYMSPDR Portfolio S&P 500 ETF | $586K |
ADMArcher-Daniels-Midland Company | $584K |
VCRVanguard Consumer Discretionary ETF | $576K |
LDOSLeidos Holdings, Inc. | $576K |
CMAComerica Incorporated | $569K |
NEMNewmont Corporation | $566K |
CHTRCharter Communications, Inc. Class A | $564K |
INGRIngredion Incorporated | $552K |
MAAMid-America Apartment Communities, Inc. | $548K |
EQNREquinor ASA Sponsored ADR | $537K |
VMBSVanguard Mortgage-Backed Securities ETF | $533K |
CEF/USprott Physical Gold and Silver Trust Units | $532K |
DTEDTE Energy Company | $531K |
BXPBoston Properties, Inc. | $526K |
RSPUInvesco S&P 500 Equal Weight Utilities ETF | $526K |
AORiShares Core Growth Allocation ETF | $525K |
LHCGUSDLHC Group, Inc. | $523K |
LENLennar Corporation Class A | $521K |
FIVEFive Below, Inc. | $518K |
SAICScience Applications International Corp. | $515K |
HALOHalozyme Therapeutics, Inc. | $515K |
BMRNBioMarin Pharmaceutical Inc. | $515K |
OGEOGE Energy Corp. | $514K |
ACMAECOM | $512K |
CDWCDW Corp. | $510K |
OSKOshkosh Corp | $504K |
GSGoldman Sachs Group, Inc. | $503K |
CUBECubeSmart | $502K |
PWRQuanta Services, Inc. | $497K |
DHSWisdomTree U.S. High Dividend Fund | $494K |
TDToronto-Dominion Bank | $494K |
IYMiShares U.S. Basic Materials ETF | $492K |
AMKRAmkor Technology, Inc. | $492K |
PPGPPG Industries, Inc. | $490K |
IQVIQVIA Holdings Inc | $488K |
FSKFS KKR Capital Corp. | $486K |
ONCBeiGene Ltd Sponsored ADR | $486K |
TLHiShares 10-20 Year Treasury Bond ETF | $479K |
CP.TOCanadian Pacific Railway Limited | $478K |
FTECFidelity MSCI Information Technology Index ETF | $477K |
FGF&G Annuities & Life Inc | $477K |
DGXQuest Diagnostics Incorporated | $472K |
DGSWisdomTree Emerging Markets SmallCap Dividend Fund | $471K |
MOATVanEck Morningstar Wide Moat ETF | $470K |
VSATViaSat, Inc. | $470K |
PHOInvesco Water Resources ETF | $469K |
GWXSPDR S&P International Small Cap ETF | $463K |
LITELumentum Holdings, Inc. | $453K |
SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF | $452K |
QDFFlexShares Quality Dividend Index Fund | $450K |
NXPINXP Semiconductors NV | $446K |
XOPSPDR S&P Oil & Gas Exploration & Production ETF | $440K |
VTWGVanguard Russell 2000 Growth ETF | $440K |
STZConstellation Brands, Inc. Class A | $439K |
BHPBHP Group Ltd Sponsored American Depositary Receipt Repr 2 Shs | $438K |
HPHelmerich & Payne, Inc. | $438K |
AWCAmerican Water Works Company, Inc. | $435K |
MPLXMPLX LP | $434K |
XLGIXLazard Global Total Return & Income Fund Inc | $434K |
ROSTRoss Stores, Inc. | $432K |
CA8ACACI International Inc Class A | $432K |
BRBroadridge Financial Solutions, Inc. | $430K |
ESEversource Energy | $430K |
FITBFifth Third Bancorp | $423K |
INGING Groep NV Sponsored ADR | $422K |
IFRAiShares U.S. Infrastructure ETF | $419K |
STIPiShares 0-5 Year TIPS Bond ETF | $418K |
BSXBoston Scientific Corporation | $415K |
LNGCheniere Energy, Inc. | $412K |
MORTVanEck Mortgage REIT Income ETF | $408K |
LLoews Corporation | $399K |
HOMBHome BancShares, Inc. | $398K |
IVZInvesco Ltd. | $398K |
LUVSouthwest Airlines Co. | $398K |
SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $394K |
KEYSKeysight Technologies Inc | $394K |
PPLPPL Corporation | $388K |
USIGiShares Broad USD Investment Grade Corporate Bond ETF | $387K |
JCIJohnson Controls International plc | $386K |
1939900DBrookfield Infrastructure Corp. (New York) Class A | $386K |
NINiSource Inc | $385K |
EMLPFirst Trust North American Energy Infrastructure Fund | $382K |
XLREReal Estate Select Sector SPDR Fund | $382K |
IXNiShares Global Tech ETF | $381K |
MCXMcCormick & Company, Incorporated | $378K |