UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$20.6B
Holdings
1,154
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (1,154 positions)
| Stock | Value |
|---|---|
PBWINVESCO WILDERHILL CLEAN ENERGY ETF | $287K |
EOTEATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | $287K |
TRPTC ENERGY CORPORATION | $287K |
ANETEURARISTA NETWORKS, INC. | $285K |
NXPINXP SEMICONDUCTORS NV | $285K |
IEPICAHN ENTERPRISES L.P. | $282K |
HCQAMN HEALTHCARE SERVICES, INC. | $281K |
CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC. | $281K |
BSXBOSTON SCIENTIFIC CORPORATION | $278K |
SLYSPDR S&P 600 SMALL CAP ETF | $278K |
CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $277K |
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | $276K |
RELYREMITLY GLOBAL, INC. | $276K |
FNKOFUNKO, INC. CLASS A | $274K |
KDKYNDRYL HOLDINGS INCORPORATION | $274K |
MSIMOTOROLA SOLUTIONS, INC. | $273K |
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND | $272K |
VXFVANGUARD EXTENDED MARKET ETF | $271K |
AALAMERICAN AIRLINES GROUP, INC. | $271K |
AQLTISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $269K |
SMHVANECK SEMICONDUCTOR ETF | $268K |
NPFINUVEEN PREFERRED & INCOME SECURITIES FUND OF BENEF.INTEREST | $268K |
ICFISHARES COHEN & STEERS REIT ETF | $268K |
SIVBEURSVB FINANCIAL GROUP | $267K |
AEEAMEREN CORPORATION | $267K |
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF | $267K |
AZTAAZENTA, INC. | $265K |
PTCPTC INC. | $265K |
EWLISHARES MSCI SWITZERLAND ETF | $265K |
VABKVIRGINIA NATIONAL BANKSHARES CORPORATION | $264K |
TQJSIGNATURE BANK | $263K |
—INVESCO GLOBAL LISTED PRIVATE EQUITY ETF | $263K |
ETSYETSY, INC. | $263K |
PTLCPACER TRENDPILOT US LARGE CAP ETF | $263K |
HCMHUTCHMED (CHINA) LIMITED SPONSORED ADR | $262K |
ACGLARCH CAPITAL GROUP LTD. | $262K |
SJMJ.M. SMUCKER COMPANY | $261K |
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF | $261K |
DKNG1USDDRAFTKINGS, INC. CLASS A | $260K |
ISCBISHARES MORNINGSTAR SMALL-CAP ETF | $259K |
PSECPROSPECT CAPITAL CORPORATION | $259K |
IOOISHARES GLOBAL 100 ETF | $259K |
TDCTERADATA CORPORATION | $257K |
MDBMONGODB, INC. CLASS A | $256K |
GNTXGENTEX CORPORATION | $254K |
PKWINVESCO BUYBACK ACHIEVERS ETF | $254K |
FIXDFIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF | $254K |
AGIALAMOS GOLD INC. | $253K |
FNCLFIDELITY MSCI FINANCIALS INDEX ETF | $253K |
LKQ1LKQ CORPORATION | $251K |
GAMGENERAL AMERICAN INVESTORS CO INC | $251K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $251K |
CCMPCMC MATERIALS, INC. | $250K |
EWCISHARES MSCI CANADA ETF | $248K |
SNPSSYNOPSYS, INC. | $248K |
MUCBLACKROCK MUNIHOLDINGS QUALITY FUND II INC | $247K |
—SPRAGUE RESOURCES LP | $247K |
INFYINFOSYS LIMITED SPONSORED ADR | $246K |
CMSCMS ENERGY CORPORATION | $246K |
SMOGVANECK LOW CARBON ENERGY ETF | $246K |
CSGPCOSTAR GROUP, INC. | $246K |
EVBNUSDEVANS BANCORP, INC. | $245K |
AGGYWISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND | $244K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $244K |
CHPTCHARGEPOINT HOLDINGS, INC. CLASS A | $244K |
REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | $243K |
LNCLINCOLN NATIONAL CORPORATION | $241K |
HNIHNI CORPORATION | $241K |
FRELFIDELITY MSCI REAL ESTATE INDEX ETF | $238K |
NTESNETEASE INC SPONSORED ADR | $238K |
VVVVALVOLINE, INC. | $237K |
—TRISTATE CAPITAL HOLDINGS, INC. | $237K |
USXFISHARES ESG ADVANCED MSCI USA ETF | $237K |
KLACKLA CORPORATION | $236K |
FDHYFIDELITY HIGH YIELD FACTOR ETF | $235K |
DLTRDOLLAR TREE, INC. | $234K |
NINISOURCE INC | $233K |
RAREULTRAGENYX PHARMACEUTICAL, INC. | $232K |
TGBTASEKO MINES LIMITED | $229K |
CWENCLEARWAY ENERGY, INC. CLASS C | $229K |
BOKFBOK FINANCIAL CORPORATION | $227K |
LBRDKLIBERTY BROADBAND CORP. CLASS C | $227K |
ADXADAMS DIVERSIFIED EQUITY FUND INC SHS | $226K |
TPRTAPESTRY, INC. | $226K |
UEURBAN EDGE PROPERTIES | $225K |
HSICHENRY SCHEIN, INC. | $225K |
RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF | $224K |
VISVANGUARD INDUSTRIALS ETF | $224K |
ILCBISHARES MORNINGSTAR U.S. EQUITY ETF | $223K |
PACWUSDPACWEST BANCORP | $221K |
CHHCHOICE HOTELS INTERNATIONAL, INC. | $220K |
HRLHORMEL FOODS CORPORATION | $220K |
EVRGEVERGY, INC. | $219K |
ONEYSPDR RUSSELL 1000 YIELD FOCUS ETF | $219K |
PKNPERKINELMER, INC. | $218K |
MCMOELIS & CO. CLASS A | $215K |
PLUNPLUG POWER INC. | $214K |
BDJBLACKROCK ENHANCED EQUITY DIVIDEND TRUST | $213K |
TSNTYSON FOODS, INC. CLASS A | $212K |
ROBOROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $210K |