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 |
|---|---|
WMTWALMART INC. | $42.2M |
BIIBBIOGEN INC. | $42.1M |
GILDGILEAD SCIENCES, INC. | $42.0M |
AJGARTHUR J. GALLAGHER & CO. | $42.0M |
LOWLOWE'S COMPANIES, INC. | $40.2M |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $40.0M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $39.8M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $39.7M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $39.2M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $39.2M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $39.2M |
VBVANGUARD SMALL-CAP ETF | $39.1M |
JKHYJACK HENRY & ASSOCIATES, INC. | $38.7M |
STESTERIS PLC | $38.7M |
BMYBRISTOL-MYERS SQUIBB COMPANY | $38.6M |
SYKSTRYKER CORPORATION | $38.5M |
INTCINTEL CORPORATION | $38.5M |
RSGREPUBLIC SERVICES, INC. | $38.2M |
TXNTEXAS INSTRUMENTS INCORPORATED | $36.9M |
CATCATERPILLAR INC. | $36.8M |
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | $36.6M |
DGDOLLAR GENERAL CORPORATION | $35.5M |
NDAQNASDAQ, INC. | $35.5M |
INTUINTUIT INC. | $35.1M |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $35.0M |
VRSKVERISK ANALYTICS INC | $34.8M |
AMTAMERICAN TOWER CORPORATION | $34.5M |
TMOTHERMO FISHER SCIENTIFIC INC. | $33.8M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $33.7M |
IYWISHARES U.S. TECHNOLOGY ETF | $33.5M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $32.4M |
AMGNAMGEN INC. | $32.3M |
IWDISHARES RUSSELL 1000 VALUE ETF | $31.8M |
ETNEATON CORP. PLC | $31.4M |
POOLPOOL CORPORATION | $31.0M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $31.0M |
ACWIISHARES MSCI ACWI ETF | $30.9M |
FTSLFIRST TRUST SENIOR LOAN FUND | $30.7M |
VPLVANGUARD FTSE PACIFIC ETF | $30.5M |
SOXXISHARES SEMICONDUCTOR ETF | $30.4M |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $30.2M |
EMREMERSON ELECTRIC CO. | $30.1M |
—AMPIO PHARMACEUTICALS, INC. | $30.0M |
BALLBALL CORPORATION | $30.0M |
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. | $29.8M |
DEDEERE & COMPANY | $29.7M |
TTECTTEC HOLDINGS, INC. | $29.7M |
IEURISHARES CORE MSCI EUROPE ETF | $29.4M |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $29.0M |
TRI4EURTHOMSON REUTERS CORPORATION | $28.7M |
CRMSALESFORCE, INC. | $28.2M |
MRKMERCK & CO., INC. | $28.2M |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF | $28.0M |
AXPAMERICAN EXPRESS COMPANY | $27.8M |
PWBINVESCO DYNAMIC LARGE CAP GROWTH ETF | $27.6M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $27.3M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $27.2M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $26.9M |
PRUPRUDENTIAL FINANCIAL, INC. | $26.8M |
SOSOUTHERN COMPANY | $26.6M |
NOCNORTHROP GRUMMAN CORPORATION | $26.6M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $26.6M |
PAYXPAYCHEX, INC. | $26.5M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR | $26.1M |
IUSVISHARES CORE S&P US VALUE ETF | $25.7M |
8CWCROWN CASTLE INTERNATIONAL CORP | $25.6M |
CPRTCOPART, INC. | $25.3M |
—TRITERRAS, INC. WARRANT 2020-10.11.25 ON TRITERRAS | $25.0M |
JECUSDJACOBS ENGINEERING GROUP INC. | $24.9M |
ITWILLINOIS TOOL WORKS INC. | $24.6M |
ITBISHARES U.S. HOME CONSTRUCTION ETF | $24.3M |
VVVANGUARD LARGE-CAP ETF | $23.6M |
KKRKKR & CO. INC. | $23.6M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $23.5M |
PCARPACCAR INC | $23.3M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $22.9M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $22.9M |
BACBANK OF AMERICA CORP | $22.7M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $22.6M |
GISGENERAL MILLS, INC. | $22.2M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $21.7M |
IWVISHARES RUSSELL 3000 ETF | $21.4M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $21.4M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $21.0M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $20.8M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $20.5M |
AFLAFLAC INCORPORATED | $20.5M |
WATWATERS CORPORATION | $20.4M |
TMUST-MOBILE US, INC. | $20.4M |
FQIDIGITAL REALTY TRUST, INC. | $20.3M |
—HISTOGEN INC. | $20.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $19.8M |
ROPROPER TECHNOLOGIES, INC. | $19.7M |
GQ9SPDR GOLD SHARES | $19.5M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $19.4M |
OEFISHARES S&P 100 ETF | $19.0M |
EPDENTERPRISE PRODUCTS PARTNERS L.P. | $18.8M |
BSJM1EURINVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF | $18.7M |
SCHOSCHWAB SHORT-TERM US TREASURY ETF | $18.5M |
WFCWELLS FARGO & COMPANY | $18.3M |