UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$18.2B
Holdings
966
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (966 positions)
| Stock | Value |
|---|---|
FSVFIRSTSERVICE CORP | $34.0M |
IVWISHARES S&P 500 GROWTH ETF | $34.0M |
ISRGINTUITIVE SURGICAL, INC. | $34.0M |
ADPAUTOMATIC DATA PROCESSING, INC. | $34.0M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $33.0M |
OKEONEOK, INC. | $33.0M |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $32.0M |
ITWILLINOIS TOOL WORKS INC. | $32.0M |
NDAQNASDAQ, INC. | $32.0M |
DGDOLLAR GENERAL CORPORATION | $31.0M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $31.0M |
IVEISHARES S&P 500 VALUE ETF | $31.0M |
VBVANGUARD SMALL-CAP ETF | $31.0M |
TXNTEXAS INSTRUMENTS INCORPORATED | $30.0M |
UNPUNION PACIFIC CORPORATION | $30.0M |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $30.0M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $30.0M |
STESTERIS PLC | $30.0M |
CPRTCOPART, INC. | $30.0M |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $29.0M |
GISGENERAL MILLS, INC. | $28.0M |
EMREMERSON ELECTRIC CO. | $28.0M |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $28.0M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $28.0M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $28.0M |
POOLPOOL CORPORATION | $28.0M |
AMTAMERICAN TOWER CORPORATION | $28.0M |
LMBSFIRST TRUST LOW DURATION OPPORTUNITIES ETF | $28.0M |
DEDEERE & COMPANY | $27.0M |
METAMETA PLATFORMS INC. CLASS A | $27.0M |
AMGNAMGEN INC. | $27.0M |
JKHYJACK HENRY & ASSOCIATES, INC. | $27.0M |
FTSMFIRST TRUST ENHANCED SHORT MATURITY ETF | $27.0M |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF | $26.0M |
IWDISHARES RUSSELL 1000 VALUE ETF | $25.0M |
AXPAMERICAN EXPRESS COMPANY | $25.0M |
NOCNORTHROP GRUMMAN CORP. | $25.0M |
SOXXISHARES SEMICONDUCTOR ETF | $25.0M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $24.0M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $24.0M |
SOSOUTHERN COMPANY | $24.0M |
SCHZSCHWAB US AGGREGATE BOND ETF | $24.0M |
PWBINVESCO DYNAMIC LARGE CAP GROWTH ETF | $24.0M |
VPLVANGUARD FTSE PACIFIC ETF | $24.0M |
CRMSALESFORCE, INC. | $24.0M |
TMUST-MOBILE US, INC. | $24.0M |
EOGEOG RESOURCES, INC. | $23.0M |
BACVERIZON COMMUNICATIONS INC. | $23.0M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $23.0M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $23.0M |
KKRKKR & CO INC | $23.0M |
IEURISHARES CORE MSCI EUROPE ETF | $22.0M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $22.0M |
TTECTTEC HOLDINGS, INC. | $22.0M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR | $22.0M |
PXDEURPIONEER NATURAL RESOURCES COMPANY | $22.0M |
PAYXPAYCHEX, INC. | $22.0M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $22.0M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $21.0M |
ACWIISHARES MSCI ACWI ETF | $21.0M |
JJACOBS SOLUTIONS INC. | $21.0M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $20.0M |
WFCWELLS FARGO & COMPANY | $20.0M |
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. | $20.0M |
WATWATERS CORPORATION | $19.0M |
ROPROPER TECHNOLOGIES, INC. | $19.0M |
AFLAFLAC INCORPORATED | $19.0M |
8CWCROWN CASTLE INC. | $19.0M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $19.0M |
QQLVINVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF | $19.0M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $18.0M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $18.0M |
BALLBALL CORPORATION | $18.0M |
PRUPRUDENTIAL FINANCIAL, INC. | $18.0M |
PHPARKER-HANNIFIN CORPORATION | $18.0M |
IUSVISHARES CORE S&P US VALUE ETF | $17.0M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $17.0M |
SDOGALPS SECTOR DIVIDEND DOGS ETF | $17.0M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $17.0M |
DHID.R. HORTON, INC. | $17.0M |
VVVANGUARD LARGE-CAP ETF | $17.0M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $16.0M |
GQ9SPDR GOLD SHARES | $16.0M |
FQIDIGITAL REALTY TRUST, INC. | $16.0M |
EFGISHARES MSCI EAFE GROWTH ETF | $15.0M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $15.0M |
IWVISHARES RUSSELL 3000 ETF | $15.0M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $15.0M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $15.0M |
LMTLOCKHEED MARTIN CORPORATION | $15.0M |
TSLATESLA, INC. | $15.0M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $15.0M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $15.0M |
OEFISHARES S&P 100 ETF | $14.0M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $14.0M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $14.0M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $14.0M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $14.0M |
SNYSANOFI SPONSORED ADR | $14.0M |
BABOEING COMPANY | $14.0M |