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	Shares	Value	% Portfolio
501	ADSKAUTODESK, INC.	8,427	$1.0M	0.01%
502	NSYNICE LTD SPONSORED ADR	8,469	$1.0M	0.01%
503	XNEAXNUVEEN AMT-FREE QUALITY MUNICIPAL INCOME FUND OF BENEF INTEREST	106,841	$1.0M	0.01%
504	TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC.	9,111	$1.0M	0.01%
505	VGKVANGUARD FTSE EUROPE ETF	21,159	$1.0M	0.01%
506	ICEINTERCONTINENTAL EXCHANGE, INC.	14,511	$1.0M	0.01%
507	SCHWCHARLES SCHWAB CORP	29,942	$1.0M	0.01%
508	MIGAMICROSTRATEGY INCORPORATED CLASS A	4,744	$1.0M	0.01%
509	DDOMINION ENERGY INC	30,598	$1.0M	0.01%
510	HIGHARTFORD FINANCIAL SERVICES GROUP, INC.	16,731	$1.0M	0.01%
511	GMABGENMAB A/S SPONSORED ADR	29,504	$1.0M	0.01%
512	IJJISHARES S&P MID-CAP 400 VALUE ETF	12,437	$1.0M	0.01%
513	TRVTRAVELERS COMPANIES, INC.	6,210	$1.0M	0.01%
514	SRESEMPRA ENERGY	9,005	$1.0M	0.01%
515	OXYOCCIDENTAL PETROLEUM CORPORATION	19,005	$1.0M	0.01%
516	FNDXSCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF	23,251	$1.0M	0.01%
517	VFHVANGUARD FINANCIALS ETF	14,194	$1.0M	0.01%
518	CNCCENTENE CORPORATION	22,127	$1.0M	0.01%
519	AVUSAVANTIS U.S. EQUITY ETF	14,362	$1.0M	0.01%
520	KIMKIMCO REALTY CORPORATION	53,416	$1.0M	0.01%
521	CDNSCADENCE DESIGN SYSTEMS, INC.	4,953	$1.0M	0.01%
522	IDUISHARES U.S. UTILITIES ETF	21,703	$1.0M	0.01%
523	AKAMAKAMAI TECHNOLOGIES, INC.	23,935	$1.0M	0.01%
524	DFIVDIMENSIONAL INTERNATIONAL VALUE ETF	52,613	$1.0M	0.01%
525	VOOVVANGUARD S&P 500 VALUE ETF	7,261	$1.0M	0.01%
526	FFORD MOTOR COMPANY	85,567	$1.0M	0.01%
527	AEPAMERICAN ELECTRIC POWER COMPANY, INC.	21,614	$1.0M	0.01%
528	MRSHMARSH & MCLENNAN COMPANIES, INC.	11,059	$1.0M	0.01%
529	SRCLSTERICYCLE, INC.	36,497	$1.0M	0.01%
530	MLMMARTIN MARIETTA MATERIALS, INC.	3,307	$1.0M	0.01%
531	BKBANK OF NEW YORK MELLON CORP	23,859	$1.0M	0.01%
532	ELVELEVANCE HEALTH, INC.	3,132	$1.0M	0.01%
533	IAU*ISHARES GOLD TRUST	48,117	$1.0M	0.01%
534	RJFRAYMOND JAMES FINANCIAL, INC.	11,324	$1.0M	0.01%
535	SBACSBA COMMUNICATIONS CORP. CLASS A	4,232	$1.0M	0.01%
536	EQREQUITY RESIDENTIAL	17,364	$1.0M	0.01%
537	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	4,592	$1.0M	0.01%
538	IWSISHARES RUSSELL MID-CAP VALUE ETF	14,543	$1.0M	0.01%
539	PAAPLAINS ALL AMERICAN PIPELINE, L.P.	91,051	$1.0M	0.01%
540	XMLVINVESCO S&P MIDCAP LOW VOLATILITY ETF	19,313	$1.0M	0.01%
541	MTUMISHARES MSCI USA MOMENTUM FACTOR ETF	9,733	$1.0M	0.01%
542	VLOVALERO ENERGY CORPORATION	8,393	$1.0M	0.01%
543	APDAIR PRODUCTS AND CHEMICALS, INC.	6,684	$1.0M	0.01%
544	NUENUCOR CORPORATION	12,295	$1.0M	0.01%
545	DLHCDLH HOLDINGS CORP.	88,000	$1.0M	0.01%
546	RFREGIONS FINANCIAL CORPORATION	86,517	$1.0M	0.01%
547	PEOEXELON CORPORATION	24,382	$1.0M	0.01%
548	CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A	11,417	$1.0M	0.01%
549	SGDMSPROTT GOLD MINERS ETF	43,914	$1.0M	0.01%
550	EXREXTRA SPACE STORAGE INC.	6,487	$1.0M	0.01%
551	YUMCYUM CHINA HOLDINGS, INC.	26,408	$1.0M	0.01%
552	TTDTRADE DESK, INC. CLASS A	26,057	$1.0M	0.01%
553	IFRAISHARES U.S. INFRASTRUCTURE ETF	50,329	$1.0M	0.01%
554	OREALTY INCOME CORPORATION	23,341	$1.0M	0.01%
555	SNOWSNOWFLAKE, INC. CLASS A	9,225	$1.0M	0.01%
556	SUSAISHARES MSCI USA ESG SELECT ETF	12,824	$1.0M	0.01%
557	MCOMOODY'S CORPORATION	4,423	$1.0M	0.01%
558	EGPEASTGROUP PROPERTIES, INC.	7,612	$1.0M	0.01%
559	CMICUMMINS INC.	4,747	$1.0M	0.01%
560	ZBHZIMMER BIOMET HOLDINGS, INC.	13,461	$1.0M	0.01%
561	AG8AGILENT TECHNOLOGIES, INC.	13,326	$1.0M	0.01%
562	BWABORGWARNER INC.	33,264	$1.0M	0.01%
563	IBDVISHARES IBONDS DEC 2030 TERM CORPORATE ETF	76,992	$1.0M	0.01%
564	XBISPDR S&P BIOTECH ETF	15,185	$1.0M	0.01%
565	GOODGLADSTONE COMMERCIAL CORPORATION	89,517	$1.0M	0.01%
566	XLBMATERIALS SELECT SECTOR SPDR FUND	18,067	$1.0M	0.01%
567	DFSEURDISCOVER FINANCIAL SERVICES	10,042	$992K	0.01%
568	KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF	53,940	$991K	0.01%
569	SUISUN COMMUNITIES, INC.	7,037	$991K	0.01%
570	ATVIEURACTIVISION BLIZZARD, INC.	11,502	$984K	0.01%
571	FTVFORTIVE CORP.	14,407	$982K	0.01%
572	EDCONSOLIDATED EDISON, INC.	10,268	$982K	0.01%
573	PAGPPLAINS GP HOLDINGS LP CLASS A	74,820	$981K	0.01%
574	SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF	25,948	$980K	0.01%
575	DALDELTA AIR LINES, INC.	28,030	$978K	0.01%
576	MAAMID-AMERICA APARTMENT COMMUNITIES, INC.	6,468	$976K	0.01%
577	AONAON PLC CLASS A	3,091	$974K	0.01%
578	SPYXSPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF	29,068	$966K	0.01%
579	GPCGENUINE PARTS COMPANY	5,774	$966K	0.01%
580	MTBM&T BANK CORPORATION	8,079	$965K	0.01%
581	ITBISHARES U.S. HOME CONSTRUCTION ETF	13,602	$956K	0.01%
582	INVHINVITATION HOMES, INC.	30,632	$956K	0.01%
583	RRXREGAL REXNORD CORPORATION	6,736	$947K	0.01%
584	AMANTERO MIDSTREAM CORP.	90,292	$947K	0.01%
585	STMSTMICROELECTRONICS NV ADR REGS	17,645	$943K	0.01%
586	CINFCINCINNATI FINANCIAL CORPORATION	8,410	$942K	0.01%
587	INFLHORIZON KINETICS INFLATION BENEFICIARIES ETF	30,530	$941K	0.01%
588	QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND	7,195	$939K	0.01%
589	DVADAVITA INC.	11,541	$936K	0.01%
590	MKLMARKEL CORPORATION	730	$932K	0.01%
591	BRK-BBERKSHIRE HATHAWAY INC. CLASS A	2	$931K	0.01%
592	ISTBISHARES CORE 1-5 YEAR USD BOND ETF	19,630	$925K	0.01%
593	TTTRANE TECHNOLOGIES PLC	5,028	$925K	0.01%
594	EMNEASTMAN CHEMICAL COMPANY	10,952	$923K	0.01%
595	VSGXVANGUARD ESG INTERNATIONAL STOCK ETF	17,568	$919K	0.01%
596	EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF	21,191	$916K	0.01%
597	VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF	14,531	$900K	0.00%
598	PGRPROGRESSIVE CORPORATION	6,280	$898K	0.00%
599	GEHCGE HEALTHCARE TECHNOLOGIES INC.	10,933	$896K	0.00%
600	ARCCARES CAPITAL CORPORATION	48,623	$888K	0.00%

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