UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2022 Filing
Filed August 11, 2022
Portfolio Value
$18.2B
Holdings
1,119
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (1,119 positions)
| Stock | Value |
|---|---|
TSNTyson Foods, Inc. Class A | $234K |
IBTXUSDIndependent Bank Group, Inc. | $234K |
SCHISchwab 5-10 Year Corporate Bond ETF | $232K |
DWASInvesco DWA SmallCap Momentum ETF | $231K |
MLKNMillerKnoll, Inc. | $229K |
REGLProShares S&P MidCap 400 Dividend Aristocrats ETF | $228K |
TFINTriumph Bancorp, Inc. | $228K |
MTNVail Resorts, Inc. | $228K |
XMESPDR S&P Metals & Mining ETF | $227K |
TRGPTarga Resources Corp. | $227K |
USXFiShares ESG Advanced MSCI USA ETF | $227K |
HNIHNI Corporation | $226K |
JUSTGoldman Sachs JUST U.S. Large Cap Equity ETF | $226K |
EWLiShares MSCI Switzerland ETF | $224K |
DOCUDocuSign, Inc. | $222K |
KRGKite Realty Group Trust | $221K |
IOOiShares Global 100 ETF | $220K |
EVRGEvergy, Inc. | $219K |
EVBNUSDEvans Bancorp, Inc. | $219K |
CDNSCadence Design Systems, Inc. | $219K |
PKWInvesco Buyback Achievers ETF | $218K |
LBRDKLiberty Broadband Corp. Class C | $217K |
PSECProspect Capital Corporation | $217K |
CLFCleveland-Cliffs Inc | $216K |
CPBCampbell Soup Company | $216K |
BIVVanguard Intermediate-Term Bond ETF | $216K |
RELYRemitly Global, Inc. | $215K |
EAGGiShares ESG Aware US Aggregate Bond ETF | $214K |
ICFiShares Cohen & Steers REIT ETF | $214K |
ISCBiShares Morningstar Small-Cap ETF | $214K |
LNGCheniere Energy, Inc. | $213K |
BF/ABrown-Forman Corporation Class A | $212K |
NINiSource Inc | $212K |
AGIAlamos Gold Inc. | $211K |
SMOGVanEck Low Carbon Energy ETF | $211K |
LNCLincoln National Corporation | $211K |
GAMGeneral American Investors Co Inc | $209K |
FDHYFidelity High Yield Factor ETF | $209K |
CZRCaesars Entertainment Inc | $209K |
DJUNFT Cboe Vest U.S. Equity Deep Buffer ETF - June | $209K |
RSPDInvesco S&P 500 Equal Weight Consumer Discretionary ETF | $208K |
CPECallon Petroleum Company | $207K |
XTiShares Exponential Technologies ETF | $207K |
VVVValvoline, Inc. | $207K |
—Auddia Inc. | $206K |
FNDFSchwab Fundamental International Large Co. Index ETF | $206K |
RCLRoyal Caribbean Group | $205K |
TPRTapestry, Inc. | $205K |
FMAYFT Cboe Vest U.S. Equity Buffer ETF - May | $204K |
PBWInvesco WilderHill Clean Energy ETF | $202K |
—Invesco Global Listed Private Equity ETF | $200K |
CAGConagra Brands, Inc. | $200K |
AALAmerican Airlines Group, Inc. | $195K |
TLRYEURTilray Brands, Inc. | $193K |
ICADUSDiCAD, Inc. | $188K |
VODVodafone Group Plc Sponsored ADR | $185K |
PGXInvesco Preferred ETF | $182K |
UEUrban Edge Properties | $181K |
BDJBlackRock Enhanced Equity Dividend Trust | $181K |
CCLCarnival Corporation | $181K |
PMLPimco Municipal Income Fund II | $174K |
NVGNuveen AMT-Free Municipal Credit Income Fund of Benef Interest | $173K |
KDKyndryl Holdings Incorporation | $170K |
EIMEaton Vance Municipal Bond Fund | $167K |
OPADOfferpad Solutions, Inc. Class A | $164K |
DKNGDraftKings, Inc. Class A | $161K |
VVRInvesco Senior Income Trust | $151K |
ONEM1Life Healthcare, Inc. | $151K |
GOOGLAlphabet Inc. Class A | $145K |
XCHYXCalamos Convertible And High Income Fund | $142K |
ACVAACV Auctions, Inc. Class A | $132K |
GOOGAlphabet Inc. Class C | $120K |
AGNCAGNC Investment Corp. | $117K |
IGRCBRE Global Real Estate Income Fund | $115K |
MQMarqeta, Inc. Class A | $115K |
PFOFlaherty & Crumrine Preferred and Income Opportunity Fund Incorporated | $114K |
NPKINewpark Resources, Inc. | $112K |
TGBTaseko Mines Limited | $108K |
JPCNuveen Preferred & Income Opportunities Fund of Benef Interest | $104K |
—Necessity Retail REIT, Inc. Class A | $103K |
—GreenBox POS | $103K |
PNNTPennantPark Investment Corporation | $101K |
AOUTAmerican Outdoor Brands, Inc. | $96K |
PHKPimco High Income Fund | $93K |
OXLCLOxford Lane Capital Corp. | $86K |
SWN1EURSouthwestern Energy Company | $83K |
HIMSHims & Hers Health, Inc. Class A | $81K |
—Infrastructure & Energy Alternatives, Inc. | $80K |
—Exicure, Inc. | $79K |
XJQCXNuveen Credit Strategies Income Fund | $74K |
PHTPioneer High Income Fund, Inc. | $74K |
UNHUnitedHealth Group Incorporated | $72K |
HIOWestern Asset High Income Opportunity Fund Inc | $59K |
BLNDBlend Labs, Inc. Class A | $53K |
LYGLloyds Banking Group plc Sponsored ADR | $44K |
YB4PSavara, Inc. | $39K |
BLKCHFBlackRock, Inc. | $35K |
TSLATesla Inc | $34K |
TMOThermo Fisher Scientific Inc. | $34K |
EQEquillium, Inc. | $28K |