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 |
|---|---|
MCHPMicrochip Technology Incorporated | $1.9M |
ETEnergy Transfer LP | $1.8M |
MTCHMatch Group, Inc. | $1.8M |
EFViShares MSCI EAFE Value ETF | $1.8M |
WBDWarner Bros. Discovery, Inc. Series A | $1.8M |
XNEAXNuveen AMT-Free Quality Municipal Income Fund of Benef Interest | $1.8M |
AMJEURJ.P. Morgan Alerian MLP Index ETN | $1.8M |
EWEdwards Lifesciences Corporation | $1.8M |
XRXXerox Holdings Corporation | $1.7M |
VGKVanguard FTSE Europe ETF | $1.7M |
DFIVDimensional International Value ETF | $1.7M |
MNSTMonster Beverage Corporation | $1.7M |
IBDSiShares iBonds Dec 2027 Term Corporate ETF | $1.7M |
MTUMiShares MSCI USA Momentum Factor ETF | $1.7M |
SPLVInvesco S&P 500 Low Volatility ETF | $1.7M |
RPRXRoyalty Pharma Plc Class A | $1.7M |
OXYOccidental Petroleum Corporation | $1.7M |
EQREquity Residential | $1.7M |
PAAPlains All American Pipeline, L.P. | $1.7M |
BKLNInvesco Senior Loan ETF | $1.7M |
LVLNSPDR S&P Regional Banking ETF | $1.6M |
WPCW. P. Carey Inc. | $1.6M |
YUMCYum China Holdings, Inc. | $1.6M |
TTDTrade Desk, Inc. Class A | $1.6M |
IBDUiShares iBonds Dec 2029 Term Corporate ETF | $1.6M |
IBDTiShares iBonds Dec 2028 Term Corporate ETF | $1.6M |
INFLHorizon Kinetics Inflation Beneficiaries ETF | $1.6M |
FT2First Horizon Corporation | $1.6M |
PYPLPayPal Holdings, Inc. | $1.6M |
NADNuveen Quality Municipal Income Fund of Benef.Interest | $1.6M |
ADSKAutodesk, Inc. | $1.6M |
NZFNuveen Municipal Credit Income Fund of Benef Interest | $1.6M |
NTRNutrien Ltd. | $1.6M |
SAPSAP SE Sponsored ADR | $1.6M |
SLYVSPDR S&P 600 Small Cap Value ETF | $1.6M |
IYY*iShares Dow Jones U.S. ETF | $1.6M |
MRNAModerna, Inc. | $1.6M |
VTHRVanguard Russell 3000 ETF | $1.5M |
BKHBlack Hills Corporation | $1.5M |
EXRExtra Space Storage Inc. | $1.5M |
CLXClorox Company | $1.5M |
TRVTravelers Companies, Inc. | $1.5M |
BMTABritish American Tobacco PLC Sponsored ADR | $1.5M |
WYWeyerhaeuser Company | $1.5M |
SBRSabine Royalty Trust | $1.5M |
CAHCardinal Health, Inc. | $1.4M |
ESGVVanguard ESG U.S. Stock ETF | $1.4M |
BUDAnheuser-Busch InBev SA/NV Sponsored ADR | $1.4M |
MAAMid-America Apartment Communities, Inc. | $1.4M |
UBSIUnited Bankshares, Inc. | $1.4M |
SCZiShares MSCI EAFE Small-Cap ETF | $1.4M |
INVHInvitation Homes, Inc. | $1.4M |
ENBEnbridge Inc. | $1.4M |
IUSBiShares Core Total USD Bond Market ETF | $1.4M |
EGBNEagle Bancorp, Inc. | $1.4M |
FNVFranco-Nevada Corporation | $1.4M |
SNOWSnowflake, Inc. Class A | $1.4M |
SUISun Communities, Inc. | $1.4M |
CGCarlyle Group Inc | $1.4M |
DONSPDR Dow Jones Industrial Average ETF Trust | $1.3M |
LUMNLumen Technologies, Inc. | $1.3M |
XMLVInvesco S&P MidCap Low Volatility ETF | $1.3M |
SWCHEURSwitch, Inc. Class A | $1.3M |
SD2Sandy Spring Bancorp, Inc. | $1.3M |
DWDMorgan Stanley | $1.3M |
SNASnap-on Incorporated | $1.3M |
ZBHZimmer Biomet Holdings, Inc. | $1.3M |
ICSHBlackRock Ultra Short-Term Bond ETF | $1.3M |
VRTXVertex Pharmaceuticals Incorporated | $1.3M |
QAIIQ Hedge Multi-Strategy Tracker ETF | $1.3M |
PCHPotlatchDeltic Corporation | $1.3M |
QTECFirst Trust NASDAQ-100 Technology Sector Index Fund | $1.3M |
PANWPalo Alto Networks, Inc. | $1.3M |
DVNDevon Energy Corporation | $1.3M |
CHTRCharter Communications, Inc. Class A | $1.3M |
CBNKCapital Bancorp, Inc. | $1.3M |
MCKMcKesson Corporation | $1.3M |
FALNiShares Fallen Angels USD Bond ETF | $1.3M |
HZNPHorizon Therapeutics Public Limited Company | $1.2M |
ARCCAres Capital Corporation | $1.2M |
XBISPDR S&P BIOTECH ETF | $1.2M |
XLREReal Estate Select Sector SPDR Fund | $1.2M |
FBRTFranklin BSP Realty Trust, Inc. | $1.2M |
IJJiShares S&P Mid-Cap 400 Value ETF | $1.2M |
METMetLife, Inc. | $1.2M |
ALSAllstate Corporation | $1.2M |
CPTCamden Property Trust | $1.2M |
RGLDRoyal Gold, Inc. | $1.2M |
VTIPVanguard Short-Term Inflation-Protected Securities ETF | $1.2M |
IWNiShares Russell 2000 Value ETF | $1.2M |
GMABGenmab A/S Sponsored ADR | $1.2M |
TTTrane Technologies plc | $1.2M |
HRBH&R Block, Inc. | $1.2M |
BMRNBioMarin Pharmaceutical Inc. | $1.2M |
ITBiShares U.S. Home Construction ETF | $1.2M |
VFHVanguard Financials ETF | $1.2M |
DSIiShares MSCI KLD 400 Social ETF | $1.2M |
AREAlexandria Real Estate Equities, Inc. | $1.2M |
SPOTSpotify Technology SA | $1.2M |
A4SAmeriprise Financial, Inc. | $1.2M |