UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$18.3B
Holdings
886
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (886 positions)
| Stock | Value |
|---|---|
FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP | $13.0M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $13.0M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $12.0M |
ALCALCON AG | $12.0M |
BSJOINVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF | $12.0M |
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF | $12.0M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $12.0M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $12.0M |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $12.0M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $12.0M |
XLEENERGY SELECT SECTOR SPDR FUND | $12.0M |
DEODIAGEO PLC SPONSORED ADR | $12.0M |
IRMIRON MOUNTAIN, INC. | $12.0M |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $12.0M |
NVSNNOVARTIS AG SPONSORED ADR | $11.0M |
IYHISHARES U.S. HEALTHCARE ETF | $11.0M |
AMDADVANCED MICRO DEVICES, INC. | $11.0M |
OTISOTIS WORLDWIDE CORPORATION | $11.0M |
CLCOLGATE-PALMOLIVE COMPANY | $10.0M |
YUMYUM! BRANDS, INC. | $10.0M |
IWBISHARES RUSSELL 1000 ETF | $10.0M |
CBCHUBB LIMITED | $10.0M |
AIGAMERICAN INTERNATIONAL GROUP, INC. | $10.0M |
EFAISHARES MSCI EAFE ETF | $10.0M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $10.0M |
FERGFERGUSON PLC | $10.0M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $9.0M |
INGING GROEP NV SPONSORED ADR | $9.0M |
GIB/ACGI INC. CLASS A | $9.0M |
BACBANK OF AMERICA CORP | $9.0M |
KOCOCA-COLA COMPANY | $9.0M |
INTAINTAPP, INC. | $9.0M |
VOVANGUARD MID-CAP ETF | $9.0M |
RELXRELX PLC SPONSORED ADR | $9.0M |
MCDMCDONALD'S CORPORATION | $9.0M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $9.0M |
GXOGXO LOGISTICS INC | $9.0M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $9.0M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $9.0M |
ADIANALOG DEVICES, INC. | $9.0M |
EPDENTERPRISE PRODUCTS PARTNERS L.P. | $9.0M |
FFIVF5, INC. | $9.0M |
KMIKINDER MORGAN INC CLASS P | $9.0M |
BXBLACKSTONE INC. | $9.0M |
COFCAPITAL ONE FINANCIAL CORP | $9.0M |
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $8.0M |
XYLXYLEM INC. | $8.0M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $8.0M |
TAT&T INC. | $8.0M |
RYROYAL BANK OF CANADA | $8.0M |
CTVACORTEVA INC | $8.0M |
PLDPROLOGIS, INC. | $8.0M |
ZTSZOETIS, INC. CLASS A | $8.0M |
IYFISHARES U.S. FINANCIALS ETF | $8.0M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $8.0M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $8.0M |
BIPBROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $8.0M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $7.0M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $7.0M |
TFCTRUIST FINANCIAL CORPORATION | $7.0M |
OBDCBLUE OWL CAPITAL CORPORATION | $7.0M |
FLOTISHARES FLOATING RATE BOND ETF | $7.0M |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $7.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $7.0M |
ETNEATON CORP. PLC | $7.0M |
RIORIO TINTO PLC SPONSORED ADR | $7.0M |
MSCIMSCI INC. CLASS A | $7.0M |
IPACISHARES CORE MSCI PACIFIC ETF | $7.0M |
HONHONEYWELL INTERNATIONAL INC. | $7.0M |
AESAES CORPORATION | $6.0M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $6.0M |
DOWDOW, INC. | $6.0M |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $6.0M |
SMLFISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $6.0M |
LULULULULEMON ATHLETICA INC | $6.0M |
WEPMAGELLAN MIDSTREAM PARTNERS, L.P. | $6.0M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $6.0M |
WMBWILLIAMS COMPANIES, INC. | $6.0M |
VALEVALE S.A. SPONSORED ADR | $6.0M |
NYCBEURNEW YORK COMMUNITY BANCORP, INC. | $6.0M |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $6.0M |
COPCONOCOPHILLIPS | $6.0M |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $6.0M |
AYATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | $5.0M |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $5.0M |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $5.0M |
AVTRAVANTOR, INC. | $5.0M |
AQLTISHARES SELECT DIVIDEND ETF | $5.0M |
WHRWHIRLPOOL CORPORATION | $5.0M |
SHVISHARES SHORT TREASURY BOND ETF | $5.0M |
KMXCARMAX, INC. | $5.0M |
SPGSIMON PROPERTY GROUP, INC. | $5.0M |
SCHOSCHWAB SHORT-TERM US TREASURY ETF | $5.0M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $5.0M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $5.0M |
ITGARTNER, INC. | $5.0M |
DFUSDIMENSIONAL U.S. EQUITY ETF | $5.0M |
NFLXNETFLIX, INC. | $5.0M |
ELESTEE LAUDER COMPANIES INC. CLASS A | $5.0M |
ESGUISHARES ESG AWARE MSCI USA ETF | $5.0M |