UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$20.0B
Holdings
1,192
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (1,192 positions)
| Stock | Value |
|---|---|
INTCIntel Corporation | $43.2M |
SCHBSchwab U.S. Broad Market ETF | $42.7M |
NDAQNasdaq, Inc. | $40.9M |
IWFiShares Russell 1000 Growth ETF | $40.5M |
TSCOTractor Supply Company | $39.6M |
ADPAutomatic Data Processing, Inc. | $39.2M |
WMTWalmart Inc. | $39.0M |
VBVanguard Small-Cap ETF | $38.9M |
UPSUnited Parcel Service, Inc. Class B | $38.3M |
OKEONEOK, Inc. | $38.3M |
SYKStryker Corporation | $38.2M |
USMViShares MSCI USA Min Vol Factor ETF | $37.5M |
AJGArthur J. Gallagher & Co. | $37.4M |
AVGOBroadcom Inc. | $36.9M |
TXNTexas Instruments Incorporated | $36.8M |
SPMBSPDR Portfolio Mortgage Backed Bond ETF | $36.7M |
TMOThermo Fisher Scientific Inc. | $36.6M |
AMTAmerican Tower Corporation | $36.2M |
MINTPIMCO Enhanced Short Maturity Active ETF | $35.9M |
RSGRepublic Services, Inc. | $35.6M |
ADBEAdobe Inc. | $35.6M |
POOLPool Corporation | $35.4M |
BMYBristol-Myers Squibb Company | $34.7M |
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF | $34.1M |
TAT&T Inc. | $33.6M |
STESTERIS Plc | $33.1M |
DESWisdomTree U.S. SmallCap Dividend Fund | $32.8M |
DGDollar General Corporation | $32.6M |
ACWIiShares MSCI ACWI ETF | $32.4M |
VRSKVerisk Analytics Inc | $32.2M |
ATVIEURActivision Blizzard, Inc. | $32.2M |
IEURiShares Core MSCI Europe ETF | $32.1M |
IYWiShares U.S. Technology ETF | $32.0M |
ETNEaton Corp. Plc | $31.9M |
VPLVanguard FTSE Pacific ETF | $31.8M |
BALLBall Corporation | $30.9M |
TTECTTEC Holdings, Inc. | $30.8M |
JKHYJack Henry & Associates, Inc. | $30.8M |
CATCaterpillar Inc. | $30.6M |
CRMsalesforce.com, inc. | $30.4M |
TRI4EURThomson Reuters Corporation | $29.7M |
SOXXiShares Semiconductor ETF | $29.4M |
CPRTCopart, Inc. | $29.4M |
IUSGiShares Core S&P U.S. Growth ETF | $29.1M |
EMREmerson Electric Co. | $29.1M |
FNDCSchwab Fundamental International Small Co. Index ETF | $29.0M |
SPEMSPDR Portfolio Emerging Markets ETF | $28.8M |
HYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF | $28.6M |
AXPAmerican Express Company | $28.3M |
PWBInvesco Dynamic Large Cap Growth ETF | $27.9M |
AMGNAmgen Inc. | $27.8M |
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | $27.8M |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $27.4M |
SCHESchwab Emerging Markets Equity ETF | $27.3M |
ITBiShares U.S. Home Construction ETF | $26.9M |
MRKMerck & Co., Inc. | $26.9M |
PEYInvesco High Yield Equity Dividend Achievers ETF | $26.4M |
FISFidelity National Information Services, Inc. | $26.1M |
IWDiShares Russell 1000 Value ETF | $26.1M |
LAMRLamar Advertising Company Class A | $26.1M |
IAGGiShares Core International Aggregate Bond ETF | $25.9M |
IUSViShares Core S&P US Value ETF | $25.8M |
IXUSiShares Core MSCI Total International Stock ETF | $25.5M |
DEDeere & Company | $25.5M |
VMBSVanguard Mortgage-Backed Securities ETF | $25.0M |
ITWIllinois Tool Works Inc. | $24.7M |
VWOVanguard FTSE Emerging Markets ETF | $24.6M |
JECUSDJacobs Engineering Group Inc. | $24.6M |
KKRKKR & Co. Inc. | $24.4M |
DFACDimensional U.S. Core Equity 2 ETF | $23.8M |
8CWCrown Castle International Corp | $23.1M |
PRUPrudential Financial, Inc. | $22.8M |
WATWaters Corporation | $22.8M |
BNDXVanguard Total International Bond ETF | $22.8M |
BACBank of America Corp | $22.7M |
SCHOSchwab Short-Term US Treasury ETF | $22.5M |
SOSouthern Company | $22.4M |
VCITVanguard Intermediate-Term Corporate Bond ETF | $22.2M |
WFCWells Fargo & Company | $22.2M |
IBMInternational Business Machines Corporation | $22.1M |
IWViShares Russell 3000 ETF | $22.0M |
SPABSPDR Portfolio Aggregate Bond ETF | $21.8M |
PAYXPaychex, Inc. | $21.2M |
VVVanguard Large-Cap ETF | $21.1M |
NOCNorthrop Grumman Corporation | $20.8M |
AVLRUSDAvalara Inc | $20.8M |
TMUST-Mobile US, Inc. | $20.4M |
CERNCHFCerner Corporation | $20.3M |
FQIDigital Realty Trust, Inc. | $20.2M |
DONWisdomTree U.S. MidCap Dividend Fund | $19.9M |
OEFiShares S&P 100 ETF | $19.3M |
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF | $19.1M |
PFEPfizer Inc. | $19.0M |
GISGeneral Mills, Inc. | $18.9M |
ARESAres Management Corporation | $18.7M |
GQ9SPDR Gold Shares | $18.6M |
IWMiShares Russell 2000 ETF | $18.5M |
SCHDSchwab US Dividend Equity ETF | $18.5M |
VSSVanguard FTSE All-World ex-US Small-Cap ETF | $18.4M |
NFLXNetflix, Inc. | $18.2M |