UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$16.9T
Holdings
1,083
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (1,083 positions)
| Stock | Value |
|---|---|
TSLATESLA INC | $33.6M |
NDAQNASDAQ, INC. | $33.6M |
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $33.5M |
AVGOBROADCOM INC. | $33.3M |
IFFINTERNATIONAL FLAVORS & FRAGRANCES INC. | $33.3M |
JKHYJACK HENRY & ASSOCIATES, INC. | $33.0M |
TXNTEXAS INSTRUMENTS INCORPORATED | $32.7M |
BLKCHFBLACKROCK, INC. | $32.1M |
IVEISHARES S&P 500 VALUE ETF | $32.0M |
VBVANGUARD SMALL-CAP ETF | $32.0M |
TSCOTRACTOR SUPPLY COMPANY | $31.8M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $31.6M |
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $31.2M |
AMGNAMGEN INC. | $31.2M |
AMTAMERICAN TOWER CORPORATION | $30.6M |
SYKSTRYKER CORPORATION | $30.2M |
UPSUNITED PARCEL SERVICE, INC. CLASS B | $29.4M |
INTUINTUIT INC. | $29.3M |
SCHZSCHWAB US AGGREGATE BOND ETF | $28.9M |
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND | $28.7M |
NOCNORTHROP GRUMMAN CORP. | $28.3M |
TMOTHERMO FISHER SCIENTIFIC INC. | $28.3M |
SPMBSPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $27.9M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $27.9M |
METAMETA PLATFORMS INC. CLASS A | $27.8M |
CATCATERPILLAR INC. | $27.6M |
OKEONEOK, INC. | $27.2M |
ISRGINTUITIVE SURGICAL, INC. | $26.9M |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $26.8M |
FDNFIRST TRUST DOW JONES INTERNET INDEX FUND | $26.6M |
NVDANVIDIA CORPORATION | $26.4M |
PEYINVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | $25.9M |
STESTERIS PLC | $25.6M |
GISGENERAL MILLS, INC. | $25.0M |
IYWISHARES U.S. TECHNOLOGY ETF | $24.8M |
IWDISHARES RUSSELL 1000 VALUE ETF | $24.6M |
SOSOUTHERN COMPANY | $24.5M |
POOLPOOL CORPORATION | $24.2M |
IEIISHARES 3-7 YEAR TREASURY BOND ETF | $24.0M |
ACWIISHARES MSCI ACWI ETF | $23.8M |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $23.4M |
DEDEERE & COMPANY | $23.4M |
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. | $23.2M |
EMREMERSON ELECTRIC CO. | $23.1M |
VPLVANGUARD FTSE PACIFIC ETF | $22.9M |
PWBINVESCO DYNAMIC LARGE CAP GROWTH ETF | $21.9M |
PAYXPAYCHEX, INC. | $21.9M |
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF | $21.8M |
PXDEURPIONEER NATURAL RESOURCES COMPANY | $21.7M |
SPEMSPDR PORTFOLIO EMERGING MARKETS ETF | $21.7M |
TMUST-MOBILE US, INC. | $21.7M |
PCARPACCAR INC | $21.5M |
CPRTCOPART, INC. | $21.4M |
BSJM1EURINVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF | $21.0M |
ITWILLINOIS TOOL WORKS INC. | $20.6M |
AXPAMERICAN EXPRESS COMPANY | $20.5M |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $20.4M |
TPLTEXAS PACIFIC LAND CORPORATION | $20.1M |
MINTPIMCO ENHANCED SHORT MATURITY ACTIVE ETF | $20.0M |
8CWCROWN CASTLE INC. | $19.8M |
KKRKKR & CO INC | $19.8M |
PRUPRUDENTIAL FINANCIAL, INC. | $19.7M |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $19.6M |
JJACOBS SOLUTIONS INC. | $19.5M |
INTCINTEL CORPORATION | $19.5M |
SOXXISHARES SEMICONDUCTOR ETF | $19.5M |
IEURISHARES CORE MSCI EUROPE ETF | $19.4M |
FTSLFIRST TRUST SENIOR LOAN FUND | $19.2M |
LAMRLAMAR ADVERTISING COMPANY CLASS A | $19.1M |
MDLZMONDELEZ INTERNATIONAL, INC. CLASS A | $19.0M |
CRMSALESFORCE, INC. | $19.0M |
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF | $18.6M |
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION | $18.6M |
IUSVISHARES CORE S&P US VALUE ETF | $18.4M |
VVVANGUARD LARGE-CAP ETF | $18.2M |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $18.1M |
AFLAFLAC INCORPORATED | $17.9M |
KOCOCA-COLA COMPANY | $17.7M |
TTECTTEC HOLDINGS, INC. | $17.7M |
WATWATERS CORPORATION | $17.7M |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $16.5M |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $16.5M |
EPDENTERPRISE PRODUCTS PARTNERS L.P. | $16.4M |
BALLBALL CORPORATION | $16.4M |
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO., LTD. SPONSORED ADR | $16.3M |
GQ9SPDR GOLD SHARES | $15.7M |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $15.7M |
WFCWELLS FARGO & COMPANY | $15.7M |
IWVISHARES RUSSELL 3000 ETF | $15.6M |
ROPROPER TECHNOLOGIES, INC. | $15.5M |
EOGEOG RESOURCES, INC. | $15.5M |
LLYELI LILLY AND COMPANY | $15.3M |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $15.1M |
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | $15.1M |
XLFFINANCIAL SELECT SECTOR SPDR FUND | $15.0M |
FQIDIGITAL REALTY TRUST, INC. | $15.0M |
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $14.8M |
SDOGALPS SECTOR DIVIDEND DOGS ETF | $14.7M |
BACBANK OF AMERICA CORP | $14.6M |
LMTLOCKHEED MARTIN CORPORATION | $14.5M |