UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$16.9B
Holdings
1,083
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (1,083 positions)
| Stock | Value |
|---|---|
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF | $14.4M |
IWMISHARES RUSSELL 2000 ETF | $14.3M |
COPCONOCOPHILLIPS | $14.3M |
SPABSPDR PORTFOLIO AGGREGATE BOND ETF | $14.1M |
QQLVINVESCO BULLETSHARES 2023 HIGH YIELD CORPORATE BOND ETF | $14.0M |
OEFISHARES S&P 100 ETF | $13.6M |
ELESTEE LAUDER COMPANIES INC. CLASS A | $13.4M |
PHPARKER-HANNIFIN CORPORATION | $13.3M |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $13.1M |
TFCTRUIST FINANCIAL CORPORATION | $13.1M |
FNFFIDELITY NATIONAL FINANCIAL, INC. - FNF GROUP | $13.0M |
DHID.R. HORTON, INC. | $12.9M |
XPOXPO LOGISTICS, INC. | $12.3M |
MCDMCDONALD'S CORPORATION | $12.2M |
WABWESTINGHOUSE AIR BRAKE TECHNOLOGIES CORPORATION | $12.2M |
AYATLANTICA SUSTAINABLE INFRASTRUCTURE PLC | $12.1M |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $11.9M |
DVYEISHARES EMERGING MARKETS DIVIDEND ETF | $11.9M |
XLEENERGY SELECT SECTOR SPDR FUND | $11.8M |
EFAISHARES MSCI EAFE ETF | $11.8M |
VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $11.6M |
DEODIAGEO PLC SPONSORED ADR | $11.5M |
IYHISHARES U.S. HEALTHCARE ETF | $11.4M |
CLCOLGATE-PALMOLIVE COMPANY | $11.3M |
FFIVF5, INC. | $11.2M |
VIGVANGUARD DIVIDEND APPRECIATION ETF | $11.1M |
MMM3M COMPANY | $10.9M |
VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $10.9M |
AVLRUSDAVALARA INC | $10.9M |
ASMLASML HOLDING NV ADR | $10.7M |
HDBHDFC BANK LIMITED SPONSORED ADR | $10.7M |
GSKGSK PLC SPONSORED ADR | $10.6M |
ZTSZOETIS, INC. CLASS A | $10.6M |
IRMIRON MOUNTAIN, INC. | $10.5M |
VOVANGUARD MID-CAP ETF | $10.4M |
XLKTECHNOLOGY SELECT SECTOR SPDR FUND | $10.4M |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $10.3M |
NWLNEWELL BRANDS INC | $10.2M |
COFCAPITAL ONE FINANCIAL CORP | $10.1M |
BIPBROOKFIELD INFRASTRUCTURE PARTNERS L.P. | $10.0M |
BABOEING COMPANY | $9.8M |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $9.8M |
NVSNNOVARTIS AG SPONSORED ADR | $9.8M |
IWBISHARES RUSSELL 1000 ETF | $9.7M |
OTISOTIS WORLDWIDE CORPORATION | $9.6M |
AIGAMERICAN INTERNATIONAL GROUP, INC. | $9.6M |
KMIKINDER MORGAN INC CLASS P | $9.5M |
HONHONEYWELL INTERNATIONAL INC. | $9.4M |
TAPMOLSON COORS BEVERAGE COMPANY CLASS B | $9.3M |
YUMYUM! BRANDS, INC. | $9.3M |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $9.3M |
BAMBROOKFIELD ASSET MANAGEMENT INC. CLASS A | $9.3M |
CHKPCHECK POINT SOFTWARE TECHNOLOGIES LTD. | $9.3M |
GXOGXO LOGISTICS INC | $9.1M |
IHDGWISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $9.0M |
COHRCOHERENT CORP. | $8.9M |
BKNGBOOKING HOLDINGS INC. | $8.9M |
IPACISHARES CORE MSCI PACIFIC ETF | $8.7M |
BXBLACKSTONE INC. | $8.3M |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $8.3M |
RYROYAL BANK OF CANADA | $8.2M |
SLBSLB | $8.2M |
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $8.0M |
—TYME TECHNOLOGIES, INC. | $8.0M |
CBCHUBB LIMITED | $8.0M |
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $7.9M |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $7.9M |
TAT&T INC. | $7.8M |
IWOISHARES RUSSELL 2000 GROWTH ETF | $7.8M |
SHWSHERWIN-WILLIAMS COMPANY | $7.8M |
SCHESCHWAB EMERGING MARKETS EQUITY ETF | $7.7M |
RELXRELX PLC SPONSORED ADR | $7.7M |
SCHOSCHWAB SHORT-TERM US TREASURY ETF | $7.6M |
MARMARRIOTT INTERNATIONAL, INC. CLASS A | $7.5M |
GIB/ACGI INC. CLASS A | $7.5M |
ICLRICON PLC | $7.4M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $7.4M |
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF | $7.3M |
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | $7.3M |
IYFISHARES U.S. FINANCIALS ETF | $7.3M |
SHVISHARES SHORT TREASURY BOND ETF | $7.3M |
FERGFERGUSON PLC | $7.1M |
TJXTJX COMPANIES INC | $7.1M |
CNCCENTENE CORPORATION | $7.0M |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $7.0M |
MSCIMSCI INC. CLASS A | $7.0M |
PBRPETROLEO BRASILEIRO SA SPONSORED ADR | $6.9M |
JACKJACK IN THE BOX INC. | $6.7M |
LRCXEURLAM RESEARCH CORPORATION | $6.7M |
LHXL3HARRIS TECHNOLOGIES INC | $6.7M |
AESAES CORPORATION | $6.6M |
NUVNUVEEN MUNICIPAL VALUE FUND INC | $6.6M |
TMTOYOTA MOTOR CORP. SPONSORED ADR | $6.5M |
APDAIR PRODUCTS AND CHEMICALS, INC. | $6.5M |
SMLFISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF | $6.5M |
PLDPROLOGIS, INC. | $6.5M |
RIORIO TINTO PLC SPONSORED ADR | $6.5M |
TIPISHARES TIPS BOND ETF | $6.5M |
AQLTISHARES SELECT DIVIDEND ETF | $6.4M |
WEPMAGELLAN MIDSTREAM PARTNERS, L.P. | $6.3M |