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 |
|---|---|
ETNEATON CORP. PLC | $6.3M |
KAMOTORTOISE NORTH AMERICAN PIPELINE FUND | $6.2M |
XYLXYLEM INC. | $6.1M |
VALEVALE S.A. SPONSORED ADR | $6.1M |
WMBWILLIAMS COMPANIES, INC. | $6.1M |
DOWDOW, INC. | $6.0M |
OBDCOWL ROCK CAPITAL CORPORATION | $6.0M |
TDIVFIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $5.9M |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $5.8M |
GSGOLDMAN SACHS GROUP, INC. | $5.8M |
CFGCITIZENS FINANCIAL GROUP, INC. | $5.7M |
AVTRAVANTOR, INC. | $5.6M |
DFUSDIMENSIONAL U.S. EQUITY ETF | $5.6M |
IYCISHARES U.S. CONSUMER DISCRETIONARY ETF | $5.5M |
IYKISHARES U.S. CONSUMER STAPLES ETF | $5.5M |
VTVANGUARD TOTAL WORLD STOCK ETF | $5.4M |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $5.4M |
REETISHARES GLOBAL REIT ETF | $5.3M |
IWPISHARES RUSSELL MID-CAP GROWTH ETF | $5.0M |
—AMPIO PHARMACEUTICALS, INC. | $5.0M |
PSXPHILLIPS 66 | $4.9M |
EEMISHARES MSCI EMERGING MARKETS ETF | $4.9M |
CMGCHIPOTLE MEXICAN GRILL, INC. | $4.9M |
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $4.9M |
ESGUISHARES ESG AWARE MSCI USA ETF | $4.9M |
INTAINTAPP, INC. | $4.8M |
CSXCSX CORPORATION | $4.8M |
KMBKIMBERLY-CLARK CORPORATION | $4.7M |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $4.7M |
ISTBISHARES CORE 1-5 YEAR USD BOND ETF | $4.7M |
ECLECOLAB INC. | $4.6M |
ABNBAIRBNB, INC. CLASS A | $4.6M |
SCHMSCHWAB U.S. MID-CAP ETF | $4.6M |
PNCPNC FINANCIAL SERVICES GROUP, INC. | $4.5M |
NEARBLACKROCK SHORT MATURITY BOND ETF | $4.5M |
VPUVANGUARD UTILITIES ETF | $4.5M |
CWISPDR MSCI ACWI EX-US ETF | $4.5M |
CMFISHARES CALIFORNIA MUNI BOND ETF | $4.5M |
VOEVANGUARD MID-CAP VALUE ETF | $4.5M |
SPGSIMON PROPERTY GROUP, INC. | $4.4M |
LNTALLIANT ENERGY CORP | $4.4M |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $4.4M |
GOODGLADSTONE COMMERCIAL CORPORATION | $4.3M |
AZOAUTOZONE, INC. | $4.3M |
DUKDUKE ENERGY CORPORATION | $4.3M |
IAUISHARES IBONDS DEC 2023 TERM CORPORATE ETF | $4.3M |
MGVVANGUARD MEGA CAP VALUE ETF | $4.3M |
PNFPPINNACLE FINANCIAL PARTNERS, INC. | $4.3M |
RSPINVESCO S&P 500 EQUAL WEIGHT ETF | $4.3M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $4.2M |
4I1PHILIP MORRIS INTERNATIONAL INC. | $4.2M |
IBDPISHARES IBONDS DEC 2024 TERM CORPORATE ETF | $4.1M |
LOGILOGITECH INTERNATIONAL S.A. | $4.1M |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $4.1M |
BRK-BBERKSHIRE HATHAWAY INC. CLASS A | $4.1M |
SHELSHELL PLC SPONSORED ADR | $4.0M |
JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | $4.0M |
AMDADVANCED MICRO DEVICES, INC. | $4.0M |
SSENTINELONE, INC. CLASS A | $4.0M |
—AUDACY, INC. CLASS A | $4.0M |
NTRSNORTHERN TRUST CORPORATION | $4.0M |
LHLABORATORY CORPORATION OF AMERICA HOLDINGS | $4.0M |
ABALLIANCEBERNSTEIN HOLDING L.P. | $3.9M |
FLOTISHARES FLOATING RATE BOND ETF | $3.9M |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $3.9M |
DOCSDOXIMITY, INC. CLASS A | $3.9M |
BNDVANGUARD TOTAL BOND MARKET ETF | $3.8M |
UBERUBER TECHNOLOGIES, INC. | $3.8M |
CRWDCROWDSTRIKE HOLDINGS, INC. CLASS A | $3.8M |
AQLTISHARES IBONDS DEC 2023 TERM MUNI BOND ETF | $3.8M |
EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $3.8M |
TRMBTRIMBLE INC. | $3.8M |
EFGISHARES MSCI EAFE GROWTH ETF | $3.7M |
XLUUTILITIES SELECT SECTOR SPDR FUND | $3.7M |
AQLTISHARES IBONDS DEC 2024 TERM MUNI BOND ETF | $3.7M |
—ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF | $3.7M |
KHCKRAFT HEINZ COMPANY | $3.7M |
IBMOISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $3.6M |
ATVIEURACTIVISION BLIZZARD, INC. | $3.6M |
IWRISHARES RUSSELL MIDCAP ETF | $3.6M |
IAUISHARES IBONDS DEC 2022 TERM CORPORATE ETF | $3.6M |
APTVAPTIV PLC | $3.6M |
AFWALIGN TECHNOLOGY, INC. | $3.6M |
IAUISHARES IBONDS DEC 2025 TERM MUNI BOND ETF | $3.6M |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $3.5M |
TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | $3.5M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $3.5M |
WBAWALGREENS BOOTS ALLIANCE, INC. | $3.5M |
DDDUPONT DE NEMOURS, INC. | $3.5M |
FDXFEDEX CORPORATION | $3.5M |
IYJISHARES U.S. INDUSTRIALS ETF | $3.5M |
TRVCCITIGROUP INC. | $3.5M |
TEAMATLASSIAN CORP CLASS A | $3.5M |
MPCMARATHON PETROLEUM CORPORATION | $3.4M |
INTZINTRUSION INC. | $3.4M |
IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | $3.3M |
VOTVANGUARD MID-CAP GROWTH ETF | $3.3M |
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | $3.2M |
CMCSACOMCAST CORPORATION CLASS A | $3.2M |
NXPNUVEEN SELECT TAX-FREE INCOME PORTFOLIO | $3.2M |