UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2022 Filing
Filed February 15, 2023
Portfolio Value
$17.8B
Holdings
1,033
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (1,033 positions)
| Stock | Value |
|---|---|
IWMiShares Russell 2000 ETF | $13.0M |
FNFFidelity National Financial, Inc. - FNF Group | $13.0M |
TSLATesla Inc | $13.0M |
XLKTechnology Select Sector SPDR Fund | $13.0M |
MCDMcDonald's Corporation | $13.0M |
XLEEnergy Select Sector SPDR Fund | $13.0M |
BNDXVanguard Total International Bond ETF | $13.0M |
VYMVanguard High Dividend Yield Index ETF | $13.0M |
BSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF | $13.0M |
TFCTruist Financial Corporation | $13.0M |
GSKGSK plc Sponsored ADR | $13.0M |
HDBHDFC Bank Limited Sponsored ADR | $12.0M |
IYHiShares U.S. Healthcare ETF | $12.0M |
CRMSalesforce, Inc. | $12.0M |
SPABSPDR Portfolio Aggregate Bond ETF | $12.0M |
DVYEiShares Emerging Markets Dividend ETF | $12.0M |
HONHoneywell International Inc. | $12.0M |
IAGGiShares Core International Aggregate Bond ETF | $12.0M |
TJXTJX Companies Inc | $12.0M |
VEUVanguard FTSE All-World ex-US Index Fund | $12.0M |
SLBSchlumberger NV | $12.0M |
CLColgate-Palmolive Company | $12.0M |
DRNEEURCOMSovereign Holding Corp. | $11.0M |
VIGVanguard Dividend Appreciation ETF | $11.0M |
YUMYum! Brands, Inc. | $11.0M |
OTISOtis Worldwide Corporation | $11.0M |
VCITVanguard Intermediate-Term Corporate Bond ETF | $11.0M |
NVSNNovartis AG Sponsored ADR | $11.0M |
IRMIron Mountain, Inc. | $11.0M |
ELEstee Lauder Companies Inc. Class A | $11.0M |
DEODiageo plc Sponsored ADR | $11.0M |
VSSVanguard FTSE All-World ex-US Small-Cap ETF | $10.0M |
IEFiShares 7-10 Year Treasury Bond ETF | $10.0M |
FFIVF5, Inc. | $10.0M |
EFAiShares MSCI EAFE ETF | $10.0M |
KMIKinder Morgan Inc Class P | $10.0M |
SHViShares Short Treasury Bond ETF | $10.0M |
MMM3M Company | $10.0M |
TAPMolson Coors Beverage Company Class B | $9.0M |
DFUVDimensional US Marketwide Value ETF | $9.0M |
SGOViShares 0-3 Month Treasury Bond ETF | $9.0M |
VOVanguard Mid-Cap ETF | $9.0M |
TAT&T Inc. | $9.0M |
INTCIntel Corporation | $9.0M |
NWLNewell Brands Inc | $9.0M |
SHWSherwin-Williams Company | $9.0M |
IWBiShares Russell 1000 ETF | $9.0M |
XLIIndustrial Select Sector SPDR Fund | $9.0M |
APDAir Products and Chemicals, Inc. | $8.0M |
MARMarriott International, Inc. Class A | $8.0M |
IPACiShares Core MSCI Pacific ETF | $8.0M |
VGSHVanguard Short-Term Treasury ETF | $8.0M |
FERGFerguson Plc | $8.0M |
RYRoyal Bank of Canada | $8.0M |
IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $8.0M |
GIB/ACGI Inc. Class A | $8.0M |
SUBiShares Short-Term National Muni Bond ETF | $8.0M |
SPYVSPDR Portfolio S&P 500 Value ETF | $8.0M |
SPDWSPDR Portfolio Developed World ex-US ETF | $8.0M |
BIPBrookfield Infrastructure Partners L.P. | $8.0M |
AQLTiShares Select Dividend ETF | $8.0M |
XPOXPO, Inc. | $8.0M |
RELXRELX PLC Sponsored ADR | $8.0M |
AYAtlantica Sustainable Infrastructure plc | $8.0M |
RIORio Tinto plc Sponsored ADR | $8.0M |
IYFiShares U.S. Financials ETF | $8.0M |
XLCCommunication Services Select Sector SPDR Fund | $8.0M |
COFCapital One Financial Corp | $8.0M |
VTEBVanguard Tax-Exempt Bond ETF | $8.0M |
ZTSZoetis, Inc. Class A | $8.0M |
CMFiShares California Muni Bond ETF | $7.0M |
MSCIMSCI Inc. Class A | $7.0M |
IWOiShares Russell 2000 Growth ETF | $7.0M |
SPYGSPDR Portfolio S&P 500 Growth ETF | $7.0M |
GXOGXO Logistics Inc | $7.0M |
VALEVale S.A. Sponsored ADR | $7.0M |
PLDPrologis, Inc. | $7.0M |
AESAES Corporation | $7.0M |
XYLXylem Inc. | $7.0M |
BXBlackstone Inc. | $7.0M |
ETNEaton Corp. Plc | $7.0M |
PSXPhillips 66 | $7.0M |
SMLFiShares MSCI USA Small-Cap Multifactor ETF | $7.0M |
WMBWilliams Companies, Inc. | $6.0M |
SCHOSchwab Short-Term US Treasury ETF | $6.0M |
IYKiShares U.S. Consumer Staples ETF | $6.0M |
VTVanguard Total World Stock ETF | $6.0M |
LRCXEURLam Research Corporation | $6.0M |
WEPMagellan Midstream Partners, L.P. | $6.0M |
TMToyota Motor Corp. Sponsored ADR | $6.0M |
EFAViShares MSCI EAFE Min Vol Factor ETF | $6.0M |
DOWDow, Inc. | $6.0M |
OBDCOwl Rock Capital Corporation | $6.0M |
KAMOTortoise North American Pipeline Fund | $6.0M |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $6.0M |
INTAIntapp, Inc. | $6.0M |
TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $6.0M |
NUVNuveen Municipal Value Fund Inc | $6.0M |
AKBAAkebia Therapeutics, Inc. | $5.0M |
DGRWWisdomTree US Quality Dividend Growth Fund | $5.0M |