UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$12.1B
Holdings
1,182
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (1,182 positions)
| Stock | Value |
|---|---|
QDFFlexShares Quality Dividend Etf | $402K |
TELTE Connectivity Ltd | $401K |
XHIEXMiller/Howard High Income Equity | $401K |
ESGUiShares ESG MSCI USA ETF | $400K |
FDRRFidelity Dividend ETF for Rising Rates | $400K |
HRLHormel Foods Corp | $399K |
TWTRUSDTwitter Inc | $398K |
HPHelmerich & Payne Inc | $398K |
OPLNKAR Auction Services Inc | $395K |
AYXEURAlteryx Inc - Class A | $395K |
FXLFirst Trust Technology AlphaDEX ETF | $392K |
GPCGenuine Parts Co | $389K |
FCVTFirst Trust SSI Strat Convert Secs ETF | $389K |
GENSymantec Corp | $386K |
FXUFirst Trust Utilities AlphaDEX ETF | $386K |
PMLPIMCO Municipal Income II | $386K |
TEAMAtlassian Corporation PLC | $384K |
ABXBarrick Gold Corp | $383K |
EIXEdison International | $383K |
PPAInvesco Aerospace & Defense ETF | $383K |
LUVSouthwest Airlines Co | $382K |
IYEiShares U.S. Energy ETF | $381K |
PLANUSDAnaplan Inc | $380K |
DLTRDollar Tree Inc | $377K |
PMBSPIMCO Investment Grade Corporate Bd ETF | $377K |
TDIVFirst Trust NASDAQ Technology Div ETF | $375K |
FSICUSDFS KKR Capital Corp | $370K |
PEBPebblebrook Hotel Trust | $369K |
MTDMettler-Toledo International Inc | $369K |
—Spirit of Texas Bancshares Inc | $368K |
CHDChurch & Dwight Co Inc | $367K |
RHPRyman Hospitality Properties Inc | $365K |
RPGInvesco S&P 500 Pure Growth ETF | $364K |
GALSPDR SSgA Global Allocation ETF | $362K |
KSSKohl's Corp | $362K |
VSGXVanguard ESG International Stock ETF | $362K |
FXRFirst Trust Indtls/PrdcrDurbAlphaDEXETF | $360K |
IXNiShares Global Tech ETF | $359K |
RPVInvesco S&P 500 Pure Value ETF | $358K |
FXNCFirst National Corp | $357K |
YYY*Amplify High Income ETF | $353K |
EXIiShares Global Industrials ETF | $353K |
IQVIqvia Hldgs Inc | $352K |
MRSHMarsh & Mclennan Companies Inc | $352K |
RFGInvesco S&P MidCap 400 Pure Growth ETF | $352K |
XSLVInvesco S&P SmallCap Low Volatility ETF | $351K |
SPYXSPDR S&P 500 Fossil Fuel Rsrv Free ETF | $351K |
HYLSFirst Trust Tactical High Yield ETF | $350K |
TDTTFlexShares iBoxx 3Yr Target Dur TIPS ETF | $349K |
SRLNSPDR Blackstone / GSO Senior Loan ETF | $347K |
MCXMcCormick & Co Inc Non-Voting | $347K |
A4SAmeriprise Financial Inc | $346K |
EMQQEMQQ Emerging Markets Intrnt & Ecmrc ETF | $344K |
QEFASPDR MSCI EAFE StrategicFactors ETF | $343K |
MUMicron Technology Inc | $339K |
PDPInvesco DWA Momentum ETF | $338K |
ROICUSDRetail Opportunity Investments Corp | $336K |
ALRMAlarm.com Holdings Inc | $332K |
IEPIcahn Enterprises LP | $330K |
AUBAtlantic Union Bankshares Corp | $329K |
UALUnited Continental Holdings Inc | $326K |
IYTiShares Transportation Average | $325K |
XJQCXNuveen Credit Strategies Income | $321K |
VVRInvesco Senior Income Trust | $320K |
MTNVail Resorts Inc | $315K |
TDTFFlexShares iBoxx 5Yr Target Dur TIPS ETF | $314K |
DHSWisdomTree US High Dividend ETF | $313K |
CDNSCadence Design Systems Inc | $312K |
KBAKraneShares Bosera MSCI China A ETF | $311K |
NZACSPDR MSCI ACWI Low Carbon Target ETF | $310K |
IDV*iShares International Select Dividend | $308K |
FDO.FMacy's Inc | $307K |
EXPEExpedia Inc | $304K |
EBNDSPDR Blmbg Barclays Em Mkts Lcl Bd ETF | $304K |
VEEVVeeva Systems Inc | $303K |
SNASnap-on Inc | $302K |
NXPINXP Semiconductors NV | $301K |
MCHIiShares MSCI China ETF | $299K |
—Broadmark Realty Capital Ord | $299K |
TGNATegna Inc | $298K |
CMSCMS Energy Corp | $298K |
PHOInvesco Water Resources ETF | $297K |
CLFDClearfield Inc | $296K |
AWCAmerican Water Works Co Inc | $295K |
LULULululemon Athletica Inc | $294K |
FNFFidelity National Financial Inc | $291K |
NPFINuveen Pref & Income Securities Fund | $291K |
EWJiShares MSCI Japan | $290K |
LITELumentum Holdings Inc | $287K |
SWKStanley Black & Decker Inc | $287K |
WTPIWisdomTree CBOE S&P500 PutWriteStrat ETF | $287K |
JCIJohnson Controls International PLC | $285K |
SMHVanEck Vectors Semiconductor ETF | $281K |
RFDIFirst Trust RiverFront Dyn Dev Intl ETF | $280K |
IGAVoya Global Advantage and Premium Opp | $279K |
ADXAdams Diversified Equity Fund | $278K |
MOATVanEck Vectors Morningstar Wide Moat ETF | $278K |
SIVBEURSVB Financial Group | $277K |
XLGIXLazard Glb Total Return & Income | $276K |
MTBM&T Bank Corp | $274K |