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 |
|---|---|
GSKGlaxoSmithKline PLC ADR | $12.7M |
OKEONEOK Inc | $12.7M |
JPSTJPMorgan Ultra-Short Income ETF | $12.4M |
RJFRaymond James Financial Inc | $12.4M |
DEDeere & Co | $12.3M |
IWMiShares Russell 2000 | $12.2M |
NVDANVIDIA Corp | $12.2M |
ADBEAdobe Systems Inc | $12.2M |
AEPAmerican Electric Power Co Inc | $12.1M |
ULUnilever PLC ADR | $12.1M |
OBDCOWL ROCK CAPITAL ORD | $11.9M |
RELXRelx Plc American Depositary Shares | $11.9M |
XLFIConsumer Staples Select Sector SPDR ETF | $11.7M |
TMUST-Mobile US Inc | $11.7M |
EFAiShares MSCI EAFE | $11.4M |
MIC2EURMacquarie Infrastructure Corp | $11.4M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $11.4M |
CRMSalesforce.com Inc | $11.3M |
EPDEnterprise Products Partners LP | $11.2M |
CHKPCheck Point Software Technologies Ltd | $11.1M |
BSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF | $11.1M |
QQLVInvesco BulletShares 2023 HY Corp Bd ETF | $11.1M |
IEFiShares 7-10 Year Treasury Bond ETF | $11.0M |
LAMRLamar Advertising Co | $11.0M |
WABWestinghouse Air Brake Technologies Corp | $10.9M |
NEARiShares Short Maturity Bond ETF | $10.8M |
SPYGSPDR S&P 500 Growth | $10.8M |
SONYSony Corp | $10.7M |
IPACiShares Core MSCI Pacific ETF | $10.5M |
MCDMcDonald's Corp | $10.5M |
VOOVanguard 500 ETF | $10.4M |
ITBiShares US Home Construction | $10.4M |
BSJQInvesco BulletShares 2026 HY Corp Bd ETF | $10.4M |
CBChubb Ltd | $10.4M |
SCHPSchwab US TIPS ETF | $10.4M |
HDBHDFC Bank Ltd | $10.3M |
SPYVSPDR Portfolio S&P 500 Value ETF | $10.2M |
CHKEURChesapeake Energy Corp | $10.0M |
CAJPYCanon Inc | $9.9M |
EEMViShares Edge MSCI Min Vol Emerg Mkts ETF | $9.9M |
VEUVanguard FTSE All-World ex-US ETF | $9.9M |
WATWaters Corp | $9.9M |
AFLAflac Inc | $9.8M |
DONWisdomTree US MidCap Dividend ETF | $9.7M |
BSJPInvesco BulletShares 2025 HY Corp Bd ETF | $9.6M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $9.6M |
IHDGWisdomTree International Hedged Quality Dividend Growth ETF | $9.6M |
XLCCommunication Services Sel Sect SPDRETF | $9.6M |
IWBiShares Russell 1000 | $9.5M |
DVYEiShares Emerging Markets Dividend ETF | $9.4M |
ROPRoper Technologies Inc | $9.3M |
VXUSVanguard Total International Stock ETF | $9.3M |
CATCaterpillar Inc | $9.3M |
TTENTotal Sa | $9.3M |
NFLXNetflix Inc | $9.1M |
4I1Philip Morris International Inc | $9.1M |
AVLRUSDAvalara Inc | $8.9M |
NUVNuveen Municipal Value | $8.8M |
FFIVF5 Networks Inc | $8.8M |
NEENextEra Energy Inc | $8.6M |
VOVanguard Mid-Cap ETF | $8.5M |
GIB/ACGI Inc | $8.5M |
YUMYum Brands Inc | $8.5M |
PRUPrudential Financial Inc | $8.4M |
ICLRIcon PLC | $8.4M |
IWOiShares Russell 2000 Growth | $8.4M |
R6C2Royal Dutch Shell PLC | $8.3M |
CWBSPDR Blmbg Barclays Convert Secs ETF | $8.3M |
PFFiShares Preferred&Income Securities ETF | $8.2M |
BIPBrookfield Infrastructure Partners LP | $8.0M |
DALDelta Air Lines Inc | $7.9M |
COFCapital One Financial Corp | $7.9M |
CBSHCommerce Bancshares Inc | $7.8M |
VGKVanguard FTSE Europe ETF | $7.8M |
XPOXPO Logistics Inc | $7.7M |
TSLATesla Motors Inc | $7.7M |
HONHoneywell International Inc | $7.7M |
SMLVSPDR SSGA US Small Cap Low Volatil ETF | $7.6M |
AQLTiShares Select Dividend | $7.6M |
VAREURVarian Medical Systems Inc | $7.6M |
ISTBiShares Core 1-5 Year USD Bond ETF | $7.6M |
VWOBVanguard Emerging Mkts Govt Bd ETF | $7.5M |
SUBiShares Short-Term National Muni Bond | $7.2M |
SYFSynchrony Financial | $7.2M |
EEMiShares MSCI Emerging Markets | $7.2M |
LLYEli Lilly and Co | $7.2M |
SHViShares Short Treasury Bond | $7.2M |
MDUMDU Resources Group Inc | $7.1M |
BNDVanguard Total Bond Market ETF | $7.1M |
WBAWalgreen Boots Alliance Inc Com | $7.0M |
XLFFinancial Select Sector SPDR ETF | $7.0M |
AYAtlantica yield plc | $7.0M |
TFCTruist Finl Corp Com | $6.9M |
PHParker Hannifin Corp | $6.9M |
FISVFiserv Inc | $6.9M |
LVSLas Vegas Sands Corp | $6.9M |
WEPMagellan Midstream Partners LP | $6.8M |
JNKSPDR Blmbg Barclays High Yield Bd ETF | $6.8M |
PLDPrologis Inc | $6.7M |
SHYGiShares 0-5 Year High Yield Corp Bd ETF | $6.7M |