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 |
|---|---|
GOODGladstone Commercial Corp | $6.7M |
EWEdwards Lifesciences Corp | $6.6M |
EWLiShares MSCI Switzerland ETF | $6.4M |
—iShares iBonds Dec 2021 Term Corp ETF | $6.4M |
NOWServiceNow Inc | $6.4M |
HBANHuntington Bancshares Inc | $6.4M |
ECLEcolab Inc | $6.3M |
IYHiShares U.S. Healthcare ETF | $6.3M |
DOWDow Inc | $6.3M |
TRVCCitigroup Inc | $6.2M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $6.2M |
KMBKimberly-Clark Corp | $6.2M |
SHMSPDR Nuveen Blmbg Barclays ST MunBd ETF | $6.1M |
GMOLQGeneral Moly Inc | $6.0M |
GEGeneral Electric Co | $6.0M |
MPCMarathon Petroleum Corp | $5.9M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $5.8M |
STIPiShares 0-5 Year TIPS Bond ETF | $5.8M |
FLT1EURFleetcor Technologies Inc | $5.8M |
ILMNIllumina Inc | $5.7M |
IEIiShares 3-7 Year Treasury Bond ETF | $5.6M |
HUMHumana Inc | $5.6M |
DUKDuke Energy Corp | $5.6M |
IRMIron Mountain Inc | $5.6M |
SCHDSchwab US Dividend Equity ETF | $5.5M |
BXBlackstone Group LP | $5.4M |
TROWT. Rowe Price Group Inc | $5.4M |
GLPGGalapagos NV | $5.4M |
EWUiShares MSCI United Kingdom | $5.3M |
SPLKCHFSplunk Inc | $5.3M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $5.2M |
XYLXylem Inc | $5.2M |
MOAltria Group Inc | $5.2M |
REETiShares Global REIT ETF | $5.2M |
APDAir Products & Chemicals Inc | $5.2M |
RYRoyal Bank of Canada | $5.2M |
IDXXIDEXX Laboratories Inc | $5.2M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $5.2M |
CWISPDR MSCI ACWI ex-US ETF | $5.1M |
AIGAmerican International Group Inc | $5.1M |
—iShares iBonds Dec 2020 Term Corporate | $5.1M |
VYMVanguard High Dividend Yield ETF | $5.1M |
BXMTBlackstone Mortgage Trust Inc A | $5.0M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $5.0M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $5.0M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $5.0M |
TMToyota Motor Corporation Ads | $4.9M |
MTUMiShares Edge MSCI USA Momentum Fctr ETF | $4.9M |
MSCIMSCI Inc | $4.9M |
VRTXVertex Pharmaceuticals Inc | $4.9M |
ACWViShares Edge MSCI Min Vol Global | $4.8M |
MARMarriott International Inc | $4.8M |
FDSFactSet Research Systems Inc | $4.8M |
IJKiShares S&P Mid-Cap 400 Growth | $4.7M |
RSPTInvesco S&P 500 Equal Weight Tech ETF | $4.6M |
WMBWilliams Companies Inc | $4.6M |
PHGRoyal Philips NV ADR | $4.6M |
VNOVornado Realty Trust | $4.6M |
XLIIndustrial Select Sector SPDR ETF | $4.5M |
DDominion Resources Inc | $4.5M |
DPZDomino's Pizza Inc | $4.5M |
WDCWestern Digital Corp | $4.4M |
RTN1USDRaytheon Co | $4.4M |
VTVanguard Total World Stock ETF | $4.4M |
DDDuPont de Nemours Inc | $4.3M |
MPTMedical Properties Trust Inc | $4.3M |
FTNTFortinet Inc | $4.3M |
LHXL3Harris Technologies Inc | $4.3M |
LYBLyondellBasell Industries NV | $4.3M |
AMATApplied Materials Inc | $4.3M |
GBDCGolub Capital BDC Inc | $4.2M |
VLOValero Energy Corp | $4.2M |
CHTRCharter Communications Inc | $4.2M |
NTRSNorthern Trust Corp | $4.2M |
CMCSAComcast Corp Class A | $4.1M |
CVNACarvana Co | $4.1M |
KEYSKeysight Technologies Inc | $4.1M |
AKAMAkamai Technologies Inc | $4.1M |
RACEFerrari NV | $4.1M |
COPConocoPhillips | $3.9M |
SYKStryker Corp | $3.9M |
SCHWCharles Schwab Corp | $3.9M |
BSCLInvesco BulletShares 2021 Corp Bd ETF | $3.9M |
AWMSkyworks Solutions Inc | $3.9M |
PGXInvesco Preferred ETF | $3.9M |
ABGAmerisourceBergen Corp | $3.9M |
BONDPIMCO Active Bond ETF | $3.8M |
NMI1EURKirkland Lake Gold Ltd | $3.8M |
YUMCYum China Hldgs Inc Com | $3.8M |
NVSNNovartis Ag | $3.7M |
MGVVanguard Mega Cap Value ETF | $3.7M |
ALCAlcon Inc Ord Shs | $3.7M |
PAYXPaychex Inc | $3.7M |
DEMWisdomTree Emerging Markets High Div ETF | $3.7M |
TJXTJX Companies Inc | $3.6M |
BCEBce Inc Com New | $3.6M |
IDEViShares Core MSCI Intl Dev Mkts ETF | $3.6M |
VXFVanguard Extended Market ETF | $3.6M |
USBUS Bancorp | $3.5M |
IBDQiShares iBonds Dec 2025 Term Corp ETF | $3.5M |