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 |
|---|---|
PNCPNC Financial Services Group Inc | $3.5M |
LHLaboratory Corp of America Holdings | $3.5M |
IYFIshares U S Financials Etf | $3.5M |
ERICTelefonaktiebolaget L M Ericsson | $3.5M |
IYCiShares US Consumer Services | $3.4M |
MDYSPDR S&P MidCap 400 ETF | $3.4M |
DGRWWisdomTree US Quality Dividend Gr ETF | $3.3M |
WPCW.P. Carey Inc | $3.3M |
SLBSchlumberger Ltd | $3.3M |
IWRiShares Russell Mid-Cap | $3.2M |
TPLUSDTexas Pacific Land Trust | $3.2M |
GSGoldman Sachs Group Inc | $3.2M |
CADEEURCadence Bancorp | $3.1M |
PHMPulteGroup Inc | $3.1M |
RSPInvesco S&P 500 Equal Weight ETF | $3.1M |
PYPLPayPal Holdings Inc | $3.1M |
BANXStoneCastle Financial Corp | $3.1M |
DONSPDR Dow Jones Industrial Average ETF | $3.1M |
IBDRiShares iBonds Dec 2026 Term Corp ETF | $3.0M |
ABAllianceBernstein Holding LP | $3.0M |
EQREquity Residential | $3.0M |
PSXPhillips 66 | $3.0M |
BTEBaytex Energy Corp Com | $3.0M |
WDIVSPDR S&P Global Dividend ETF | $3.0M |
BRK-BBerkshire Hathaway Inc A | $3.0M |
CFCF Industries Holdings Inc | $3.0M |
LPLALPL Financial Holdings Inc | $3.0M |
LOGILogitech International SA | $3.0M |
KMXCarMax Inc | $2.9M |
CSXCSX Corp | $2.9M |
ADPAutomatic Data Processing Inc | $2.9M |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | $2.9M |
SPLVInvesco S&P 500 Low Volatility ETF | $2.9M |
SLRCSolar Capital Ltd | $2.9M |
SRCLStericycle Inc | $2.9M |
AFWAlign Technology Inc | $2.9M |
EQIXEquinix Inc | $2.8M |
BSCKInvesco BulletShares 2020 Corp Bd ETF | $2.8M |
IBDSiShares iBonds Dec 2027 Term Corp ETF | $2.8M |
KIDSOrthoPediatrics Corp | $2.8M |
EWCiShares MSCI Canada | $2.8M |
T7DTransDigm Group Inc | $2.8M |
EMLCVanEck Vectors JP Morgan EM LC Bd ETF | $2.8M |
ORIOld Republic International Corp | $2.8M |
SGENEURSeattle Genetics Inc | $2.7M |
FNDASchwab Fundamental US Small Company ETF | $2.7M |
MGKVanguard Mega Cap Growth ETF | $2.7M |
DLNWisdomTree US LargeCap Dividend ETF | $2.7M |
ENBEnbridge Inc Com | $2.7M |
BPBP PLC ADR | $2.7M |
IBDTiShares iBonds Dec 2028 Term Corp ETF | $2.7M |
SCZiShares MSCI EAFE Small-Cap | $2.7M |
FBTFirst Trust NYSE Arca Biotech ETF | $2.6M |
FDXFedEx Corp | $2.6M |
IYJiShares US Industrials | $2.6M |
IBDUISHARES IBONDS DEC 2029 TERM ETF | $2.6M |
NXPNuveen Select TaxFree Income | $2.6M |
IWPiShares Russell Mid-Cap Growth ETF | $2.6M |
JPUSJPMorgan Diversified Return US Eq ETF | $2.6M |
SUISun Communities Inc | $2.6M |
ORealty Income Corp | $2.6M |
AREAlexandria Real Estate Equities Inc | $2.5M |
RDS/ARoyal Dutch Shell PLC | $2.5M |
DTDWisdomTree US Total Dividend ETF | $2.5M |
—LINE Corp | $2.5M |
APTVAptiv PLC | $2.4M |
AG8Agilent Technologies Inc | $2.4M |
ADSKAutodesk Inc | $2.4M |
DYHTarget Corp | $2.4M |
SPGIS&Pglobal Inc Com | $2.3M |
SMLFiShares Edge MSCI Mltfct USA SmCp ETF | $2.3M |
TRMBTrimble Inc | $2.3M |
ALSAllstate Corp | $2.3M |
TFISPDR Nuveen Blmbg Barclays Muni Bd ETF | $2.3M |
LRCXEURLam Research Corp | $2.3M |
VGTVanguard Information Technology ETF | $2.3M |
DOLWisdomTree International LargeCp Div ETF | $2.3M |
XLESelect Sector Spdr Trust Shs Ben Int Energy | $2.2M |
RSPHInvesco S&P 500 Equal Wt Hlth Care ETF | $2.2M |
TRVThe Travelers Companies Inc | $2.2M |
RSPSInvesco S&P 500 Eql Wt Cnsm Stapl ETF | $2.2M |
OMFOnemain Hldgs Inc | $2.1M |
SLYGSPDR S&P 600 Small Cap Growth ETF | $2.1M |
SPGSimon Property Group Inc | $2.1M |
IWSiShares Russell Mid-Cap Value ETF | $2.1M |
NSYNICE Ltd | $2.1M |
RSPUInvesco S&P 500 Equal Weight Utilts ETF | $2.1M |
—Nuveen Select TaxFree Income 2 | $2.1M |
ESLTElbit Systems Ltd | $2.1M |
XNEAXNuveen AMT-Free Quality Muni Inc | $2.1M |
USCRUS Concrete Inc | $2.1M |
NBISYandex NV | $2.1M |
CICigna Corp | $2.1M |
SCHCSchwab International Small-Cap Eq ETF | $2.1M |
—Nuveen Enhanced Muni Value | $2.0M |
GDXVanEck Vectors Gold Miners ETF | $2.0M |
ABEVAmbev SA | $2.0M |
VTHRVanguard Russell 3000 ETF | $2.0M |
WECWecenergy Group Inc | $2.0M |
XRSFXRiverNorth Marketplace Lending Corp | $2.0M |