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)

StockValue
CONECyrusOne Inc
$2.0M
XELXcel Energy Inc
$2.0M
AZOAutoZone Inc
$2.0M
XMLVInvesco S&P MidCap Low Volatility ETF
$2.0M
LVLNSPDR S&P Regional Banking ETF
$2.0M
NADNuveen Quality Muni Income Fund
$2.0M
7HPHP Inc
$1.9M
STNGScorpio Tankers Inc
$1.9M
PXDEURPioneer Natural Resources Co
$1.9M
ELVAnthem Inc
$1.9M
VRSNVeriSign Inc
$1.9M
PGFInvesco Financial Preferred ETF
$1.9M
VGSHVanguard Short-Term Treasury ETF
$1.9M
SLYVSPDR S&P 600 Small Cap Value ETF
$1.9M
XYZSquare Inc
$1.9M
MTDRMatador Resources Co
$1.9M
EOGEOG Resources Inc
$1.8M
WMWaste Management Inc
$1.8M
IDXXIDEXX Laboratories Inc
$1.8M
IYY*iShares Dow Jones US ETF
$1.8M
UBSIUnited Bankshares Inc
$1.8M
EFGiShares MSCI EAFE Growth ETF
$1.8M
MCHPMicrochip Technology Inc
$1.8M
RSPNInvesco S&P 500 Equal Wt Indls ETF
$1.8M
WNSNWNS (Holdings) Ltd
$1.8M
EDConsolidated Edison Inc
$1.8M
AERAerCap Holdings NV
$1.8M
INTUIntuit Inc
$1.8M
RFRegions Financial Corp
$1.7M
IBBiShares Nasdaq Biotechnology
$1.7M
ZBHZimmer Biomet Holdings Inc
$1.7M
VPUVanguard Utilities ETF
$1.7M
INVHInvitation Homes Inc
$1.7M
SRESempra Energy
$1.7M
BSCMUSDInvesco BulletShares 2022 Corp Bd ETF
$1.7M
ADIAnalog Devices Inc
$1.7M
PGRProgressive Corp
$1.7M
HTHHilltop Holdings Inc
$1.7M
CTVACorteva Inc com
$1.7M
VIGIVanguard Intl Div Apprec ETF
$1.7M
ARCCAres Capital Corp
$1.6M
GWWW.W. Grainger Inc
$1.6M
TSEMTower Semiconductor Ltd
$1.6M
FVDFirst Trust Value Line Dividend ETF
$1.6M
ETEnergy Transfer Equity LP
$1.6M
RPMRPM International Inc
$1.6M
DOVDover Corp
$1.6M
BCBrunswick Corp
$1.6M
BancorpSouth Bank
$1.6M
CGThe Carlyle Group Inc
$1.6M
AAXJiShares MSCI All Country Asia ex Japan
$1.6M
RGLDRoyal Gold Inc
$1.6M
KHCThe Kraft Heinz Co
$1.5M
SNYSanofi
$1.5M
JMSTJPMorgan Ultra-Short Municipal Inc ETF
$1.5M
NSCNorfolk Southern Corp
$1.5M
QAIIQ Hedge Multi-Strategy Tracker ETF
$1.5M
SRPTSarepta Therapeutics Inc
$1.5M
DVOLFirstTrustDorseyWrightMomt&LwVolatil ETF
$1.5M
IAUUSDiShares Gold Trust
$1.5M
IYGiShares US Financial Services ETF
$1.5M
RCI/BRogers Communications Inc
$1.5M
IDUiShares US Utilities
$1.5M
IYKiShares US Consumer Goods
$1.4M
ICSHiShares Ultra Short-Term Bond ETF
$1.4M
NVROEURNevro Corp
$1.4M
PAGPPlains GP Holdings LP
$1.4M
DLSWisdomTree International SmallCp Div ETF
$1.4M
VHTVanguard Health Care ETF
$1.4M
IPInternational Paper Co
$1.4M
CALCaleres Inc
$1.4M
PFFDGlobal X US Preferred ETF
$1.4M
GLADUSDGladstone Capital Corp
$1.4M
IWNiShares Russell 2000 Value
$1.4M
ATVIEURActivision Blizzard Inc
$1.3M
IGViShares Expanded Tech-Software Sect ETF
$1.3M
BKNGBooking Hldgs Inc
$1.3M
CSTLCastle Biosciences Inc
$1.3M
VOEVanguard Mid-Cap Value ETF
$1.3M
BAMBrookfield Asset Management Inc Class A
$1.3M
PAAPlains All American Pipeline LP
$1.3M
QCRHQCR Holdings Inc
$1.3M
ACWXiShares MSCI ACWI ex US ETF
$1.3M
AEOAmerican Eagle Outfitters Inc
$1.3M
ICEIntercontinental Exchange Inc
$1.3M
XFFCXFlah&Crum Pref Securities Income
$1.3M
CMICummins Inc
$1.3M
TDOCTeladoc Health Inc
$1.3M
BAXBaxter International Inc
$1.3M
SCHRSchwab Intermediate-Term US Trs ETF
$1.2M
QTECFirst Trust NASDAQ-100-Tech Sector ETF
$1.2M
BENFranklin Resources Inc
$1.2M
TFINTriumph Bancorp Inc
$1.2M
SPFFGlobal X SuperIncome Preferred ETF
$1.2M
PFXFVanEck Vectors Pref Secs ex Fincls ETF
$1.2M
KOCoca-Cola Co
$1.2M
HDVIshares Core High Dividend Etf
$1.2M
DOCHealthpeak Properties Ord
$1.2M
ESSEssex Property Trust Inc
$1.2M
OSPNOneSpan Inc
$1.2M
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