UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$18.1B
Holdings
1,181
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (1,181 positions)
| Stock | Value |
|---|---|
WMTWal-Mart Stores Inc | $38.6M |
TAT&T Inc | $38.5M |
BMYBristol-Myers Squibb Company | $38.4M |
JPSTJPMorgan Ultra-Short Income ETF | $38.2M |
TSLATesla Motors Inc | $36.9M |
ADPAutomatic Data Processing Inc | $36.6M |
SCHESchwab Emerging Markets Equity ETF | $36.4M |
CATCaterpillar Inc | $36.3M |
TSCOTractor Supply Co | $36.0M |
OKEONEOK Inc | $35.8M |
VBVanguard Small-Cap ETF | $35.7M |
UNHUnitedHealth Group Inc | $35.7M |
TXNTexas Instruments Inc | $34.8M |
AVGOBroadcom Inc Com | $34.6M |
SYKStryker Corp | $34.1M |
INTUIntuit Inc | $33.8M |
IWFiShares Russell 1000 Growth | $33.8M |
ACWIiShares MSCI ACWI | $33.3M |
NVDANVIDIA Corp | $33.2M |
AMTAmerican Tower Corp | $32.6M |
IEURiShares Core MSCI Europe ETF | $32.5M |
ISRGIntuitive Surgical Inc | $32.3M |
NDAQNasdaq Inc | $32.0M |
AJGArthur J. Gallagher & Co | $31.8M |
DESWisdomTree SmallCap Dividend ETF | $31.3M |
TMOThermo Fisher Scientific Inc | $31.2M |
AMGNAmgen Inc | $30.9M |
ETNEaton Corp PLC | $29.9M |
CERNCHFCerner Corp | $29.9M |
DGDollar General Corp | $29.7M |
STESTERIS PLC | $29.7M |
DEDeere & Co | $29.7M |
VPLVanguard FTSE Pacific ETF | $29.4M |
POOLPool Corp | $29.3M |
BALLBall Corp | $29.2M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $29.0M |
IGSBIshares Tr Sh Tr Crport Etf | $28.7M |
RSGRepublic Services Inc | $28.6M |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $28.5M |
IUSGIshares Core U S Growth Etf | $28.4M |
FNDCSchwab Fundamental Intl Sm Co ETF | $28.3M |
BNDXVanguard Total International Bond ETF | $28.2M |
SDOGALPS Sector Dividend Dogs ETF | $28.1M |
SOXXiShares PHLX Semiconductor ETF | $28.0M |
ITWIllinois Tool Works Inc | $27.9M |
SPEMSPDR S&P Emerging Markets ETF | $27.6M |
IUSViShares Core S&P US Value ETF | $27.5M |
MRKMerck & Co Inc | $27.4M |
FISFidelity National Information Services Inc | $27.4M |
EMREmerson Electric Co | $27.1M |
IYWIshares U S Technology Etf | $27.1M |
ITBiShares US Home Construction | $26.9M |
IXUSiShares Core MSCI Total Intl Stk ETF | $26.2M |
UPSUnited Parcel Service Inc Class B | $25.9M |
IAGGiShares Core International Aggt Bd ETF | $25.9M |
VRSKVerisk Analytics Inc | $25.4M |
PEYInvesco High Yield Eq Div Achiev ETF | $25.4M |
SPMBSPDR Portfolio Mortgage Backed Bond ETF | $25.4M |
JKHYJack Henry & Associates Inc | $25.1M |
PWBInvesco Dynamic Large Cap Growth ETF | $24.6M |
JECUSDJacobs Engineering Group Inc | $24.5M |
AXPAmerican Express Co | $24.4M |
SCHOSchwab Short-Term US Treasury ETF | $23.9M |
VCITVanguard Intermediate-Term Corp Bd ETF | $23.9M |
TRI4EURThomson Reuters Corp Com | $23.8M |
VWOVanguard FTSE Emerging Markets ETF | $23.7M |
BACBank of America Corporation | $23.6M |
CPRTCopart Inc | $23.6M |
SOSouthern Co | $22.9M |
CRMSalesforce.com Inc | $22.7M |
8CWCrown Castle International Corp | $22.6M |
IWViShares Russell 3000 | $22.1M |
IWDiShares Russell 1000 Value | $20.8M |
IBMInternational Business Machines Corp | $20.8M |
LAMRLamar Advertising Co | $20.7M |
SPABSPDR Portfolio Aggregate Bond ETF | $20.4M |
TPLTexas Pacific Land Corp | $20.4M |
EFAViShares MSCI EAFE Min Vol Factor ETF | $20.4M |
KKRKKR & Co Inc | $19.8M |
VVVanguard Large-Cap ETF | $19.8M |
SAPSAP SE ADR | $19.6M |
OBDCOWL ROCK CAPITAL ORD | $19.6M |
FQIDigital Realty Trust Inc | $19.5M |
OEFiShares S&P 100 | $19.4M |
TMUST-Mobile US Inc | $19.4M |
XPOXPO Logistics Inc | $19.3M |
GQ9SPDR Gold Shares | $19.3M |
SCHMSchwab US Mid-Cap ETF | $19.2M |
HYMBSPDR Nuveen BB Hi Yld Muncpl Bd ETF | $19.1M |
ADBEAdobe Systems Inc | $19.0M |
PRUPrudential Financial Inc | $18.8M |
NOCNorthrop Grumman Corp | $18.5M |
GISGeneral Mills Inc | $18.5M |
SCHDSchwab US Dividend Equity ETF | $18.1M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $18.0M |
IWMiShares Russell 2000 | $18.0M |
DONWisdomTree US MidCap Dividend ETF | $18.0M |
MDLZMondelez International Inc Class A | $17.6M |
SPTMSPDR Port S&P 1500 Comps Stk Mkt ETF | $17.6M |
WATWaters Corp | $17.4M |