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 |
|---|---|
REETiShares Global REIT ETF | $7.3M |
GEGeneral Electric Co | $7.1M |
KMXCarMax Inc | $7.1M |
TWLOTwilio Inc | $7.0M |
WEPMagellan Midstream Partners LP | $7.0M |
VYMVanguard High Dividend Yield ETF | $7.0M |
BNDVanguard Total Bond Market ETF | $7.0M |
GMABGenmab A/S | $6.9M |
AIGAmerican International Group Inc | $6.9M |
LOGILogitech International SA | $6.9M |
SLBSchlumberger Ltd | $6.9M |
EFGiShares MSCI EAFE Growth ETF | $6.9M |
MSCIMSCI Inc | $6.8M |
SCHPSchwab US TIPS ETF | $6.6M |
IYCiShares US Consumer Services | $6.6M |
APTVAptiv PLC | $6.6M |
BRK-BBerkshire Hathaway Inc A | $6.6M |
ILMNIllumina Inc | $6.5M |
PNCPNC Financial Services Group Inc | $6.5M |
IWPiShares Russell Mid-Cap Growth ETF | $6.5M |
FISVFiserv Inc | $6.4M |
GSGoldman Sachs Group Inc | $6.4M |
VXFVanguard Extended Market ETF | $6.4M |
VTVanguard Total World Stock ETF | $6.3M |
WBAWalgreen Boots Alliance Inc Com | $6.3M |
ISTBiShares Core 1-5 Year USD Bond ETF | $6.3M |
SMLVSPDR SSGA US Small Cap Low Volatil ETF | $6.3M |
SCCOSouthern Copper Corp | $6.3M |
ELThe Estee Lauder Companies Inc Class A | $6.3M |
DUKDuke Energy Corp | $6.3M |
NOWServiceNow Inc | $6.2M |
IYFIshares U S Financials Etf | $6.2M |
LHLaboratory Corp of America Holdings | $6.1M |
PGRProgressive Corp | $6.1M |
KMBKimberly-Clark Corp | $6.0M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $6.0M |
DPZDomino's Pizza Inc | $5.9M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $5.9M |
CNCCentene Corp | $5.9M |
CMCSAComcast Corp Class A | $5.8M |
MIGAMicroStrategy Inc | $5.8M |
CADEEURCadence Bancorp | $5.7M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $5.7M |
WMBWilliams Companies Inc | $5.6M |
MDYSPDR S&P MidCap 400 ETF | $5.6M |
RSPFInvesco S&P 500 Equal Weight Fincl ETF | $5.6M |
TRMBTrimble Inc | $5.5M |
NTRSNorthern Trust Corp | $5.5M |
IJKiShares S&P Mid-Cap 400 Growth | $5.4M |
VWOBVanguard Emerging Mkts Govt Bd ETF | $5.3M |
—iShares iBonds Dec 2021 Term Corp ETF | $5.3M |
IYKiShares US Consumer Goods | $5.2M |
KHCThe Kraft Heinz Co | $5.2M |
AQLTiShares Select Dividend | $5.2M |
CMGChipotle Mexican Grill Inc Class A | $5.2M |
ATVIEURActivision Blizzard Inc | $5.1M |
ABAllianceBernstein Holding LP | $5.1M |
XLIIndustrial Select Sector SPDR ETF | $5.1M |
DGRWWisdomTree US Quality Dividend Gr ETF | $5.0M |
MGVVanguard Mega Cap Value ETF | $5.0M |
BXMTBlackstone Mortgage Trust Inc A | $5.0M |
TYLTyler Technologies Inc | $4.9M |
SNAPSnap Inc Cl A | $4.9M |
RSPInvesco S&P 500 Equal Weight ETF | $4.8M |
IBDQiShares iBonds Dec 2025 Term Corp ETF | $4.8M |
LITELumentum Holdings Inc | $4.8M |
FDXFedEx Corp | $4.8M |
FLOTiShares Floating Rate Bond ETF | $4.7M |
INTZINTRUSION INC | $4.6M |
DYHTarget Corp | $4.5M |
CRWDCrowdStrike Holdings Inc | $4.5M |
GPCGenuine Parts Co | $4.5M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $4.4M |
GDXVanEck Vectors Gold Miners ETF | $4.4M |
NVSNNovartis Ag | $4.4M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $4.3M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $4.3M |
TJXTJX Companies Inc | $4.3M |
MIC2EURMacquarie Infrastructure Corp | $4.2M |
CSXCSX Corp | $4.1M |
IWRiShares Russell Mid-Cap | $4.1M |
PSXPhillips 66 | $4.1M |
RNGRingCentral Inc | $4.1M |
ACWViShares Edge MSCI Min Vol Global | $4.1M |
AQLTiShares iBonds Dec 2024 Term Muni Bond | $4.0M |
IYJiShares US Industrials | $4.0M |
IAUiShares iBonds Dec 2025 Term Muni Bd ETF | $4.0M |
QUALiShares MSCI USA Quality Factor ETF | $4.0M |
SMLFiShares MSCI USA Small-Cap Mltfctr ETF | $4.0M |
DEMWisdomTree Emerging Markets High Div ETF | $3.9M |
YUMCYum China Hldgs Inc Com | $3.9M |
TROWT. Rowe Price Group Inc | $3.9M |
USBUS Bancorp | $3.9M |
BSCLInvesco BulletShares 2021 Corp Bd ETF | $3.9M |
LULULululemon Athletica Inc | $3.8M |
RFRegions Financial Corp | $3.8M |
IDXXIDEXX Laboratories Inc | $3.8M |
PFFiShares Preferred&Income Securities ETF | $3.8M |
SRCLStericycle Inc | $3.8M |
MTZMasTec Inc | $3.7M |