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 |
|---|---|
AKAMAkamai Technologies Inc | $3.7M |
DDominion Resources Inc | $3.7M |
DONSPDR Dow Jones Industrial Average ETF | $3.7M |
BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $3.6M |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | $3.6M |
HUMHumana Inc | $3.5M |
VCRVanguard Consumer Discretionary ETF | $3.5M |
7HPHP Inc | $3.5M |
MGKVanguard Mega Cap Growth ETF | $3.5M |
APOEURApollo Global Management Inc | $3.5M |
SPOTSpotify Technology SA | $3.4M |
PTONPeloton Interactive Inc | $3.4M |
EQIXEquinix Inc | $3.4M |
MCHPMicrochip Technology Inc | $3.4M |
ADSKAutodesk Inc | $3.4M |
KIDSOrthoPediatrics Corp | $3.4M |
TGTXTG Therapeutics Inc | $3.3M |
SLYGSPDR S&P 600 Small Cap Growth ETF | $3.3M |
RSPNInvesco S&P 500 Equal Wt Indls ETF | $3.3M |
AZOAutoZone Inc | $3.3M |
CVNACarvana Co | $3.3M |
XLNXEURXilinx Inc | $3.2M |
TDOCTeladoc Health Inc | $3.2M |
KAMOTortoise North American Pipeline | $3.1M |
TEAMAtlassian Corporation PLC | $3.1M |
GBDCGolub Capital Bdc Inc | $3.1M |
IBDRiShares iBonds Dec 2026 Term Corp ETF | $3.1M |
ELVAnthem Inc | $3.1M |
OSPNOneSpan Inc | $3.0M |
RSPHInvesco S&P 500 Equal Wt Hlth Care ETF | $3.0M |
SCHCSchwab International Small-Cap Eq ETF | $3.0M |
IDEViShares Core MSCI Intl Dev Mkts ETF | $3.0M |
XELXcel Energy Inc | $3.0M |
BAMBrookfield Asset Management Inc Class A | $2.9M |
RSPUInvesco S&P 500 Equal Weight Utilts ETF | $2.9M |
ORealty Income Corp | $2.9M |
TTDThe Trade Desk Inc Com Cl A | $2.9M |
SLViShares Silver Trust | $2.9M |
SGENUSDSeagen Inc Ordinary Shares | $2.9M |
ALSAllstate Corp | $2.9M |
SPGSimon Property Group Inc | $2.9M |
VOTVanguard Mid-Cap Growth ETF | $2.9M |
IYGiShares US Financial Services ETF | $2.9M |
IEFiShares 7-10 Year Treasury Bond ETF | $2.8M |
DOVDover Corp | $2.8M |
AMATApplied Materials Inc | $2.8M |
MTUMiShares MSCI USA Momentum Factor ETF | $2.8M |
BSCMUSDInvesco BulletShares 2022 Corp Bd ETF | $2.8M |
ADIAnalog Devices Inc | $2.8M |
VOEVanguard Mid-Cap Value ETF | $2.8M |
PIIPolaris Inc | $2.8M |
SLRCSolar Capital Ltd | $2.8M |
IBDSiShares iBonds Dec 2027 Term Corp ETF | $2.7M |
NSCNorfolk Southern Corp | $2.7M |
SUBiShares Short-Term National Muni Bond | $2.7M |
BPBP PLC ADR | $2.7M |
ASMLASML Holding NV | $2.6M |
IBDTiShares iBonds Dec 2028 Term Corp ETF | $2.6M |
VIGIVanguard Intl Div Apprec ETF | $2.6M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $2.6M |
NSYNICE Ltd | $2.6M |
MTBM&T Bank Corp | $2.5M |
GWWW.W. Grainger Inc | $2.5M |
SRESempra Energy | $2.5M |
—Nuveen Enhanced Muni Value | $2.5M |
EWEdwards Lifesciences Corp | $2.5M |
WMWaste Management Inc | $2.5M |
CGThe Carlyle Group Inc | $2.5M |
RPMRPM International Inc | $2.4M |
XNEAXNuveen AMT-Free Quality Muni Inc | $2.4M |
CTVACorteva Inc com | $2.4M |
DC4DexCom Inc | $2.4M |
CARRCarrier Global Corp-Wi | $2.4M |
SHViShares Short Treasury Bond | $2.4M |
LVLNSPDR S&P Regional Banking ETF | $2.4M |
IBBiShares Nasdaq Biotechnology | $2.3M |
ARKKARK Innovation ETF | $2.3M |
EDConsolidated Edison Inc | $2.3M |
SPLVInvesco S&P 500 Low Volatility ETF | $2.3M |
OXYOccidental Petroleum Corp | $2.3M |
QCRHQCR Holdings Inc | $2.3M |
SLYVSPDR S&P 600 Small Cap Value ETF | $2.3M |
SNOWSnowflake Cl A Ord | $2.3M |
FBTFirst Trust NYSE Arca Biotech ETF | $2.3M |
WELLWelltower Inc Com | $2.3M |
VRSNVeriSign Inc | $2.2M |
IDUiShares US Utilities | $2.2M |
ENBEnbridge Inc Com | $2.2M |
ZBHZimmer Biomet Holdings Inc | $2.2M |
COUPEURCoupa Software Inc Com | $2.2M |
IYY*iShares Dow Jones US ETF | $2.2M |
VTHRVanguard Russell 3000 ETF | $2.2M |
ICEIntercontinental Exchange Inc | $2.1M |
CLXClorox Co | $2.1M |
BKNGBooking Hldgs Inc | $2.1M |
AG8Agilent Technologies Inc | $2.1M |
WPCW.P. Carey Inc | $2.1M |
KEYSKeysight Technologies Inc | $2.1M |
MPCMarathon Petroleum Corp | $2.1M |
FCORFidelity Corporate Bond ETF | $2.1M |