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 |
|---|---|
CMAComerica Inc | $603K |
VMWEURVMware Inc | $602K |
AEEAmeren Corp | $600K |
FIXDFirst Trust TCWOpportunistic Fxd Inc ETF | $600K |
TWTRUSDTwitter Inc | $599K |
CUBECubeSmart | $599K |
AMKRAmkor Technology Inc | $599K |
ASHRXtrackers Harvest CSI 300 China A ETF | $598K |
IXCiShares Global Energy ETF | $592K |
MUABlackRock MuniAssets Fund | $590K |
GPNGlobal Payments Inc | $589K |
HIWHighwoods Properties Inc | $588K |
FINXGlobal X FinTech ETF | $580K |
NLYEURAnnaly Capital Management Inc | $579K |
DLNWisdomTree US LargeCap Dividend ETF | $577K |
JETSUS Global Jets ETF | $576K |
SIRIEURSirius XM Holdings Inc | $572K |
VTWGVanguard Russell 2000 Growth ETF | $571K |
BDJBlackRock Enhanced Equity Div | $570K |
TMPTompkins Financial Corp | $568K |
KRCKilroy Realty Corp | $560K |
ITTITT Inc | $557K |
HXLHexcel Corp | $551K |
WRLDWorld Acceptance Corp | $545K |
BLDPBallard Power Systems Inc | $545K |
OHIOmega Healthcare Investors Inc | $544K |
MCHIiShares MSCI China ETF | $543K |
SCIService Corp International | $542K |
RBLXRoblox Corp Com Cl A | $542K |
TFXTeleflex Inc | $537K |
CEF/USprott Physical Gold and Silver Trust | $535K |
XHRXenia Hotels & Resorts Inc | $535K |
ACCUSDAmerican Campus Communities Inc | $528K |
MRSHMarsh & Mclennan Companies Inc | $524K |
HSYThe Hershey Co | $518K |
SJMJM Smucker Co | $518K |
JMIAJumia Technologies AG | $517K |
AOAiShares Core Aggressive Allocation ETF | $516K |
AAXJiShares MSCI All Country Asia ex Japan | $516K |
VLOValero Energy Corp | $515K |
VRTXVertex Pharmaceuticals Inc | $515K |
IXNiShares Global Tech ETF | $509K |
FASTFastenal Co | $505K |
ONEM1LIFE HEALTHCARE INC ORDINARY SHARES | $504K |
SWKStanley Black & Decker Inc | $500K |
WEAWestern Alliance Bancorp | $498K |
IVOOVanguard S&P Mid-Cap 400 ETF | $498K |
MGMMGM Resorts International | $494K |
GLADUSDGladstone Capital Corp | $487K |
VACMarriott Vacations Worldwide Corp | $485K |
VTIPVanguard Short-Term Infl-Prot Secs ETF | $484K |
ARKQARK Autonomous Technology&Robotics ETF | $484K |
—BancorpSouth Bank | $484K |
CVXChevron Corporation | $482K |
EOTEV National Muni Opps Trust | $480K |
XLGIXLazard Glb Total Return & Income | $480K |
SAICScience Applications International Corp | $479K |
PMMPutnam Managed Muni Income | $479K |
SPIBSPDR Portfolio Interm Term Corp Bd ETF | $474K |
CHDChurch & Dwight Co Inc | $473K |
HOMBHome BancShares Inc | $473K |
KBAKraneShares Bosera MSCI China A ETF | $469K |
OIAInvesco Muni Income Opps Trust | $464K |
PPAInvesco Aerospace & Defense ETF | $464K |
WYNNWynn Resorts Ltd | $462K |
MKLMarkel Corp | $462K |
CZRCaesars Entertainment Inc | $460K |
ELMEWashington REIT | $459K |
QDFFlexShares Quality Dividend Etf | $457K |
UGUnited-Guardian Inc | $456K |
NZACSPDR MSCI ACWI Low Carbon Target ETF | $455K |
VNOVornado Realty Trust | $454K |
BSXBoston Scientific Corp | $454K |
LKFNLakeland Financial Corp | $450K |
HZNPHorizon Therapeutics PLC | $449K |
KEYKeyCorp | $447K |
IBUYAmplify Online Retail ETF | $446K |
OCOwens-Corning Inc | $446K |
SUISun Communities Inc | $445K |
ROICUSDRetail Opportunity Investments Corp | $444K |
ALKAlaska Air Group Inc | $441K |
IYTiShares Transportation Average | $435K |
RIORio Tinto PLC ADR | $435K |
RHPRyman Hospitality Properties Inc | $434K |
NXPINXP Semiconductors NV | $434K |
FIBKFirst Interstate BancSystem Inc | $432K |
CCLCarnival Corp | $431K |
PWRQuanta Services Inc | $427K |
ABRArbor Realty Trust Inc | $426K |
GRWGGrowGeneration Corp | $426K |
EXPEagle Materials Inc | $425K |
ALXNAlexion Pharmaceuticals Inc | $424K |
GLPGGalapagos NV | $423K |
MDYGSPDR S&P 400 Mid Cap Growth | $423K |
STZConstellation Brands Inc | $421K |
ARWRArrowhead Pharmaceuticals Inc | $419K |
TGNATegna Inc | $419K |
DHSWisdomTree US High Dividend ETF | $419K |
STTState Street Corporation | $418K |
MHFWestern Asset Muni High Income | $417K |