UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2020 Filing
Filed August 13, 2020
Portfolio Value
$13.7B
Holdings
1,179
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (1,179 positions)
| Stock | Value |
|---|---|
STZConstellation Brands, Inc. Class A | $299K |
WTWWillis Towers Watson Public Limited Company | $299K |
PMLPimco Municipal Income Fund II | $296K |
IQVIQVIA Holdings Inc | $291K |
KLACKLA Corporation | $290K |
SEDGSolarEdge Technologies, Inc. | $288K |
PSECProspect Capital Corporation | $284K |
ALNTAllied Motion Technologies Inc. | $282K |
—Retail Properties of America, Inc. Class A | $282K |
NPFINuveen Preferred & Income Securities Fund of Benef.Interest | $281K |
AGIAlamos Gold Inc. | $281K |
SCHRSchwab Intermediate-Term US Treasury ETF | $280K |
LFEQVanEck Vectors Long/Flat Trend ETF | $280K |
NLSNNielsen Holdings Plc | $273K |
FNDESchwab Fundamental Emerging Markets Large Co. Index ETF | $272K |
OCOwens Corning | $271K |
DFJWisdomTree Japan SmallCap Dividend Fund | $271K |
ITTITT, Inc. | $269K |
HOMBHome BancShares, Inc. | $267K |
—Caesars Entertainment Inc | $266K |
—WBI BullBear Global Income ETF | $265K |
MOATVanEck Vectors Morningstar Wide Moat ETF | $264K |
EVRGEvergy, Inc. | $264K |
PBEInvesco Dynamic Biotechnology & Genome ETF | $260K |
MGMMGM Resorts International | $260K |
—Infrastructure & Energy Alternatives, Inc. | $260K |
VACMarriott Vacations Worldwide Corporation | $260K |
CHGGChegg, Inc. | $259K |
WENWendy's Company | $259K |
QQEWFirst Trust Nasdaq-100 Equal Weighted Index Fund | $255K |
MUCBlackRock MuniHoldings Quality Fund II Inc | $253K |
RFDIFirst Trust Riverfront Dynamic Developed International ETF | $253K |
ALBAlbemarle Corporation | $253K |
COOCooper Companies, Inc. | $252K |
AWCAmerican Water Works Company, Inc. | $248K |
DOGProShares Short Dow30 | $248K |
PRFInvesco FTSE RAFI US 1000 ETF | $247K |
AMKRAmkor Technology, Inc. | $246K |
HRLHormel Foods Corporation | $245K |
XSLVInvesco S&P SmallCap Low Volatility ETF | $243K |
LDOSLeidos Holdings, Inc. | $243K |
TIFEURTiffany & Co. | $242K |
ALXNAlexion Pharmaceuticals, Inc. | $241K |
PSFCohen & Steers Select Preferred and Income Fund Inc | $241K |
FLG 6 11/01/51New York Community Capital Trust V 6 Bifurcated Option Note Unit Secs Cons of 1 6 Trust Pfd Sec | $241K |
HALOHalozyme Therapeutics, Inc. | $240K |
GTXIEUROncternal Therapeutics, Inc. | $240K |
FTECFidelity MSCI Information Technology Index ETF | $239K |
WYNNWynn Resorts, Limited | $238K |
HSYHershey Company | $237K |
ISIIonis Pharmaceuticals, Inc. | $236K |
TDAYGannett Co., Inc. | $235K |
BHPBHP Group Ltd Sponsored ADR | $232K |
GALSPDR SSgA Global Allocation ETF | $232K |
MXIMMaxim Integrated Products, Inc. | $232K |
—ICC Holdings, Inc. | $230K |
JGHNuveen Global High Income Fund | $230K |
ITMVanEck Vectors AMT-Free Intermediate Municipal Index ETF | $229K |
IOOiShares Global 100 ETF | $229K |
BIVVanguard Intermediate-Term Bond ETF | $228K |
VONGVanguard Russell 1000 Growth ETF | $227K |
VOXVanguard Communication Services ETF | $227K |
RIORio Tinto plc Sponsored ADR | $227K |
HSTHost Hotels & Resorts, Inc. | $226K |
LLoews Corporation | $225K |
OGEOGE Energy Corp. | $223K |
VVRInvesco Senior Income Trust | $222K |
—TriState Capital Holdings, Inc. | $222K |
JETSUS Global Jets ETF | $221K |
CMAComerica Incorporated | $221K |
—American Finance Trust, Inc. | $221K |
FRIFirst Trust S&P REIT Index Fund | $220K |
FBINFortune Brands Home & Security, Inc. | $219K |
HZNPHorizon Therapeutics Public Limited Company | $219K |
AMGAffiliated Managers Group, Inc. | $218K |
FEFirstEnergy Corp. | $217K |
SJNKSPDR Bloomberg Barclays Short Term High Yield Bond ETF | $217K |
ETREntergy Corporation | $217K |
CPBCampbell Soup Company | $217K |
CCLCarnival Corporation | $216K |
BOTZGlobal X Robotics & Artificial Intelligence ETF | $216K |
TRPTC Energy Corporation | $216K |
ODFLOld Dominion Freight Line, Inc. | $216K |
LYFTLyft Inc Class A | $215K |
IMTBishares Core 5-10 Year USD Bond ETF | $215K |
NVRNVR, Inc. | $212K |
PMBSPIMCO Investment Grade Corporate Bond Index ETF | $212K |
CHLUSDChina Mobile Limited Sponsored ADR | $212K |
3M4Masimo Corporation | $211K |
SPTSSPDR Portfolio Short Term Treasury ETF | $210K |
—Invesco Global Listed Private Equity ETF | $209K |
XJQCXNuveen Credit Strategies Income Fund | $209K |
FLTBFidelity Limited Term Bond ETF | $208K |
NFRAFlexShares STOXX Global Broad Infrastructure Index Fund | $208K |
AALAmerican Airlines Group, Inc. | $206K |
MKC/VMcCormick & Company, Incorporated | $205K |
PTCPTC Inc. | $204K |
EQNREquinor ASA Sponsored ADR | $204K |
SBIOALPS Medical Breakthroughs ETF | $203K |
AMXNAmerica Movil SAB de CV Sponsored ADR Class L | $203K |