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 |
|---|---|
IJRiShares Core S&P Small Cap ETF | $31.0M |
MUBiShares National Muni Bond ETF | $30.4M |
VCITVanguard Intermediate-Term Corporate Bond ETF | $29.8M |
DGDollar General Corporation | $29.0M |
NEENextEra Energy, Inc. | $28.9M |
EFAViShares Edge MSCI Min Vol EAFE ETF | $28.5M |
SCHASchwab U.S. Small-Cap ETF | $28.5M |
TMOThermo Fisher Scientific Inc. | $28.5M |
AVGOBroadcom Inc. | $28.4M |
NDAQNasdaq, Inc. | $27.9M |
ADPAutomatic Data Processing, Inc. | $27.4M |
TSCOTractor Supply Company | $27.4M |
CERNCHFCerner Corporation | $27.4M |
IWFiShares Russell 1000 Growth ETF | $26.6M |
AJGArthur J. Gallagher & Co. | $26.4M |
SPABSPDR Portfolio Aggregate Bond ETF | $26.2M |
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | $25.9M |
ACWIiShares MSCI ACWI ETF | $25.8M |
FISFidelity National Information Services, Inc. | $25.6M |
SPGIS&P Global, Inc. | $24.6M |
BSVVanguard Short-Term Bond ETF | $24.5M |
MRKMerck & Co., Inc. | $24.5M |
BALLBall Corporation | $24.5M |
XLNXEURXilinx, Inc. | $24.3M |
AMGNAmgen Inc. | $24.2M |
OBDCOwl Rock Capital Corp. | $24.2M |
IAGGiShares Core International Aggregate Bond ETF | $24.1M |
JKHYJack Henry & Associates, Inc. | $23.9M |
HEFAiShares Currency Hedged MSCI EAFE ETF | $23.7M |
ETNEaton Corp. Plc | $23.7M |
SCHOSchwab Short-Term US Treasury ETF | $23.4M |
ITWIllinois Tool Works Inc. | $23.3M |
IYWiShares U.S. Technology ETF | $23.3M |
NVDANVIDIA Corporation | $23.2M |
TXNTexas Instruments Incorporated | $23.0M |
SYKStryker Corporation | $22.9M |
IUSGiShares Core S&P U.S. Growth ETF | $22.8M |
BSJKInvesco BulletShares 2020 High Yield Corporate Bond ETF | $22.7M |
POOLPool Corporation | $22.6M |
XLKTechnology Select Sector SPDR Fund | $22.2M |
STESTERIS Plc | $22.2M |
XLCCommunication Services Select Sector SPDR Fund | $21.9M |
SPEMSPDR Portfolio Emerging Markets ETF | $21.6M |
ISRGIntuitive Surgical, Inc. | $21.6M |
DESWisdomTree U.S. SmallCap Dividend Fund | $21.5M |
VBVanguard Small-Cap ETF | $21.3M |
RSGRepublic Services, Inc. | $20.9M |
8CWCrown Castle International Corp | $20.8M |
IXUSiShares Core MSCI Total International Stock ETF | $20.7M |
XLYConsumer Discretionary Select Sector SPDR Fund | $20.6M |
BABAAlibaba Group Holding Ltd. Sponsored ADR | $20.5M |
IBMInternational Business Machines Corporation | $20.2M |
VWOVanguard FTSE Emerging Markets ETF | $20.0M |
GQ9SPDR Gold Trust | $19.9M |
OKEONEOK, Inc. | $19.8M |
VCSHVanguard Short-Term Corporate Bond ETF | $19.6M |
IWViShares Russell 3000 ETF | $19.5M |
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF | $19.5M |
SDOGALPS Sector Dividend Dogs ETF | $19.4M |
FQIDigital Realty Trust, Inc. | $19.4M |
UPSUnited Parcel Service, Inc. Class B | $19.4M |
IUSViShares Core S&P US Value ETF | $19.3M |
VIGVanguard Dividend Appreciation ETF | $19.3M |
SOSouthern Company | $19.2M |
GISGeneral Mills, Inc. | $18.9M |
PWBInvesco Dynamic Large Cap Growth ETF | $18.9M |
IEURiShares Core MSCI Europe ETF | $18.8M |
CPRTCopart, Inc. | $18.7M |
TRI4EURThomson Reuters Corporation | $18.6M |
SOXXiShares PHLX Semiconductor ETF | $18.5M |
ADBEAdobe Inc. | $18.4M |
GBCIGlacier Bancorp, Inc. | $18.3M |
VPLVanguard FTSE Pacific ETF | $18.1M |
VVVanguard Large-Cap ETF | $17.9M |
EMREmerson Electric Co. | $17.8M |
MDLZMondelez International, Inc. Class A | $17.6M |
SCHMSchwab U.S. Mid-Cap ETF | $17.6M |
PEYInvesco High Yield Equity Dividend Achievers ETF | $17.5M |
OEFiShares S&P 100 ETF | $17.4M |
BABoeing Company | $17.3M |
AXPAmerican Express Company | $17.0M |
FNDCSchwab Fundamental International Small Co. Index ETF | $16.8M |
BSJLInvesco Bulletshares 2021 High Yield Corporate Bond ETF | $16.8M |
BACBank of America Corp | $16.6M |
NOCNorthrop Grumman Corporation | $16.5M |
LMTLockheed Martin Corporation | $16.5M |
ITBiShares U.S. Home Construction ETF | $16.1M |
IWDiShares Russell 1000 Value ETF | $16.1M |
JECUSDJacobs Engineering Group Inc. | $16.0M |
KMIKinder Morgan Inc Class P | $15.8M |
AVLRUSDAvalara Inc | $15.8M |
TIPiShares TIPS Bond ETF | $15.6M |
SPYGSPDR Portfolio S&P 500 Growth ETF | $15.4M |
CRMsalesforce.com, inc. | $15.3M |
VOOVanguard S&P 500 ETF | $15.3M |
CLColgate-Palmolive Company | $15.1M |
KOCoca-Cola Company | $15.0M |
SPDWSPDR Portfolio Developed World ex-US ETF | $15.0M |
TSLATesla Inc | $14.9M |
TMUST-Mobile US, Inc. | $14.6M |