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 |
|---|---|
PFEPfizer Inc. | $14.3M |
WFCWells Fargo & Company | $14.2M |
LAMRLamar Advertising Company Class A | $14.2M |
EPDEnterprise Products Partners L.P. | $13.9M |
GRFSGrifols, S.A. Sponsored ADR Class B | $13.9M |
DEDeere & Company | $13.9M |
JNKSPDR Bloomberg Barclays High Yield Bond ETF | $13.5M |
RJFRaymond James Financial, Inc. | $13.4M |
WABWestinghouse Air Brake Technologies Corporation | $13.2M |
ULUnilever PLC Sponsored ADR | $13.2M |
VSSVanguard FTSE All-World ex-US Small-Cap ETF | $13.2M |
GSKGlaxoSmithKline plc Sponsored ADR | $13.1M |
GVIiShares Intermediate Government/Credit Bond ETF | $13.0M |
XPOXPO Logistics, Inc. | $13.0M |
IWMiShares Russell 2000 ETF | $13.0M |
AEPAmerican Electric Power Company, Inc. | $13.0M |
JPSTJPMorgan Ultra-Short Income ETF | $12.9M |
RELXRELX PLC Sponsored ADR | $12.7M |
ILMNIllumina, Inc. | $12.7M |
TLTiShares 20 Year Treasury Bond ETF | $12.6M |
SONYSony Corporation Sponsored ADR | $12.6M |
IPACiShares Core MSCI Pacific ETF | $12.6M |
ROPRoper Technologies, Inc. | $11.9M |
NFLXNetflix, Inc. | $11.9M |
SPYVSPDR Portfolio S&P 500 Value ETF | $11.7M |
IWOiShares Russell 2000 Growth ETF | $11.7M |
FFIVF5 Networks, Inc. | $11.7M |
XLFIConsumer Staples Select Sector SPDR Fund | $11.5M |
EFAiShares MSCI EAFE ETF | $11.5M |
MIC2EURMacquarie Infrastructure Corporation | $11.4M |
DONWisdomTree U.S. MidCap Dividend Fund | $11.4M |
IEFiShares 7-10 Year Treasury Bond ETF | $11.4M |
CBChubb Limited | $11.3M |
TAPMolson Coors Beverage Company Class B | $11.2M |
CHKPCheck Point Software Technologies Ltd. | $11.2M |
IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $11.1M |
PFFiShares Preferred & Income Securities ETF | $10.9M |
VEUVanguard FTSE All-World ex-US Index Fund | $10.8M |
SPMBSPDR Portfolio Mortgage Backed Bond ETF | $10.6M |
AFLAflac Incorporated | $10.6M |
DVYEiShares Emerging Markets Dividend ETF | $10.5M |
MCDMcDonald's Corporation | $10.4M |
VXUSVanguard Total International Stock ETF | $10.4M |
VOVanguard Mid-Cap ETF | $10.2M |
FLOTiShares Floating Rate Bond ETF | $10.2M |
YUMYum! Brands, Inc. | $10.1M |
PRUPrudential Financial, Inc. | $10.1M |
SCHDSchwab US Dividend Equity ETF | $10.0M |
ICLRICON Plc | $10.0M |
WATWaters Corporation | $9.9M |
NEARiShares Short Maturity Bond ETF | $9.9M |
EEMViShares Edge MSCI Min Vol Emerging Markets ETF | $9.8M |
XLFFinancial Select Sector SPDR Fund | $9.7M |
HDBHDFC Bank Limited Sponsored ADR | $9.7M |
AYAtlantica Sustainable Infrastructure plc | $9.7M |
MTUMiShares Edge MSCI USA Momentum Factor ETF | $9.7M |
DOWDow, Inc. | $9.7M |
PHParker-Hannifin Corporation | $9.6M |
VAWVanguard Materials ETF | $9.6M |
CAJPYCanon Inc. Sponsored ADR | $9.5M |
CATCaterpillar Inc. | $9.5M |
CBSHCommerce Bancshares, Inc. | $9.2M |
VAREURVarian Medical Systems, Inc. | $9.2M |
IWBiShares Russell 1000 ETF | $9.2M |
AMLPAlerian MLP ETF | $9.1M |
NUVNuveen Municipal Value Fund Inc | $9.1M |
NOWServiceNow, Inc. | $9.1M |
VGKVanguard FTSE Europe ETF | $9.0M |
HONHoneywell International Inc. | $8.8M |
BIPBrookfield Infrastructure Partners L.P. | $8.8M |
AQLTiShares Select Dividend ETF | $8.7M |
KKRKKR & Co. Inc. | $8.6M |
CWBSPDR Bloomberg Barclays Convertible Securities ETF | $8.5M |
VGTVanguard Information Technology ETF | $8.5M |
4I1Philip Morris International Inc. | $8.5M |
EWLiShares MSCI Switzerland ETF | $8.3M |
AMDAdvanced Micro Devices, Inc. | $8.3M |
BSJM1EURInvesco BulletShares 2022 High Yield Corporate Bond ETF | $8.3M |
R6C2Royal Dutch Shell Plc Sponsored ADR Class B | $8.2M |
PLDPrologis, Inc. | $8.2M |
GIB/ACGI Inc. Class A | $8.2M |
SPLKCHFSplunk Inc. | $8.2M |
GOODGladstone Commercial Corporation | $8.2M |
LLYEli Lilly and Company | $8.1M |
IYHiShares U.S. Healthcare ETF | $7.9M |
FLT1EURFLEETCOR Technologies, Inc. | $7.9M |
WEPMagellan Midstream Partners, L.P. | $7.9M |
ECLEcolab Inc. | $7.8M |
VWOBVanguard Emerging Markets Government Bond ETF | $7.8M |
TRVCCitigroup Inc. | $7.7M |
QQLVInvesco BulletShares 2023 High Yield Corporate Bond ETF | $7.7M |
BSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF | $7.7M |
SMLVSPDR SSGA US Small Cap Low Volatility Index ETF | $7.7M |
FISVFiserv, Inc. | $7.7M |
TFCTruist Financial Corporation | $7.5M |
BSJQInvesco BulletShares 2026 High Yield Corp Bond ETF | $7.5M |
EEMiShares MSCI Emerging Markets ETF | $7.4M |
TROWT. Rowe Price Group | $7.4M |
DDDuPont de Nemours, Inc. | $7.3M |
BNDVanguard Total Bond Market ETF | $7.2M |