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 |
|---|---|
VRTXVertex Pharmaceuticals Incorporated | $7.1M |
SHOPShopify, Inc. Class A | $7.0M |
SUBiShares Short-Term National Muni Bond ETF | $6.9M |
AIGAmerican International Group, Inc. | $6.9M |
IRMIron Mountain, Inc. | $6.8M |
BSJPInvesco BulletShares 2025 High Yield Corporate Bond ETF | $6.8M |
SCHPSchwab US TIPS ETF | $6.8M |
XLEEnergy Select Sector SPDR Fund | $6.8M |
KMBKimberly-Clark Corporation | $6.7M |
BXMTBlackstone Mortgage Trust, Inc. Class A | $6.6M |
APDAir Products and Chemicals, Inc. | $6.6M |
SHMSPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF | $6.5M |
WMBWilliams Companies, Inc. | $6.4M |
IEIiShares 3-7 Year Treasury Bond ETF | $6.4M |
MOAltria Group Inc | $6.4M |
CVNACarvana Co. Class A | $6.3M |
PYPLPayPal Holdings Inc | $6.3M |
AMATApplied Materials, Inc. | $6.2M |
ISTBiShares Core 1-5 Year USD Bond ETF | $6.2M |
REETiShares Global REIT ETF | $6.2M |
LVSLas Vegas Sands Corp. | $6.2M |
BXBlackstone Group Inc. Class A | $6.2M |
RYRoyal Bank of Canada | $6.1M |
IDXXIDEXX Laboratories, Inc. | $6.1M |
BSCLInvesco BulletShares 2021 Corporate Bond ETF | $5.9M |
—JPMorgan BetaBuilders Japan ETF | $5.9M |
—iShares iBonds Dec 2021 Term Corporate ETF | $5.8M |
EQIXEquinix, Inc. | $5.7M |
IAUiShares iBonds Dec 2022 Term Corporate ETF | $5.7M |
EBAeBay Inc. | $5.6M |
COPConocoPhillips | $5.6M |
CWISPDR MSCI ACWI ex-US ETF | $5.6M |
IWPiShares Russell Mid-Cap Growth ETF | $5.5M |
MARMarriott International, Inc. Class A | $5.5M |
NMI1EURKirkland Lake Gold Ltd. | $5.5M |
COFCapital One Financial Corporation | $5.5M |
EWUiShares MSCI United Kingdom ETF | $5.5M |
PHGKoninklijke Philips N.V. Sponsored ADR | $5.4M |
XLIIndustrial Select Sector SPDR Fund | $5.4M |
MSCIMSCI Inc. Class A | $5.4M |
DUKDuke Energy Corporation | $5.4M |
FTNTFortinet, Inc. | $5.4M |
KEYSKeysight Technologies Inc | $5.4M |
VYMVanguard High Dividend Yield Index ETF | $5.3M |
IAUiShares iBonds Dec 2023 Term Corporate ETF | $5.3M |
GLPGGalapagos NV Sponsored ADR | $5.3M |
MPTMedical Properties Trust, Inc. | $5.3M |
TYLTyler Technologies, Inc. | $5.3M |
ACWViShares Edge MSCI Min Vol Global ETF | $5.2M |
TPLUSDTexas Pacific Land Trust | $5.2M |
XYLXylem Inc. | $5.2M |
TMToyota Motor Corp. Sponsored ADR | $5.1M |
PHMPulteGroup, Inc. | $5.1M |
AWMSkyworks Solutions, Inc. | $5.1M |
XLUUtilities Select Sector SPDR Fund | $5.1M |
CSXCSX Corporation | $5.1M |
LOGILogitech International S.A. | $5.1M |
DDominion Energy Inc | $5.1M |
NVSNNovartis AG Sponsored ADR | $5.0M |
VTVanguard Total World Stock ETF | $5.0M |
SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $5.0M |
SLBSchlumberger NV | $4.9M |
WDCWestern Digital Corporation | $4.9M |
ALNYAlnylam Pharmaceuticals, Inc | $4.9M |
AFWAlign Technology, Inc. | $4.9M |
—iShares iBonds Sep 2020 Term Muni Bond ETF | $4.9M |
KMXCarMax, Inc. | $4.9M |
IBDPiShares iBonds Dec 2024 Term Corporate ETF | $4.9M |
TJXTJX Companies Inc | $4.8M |
AYXEURAlteryx, Inc. Class A | $4.8M |
DPZDomino's Pizza, Inc. | $4.7M |
AQLTiShares iBonds Dec 2023 Term Muni Bond ETF | $4.7M |
IYCiShares U.S. Consumer Services ETF | $4.7M |
—iShares iBonds Dec 2022 Term Muni Bond ETF | $4.7M |
—iShares iBonds Dec 2021 Term Muni Bond ETF | $4.7M |
AKAMAkamai Technologies, Inc. | $4.6M |
IJKiShares S&P Mid-Cap 400 Growth ETF | $4.5M |
VXFVanguard Extended Market ETF | $4.5M |
—iShares iBonds Dec 2020 Term Corporate ETF | $4.5M |
LQDHiShares Interest Rate Hedged Corporate Bond ETF | $4.5M |
BSCKInvesco BulletShares 2020 Corporate Bond ETF | $4.4M |
PAYXPaychex, Inc. | $4.4M |
RACEFerrari NV | $4.4M |
NTRSNorthern Trust Corporation | $4.4M |
ABGAmerisourceBergen Corporation | $4.4M |
—Laboratory Corporation of America Holdings | $4.3M |
GEGeneral Electric Company | $4.3M |
CMCSAComcast Corporation Class A | $4.3M |
CADEEURCadence Bancorporation Class A | $4.2M |
ABAllianceBernstein Holding L.P. | $4.2M |
LRCXEURLam Research Corporation | $4.2M |
STIPiShares 0-5 Year TIPS Bond ETF | $4.1M |
SGENEURSeattle Genetics, Inc. | $4.1M |
DGRWWisdomTree US Quality Dividend Growth Fund | $4.0M |
PSXPhillips 66 | $4.0M |
WBAWalgreens Boots Alliance Inc | $4.0M |
MGVVanguard Mega Cap Value ETF | $4.0M |
IYFiShares U.S. Financials ETF | $4.0M |
ALCAlcon, Inc. | $3.9M |
BSCMUSDInvesco BulletShares 2022 Corporate Bond ETF | $3.9M |