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 |
|---|---|
GSGoldman Sachs Group, Inc. | $3.9M |
ASMLASML Holding NV ADR | $3.9M |
JDJD.com, Inc. Sponsored ADR Class A | $3.9M |
ERICTelefonaktiebolaget LM Ericsson Sponsored ADR Class B | $3.8M |
IDEViShares Core MSCI International Developed Markets ETF | $3.8M |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | $3.8M |
MDYSPDR S&P Midcap 400 ETF Trust | $3.8M |
APTVAptiv PLC | $3.8M |
TTENTotal SE Sponsored ADR Class B | $3.8M |
DEMWisdomTree Emerging Markets High Dividend Fund | $3.8M |
RSPInvesco S&P 500 Equal Weight ETF | $3.7M |
PGXInvesco Preferred ETF | $3.7M |
GDXVanEck Vectors Gold Miners ETF | $3.7M |
YUMCYum China Holdings, Inc. | $3.6M |
BCEBCE Inc. | $3.6M |
XYZSquare, Inc. Class A | $3.6M |
EZUiShares MSCI Eurozone ETF | $3.5M |
CFCF Industries Holdings, Inc. | $3.5M |
DONSPDR Dow Jones Industrial Average ETF Trust | $3.5M |
TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $3.5M |
USBU.S. Bancorp | $3.4M |
WDIVSPDR S&P Global Dividend ETF | $3.4M |
ADSKAutodesk, Inc. | $3.4M |
CLXClorox Company | $3.4M |
PNCPNC Financial Services Group, Inc. | $3.3M |
IWRiShares Russell Midcap ETF | $3.3M |
SRCLStericycle, Inc. | $3.3M |
EWEdwards Lifesciences Corporation | $3.2M |
IBDQiShares iBonds Dec 2025 Term Corporate ETF | $3.2M |
TRMBTrimble Inc. | $3.1M |
SLRCSolar Capital Ltd. | $3.1M |
QUALiShares Edge MSCI USA Quality Factor ETF | $3.1M |
KIDSOrthoPediatrics Corp. | $3.1M |
MPCMarathon Petroleum Corporation | $3.1M |
FDXFedEx Corporation | $3.1M |
AREAlexandria Real Estate Equities, Inc. | $3.1M |
MGKVanguard Mega Cap Growth ETF | $3.1M |
EPPiShares MSCI Pacific ex-Japan ETF | $3.1M |
EQC 6.5 PERP DEquity Commonwealth 6 1/2 Cum Conv Pfd Shs Series D | $3.1M |
ALSAllstate Corporation | $3.0M |
DLNWisdomTree U.S. LargeCap Dividend Fund | $3.0M |
SPLVInvesco S&P 500 Low Volatility ETF | $3.0M |
BONDPIMCO Active Bond ETF | $3.0M |
PGRProgressive Corporation | $3.0M |
IYJiShares U.S. Industrials ETF | $2.9M |
OSPNOneSpan Inc. | $2.9M |
ORealty Income Corporation | $2.9M |
DYHTarget Corporation | $2.9M |
GBDCGolub Capital BDC, Inc. | $2.9M |
IBDRiShares iBonds Dec 2026 Term Corporate ETF | $2.9M |
DTDWisdomTree U.S. Total Dividend Fund | $2.8M |
J2AWilldan Group, Inc. | $2.8M |
NBISYandex NV Class A | $2.7M |
INTUIntuit Inc. | $2.7M |
MCHPMicrochip Technology Incorporated | $2.7M |
ENBEnbridge Inc. | $2.7M |
NSYNICE Ltd Sponsored ADR | $2.7M |
SHViShares Short Treasury Bond ETF | $2.7M |
NXPNuveen Select Tax-Free Income Portfolio | $2.6M |
ASNDAscendis Pharma A/S Sponsored ADR | $2.6M |
IBDSiShares iBonds Dec 2027 Term Corporate ETF | $2.6M |
AZOAutoZone, Inc. | $2.6M |
ELSEquity LifeStyle Properties, Inc. | $2.6M |
BPBP p.l.c. Sponsored ADR | $2.6M |
IBDTiShares iBonds Dec 2028 Term Corporate ETF | $2.5M |
SLYGSPDR S&P 600 Small Cap Growth ETF | $2.5M |
RSPHInvesco S&P 500 Equal Weight Health Care ETF | $2.5M |
LHXL3Harris Technologies Inc | $2.5M |
IBDUiShares iBonds Dec 2029 Term Corporate ETF | $2.5M |
FBTFirst Trust NYSE Arca Biotechnology Index Fund | $2.5M |
WPCW. P. Carey Inc. | $2.4M |
SMLFiShares Edge MSCI Multifactor USA Small-Cap ETF | $2.4M |
IBBiShares NASDAQ Biotechnology ETF | $2.4M |
PXDEURPioneer Natural Resources Company | $2.4M |
HUMHumana Inc. | $2.4M |
ETEnergy Transfer, L.P. | $2.4M |
JPUSJPMorgan Diversified Return U.S. Equity ETF | $2.3M |
SCHCSchwab International Small-Cap Equity ETF | $2.3M |
WNSNWNS (Holdings) Limited Sponsored ADR | $2.3M |
RSPSInvesco S&P 500 Equal Weight Consumer Staples ETF | $2.3M |
OTISOtis Worldwide Corporation | $2.3M |
RSPFInvesco S&P 500 Equal Weight Financials ETF | $2.3M |
XLBMaterials Select Sector SPDR Fund | $2.3M |
TRVTravelers Companies, Inc. | $2.3M |
XNEAXNuveen AMT-Free Quality Municipal Income Fund of Benef Interest | $2.3M |
DOLWisdomTree International LargeCap Dividend Fund | $2.3M |
INVHInvitation Homes, Inc. | $2.3M |
—CyrusOne, Inc. | $2.3M |
ATVIEURActivision Blizzard, Inc. | $2.3M |
AERAerCap Holdings NV | $2.2M |
IYY*iShares Dow Jones U.S. ETF | $2.2M |
RGLDRoyal Gold, Inc. | $2.2M |
CGCarlyle Group Inc | $2.2M |
ELVAnthem, Inc. | $2.2M |
—Nuveen Enhanced Municipal Value Fund | $2.2M |
ESLTElbit Systems Ltd | $2.2M |
FXNFirst Trust Energy AlphaDEX Fund | $2.1M |
ADIAnalog Devices, Inc. | $2.1M |
RSPNInvesco S&P 500 Equal Weight Industrials ETF | $2.1M |
SLYVSPDR S&P 600 Small Cap Value ETF | $2.1M |