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)

StockValue
WYWeyerhaeuser Company
$1.3M
REGNRegeneron Pharmaceuticals, Inc.
$1.3M
EGPEastGroup Properties, Inc.
$1.3M
GLWCorning Inc
$1.3M
AMJEURJ.P. Morgan Alerian MLP Index ETN
$1.3M
SRLNSPDR Blackstone / GSO Senior Loan ETF
$1.2M
APPFAppFolio Inc Class A
$1.2M
DREUSDDuke Realty Corporation
$1.2M
CARRCarrier Global Corp.
$1.2M
NEMNewmont Corporation
$1.2M
FNVFranco-Nevada Corporation
$1.2M
PG4Principal Financial Group, Inc.
$1.2M
PFXFVanEck Vectors Preferred Securities ex Financials ETF
$1.2M
SPFFGlobal X SuperIncome Preferred ETF
$1.2M
TGTXTG Therapeutics, Inc.
$1.2M
TWLOTwilio, Inc. Class A
$1.2M
EXRExtra Space Storage Inc.
$1.2M
FTVFortive Corp.
$1.2M
SYYSysco Corporation
$1.2M
TFINTriumph Bancorp, Inc.
$1.1M
CAHCardinal Health, Inc.
$1.1M
TPRTapestry, Inc.
$1.1M
DGSWisdomTree Emerging Markets SmallCap Dividend Fund
$1.1M
DOCHealthpeak Properties, Inc.
$1.1M
IJJiShares S&P Mid-Cap 400 Value ETF
$1.1M
ASHRXtrackers Harvest CSI 300 China A-Shares ETF
$1.1M
CPTCamden Property Trust
$1.1M
KSSKohl's Corporation
$1.1M
VDCVanguard Consumer Staples ETF
$1.1M
FXHFirst Trust Health Care AlphaDEX Fund
$1.1M
EESWisdomTree U.S. SmallCap Fund
$1.1M
GLPIGaming and Leisure Properties, Inc.
$1.1M
BKBank of New York Mellon Corporation
$1.1M
ESSEssex Property Trust, Inc.
$1.1M
DGXQuest Diagnostics Incorporated
$1.1M
CSTLCastle Biosciences, Inc.
$1.1M
GMGeneral Motors Company
$1.1M
SGDMSprott Gold Miners ETF
$1.1M
PPLPPL Corporation
$1.1M
SPSBSPDR Portfolio Short Term Corporate Bond ETF
$1.1M
ZTSZoetis, Inc. Class A
$1.1M
CTLEURCenturyLink, Inc.
$1.1M
NBTBNBT Bancorp Inc.
$1.1M
LGLVSPDR SSGA US Large Cap Low Volatility Index ETF
$1.1M
FCORFidelity Corporate Bond ETF
$1.1M
SLYSPDR S&P 600 Small Cap ETF
$1.1M
QUSSPDR MSCI USA StrategicFactors ETF
$1.1M
XBISPDR S&P BIOTECH ETF
$1.1M
WFC 7.5 PERP LWells Fargo & Company 7.5 Non Cum Perp Conv Pfd Registered Shs A Series L
$1.1M
VMWEURVMware, Inc. Class A
$1.1M
AMCRAmcor PLC
$1.1M
XFEBFirst Trust Preferred Securities & Income ETF
$1.0M
PCHPotlatchDeltic Corporation
$1.0M
HDViShares Core High Dividend ETF
$1.0M
A4SAmeriprise Financial, Inc.
$1.0M
DEODiageo plc Sponsored ADR
$1.0M
BXPBoston Properties, Inc.
$1.0M
OMCOmnicom Group Inc
$1.0M
TLHiShares 10-20 Year Treasury Bond ETF
$1.0M
LITELumentum Holdings, Inc.
$1.0M
FIBKFirst Interstate BancSystem, Inc. Class A
$1.0M
MCKMcKesson Corporation
$1.0M
ACWXiShares MSCI ACWI ex U.S. ETF
$1.0M
CNPCenterPoint Energy, Inc.
$1.0M
IBTXUSDIndependent Bank Group, Inc.
$1.0M
SCHHSchwab U.S. REIT ETF
$1.0M
HTAEURHealthcare Trust of America, Inc. Class A
$991K
STXSeagate Technology PLC
$990K
VDEVanguard Energy ETF
$983K
SHWSherwin-Williams Company
$981K
AOAiShares Core Aggressive Allocation ETF
$981K
ARKKARK Innovation ETF
$980K
PPGPPG Industries, Inc.
$965K
MAAMid-America Apartment Communities, Inc.
$954K
DHID.R. Horton, Inc.
$954K
IPGInterpublic Group of Companies, Inc.
$951K
SBACSBA Communications Corp. Class A
$944K
LBEURL Brands, Inc.
$943K
IWNiShares Russell 2000 Value ETF
$939K
IVZInvesco Ltd.
$939K
DC4DexCom, Inc.
$934K
WELLWelltower, Inc.
$934K
FNDFloor & Decor Holdings, Inc. Class A
$930K
USHYiShares Broad USD High Yield Corporate Bond ETF
$922K
JBGSJBG SMITH Properties
$919K
IYRiShares U.S. Real Estate ETF
$917K
ACADACADIA Pharmaceuticals Inc.
$914K
ESGVVanguard ESG U.S. Stock ETF
$911K
FRPTFreshpet Inc
$910K
SPOTSpotify Technology SA
$902K
PBCTEURPeople's United Financial, Inc.
$897K
KRCKilroy Realty Corporation
$894K
BKLNInvesco Senior Loan ETF
$893K
CHTRCharter Communications, Inc. Class A
$892K
WRKUSDWestRock Company
$891K
GENNortonLifeLock Inc.
$881K
AIGAmerican International Group, Inc. Warrants 2011-19.1.21 on Shs
$879K
FXOFirst Trust Financials AlphaDEX Fund
$878K
SEASeabridge Gold Inc
$877K
RMEResMed Inc.
$877K
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