UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$19.9B
Holdings
1,208
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (1,208 positions)
| Stock | Value |
|---|---|
LOWLowe's Companies, Inc. | $42.4M |
TSLATesla Inc | $41.7M |
USMViShares MSCI USA Min Vol Factor ETF | $40.7M |
BMYBristol-Myers Squibb Company | $40.0M |
NEENextEra Energy, Inc. | $39.9M |
MINTPIMCO Enhanced Short Maturity Active ETF | $39.8M |
VBVanguard Small-Cap ETF | $39.7M |
WMTWalmart Inc. | $39.1M |
ADPAutomatic Data Processing, Inc. | $39.0M |
IWFiShares Russell 1000 Growth ETF | $38.2M |
UNHUnitedHealth Group Incorporated | $38.0M |
NDAQNasdaq, Inc. | $38.0M |
POOLPool Corporation | $37.9M |
SYKStryker Corporation | $37.2M |
AMTAmerican Tower Corporation | $36.9M |
OKEONEOK, Inc. | $36.9M |
AVGOBroadcom Inc. | $36.6M |
TSCOTractor Supply Company | $36.3M |
TXNTexas Instruments Incorporated | $36.2M |
TAT&T Inc. | $36.1M |
ADBEAdobe Inc. | $36.0M |
AJGArthur J. Gallagher & Co. | $35.0M |
CATCaterpillar Inc. | $33.8M |
TTECTTEC Holdings, Inc. | $33.7M |
ACWIiShares MSCI ACWI ETF | $33.7M |
DESWisdomTree U.S. SmallCap Dividend Fund | $33.4M |
TMOThermo Fisher Scientific Inc. | $33.4M |
IEURiShares Core MSCI Europe ETF | $33.4M |
SCHESchwab Emerging Markets Equity ETF | $33.0M |
STESTERIS Plc | $33.0M |
DGDollar General Corporation | $32.7M |
ETNEaton Corp. Plc | $32.6M |
RSGRepublic Services, Inc. | $32.4M |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $31.8M |
AMGNAmgen Inc. | $31.7M |
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF | $31.5M |
IYWiShares U.S. Technology ETF | $31.1M |
VPLVanguard FTSE Pacific ETF | $30.9M |
SPMBSPDR Portfolio Mortgage Backed Bond ETF | $30.9M |
IUSGiShares Core S&P U.S. Growth ETF | $30.6M |
SOXXiShares Semiconductor ETF | $30.0M |
JKHYJack Henry & Associates, Inc. | $29.9M |
TSMTaiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | $29.4M |
EMREmerson Electric Co. | $29.4M |
SPEMSPDR Portfolio Emerging Markets ETF | $29.4M |
FISFidelity National Information Services, Inc. | $28.7M |
XPOXPO Logistics, Inc. | $28.6M |
SDOGALPS Sector Dividend Dogs ETF | $28.5M |
AXPAmerican Express Company | $28.4M |
MRKMerck & Co., Inc. | $28.4M |
CPRTCopart, Inc. | $28.0M |
BALLBall Corporation | $28.0M |
FNDCSchwab Fundamental International Small Co. Index ETF | $28.0M |
ITBiShares U.S. Home Construction ETF | $27.7M |
TRI4EURThomson Reuters Corporation | $27.5M |
PWBInvesco Dynamic Large Cap Growth ETF | $27.3M |
IUSViShares Core S&P US Value ETF | $27.3M |
ITWIllinois Tool Works Inc. | $27.2M |
VRSKVerisk Analytics Inc | $27.2M |
IXUSiShares Core MSCI Total International Stock ETF | $26.9M |
PEYInvesco High Yield Equity Dividend Achievers ETF | $26.8M |
CRMsalesforce.com, inc. | $26.5M |
8CWCrown Castle International Corp | $26.1M |
VWOVanguard FTSE Emerging Markets ETF | $26.1M |
DEDeere & Company | $26.1M |
IAGGiShares Core International Aggregate Bond ETF | $26.1M |
CERNCHFCerner Corporation | $25.7M |
BACBank of America Corp | $25.2M |
IBMInternational Business Machines Corporation | $25.1M |
JECUSDJacobs Engineering Group Inc. | $24.8M |
HYMBSPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF | $24.6M |
DFACDimensional U.S. Core Equity 2 ETF | $24.2M |
BNDXVanguard Total International Bond ETF | $23.8M |
KKRKKR & Co. Inc. | $23.8M |
LAMRLamar Advertising Company Class A | $23.7M |
IWViShares Russell 3000 ETF | $23.6M |
SCHOSchwab Short-Term US Treasury ETF | $23.4M |
IWDiShares Russell 1000 Value ETF | $23.3M |
TMUST-Mobile US, Inc. | $23.0M |
VCITVanguard Intermediate-Term Corporate Bond ETF | $22.9M |
SOSouthern Company | $22.3M |
PRUPrudential Financial, Inc. | $21.8M |
VVVanguard Large-Cap ETF | $21.7M |
WATWaters Corporation | $21.5M |
FQIDigital Realty Trust, Inc. | $21.3M |
NOCNorthrop Grumman Corporation | $21.1M |
SPABSPDR Portfolio Aggregate Bond ETF | $20.7M |
OEFiShares S&P 100 ETF | $20.3M |
TPLTexas Pacific Land Corporation | $20.3M |
DONWisdomTree U.S. MidCap Dividend Fund | $19.6M |
PAYXPaychex, Inc. | $19.4M |
GQ9SPDR Gold Shares | $19.3M |
VMBSVanguard Mortgage-Backed Securities ETF | $19.3M |
AVLRUSDAvalara Inc | $19.2M |
VSSVanguard FTSE All-World ex-US Small-Cap ETF | $19.2M |
IWMiShares Russell 2000 ETF | $19.0M |
SPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF | $19.0M |
GISGeneral Mills, Inc. | $18.9M |
OBDCOwl Rock Capital Corporation | $18.8M |
MDLZMondelez International, Inc. Class A | $18.7M |