UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2020 Filing
Filed November 13, 2020
Portfolio Value
$15.3B
Holdings
1,153
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (1,153 positions)
| Stock | Value |
|---|---|
WTPIWisdomTree CBOE S&P500 PutWriteStrat ETF | $261K |
BHPBhp Billiton Ltd | $261K |
MUCBlackRock MuniHoldings Qty II | $260K |
GENNortonLifeLock Inc | $258K |
VONGVanguard Russell 1000 Growth ETF | $256K |
ETSYEtsy Inc com | $255K |
FDSFactSet Research Systems Inc | $254K |
OGEOGE Energy Corp | $254K |
HSYThe Hershey Co | $253K |
ALGAlamo Group Inc | $253K |
TWTRUSDTwitter Inc | $253K |
CBOECboe Global Markets Inc | $253K |
BCPCBalchem Corp | $252K |
NSZNetScout Systems Inc | $251K |
LDOSLeidos Holdings Inc | $250K |
CMAComerica Inc | $250K |
ESGDiShares ESG Aware MSCI EAFE ETF | $250K |
VOXVanguard Telecommunication Services ETF | $249K |
PWRQuanta Services Inc | $249K |
MXIMMaxim Integrated Products Inc | $248K |
—Mantech International Corp | $247K |
GGGGraco Inc | $246K |
GSYInvesco Ultra Short Duration ETF | $245K |
CLOUGlobal X Cloud Computing ETF | $245K |
BMY-RBRISTOL MYERS SQUIBB CONTINGENT RTS | $245K |
—FS KKR CAPITAL CORP. II | $243K |
SLG2EURSL Green Realty Corp | $240K |
FLG 6 11/01/51New York Community Capital Trust V | $239K |
WYNNWynn Resorts Ltd | $238K |
ODFLOld Dominion Freight Line Inc | $237K |
IOOiShares Global 100 ETF | $236K |
HYLSFirst Trust Tactical High Yield ETF | $235K |
WSBCWesbanco Inc | $235K |
HALOHalozyme Therapeutics Inc | $235K |
TWITitan International Inc | $234K |
ICCHICC Holdings Inc | $234K |
ESGEiShares ESG Aware MSCI EM ETF | $233K |
PTONPeloton Interactive Inc | $233K |
ITMVanEck Vectors Intermediate Muni ETF | $231K |
JETSUS Global Jets ETF | $229K |
LLoews Corp | $229K |
AALAmerican Airlines Group Inc | $229K |
HSTHost Hotels & Resorts Inc | $229K |
UBERUber Technologies Inc | $227K |
USFDUS Food Holding Corp | $225K |
AMKRAmkor Technology Inc | $224K |
NIONIO INC ADS REPSTG CL A ORD SHS | $223K |
SJNKSPDR Blmbg BarclaysST HY Bd ETF | $223K |
3M4Masimo Corp | $221K |
—Invesco Global Listed Private Equity ETF | $220K |
WHRWhirlpool Corp | $220K |
BF/ABrown-Forman Corp | $219K |
NLSNNielsen Holdings Plc Shs | $218K |
—Retail Properties of America Inc | $218K |
DVADaVita Inc | $217K |
PTCPTC Inc | $217K |
NFRAFlexShares STOXX Global Broad Infras ETF | $217K |
TTDThe Trade Desk Inc Com Cl A | $217K |
MKC/VMcCormick & Co Inc | $216K |
XSLVInvesco S&P SmallCap Low Volatility ETF | $216K |
IMTBiShares Core 5-10 Year USD Bond ETF | $215K |
1939900DBrookfield Infrastructure Corp | $214K |
EVRGEvergy Inc | $214K |
CGCCanopy Growth Corp | $212K |
QCLNFirst Trust NASDAQ Cln Edge GrnEngyETF | $212K |
MCOMoody's Corporation | $212K |
CPBCampbell Soup Co | $211K |
TRPTC Energy Corpcom | $210K |
SPTSSPDR Portfolio Short Term Treasury ETF | $210K |
ALKAlaska Air Group Inc | $210K |
FLTBFidelity Limited Term Bond ETF | $209K |
PDPInvesco DWA Momentum ETF | $208K |
HRLHormel Foods Corp | $207K |
RIORio Tinto PLC ADR | $206K |
IAA-WUSDIAA Inc | $204K |
HNIHNI Corp | $204K |
PRFInvesco FTSE RAFI US 1000 ETF | $203K |
SBIOALPS Medical Breakthroughs ETF | $201K |
GAMGeneral American Investors | $201K |
CCLCarnival Corp | $201K |
AMXNAmerica Movil SAB de CV | $199K |
AXUAlexco Resource Corp | $198K |
EQNREquinor Asa Sponsored Adr | $197K |
JPCNuveen Pref & Income Opps Fund | $194K |
—BlackRock MuniYield CA | $194K |
VVRInvesco Senior Income Trust | $189K |
—TriState Capital Holdings Inc | $187K |
KYNKayne Anderson MLP/Midstream | $184K |
MUCBlackRock MuniHoldings CA Qty | $182K |
CSQCalamos Strategic Total Return | $180K |
NVGNuveen AMT-Free Muni Credit Inc | $179K |
FBSSFauquier Bankshares Inc | $171K |
EIMEV Municipal Bond | $169K |
ETVEV Tax-Managed Buy-Write Opps | $166K |
—Bitauto Holdings Ltd | $158K |
XJQCXNuveen Credit Strategies Income | $158K |
AOUTAMERICAN OUTDOOR BRANDS ORD | $155K |
—ETFMG Alternative Harvest ETF | $155K |
—American Finance Trust Inc | $145K |
GTXIEUROncternal Therapeutics Inc | $144K |