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)

StockValue
BLKCHFBlackRock Inc
$34.9M
BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF
$34.3M
GDGeneral Dynamics Corp
$34.2M
GILDGilead Sciences Inc
$34.0M
NEENextEra Energy Inc
$33.9M
TMOThermo Fisher Scientific Inc
$33.7M
BNDXVanguard Total International Bond ETF
$33.1M
AMTAmerican Tower Corp
$33.0M
AVGOBroadcom Inc Com
$32.4M
SCHASchwab US Small-Cap ETF
$32.4M
NVDANVIDIA Corp
$32.0M
DGDollar General Corp
$31.2M
IGSBIshares Tr Sh Tr Crport Etf
$30.4M
ADPAutomatic Data Processing Inc
$29.6M
BALLBall Corp
$29.2M
CERNCHFCerner Corp
$29.0M
IWFiShares Russell 1000 Growth
$28.8M
VCITVanguard Intermediate-Term Corp Bd ETF
$28.2M
SPABSPDR Portfolio Aggregate Bond ETF
$28.2M
ACWIiShares MSCI ACWI
$28.1M
TSCOTractor Supply Co
$28.0M
AJGArthur J. Gallagher & Co
$27.9M
NDAQNasdaq Inc
$27.8M
UPSUnited Parcel Service Inc Class B
$27.7M
FISFidelity National Information Services Inc
$27.7M
ETNEaton Corp PLC
$27.7M
SPGIS&Pglobal Inc Com
$27.6M
SYKStryker Corp
$27.5M
IEURiShares Core MSCI Europe ETF
$27.5M
POOLPool Corp
$27.4M
TSMTaiwan Semiconductor Manufacturing Co Ltd
$27.4M
MRKMerck & Co Inc
$27.1M
SAPSAP SE ADR
$27.0M
AMGNAmgen Inc
$27.0M
INTUIntuit Inc
$26.8M
ISRGIntuitive Surgical Inc
$26.8M
XLNXEURXilinx Inc
$26.8M
JPSTJPMorgan Ultra-Short Income ETF
$26.5M
TXNTexas Instruments Inc
$26.4M
STESTERIS PLC
$26.0M
IUSGIshares Core U S Growth Etf
$25.8M
SCHOSchwab Short-Term US Treasury ETF
$25.7M
IAGGiShares Core International Aggt Bd ETF
$25.6M
EFAViShares MSCI EAFE Min Vol Factor ETF
$25.6M
ITWIllinois Tool Works Inc
$25.1M
JKHYJack Henry & Associates Inc
$25.0M
IYWIshares U S Technology Etf
$24.9M
RSGRepublic Services Inc
$24.3M
VCSHVanguard Short-Term Corporate Bond ETF
$24.1M
SPEMSPDR S&P Emerging Markets ETF
$24.0M
CATCaterpillar Inc
$23.8M
VBVanguard Small-Cap ETF
$23.6M
BABAAlibaba Group Holding Ltd ADR
$23.5M
CPRTCopart Inc
$23.4M
VWOVanguard FTSE Emerging Markets ETF
$23.4M
TSLATesla Motors Inc
$22.9M
IXUSiShares Core MSCI Total Intl Stk ETF
$22.5M
OBDCOWL ROCK CAPITAL ORD
$22.5M
GQ9SPDR Gold Shares
$22.3M
IUSViShares Core S&P US Value ETF
$21.7M
TRI4EURThomson Reuters Corp Com
$21.6M
PWBInvesco Dynamic Large Cap Growth ETF
$21.5M
ITBiShares US Home Construction
$21.4M
DESWisdomTree SmallCap Dividend ETF
$20.8M
8CWCrown Castle International Corp
$20.8M
SDOGALPS Sector Dividend Dogs ETF
$20.7M
FNDCSchwab Fundamental Intl Sm Co ETF
$20.4M
SOXXiShares PHLX Semiconductor ETF
$20.4M
SPTMSPDR Port S&P 1500 Comps Stk Mkt ETF
$20.3M
IBMInternational Business Machines Corp
$20.1M
VPLVanguard FTSE Pacific ETF
$20.1M
IWViShares Russell 3000
$20.0M
SOSouthern Co
$19.9M
FQIDigital Realty Trust Inc
$19.8M
EMREmerson Electric Co
$19.6M
VVVanguard Large-Cap ETF
$19.6M
DEDeere & Co
$19.5M
ADBEAdobe Systems Inc
$19.4M
MDLZMondelez International Inc Class A
$19.3M
GISGeneral Mills Inc
$19.1M
VIGVanguard Dividend Appreciation ETF
$18.9M
XLCCommunication Services Sel Sect SPDRETF
$18.4M
OEFiShares S&P 100
$18.4M
AXPAmerican Express Co
$18.1M
PEYInvesco High Yield Eq Div Achiev ETF
$17.7M
OKEONEOK Inc
$17.6M
JECUSDJacobs Engineering Group Inc
$17.4M
LMTLockheed Martin Corp
$17.4M
NOCNorthrop Grumman Corp
$17.1M
SPMBSPDR Portfolio Mortgage Backed Bond ETF
$16.9M
SCHMSchwab US Mid-Cap ETF
$16.6M
PFEPfizer Inc
$16.3M
TMUST-Mobile US Inc
$16.1M
IWDiShares Russell 1000 Value
$16.1M
XLKTechnology Select Sector SPDR ETF
$15.6M
CLColgate-Palmolive Co
$15.5M
KOCoca-Cola Co
$15.3M
BACBank of America Corporation
$15.3M
AVLRUSDAvalara Inc
$15.1M
BSJKInvesco BulletShares 2020 HY Corp Bd ETF
$15.1M
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