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 |
|---|---|
IWMiShares Russell 2000 | $15.0M |
SPDWSPDR Portfolio Developed Wld ex-US ETF | $14.9M |
SCHDSchwab US Dividend Equity ETF | $14.8M |
SPYGSPDR S&P 500 Growth | $14.3M |
XPOXPO Logistics Inc | $14.3M |
LAMRLamar Advertising Co | $14.1M |
CRMSalesforce.com Inc | $14.1M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $14.1M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $14.0M |
RJFRaymond James Financial Inc | $14.0M |
IPACiShares Core MSCI Pacific ETF | $13.8M |
MCDMcDonald's Corp | $13.6M |
EMBiShares JPMorgan USD Emerg Markets Bond | $13.5M |
AEPAmerican Electric Power Co Inc | $13.4M |
VAREURVarian Medical Systems Inc | $13.1M |
GVIiShares Intermediate Govt/Crdt Bd ETF | $13.0M |
NOWServiceNow Inc | $12.9M |
APDAir Products & Chemicals Inc | $12.8M |
KMIKinder Morgan Inc P | $12.6M |
GSKGlaxoSmithKline PLC ADR | $12.5M |
MTUMiShares MSCI USA Momentum Factor ETF | $12.5M |
ROPRoper Technologies Inc | $12.3M |
WABWestinghouse Air Brake Technologies Corp | $12.2M |
DONWisdomTree US MidCap Dividend ETF | $12.2M |
IHDGWisdomTree International Hedged Quality Dividend Growth ETF | $12.1M |
WFCWells Fargo & Co | $12.0M |
EPDEnterprise Products Partners LP | $11.7M |
TIPiShares TIPS Bond | $11.5M |
VEUVanguard FTSE All-World ex-US ETF | $11.4M |
EFAiShares MSCI EAFE | $11.4M |
SPYVSPDR Portfolio S&P 500 Value ETF | $11.3M |
IWOiShares Russell 2000 Growth | $11.3M |
NFLXNetflix Inc | $11.2M |
WATWaters Corp | $11.0M |
DVYEiShares Emerging Markets Dividend ETF | $10.9M |
GRFSGrifols SA | $10.8M |
VOVanguard Mid-Cap ETF | $10.8M |
HYMBSPDR Nuveen BB Hi Yld Muncpl Bd ETF | $10.8M |
DOWDow Inc | $10.8M |
SONYSony Corp | $10.7M |
HONHoneywell International Inc | $10.6M |
PHParker Hannifin Corp | $10.6M |
PRUPrudential Financial Inc | $10.6M |
AFLAflac Inc | $10.5M |
BSJLInvesco BulletShares 2021 HY Corp Bd ETF | $10.4M |
YUMYum Brands Inc | $10.4M |
FFIVF5 Networks Inc | $10.4M |
CHKPCheck Point Software Technologies Ltd | $10.4M |
TAPMolson Coors Brewing Co B | $10.3M |
XLFFinancial Select Sector SPDR ETF | $10.1M |
AYAtlantica yield plc | $10.1M |
NEARiShares Short Maturity Bond ETF | $10.0M |
BABoeing Co | $10.0M |
XLFIConsumer Staples Select Sector SPDR ETF | $9.9M |
IWBiShares Russell 1000 | $9.9M |
VGKVanguard FTSE Europe ETF | $9.8M |
BIPBrookfield Infrastructure Partners LP | $9.7M |
KKRKKR & Co Inc | $9.6M |
DKNG1USDDraftKings Inc | $9.4M |
RELXRelx Plc American Depositary Shares | $9.4M |
VXUSVanguard Total International Stock ETF | $9.4M |
VGTVanguard Information Technology ETF | $9.1M |
EEMViShares MSCI Emerg Mkts Min Vol Fctr ETF | $9.1M |
ICLRIcon PLC | $9.0M |
MIC2EURMacquarie Infrastructure Corp | $9.0M |
HDBHDFC Bank Ltd | $8.9M |
NUVNuveen Municipal Value | $8.8M |
4I1Philip Morris International Inc | $8.7M |
CBSHCommerce Bancshares Inc | $8.7M |
CBChubb Ltd | $8.5M |
XLBMaterials Select Sector SPDR ETF | $8.4M |
IYHiShares U.S. Healthcare ETF | $8.3M |
VGSHVanguard Short-Term Treasury ETF | $8.3M |
PLDPrologis Inc | $8.3M |
FLT1EURFleetcor Technologies Inc | $8.1M |
TFCTruist Finl Corp Com | $8.0M |
XLIIndustrial Select Sector SPDR ETF | $7.9M |
TROWT. Rowe Price Group Inc | $7.7M |
EEMiShares MSCI Emerging Markets | $7.5M |
ECLEcolab Inc | $7.4M |
PFFiShares Preferred&Income Securities ETF | $7.3M |
LLYEli Lilly and Co | $7.2M |
VWOBVanguard Emerging Mkts Govt Bd ETF | $7.2M |
GIB/ACGI Inc | $7.2M |
DDDuPont de Nemours Inc | $7.1M |
SCHPSchwab US TIPS ETF | $7.1M |
GOODGladstone Commercial Corp | $7.1M |
IRMIron Mountain Inc | $7.1M |
BNDVanguard Total Bond Market ETF | $7.0M |
KMBKimberly-Clark Corp | $6.9M |
SPLKCHFSplunk Inc | $6.8M |
ILMNIllumina Inc | $6.7M |
LENLennar Corp | $6.7M |
VRTXVertex Pharmaceuticals Inc | $6.6M |
XLUUtilities Select Sector SPDR ETF | $6.6M |
TRVCCitigroup Inc | $6.6M |
XYLXylem Inc | $6.6M |
PHMPulteGroup Inc | $6.5M |
REETiShares Global REIT ETF | $6.5M |
SMLVSPDR SSGA US Small Cap Low Volatil ETF | $6.5M |