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 |
|---|---|
PHMPulteGroup Inc | $6.5M |
REETiShares Global REIT ETF | $6.5M |
SMLVSPDR SSGA US Small Cap Low Volatil ETF | $6.5M |
FLOTiShares Floating Rate Bond ETF | $6.5M |
WMBWilliams Companies Inc | $6.4M |
R6C2Royal Dutch Shell PLC | $6.3M |
ISTBiShares Core 1-5 Year USD Bond ETF | $6.3M |
COFCapital One Financial Corp | $6.3M |
IWPiShares Russell Mid-Cap Growth ETF | $6.3M |
CWISPDR MSCI ACWI ex-US ETF | $6.3M |
LVSLas Vegas Sands Corp | $6.2M |
MOAltria Group Inc | $6.2M |
TLTIshares 20 Plus Year Treasury Bond Etf | $6.2M |
WEPMagellan Midstream Partners LP | $6.1M |
FISVFiserv Inc | $6.1M |
MARMarriott International Inc | $5.9M |
PYPLPayPal Holdings Inc | $5.9M |
WDAYWorkday Inc | $5.9M |
RYRoyal Bank of Canada | $5.8M |
AFWAlign Technology Inc | $5.8M |
AIGAmerican International Group Inc | $5.8M |
MSCIMSCI Inc | $5.8M |
LRCXEURLam Research Corp | $5.8M |
TDIVFirst Trust NASDAQ Technology Div ETF | $5.8M |
NMI1EURKirkland Lake Gold Ltd | $5.7M |
XLESelect Sector Spdr Trust Shs Ben Int Energy | $5.7M |
BXMTBlackstone Mortgage Trust Inc A | $5.6M |
CMCSAComcast Corp Class A | $5.6M |
EBAeBay Inc | $5.6M |
DUKDuke Energy Corp | $5.5M |
BXBlackstone Group LP | $5.5M |
VYMVanguard High Dividend Yield ETF | $5.4M |
IEFiShares 7-10 Year Treasury Bond ETF | $5.4M |
EQIXEquinix Inc | $5.4M |
BSCLInvesco BulletShares 2021 Corp Bd ETF | $5.4M |
MPTMedical Properties Trust Inc | $5.4M |
DPZDomino's Pizza Inc | $5.3M |
LOGILogitech International SA | $5.2M |
IYCiShares US Consumer Services | $5.2M |
ALNYAlnylam Pharmaceuticals Inc | $5.2M |
—iShares iBonds Dec 2021 Term Corp ETF | $5.2M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $5.1M |
AQLTiShares Select Dividend | $5.1M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $5.1M |
VTVanguard Total World Stock ETF | $5.1M |
FDXFedEx Corp | $5.0M |
ACWViShares Edge MSCI Min Vol Global | $5.0M |
PHGRoyal Philips NV ADR | $5.0M |
TMToyota Motor Corporation Ads | $4.9M |
KMXCarMax Inc | $4.9M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $4.8M |
GDXVanEck Vectors Gold Miners ETF | $4.8M |
VXFVanguard Extended Market ETF | $4.8M |
—Laboratory Corp of America Holdings | $4.8M |
SPOTSpotify Technology SA | $4.7M |
NVSNNovartis Ag | $4.7M |
IJKiShares S&P Mid-Cap 400 Growth | $4.7M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $4.7M |
PAYXPaychex Inc | $4.7M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $4.7M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $4.7M |
SGENEURSeattle Genetics Inc | $4.6M |
DDominion Resources Inc | $4.6M |
DGRWWisdomTree US Quality Dividend Gr ETF | $4.6M |
TYLTyler Technologies Inc | $4.5M |
APTVAptiv PLC | $4.5M |
AKAMAkamai Technologies Inc | $4.4M |
AQLTiShares iBonds Dec 2024 Term Muni Bond | $4.4M |
IAUiShares iBonds Dec 2025 Term Muni Bd ETF | $4.4M |
COPConocoPhillips | $4.3M |
NTRSNorthern Trust Corp | $4.3M |
SHOPShopify Inc | $4.3M |
SLBSchlumberger Ltd | $4.2M |
IYFIshares U S Financials Etf | $4.1M |
LUVSouthwest Airlines Co | $4.0M |
MGVVanguard Mega Cap Value ETF | $4.0M |
GMOLQGeneral Moly Inc | $4.0M |
BTEBaytex Energy Corp Com | $4.0M |
ABAllianceBernstein Holding LP | $3.9M |
GSGoldman Sachs Group Inc | $3.9M |
MDYSPDR S&P MidCap 400 ETF | $3.9M |
VMBSVanguard Mortgage-Backed Secs ETF | $3.9M |
RSPInvesco S&P 500 Equal Weight ETF | $3.8M |
PGRProgressive Corp | $3.8M |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | $3.8M |
BSCMUSDInvesco BulletShares 2022 Corp Bd ETF | $3.8M |
PNCPNC Financial Services Group Inc | $3.8M |
WDCWestern Digital Corp | $3.8M |
YUMCYum China Hldgs Inc Com | $3.8M |
DONSPDR Dow Jones Industrial Average ETF | $3.7M |
DYHTarget Corp | $3.7M |
EWLiShares MSCI Switzerland ETF | $3.7M |
CADEEURCadence Bancorp | $3.7M |
KIDSOrthoPediatrics Corp | $3.7M |
SRCLStericycle Inc | $3.6M |
—iShares iBonds Dec 2020 Term Corporate | $3.6M |
TPLUSDTexas Pacific Land Trust | $3.6M |
TJXTJX Companies Inc | $3.6M |
CSXCSX Corp | $3.6M |
GEGeneral Electric Co | $3.6M |