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 |
|---|---|
TRMBTrimble Inc | $3.5M |
ADSKAutodesk Inc | $3.5M |
JDJD.com Inc ADR | $3.5M |
XYZSquare Inc | $3.4M |
IDXXIDEXX Laboratories Inc | $3.4M |
ABGAmerisourceBergen Corp | $3.4M |
EWJiShares MSCI Japan | $3.4M |
RACEFerrari NV | $3.4M |
ORealty Income Corp | $3.4M |
IWRiShares Russell Mid-Cap | $3.4M |
QUALiShares MSCI USA Quality Factor ETF | $3.4M |
FTNTFortinet Inc | $3.3M |
DEMWisdomTree Emerging Markets High Div ETF | $3.3M |
GBDCGolub Capital Bdc Inc | $3.3M |
BSCKInvesco BulletShares 2020 Corp Bd ETF | $3.2M |
SHViShares Short Treasury Bond | $3.2M |
IDEViShares Core MSCI Intl Dev Mkts ETF | $3.2M |
EQC 6.5 PERP DEquity COMWTH 6.500 CONV | $3.2M |
DLNWisdomTree US LargeCap Dividend ETF | $3.2M |
NSYNICE Ltd | $3.2M |
IYJiShares US Industrials | $3.2M |
SLRCSolar Capital Ltd | $3.1M |
ERICTelefonaktiebolaget L M Ericsson | $3.1M |
GLPGGalapagos NV | $3.1M |
WBAWalgreen Boots Alliance Inc Com | $3.1M |
MGKVanguard Mega Cap Growth ETF | $3.1M |
IBDQiShares iBonds Dec 2025 Term Corp ETF | $3.1M |
IEIiShares 3-7 Year Treasury Bond ETF | $3.1M |
PSXPhillips 66 | $3.0M |
KAMOTortoise North American Pipeline | $3.0M |
EWCiShares MSCI Canada | $2.9M |
ICSHiShares Ultra Short-Term Bond ETF | $2.9M |
ELVAnthem Inc | $2.9M |
CFCF Industries Holdings Inc | $2.9M |
ALCAlcon Inc | $2.8M |
ALSAllstate Corp | $2.8M |
J2AWilldan Group Inc | $2.8M |
EWEdwards Lifesciences Corp | $2.8M |
ASMLASML Holding NV | $2.8M |
USBUS Bancorp | $2.8M |
IBDRiShares iBonds Dec 2026 Term Corp ETF | $2.7M |
CMFiShares California Muni Bond ETF | $2.7M |
DTDWisdomTree US Total Dividend ETF | $2.7M |
SPLVInvesco S&P 500 Low Volatility ETF | $2.7M |
EZUiShares MSCI Eurozone | $2.7M |
AZOAutoZone Inc | $2.7M |
RSPHInvesco S&P 500 Equal Wt Hlth Care ETF | $2.6M |
BCEBce Inc Com New | $2.6M |
LHXL3Harris Technologies Inc | $2.6M |
OSPNOneSpan Inc | $2.6M |
MCHPMicrochip Technology Inc | $2.6M |
SHYGiShares 0-5 Year High Yield Corp Bd ETF | $2.6M |
CLXClorox Co | $2.6M |
IBDSiShares iBonds Dec 2027 Term Corp ETF | $2.5M |
AREAlexandria Real Estate Equities Inc | $2.5M |
OTISOTIS Worldwide Corp-Wi | $2.5M |
SCHCSchwab International Small-Cap Eq ETF | $2.5M |
ENBEnbridge Inc Com | $2.5M |
SMLFiShares MSCI USA Small-Cap Mltfctr ETF | $2.5M |
SUBiShares Short-Term National Muni Bond | $2.5M |
IBDTiShares iBonds Dec 2028 Term Corp ETF | $2.4M |
TTENTotal Sa | $2.4M |
RSPNInvesco S&P 500 Equal Wt Indls ETF | $2.4M |
RSPSInvesco S&P 500 Eql Wt Cnsm Stapl ETF | $2.4M |
UNUSDUnilever NV | $2.4M |
LQDHiShares Interest Rate Hedged Corp Bd ETF | $2.4M |
XELXcel Energy Inc | $2.4M |
RSPFInvesco S&P 500 Equal Weight Fincl ETF | $2.4M |
IBDUISHARES IBONDS DEC 2029 TERM ETF | $2.4M |
7HPHP Inc | $2.4M |
SLViShares Silver Trust | $2.3M |
EFGiShares MSCI EAFE Growth ETF | $2.3M |
WPCW.P. Carey Inc | $2.3M |
ZBHZimmer Biomet Holdings Inc | $2.3M |
SLYGSPDR S&P 600 Small Cap Growth ETF | $2.3M |
FBTFirst Trust NYSE Arca Biotech ETF | $2.3M |
VRSNVeriSign Inc | $2.3M |
XNEAXNuveen AMT-Free Quality Muni Inc | $2.3M |
BRK-BBerkshire Hathaway Inc A | $2.2M |
DOLWisdomTree International LargeCp Div ETF | $2.2M |
RSPUInvesco S&P 500 Equal Weight Utilts ETF | $2.2M |
NSCNorfolk Southern Corp | $2.2M |
GWWW.W. Grainger Inc | $2.2M |
RPMRPM International Inc | $2.2M |
ATVIEURActivision Blizzard Inc | $2.2M |
—Nuveen Enhanced Muni Value | $2.1M |
BANXStoneCastle Financial Corp | $2.1M |
VIGIVanguard Intl Div Apprec ETF | $2.1M |
AOMiShares Core Moderate Allocation ETF | $2.1M |
IYY*iShares Dow Jones US ETF | $2.1M |
DOVDover Corp | $2.1M |
RGLDRoyal Gold Inc | $2.1M |
TDOCTeladoc Health Inc | $2.1M |
AG8Agilent Technologies Inc | $2.1M |
VOTVanguard Mid-Cap Growth ETF | $2.1M |
IBBiShares Nasdaq Biotechnology | $2.1M |
ADIAnalog Devices Inc | $2.0M |
RFRegions Financial Corp | $2.0M |
ELSEquity Lifestyle Properties Inc | $2.0M |
CWBSPDR Blmbg Barclays Convert Secs ETF | $2.0M |