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 |
|---|---|
KHCThe Kraft Heinz Co | $2.0M |
NXPNuveen Select TaxFree Income | $2.0M |
CMICummins Inc | $2.0M |
NVROEURNevro Corp | $2.0M |
STIPiShares 0-5 Year TIPS Bond ETF | $1.9M |
LITELumentum Holdings Inc | $1.9M |
—Nuveen Select TaxFree Income 2 | $1.9M |
PIIPolaris Inc | $1.9M |
IYKiShares US Consumer Goods | $1.9M |
MPCMarathon Petroleum Corp | $1.9M |
EPPiShares MSCI Pacific ex Japan | $1.9M |
IYGiShares US Financial Services ETF | $1.9M |
VHTVanguard Health Care ETF | $1.9M |
DALDelta Air Lines Inc | $1.9M |
INVHInvitation Homes Inc | $1.9M |
PXDEURPioneer Natural Resources Co | $1.9M |
TRVThe Travelers Companies Inc | $1.9M |
SCZiShares MSCI EAFE Small-Cap | $1.9M |
NBISYandex NV | $1.9M |
NADNuveen Quality Muni Income Fund | $1.9M |
SNYSanofi | $1.9M |
ICEIntercontinental Exchange Inc | $1.9M |
FCORFidelity Corporate Bond ETF | $1.8M |
HASHasbro Inc | $1.8M |
JACKJack In The Box Inc | $1.8M |
AONAon PLC | $1.8M |
WECWecenergy Group Inc | $1.8M |
BONDPIMCO Active Bond ETF | $1.8M |
KOCoca-Cola Co | $1.8M |
SLYVSPDR S&P 600 Small Cap Value ETF | $1.8M |
CTVACorteva Inc com | $1.8M |
SPGSimon Property Group Inc | $1.8M |
CGThe Carlyle Group Inc | $1.8M |
EDConsolidated Edison Inc | $1.8M |
XMLVInvesco S&P MidCap Low Volatility ETF | $1.8M |
VTHRVanguard Russell 3000 ETF | $1.8M |
ETEnergy Transfer Equity LP | $1.8M |
IAUUSDiShares Gold Trust | $1.8M |
JPUSJPMorgan Diversified Return US Eq ETF | $1.7M |
SRPTSarepta Therapeutics Inc | $1.7M |
APOEURApollo Global Management Inc | $1.7M |
BKNGBooking Hldgs Inc | $1.7M |
ASNDAscendis Pharma A/S | $1.7M |
IGViShares Expanded Tech-Software Sect ETF | $1.7M |
VPUVanguard Utilities ETF | $1.7M |
SRESempra Energy | $1.7M |
BPBP PLC ADR | $1.7M |
RDYDr Reddy's Laboratories Ltd | $1.7M |
DVOLFirstTrustDorseyWrightMomt&LwVolatil ETF | $1.7M |
CONECyrusOne Inc | $1.7M |
ELThe Estee Lauder Companies Inc Class A | $1.6M |
WNSNWNS (Holdings) Ltd | $1.6M |
WPMWheaton Precious Metals Corp | $1.6M |
VOEVanguard Mid-Cap Value ETF | $1.6M |
EQREquity Residential | $1.6M |
GLWCorning Inc | $1.6M |
TFISPDR Nuveen Blmbg Barclays Muni Bd ETF | $1.6M |
TGTXTG Therapeutics Inc | $1.6M |
BENFranklin Resources Inc | $1.6M |
AGGYWisdomTree Yield Enhanced US Aggt Bd ETF | $1.6M |
WELLWelltower Inc Com | $1.6M |
QTECFirst Trust NASDAQ-100-Tech Sector ETF | $1.6M |
WMWaste Management Inc | $1.6M |
WITWipro Ltd | $1.6M |
DLSWisdomTree International SmallCp Div ETF | $1.6M |
AMATApplied Materials Inc | $1.6M |
BAMBrookfield Asset Management Inc Class A | $1.5M |
DREUSDDuke Realty Corp | $1.5M |
IDUiShares US Utilities | $1.5M |
SHWSherwin-Williams Co | $1.5M |
CSTLCastle Biosciences Inc | $1.5M |
RDS/ARoyal Dutch Shell PLC | $1.5M |
SUSAiShares MSCI USA ESG Select ETF | $1.5M |
CNCCentene Corp | $1.5M |
IPInternational Paper Co | $1.5M |
CARRCarrier Global Corp-Wi | $1.5M |
SPSBSPDR Portfolio Short Term Corporate Bond ETF | $1.5M |
RCI/BRogers Communications Inc | $1.5M |
BSJM1EURInvesco BulletShares 2022 HY Corp Bd ETF | $1.4M |
INCYIncyte Corp | $1.4M |
IWSiShares Russell Mid-Cap Value ETF | $1.4M |
QAIIQ Hedge Multi-Strategy Tracker ETF | $1.4M |
INFYInfosys Ltd | $1.4M |
LVLNSPDR S&P Regional Banking ETF | $1.4M |
LYBLyondellBasell Industries NV | $1.4M |
EGPEastGroup Properties Inc | $1.4M |
FNVFranco-Nevada Corp | $1.4M |
BMRNBiomarin Pharmaceutical Inc | $1.4M |
FVDFirst Trust Value Line Dividend ETF | $1.4M |
CRWDCrowdStrike Holdings Inc | $1.4M |
ZTSZoetis Inc | $1.4M |
ARKKARK Innovation ETF | $1.4M |
SPYSPDR S&P 500 ETF | $1.3M |
TPRTapestry Inc | $1.3M |
CICigna Corp | $1.3M |
QCRHQCR Holdings Inc | $1.3M |
FTVFortive Corp Com | $1.3M |
BAXBaxter International Inc | $1.3M |
VTEBVanguard Tax-Exempt Bond ETF | $1.3M |
SONSonoco Products Co | $1.3M |