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
DELLDell Technologies Inc
$868K
CMGChipotle Mexican Grill Inc Class A
$866K
NUENucor Corp
$863K
RWXSPDR Dow Jones International RelEst ETF
$852K
MEARiShares Short Maturity Municipal Bd ETF
$848K
VTIPVanguard Short-Term Infl-Prot Secs ETF
$847K
ESSEssex Property Trust Inc
$841K
EFViShares MSCI EAFE Value
$834K
NVCRNovoCure Ltd
$831K
SBACSBA Communications Corp
$830K
FIXDFirst Trust TCWOpportunistic Fxd Inc ETF
$828K
MTBM&T Bank Corp
$822K
ACADACADIA Pharmaceuticals Inc
$821K
VAWVanguard Materials ETF
$815K
ABXBarrick Gold Corp
$815K
VMWEURVMware Inc
$811K
BXPBoston Properties Inc
$807K
BKHBlack Hills Corp
$807K
NTRNutrien Ltd
$804K
PCYPowershares Emrg Mkts
$802K
SWSSmith & Wesson Brands Inc
$798K
SNAPSnap Inc Cl A
$798K
PBCTEURPeople's United Financial Inc
$798K
CSTKInvesco S&P 500 Downside Hedged ETF
$791K
AVDAmerican Vanguard Corp
$788K
GWXSPDR S&P International Small Cap ETF
$786K
RMEResMed Inc
$783K
CNRCanadian National Railway Co
$779K
CTXSEURCitrix Systems Inc
$778K
AMHAmerican Homes 4 Rent
$776K
QQLVInvesco BulletShares 2023 HY Corp Bd ETF
$767K
FITBFifth Third Bancorp
$766K
HPHelmerich & Payne Inc
$764K
BIGGQBig Lots Inc
$761K
PHYS/USprott Physical Gold Trust
$761K
WRLDWorld Acceptance Corp
$760K
AQLTiShares US Healthcare Providers
$757K
OSKOshkosh Corp
$750K
DAIOData IO Corp
$750K
DRIDarden Restaurants Inc
$748K
GPCGenuine Parts Co
$742K
FXOFirst Trust Financials AlphaDEX ETF
$742K
FAIFirst Trust Dorsey Wright Focus 5 ETF
$741K
DGROiShares Core Dividend Growth ETF
$736K
BSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF
$733K
WDWalker & Dunlop Inc
$723K
ICADUSDicad Inc
$722K
KSUEURKansas City Southern
$716K
AYIAcuity Brands Inc
$715K
VFHVanguard Financials ETF
$714K
EWUiShares MSCI United Kingdom
$713K
RWRSPDR Dow Jones REIT ETF
$711K
MRNAModerna Inc
$704K
FT2First Horizon National Corp
$703K
FIBKFirst Interstate BancSystem Inc
$700K
MNSTMonster Beverage Corp
$697K
ROLRollins Inc
$693K
SMARGBPSmartsheet Inc Class A
$692K
KRCKilroy Realty Corp
$689K
DWDMorgan Stanley
$687K
MASMasco Corp
$683K
EGBNEagle Bancorp Inc
$682K
TTTrane Technologies PLC
$681K
LHCGUSDLHC Group Inc
$681K
FASTFastenal Co
$678K
CBNKCapital Bancorp Inc/MD
$671K
BSJPInvesco BulletShares 2025 HY Corp Bd ETF
$671K
PSAPublic Storage
$665K
TELTE Connectivity Ltd
$663K
UCONFirst Trust TCW Unconstrained Pls Bd ETF
$662K
VFCVF Corp
$657K
IUSBiShares Core Total USD Bond Market ETF
$657K
BSJQInvesco BulletShares 2026 HY Corp Bd ETF
$656K
GPNGlobal Payments Inc
$656K
CINFCincinnati Financial Corp
$651K
IWCiShares Micro-Cap
$645K
SPHQInvesco S&P 500 Quality ETF
$640K
0VVBViacomcbs Cl B Ord
$626K
SCHWCharles Schwab Corp
$626K
STTState Street Corporation
$625K
ILTBiShares Core 10 Year USD Bond ETF
$625K
ZIONZions Bancorp NA
$616K
ABJAABB Ltd
$613K
NTAPNetApp Inc
$608K
SLQDiShares 0-5 Year Invmt Grade Corp Bd ETF
$608K
IYMiShares US Basic Materials
$605K
CUBECubeSmart
$604K
ON1Old National Bancorp
$604K
RCLRoyal Caribbean Group
$600K
VNOVornado Realty Trust
$595K
DTEDTE Energy Co
$594K
ESGUiShares ESG Aware MSCI USA ETF
$593K
AAPLApple Inc
$593K
SBRSabine Royalty Trust
$593K
DFSEURDiscover Financial Services
$593K
BWXSPDR Blmbg Barclays Intl Trs Bd ETF
$591K
MBCNMiddlefield Banc Corp
$591K
HALHalliburton Co
$586K
OHIOmega Healthcare Investors Inc
$585K
AEEAmeren Corp
$583K
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