UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$15.5B
Holdings
1,350
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (1,350 positions)
| Stock | Value |
|---|---|
EQNREquinor Asa Sponsored Adr | $482K |
NSZNetScout Systems Inc | $480K |
LLoews Corp | $478K |
FXLFirst Trust Technology AlphaDEX ETF | $478K |
CEF/USprott Physical Gold and Silver Trust | $478K |
UTHUnited Therapeutics Corp | $476K |
WBKWestpac Banking Corp | $474K |
AWCAmerican Water Works Co Inc | $474K |
GALSPDR SSgA Global Allocation ETF | $472K |
FASTFastenal Co | $470K |
EWQiShares MSCI France ETF | $468K |
PDPInvesco DWA Momentum ETF | $466K |
0VVBViacomcbs Cl B Ord | $464K |
CMSCMS Energy Corp | $464K |
XRAYDentsply Sirona Inc Com | $462K |
XJQCXNuveen Credit Strategies Income | $462K |
TDIVFirst Trust NASDAQ Technology Div ETF | $461K |
HCAHCA Holdings Inc | $456K |
GLADUSDGladstone Capital Corp | $452K |
AMHAmerican Homes 4 Rent | $451K |
TGNATegna Inc | $450K |
FCVTFirst Trust SSI Strat Convert Secs ETF | $448K |
VOOGVanguard S&P 500 Growth ETF | $447K |
KBIAKB Financial Group Inc | $447K |
MPLXMPLX LP Partnership Units | $447K |
CGCCanopy Growth Corp | $444K |
ROLRollins Inc | $444K |
SLQDiShares 0-5 Year Invmt Grade Corp Bd ETF | $442K |
MFCManulife Financial Corp | $441K |
SUSuncor Energy Inc | $440K |
HSICHenry Schein Inc | $439K |
QEFASPDR MSCI EAFE StrategicFactors ETF | $439K |
SPYXSPDR S&P 500 Fossil Fuel Rsrv Free ETF | $431K |
AALAmerican Airlines Group Inc | $430K |
ETREntergy Corp | $429K |
DHSWisdomTree US High Dividend ETF | $425K |
LLLumber Liquidators Holdings Inc | $421K |
—Eldorado Resorts Inc | $421K |
PMBSPIMCO Investment Grade Corporate Bd ETF | $417K |
AIZAssurant Inc | $416K |
PRFInvesco FTSE RAFI US 1000 ETF | $410K |
ONEYSPDR Russell 1000 Yield Focus ETF | $409K |
VACMarriott Vacations Worldwide Corp | $407K |
NPFINuveen Pref & Income Securities Fund | $405K |
ICADUSDicad Inc | $404K |
VSGXVanguard ESG International Stock ETF | $403K |
NINiSource Inc | $400K |
LNTAlliant Energy Corp | $400K |
TXTTextron Inc | $399K |
ONEVSPDR Russell 1000 Low Vol Foc ETF | $397K |
BBVABanco Bilbao Vizcaya Argentaria SA ADR | $396K |
SGOLABERDEEN PHYSICAL SWISS GOLD ETF | $395K |
TRPTC Energy Corpcom | $394K |
MDBMongodb Inc Cl A | $392K |
INGING Groep NV | $388K |
ESEversource Energy | $387K |
IQDFFlexShares Intl Qual Div ETF | $381K |
RFDIFirst Trust RiverFront Dyn Dev Intl ETF | $378K |
HSYThe Hershey Co | $378K |
—Voya Natural Resources Equity Income | $376K |
CFGCitizens Financial Group Inc | $376K |
PTYPIMCO Corporate & Income Opps | $374K |
XLGIXLazard Glb Total Return & Income | $372K |
ENOBGBPEnochian BioSciences Inc | $371K |
WTWWillis Towers Watson Public Limited Company Shs | $370K |
WPPWPP PLC | $369K |
AMGAffiliated Managers Group Inc | $367K |
ALRMAlarm.com Holdings Inc | $366K |
TREXTrex Co Inc | $364K |
WTPIWisdomTree CBOE S&P500 PutWriteStrat ETF | $363K |
UAUnder Armour Inc C | $361K |
CITCintas Corp | $360K |
AMXNAmerica Movil SAB de CV | $360K |
BMY-RBRISTOL MYERS SQUIBB CONTINGENT RTS | $359K |
IVOOVanguard S&P Mid-Cap 400 ETF | $359K |
MLKNHerman Miller Inc | $356K |
IHDVoya Emerging Markets High Dividend Eq | $356K |
HOMBHome BancShares Inc | $353K |
CAGConagra Brands Inc | $352K |
HYMBSPDR Nuveen S&P High Yield Muni Bd ETF | $351K |
PSFCohen & Steers Select Pref & Income | $351K |
TDTTFlexShares iBoxx 3Yr Target Dur TIPS ETF | $351K |
PHOInvesco Water Resources ETF | $349K |
CLFDClearfield Inc | $349K |
FBINFortune Brands Home & Security Inc | $348K |
CPBCampbell Soup Co | $348K |
HRLHormel Foods Corp | $347K |
LNCLincoln National Corp | $346K |
PBSInvesco Dynamic Credit Opps | $345K |
PXFInvesco FTSE RAFI Dev Mkts ex-US ETF | $343K |
CHTChunghwa Telecom Co Ltd | $343K |
FEFirstEnergy Corp | $342K |
BIVVanguard Intermediate-Term Bond ETF | $339K |
ITTITT Inc | $338K |
KBAKraneShares Bosera MSCI China A ETF | $338K |
LKFNLakeland Financial Corp | $337K |
PBRPetroleo Brasileiro SA | $337K |
TOTLSPDR DoubleLine Total Return Tact ETF | $332K |
TAKTakeda Pharmaceutical Co Ltd | $332K |
REGNRegeneron Pharmaceuticals Inc | $332K |