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 |
|---|---|
HIIHuntington Ingalls Industries Inc | $251K |
SNNSmith & Nephew PLC | $250K |
CRCCanadian Natural Resources Ltd | $250K |
RWOSPDR Dow Jones Global Real Estate ETF | $250K |
LSXMKUSDLiberty SiriusXM Group | $249K |
XLREReal Estate Select Sector SPDR | $249K |
S76STORE Capital Corp | $249K |
SMMViShares Edge MSCI Min Vol USA Sm-Cp ETF | $249K |
FTSFortis Inc | $249K |
MRO*Marathon Oil Corp | $247K |
AKXAnsys Inc | $246K |
CECelanese Corp | $245K |
MXIMMaxim Integrated Products Inc | $245K |
EAElectronic Arts Inc | $245K |
PNRPentair PLC | $244K |
ALBAlbemarle Corp | $243K |
EFXEquifax Inc | $243K |
HNIHNI Corp | $243K |
CUTInvesco MSCI Global Timber ETF | $241K |
FBSSFauquier Bankshares Inc | $241K |
SCHISCHWAB 5 10 YEAR CORP BOND ETF | $240K |
ALLEAllegion PLC | $238K |
—HSBC Holdings PLC | $238K |
WENThe Wendy's Co | $238K |
ATOAtmos Energy Corp | $238K |
PSCHInvesco S&P SmallCap Health Care ETF | $235K |
AEISAdvanced Energy Industries Inc | $235K |
FDLFirst Trust Morningstar Div Leaders ETF | $235K |
—GRIFFIN INDUSTRIAL REALTY INC COM | $234K |
GABCGerman American Bancorp | $233K |
BOKFBOK Financial Corp | $231K |
BKRBaker Hughes Co | $231K |
SEESealed Air Corp | $230K |
TSTenaris SA ADR | $227K |
ILCBiShares Morningstar Large-Cap ETF | $227K |
IXGiShares Global Financials ETF | $226K |
MFGMizuho Financial Group Inc | $225K |
UEUrban Edge Properties | $225K |
ADMArcher-Daniels Midland Co | $225K |
BHCBausch Health Companies Inc | $224K |
FXGFirst Trust Cnsmr Staples AlphaDEX ETF | $223K |
LBRDKLiberty Broadband Corp | $220K |
GHGuardant Health Inc | $218K |
TEAMAtlassian Corporation PLC | $218K |
—Innovator Lunt Low Vol/High Beta Tact | $217K |
LYFTLyft Inc | $217K |
ESGDiShares ESG MSCI EAFE ETF | $215K |
EWAiShares MSCI Australia | $214K |
CDNSCadence Design Systems Inc | $214K |
IBNICICI Bank Ltd | $213K |
MDYGSPDR S&P 400 Mid Cap Growth ETF | $213K |
—Cypress Semiconductor Corp | $211K |
—iShares iBonds Mar 2020 Term Corp ETF | $211K |
LKQ1LKQ Corp | $210K |
FEXFirst Trust Large Cap Core AlphaDEX ETF | $210K |
MAINMain Street Capital Corp | $210K |
SBIOALPS Medical Breakthroughs ETF | $209K |
BOTZGlobal X Robotics & Artfcl Intllgnc ETF | $209K |
IMTBiShares Core 5-10 Year USD Bond ETF | $208K |
SLYSPDR S&P 600 Small Cap ETF | $208K |
FCOMFidelity MSCI Communication ServicesETF | $207K |
PACWUSDPacWest Bancorp | $207K |
AORiShares Core Growth Allocation ETF | $206K |
IAA-WUSDIAA Inc | $205K |
SEDGSolarEdge Technologies Inc | $204K |
CIKCredit Suisse Group AG | $203K |
SPYMSPDR Portfolio Large Cap ETF | $203K |
PDTJH Premium Dividend Fund | $203K |
FLTBFidelity Limited Term Bond ETF | $203K |
SHGShinhan Financial Group Co Ltd | $202K |
HIGThe Hartford Financial Services Group Inc | $202K |
BF/ABrown-Forman Corp | $201K |
HYDVanEck Vectors High-Yield Municipal ETF | $200K |
OSVEURVanEck Vectors Oil Services ETF | $198K |
—BlackRock MuniYield CA | $198K |
IVREURInvesco Mortgage Capital Inc | $197K |
NZFNuveen Municipal Credit Income | $196K |
TELFYTelefonica Sa | $188K |
SNAPSnap Inc Cl A | $186K |
BPYBrookfield Property Partners LP | $185K |
—Atlantic Capital Bancshares Inc | $184K |
PHKPIMCO High Income | $183K |
MUCBlackRock MuniHoldings CA Qty | $182K |
CSQCalamos Strategic Total Return | $182K |
EHIWestern Asset Global High Inc | $181K |
AGIAlamos Gold Inc | $181K |
FEYECHFFireEye Inc | $177K |
XAWFXAllianceBernstein Glb High Inc | $176K |
TECK/BTeck Resources Ltd | $176K |
ITUBItau Unibanco Holding SA | $175K |
AXUAlexco Resource Corp | $174K |
AMCRAmcor PLC | $173K |
ETVEV Tax-Managed Buy-Write Opps | $167K |
CDXSCodexis Inc | $165K |
EIMEV Municipal Bond | $165K |
—Nuveen GA Quality Muni Inc | $162K |
STLAFiat Chrysler Automobiles NV | $158K |
NMRNomura Holdings Inc | $151K |
NMINuveen Municipal Income | $149K |
FCTFirst Trust Senior FR Income II | $149K |