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 |
|---|---|
BSJKInvesco BulletShares 2020 HY Corp Bd ETF | $34.8M |
SAPSAP SE ADR | $33.8M |
XLUSelect Sector Spdr Trust The Utilities Select Sector Spdr Trust | $33.5M |
AMTAmerican Tower Corp | $33.0M |
MRKMerck & Co Inc | $32.5M |
BIIBBiogen Inc | $31.8M |
GILDGilead Sciences Inc | $31.7M |
TMOThermo Fisher Scientific Inc | $31.4M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $31.3M |
MUBiShares National Muni Bond ETF | $31.1M |
WFCWells Fargo & Co | $30.9M |
CERNCHFCerner Corp | $30.4M |
SCHASchwab US Small-Cap ETF | $30.2M |
BACBank of America Corporation | $29.5M |
FDNFirst Trust Dow Jones Internet ETF | $29.4M |
FLOTiShares Floating Rate Bond ETF | $29.2M |
LOWLowe's Companies Inc | $28.8M |
AVGOBroadcom Inc Com | $28.6M |
BSJLInvesco BulletShares 2021 HY Corp Bd ETF | $28.5M |
VWOVanguard FTSE Emerging Markets ETF | $28.5M |
HFROHighland Income Fund | $28.4M |
KMIKinder Morgan Inc P | $28.1M |
WABWestinghouse Air Brake Technologies Corp | $27.9M |
UNHUnitedHealth Group Inc | $27.6M |
CSXCSX Corp | $27.5M |
DESWisdomTree SmallCap Dividend ETF | $27.5M |
MIC2EURMacquarie Infrastructure Corp | $27.4M |
ACWIiShares MSCI ACWI | $27.0M |
FDRRFidelity Dividend ETF for Rising Rates | $27.0M |
SYFSynchrony Financial | $26.9M |
IWFiShares Russell 1000 Growth | $26.8M |
EXPDExpeditors International of Washington Inc | $26.7M |
FISFidelity National Information Services Inc | $26.6M |
XPOXPO Logistics Inc | $26.6M |
IWDiShares Russell 1000 Value | $26.3M |
CHRWC.H. Robinson Worldwide Inc | $25.9M |
AJGArthur J. Gallagher & Co | $25.9M |
ITWIllinois Tool Works Inc | $25.8M |
SPABSPDR Portfolio Aggregate Bond ETF | $25.8M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $25.7M |
SHYiShares 1-3 Year Treasury Bond | $25.6M |
VIGVanguard Dividend Appreciation ETF | $25.3M |
IXUSiShares Core MSCI Total Intl Stk ETF | $25.2M |
THOThor Industries Inc | $25.2M |
SCHOSchwab Short-Term US Treasury ETF | $25.1M |
SOSouthern Co | $25.0M |
ETNEaton Corp PLC | $24.9M |
XLNXEURXilinx Inc | $24.9M |
WBAWalgreen Boots Alliance Inc Com | $24.7M |
ROSTRoss Stores Inc | $24.7M |
KOCoca-Cola Co | $24.3M |
EMBiShares JPMorgan USD Emerg Markets Bond | $24.2M |
IWViShares Russell 3000 | $24.1M |
IAGGiShares Core International Aggt Bd ETF | $23.9M |
PFFiShares Preferred&Income Securities ETF | $23.9M |
SDOGALPS Sector Dividend Dogs ETF | $23.8M |
CTSHCognizant Technology Solutions Corp A | $23.8M |
PFEPfizer Inc | $23.7M |
LEALear Corp | $23.7M |
JNKSPDR Blmbg Barclays High Yield Bd ETF | $23.5M |
AXPAmerican Express Co | $23.1M |
OKEONEOK Inc | $23.0M |
BALLBall Corp | $22.8M |
EPDEnterprise Products Partners LP | $22.8M |
EMREmerson Electric Co | $22.8M |
DGDollar General Corp | $22.5M |
VBVanguard Small-Cap ETF | $22.5M |
STESTERIS PLC | $22.5M |
SPEMSPDR S&P Emerging Markets ETF | $22.5M |
RSGRepublic Services Inc | $22.3M |
PEYInvesco High Yield Eq Div Achiev ETF | $22.2M |
SHWSherwin-Williams Co | $22.2M |
NDAQNasdaq Inc | $22.2M |
CLXClorox Co | $22.0M |
LMTLockheed Martin Corp | $21.7M |
BSVVanguard Short-Term Bond ETF | $21.6M |
COPConocoPhillips | $21.5M |
MDLZMondelez International Inc Class A | $21.4M |
TIPiShares TIPS Bond | $21.3M |
GBCIGlacier Bancorp Inc | $21.2M |
OXYOccidental Petroleum Corp | $21.1M |
JKHYJack Henry & Associates Inc | $20.9M |
SPYVSPDR Portfolio S&P 500 Value ETF | $20.8M |
UPSUnited Parcel Service Inc Class B | $20.8M |
IYWIshares U S Technology Etf | $20.8M |
EWLiShares MSCI Switzerland ETF | $20.8M |
ISRGIntuitive Surgical Inc | $20.6M |
TRI4EURThomson Reuters Corp Com | $20.6M |
CPRTCopart Inc | $20.6M |
—IHS Markit Ltd A | $20.6M |
SCHMSchwab US Mid-Cap ETF | $20.4M |
SPYGSPDR S&P 500 Growth | $20.3M |
TSCOTractor Supply Co | $20.0M |
SNASnap-on Inc | $20.0M |
EWCiShares MSCI Canada | $20.0M |
PBProsperity Bancshares Inc | $19.8M |
AQLTiShares Select Dividend | $19.6M |
OEFiShares S&P 100 | $19.6M |
FNDCSchwab Fundamental Intl Sm Co ETF | $19.5M |
HUMHumana Inc | $19.4M |