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)

StockValue
ASMLASML Holding NV
$19.1M
IUSViShares Core S&P US Value ETF
$19.0M
VCSHVanguard Short-Term Corporate Bond ETF
$19.0M
NOCNorthrop Grumman Corp
$19.0M
SPTMSPDR Portfolio Total Stock Market ETF
$18.8M
VPLVanguard FTSE Pacific ETF
$18.8M
LAMRLamar Advertising Co
$18.6M
LVLNSPDR S&P Regional Banking ETF
$18.6M
VVVanguard Large-Cap ETF
$18.6M
IUSGIshares Core U S Growth Etf
$18.5M
EZUiShares MSCI Eurozone
$18.4M
EWJiShares MSCI Japan
$18.3M
EWUiShares MSCI United Kingdom
$18.3M
GISGeneral Mills Inc
$18.2M
MPCMarathon Petroleum Corp
$18.0M
TAPMolson Coors Brewing Co B
$18.0M
LYBLyondellBasell Industries NV
$17.9M
GRFSGrifols SA
$17.9M
SOXXiShares PHLX Semiconductor ETF
$17.8M
8CWCrown Castle International Corp
$17.7M
RJFRaymond James Financial Inc
$17.7M
TLTIshares 20 Plus Year Treasury Bond Etf
$17.5M
IEURiShares Core MSCI Europe ETF
$17.4M
JECUSDJacobs Engineering Group Inc
$17.3M
COFCapital One Financial Corp
$17.3M
FQIDigital Realty Trust Inc
$16.9M
PWBInvesco Dynamic Large Cap Growth ETF
$16.8M
CLColgate-Palmolive Co
$16.8M
EPPiShares MSCI Pacific ex Japan
$16.6M
HDBHDFC Bank Ltd
$16.4M
BSJM1EURInvesco BulletShares 2022 HY Corp Bd ETF
$16.2M
GVIiShares Intermediate Govt/Crdt Bd ETF
$15.9M
CBChubb Ltd
$15.9M
DEDeere & Co
$15.9M
GSKGlaxoSmithKline PLC ADR
$15.8M
SPDWSPDR Portfolio Developed Wld ex-US ETF
$15.8M
TRVCCitigroup Inc
$15.7M
RELXRelx Plc American Depositary Shares
$15.3M
ADBEAdobe Systems Inc
$15.3M
ITBiShares US Home Construction
$15.3M
MCDMcDonald's Corp
$15.2M
VMWEURVMware Inc
$15.2M
VNOVornado Realty Trust
$15.1M
EXPEExpedia Inc
$15.0M
AFLAflac Inc
$14.8M
DONWisdomTree US MidCap Dividend ETF
$14.7M
VXUSVanguard Total International Stock ETF
$14.7M
AEPAmerican Electric Power Co Inc
$14.7M
RDS/ARoyal Dutch Shell PLC
$14.1M
R6C2Royal Dutch Shell PLC
$14.0M
YUMYum Brands Inc
$13.9M
PRUPrudential Financial Inc
$13.9M
VEUVanguard FTSE All-World ex-US ETF
$13.8M
GIB/ACGI Inc
$13.8M
GQ9SPDR Gold Shares
$13.7M
QQLVInvesco BulletShares 2023 HY Corp Bd ETF
$13.5M
BSJOInvesco BulletShares 2024 High Yield Corporate Bond ETF
$13.5M
ULUnilever PLC ADR
$13.5M
ECLEcolab Inc
$13.3M
TTENTotal Sa
$13.2M
TFCTruist Finl Corp Com
$13.2M
LVSLas Vegas Sands Corp
$13.0M
CHKPCheck Point Software Technologies Ltd
$12.8M
DVYEiShares Emerging Markets Dividend ETF
$12.8M
EEMViShares Edge MSCI Min Vol Emerging Mkts ETF
$12.8M
WEPMagellan Midstream Partners LP
$12.8M
IDXXIDEXX Laboratories Inc
$12.7M
SMLVSPDR SSGA US Small Cap Low Volatil ETF
$12.6M
NEENextEra Energy Inc
$12.6M
SLBSchlumberger Ltd
$12.5M
BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF
$12.5M
CATCaterpillar Inc
$12.5M
CAJPYCanon Inc
$12.3M
WATWaters Corp
$12.3M
IPACiShares Core MSCI Pacific ETF
$12.2M
BSJQInvesco BulletShares 2026 HY Corp Bd ETF
$12.2M
CWBSPDR Blmbg Barclays Convert Secs ETF
$12.2M
NVDANVIDIA Corp
$12.2M
FLT1EURFleetcor Technologies Inc
$12.1M
CAECae Inc Com
$12.1M
IWPiShares Russell Mid-Cap Growth ETF
$12.1M
HONHoneywell International Inc
$12.0M
BSJPInvesco BulletShares 2025 HY Corp Bd ETF
$12.0M
AIGAmerican International Group Inc
$12.0M
BIPBrookfield Infrastructure Partners LP
$11.9M
VOOVanguard 500 ETF
$11.7M
HEFAiShares Currency Hedged MSCI EAFE
$11.6M
BABAAlibaba Group Holding Ltd ADR
$11.6M
BXMTBlackstone Mortgage Trust Inc A
$11.5M
FDSFactSet Research Systems Inc
$11.5M
ICLRIcon PLC
$11.4M
IWBiShares Russell 1000
$11.4M
PHParker Hannifin Corp
$11.3M
GOODGladstone Commercial Corp
$11.2M
NEARiShares Short Maturity Bond ETF
$11.1M
FISVFiserv Inc
$11.0M
VOVanguard Mid-Cap ETF
$11.0M
FFIVF5 Networks Inc
$10.9M
MARMarriott International Inc
$10.9M
EEMiShares MSCI Emerging Markets
$10.9M
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