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 |
|---|---|
IWOiShares Russell 2000 Growth | $10.8M |
JPSTJPMorgan Ultra-Short Income ETF | $10.7M |
4I1Philip Morris International Inc | $10.7M |
CNCCentene Corp | $10.7M |
TMUST-Mobile US Inc | $10.6M |
CBSHCommerce Bancshares Inc | $10.6M |
DOWDow Inc | $10.6M |
ROPRoper Technologies Inc | $10.4M |
MDUMDU Resources Group Inc | $10.3M |
VGKVanguard FTSE Europe ETF | $10.3M |
SONYSony Corp | $10.1M |
VAREURVarian Medical Systems Inc | $9.9M |
SHYGiShares 0-5 Year High Yield Corp Bd ETF | $9.8M |
IYMiShares US Basic Materials | $9.8M |
AVLRUSDAvalara Inc | $9.7M |
NFLXNetflix Inc | $9.5M |
VWOBVanguard Emerging Mkts Govt Bd ETF | $9.3M |
RTN1USDRaytheon Co | $9.3M |
SUBiShares Short-Term National Muni Bond | $9.1M |
AIGAmerican International Group Inc | $9.1M |
DDDuPont de Nemours Inc | $8.9M |
OBDCOWL ROCK CAPITAL ORD | $8.9M |
ISTBiShares Core 1-5 Year USD Bond ETF | $8.9M |
CADEEURCadence Bancorp | $8.7M |
VCITVanguard Intermediate-Term Corp Bd ETF | $8.7M |
LPLALPL Financial Holdings Inc | $8.6M |
USBUS Bancorp | $8.4M |
KMXCarMax Inc | $8.4M |
LLYEli Lilly and Co | $8.3M |
NUVNuveen Municipal Value | $8.3M |
NOWServiceNow Inc | $8.3M |
ILMNIllumina Inc | $8.2M |
RYRoyal Bank of Canada | $8.1M |
NUENucor Corp | $8.0M |
CRMSalesforce.com Inc | $7.9M |
CMCSAComcast Corp Class A | $7.9M |
ACWViShares Edge MSCI Min Vol Global | $7.8M |
MOAltria Group Inc | $7.8M |
IYHiShares U.S. Healthcare ETF | $7.8M |
SCHDSchwab US Dividend Equity ETF | $7.7M |
GEGeneral Electric Co | $7.7M |
TMToyota Motor Corporation Ads | $7.7M |
TSLATesla Motors Inc | $7.6M |
DALDelta Air Lines Inc | $7.6M |
BXBlackstone Group LP | $7.5M |
APDAir Products & Chemicals Inc | $7.5M |
AYAtlantica yield plc | $7.5M |
SRLNSPDR Blackstone / GSO Senior Loan ETF | $7.5M |
WPCW.P. Carey Inc | $7.5M |
PLDPrologis Inc | $7.4M |
KMBKimberly-Clark Corp | $7.3M |
SHViShares Short Treasury Bond | $7.3M |
IRMIron Mountain Inc | $7.3M |
GBDCGolub Capital BDC Inc | $7.2M |
BNDVanguard Total Bond Market ETF | $7.2M |
WMBWilliams Companies Inc | $7.1M |
EOGEOG Resources Inc | $7.0M |
STIPiShares 0-5 Year TIPS Bond ETF | $7.0M |
PNCPNC Financial Services Group Inc | $7.0M |
PSXPhillips 66 | $6.9M |
VYMVanguard High Dividend Yield ETF | $6.8M |
IDEViShares Core MSCI Intl Dev Mkts ETF | $6.8M |
—iShares iBonds Dec 2021 Term Corp ETF | $6.7M |
VTVanguard Total World Stock ETF | $6.7M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $6.7M |
DUKDuke Energy Corp | $6.6M |
SPLKCHFSplunk Inc | $6.6M |
TPLUSDTexas Pacific Land Trust | $6.6M |
TJXTJX Companies Inc | $6.5M |
AMDAdvanced Micro Devices Inc | $6.5M |
OMFOnemain Hldgs Inc | $6.5M |
XYLXylem Inc | $6.5M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $6.5M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $6.5M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $6.5M |
PHGRoyal Philips NV ADR | $6.5M |
SPIBSPDR Portfolio Interm Term Corp Bd ETF | $6.4M |
TYLTyler Technologies Inc | $6.4M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $6.3M |
SYKStryker Corp | $6.3M |
EWEdwards Lifesciences Corp | $6.3M |
WDCWestern Digital Corp | $6.3M |
IHDGWisdomTree International Hedged Quality Dividend Growth ETF | $6.3M |
AWMSkyworks Solutions Inc | $6.2M |
NTRSNorthern Trust Corp | $6.1M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $6.1M |
NVSNNovartis Ag | $6.1M |
WRKUSDWestRock Co | $6.1M |
JPUSJPMorgan Diversified Return US Eq ETF | $6.1M |
DEMWisdomTree Emerging Markets High Div ETF | $6.1M |
IJKiShares S&P Mid-Cap 400 Growth | $6.0M |
MPTMedical Properties Trust Inc | $6.0M |
LWLamb Weston Holdings Inc | $6.0M |
NMI1EURKirkland Lake Gold Ltd | $5.9M |
RSPTInvesco S&P 500 Equal Weight Tech ETF | $5.9M |
ABAllianceBernstein Holding LP | $5.8M |
MTGMGIC Investment Corp | $5.7M |
CWISPDR MSCI ACWI ex-US ETF | $5.6M |
DDominion Resources Inc | $5.6M |
KEYSKeysight Technologies Inc | $5.6M |