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 |
|---|---|
MTGMGIC Investment Corp | $5.7M |
CWISPDR MSCI ACWI ex-US ETF | $5.6M |
DDominion Resources Inc | $5.6M |
KEYSKeysight Technologies Inc | $5.6M |
HLTHilton Worldwide Holdings Inc | $5.6M |
IYFIshares U S Financials Etf | $5.5M |
REETiShares Global REIT ETF | $5.5M |
VXFVanguard Extended Market ETF | $5.5M |
MTUMiShares Edge MSCI USA Momentum Fctr ETF | $5.5M |
BPBP PLC ADR | $5.4M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $5.4M |
PYPLPayPal Holdings Inc | $5.4M |
MGVVanguard Mega Cap Value ETF | $5.4M |
LHXL3Harris Technologies Inc | $5.4M |
LHLaboratory Corp of America Holdings | $5.4M |
—iShares iBonds Dec 2020 Term Corporate | $5.4M |
FTNTFortinet Inc | $5.1M |
RSPInvesco S&P 500 Equal Weight ETF | $5.1M |
VRTXVertex Pharmaceuticals Inc | $5.1M |
APTVAptiv PLC | $5.1M |
GSGoldman Sachs Group Inc | $5.1M |
—JPMorgan Diversified Return Glbl Eq ETF | $5.1M |
EMLCVanEck Vectors JP Morgan EM LC Bd ETF | $5.0M |
ORealty Income Corp | $5.0M |
AFWAlign Technology Inc | $5.0M |
PAYXPaychex Inc | $4.9M |
PAGPPlains GP Holdings LP | $4.9M |
BONDPIMCO Active Bond ETF | $4.9M |
ETEnergy Transfer Equity LP | $4.9M |
PAAPlains All American Pipeline LP | $4.8M |
MDYSPDR S&P MidCap 400 ETF | $4.8M |
TRVThe Travelers Companies Inc | $4.8M |
VMBSVanguard Mortgage-Backed Secs ETF | $4.8M |
IWRiShares Russell Mid-Cap | $4.8M |
HP5AEquity Commonwealth Com Sh Ben Int | $4.7M |
YUMCYum China Hldgs Inc Com | $4.7M |
MSCIMSCI Inc | $4.7M |
PXDEURPioneer Natural Resources Co | $4.7M |
RACEFerrari NV | $4.6M |
IYCiShares US Consumer Services | $4.6M |
CHTRCharter Communications Inc | $4.6M |
TDToronto Dominion Bk Ont Com New | $4.6M |
SABRSabre Corp | $4.6M |
ALCAlcon Inc Ord Shs | $4.5M |
IYGiShares US Financial Services ETF | $4.4M |
ENBEnbridge Inc Com | $4.4M |
URIUnited Rentals Inc | $4.4M |
AKAMAkamai Technologies Inc | $4.4M |
DYHTarget Corp | $4.3M |
BCEBce Inc Com New | $4.3M |
FNDASchwab Fundamental US Small Company ETF | $4.3M |
T7DTransDigm Group Inc | $4.3M |
WDIVSPDR S&P Global Dividend ETF | $4.3M |
DONSPDR Dow Jones Industrial Average ETF | $4.2M |
CFCF Industries Holdings Inc | $4.2M |
MOHMolina Healthcare Inc | $4.2M |
UBSIUnited Bankshares Inc | $4.2M |
SJMJM Smucker Co | $4.2M |
NXPINXP Semiconductors NV | $4.1M |
USFDUS Food Holding Corp | $4.1M |
XLESelect Sector Spdr Trust Shs Ben Int Energy | $4.1M |
ALSAllstate Corp | $4.1M |
AVYAvery Dennison Corp | $4.1M |
SPMDSPDR Portfolio Mid Cap ETF | $4.1M |
SPGSimon Property Group Inc | $4.1M |
FXOFirst Trust Financials AlphaDEX ETF | $4.1M |
ADPAutomatic Data Processing Inc | $4.1M |
DPZDomino's Pizza Inc | $4.0M |
—Foresight Energy LP | $4.0M |
EQREquity Residential | $4.0M |
ERICTelefonaktiebolaget L M Ericsson | $4.0M |
SRCLStericycle Inc | $3.9M |
ABEVAmbev SA | $3.9M |
BSCLInvesco BulletShares 2021 Corp Bd ETF | $3.9M |
ABGAmerisourceBergen Corp | $3.9M |
ACICUnited Insurance Holdings Corp | $3.8M |
IBDQiShares iBonds Dec 2025 Term Corp ETF | $3.8M |
SLMSLM Corp | $3.7M |
SPLVInvesco S&P 500 Low Volatility ETF | $3.7M |
LRCXEURLam Research Corp | $3.7M |
WDAYWorkday Inc | $3.7M |
BANXStoneCastle Financial Corp | $3.7M |
MCHPMicrochip Technology Inc | $3.6M |
DLNWisdomTree US LargeCap Dividend ETF | $3.6M |
HFCUSDHollyFrontier Corp | $3.6M |
DGRWWisdomTree US Quality Dividend Gr ETF | $3.6M |
BERYEURBerry Global Group Inc | $3.6M |
DOLWisdomTree International LargeCp Div ETF | $3.5M |
EVREvercore Inc | $3.5M |
AZPNUSDAspen Technology Inc | $3.5M |
MGKVanguard Mega Cap Growth ETF | $3.5M |
FDXFedEx Corp | $3.4M |
IYJiShares US Industrials | $3.4M |
RFRegions Financial Corp | $3.4M |
BRK-BBerkshire Hathaway Inc A | $3.4M |
EQC 6.5 PERP DEquity COMWTH 6.500 CONV | $3.4M |
AG8Agilent Technologies Inc | $3.4M |
ADSKAutodesk Inc | $3.4M |
SPGIS&Pglobal Inc Com | $3.3M |
DTDWisdomTree US Total Dividend ETF | $3.3M |