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 |
|---|---|
IBDRiShares iBonds Dec 2026 Term Corp ETF | $3.3M |
CICigna Corp | $3.3M |
—UBS ETRACS Alerian MLP Infras ETN | $3.3M |
SUISun Communities Inc | $3.2M |
TRMBTrimble Inc | $3.2M |
EQIXEquinix Inc | $3.2M |
IEFiShares 7-10 Year Treasury Bond ETF | $3.2M |
SLRCSolar Capital Ltd | $3.2M |
SMLFiShares Edge MSCI Mltfct USA SmCp ETF | $3.2M |
IWSiShares Russell Mid-Cap Value ETF | $3.2M |
IBDSiShares iBonds Dec 2027 Term Corp ETF | $3.2M |
FBTFirst Trust NYSE Arca Biotech ETF | $3.1M |
NXPNuveen Select TaxFree Income | $3.1M |
—LINE Corp | $3.1M |
LOGILogitech International SA | $3.1M |
WNSNWNS (Holdings) Ltd | $3.1M |
IBDUISHARES IBONDS DEC 2029 TERM ETF | $3.1M |
HALHalliburton Co | $3.1M |
ARCCAres Capital Corp | $3.1M |
AZOAutoZone Inc | $3.1M |
IBDTiShares iBonds Dec 2028 Term Corp ETF | $3.1M |
BSCKInvesco BulletShares 2020 Corp Bd ETF | $3.0M |
XELXcel Energy Inc | $3.0M |
LFEQVanEck Vectors NDR CMG Lg/FlatAllc ETF | $3.0M |
DOCHealthpeak Properties Ord | $3.0M |
—InterXion Holding NV | $3.0M |
WMWaste Management Inc | $3.0M |
SLYGSPDR S&P 600 Small Cap Growth ETF | $3.0M |
ITA*iShares US Aerospace & Defense ETF | $3.0M |
SLYVSPDR S&P 600 Small Cap Value ETF | $3.0M |
—WPX Energy Inc Class A | $2.9M |
AERAerCap Holdings NV | $2.9M |
CLFCleveland-Cliffs Inc | $2.9M |
NBISYandex NV | $2.9M |
VTHRVanguard Russell 3000 ETF | $2.8M |
ZBHZimmer Biomet Holdings Inc | $2.8M |
CGThe Carlyle Group LP | $2.8M |
CTVACorteva Inc com | $2.8M |
SGENEURSeattle Genetics Inc | $2.8M |
SCHCSchwab International Small-Cap Eq ETF | $2.8M |
HTHHilltop Holdings Inc | $2.8M |
ELVAnthem Inc | $2.7M |
WYWeyerhaeuser Co | $2.7M |
XMLVInvesco S&P MidCap Low Volatility ETF | $2.7M |
ESLTElbit Systems Ltd | $2.7M |
TFISPDR Nuveen Blmbg Barclays Muni Bd ETF | $2.7M |
BCBrunswick Corp | $2.7M |
TROWT. Rowe Price Group Inc | $2.7M |
RSPHInvesco S&P 500 Equal Wt Hlth Care ETF | $2.7M |
—BancorpSouth Bank | $2.7M |
IEIiShares 3-7 Year Treasury Bond ETF | $2.7M |
DOVDover Corp | $2.6M |
ADIAnalog Devices Inc | $2.6M |
TSEMTower Semiconductor Ltd | $2.6M |
RSPUInvesco S&P 500 Equal Weight Utilts ETF | $2.6M |
NSCNorfolk Southern Corp | $2.6M |
CALCaleres Inc | $2.6M |
NSYNICE Ltd | $2.5M |
BKNGBooking Hldgs Inc | $2.5M |
VGTVanguard Information Technology ETF | $2.5M |
GWWW.W. Grainger Inc | $2.5M |
RSPNInvesco S&P 500 Equal Wt Indls ETF | $2.5M |
RSPSInvesco S&P 500 Eql Wt Cnsm Stapl ETF | $2.5M |
INTUIntuit Inc | $2.5M |
PGXInvesco Preferred ETF | $2.5M |
SRESempra Energy | $2.5M |
IWNiShares Russell 2000 Value | $2.4M |
XYZSquare Inc | $2.4M |
EFGiShares MSCI EAFE Growth ETF | $2.4M |
—Nuveen Select TaxFree Income 2 | $2.4M |
CCSCentury Communities Inc | $2.4M |
AMATApplied Materials Inc | $2.4M |
IGViShares Expanded Tech-Software Sect ETF | $2.4M |
RCLRoyal Caribbean Cruises Ltd | $2.4M |
IYY*iShares Dow Jones US ETF | $2.3M |
MOMOUSDMomo Inc | $2.3M |
XNEAXNuveen AMT-Free Quality Muni Inc | $2.3M |
WECWecenergy Group Inc | $2.3M |
SKMEURSK Telecom Co Ltd | $2.3M |
XRSFXRiverNorth Marketplace Lending Corp | $2.3M |
IPInternational Paper Co | $2.3M |
INVHInvitation Homes Inc | $2.3M |
VOEVanguard Mid-Cap Value ETF | $2.3M |
VRSNVeriSign Inc | $2.3M |
AMJEURJPMorgan Alerian MLP ETN | $2.3M |
FLRNSPDR Blmbg Barclays Inv Grd Flt Rt ETF | $2.3M |
AONAon PLC | $2.3M |
IBTXUSDIndependent Bank Group Inc | $2.2M |
VIGIVanguard Intl Div Apprec ETF | $2.2M |
EDConsolidated Edison Inc | $2.2M |
BAXBaxter International Inc | $2.2M |
—Nuveen Enhanced Muni Value | $2.2M |
AEOAmerican Eagle Outfitters Inc | $2.2M |
DEODiageo PLC | $2.2M |
SYYSysco Corp | $2.2M |
SNYSanofi | $2.2M |
ICEIntercontinental Exchange Inc | $2.2M |
PIIPolaris Inc | $2.1M |
FXHFirst Trust Health Care AlphaDEX ETF | $2.1M |
EGBNEagle Bancorp Inc | $2.1M |