UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$12.1B
Holdings
1,182
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (1,182 positions)
| Stock | Value |
|---|---|
FDNFirst Trust Dow Jones Internet ETF | $26.6M |
CHRWC.H. Robinson Worldwide Inc | $26.3M |
FISFidelity National Information Services Inc | $26.1M |
SAPSAP SE ADR | $26.0M |
EMBiShares JPMorgan USD Emerg Markets Bond | $25.2M |
BSJLInvesco BulletShares 2021 HY Corp Bd ETF | $25.1M |
GDGeneral Dynamics Corp | $24.9M |
CERNCHFCerner Corp | $24.6M |
IAGGiShares Core International Aggt Bd ETF | $24.3M |
EXPDExpeditors International of Washington Inc | $24.2M |
DGDollar General Corp | $24.1M |
IWFiShares Russell 1000 Growth | $24.1M |
XLKTechnology Select Sector SPDR ETF | $23.9M |
XLUSelect Sector Spdr Trust The Utilities Select Sector Spdr Trust | $23.1M |
UNHUnitedHealth Group Inc | $23.0M |
VIGVanguard Dividend Appreciation ETF | $23.0M |
TMOThermo Fisher Scientific Inc | $22.9M |
BALLBall Corp | $22.8M |
GQ9SPDR Gold Shares | $22.6M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $22.6M |
FLOTiShares Floating Rate Bond ETF | $22.5M |
BSVVanguard Short-Term Bond ETF | $22.0M |
CLXClorox Co | $22.0M |
SCHASchwab US Small-Cap ETF | $21.7M |
AVGOBroadcom Inc Com | $21.7M |
TLTIshares 20 Plus Year Treasury Bond Etf | $21.4M |
ACWIiShares MSCI ACWI | $21.3M |
AJGArthur J. Gallagher & Co | $21.3M |
MRKMerck & Co Inc | $21.0M |
SOSouthern Co | $20.9M |
STESTERIS PLC | $20.7M |
CTSHCognizant Technology Solutions Corp A | $20.7M |
ETNEaton Corp PLC | $20.4M |
HEFAiShares Currency Hedged MSCI EAFE | $20.2M |
LOWLowe's Companies Inc | $20.1M |
—Ampio Pharmaceuticals Inc | $20.0M |
TXNTexas Instruments Inc | $20.0M |
FQIDigital Realty Trust Inc | $19.7M |
NDAQNasdaq Inc | $19.6M |
HFROHighland Income Fund | $19.5M |
VWOVanguard FTSE Emerging Markets ETF | $19.4M |
ITWIllinois Tool Works Inc | $19.4M |
IWDiShares Russell 1000 Value | $19.1M |
VCSHVanguard Short-Term Corporate Bond ETF | $18.8M |
TRI4EURThomson Reuters Corp Com | $18.7M |
IBMInternational Business Machines Corp | $18.7M |
ROSTRoss Stores Inc | $18.7M |
JKHYJack Henry & Associates Inc | $18.6M |
BDXBecton, Dickinson and Co | $18.6M |
XLNXEURXilinx Inc | $18.5M |
TIPiShares TIPS Bond | $18.5M |
TSCOTractor Supply Co | $18.4M |
RSGRepublic Services Inc | $18.3M |
8CWCrown Castle International Corp | $18.3M |
DESWisdomTree SmallCap Dividend ETF | $18.1M |
SPEMSPDR S&P Emerging Markets ETF | $18.1M |
ISRGIntuitive Surgical Inc | $18.0M |
IXUSiShares Core MSCI Total Intl Stk ETF | $17.8M |
BABoeing Co | $17.7M |
MDLZMondelez International Inc Class A | $17.5M |
IYWIshares U S Technology Etf | $17.0M |
IWViShares Russell 3000 | $16.9M |
GISGeneral Mills Inc | $16.7M |
GBCIGlacier Bancorp Inc | $16.7M |
SDOGALPS Sector Dividend Dogs ETF | $16.7M |
IUSGIshares Core U S Growth Etf | $16.7M |
UPSUnited Parcel Service Inc Class B | $16.5M |
NOCNorthrop Grumman Corp | $16.3M |
VBVanguard Small-Cap ETF | $16.2M |
SPTMSPDR Port S&P 1500 Comps Stk Mkt ETF | $16.1M |
LMTLockheed Martin Corp | $16.0M |
PEYInvesco High Yield Eq Div Achiev ETF | $15.8M |
BABAAlibaba Group Holding Ltd ADR | $15.8M |
VPLVanguard FTSE Pacific ETF | $15.6M |
LEALear Corp | $15.6M |
OEFiShares S&P 100 | $15.5M |
CPRTCopart Inc | $15.4M |
AXPAmerican Express Co | $15.3M |
WFCWells Fargo & Co | $15.3M |
IUSViShares Core S&P US Value ETF | $15.3M |
GRFSGrifols SA | $15.2M |
PFEPfizer Inc | $15.2M |
BACBank of America Corporation | $15.2M |
VVVanguard Large-Cap ETF | $15.1M |
PWBInvesco Dynamic Large Cap Growth ETF | $15.0M |
KMIKinder Morgan Inc P | $15.0M |
JECUSDJacobs Engineering Group Inc | $14.9M |
THOThor Industries Inc | $14.7M |
BSJM1EURInvesco BulletShares 2022 HY Corp Bd ETF | $14.7M |
KOCoca-Cola Co | $14.7M |
SCHMSchwab US Mid-Cap ETF | $14.6M |
IEURiShares Core MSCI Europe ETF | $14.5M |
SOXXiShares PHLX Semiconductor ETF | $14.5M |
PBProsperity Bancshares Inc | $14.3M |
CLColgate-Palmolive Co | $14.0M |
EMREmerson Electric Co | $13.7M |
FNDCSchwab Fundamental Intl Sm Co ETF | $13.7M |
GVIiShares Intermediate Govt/Crdt Bd ETF | $13.5M |
TAPMolson Coors Brewing Co B | $13.4M |
SPDWSPDR Portfolio Developed Wld ex-US ETF | $13.1M |