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 |
|---|---|
PCYInvesco Emerging Markets Sov Debt ETF | $763K |
HXLHexcel Corp | $759K |
IPGThe Interpublic Group of Companies Inc | $755K |
SCHISCHWAB 5 10 YEAR CORP BOND ETF | $755K |
VMBSVanguard Mortgage-Backed Secs ETF | $753K |
OSKOshkosh Corp | $743K |
PPGPPG Industries Inc | $741K |
ILTBiShares Core 10 Year USD Bond ETF | $738K |
HAINHain Celestial Group Inc | $732K |
EMLPFirst Trust North Amer Engy InfrasETF | $729K |
PDIPIMCO Dynamic Income | $727K |
FRPTFreshpet Inc | $726K |
VDEVanguard Energy ETF | $715K |
ROKURoku Inc | $710K |
XBISPDR S&P Biotech ETF | $709K |
BF/BBrown-Forman Corp | $702K |
SLQDiShares 0-5 Year Invmt Grade Corp Bd ETF | $702K |
CSTKInvesco S&P 500 Downside Hedged ETF | $700K |
AMHAmerican Homes 4 Rent | $692K |
PG4Principal Financial Group Inc | $692K |
IYMiShares US Basic Materials | $687K |
BDJBlackRock Enhanced Equity Div | $687K |
LFEQVanEck Vectors NDR CMG Lg/FlatAllc ETF | $687K |
SGDMSprott Gold Miners ETF | $686K |
FRTEURFederal Realty Investment Trust | $685K |
FLRNSPDR Blmbg Barclays Inv Grd Flt Rt ETF | $683K |
RMEResMed Inc | $677K |
—AllianzGI Equity & Conv Inc | $674K |
COLDAmericold Realty Trust | $674K |
UNHUnitedHealth Group Inc | $673K |
FCORFidelity Corporate Bond ETF | $671K |
CNPCenterPoint Energy Inc | $671K |
ADBEAdobe Systems Inc | $668K |
PBCTEURPeople's United Financial Inc | $664K |
ON1Old National Bancorp | $663K |
DC4DexCom Inc | $662K |
APOEURApollo Global Management Inc | $661K |
ELMEWashington REIT | $661K |
ESGVVanguard ESG US Stock ETF | $660K |
OMEROmeros Corp | $660K |
PHYS/USprott Physical Gold Trust | $657K |
RWRSPDR Dow Jones REIT ETF | $657K |
CINFCincinnati Financial Corp | $656K |
VAWVanguard Materials ETF | $650K |
AZTABrooks Automation Inc | $642K |
IUSBiShares Core Total USD Bond Market ETF | $634K |
RCLRoyal Caribbean Cruises Ltd | $632K |
GWXSPDR S&P International Small Cap ETF | $631K |
EGPEastGroup Properties Inc | $630K |
TTDThe Trade Desk Inc Com Cl A | $629K |
AQLTiShares US Healthcare Providers | $627K |
FIVNFive9 Inc | $625K |
CNRCanadian National Railway Co | $623K |
ITA*iShares US Aerospace & Defense ETF | $622K |
GPNGlobal Payments Inc | $622K |
MUABlackRock MuniAssets Fund | $621K |
FYLDCambria Foreign Shareholder Yield Etf | $620K |
AQLTiShares US Oil&Gas Explor&Prodtn | $619K |
IWCiShares Micro-Cap | $619K |
FAIFirst Trust Dorsey Wright Focus 5 ETF | $618K |
SCIService Corp International | $611K |
HYLBXtrackers USD High Yield Corp Bd ETF | $609K |
DWDMorgan Stanley | $609K |
VKQInvesco Municipal Trust | $608K |
NTAPNetApp Inc | $608K |
CMCCommercial Metals Co | $607K |
ORLYO'Reilly Automotive Inc | $605K |
INKMSPDR SSgA Income Allocation ETF | $605K |
DGROiShares Core Dividend Growth ETF | $597K |
EOTEV National Muni Opps Trust | $593K |
STTState Street Corporation | $593K |
LBEURL Brands Inc | $591K |
IBTXUSDIndependent Bank Group Inc | $591K |
ICADUSDicad Inc | $590K |
REGNRegeneron Pharmaceuticals Inc | $586K |
HPEHewlett Packard Enterprise Co | $585K |
AYIAcuity Brands Inc | $582K |
SJMJM Smucker Co | $576K |
SBRSabine Royalty Trust | $570K |
TNDMTandem Diabetes Care Inc | $568K |
CBUCommunity Bank System Inc | $565K |
GBYSangamo Therapeutics Inc | $564K |
PEOExelon Corp | $562K |
TTTrane Technologies PLC Class A | $559K |
AMCRAmcor PLC | $556K |
AMDAdvanced Micro Devices Inc | $552K |
PSAPublic Storage | $552K |
KAMOTortoise North American Pipeline | $551K |
LINLinde plc | $550K |
FNDESchwab Fundamental Emerg Mkts Lg Co ETF | $548K |
TGTXTG Therapeutics Inc | $545K |
AEEAmeren Corp | $543K |
FITBFifth Third Bancorp | $543K |
PRIMPrimoris Services Corp | $542K |
NLYEURAnnaly Capital Management Inc | $541K |
VFCVF Corp | $541K |
METMetLife Inc | $538K |
ZIONZions Bancorp NA | $533K |
EXPEagle Materials Inc | $531K |
HPPHudson Pacific Properties Inc | $528K |