UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$18.1B
Holdings
1,181
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (1,181 positions)
| Stock | Value |
|---|---|
TFCTruist Finl Corp Com | $17.3M |
FFIVF5 Networks Inc | $17.0M |
KOCoca-Cola Company | $16.8M |
PAYXPaychex Inc | $16.5M |
PHParker Hannifin Corp | $16.5M |
APDAir Products & Chemicals Inc | $16.4M |
EPDEnterprise Products Partners LP | $16.4M |
LMTLockheed Martin Corp | $16.2M |
VIGVanguard Dividend Appreciation ETF | $16.2M |
TAPMolson Coors Brewing Co B | $16.1M |
PFEPfizer Inc | $16.1M |
AVLRUSDAvalara Inc | $15.9M |
DVYEiShares Emerging Markets Dividend ETF | $15.6M |
WFCWells Fargo & Co | $15.5M |
AYAtlantica yield plc | $15.3M |
AFLAflac Inc | $15.3M |
CLColgate-Palmolive Co | $15.0M |
NFLXNetflix Inc | $14.9M |
AEPAmerican Electric Power Co Inc | $14.8M |
XLFFinancial Select Sector SPDR ETF | $14.8M |
IPACiShares Core MSCI Pacific ETF | $14.7M |
ROPRoper Technologies Inc | $14.2M |
BSJLInvesco BulletShares 2021 HY Corp Bd ETF | $13.8M |
IWOiShares Russell 2000 Growth | $13.8M |
VEUVanguard FTSE All-World ex-US ETF | $13.8M |
EFAiShares MSCI EAFE | $13.6M |
MCDMcDonald's Corp | $13.5M |
LRCXEURLam Research Corp | $13.5M |
IHDGWisdomTree International Hedged Quality Dividend Growth ETF | $13.4M |
GVIiShares Intermediate Govt/Crdt Bd ETF | $13.2M |
XLCCommunication Services Sel Sect SPDRETF | $13.2M |
GSKGlaxoSmithKline PLC ADR | $13.1M |
HDBHDFC Bank Ltd | $13.0M |
VOVanguard Mid-Cap ETF | $13.0M |
PYPLPayPal Holdings Inc | $12.9M |
VMBSVanguard Mortgage-Backed Secs ETF | $12.9M |
SPDWSPDR Portfolio Developed Wld ex-US ETF | $12.8M |
ARESAres Management Corp | $12.8M |
VGKVanguard FTSE Europe ETF | $12.8M |
DOWDow Inc | $12.7M |
IWBiShares Russell 1000 | $12.7M |
VXUSVanguard Total International Stock ETF | $12.2M |
WABWestinghouse Air Brake Technologies Corp | $11.8M |
BABoeing Co | $11.1M |
BABAAlibaba Group Holding Ltd ADR | $11.1M |
YUMYum Brands Inc | $11.0M |
LHXL3Harris Technologies Inc | $11.0M |
OTISOTIS Worldwide Corp-Wi | $10.9M |
SPYGSPDR S&P 500 Growth | $10.8M |
BIPBrookfield Infrastructure Partners LP | $10.7M |
COFCapital One Financial Corp | $10.7M |
SPYVSPDR Portfolio S&P 500 Value ETF | $10.6M |
IYHiShares U.S. Healthcare ETF | $10.5M |
KMIKinder Morgan Inc P | $10.3M |
MARMarriott International Inc | $10.3M |
SHOPShopify Inc | $10.1M |
IRMIron Mountain Inc | $10.1M |
TIPiShares TIPS Bond | $10.1M |
HONHoneywell International Inc | $10.0M |
4I1Philip Morris International Inc | $10.0M |
LVSLas Vegas Sands Corp | $9.8M |
XLESelect Sector Spdr Trust Shs Ben Int Energy | $9.8M |
AFWAlign Technology Inc | $9.6M |
UBERUber Technologies Inc | $9.6M |
BSJM1EURInvesco BulletShares 2022 HY Corp Bd ETF | $9.6M |
TRVCCitigroup Inc | $9.6M |
NUVNuveen Municipal Value | $9.6M |
XLKTechnology Select Sector SPDR ETF | $9.5M |
LLYEli Lilly and Co | $9.4M |
RYRoyal Bank of Canada | $9.3M |
VGSHVanguard Short-Term Treasury ETF | $9.3M |
GRFSGrifols SA | $9.3M |
CHKPCheck Point Software Technologies Ltd | $9.2M |
EEMiShares MSCI Emerging Markets | $9.2M |
EMBiShares JPMorgan USD Emerg Markets Bond | $8.8M |
SHWSherwin-Williams Co | $8.8M |
ICLRIcon PLC | $8.5M |
RELXRelx Plc American Depositary Shares | $8.4M |
PHGRoyal Philips NV ADR | $8.4M |
CWISPDR MSCI ACWI ex-US ETF | $8.4M |
NEARiShares Short Maturity Bond ETF | $8.4M |
XYLXylem Inc | $8.3M |
FERGFerguson PLC | $8.3M |
GIB/ACGI Inc | $8.3M |
COPConocoPhillips | $8.1M |
MPTMedical Properties Trust Inc | $8.0M |
DDDuPont de Nemours Inc | $8.0M |
XYZSquare Inc | $7.9M |
EEMViShares MSCI Emerg Mkts Min Vol Fctr ETF | $7.9M |
CBChubb Ltd | $7.8M |
JACKJack In The Box Inc | $7.8M |
MTCHMATCH GROUP ORD | $7.7M |
TMToyota Motor Corporation Ads | $7.7M |
BXBlackstone Group LP | $7.6M |
GOODGladstone Commercial Corp | $7.6M |
MOAltria Group Inc | $7.6M |
ECLEcolab Inc | $7.5M |
VGTVanguard Information Technology ETF | $7.5M |
TDIVFirst Trust NASDAQ Technology Div ETF | $7.4M |
PLDPrologis Inc | $7.3M |