UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2020 Filing
Filed February 17, 2021
Portfolio Value
$16.6B
Holdings
1,181
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (1,181 positions)
| Stock | Value |
|---|---|
RACEFerrari NV | $293K |
CSGPCoStar Group, Inc. | $293K |
AYXEURAlteryx, Inc. Class A | $292K |
ESGDiShares ESG Aware MSCI EAFE ETF | $292K |
KYNKayne Anderson Energy Infrastructure Fund, Inc. | $292K |
DELLDell Technologies Inc Class C | $291K |
—ManTech International Corporation Class A | $289K |
GBYSangamo Therapeutics, Inc. | $289K |
DVADaVita Inc. | $287K |
SMOGVanEck Vectors Low Carbon Energy ETF | $286K |
—ICC Holdings, Inc. | $286K |
GGenpact Limited | $285K |
WTPIWisdomTree CBOE S&P 500 PutWrite Strategy Fund | $283K |
NACNuveen California Quality Municipal Income Fund | $282K |
—Retail Properties of America, Inc. Class A | $282K |
ESEversource Energy | $281K |
—WBI BullBear Global Income ETF | $281K |
FNDASchwab Fundamental US Small Co. Index ETF | $280K |
MUCBlackRock MuniHoldings Quality Fund II Inc | $279K |
VOXVanguard Communication Services ETF | $278K |
CHCOCity Holding Company | $278K |
VONGVanguard Russell 1000 Growth ETF | $277K |
GENNortonLifeLock Inc. | $277K |
FLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF | $274K |
EFXEquifax Inc. | $273K |
—Invesco Global Listed Private Equity ETF | $272K |
SRLNSPDR Blackstone / GSO Senior Loan ETF | $270K |
OGEOGE Energy Corp. | $270K |
AALAmerican Airlines Group, Inc. | $269K |
BCPCBalchem Corporation | $269K |
XSLVInvesco S&P SmallCap Low Volatility ETF | $268K |
1939900DBrookfield Infrastructure Corporation Class A | $267K |
STIPiShares 0-5 Year TIPS Bond ETF | $267K |
NVRNVR, Inc. | $265K |
XLBMaterials Select Sector SPDR Fund | $264K |
LNCLincoln National Corporation | $264K |
IOOiShares Global 100 ETF | $264K |
IHIiShares U.S. Medical Devices ETF | $264K |
REXRRexford Industrial Realty, Inc. | $263K |
GGGGraco Inc. | $263K |
AGIAlamos Gold Inc. | $263K |
IEXIDEX Corporation | $262K |
VDEVanguard Energy ETF | $261K |
LBRDKLiberty Broadband Corp. Class C | $261K |
ICLNiShares Global Clean Energy ETF | $260K |
ALCAlcon, Inc. | $260K |
WENWendy's Company | $260K |
CLFCleveland-Cliffs Inc | $259K |
PRFInvesco FTSE RAFI US 1000 ETF | $258K |
ADXAdams Diversified Equity Fund Inc Shs | $256K |
RSPSInvesco S&P 500 Equal Weight Consumer Staples ETF | $254K |
CREECree, Inc. | $254K |
IAA-WUSDIAA, Inc. | $254K |
FBINFortune Brands Home & Security, Inc. | $253K |
SBIOALPS Medical Breakthroughs ETF | $251K |
COHRII-VI Incorporated | $251K |
FNDESchwab Fundamental Emerging Markets Large Co. Index ETF | $250K |
3M4Masimo Corporation | $249K |
LSXMKUSDLiberty Media Corp. Series C Liberty SiriusXM | $248K |
FLG 6 11/01/51New York Community Capital Trust V 6 Bifurcated Option Note Unit Secs Cons of 1 6 Trust Pfd Sec | $248K |
SLG2EURSL Green Realty Corp. | $247K |
—TriState Capital Holdings, Inc. | $246K |
DLSWisdomTree International SmallCap Dividend Fund | $245K |
CBOECboe Global Markets Inc | $244K |
FITBFifth Third Bancorp | $243K |
KELKellogg Company | $242K |
USRTiShares Core U.S. REIT ETF | $242K |
EQNREquinor ASA Sponsored ADR | $240K |
PDPInvesco DWA Momentum ETF | $239K |
SNPSSynopsys, Inc. | $239K |
TWTRUSDTwitter, Inc. | $239K |
AXUAlexco Resource Corp. | $238K |
ISCBiShares Morningstar Small-Cap ETF | $236K |
—Direxion Daily S&P 500 Bear 3x Shares | $235K |
SJNKSPDR Bloomberg Barclays Short Term High Yield Bond ETF | $233K |
VEEVVeeva Systems Inc Class A | $233K |
HYLSFirst Trust Tactical High Yield ETF | $232K |
ODFLOld Dominion Freight Line, Inc. | $232K |
MCOMoody's Corporation | $231K |
WHRWhirlpool Corporation | $231K |
BF/ABrown-Forman Corporation Class A | $230K |
HCAHCA Healthcare Inc | $229K |
—Credit Suisse FI Large Cap Growth Enhanced ETN | $229K |
LRGFiShares MSCI USA Multifactor ETF | $228K |
ADMArcher-Daniels-Midland Company | $227K |
ARESAres Management Corporation | $226K |
EXASExact Sciences Corporation | $225K |
RWOSPDR Dow Jones Global Real Estate ETF | $225K |
JDJD.com, Inc. Sponsored ADR Class A | $224K |
ACMAECOM | $224K |
HNIHNI Corporation | $223K |
FEZSPDR EURO STOXX 50 ETF | $223K |
FCXFreeport-McMoRan, Inc. | $221K |
YUSDAlleghany Corporation | $221K |
GAMGeneral American Investors Co Inc | $220K |
EVRGEvergy, Inc. | $218K |
HRLHormel Foods Corporation | $218K |
CWBSPDR Bloomberg Barclays Convertible Securities ETF | $217K |
DOMODomo, Inc. Class B | $216K |
WF2Wintrust Financial Corporation | $216K |