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 |
|---|---|
SPDWSPDR Portfolio Developed World ex-US ETF | $15.9M |
LMTLockheed Martin Corporation | $15.7M |
IPACiShares Core MSCI Pacific ETF | $15.4M |
MTUMiShares MSCI USA Momentum Factor ETF | $15.3M |
PAYXPaychex, Inc. | $15.3M |
AYAtlantica Sustainable Infrastructure plc | $15.1M |
HYMBSPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF | $15.1M |
DONWisdomTree U.S. MidCap Dividend Fund | $15.1M |
FFIVF5 Networks, Inc. | $15.0M |
APDAir Products and Chemicals, Inc. | $14.9M |
EPDEnterprise Products Partners L.P. | $14.6M |
NFLXNetflix, Inc. | $14.4M |
WATWaters Corporation | $14.4M |
AMDAdvanced Micro Devices, Inc. | $14.3M |
BSJLInvesco Bulletshares 2021 High Yield Corporate Bond ETF | $14.3M |
TFCTruist Financial Corporation | $14.2M |
PHParker-Hannifin Corporation | $14.2M |
DVYEiShares Emerging Markets Dividend ETF | $14.0M |
IWBiShares Russell 1000 ETF | $14.0M |
ROPRoper Technologies, Inc. | $13.9M |
EFAiShares MSCI EAFE ETF | $13.9M |
AEPAmerican Electric Power Company, Inc. | $13.5M |
GVIiShares Intermediate Government/Credit Bond ETF | $13.5M |
WFCWells Fargo & Company | $13.4M |
TAPMolson Coors Beverage Company Class B | $13.3M |
MCDMcDonald's Corporation | $13.3M |
SPYGSPDR Portfolio S&P 500 Growth ETF | $13.3M |
IHDGWisdomTree International Hedged Quality Dividend Growth Fund | $13.1M |
AFLAflac Incorporated | $13.1M |
VEUVanguard FTSE All-World ex-US Index Fund | $13.0M |
IWOiShares Russell 2000 Growth ETF | $13.0M |
PRUPrudential Financial, Inc. | $12.9M |
GSKGlaxoSmithKline plc Sponsored ADR | $12.5M |
VOVanguard Mid-Cap ETF | $12.4M |
BABAAlibaba Group Holding Ltd. Sponsored ADR | $12.2M |
SPYVSPDR Portfolio S&P 500 Value ETF | $12.1M |
HDBHDFC Bank Limited Sponsored ADR | $12.0M |
DOWDow, Inc. | $11.8M |
VGKVanguard FTSE Europe ETF | $11.7M |
PYPLPayPal Holdings Inc | $11.7M |
YUMYum! Brands, Inc. | $11.6M |
XLCCommunication Services Select Sector SPDR Fund | $11.4M |
XLFFinancial Select Sector SPDR Fund | $11.4M |
VXUSVanguard Total International Stock ETF | $11.3M |
CHKPCheck Point Software Technologies Ltd. | $10.9M |
CBSHCommerce Bancshares, Inc. | $10.7M |
GRFSGrifols, S.A. Sponsored ADR Class B | $10.7M |
VGTVanguard Information Technology ETF | $10.4M |
HONHoneywell International Inc. | $10.2M |
WABWestinghouse Air Brake Technologies Corporation | $10.2M |
NOWServiceNow, Inc. | $10.1M |
KMIKinder Morgan Inc Class P | $10.1M |
BIPBrookfield Infrastructure Partners L.P. | $10.0M |
VGSHVanguard Short-Term Treasury ETF | $9.9M |
IYHiShares U.S. Healthcare ETF | $9.9M |
TIPiShares TIPS Bond ETF | $9.8M |
BSJM1EURInvesco BulletShares 2022 High Yield Corporate Bond ETF | $9.8M |
LRCXEURLam Research Corporation | $9.7M |
NUVNuveen Municipal Value Fund Inc | $9.6M |
EMBiShares JP Morgan USD Emerging Markets Bond ETF | $9.6M |
4I1Philip Morris International Inc. | $9.6M |
AFWAlign Technology, Inc. | $9.5M |
BABoeing Company | $9.4M |
FLT1EURFLEETCOR Technologies, Inc. | $9.2M |
EEMiShares MSCI Emerging Markets ETF | $9.1M |
MARMarriott International, Inc. Class A | $9.0M |
NEARBlackRock Short Maturity Bond ETF | $8.9M |
EEMViShares MSCI Emerging Markets Min Vol Factor ETF | $8.8M |
SHWSherwin-Williams Company | $8.8M |
TRVCCitigroup Inc. | $8.8M |
ICLRICON Plc | $8.7M |
XLKTechnology Select Sector SPDR Fund | $8.7M |
LLYEli Lilly and Company | $8.5M |
COFCapital One Financial Corporation | $8.3M |
MIC2EURMacquarie Infrastructure Corporation | $8.3M |
RELXRELX PLC Sponsored ADR | $8.2M |
CBChubb Limited | $8.2M |
GIB/ACGI Inc. Class A | $8.1M |
XYLXylem Inc. | $8.1M |
LHXL3Harris Technologies Inc | $8.0M |
MPTMedical Properties Trust, Inc. | $7.9M |
LVSLas Vegas Sands Corp. | $7.9M |
SHOPShopify, Inc. Class A | $7.9M |
DDDuPont de Nemours, Inc. | $7.8M |
BNDVanguard Total Bond Market ETF | $7.7M |
ILMNIllumina, Inc. | $7.7M |
UBERUber Technologies, Inc. | $7.6M |
CWISPDR MSCI ACWI ex-US ETF | $7.6M |
ECLEcolab Inc. | $7.5M |
GOODGladstone Commercial Corporation | $7.5M |
WEPMagellan Midstream Partners, L.P. | $7.5M |
TPLUSDTexas Pacific Land Corporation | $7.5M |
VMBSVanguard Mortgage-Backed Securities ETF | $7.3M |
EFGiShares MSCI EAFE Growth ETF | $7.3M |
REETiShares Global REIT ETF | $7.2M |
VWOBVanguard Emerging Markets Government Bond ETF | $7.1M |
LOGILogitech International S.A. | $7.1M |
XLEEnergy Select Sector SPDR Fund | $7.0M |
SCHPSchwab US TIPS ETF | $6.9M |
MSCIMSCI Inc. Class A | $6.9M |