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 |
|---|---|
MSCIMSCI Inc. Class A | $6.9M |
SMLVSPDR SSGA US Small Cap Low Volatility Index ETF | $6.8M |
BXBlackstone Group Inc. Class A | $6.8M |
IWPiShares Russell Mid-Cap Growth ETF | $6.8M |
RYRoyal Bank of Canada | $6.8M |
XYZSquare, Inc. Class A | $6.7M |
GMABGenmab A/S Sponsored ADR | $6.6M |
MOAltria Group Inc | $6.6M |
AIGAmerican International Group, Inc. | $6.5M |
PHGKoninklijke Philips N.V. Sponsored ADR | $6.4M |
GEGeneral Electric Company | $6.4M |
ISTBiShares Core 1-5 Year USD Bond ETF | $6.4M |
TDIVFirst Trust NASDAQ Technology Dividend Index Fund | $6.3M |
PLDPrologis, Inc. | $6.3M |
CMCSAComcast Corporation Class A | $6.3M |
CADEEURCadence Bancorporation Class A | $6.2M |
VYMVanguard High Dividend Yield Index ETF | $6.2M |
IBDPiShares iBonds Dec 2024 Term Corporate ETF | $6.1M |
FISVFiserv, Inc. | $6.1M |
IAUiShares iBonds Dec 2023 Term Corporate ETF | $6.1M |
APTVAptiv PLC | $6.1M |
VXFVanguard Extended Market ETF | $6.1M |
DUKDuke Energy Corporation | $6.1M |
IYCiShares U.S. Consumer Services ETF | $6.0M |
VTVanguard Total World Stock ETF | $6.0M |
KMBKimberly-Clark Corporation | $6.0M |
MTCHMatch Group, Inc. | $6.0M |
TMToyota Motor Corp. Sponsored ADR | $5.9M |
IAUiShares iBonds Dec 2022 Term Corporate ETF | $5.8M |
PNCPNC Financial Services Group, Inc. | $5.8M |
JACKJack in the Box Inc. | $5.8M |
IRMIron Mountain, Inc. | $5.7M |
FLOTiShares Floating Rate Bond ETF | $5.7M |
—iShares iBonds Dec 2021 Term Corporate ETF | $5.7M |
TWLOTwilio, Inc. Class A | $5.6M |
DPZDomino's Pizza, Inc. | $5.6M |
SLBSchlumberger NV | $5.6M |
BXMTBlackstone Mortgage Trust, Inc. Class A | $5.6M |
TYLTyler Technologies, Inc. | $5.5M |
PGRProgressive Corporation | $5.5M |
WMBWilliams Companies, Inc. | $5.5M |
XLYConsumer Discretionary Select Sector SPDR Fund | $5.5M |
LULULululemon Athletica Inc | $5.4M |
GSGoldman Sachs Group, Inc. | $5.4M |
LHLaboratory Corporation of America Holdings | $5.3M |
ELEstee Lauder Companies Inc. Class A | $5.2M |
IYFiShares U.S. Financials ETF | $5.1M |
CNCCentene Corporation | $5.1M |
ABAllianceBernstein Holding L.P. | $5.0M |
CMGChipotle Mexican Grill, Inc. | $5.0M |
NTRSNorthern Trust Corporation | $5.0M |
BSCLInvesco BulletShares 2021 Corporate Bond ETF | $5.0M |
NMI1EURKirkland Lake Gold Ltd. | $5.0M |
MDYSPDR S&P Midcap 400 ETF Trust | $5.0M |
IJKiShares S&P Mid-Cap 400 Growth ETF | $4.9M |
WDCWestern Digital Corporation | $4.9M |
KMXCarMax, Inc. | $4.9M |
NVSNNovartis AG Sponsored ADR | $4.9M |
IBDQiShares iBonds Dec 2025 Term Corporate ETF | $4.9M |
IYKiShares U.S. Consumer Goods ETF | $4.9M |
CRWDCrowdStrike Holdings, Inc. Class A | $4.8M |
RSPInvesco S&P 500 Equal Weight ETF | $4.8M |
COPConocoPhillips | $4.7M |
QUALiShares MSCI USA Quality Factor ETF | $4.7M |
DGRWWisdomTree US Quality Dividend Growth Fund | $4.7M |
ACWViShares MSCI Global Min Vol Factor ETF | $4.6M |
FDXFedEx Corporation | $4.6M |
TRMBTrimble Inc. | $4.6M |
GDXVanEck Vectors Gold Miners ETF | $4.6M |
AQLTiShares Select Dividend ETF | $4.5M |
AQLTiShares iBonds Dec 2023 Term Muni Bond ETF | $4.5M |
MGVVanguard Mega Cap Value ETF | $4.5M |
KAMOTortoise North American Pipeline Fund | $4.5M |
—iShares iBonds Dec 2022 Term Muni Bond ETF | $4.4M |
—iShares iBonds Dec 2021 Term Muni Bond ETF | $4.4M |
WBAWalgreens Boots Alliance Inc | $4.4M |
TJXTJX Companies Inc | $4.4M |
DDominion Energy Inc | $4.3M |
EQIXEquinix, Inc. | $4.2M |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | $4.2M |
AQLTiShares iBonds Dec 2024 Term Muni Bond ETF | $4.2M |
IWRiShares Russell Midcap ETF | $4.2M |
IAUiShares iBonds Dec 2025 Term Muni Bond ETF | $4.2M |
IDEViShares Core MSCI International Developed Markets ETF | $4.1M |
IDXXIDEXX Laboratories, Inc. | $4.1M |
DYHTarget Corporation | $4.1M |
PFFiShares Preferred & Income Securities ETF | $4.1M |
KHCKraft Heinz Company | $4.1M |
AKAMAkamai Technologies, Inc. | $4.1M |
LUVSouthwest Airlines Co. | $4.0M |
ADSKAutodesk, Inc. | $4.0M |
CSXCSX Corporation | $4.0M |
SRCLStericycle, Inc. | $3.9M |
RNGRingCentral, Inc. Class A | $3.9M |
GPCGenuine Parts Company | $3.9M |
TDOCTeladoc Health, Inc. | $3.9M |
XLNXEURXilinx, Inc. | $3.8M |
ICSHBlackRock Ultra Short-Term Bond ETF | $3.8M |
TROWT. Rowe Price Group | $3.7M |
LITELumentum Holdings, Inc. | $3.7M |