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 |
|---|---|
RHPRyman Hospitality Properties, Inc. | $597K |
MRSHMarsh & McLennan Companies, Inc. | $594K |
EBNDSPDR Bloomberg Barclays Emerging Markets Local Bond ETF | $592K |
EMLPFirst Trust North American Energy Infrastructure Fund | $591K |
MCXMcCormick & Company, Incorporated | $590K |
SIRIEURSirius XM Holdings, Inc. | $589K |
AMLPAlerian MLP ETF | $587K |
TILTFlexShares Morningstar US Market Factor Tilt Index Fund | $586K |
FYLDCambria Foreign Shareholder Yield ETF | $586K |
MTNVail Resorts, Inc. | $583K |
AEEAmeren Corporation | $581K |
DHID.R. Horton, Inc. | $577K |
HXLHexcel Corporation | $577K |
RSPTInvesco S&P 500 Equal Weight Technology ETF | $576K |
AOAiShares Core Aggressive Allocation ETF | $574K |
MUABlackRock MuniAssets Fund Inc | $569K |
FINXGlobal X FinTech ETF | $569K |
SBRSabine Royalty Trust | $568K |
PEOExelon Corporation | $567K |
CDWCDW Corp. | $567K |
—Nuveen Select Tax-Free Income Portfolio 3 | $566K |
ONEM1Life Healthcare, Inc. | $563K |
ABXBarrick Gold Corporation | $551K |
CEF/USprott Physical Gold and Silver Trust Units | $547K |
JCIJohnson Controls International plc | $546K |
VTWGVanguard Russell 2000 Growth ETF | $545K |
SNASnap-on Incorporated | $540K |
SMHVanEck Vectors Semiconductor ETF | $539K |
ALBAlbemarle Corporation | $537K |
RCLRoyal Caribbean Group | $531K |
OHIOmega Healthcare Investors, Inc. | $529K |
WDIVSPDR S&P Global Dividend ETF | $528K |
RFGInvesco S&P Midcap 400 Pure Growth ETF | $527K |
INGRIngredion Incorporated | $516K |
PLTRPalantir Technologies Inc. Class A | $513K |
SCIService Corporation International | $511K |
AAXJiShares MSCI All Country Asia ex Japan ETF | $510K |
JMSTJPMorgan Ultra-Short Municipal Income ETF | $510K |
BDJBlackRock Enhanced Equity Dividend Trust | $510K |
SD2Sandy Spring Bancorp, Inc. | $510K |
KRCKilroy Realty Corporation | $509K |
DTDWisdomTree U.S. Total Dividend Fund | $508K |
STTState Street Corporation | $508K |
HSYHershey Company | $507K |
WDAYWorkday, Inc. Class A | $503K |
ITA*iShares U.S. Aerospace & Defense ETF | $502K |
CHDChurch & Dwight Co., Inc. | $501K |
GLADUSDGladstone Capital Corporation | $501K |
ESGEiShares ESG Aware MSCI EM ETF | $498K |
EIXEdison International | $493K |
ELMEWashington Real Estate Investment Trust | $490K |
VYMIVanguard International High Dividend Yield ETF | $488K |
IXCiShares Global Energy ETF | $488K |
KBAKraneShares Bosera MSCI China A Share ETF | $483K |
TMPTompkins Financial Corporation | $483K |
BSXBoston Scientific Corporation | $482K |
HLTHilton Worldwide Holdings Inc | $480K |
BERYEURBerry Global Group Inc | $477K |
PMMPutnam Managed Municipal Income Trust | $475K |
VTIPVanguard Short-Term Inflation-Protected Securities ETF | $472K |
SWKStanley Black & Decker, Inc. | $472K |
ITTITT, Inc. | $468K |
CUBECubeSmart | $466K |
OIAInvesco Municipal Income Opportunities Trust of Benef Interest Invesco Municipal Income Opportuniti | $465K |
TFIITFI International Inc. | $460K |
PWRQuanta Services, Inc. | $458K |
CZRCaesars Entertainment Inc | $457K |
ALXNAlexion Pharmaceuticals, Inc. | $455K |
HAINHain Celestial Group, Inc. | $452K |
FTECFidelity MSCI Information Technology Index ETF | $451K |
SKYYFirst Trust Cloud Computing ETF | $450K |
HEPUSDHolly Energy Partners, L.P. | $446K |
PPAInvesco Aerospace & Defense ETF | $446K |
AMXNAmerica Movil SAB de CV Sponsored ADR Class L | $446K |
EOTEaton Vance National Municipal Opportunities Trust | $444K |
SUISun Communities, Inc. | $442K |
QDFFlexShares Quality Dividend Index Fund | $439K |
IVOOVanguard S&P Mid-Cap 400 ETF | $439K |
TFINTriumph Bancorp, Inc. | $438K |
ACWXiShares MSCI ACWI ex U.S. ETF | $438K |
NXPINXP Semiconductors NV | $437K |
PAASPan American Silver Corp. | $437K |
XLGIXLazard Global Total Return & Income Fund Inc | $436K |
UGUnited-Guardian, Inc. | $432K |
SJMJ.M. Smucker Company | $431K |
KEYKeyCorp | $430K |
RIORio Tinto plc Sponsored ADR | $427K |
EWJiShares MSCI Japan ETF | $426K |
IYTiShares Transportation Average ETF | $424K |
IEPIcahn Enterprises L.P. | $424K |
NZACSPDR MSCI ACWI Low Carbon Target ETF | $424K |
PHOInvesco Water Resources ETF | $421K |
HIWHighwoods Properties, Inc. | $421K |
FIBKFirst Interstate BancSystem, Inc. Class A | $420K |
ARKQARK Autonomous Technology & Robotics ETF | $418K |
GTXIEUROncternal Therapeutics, Inc. | $415K |
ALNYAlnylam Pharmaceuticals, Inc | $410K |
MHFWestern Asset Municipal High Income Fund | $410K |
YYY*Amplify High Income ETF | $410K |
—BancorpSouth Bank | $409K |