UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2017 Filing
Filed May 12, 2017
Portfolio Value
$10.7B
Holdings
1,237
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (1,237 positions)
| Stock | Value |
|---|---|
DESWisdomTree SmallCap Dividend ETF | $23.3M |
GILDGilead Sciences Inc | $22.8M |
ABTAbbott Laboratories | $22.8M |
KOCoca-Cola Co | $22.5M |
COSTCostco Wholesale Corp | $22.4M |
—Guggenheim BulletShrs 2017 HY CorpBd ETF | $22.4M |
MAMastercard Inc A | $22.1M |
METAFacebook Inc A | $22.0M |
AIGAmerican International Group Inc | $21.7M |
ITWIllinois Tool Works Inc | $21.1M |
IYWIshares U S Technology Etf | $21.0M |
PWVPowerShares Dynamic Large Cap Growth ETF | $20.8M |
AFWAlign Technology Inc | $20.6M |
—Guggenheim BulletShrs 2018 HY CorpBd ETF | $20.6M |
TRVThe Travelers Companies Inc | $20.0M |
MUBiShares National Muni Bond | $19.8M |
GWWW.W. Grainger Inc | $19.6M |
EPDEnterprise Products Partners LP | $19.5M |
WFCWells Fargo & Co | $19.5M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $19.3M |
—PowerShares DWA Utilities Momentum ETF | $19.3M |
SDOGALPS Sector Dividend Dogs ETF | $19.3M |
AMTAmerican Tower Corp | $19.3M |
ORCLOracle Corp | $19.1M |
—PowerShares High Yld Eq Div Achiev ETF | $19.1M |
UPSUnited Parcel Service Inc Class B | $19.1M |
IYMiShares US Basic Materials | $19.0M |
LOWLowe's Companies Inc | $18.9M |
OEFiShares S&P 100 | $18.7M |
CVSCVS Health Corp | $18.6M |
GOODGladstone Commercial | $18.5M |
CMECME Group Inc Class A | $18.2M |
ROBORobo Global Robotics&Automation ETF | $18.2M |
SKYYFirst Trust Cloud Computing ETF | $18.2M |
KMIKinder Morgan Inc P | $18.1M |
—Guggenheim Multi-Asset Income ETF | $17.9M |
EMBiShares JPMorgan USD Emerg Markets Bond | $17.9M |
—PowerShares QQQ ETF | $17.8M |
WMTWal-Mart Stores Inc | $17.8M |
STTSPDR Blmbg Barclays High Yield Bd ETF | $17.6M |
NVONovo Nordisk A/S | $17.5M |
IEFiShares 7-10 Year Treasury Bond | $17.5M |
SCHASchwab US Small-Cap ETF | $17.4M |
MIC2EURMacquarie Infrastructure Corp | $17.2M |
VVVanguard Large-Cap ETF | $17.1M |
FXHFirst Trust Health Care AlphaDEX ETF | $17.1M |
AXPAmerican Express Co | $17.0M |
TMOThermo Fisher Scientific Inc | $16.9M |
NVSNNovartis Ag | $16.7M |
AIGAmerican International Group Inc | $16.7M |
SOSouthern Co | $16.6M |
WEPMagellan Midstream Partners LP | $16.6M |
AQLTiShares Select Dividend | $16.6M |
FQIDigital Realty Trust Inc | $16.5M |
SAPSAP SE ADR | $16.4M |
RJFRaymond James Financial Inc | $16.3M |
MDLZMondelez International Inc Class A | $16.3M |
AMLPUSDAlerian MLP ETF | $16.2M |
COPConocoPhillips | $16.1M |
BMYBristol-Myers Squibb Company | $15.6M |
BALLBall Corp | $15.4M |
SNIScripps Networks Interactive Inc A | $15.4M |
VXUSVanguard Total International Stock ETF | $15.2M |
RSGRepublic Services Inc | $15.2M |
GVIiShares Interm Government/Credit Bd | $15.1M |
IYHiShares U.S. Healthcare ETF | $15.0M |
EXPEExpedia Inc | $14.9M |
LVLNSPDR S&P Regional Banking ETF | $14.9M |
IFFInternational Flavors & Fragrances Inc | $14.9M |
ACNAccenture PLC A | $14.8M |
DTHWisdomTree International High Div ETF | $14.8M |
JKHYJack Henry & Associates Inc | $14.6M |
LAMRLamar Advertising Co | $14.6M |
FFIVF5 Networks Inc | $14.3M |
—Guggenheim BulletShrs 2019 HY CorpBd ETF | $14.3M |
CATCaterpillar Inc | $14.3M |
ETNEaton Corp PLC | $14.2M |
IYRiShares US Real Estate | $14.2M |
EXPDExpeditors International of Washington Inc | $14.2M |
NOCNorthrop Grumman Corp | $14.1M |
EDConsolidated Edison Inc | $14.0M |
IYEiShares U.S. Energy ETF | $13.9M |
GSGoldman Sachs Group Inc | $13.9M |
EMREmerson Electric Co | $13.8M |
—PowerShares S&P SmallCap Info Tech ETF | $13.5M |
GMGeneral Motors Co | $13.5M |
SJMJM Smucker Co | $13.4M |
CBChubb Ltd | $13.4M |
IDUiShares US Utilities | $13.3M |
EFAiShares MSCI EAFE | $13.3M |
VCSHVanguard Short-Term Corporate Bond ETF | $13.2M |
IYFIshares U S Financials Etf | $13.1M |
XPOXPO Logistics Inc | $13.0M |
ACWIiShares MSCI ACWI | $13.0M |
TRIThomson Reuters Corp Com | $12.9M |
—Guggenheim BulletShrs 2020 HY CorpBd ETF | $12.8M |
IYZiShares US Telecommunications | $12.7M |
—New Senior Investment Group Inc | $12.7M |
PFFiShares US Preferred Stock | $12.7M |
IWFiShares Russell 1000 Growth | $12.7M |