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 |
|---|---|
BACBank of America Corporation | $12.7M |
CHKPCheck Point Software Technologies Ltd | $12.5M |
MNKMallinckrodt PLC | $12.5M |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $12.4M |
EEMiShares MSCI Emerging Markets | $12.4M |
IYCiShares US Consumer Services | $12.3M |
AWMSkyworks Solutions Inc | $12.3M |
FNDXSchwab Fundamental US Large Company ETF | $12.2M |
—PowerShares Dynamic Leisure & Entmnt ETF | $12.2M |
LVSLas Vegas Sands Corp | $12.1M |
CPRTCopart Inc | $12.1M |
TLTIshares 20 Plus Year Treasury Bond Etf | $12.0M |
—iShares iBonds Dec 2021 Term Corporate | $12.0M |
IAUiShares iBonds Dec 2023 Term Corporate | $12.0M |
IAUiShares iBonds Dec 2022 Term Corporate | $11.9M |
—WisdomTree Japan Hedged Capital Gds ETF | $11.9M |
IYKiShares US Consumer Goods | $11.9M |
IBDPiShares iBonds Dec 2024 Term Corporate | $11.9M |
SOXXiShares PHLX Semiconductor | $11.8M |
—iShares iBonds Dec 2019 Term Corporate | $11.6M |
IBDRiShares iBonds Dec 2026 Term Corporate | $11.5M |
—iShares iBonds Dec 2020 Term Corporate | $11.5M |
OXYOccidental Petroleum Corp | $11.5M |
EQTEQT Corp | $11.3M |
RMEResMed Inc | $11.3M |
PMBSPIMCO Investment Grade Corporate Bd ETF | $11.3M |
MARMarriott International Inc | $11.3M |
—iShares iBonds Dec 2018 Term Corporate | $11.3M |
DEDeere & Co | $11.2M |
—iShares iBonds Dec 2017 Term Corporate | $11.2M |
IBDQiShares iBonds Dec 2025 Term Corporate | $11.2M |
XLNXEURXilinx Inc | $11.1M |
JECUSDJacobs Engineering Group Inc | $11.1M |
CAJPYCanon Inc | $11.1M |
GSKGlaxoSmithKline PLC ADR | $11.0M |
LEGLeggett & Platt Inc | $11.0M |
SCHZSchwab US Aggregate Bond ETF | $11.0M |
UBSIUnited Bankshares Inc | $10.8M |
IEIiShares 3-7 Year Treasury Bond | $10.7M |
PSXPhillips 66 | $10.6M |
WPPWPP PLC | $10.6M |
—Guggenheim BulletShrs 2021 HY CorpBd ETF | $10.6M |
BIIBBiogen Inc | $10.6M |
EOGEOG Resources Inc | $10.6M |
VOOVanguard 500 ETF | $10.6M |
DONWisdomTree MidCap Dividend ETF | $10.5M |
VVRInvesco Senior Income Trust | $10.5M |
DDE.I. du Pont de Nemours & Co | $10.5M |
XJQCXNuveen Credit Strategies Income | $10.5M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $10.4M |
BRBroadridge Financial Solutions Inc | $10.3M |
YUMYum Brands Inc | $10.3M |
AIZAssurant Inc | $10.3M |
FXLFirst Trust Technology AlphaDEX ETF | $10.2M |
—Buckeye Partners LP | $10.2M |
BIPBrookfield Infrastructure Partners LP | $10.2M |
SCHVSchwab US Large-Cap Value ETF | $10.1M |
AVGOBroadcom Ltd | $10.1M |
—SPDR S&P Intl Cnsmr Stapl Sect ETF | $10.0M |
ORealty Income Corp | $9.9M |
ROSTRoss Stores Inc | $9.9M |
SMLVSPDR SSGA US Small Cap Low Volatil ETF | $9.9M |
VODVodafone Group PLC ADR | $9.9M |
AFLAflac Inc | $9.8M |
BKBank of New York Mellon Corp | $9.8M |
—Guggenheim BulletShrs 2022 HY CorpBd ETF | $9.7M |
TSSTotal System Services Inc | $9.7M |
IWDiShares Russell 1000 Value | $9.6M |
CTSHCognizant Technology Solutions Corp A | $9.6M |
LKQ1LKQ Corp | $9.5M |
PHParker Hannifin Corp | $9.5M |
TRVCCitigroup Inc | $9.5M |
BLKCHFBlackRock Inc | $9.3M |
—PowerShares DWA Energy Momentum ETF | $9.2M |
FTSFortis Inc | $9.2M |
EEMViShares Edge MSCI Min Vol Emerging Mkts | $9.2M |
AQLTiShares US Healthcare Providers | $9.1M |
VBVanguard Small-Cap ETF | $9.1M |
—STERIS PLC | $9.1M |
QTECFirst Trust NASDAQ-100-Tech Sector ETF | $8.9M |
4I1Philip Morris International Inc | $8.8M |
—New Media Investment Group | $8.8M |
A4SAmeriprise Financial Inc | $8.8M |
SABRSabre Corp | $8.7M |
IWOiShares Russell 2000 Growth | $8.7M |
VGLTVanguard Long-Term Government Bd ETF | $8.7M |
SRCLStericycle Inc | $8.6M |
PAAPlains All American Pipeline LP | $8.6M |
EEMSiShares MSCI Emerging Markets Small-Cap | $8.6M |
AEPAmerican Electric Power Co Inc | $8.6M |
VIGVanguard Dividend Appreciation ETF | $8.5M |
WABWestinghouse Air Brake Technologies Corp | $8.4M |
VAREURVarian Medical Systems Inc | $8.3M |
MCKMcKesson Corp | $8.3M |
UNHUnitedHealth Group Inc | $8.3M |
SCHGSchwab US Large-Cap Growth ETF | $8.2M |
WBAWalgreen Boots Alliance Inc Com | $8.2M |
CAHCardinal Health Inc | $8.1M |
CHRWC.H. Robinson Worldwide Inc | $8.1M |
BSVVanguard Short-Term Bond ETF | $8.1M |