UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$13.1B
Holdings
1,307
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (1,307 positions)
| Stock | Value |
|---|---|
IYCiShares US Consumer Services | $9.8M |
A4SAmeriprise Financial Inc | $9.7M |
AEPAmerican Electric Power Co Inc | $9.7M |
WABWestinghouse Air Brake Technologies Corp | $9.7M |
WATWaters Corp | $9.5M |
4I1Philip Morris International Inc | $9.4M |
FNDXSchwab Fundamental US Large Company ETF | $9.4M |
GOODGladstone Commercial Corp | $9.3M |
RDS/ARoyal Dutch Shell PLC | $9.2M |
UBSIUnited Bankshares Inc | $9.2M |
VOVanguard Mid-Cap ETF | $9.1M |
HAINThe Hain Celestial Group Inc | $9.0M |
TTENTotal Sa | $9.0M |
ILMNIllumina Inc | $9.0M |
VGLTVanguard Long-Term Treasury ETF | $9.0M |
PXDEURPioneer Natural Resources Co | $9.0M |
ICLRIcon PLC | $8.9M |
EEMSiShares MSCI Emerging Markets Sm-Cp ETF | $8.9M |
PXGBXPraxair Inc | $8.9M |
RTN1USDRaytheon Co | $8.9M |
CBSHCommerce Bancshares Inc | $8.6M |
ABEVAmbev SA | $8.5M |
HDBHDFC Bank Ltd | $8.5M |
USBUS Bancorp | $8.5M |
TROWT. Rowe Price Group Inc | $8.5M |
XLIIndustrial Select Sector SPDR ETF | $8.4M |
SPGIS&Pglobal Inc Com | $8.4M |
VCITVanguard Intermediate-Term Corp Bd ETF | $8.4M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $8.3M |
TMUST-Mobile US Inc | $8.3M |
ROBORobo Global Robotics&Automation ETF | $8.2M |
SJMJM Smucker Co | $8.2M |
XYLXylem Inc | $8.2M |
LGF/BEURLions Gate Entertainment Corp | $8.1M |
CAECae Inc Com | $8.1M |
RELXRelx N V American Depositary Shares | $8.0M |
GMGeneral Motors Co | $8.0M |
SONYSony Corp | $8.0M |
CRAKVanEck Vectors Oil Refiners ETF | $8.0M |
HONHoneywell International Inc | $7.9M |
IBUYAmplify Online Retail ETF | $7.8M |
FISVFiserv Inc | $7.7M |
VOOGVanguard S&P 500 Growth ETF | $7.7M |
ARKTARK Web x.0 ETF | $7.6M |
VEUVanguard FTSE All-World ex-US ETF | $7.5M |
IEIiShares 3-7 Year Treasury Bond ETF | $7.5M |
MUMicron Technology Inc | $7.5M |
BBCBioShares Biotechnology Clinical Trials | $7.5M |
WBAWalgreen Boots Alliance Inc Com | $7.4M |
—Ellie Mae Inc | $7.4M |
EWOiShares MSCI Austria Capped ETF | $7.3M |
AVGOBroadcom Ltd | $7.2M |
—PowerShares S&P 500 Low Volatility ETF | $7.2M |
AFWAlign Technology Inc | $7.1M |
NTRSNorthern Trust Corp | $7.0M |
LRCXEURLam Research Corp | $7.0M |
XLBMaterials Select Sector SPDR ETF | $7.0M |
PFFiShares US Preferred Stock | $6.9M |
FLT1EURFleetcor Technologies Inc | $6.9M |
HRSEURHarris Corp | $6.8M |
ISTBiShares Core 1-5 Year USD Bond ETF | $6.7M |
ADBEAdobe Systems Inc | $6.7M |
—Guggenheim S&P 500 Equal Weight ETF | $6.7M |
VWOBVanguard Emerging Mkts Govt Bd ETF | $6.6M |
KHCThe Kraft Heinz Co | $6.5M |
PNCPNC Financial Services Group Inc | $6.5M |
BXUSDBlackstone Group LP | $6.4M |
SPYVSPDR Portfolio S&P 500 Value ETF | $6.4M |
SRCLStericycle Inc | $6.3M |
EPPiShares MSCI Pacific ex Japan | $6.3M |
MOAltria Group Inc | $6.3M |
AWMSkyworks Solutions Inc | $6.3M |
YUMCYum China Hldgs Inc Com | $6.2M |
PAGPPlains GP Holdings LP | $6.2M |
ECLEcolab Inc | $6.2M |
IWBiShares Russell 1000 | $6.2M |
IEViShares Europe | $6.2M |
—PowerShares S&P SmallCap Health Care ETF | $6.1M |
VXFVanguard Extended Market ETF | $6.1M |
—Aetna Inc | $6.0M |
AABAUSDAltaba Inc | $6.0M |
—iShares iBonds Sep 2018 Term Muni Bd ETF | $5.9M |
CATCaterpillar Inc | $5.9M |
PAAPlains All American Pipeline LP | $5.9M |
—Wilshire Micro-Cap ETF | $5.9M |
TXNTEXAS INSTRS INC COM (txn) | $5.9M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $5.9M |
FNDASchwab Fundamental US Small Company ETF | $5.9M |
—iShares iBonds Sep 2019 Term Muni Bd ETF | $5.8M |
IJKiShares S&P Mid-Cap 400 Growth | $5.8M |
KMXCarMax Inc | $5.7M |
LGFEURLions Gate Entertainment Corp | $5.7M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $5.6M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $5.6M |
RYRoyal Bank of Canada | $5.6M |
MSCIMSCI Inc | $5.5M |
TSNTyson Foods Inc Class A | $5.5M |
CFCF Industries Holdings Inc | $5.5M |
TDToronto Dominion Bk Ont Com New | $5.5M |
SLCAUS Silica Holdings Inc | $5.5M |