UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$14.2T
Holdings
1,328
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (1,328 positions)
| Stock | Value |
|---|---|
SCHOSchwab Short-Term US Treasury ETF | $33.2M |
EFAViShares Edge MSCI Min Vol EAFE ETF | $32.2M |
METAFacebook Inc A | $31.0M |
FDNFirst Trust Dow Jones Internet ETF | $30.7M |
TIPiShares TIPS Bond | $30.6M |
EWLiShares MSCI Switzerland ETF | $30.0M |
SAPSAP SE ADR | $29.8M |
XLCSelect Sector Spdr Tr Communication | $29.6M |
DALDelta Air Lines Inc | $29.5M |
KMIKinder Morgan Inc P | $27.9M |
CVSCVS Health Corp | $27.9M |
MIC2EURMacquarie Infrastructure Corp | $27.5M |
TMOThermo Fisher Scientific Inc | $27.5M |
—Invesco BulletShares 2019 HY Corp Bd ETF | $27.4M |
BLKCHFBlackRock Inc | $27.1M |
BSJKInvesco BulletShares 2020 HY Corp Bd ETF | $26.9M |
EPPiShares MSCI Pacific ex Japan | $26.6M |
IWMiShares Russell 2000 | $26.4M |
KMBKimberly-Clark Corp | $26.4M |
LOWLowe's Companies Inc | $26.3M |
SCHASchwab US Small-Cap ETF | $26.3M |
MUBiShares National Muni Bond ETF | $25.8M |
CERNCHFCerner Corp | $25.3M |
GILDGilead Sciences Inc | $25.1M |
EPDEnterprise Products Partners LP | $25.1M |
CMECME Group Inc Class A | $24.8M |
AMLPUSDAlerian MLP ETF | $24.6M |
MMM3M Co | $24.6M |
NDQInvesco QQQ Trust | $24.5M |
DESWisdomTree SmallCap Dividend ETF | $24.5M |
BMYBristol-Myers Squibb Company | $24.4M |
CHKPCheck Point Software Technologies Ltd | $24.1M |
XLNXEURXilinx Inc | $23.9M |
IWViShares Russell 3000 | $23.8M |
FDRRFidelity Dividend ETF for Rising Rates | $23.7M |
MUMicron Technology Inc | $23.1M |
IXNiShares Global Tech ETF | $22.9M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $22.9M |
CHRWC.H. Robinson Worldwide Inc | $22.8M |
ORealty Income Corp | $22.7M |
WFCWells Fargo & Co | $22.6M |
MDLZMondelez International Inc Class A | $22.2M |
ISRGIntuitive Surgical Inc | $22.1M |
IWFiShares Russell 1000 Growth | $22.0M |
COPConocoPhillips | $22.0M |
AXPAmerican Express Co | $21.7M |
ITWIllinois Tool Works Inc | $21.6M |
BALLBall Corp | $21.6M |
KOCoca-Cola Co | $21.5M |
BACBank of America Corporation | $21.3M |
SDOGALPS Sector Dividend Dogs ETF | $20.8M |
EXPDExpeditors International of Washington Inc | $20.7M |
—DowDuPont Inc | $20.5M |
LEALear Corp | $20.4M |
TAPMolson Coors Brewing Co B | $20.1M |
SLBSchlumberger Ltd | $20.1M |
CTSHCognizant Technology Solutions Corp A | $20.0M |
EMREmerson Electric Co | $20.0M |
MCDMcDonald's Corp | $20.0M |
PEYInvesco High Yield Eq Div Achiev ETF | $19.8M |
ACWIiShares MSCI ACWI | $19.8M |
EWCiShares MSCI Canada | $19.6M |
ADIAnalog Devices Inc | $19.5M |
IEIiShares 3-7 Year Treasury Bond ETF | $19.3M |
PSXPhillips 66 | $19.2M |
CLXClorox Co | $19.2M |
OXYOccidental Petroleum Corp | $19.1M |
STESTERIS PLC | $19.0M |
PIIPolaris Industries Inc | $18.9M |
IWDiShares Russell 1000 Value | $18.8M |
OEFiShares S&P 100 | $18.8M |
SOSouthern Co | $18.7M |
SCHMSchwab US Mid-Cap ETF | $18.7M |
EWUiShares MSCI United Kingdom | $18.6M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $18.2M |
XPOXPO Logistics Inc | $18.2M |
ETNEaton Corp PLC | $18.0M |
OKEONEOK Inc | $17.7M |
RSGRepublic Services Inc | $17.6M |
PFFiShares Preferred&Income Securities ETF | $17.6M |
DTHWisdomTree International High Div ETF | $17.5M |
ROSTRoss Stores Inc | $17.4M |
SNASnap-on Inc | $17.3M |
FNDCSchwab Fundamental Intl Sm Co ETF | $17.2M |
LMTLockheed Martin Corp | $17.1M |
IWOiShares Russell 2000 Growth | $17.0M |
TRI4EURThomson Reuters Corp Com | $17.0M |
UPSUnited Parcel Service Inc Class B | $16.9M |
GISGeneral Mills Inc | $16.8M |
RJFRaymond James Financial Inc | $16.8M |
VVVanguard Large-Cap ETF | $16.7M |
JKHYJack Henry & Associates Inc | $16.6M |
VPLVanguard FTSE Pacific ETF | $16.5M |
FQIDigital Realty Trust Inc | $16.5M |
BIIBBiogen Inc | $16.2M |
BSJLInvesco BulletShares 2021 HY Corp Bd ETF | $16.1M |
LAMRLamar Advertising Co | $16.0M |
CPRTCopart Inc | $16.0M |
SYFSynchrony Financial | $15.9M |
8CWCrown Castle International Corp | $15.8M |