UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2019 Filing
Filed May 14, 2019
Portfolio Value
$14.2B
Holdings
1,328
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (1,328 positions)
| Stock | Value |
|---|---|
SCHDSchwab US Dividend Equity ETF | $5.4M |
TYLTyler Technologies Inc | $5.4M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $5.4M |
TMToyota Motor Corporation Ads | $5.4M |
ABAllianceBernstein Holding LP | $5.3M |
PLDPrologis Inc | $5.2M |
WBAWalgreen Boots Alliance Inc Com | $5.2M |
VXFVanguard Extended Market ETF | $5.2M |
HBC2HSBC Holdings PLC ADR | $5.1M |
XLESelect Sector Spdr Trust Shs Ben Int Energy | $5.1M |
SYKStryker Corp | $5.1M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $5.1M |
—iShares iBonds Sep 2019 Term Muni Bd ETF | $5.0M |
LHLaboratory Corp of America Holdings | $5.0M |
PNCPNC Financial Services Group Inc | $5.0M |
BPBP PLC ADR | $4.9M |
SABRSabre Corp | $4.9M |
TRVThe Travelers Companies Inc | $4.9M |
—iShares iBonds Dec 2019 Term Corp ETF | $4.9M |
IPACiShares Core MSCI Pacific ETF | $4.9M |
SPDWSPDR Portfolio Developed Wld ex-US ETF | $4.9M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $4.9M |
MGVVanguard Mega Cap Value ETF | $4.8M |
AWMSkyworks Solutions Inc | $4.8M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $4.8M |
LYBLyondellBasell Industries NV | $4.8M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $4.8M |
ACICUnited Insurance Holdings Corp | $4.8M |
TDToronto Dominion Bk Ont Com New | $4.8M |
GBDCGolub Capital Bdc Inc | $4.8M |
BWABorgWarner Inc | $4.7M |
GMGeneral Motors Co | $4.7M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $4.7M |
DDominion Resources Inc | $4.7M |
AABAUSDAltaba Inc | $4.6M |
PHGRoyal Philips NV ADR | $4.6M |
AKAMAkamai Technologies Inc | $4.6M |
HDSUSDHD Supply Holdings Inc | $4.5M |
INTUIntuit Inc | $4.5M |
BCEBce Inc Com New | $4.5M |
PAYXPaychex Inc | $4.4M |
RSPTInvesco S&P 500 Equal Weight Tech ETF | $4.4M |
SPTMSPDR Portfolio Total Stock Market ETF | $4.4M |
XECEURCimarex Energy Co | $4.4M |
WDIVSPDR S&P Global Dividend ETF | $4.4M |
FMUSDiShares MSCI Frontier 100 | $4.3M |
URIUnited Rentals Inc | $4.3M |
IYHiShares U.S. Healthcare ETF | $4.3M |
SRCLStericycle Inc | $4.2M |
ACWViShares Edge MSCI Min Vol Global | $4.2M |
VYMVanguard High Dividend Yield ETF | $4.2M |
STLDSteel Dynamics Inc | $4.2M |
CFCF Industries Holdings Inc | $4.1M |
TPLUSDTexas Pacific Land Trust | $4.0M |
RSPHInvesco S&P 500 Equal Wt Hlth Care ETF | $4.0M |
ABGAmerisourceBergen Corp | $4.0M |
FNDFSchwab Fundamental Intl Lg Co ETF | $3.9M |
IYGiShares US Financial Services ETF | $3.9M |
MOHMolina Healthcare Inc | $3.9M |
ADPAutomatic Data Processing Inc | $3.8M |
LFEQVaneck Vectors Etf Tr Ndr Cmg Ln Flt | $3.8M |
BABAAlibaba Group Holding Ltd ADR | $3.8M |
ALSAllstate Corp | $3.8M |
BANXStoneCastle Financial Corp | $3.7M |
APDAir Products & Chemicals Inc | $3.7M |
FBTFirst Trust NYSE Arca Biotech ETF | $3.7M |
ZBHZimmer Biomet Holdings Inc | $3.6M |
SHOPShopify Inc | $3.6M |
BBTUSDBB&T Corp | $3.6M |
DONSPDR Dow Jones Industrial Average ETF | $3.6M |
VRTXVertex Pharmaceuticals Inc | $3.6M |
DOLWisdomTree International LargeCp Div ETF | $3.6M |
IWRiShares Russell Mid-Cap | $3.6M |
VEEVVeeva Systems Inc | $3.5M |
SPLVInvesco S&P 500 Low Volatility ETF | $3.5M |
IHDGWisdomTree International Hedged Quality Dividend Growth ETF | $3.5M |
MCHPMicrochip Technology Inc | $3.5M |
WDAYWorkday Inc | $3.5M |
HCAHCA Holdings Inc | $3.5M |
SUBiShares Short-Term National Muni Bond | $3.5M |
FXOFirst Trust Financials AlphaDEX ETF | $3.5M |
SCHWCharles Schwab Corp | $3.5M |
ELVAnthem Inc | $3.4M |
EQC 6.5 PERP DEquity COMWTH 6.500 CONV | $3.4M |
WMWaste Management Inc | $3.4M |
IBDQiShares iBonds Dec 2025 Term Corp ETF | $3.4M |
SONSonoco Products Co | $3.3M |
HAINThe Hain Celestial Group Inc | $3.3M |
ANETEURArista Networks Inc | $3.3M |
JPSTJPMorgan Ultra-Short Income ETF | $3.3M |
ABEVAmbev SA | $3.3M |
—Nuveen Select TaxFree Income 2 | $3.3M |
IBDRiShares iBonds Dec 2026 Term Corp ETF | $3.3M |
VRSKVerisk Analytics Inc | $3.2M |
DYHTarget Corp | $3.2M |
VTHRVanguard Russell 3000 ETF | $3.2M |
ADSKAutodesk Inc | $3.2M |
NUVNuveen Municipal Value | $3.2M |
TFISPDR Nuveen Blmbg Barclays Muni Bd ETF | $3.2M |
IBDSIshares Tr Ibonds Etf | $3.1M |