UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$11.2B
Holdings
1,270
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (1,270 positions)
| Stock | Value |
|---|---|
AYIAcuity Brands Inc | $8.3M |
WBAWalgreen Boots Alliance Inc Com | $8.1M |
CAHCardinal Health Inc | $8.0M |
USBUS Bancorp | $8.0M |
SRCLStericycle Inc | $8.0M |
BXUSDBlackstone Group LP | $7.9M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $7.9M |
VOVanguard Mid-Cap ETF | $7.9M |
CBSHCommerce Bancshares Inc | $7.9M |
LGF/BEURLions Gate Entertainment Corp | $7.7M |
VCITVanguard Intermediate-Term Corp Bd ETF | $7.7M |
BSVVanguard Short-Term Bond ETF | $7.6M |
FNDASchwab Fundamental US Small Company ETF | $7.6M |
PXGBXPraxair Inc | $7.6M |
ISTBiShares Core 1-5 Year USD Bond | $7.5M |
KRThe Kroger Co | $7.5M |
INFOIHS Markit Ltd A | $7.4M |
EQIXEquinix Inc | $7.3M |
HONHoneywell International Inc | $7.3M |
BABAAlibaba Group Holding Ltd ADR | $7.0M |
MOAltria Group Inc | $7.0M |
IWPiShares Russell Mid-Cap Growth | $7.0M |
NTRSNorthern Trust Corp | $7.0M |
—Guggenheim Frontier Markets ETF | $7.0M |
XLFIConsumer Staples Select Sector SPDR ETF | $6.9M |
PAAPlains All American Pipeline LP | $6.9M |
LGFEURLions Gate Entertainment Corp | $6.8M |
FISVFiserv Inc | $6.8M |
—PowerShares DWA Energy Momentum ETF | $6.7M |
GWWW.W. Grainger Inc | $6.6M |
—DCT Industrial Trust Inc | $6.6M |
RDS/ARoyal Dutch Shell PLC | $6.5M |
VEUVanguard FTSE All-World ex-US ETF | $6.5M |
XRTSPDR S&P Retail ETF | $6.4M |
KHCThe Kraft Heinz Co | $6.4M |
YUMCYum China Hldgs Inc Com | $6.4M |
SMINiShares MSCI India Small-Cap | $6.3M |
VNOVornado Realty Trust | $6.3M |
CAECae Inc Com | $6.3M |
MCKMcKesson Corp | $6.2M |
—Twenty-First Century Fox Inc Class A | $6.1M |
ICLRIcon PLC | $6.1M |
AETAetna Inc | $6.1M |
—Wilshire Micro-Cap ETF | $6.0M |
RELXRelx N V American Depositary Shares | $6.0M |
—Guggenheim S&P 500 Equal Weight ETF | $6.0M |
IXUSiShares Core MSCI Total Intl Stk | $5.9M |
INTUIntuit Inc | $5.9M |
PNCPNC Financial Services Group Inc | $5.9M |
PAGPPlains GP Holdings LP | $5.9M |
ECLEcolab Inc | $5.9M |
—New Senior Investment Group Inc | $5.8M |
—iShares iBonds Sep 2017 Term Muni Bond | $5.8M |
LLYEli Lilly and Co | $5.8M |
AMGNAmgen Inc | $5.8M |
IHIiShares US Medical Devices | $5.8M |
REGRegency Centers Corp | $5.7M |
NVDANVIDIA Corp | $5.7M |
MOSThe Mosaic Co | $5.6M |
—SPDR S&P International Tech Sect ETF | $5.6M |
PXDEURPioneer Natural Resources Co | $5.6M |
EXRExtra Space Storage Inc | $5.6M |
HAINThe Hain Celestial Group Inc | $5.6M |
ILMNIllumina Inc | $5.5M |
SCHDSchwab US Dividend Equity ETF | $5.5M |
KMXCarMax Inc | $5.4M |
TXNTexas Instruments Inc | $5.4M |
BERYEURBerry Global Group Inc | $5.3M |
XYLXylem Inc | $5.3M |
—Hertz Rental Car Holding Co Inc | $5.2M |
VXFVanguard Extended Market ETF | $5.2M |
MDYSPDR S&P MidCap 400 ETF | $5.1M |
BNDVanguard Total Bond Market ETF | $5.0M |
FNDFSchwab Fundamental Intl Lg Co ETF | $5.0M |
TROWT. Rowe Price Group Inc | $5.0M |
RTN1USDRaytheon Co | $5.0M |
IJKiShares S&P Mid-Cap 400 Growth | $4.9M |
TDToronto Dominion Bk Ont Com New | $4.8M |
—iShares iBonds Sep 2020 Term Muni Bond | $4.8M |
SCHFSchwab International Equity ETF | $4.8M |
—iShares iBonds Sep 2018 Term Muni Bond | $4.8M |
EPPiShares MSCI Pacific ex Japan | $4.8M |
SPGIS&Pglobal Inc Com | $4.8M |
IEViShares Europe | $4.7M |
—iShares iBonds Sep 2019 Term Muni Bond | $4.7M |
FMUSDiShares MSCI Frontier 100 | $4.7M |
ETEnergy Transfer Equity LP | $4.7M |
FVDFirst Trust Value Line Dividend ETF | $4.7M |
—iShares iBonds Dec 2021 Term Muni Bond | $4.7M |
SPGSimon Property Group Inc | $4.7M |
ADBEAdobe Systems Inc | $4.6M |
—Guggenheim BulletShrs 2019 Corp Bd ETF | $4.6M |
WDIVSPDR S&P Global Dividend ETF | $4.6M |
TYLTyler Technologies Inc | $4.6M |
HRSEURHarris Corp | $4.6M |
—Guggenheim Multi-Asset Income ETF | $4.6M |
XLIIndustrial Select Sector SPDR ETF | $4.5M |
BCEBce Inc Com New | $4.5M |
LHLaboratory Corp of America Holdings | $4.5M |
WYWeyerhaeuser Co | $4.4M |