UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$13.4B
Holdings
1,302
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (1,302 positions)
| Stock | Value |
|---|---|
SAPSAP SE ADR | $30.6M |
LMTLockheed Martin Corp | $30.6M |
—Invesco BulletShares 2018 HY Corp Bd ETF | $30.3M |
MCDMcDonald's Corp | $30.3M |
ACNAccenture PLC A | $30.2M |
IEFiShares 7-10 Year Treasury Bond ETF | $29.7M |
CWBSPDR Blmbg Barclays Convert Secs ETF | $29.6M |
BKLNInvesco Senior Loan ETF | $29.5M |
EFAViShares Edge MSCI Min Vol EAFE ETF | $29.3M |
XLVSelect Sector Spdr Trust The Health Care Select Sector Spdr Fund | $29.1M |
KOCoca-Cola Co | $28.9M |
AMZNAmazon.com Inc | $28.6M |
NVONovo Nordisk A/S | $27.8M |
WMTWal-Mart Stores Inc | $27.3M |
WFCWells Fargo & Co | $26.4M |
MIC2EURMacquarie Infrastructure Corp | $26.2M |
IWViShares Russell 3000 | $26.0M |
CERNCHFCerner Corp | $25.9M |
COFCapital One Financial Corp | $25.9M |
SCHOSchwab Short-Term US Treasury ETF | $25.8M |
CMECME Group Inc Class A | $25.6M |
DESWisdomTree SmallCap Dividend ETF | $25.6M |
SCHASchwab US Small-Cap ETF | $25.3M |
—New Media Investment Group Inc | $25.0M |
LOWLowe's Companies Inc | $24.4M |
SHYiShares 1-3 Year Treasury Bond | $24.3M |
EPDEnterprise Products Partners LP | $24.1M |
—Invesco BulletShares 2019 HY Corp Bd ETF | $24.0M |
—DowDuPont Inc | $23.5M |
ITWIllinois Tool Works Inc | $23.5M |
BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $23.4M |
TAPMolson Coors Brewing Co B | $23.2M |
MUBiShares National Muni Bond ETF | $22.5M |
DEODiageo PLC | $22.2M |
TMOThermo Fisher Scientific Inc | $22.1M |
AMTAmerican Tower Corp | $22.0M |
IYWIshares U S Technology Etf | $22.0M |
KMIKinder Morgan Inc P | $22.0M |
FDRRFidelity Dividend ETF for Rising Rates | $21.7M |
COPConocoPhillips | $21.6M |
CHKPCheck Point Software Technologies Ltd | $21.6M |
IWFiShares Russell 1000 Growth | $21.5M |
OXYOccidental Petroleum Corp | $21.2M |
BMYBristol-Myers Squibb Company | $21.0M |
SDOGALPS Sector Dividend Dogs ETF | $20.8M |
AXPAmerican Express Co | $20.7M |
IYMiShares US Basic Materials | $20.6M |
NDQInvesco QQQ Trust | $20.5M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $20.0M |
VXUSVanguard Total International Stock ETF | $20.0M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $20.0M |
IWOiShares Russell 2000 Growth | $19.9M |
XPOXPO Logistics Inc | $19.9M |
OEFiShares S&P 100 | $19.6M |
ISRGIntuitive Surgical Inc | $19.6M |
GSGoldman Sachs Group Inc | $19.1M |
UPSUnited Parcel Service Inc Class B | $19.1M |
PEYInvesco High Yield Eq Div Achiev ETF | $19.1M |
RJFRaymond James Financial Inc | $19.0M |
SLBSchlumberger Ltd | $18.9M |
CPRTCopart Inc | $18.8M |
MMM3M Co | $18.8M |
MDLZMondelez International Inc Class A | $18.7M |
WPPWPP PLC | $18.7M |
LYBLyondellBasell Industries NV | $18.6M |
CVSCVS Health Corp | $18.2M |
BSJKInvesco BulletShares 2020 HY Corp Bd ETF | $18.1M |
SCHMSchwab US Mid-Cap ETF | $18.0M |
AQLTiShares US Healthcare Providers | $17.9M |
AIGAmerican International Group Inc | $17.9M |
MUMicron Technology Inc | $17.8M |
BACBank of America Corporation | $17.5M |
IWDiShares Russell 1000 Value | $17.5M |
TLHiShares 10-20 Year Treasury Bond ETF | $17.4M |
ACWIiShares MSCI ACWI | $17.1M |
DTHWisdomTree International High Div ETF | $17.0M |
VVVanguard Large-Cap ETF | $17.0M |
NOCNorthrop Grumman Corp | $16.9M |
CBChubb Ltd | $16.8M |
IYHiShares U.S. Healthcare ETF | $16.8M |
FNDCSchwab Fundamental Intl Sm Co ETF | $16.7M |
LEALear Corp | $16.5M |
GWWW.W. Grainger Inc | $16.4M |
LVLNSPDR S&P Regional Banking ETF | $16.4M |
CTSHCognizant Technology Solutions Corp A | $16.4M |
KMBKimberly-Clark Corp | $16.2M |
BIIBBiogen Inc | $16.2M |
SOSouthern Co | $16.1M |
EEMiShares MSCI Emerging Markets | $16.0M |
TRVThe Travelers Companies Inc | $15.8M |
EXPDExpeditors International of Washington Inc | $15.8M |
SNASnap-on Inc | $15.8M |
VPLVanguard FTSE Pacific ETF | $15.8M |
PSXPhillips 66 | $15.8M |
FQIDigital Realty Trust Inc | $15.6M |
IYEiShares U.S. Energy ETF | $15.6M |
ETNEaton Corp PLC | $15.5M |
IFFInternational Flavors & Fragrances Inc | $15.3M |
GVIiShares Intermediate Govt/Crdt Bd ETF | $15.3M |
HDBHDFC Bank Ltd | $15.2M |