UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2019 Filing

Filed August 13, 2019

Portfolio Value

$15.3B

Holdings

1,461

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (1,461 positions)

StockValue
4I1Philip Morris International Inc
$10.3M
EEMiShares MSCI Emerging Markets
$10.3M
GQ9SPDR Gold Shares
$10.3M
BIPBrookfield Infrastructure Partners LP
$10.3M
RTN1USDRaytheon Co
$9.9M
ILMNIllumina Inc
$9.8M
PHParker Hannifin Corp
$9.8M
JNKSPDR Blmbg Barclays High Yield Bd ETF
$9.5M
IWOiShares Russell 2000 Growth
$9.5M
SPDWSPDR Portfolio Developed Wld ex-US ETF
$9.4M
IYMiShares US Basic Materials
$9.3M
VGKVanguard FTSE Europe ETF
$9.3M
NVDANVIDIA Corp
$9.1M
DEODiageo PLC
$9.1M
FISVFiserv Inc
$9.1M
BBTUSDBB&T Corp
$9.1M
SPYGSPDR S&P 500 Growth
$9.0M
SONYSony Corp
$8.9M
CBSHCommerce Bancshares Inc
$8.8M
DOWDow Inc
$8.8M
SPTMSPDR Portfolio Total Stock Market ETF
$8.8M
MCOMoody's Corporation
$8.8M
ISTBiShares Core 1-5 Year USD Bond ETF
$8.8M
SHYGiShares 0-5 Year High Yield Corp Bd ETF
$8.7M
VWOBVanguard Emerging Mkts Govt Bd ETF
$8.7M
LLYEli Lilly and Co
$8.6M
ORLYO'Reilly Automotive Inc
$8.5M
DALDelta Air Lines Inc
$8.5M
USBUS Bancorp
$8.3M
VEUVanguard FTSE All-World ex-US ETF
$8.3M
VAREURVarian Medical Systems Inc
$8.3M
VMWEURVMware Inc
$8.2M
ACWViShares Edge MSCI Min Vol Global
$8.2M
LKQ1LKQ Corp
$8.2M
IDXXIDEXX Laboratories Inc
$8.1M
MOAltria Group Inc
$8.1M
TRVThe Travelers Companies Inc
$8.0M
MARMarriott International Inc
$8.0M
IDEViShares Core MSCI Intl Dev Mkts ETF
$7.9M
XYLXylem Inc
$7.9M
NOWServiceNow Inc
$7.8M
WPCW.P. Carey Inc
$7.7M
EEMSiShares MSCI Emerging Markets Sm-Cp ETF
$7.7M
ERICTelefonaktiebolaget L M Ericsson
$7.7M
IPACiShares Core MSCI Pacific ETF
$7.6M
SPIBSPDR Portfolio Interm Term Corp Bd ETF
$7.5M
CMCSAComcast Corp Class A
$7.4M
KMXCarMax Inc
$7.4M
RYRoyal Bank of Canada
$7.4M
NVSNNovartis Ag
$7.3M
SIRIEURSirius XM Holdings Inc
$7.3M
JPUSJPMorgan Diversified Return US Eq ETF
$7.3M
BONDPIMCO Active Bond ETF
$7.2M
PAAPlains All American Pipeline LP
$7.2M
GEGeneral Electric Co
$7.2M
BABAAlibaba Group Holding Ltd ADR
$7.2M
PXDEURPioneer Natural Resources Co
$7.1M
CINFCincinnati Financial Corp
$7.1M
IYHiShares U.S. Healthcare ETF
$7.1M
PAGPPlains GP Holdings LP
$7.1M
STIPiShares 0-5 Year TIPS Bond ETF
$7.1M
EOGEOG Resources Inc
$7.1M
UBSIUnited Bankshares Inc
$7.0M
TTPHEURTetraphase Pharmaceuticals Inc
$7.0M
iShares iBonds Dec 2021 Term Corp ETF
$6.9M
CMICummins Inc
$6.9M
BERYEURBerry Global Group Inc
$6.8M
CRMSalesforce.com Inc
$6.8M
IEFiShares 7-10 Year Treasury Bond ETF
$6.7M
SPYVSPDR Portfolio S&P 500 Value ETF
$6.7M
BNDVanguard Total Bond Market ETF
$6.7M
ETEnergy Transfer Equity LP
$6.7M
GBDCGolub Capital Bdc Inc
$6.6M
iShares iBonds Dec 2020 Term Corporate
$6.6M
JPMorgan Diversified Return Glbl Eq ETF
$6.6M
IPInternational Paper Co
$6.5M
SCHDSchwab US Dividend Equity ETF
$6.5M
IAUiShares iBonds Dec 2023 Term Corp ETF
$6.4M
HRSEURHarris Corp
$6.4M
BPBP PLC ADR
$6.4M
SYKStryker Corp
$6.4M
NUVNuveen Municipal Value
$6.3M
LHLaboratory Corp of America Holdings
$6.3M
TROWT. Rowe Price Group Inc
$6.3M
IWBiShares Russell 1000
$6.3M
AFWAlign Technology Inc
$6.3M
VMBSVanguard Mortgage-Backed Secs ETF
$6.2M
DUKDuke Energy Corp
$6.2M
IAUiShares iBonds Dec 2022 Term Corp ETF
$6.2M
CSXCSX Corp
$6.1M
PLDPrologis Inc
$6.1M
DEMWisdomTree Emerging Markets High Div ETF
$6.1M
TJXTJX Companies Inc
$6.1M
TMToyota Motor Corporation Ads
$6.1M
NSCNorfolk Southern Corp
$6.0M
FITBFifth Third Bancorp
$5.9M
SPGSimon Property Group Inc
$5.9M
MPTMedical Properties Trust Inc
$5.9M
PNCPNC Financial Services Group Inc
$5.8M
HBC2HSBC Holdings PLC ADR
$5.8M
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