UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$14.2T
Holdings
1,326
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (1,326 positions)
| Stock | Value |
|---|---|
AQLTiShares US Treasury Bond | $454.1M |
IVViShares Core S&P 500 | $413.3M |
AAPLApple Inc | $361.5M |
VUGVanguard Growth ETF | $341.6M |
AQLTiShares Core MSCI EAFE | $333.5M |
VTVVanguard Value ETF | $331.3M |
IGIBIshares Tr Intrm Tr Crp Etf | $302.9M |
MBBiShares MBS | $244.8M |
DBEFDeutsche X-trackers MSCI EAFE Hedged Eq | $232.8M |
IEMGiShares Core MSCI Emerging Markets ETF | $224.9M |
SPYSPDR S&P 500 ETF | $143.1M |
NKENike Inc B | $142.6M |
VNQVanguard REIT ETF | $135.6M |
MSFTMicrosoft Corp | $128.5M |
IWMiShares Russell 2000 | $115.9M |
VTIVanguard Total Stock Market ETF | $113.7M |
XOMExxon Mobil Corp | $111.2M |
CSCOCisco Systems Inc | $100.9M |
SCHPSchwab US TIPS ETF | $98.8M |
SBUXStarbucks Corp | $96.0M |
CVXChevron Corp | $91.7M |
HDThe Home Depot Inc | $88.6M |
SHYiShares 1-3 Year Treasury Bond | $86.9M |
BACVerizon Communications Inc | $86.3M |
IJHiShares Core S&P Mid-Cap | $83.0M |
VVisa Inc Class A | $82.0M |
GOOGLAlphabet Inc A | $80.1M |
JPMJPMorgan Chase & Co | $79.4M |
GOOGAlphabet Inc C | $79.0M |
HYGiShares iBoxx $ High Yield Corporate Bd | $78.6M |
XLVSelect Sector Spdr Trust The Health Care Select Sector Spdr Fund | $78.5M |
BRK/BBerkshire Hathaway Inc B | $76.1M |
BNDXVanguard Total International Bond ETF | $75.1M |
JNJJohnson & Johnson | $74.8M |
PEPPepsiCo Inc | $74.2M |
MINTPIMCO Enhanced Short Maturity Active ETF | $73.9M |
IJTiShares S&P Small-Cap 600 Growth ETF | $70.1M |
BABoeing Co | $68.8M |
IJSiShares S&P Small-Cap 600 Value ETF | $68.4M |
VBRVanguard Small-Cap Value ETF | $67.6M |
IVWiShares S&P 500 Growth | $67.4M |
VBKVanguard Small-Cap Growth ETF | $65.9M |
SCHGSchwab US Large-Cap Growth ETF | $64.6M |
MAMastercard Inc A | $63.5M |
SCHVSchwab US Large-Cap Value ETF | $63.4M |
USMViShares Edge MSCI Min Vol USA | $63.3M |
VEAVanguard FTSE Developed Markets ETF | $63.3M |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $62.8M |
IGSBIshares Tr Sh Tr Crport Etf | $60.8M |
FLOTiShares Floating Rate Bond ETF | $58.8M |
SCHXSchwab US Large-Cap ETF | $58.8M |
DISWalt Disney Co | $58.4M |
UNPUnion Pacific Corp | $57.9M |
MDTMedtronic PLC | $57.8M |
AMGNAmgen Inc | $57.4M |
SCZiShares MSCI EAFE Small-Cap | $55.7M |
BDXBecton, Dickinson and Co | $52.8M |
XLKTechnology Select Sector SPDR ETF | $52.0M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $51.3M |
TAT&T Inc | $50.7M |
ABTAbbott Laboratories | $50.2M |
QCOMQUALCOMM Inc | $48.0M |
PGProcter & Gamble Co | $48.0M |
IVEiShares S&P 500 Value | $46.3M |
NEARiShares Short Maturity Bond ETF | $46.3M |
PFEPfizer Inc | $45.4M |
PCARPACCAR Inc | $45.2M |
XLFFinancial Select Sector SPDR ETF | $44.1M |
CLColgate-Palmolive Co | $43.0M |
IJRiShares Core S&P Small-Cap | $42.3M |
TIPiShares TIPS Bond | $40.9M |
COSTCostco Wholesale Corp | $40.8M |
INTCIntel Corp | $40.7M |
ABBVAbbVie Inc | $40.5M |
UTXZUnited Technologies Corp | $40.4M |
SDYSPDR S&P Dividend ETF | $40.3M |
ILTBiShares Core 10 Year USD Bond ETF | $40.2M |
ORCLOracle Corp | $40.1M |
IBMInternational Business Machines Corp | $40.0M |
XLUSelect Sector Spdr Trust The Utilities Select Sector Spdr Trust | $40.0M |
MRKMerck & Co Inc | $39.5M |
XLIIndustrial Select Sector SPDR ETF | $38.4M |
AGGiShares Core US Aggregate Bond | $38.4M |
HFROHighland Floatng Rate Opprt II Shs Ben Int | $38.1M |
XLFIConsumer Staples Select Sector SPDR ETF | $38.0M |
LMBSFirst Trust Low Duration Oppos ETF | $37.3M |
XLESelect Sector Spdr Trust Shs Ben Int Energy | $37.2M |
FDNFirst Trust Dow Jones Internet ETF | $36.7M |
FTSMFirst Trust Enhanced Short Maturity ETF | $36.2M |
LMTLockheed Martin Corp | $36.0M |
ACNAccenture PLC A | $35.7M |
AMZNAmazon.com Inc | $34.9M |
VMBSVanguard Mortgage-Backed Secs ETF | $34.5M |
DHRDanaher Corp | $34.4M |
PFFiShares US Preferred Stock ETF | $34.1M |
SCHFSchwab International Equity ETF | $33.9M |
SCHBSchwab US Broad Market ETF | $33.7M |
SCHESchwab Emerging Markets Equity ETF | $33.4M |
SAPSAP SE ADR | $33.1M |
EMBiShares JPMorgan USD Emerg Markets Bond | $32.4M |
Page 1 of 14Next