UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$14.2B
Holdings
1,326
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (1,326 positions)
| Stock | Value |
|---|---|
FLT1EURFleetcor Technologies Inc | $10.1M |
PXGBXPraxair Inc | $10.0M |
PSCCInvesco S&P SmallCap Consumer Stapl ETF | $9.9M |
XLREReal Estate Select Sector SPDR | $9.9M |
IYRiShares US Real Estate | $9.9M |
IDXXIDEXX Laboratories Inc | $9.8M |
WATWaters Corp | $9.7M |
FNDXSchwab Fundamental US Large Company ETF | $9.7M |
VGKVanguard FTSE Europe ETF | $9.6M |
CAECae Inc Com | $9.6M |
IDUiShares US Utilities | $9.5M |
CBSHCommerce Bancshares Inc | $9.5M |
EPPiShares MSCI Pacific ex Japan | $9.5M |
HONHoneywell International Inc | $9.4M |
IWNiShares Russell 2000 Value | $9.3M |
IYFIshares U S Financials Etf | $9.2M |
IEFiShares 7-10 Year Treasury Bond ETF | $9.2M |
UBSIUnited Bankshares Inc | $9.1M |
BIPBrookfield Infrastructure Partners LP | $9.1M |
TLTIshares 20 Plus Year Treasury Bond Etf | $9.1M |
TLHiShares 10-20 Year Treasury Bond ETF | $9.0M |
EQTEQT Corp | $9.0M |
VOVanguard Mid-Cap ETF | $9.0M |
FCXFreeport-McMoRan Inc | $8.9M |
VGLTVanguard Long-Term Treasury ETF | $8.8M |
IBUYAmplify Online Retail ETF | $8.7M |
NVSNNovartis Ag | $8.7M |
GEGeneral Electric Co | $8.7M |
RTN1USDRaytheon Co | $8.7M |
—VanEck Vectors JP Morgan EM LC Bd ETF | $8.6M |
—iShares iBonds Dec 2020 Term Corporate | $8.6M |
USBUS Bancorp | $8.6M |
IYZiShares US Telecommunications | $8.5M |
—iShares iBonds Dec 2021 Term Corp ETF | $8.5M |
SCHDSchwab US Dividend Equity ETF | $8.5M |
CMICummins Inc | $8.5M |
XYLXylem Inc | $8.4M |
RSPInvesco S&P 500 Equal Weight ETF | $8.4M |
LGF/BEURLions Gate Entertainment Corp | $8.3M |
TXNTexas Instruments Inc | $8.3M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $8.3M |
—Express Scripts Holding Co | $8.3M |
FISVFiserv Inc | $8.3M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $8.3M |
GQ9SPDR Gold Shares | $8.1M |
IXNiShares Global Tech ETF | $8.1M |
EWUiShares MSCI United Kingdom | $8.1M |
—iShares iBonds Dec 2019 Term Corp ETF | $7.9M |
VCITVanguard Intermediate-Term Corp Bd ETF | $7.8M |
ACICUnited Insurance Holdings Corp | $7.8M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $7.8M |
EEMSiShares MSCI Emerging Markets Sm-Cp ETF | $7.8M |
ISTBiShares Core 1-5 Year USD Bond ETF | $7.7M |
DEODiageo PLC | $7.7M |
WDCWestern Digital Corp | $7.6M |
MARMarriott International Inc | $7.6M |
WBAWalgreen Boots Alliance Inc Com | $7.5M |
VWOBVanguard Emerging Mkts Govt Bd ETF | $7.5M |
IYCiShares US Consumer Services | $7.5M |
—Ellie Mae Inc | $7.4M |
VXFVanguard Extended Market ETF | $7.3M |
—iShares iBonds Dec 2018 Term Corporate | $7.3M |
WPPWPP PLC | $7.3M |
ECLEcolab Inc | $7.2M |
GMGeneral Motors Co | $7.2M |
CFCF Industries Holdings Inc | $7.2M |
SJMJM Smucker Co | $7.1M |
PAGPPlains GP Holdings LP | $7.1M |
VEUVanguard FTSE All-World ex-US ETF | $7.1M |
AVGOBroadcom Inc Com | $7.1M |
EZUiShares MSCI Eurozone | $6.9M |
IBDQiShares iBonds Dec 2025 Term Corp ETF | $6.9M |
ADBEAdobe Systems Inc | $6.9M |
FINXGlobal X FinTech ETF | $6.8M |
NTRSNorthern Trust Corp | $6.8M |
—Aetna Inc | $6.8M |
RYRoyal Bank of Canada | $6.8M |
IWBiShares Russell 1000 | $6.8M |
TROWT. Rowe Price Group Inc | $6.8M |
BXUSDBlackstone Group LP | $6.7M |
4I1Philip Morris International Inc | $6.7M |
KMXCarMax Inc | $6.7M |
IBDRiShares iBonds Dec 2026 Term Corp ETF | $6.6M |
LLYEli Lilly and Co | $6.6M |
HRSEURHarris Corp | $6.6M |
IJKiShares S&P Mid-Cap 400 Growth | $6.5M |
IBDSIshares Tr Ibonds Etf | $6.5M |
HAINThe Hain Celestial Group Inc | $6.5M |
ABEVAmbev SA | $6.5M |
DONSPDR Dow Jones Industrial Average ETF | $6.4M |
MSCIMSCI Inc | $6.4M |
PAAPlains All American Pipeline LP | $6.4M |
SABRSabre Corp | $6.4M |
FNDASchwab Fundamental US Small Company ETF | $6.3M |
TDToronto Dominion Bk Ont Com New | $6.3M |
—Invesco Wilshire Micro-Cap ETF | $6.3M |
CATCaterpillar Inc | $6.2M |
SRCLStericycle Inc | $6.1M |
BXMTBlackstone Mortgage Trust Inc A | $6.1M |
WMBWilliams Companies Inc | $6.1M |