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 |
|---|---|
XHESPDR S&P Health Care Equipment ETF | $6.0M |
MPTMedical Properties Trust Inc | $5.9M |
TYLTyler Technologies Inc | $5.9M |
SPGMSPDR MSCI ACWI IMI ETF | $5.8M |
TJXTJX Companies Inc | $5.8M |
BNDVanguard Total Bond Market ETF | $5.8M |
IYKiShares US Consumer Goods | $5.8M |
PNCPNC Financial Services Group Inc | $5.7M |
PTHInvesco DWA Healthcare Momentum ETF | $5.7M |
AWMSkyworks Solutions Inc | $5.7M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $5.7M |
—iShares iBonds Sep 2019 Term Muni Bd ETF | $5.6M |
KHCThe Kraft Heinz Co | $5.6M |
MOAltria Group Inc | $5.6M |
CRAKVanEck Vectors Oil Refiners ETF | $5.6M |
BABAAlibaba Group Holding Ltd ADR | $5.5M |
ABAllianceBernstein Holding LP | $5.5M |
MDYSPDR S&P MidCap 400 ETF | $5.5M |
BERYEURBerry Plastics Group Inc | $5.5M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $5.4M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $5.4M |
BPBP PLC ADR | $5.4M |
AABAUSDAltaba Inc | $5.4M |
CMCSAComcast Corp Class A | $5.3M |
PYPLPayPal Holdings Inc | $5.3M |
ARKTARK Web x.0 ETF | $5.3M |
HFCUSDHollyFrontier Corp | $5.3M |
ATVIEURActivision Blizzard Inc | $5.3M |
MASMasco Corp | $5.2M |
HBC2HSBC Holdings PLC ADR | $5.1M |
NEENextEra Energy Inc | $5.1M |
EWEdwards Lifesciences Corp | $5.1M |
LGFEURLions Gate Entertainment Corp | $5.0M |
DUKDuke Energy Corp | $5.0M |
YUMCYum China Hldgs Inc Com | $4.9M |
SPGSimon Property Group Inc | $4.9M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $4.9M |
TMToyota Motor Corporation Ads | $4.9M |
RCLRoyal Caribbean Cruises Ltd | $4.9M |
NOWServiceNow Inc | $4.9M |
SPLVInvesco S&P 500 Low Volatility ETF | $4.8M |
WMWaste Management Inc | $4.8M |
PMBSPIMCO Investment Grade Corporate Bd ETF | $4.8M |
CSXCSX Corp | $4.7M |
HIIHuntington Ingalls Industries Inc | $4.7M |
LHLaboratory Corp of America Holdings | $4.7M |
FBTFirst Trust NYSE Arca Biotech ETF | $4.7M |
CRMSalesforce.com Inc | $4.6M |
PAYXPaychex Inc | $4.6M |
BBTUSDBB&T Corp | $4.5M |
ALSAllstate Corp | $4.5M |
WYWeyerhaeuser Co | $4.5M |
TRMBTrimble Inc | $4.5M |
BCEBce Inc Com New | $4.5M |
WDIVSPDR S&P Global Dividend ETF | $4.5M |
STLDSteel Dynamics Inc | $4.4M |
AKAMAkamai Technologies Inc | $4.4M |
ITOTiShares Core S&P Total US Stock Mkt ETF | $4.4M |
FMUSDiShares MSCI Frontier 100 | $4.4M |
SYKStryker Corp | $4.3M |
PHGRoyal Philips NV ADR | $4.3M |
MCKMcKesson Corp | $4.3M |
IWRiShares Russell Mid-Cap | $4.3M |
ETEnergy Transfer Equity LP | $4.3M |
IXUSiShares Core MSCI Total Intl Stk ETF | $4.3M |
NKTREURNektar Therapeutics Inc | $4.2M |
—Buckeye Partners LP | $4.2M |
ERICTelefonaktiebolaget L M Ericsson | $4.2M |
NSCNorfolk Southern Corp | $4.2M |
XJQCXNuveen Credit Strategies Income | $4.2M |
VVRInvesco Senior Income Trust | $4.1M |
FDXFedEx Corp | $4.1M |
FNDFSchwab Fundamental Intl Lg Co ETF | $4.1M |
BIDUNBaidu Inc | $4.0M |
INTUIntuit Inc | $4.0M |
BANXStoneCastle Financial Corp | $4.0M |
PLDPrologis Inc | $4.0M |
DOLWisdomTree International LargeCp Div ETF | $4.0M |
PTCPTC Inc | $4.0M |
IYGiShares US Financial Services ETF | $4.0M |
SCHWCharles Schwab Corp | $3.9M |
WNSNWNS (Holdings) Ltd | $3.9M |
—InterXion Holding NV | $3.9M |
DYHTarget Corp | $3.9M |
EQIXEquinix Inc | $3.8M |
VYMVanguard High Dividend Yield ETF | $3.8M |
MCHPMicrochip Technology Inc | $3.8M |
AERAerCap Holdings NV | $3.8M |
XMMOInvesco Russell MidCap Pure Growth ETF | $3.8M |
ITA*iShares US Aerospace & Defense ETF | $3.8M |
VTEBVanguard Tax-Exempt Bond ETF | $3.7M |
LOGILogitech International SA | $3.7M |
STLAFiat Chrysler Automobiles NV | $3.7M |
ADSKAutodesk Inc | $3.7M |
RWRSPDR Dow Jones REIT ETF | $3.6M |
LIILennox International Inc | $3.6M |
VNOVornado Realty Trust | $3.6M |
—Andeavor | $3.6M |
ADPAutomatic Data Processing Inc | $3.4M |
VOOGVanguard S&P 500 Growth ETF | $3.4M |