UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$12.7B
Holdings
1,307
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (1,307 positions)
| Stock | Value |
|---|---|
VTHRVanguard Russell 3000 ETF | $3.1M |
—Williams Partners Lp Com Unit Lp | $3.0M |
NFLXNetflix, Inc. | $3.0M |
LTXBUSDLegacy Tex Finl Group Inc | $3.0M |
SAJACompanhia De Saneamento Basico Do Estado De Sao Paulo | $3.0M |
SDRLSeadrill Ltd | $3.0M |
WELLWelltower Inc Com | $3.0M |
—Guggenheim BulletShrs 2021 Corp Bd ETF | $3.0M |
—Iron Mountain Inc. New | $3.0M |
GLWCorning, Inc. | $3.0M |
RCLRoyal Caribbean Cruises | $2.9M |
—Guggenheim S&P 500 Eq Wt Technology ETF | $2.9M |
ORLYO'Reilly Automotive Inc | $2.9M |
AMATApplied Materials Inc | $2.9M |
ADPAutomatic Data Processing | $2.9M |
SONSonoco Products Co | $2.9M |
GJPDominion Resources | $2.8M |
—Guggenheim BulletShrs 2020 Corp Bd ETF | $2.8M |
—Carlyle Group Lp Com Uts Ltd Ptn | $2.8M |
—Guggenheim BulletShrs 2018 Corp Bd ETF | $2.7M |
CBIChicago Bridge & Iron | $2.7M |
EFGiShares MSCI EAFE Growth ETF | $2.7M |
—Medidata Solutions, Inc. | $2.7M |
METMetlife, Inc. | $2.7M |
—PowerShares S&P 500 Quality ETF | $2.7M |
VDEVanguard Energy ETF | $2.7M |
DVNDevon Energy Corp | $2.7M |
—Bancorpsouth Bk Tupelo Miss | $2.7M |
TSLATesla Inc. | $2.6M |
APTVAptiv Plc Shs | $2.6M |
XELXcel Energy Inc. | $2.6M |
ELVAnthem Inc | $2.6M |
ACWViShares Edge MSCI Min Vol Global | $2.6M |
CDWCDW Corp | $2.6M |
HTAEURHealthcare Trust of America Inc | $2.6M |
—LINE Corp | $2.6M |
—Andeavor | $2.6M |
EGBNEagle Bancorp Inc M | $2.6M |
LUVSouthwest Airlines Co | $2.5M |
FTVFortive Corp. | $2.5M |
AMGAffiliated Managers Group | $2.5M |
LRCXEURLam Research Corp | $2.5M |
CCSCentury Communities Inc | $2.5M |
FXHFirst Trust Health Care AlphaDEX ETF | $2.5M |
IWCiShares Micro-Cap | $2.5M |
NOWServiceNow Inc | $2.5M |
EWSiShares MSCI Singapore ETF | $2.5M |
WPCW.P. Carey Inc | $2.4M |
VFCVF Corp | $2.4M |
—PowerShares S&P MidCap Low Volatil ETF | $2.4M |
WMBWilliams Company | $2.4M |
APCAnadarko Petroleum | $2.4M |
BRK-BBerkshire Hathaway Class A | $2.4M |
—Intercontinentalexchange Group | $2.4M |
ENBEnbridge, Inc. | $2.4M |
RPMRPM International, Inc. | $2.4M |
FBTFirst Trust Biotech Index | $2.4M |
SCHCSchwab International Small-Cap Eq ETF | $2.3M |
NUENucor Corporation | $2.3M |
FXDFirst Trust Cnsmr Discret AlphaDEX ETF | $2.3M |
VTIPVanguard Short-Term Infl-Prot Secs ETF | $2.3M |
—Guggenheim BulletShrs 2022 Corp Bd ETF | $2.3M |
ADSKAutodesk Inc | $2.3M |
TIFEURTiffany & Co | $2.3M |
7HPHp, Inc. | $2.3M |
NTCTNetscout Systems Inc | $2.3M |
ULUnilever PLC | $2.2M |
AAXJiShares All Asia ex-Japan | $2.2M |
BAXBaxter International Inc | $2.2M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $2.2M |
FLOTiShares Floating Rate Bond ETF | $2.2M |
IBBIshares Nasdaq Biotechnology | $2.2M |
RDYDr Reddy's Laboratories Ltd | $2.1M |
EZAiShares MSCI South Africa | $2.1M |
SUBiShares Short-Term National Muni Bond | $2.1M |
HXLHexcel Corp | $2.1M |
—PowerShares Dynamic Semiconductors ETF | $2.1M |
EFViShares MSCI EAFE Value | $2.1M |
ATVIEURActivision Blizzard Inc | $2.1M |
DWDMorgan Stanley | $2.1M |
THD*iShares MSCI Thailand ETF | $2.1M |
DTDWisdomTree US Total Dividend ETF | $2.1M |
—PowerShares S&P SmallCap Health Care ETF | $2.0M |
—Wisdom Tree Emerging Mkts Small-Cap | $2.0M |
—Guggenheim S&P 500 Eq Wt Indls ETF | $2.0M |
SUPNSupernus Pharmaceuticals Inc | $2.0M |
ZBHZimmer Biomet Hldgs, Inc. | $2.0M |
JXIiShares Global Utilities ETF | $2.0M |
TWXCHFTime Warner Inc | $2.0M |
IWSiShares Russell Mid-Cap Value Index Fund | $2.0M |
OMEROmeros Corp | $2.0M |
EWHiShares MSCI Hong Kong | $2.0M |
AG8Agilent Technologies, Inc. | $2.0M |
PRUPrudential Financial Inc | $2.0M |
INGRIngredion, Inc. | $2.0M |
CMCDN Imperial Bk Comm | $1.9M |
FXZFirst Trust Materials AlphaDEX ETF | $1.9M |
DLSWisdomTree International SmallCp Div ETF | $1.9M |
IGAVoya Global Advantage and Premium Opp | $1.9M |
CINFCincinnati Financial Corp | $1.9M |