UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2016 Filing
Filed May 11, 2016
Portfolio Value
$9.1B
Holdings
1,213
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (1,213 positions)
| Stock | Value |
|---|---|
ABEVAmbev SA | $99K |
DBEFDeutsche X-trackers MSCI EAFE Hedged Eq | $98K |
ISTBiShares Core 1-5 Year USD Bond | $97K |
IGSBiShares 1-3 Year Credit Bond | $96K |
—AllianceBernstein Income Fund | $93K |
MINMFS Intermediate Income | $92K |
NOKNokia Oyj | $86K |
SMFGSumitomo Mitsui Financial Group Inc | $85K |
KWE1Ring Energy Inc | $83K |
VTIVanguard Total Stock Market ETF | $82K |
CDZICadiz Inc | $80K |
SCHZSchwab US Aggregate Bond ETF | $76K |
VNQVanguard REIT ETF | $76K |
—Investors Real Estate Trust | $75K |
—Sprott Focus Trust Inc. | $75K |
ILTBiShares Core 10+ Year USD Bond | $74K |
—AU Optronics Corp | $74K |
XOMExxon Mobil Corporation | $72K |
—ClearBridge American Energy MLP Fund | $72K |
—United Development Funding IV | $72K |
SANBanco Santander SA | $68K |
CVXChevron Corp | $65K |
—SPDR Barclays 1-3 Month T-Bill ETF | $63K |
—Alcatel-Lucent SA | $62K |
PEPPepsiCo Inc | $62K |
SPYSPDR S&P 500 ETF | $61K |
YRIYamana Gold Inc | $60K |
AGENEURAgenus Inc | $59K |
SHYiShares 1-3 Year Treasury Bond | $57K |
MUFGMitsubishi UFJ Financial Group Inc | $54K |
PGProcter & Gamble Co | $54K |
GEGE Co | $53K |
IJHiShares Core S&P Mid-Cap | $53K |
—Limelight Networks Inc | $51K |
MSFTMicrosoft Corp | $51K |
GOOGAlphabet Inc Cap Stk Cl C | $47K |
VEAVanguard FTSE Developed Markets ETF | $47K |
TIPiShares TIPS Bond | $46K |
IVWiShares S&P 500 Growth | $46K |
CSCOCisco Systems Inc | $46K |
—PowerShares S&P SmallCap Utilities ETF | $44K |
JNJJohnson & Johnson | $43K |
BRK/BBerkshire Hathaway Inc | $42K |
IVEiShares S&P 500 Value | $42K |
SBUXStarbucks Corp | $41K |
JPMJPMorgan Chase & Co | $40K |
—Bank of America B Wts | $39K |
—Immunomedics Inc | $39K |
BACVerizon Communications Inc | $37K |
TAPMolson Coors Brewing Co | $37K |
IWMiShares Russell 2000 | $37K |
SCHBSchwab US Broad Market ETF | $36K |
DHRDanaher Corp | $36K |
MRKMerck & Co Inc | $35K |
SDYSPDR S&P Dividend ETF | $34K |
USMViShares MSCI USA Minimum Volatility | $34K |
VBRVanguard Small-Cap Value ETF | $34K |
IJSiShares S&P Small-Cap 600 Value | $33K |
DISWalt Disney Co | $33K |
IWViShares Russell 3000 | $32K |
—Sequenom Inc | $32K |
IJTiShares S&P Small-Cap 600 Growth | $32K |
SCHXSchwab US Large-Cap ETF | $31K |
VOXVanguard Telecommunication Services ETF | $31K |
GOOGLAlphabet Inc Cap Stk Cl A | $31K |
VBKVanguard Small-Cap Growth ETF | $30K |
SCZiShares MSCI EAFE Small-Cap | $29K |
QCOMQualcomm Inc | $29K |
BDXBecton Dickinson & Co | $29K |
INTCIntel Corp | $29K |
TAT&T Inc | $28K |
—MannKind Corp | $27K |
—pSivida Corp | $27K |
VWOVanguard FTSE Emerging Markets ETF | $27K |
GVIiShares Interm Government/Credit Bd | $27K |
IBMInternational Business Machines Corp | $27K |
MINTPIMCO Enhanced Short Maturity Active ETF | $27K |
—Guggenheim S&P 500 Eq Wt Cons Stapl ETF | $27K |
—EMC Corp | $26K |
VVisa Inc | $26K |
PFEPfizer Inc | $26K |
ABBVAbbVie Inc | $26K |
IJRiShares Core S&P Small-Cap | $26K |
TLTiShares 20+ Year Treasury Bond | $25K |
SLBSchlumberger Ltd | $25K |
COFCapital One Financial Corp | $25K |
SUNEQUSDSunEdison Inc | $25K |
STTSPDR Barclays High Yield Bond ETF | $24K |
KMBKimberly-Clark Corp | $24K |
LMTLockheed Martin Corp | $24K |
CLColgate-Palmolive Co | $24K |
SDOGALPS Sector Dividend Dogs ETF | $23K |
MCDMcDonald's Corp | $23K |
ZNGAEURZynga Inc | $23K |
IDUiShares US Utilities | $23K |
UPSUnited Parcel Service Inc (UPS) | $23K |
HDHome Depot Inc | $22K |
XLVHealth Care Select Sector SPDR ETF | $22K |
HYGiShares iBoxx $ High Yield Corporate Bd | $21K |
FDNFirst Trust Dow Jones Internet ETF | $21K |