UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2016 Filing
Filed August 15, 2016
Portfolio Value
$9.8B
Holdings
1,248
Report Date
Q2 2016
Filing Type
13F-HR
All Holdings (1,248 positions)
| Stock | Value |
|---|---|
AMTAmerican Tower Corp | $20.3M |
COSTCostco Wholesale Corp | $20.2M |
MUBiShares National Muni Bond | $20.2M |
BNDVanguard Total Bond Market ETF | $20.1M |
VGLTVanguard Long-Term Government Bond ETF | $19.7M |
UTXZUnited Technologies Corp | $19.6M |
PWVPowerShares Dynamic Large Cap Growth ETF | $19.5M |
BWXSPDR Barclays International Trs Bd ETF | $19.3M |
ABTAbbott Laboratories | $19.3M |
SPSBSPDR Barclays Short Term Corporate Bond ETF | $19.0M |
UNPUnion Pacific Corp | $18.9M |
LITGlobal X Lithium ETF | $18.9M |
HYGiShares iBoxx $ High Yield Corporate Bond ETF | $18.8M |
GILDGilead Sciences Inc | $18.7M |
IYRiShares U.S. Real Estate ETF | $18.7M |
MMM3M Co | $18.6M |
ITWIllinois Tool Works Inc | $18.5M |
—Guggenheim BulletShrs 2017 HY CorpBd ETF | $18.5M |
BABoeing Co | $18.2M |
NVONovo Nordisk A/S | $18.2M |
FQIDigital Realty Trust Inc | $18.1M |
LOWLowe's Cos Inc | $17.8M |
KOCoca-Cola Co | $17.8M |
MDLZMondelez International Inc | $17.7M |
SOSouthern Co | $17.4M |
VCSHVanguard Short-Term Corporate Bond ETF | $17.4M |
VSSVanguard FTSE All World ex-US Small-Cap ETF | $17.3M |
TMOThermo Fisher Scientific Inc | $17.2M |
OEFiShares S&P 100 ETF | $17.1M |
STIPiShares 0-5 Year TIPS Bond | $17.1M |
CELGCelgene Corp | $17.0M |
VVVanguard Large-Cap ETF | $17.0M |
XLFFinancial Select Sector SPDR Fund | $17.0M |
WEPMagellan Midstream Partners LP | $16.8M |
METAFacebook Inc | $16.6M |
—Mallinckrodt PLC | $16.6M |
GWWW.W. Grainger Inc | $16.5M |
IYMiShares U.S. Basic Materials ETF | $16.3M |
AXPAmerican Express Co | $16.3M |
SJNKSPDR Barclays Short Term Hi Yld Bd ETF | $16.1M |
YUMYum! Brands Inc | $16.1M |
IYWiShares US Technology ETF | $16.1M |
AIGAmerican International Group Inc | $16.0M |
GOODGladstone Commercial | $16.0M |
MDTMedtronic PLC | $15.8M |
AIGAmerican International Group Inc | $15.7M |
WMWaste Management Inc | $15.6M |
—iShares MSCI Global Gold Miners | $15.5M |
—Guggenheim Multi-Asset Income ETF | $15.4M |
BALLBall Corp | $15.2M |
—PowerShares DWA Energy Momentum ETF | $15.0M |
NVSNNovartis Ag | $14.8M |
CMECME Group Inc/IL | $14.8M |
MIC2EURMacquarie Infrastructure Corp | $14.5M |
XLUUtilities Select Sector SPDR Fund | $14.4M |
XLEEnergy Select Sector SPDR Fund | $14.4M |
WMTWal-Mart Stores Inc | $14.3M |
EDConsolidated Edison Inc | $14.3M |
SJMJM Smucker Co | $14.2M |
IGOViShares International Treasury Bond | $14.2M |
KMIKinder Morgan Inc/DE | $13.7M |
AMLPUSDAlerian MLP ETF | $13.7M |
DEDeere & Co | $13.6M |
IYKiShares US Consumer Goods ETF | $13.4M |
NOCNorthrop Grumman Corp | $13.4M |
EXPEExpedia Inc | $13.3M |
COPConocoPhillips | $13.2M |
IWFiShares Russell 1000 Growth ETF | $13.2M |
FXDFirst Trust Cnsmr Discret AlphaDEX ETF | $13.2M |
LAMRLamar Advertising Co | $13.1M |
XPOXPO Logistics Inc | $13.0M |
EMREmerson Electric Co | $12.9M |
CBChubb Ltd | $12.8M |
ACNAccenture PLC | $12.6M |
DTHWisdomTree International High Div ETF | $12.4M |
JPMJP Morgan Chase Wts | $12.3M |
EQTEQT Corp | $12.1M |
—Powershares QQQ Trust Series 1 | $12.0M |
LLYEli Lilly & Co | $12.0M |
IYEiShares U.S. Energy ETF | $12.0M |
OXYOccidental Petroleum Corp | $12.0M |
ORCLOracle Corp | $12.0M |
CATCaterpillar Inc | $11.9M |
SCHVSchwab US Large-Cap Value ETF | $11.9M |
TRIThomson Reuters Corp Com | $11.9M |
BSVVanguard Short-Term Bond ETF | $11.8M |
GDXVanEck Vectors Gold Miners ETF | $11.8M |
—Parexel International Corp | $11.8M |
—PowerShares DWA Developed Mkts Mom ETF | $11.8M |
IGIBiShares Intermediate Credit Bond ETF | $11.7M |
VWOVanguard FTSE Emerging Markets ETF | $11.7M |
AFLAflac Inc | $11.7M |
MCKMcKesson Corp | $11.7M |
NGGNational Grid PLC | $11.6M |
LVLNSPDR S&P Regional Banking ETF | $11.6M |
SRCLStericycle Inc | $11.6M |
EMBiShares JP Morgan USD Emerging Markets Bond ETF | $11.5M |
AFWAlign Technology Inc | $11.5M |
—PowerShares S&P SmallCap Info Tech ETF | $11.4M |
WFCWells Fargo & Co | $11.4M |