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 |
|---|---|
—Sequenom Inc | $87K |
VNQVanguard REIT ETF | $86K |
SCHZSchwab US Aggregate Bond ETF | $83K |
SMFGSumitomo Mitsui Financial Group Inc | $82K |
VTIVanguard Total Stock Market ETF | $80K |
XOMExxon Mobil Corp | $78K |
—ConforMIS Inc | $77K |
IGSBiShares 1-3 Year Credit Bond ETF | $75K |
CVXChevron Corp | $71K |
IJHiShares Core S&P Mid-Cap ETF | $71K |
IWMiShares Russell 2000 ETF | $70K |
—LendingClub Corp | $69K |
IVWiShares S&P 500 Growth ETF | $67K |
AEGAegon NV | $67K |
SPYSPDR S&P500 ETF Trust | $65K |
PEPPepsiCo Inc | $63K |
—Investors Real Estate Trust | $62K |
IVEiShares S&P 500 Value ETF | $62K |
ISTBiShares Core 1-5 Year USD Bond | $57K |
AGENEURAgenus Inc | $57K |
YRIYamana Gold Inc | $57K |
PGProcter & Gamble Co | $55K |
GEGeneral Electric Co | $52K |
CBAYUSDCymaBay Therapeutics Inc | $52K |
SHYiShares 1-3 Year Treasury Bond ETF | $51K |
JNJJohnson & Johnson | $49K |
—SPDR Barclays 1-3 Month T-Bill ETF | $49K |
CSCOCisco Systems Inc | $49K |
USMViShares Edge MSCI Min Vol USA ETF | $49K |
MSFTMicrosoft Corp | $48K |
BACVerizon Communications Inc | $48K |
—PowerShares WilderHill Clean Energy ETF | $48K |
—PowerShares S&P SmallCap Utilities ETF | $47K |
BRK/BBerkshire Hathaway Inc | $46K |
VEAVanguard FTSE Developed Markets ETF | $46K |
GOOGAlphabet Inc | $45K |
CHKEURChesapeake Energy Corp | $44K |
JPMJPMorgan Chase & Co | $43K |
TIPiShares TIPS Bond ETF | $43K |
SBUXStarbucks Corp | $43K |
TAPMolson Coors Brewing Co | $39K |
MRKMerck & Co Inc | $39K |
IJSiShares S&P Small-Cap 600 Value | $38K |
QCOMQUALCOMM Inc | $37K |
IJTiShares S&P Small-Cap 600 Growth | $37K |
VBRVanguard Small-Cap Value ETF | $36K |
SCHBSchwab US Broad Market ETF | $35K |
SDYSPDR S&P Dividend ETF | $35K |
BDXBecton Dickinson & Co | $34K |
SCHXSchwab US Large-Cap ETF | $34K |
FXGFirst Trust Cnsmr Staples AlphaDEX ETF | $33K |
IDUiShares US Utilities | $33K |
VBKVanguard Small-Cap Growth ETF | $33K |
FDNFirst Trust Dow Jones Internet Index Fund | $33K |
DHRDanaher Corp | $33K |
TAT&T Inc | $33K |
IWViShares Russell 3000 ETF | $32K |
PFEPfizer Inc | $32K |
GOOGLAlphabet Inc | $32K |
IYHiShares U.S. Healthcare ETF | $31K |
—pSivida Corp | $30K |
SCZiShares MSCI EAFE Small-Cap ETF | $30K |
LEMBiShares Emerg Mkts Local Currency Bond | $30K |
ABBVAbbVie Inc | $29K |
IBMInternational Business Machines Corp | $28K |
GVIiShares Interm Government/Credit Bd | $28K |
VVisa Inc | $28K |
—Limelight Networks Inc | $28K |
—PowerShares High Yld Eq Div Achiev ETF | $28K |
SLBSchlumberger Ltd | $27K |
KMBKimberly-Clark Corp | $27K |
MINTPIMCO Enhanced Short Maturity Active ETF | $27K |
PFFiShares US Preferred Stock ETF | $27K |
TLTiShares 20+ Year Treasury Bond ETF | $27K |
—EMC Corp/MA | $27K |
DISWalt Disney Co | $27K |
LMTLockheed Martin Corp | $26K |
CLColgate-Palmolive Co | $26K |
IJRiShares Core S&P Small-Cap ETF | $25K |
INTCIntel Corp | $25K |
BMYBristol-Myers Squibb Co | $25K |
FLOTiShares Floating Rate Bond | $24K |
FXHFirst Trust Health Care AlphaDEX Fund | $24K |
EFAViShares Edge MSCI Min Vol EAFE | $24K |
EEMiShares MSCI Emerging Markets ETF | $24K |
SDOGALPS Sector Dividend Dogs ETF | $24K |
STTSPDR Barclays High Yield Bond ETF | $24K |
COFCapital One Financial Corp | $23K |
—Guggenheim BulletShrs 2016 HY CorpBd ETF | $23K |
XLVHealth Care Select Sector SPDR Fund | $23K |
—Guggenheim S&P 500 Eq Wt Cons Stapl ETF | $23K |
—PowerShares DWA Utilities Momentum ETF | $22K |
CERNCHFCerner Corp | $22K |
HDHome Depot Inc | $22K |
UPSUnited Parcel Service Inc | $22K |
MCDMcDonald's Corp | $21K |
EPDEnterprise Products Partners LP | $21K |
IYFiShares US Financials ETF | $21K |
DESWisdomTree SmallCap Dividend Fund | $21K |
—PowerShares S&P SmallCap Cnsmr Stapl ETF | $20K |