UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$11.2B
Holdings
1,270
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (1,270 positions)
| Stock | Value |
|---|---|
XLUSelect Sector Spdr Trust The Utilities Select Sector Spdr Trust | $81K |
SCHPSchwab US TIPS ETF | $80K |
—Frontier Communications Corp Class B | $78K |
—Pluristem Therapeutics Inc | $77K |
ZNGAEURZynga Inc Class A | $77K |
USALiberty All-Star Equity | $74K |
MSFTMicrosoft Corp | $74K |
CVXChevron Corp | $72K |
IJHiShares Core S&P Mid-Cap | $72K |
MINMFS Intermediate Income | $72K |
PEPPepsiCo Inc | $71K |
VWOVanguard FTSE Emerging Markets ETF | $68K |
—iPath S&P GSCI Crude Oil TR ETN | $65K |
IYTiShares Transportation Average | $64K |
—Investors Real Estate Trust | $64K |
JNJJohnson & Johnson | $63K |
PGProcter & Gamble Co | $62K |
JPMJPMorgan Chase & Co | $62K |
VNQVanguard REIT ETF | $61K |
CSCOCisco Systems Inc | $60K |
—Bank of America B Wts | $60K |
YRIYamana Gold Inc | $60K |
GOOGAlphabet Inc C | $60K |
WFRDWeatherford International PLC | $59K |
DONSPDR Dow Jones Industrial Average ETF | $58K |
BRK/BBerkshire Hathaway Inc B | $58K |
MFGMizuho Financial Group Inc | $57K |
SBUXStarbucks Corp | $56K |
—Ohr Pharmaceutical Inc | $55K |
GQ9SPDR Gold Shares | $55K |
VEAVanguard FTSE Developed Markets ETF | $53K |
XLFFinancial Select Sector SPDR ETF | $53K |
IVWiShares S&P 500 Growth | $52K |
IJTiShares S&P Small-Cap 600 Growth | $52K |
USMViShares Edge MSCI Min Vol USA | $51K |
IJSiShares S&P Small-Cap 600 Value | $51K |
GOOGLAlphabet Inc A | $50K |
ILTBiShares Core 10 Year USD Bond | $49K |
LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $49K |
GEGeneral Electric Co | $48K |
VBRVanguard Small-Cap Value ETF | $48K |
IWMiShares Russell 2000 | $47K |
—ConforMIS Inc | $47K |
VBKVanguard Small-Cap Growth ETF | $46K |
TAT&T Inc | $45K |
SCZiShares MSCI EAFE Small-Cap | $44K |
MRKMerck & Co Inc | $43K |
BNDXVanguard Total International Bond ETF | $41K |
BWXSPDR Blmbg Barclays Intl Trs Bd ETF | $41K |
VVisa Inc Class A | $41K |
IEIiShares 3-7 Year Treasury Bond | $40K |
IVEiShares S&P 500 Value | $40K |
BABoeing Co | $40K |
—Evoke Pharma Inc | $40K |
SCHXSchwab US Large-Cap ETF | $40K |
EWJiShares MSCI Japan | $39K |
SDRLSeadrill Ltd | $39K |
BACVerizon Communications Inc | $39K |
AGGiShares Core US Aggregate Bond | $38K |
REFRResearch Frontiers Inc | $38K |
EWPiShares MSCI Spain Capped | $38K |
DISWalt Disney Co | $37K |
BDXBecton, Dickinson and Co | $36K |
UNPUnion Pacific Corp | $36K |
MCDMcDonald's Corp | $36K |
EWIiShares MSCI Italy Capped | $36K |
EWGiShares MSCI Germany | $36K |
SDYSPDR S&P Dividend ETF | $35K |
EFAiShares MSCI EAFE | $34K |
EWUiShares MSCI United Kingdom | $34K |
CLColgate-Palmolive Co | $34K |
NKENike Inc B | $34K |
SHYiShares 1-3 Year Treasury Bond | $33K |
TAPMolson Coors Brewing Co B | $33K |
SCHBSchwab US Broad Market ETF | $33K |
QCOMQUALCOMM Inc | $33K |
PFEPfizer Inc | $32K |
HDThe Home Depot Inc | $32K |
IBMInternational Business Machines Corp | $32K |
TIPiShares TIPS Bond | $32K |
ABBVAbbVie Inc | $32K |
HYGiShares iBoxx $ High Yield Corporate Bd | $31K |
MMM3M Co | $30K |
LMTLockheed Martin Corp | $30K |
UTXZUnited Technologies Corp | $30K |
—SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $30K |
VMBSVanguard Mortgage-Backed Secs ETF | $30K |
SMHVanEck Vectors Semiconductor ETF | $30K |
MDTMedtronic PLC | $29K |
IJRiShares Core S&P Small-Cap | $29K |
EWCiShares MSCI Canada | $28K |
EWAiShares MSCI Australia | $28K |
EFAViShares Edge MSCI Min Vol EAFE | $28K |
CERNCHFCerner Corp | $28K |
XLVSelect Sector Spdr Trust The Health Care Select Sector Spdr Fund | $28K |
DHRDanaher Corp | $28K |
FDNFirst Trust Dow Jones Internet ETF | $28K |
IWViShares Russell 3000 | $27K |
INTCIntel Corp | $26K |
CELGCelgene Corp | $25K |