UNITED CAPITAL FINANCIAL ADVISORS, LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$13.4B
Holdings
1,302
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (1,302 positions)
| Stock | Value |
|---|---|
MOSThe Mosaic Co | $611K |
IBTXUSDIndependent Bank Group Inc | $607K |
—Capital Senior Living Corp | $607K |
HOMBHome BancShares Inc | $607K |
BF/BBrown-Forman Corp | $603K |
IEPIcahn Enterprises LP | $595K |
EVRGEvergy Inc | $593K |
VDCVanguard Consumer Staples ETF | $592K |
WERNWerner Enterprises Inc | $587K |
W3UThe Western Union Co | $584K |
AYIAcuity Brands Inc | $583K |
WIREEUREncore Wire Corp | $580K |
MNSTMonster Beverage Corp | $577K |
SUSuncor Energy Inc | $576K |
VLYValley National Bancorp | $575K |
CHTRCharter Communications Inc | $574K |
EXPEagle Materials Inc | $573K |
—The Ultimate Software Group Inc | $571K |
WTTRSelect Energy Services Inc | $567K |
BDJBlackRock Enhanced Equity Div | $566K |
—TriState Capital Holdings Inc | $564K |
PANWPalo Alto Networks Inc | $562K |
PCGPG&E Corp | $562K |
ROICUSDRetail Opportunity Investments Corp | $562K |
SAVESpirit Airlines Inc | $559K |
FLRFluor Corp | $555K |
ROKRockwell Automation Inc | $553K |
—CYS Investments Inc | $547K |
WGOWinnebago Industries Inc | $544K |
MTNVail Resorts Inc | $543K |
SWKStanley Black & Decker Inc | $543K |
FFINFirst Financial Bankshares Inc | $542K |
ATRCAtriCure Inc | $541K |
GALSPDR SSgA Global Allocation ETF | $540K |
QQQInvesco BulletShares 2023 Corp Bd ETF | $534K |
STISunTrust Banks Inc | $534K |
MTBM&T Bank Corp | $523K |
VHTVanguard Health Care ETF | $518K |
SBACSBA Communications Corp | $513K |
EAElectronic Arts Inc | $511K |
VICIVICI Properties Inc | $510K |
HSICHenry Schein Inc | $508K |
—AllianzGI Equity & Conv Inc | $508K |
CHDChurch & Dwight Co Inc | $505K |
RITMNew Residential Invt Corp Com New | $505K |
AEEAmeren Corp | $503K |
CPE3EURCallon Petroleum Co | $503K |
UTFCohen & Steers Infrastructure | $502K |
APPFAppFolio Inc | $498K |
—WGL Holdings Inc | $496K |
FIVEFive Below Inc | $495K |
FISIFinancial Institutions Inc | $494K |
TXTTextron Inc | $493K |
DGROiShares Core Dividend Growth ETF | $491K |
TEN1Tenneco Inc | $490K |
CADEEURCadence Bancorp | $487K |
PSCTInvesco S&P SmallCap Info Tech ETF | $487K |
MAAMid-America Apartment Communities Inc | $481K |
SMFGSumitomo Mitsui Financial Group Inc | $476K |
NZACSPDR MSCI ACWI Low Carbon Target ETF | $467K |
PMLPIMCO Municipal Income II | $466K |
PPLPPL Corp | $462K |
PRFZInvesco FTSE RAFI US 1500 Small-Mid ETF | $462K |
GBYSangamo Therapeutics Inc | $459K |
BBYBest Buy Co Inc | $456K |
FVCFirst Trust Dorsey Wright Dynamic Foc 5 | $447K |
AEISAdvanced Energy Industries Inc | $444K |
STTState Street Corporation | $443K |
HMCHonda Motor Co Ltd | $439K |
EWIiShares MSCI Italy ETF | $436K |
ABJAABB Ltd | $431K |
FTXOFirst Trust Nasdaq Bank ETF | $431K |
LYGLloyds Banking Group PLC | $429K |
ASMLASML Holding NV | $428K |
ICFiShares Cohen & Steers REIT ETF | $425K |
WEAWestern Alliance Bancorp | $425K |
HPHelmerich & Payne Inc | $425K |
DISCAUSDDiscovery Inc | $423K |
HGVHilton Grand Vacations Inc | $423K |
ETRAETRADE Financial Corp | $422K |
GDXVanEck Vectors Gold Miners ETF | $418K |
CPTCamden Property Trust | $417K |
PEGPublic Service Enterprise Group Inc | $415K |
SHPGShire PLC | $414K |
VALEVale SA | $412K |
VAREURVarian Medical Systems Inc | $412K |
HESHess Corp | $410K |
—GGP Inc | $409K |
NINiSource Inc | $409K |
UAAUnder Armour Inc A | $406K |
XRAYDentsply Sirona Inc Com | $406K |
DGXQuest Diagnostics Inc | $406K |
UALUnited Continental Holdings Inc | $405K |
MFGMizuho Financial Group Inc | $405K |
XAWFXAllianceBernstein Glb High Inc | $404K |
PDIPIMCO Dynamic Income | $403K |
WBIGWBI BullBear Yield 1000 ETF | $403K |
VPUVanguard Utilities ETF | $402K |
MKLMarkel Corp | $402K |
—Pinnacle Entertainment Inc Com | $401K |