UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$11.8B
Holdings
1,307
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (1,307 positions)
| Stock | Value |
|---|---|
EEMSiShares MSCI Emerging Markets Sm-Cp ETF | $8.8M |
UBSIUnited Bankshares Inc | $8.7M |
—Buckeye Partners L.P. | $8.7M |
VPLVanguard FTSE Pacific ETF | $8.6M |
BABAAlibaba Group Holding Ltd ADR | $8.4M |
SABRSabre Corp | $8.4M |
WATWaters Corp | $8.3M |
USBUS Bancorp | $8.2M |
PXGBXPraxair Inc | $8.1M |
SCHMSchwab US Mid-Cap ETF | $8.1M |
AMXNAmerica Movil SAB de CV | $8.1M |
BSVVanguard Short-Term Bond ETF | $8.0M |
CBSHCommerce Bancshares Inc | $8.0M |
WBAWalgreen Boots Alliance Inc Com | $8.0M |
LGFEURLions Gate Entertainment Corp | $7.9M |
IWPiShares Russell Mid-Cap Growth ETF | $7.9M |
FNDASchwab Fundamental US Small Company ETF | $7.8M |
BXUSDBlackstone Group LP | $7.8M |
RDS/ARoyal Dutch Shell PLC | $7.8M |
IYCiShares US Consumer Services | $7.7M |
VCITVanguard Intermediate-Term Corp Bd ETF | $7.7M |
HONHoneywell International Inc | $7.7M |
IYKiShares US Consumer Goods | $7.7M |
VOVanguard Mid-Cap ETF | $7.7M |
—Guggenheim Frontier Markets ETF | $7.5M |
SRCLStericycle Inc | $7.4M |
LUVSouthwest Airlines Co | $7.4M |
ICLRIcon PLC | $7.4M |
NVDANVIDIA Corp | $7.3M |
EQIXEquinix Inc | $7.3M |
—IHS Markit Ltd. | $7.2M |
RTN1USDRaytheon Co | $7.2M |
FISVFiserv Inc | $7.1M |
VEUVanguard FTSE All-World ex-US ETF | $7.0M |
—PowerShares Senior Loan ETF | $7.0M |
AYIAcuity Brands Inc | $7.0M |
—Aetna Inc | $6.9M |
XSOEWisdomTree EmMkts ex-Stt-Ownd EntrprsETF | $6.9M |
ABEVAmbev SA | $6.8M |
RELXRelx N V American Depositary Shares | $6.8M |
MUMicron Technology Inc | $6.7M |
TXNTexas Instruments Inc | $6.7M |
CAHCardinal Health Inc | $6.7M |
NTRSNorthern Trust Corp | $6.6M |
ISTBiShares Core 1-5 Year USD Bond ETF | $6.6M |
XRTSPDR S&P Retail ETF | $6.5M |
—DCT Industrial Trust Inc | $6.5M |
KMXCarmax, Inc. | $6.5M |
—Wilshire Micro-Cap ETF | $6.4M |
IXUSiShares Core MSCI Total Intl Stk ETF | $6.4M |
GWWW.W. Grainger Inc | $6.3M |
PXDEURPioneer Natural Resources Co | $6.3M |
AVGOBroadcom Ltd | $6.3M |
XLIIndustrial Select Sector SPDR ETF | $6.2M |
CAECae Inc Com | $6.2M |
ILMNIllumina Inc | $6.2M |
XYLXylem Inc | $6.2M |
YUMCYum China Hldgs Inc Com | $6.1M |
—Guggenheim S&P 500 Equal Weight ETF | $6.1M |
HAINThe Hain Celestial Group Inc | $6.0M |
—Fitbit Inc | $6.0M |
PNCPNC Financial Services Group Inc | $6.0M |
VNOVornado Realty Trust | $5.9M |
ESSEssex Property Trust Inc | $5.8M |
KHCThe Kraft Heinz Co | $5.8M |
TROWT. Rowe Price Group Inc | $5.8M |
MOAltria Group Inc | $5.7M |
XLBMaterials Select Sector SPDR ETF | $5.7M |
ECLEcolab Inc | $5.7M |
IWBiShares Russell 1000 Index Fund | $5.7M |
LLYEli Lilly and Co | $5.6M |
VXFVanguard Extended Market ETF | $5.6M |
SCHDSchwab US Dividend Equity ETF | $5.5M |
PAAPlains All American Pipeline LP | $5.5M |
IEViShares Europe | $5.4M |
MCKMcKesson Corp | $5.4M |
FNDFSchwab Fundamental Intl Lg Co ETF | $5.4M |
VOOGVanguard S&P 500 Growth ETF | $5.4M |
MOSMosaic Co. | $5.4M |
EPPiShares MSCI Pacific ex Japan | $5.4M |
REGRegency Centers Corp | $5.4M |
MDYSPDR S&P MidCap 400 ETF Trust | $5.4M |
HRSEURHarris Corp | $5.3M |
—Delphi Automotive PLC | $5.3M |
—Berry Plastics Group Inc. | $5.2M |
—PowerShares DWA Healthcare Momentum ETF | $5.2M |
BNDVanguard Total Bond Market ETF | $5.2M |
WDIVSPDR S&P Global Dividend ETF | $5.2M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $5.2M |
SAJACompanhia De Saneamento Basico Do Estado De Sao Paulo | $5.1M |
—iShares iBonds Sep 2018 Term Muni Bd ETF | $5.1M |
FMUSDiShares MSCI Frontier 100 | $5.1M |
—iShares iBonds Sep 2019 Term Muni Bd ETF | $5.1M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $5.0M |
IJKiShares S&P Midcap 400 Growth Index | $5.0M |
SPGMSPDR MSCI ACWI IMI ETF | $5.0M |
AFWAlign Technology Inc | $4.9M |
HBC2HSBC Holdings PLC ADR | $4.9M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $4.9M |
SPYVSPDR S&P 500 Value ETF | $4.8M |