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 |
|---|---|
AOAiShares Core Aggressive Allocation ETF | $914K |
—Guggenheim Defensive Equity ETF | $913K |
APDAir Products & Chemicals Inc | $912K |
KRCKilroy Realty Corp | $907K |
AQLTIshares Dow Jones Us Oil & Gas Exp | $906K |
UTHUnited Therapeutics Corp | $901K |
MRSHMarsh & Mclennan Companies Inc | $896K |
SRESempra Energy | $894K |
VGTVanguard Information Technology ETF | $893K |
CSGPCoStar Group Inc | $883K |
PCGPG&E Corp | $876K |
—Src Energy Inc | $874K |
AWMSkyworks Solutions Inc | $874K |
VAWVanguard Materials ETF | $872K |
FISFidelity National Information Services Inc | $871K |
DSIiShares MSCI KLD 400 Social ETF | $868K |
TRNTrinity Industries Inc | $866K |
SUSAiShares MSCI USA ESG Select ETF | $862K |
ABCBAmeris Bancorp | $854K |
DRIDarden Restaurants Inc | $851K |
NGGNational Grid PLC ADR | $850K |
XLFIConsumer Staples Select Sector SPDR ETF | $837K |
TELTE Connectivity Ltd | $835K |
VHTVanguard Health Care ETF | $833K |
FDO.FMacy's Inc | $831K |
SMGThe Scotts Miracle Gro Co | $829K |
—WBI Tactical Income Shares | $825K |
ROICUSDRetail Opportunity Investments Corp | $824K |
ROKRockwell Automation Inc | $823K |
DEMWisdom Tree Emerging Markets Equity Inc | $822K |
UTFCohen & Steers Infrastructure | $821K |
LNTAlliant Energy Corp | $816K |
IEIiShares Barclays 3-7 Yr Treasury Bd (ETF) | $810K |
AVYAvery Dennison Corp | $807K |
TPCTutor Perini Corp | $806K |
SYMCEURSymantec Corp | $796K |
GLADUSDGladstone Capital Corp | $784K |
—Retail Properties of America Inc | $783K |
PEGPublic Service Enterprise Group Inc | $782K |
MKLMarkel Corp | $774K |
IRIngersoll-Rand PLC | $774K |
CPE3EURCallon Petroleum Co | $772K |
VFHVanguard Financials ETF | $770K |
SPABSPDR Blmbg Barclays Aggregate Bond ETF | $770K |
WECWecenergy Group Inc | $769K |
PNRPentair PLC | $768K |
KIMKimco Realty Corp | $761K |
SPIPSPDR Blmbg Barclays TIPS ETF | $759K |
DXCDXC Technology Co | $753K |
XPGPXPIMCO Global StocksPLUS & Income | $752K |
CDPCorporate Office Properties Trust | $751K |
VOTVanguard Mid-Cap Growth ETF | $751K |
XFFCXFlah&Crum Pref Securities Income | $750K |
AZOAutoZone Inc | $748K |
ANETEURArista Networks Inc | $747K |
FXLFirst Trust Technology AlphaDEX ETF | $746K |
UNUSDUnilever NV | $746K |
—WBI Tactical High Income Shares | $742K |
XNEAXNuveen AMT-Free Quality Muni Inc | $741K |
MPCMarathon Petroleum Corp | $739K |
—PowerShares Global ShrtTerm HiYld Bd ETF | $738K |
51AAmerican Public Education Inc | $727K |
SHWSherwin-Williams Co | $723K |
—Spectra Energy Partners LP | $721K |
HCPHCP Inc. Reit | $718K |
SWKStanley Black & Decker Inc | $717K |
NNNNational Retail Properties Inc | $716K |
—Guggenheim Multi-Asset Income ETF | $716K |
—STARWOOD WAYPOINT HOMES COM | $711K |
MBCNMiddlefield Banc Corp | $706K |
KRThe Kroger Co | $705K |
DTEDTE Energy Co | $703K |
DALDelta Air Lines Inc | $696K |
ZTSZoetis Inc | $693K |
ACMAECOM | $693K |
SIRIEURSirius XM Holdings Inc | $691K |
TGTXTG Therapeutics Inc | $688K |
VMCVulcan Materials Co | $683K |
WDAYWorkday Inc | $680K |
NUENucor Corp | $676K |
PMBSPimco Total Return ETF | $675K |
HSYThe Hershey Co | $675K |
—Guggenheim BulletShrs 2023 Corp Bd ETF | $674K |
GRFSGrifols SA | $672K |
XHRXenia Hotels & Resorts Inc | $672K |
VCRVanguard World Fds Consum Stp ETF | $670K |
OMCOmnicom Group, Inc. | $665K |
TMPTompkins Financial Corp | $665K |
—Vectren Corp | $664K |
CMGChipotle Mexican Grill | $663K |
RIORio Tinto PLC ADR | $663K |
CLSCA Inc | $661K |
PCARPACCAR Inc | $660K |
—PowerShares FTSE RAFI US 1500 Sm-Mid ETF | $652K |
NUVNuveen Municipal Value | $650K |
—Twenty-First Century Fox Inc Class A | $648K |
ANAutoNation Inc | $642K |
HCAHCA Holdings Inc | $637K |
HDVIshares Core High Dividend Etf | $633K |
BLDRBuilders FirstSource Inc | $632K |