UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$14.2B
Holdings
1,326
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (1,326 positions)
| Stock | Value |
|---|---|
SWKStanley Black & Decker Inc | $660K |
ROKRockwell Automation Inc | $659K |
—AllianzGI Equity & Conv Inc | $657K |
SPSBSPDR Portfolio Short Term Corporate Bond ETF | $651K |
SCOR1EURComscore Inc Com | $648K |
DTEDTE Energy Co | $647K |
IAUUSDiShares Gold Trust | $647K |
NGGNational Grid PLC ADR | $645K |
CMAComerica Inc | $642K |
GPCGenuine Parts Co | $641K |
VYXNCR Corp | $639K |
PDPInvesco DWA Momentum ETF | $635K |
FFINFirst Financial Bankshares Inc | $629K |
BDJBlackRock Enhanced Equity Div | $628K |
TMPTompkins Financial Corp | $627K |
CUBECubeSmart | $627K |
—YieldShares High Income ETF | $627K |
MNSTMonster Beverage Corp | $627K |
HCQAMN Healthcare Services Inc | $618K |
PANWPalo Alto Networks Inc | $614K |
IUSBiShares Core Total USD Bond Market ETF | $609K |
—InterContinental Hotels Group PLC | $605K |
—Deutsche X-trackers MSCI Germany Hdgd Eq | $604K |
BF/BBrown-Forman Corp | $603K |
SYMCEURSymantec Corp | $602K |
HSICHenry Schein Inc | $602K |
LPTUSDLiberty Property Trust | $601K |
—TriState Capital Holdings Inc | $597K |
VDCVanguard Consumer Staples ETF | $594K |
HOMBHome BancShares Inc | $589K |
ARIApollo Commercial Real Estate Finance Inc | $588K |
JBGSJBG SMITH Properties | $584K |
JCIJohnson Controls International PLC | $583K |
VHTVanguard Health Care ETF | $579K |
EVRGEvergy Inc | $578K |
MFGMizuho Financial Group Inc | $577K |
SMFGSumitomo Mitsui Financial Group Inc | $569K |
PCGPG&E Corp | $568K |
CHDChurch & Dwight Co Inc | $566K |
OMCOmnicom Group Inc | $564K |
WBIGWBI BullBear Yield 1000 ETF | $563K |
STISunTrust Banks Inc | $558K |
—VanEck Vectors High-Yield Municipal ETF | $558K |
OCOwens-Corning Inc | $557K |
BONDPIMCO Active Bond ETF | $557K |
DC4DexCom Inc | $556K |
WBIYWBI Power Factor High Dividend ETF | $554K |
BWXSPDR Blmbg Barclays Intl Trs Bd ETF | $551K |
GBYSangamo Therapeutics Inc | $548K |
CPE3EURCallon Petroleum Co | $547K |
RITMNew Residential Invt Corp Com New | $546K |
MOSThe Mosaic Co | $545K |
TWOEURTwo Harbors Investment Corp | $540K |
—Retail Properties of America Inc | $540K |
SHViShares Short Treasury Bond | $539K |
UALUnited Continental Holdings Inc | $536K |
QQQInvesco BulletShares 2023 Corp Bd ETF | $535K |
MTNVail Resorts Inc | $532K |
—Aqua America Inc | $527K |
DISCAUSDDiscovery Inc | $525K |
ANAutoNation Inc | $522K |
CPTCamden Property Trust | $521K |
NZACSPDR MSCI ACWI Low Carbon Target ETF | $520K |
AEEAmeren Corp | $518K |
REGNRegeneron Pharmaceuticals Inc | $516K |
PRFZInvesco FTSE RAFI US 1500 Small-Mid ETF | $514K |
SANBanco Santander SA ADR | $513K |
HMCHonda Motor Co Ltd | $511K |
VLYValley National Bancorp | $507K |
HLTHilton Worldwide Holdings Inc | $505K |
DGROiShares Core Dividend Growth ETF | $505K |
CRTOCriteo SA | $502K |
PPLPPL Corp | $500K |
MTBM&T Bank Corp | $498K |
PSCTInvesco S&P SmallCap Info Tech ETF | $497K |
ABJAABB Ltd | $494K |
SBACSBA Communications Corp | $493K |
TEN1Tenneco Inc | $491K |
MCXMcCormick & Co Inc Non-Voting | $489K |
MAAMid-America Apartment Communities Inc | $488K |
HPHelmerich & Payne Inc | $486K |
SHPGShire PLC | $485K |
MSIMotorola Solutions Inc | $484K |
TXTTextron Inc | $482K |
LYGLloyds Banking Group PLC | $481K |
CADEEURCadence Bancorp | $477K |
—Eldorado Resorts Inc | $471K |
PMLPIMCO Municipal Income II | $471K |
UCONFirst Trust TCW Unconstrained Pls Bd ETF | $466K |
AWCAmerican Water Works Co Inc | $466K |
NXPINXP Semiconductors NV | $455K |
OSPNOneSpan Inc | $455K |
FISIFinancial Institutions Inc | $452K |
—Nuveen Select TaxFree Income 3 | $452K |
NVCRNovoCure Ltd | $449K |
MKLMarkel Corp | $439K |
WGOWinnebago Industries Inc | $438K |
ALNTAllied Motion Technologies Inc | $435K |
SUSuncor Energy Inc | $429K |
RDVYFirst Trust Rising Dividend Achiev ETF | $428K |