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 |
|---|---|
XLCSelect Sector Spdr Tr Communication | $31.7M |
EFAViShares Edge MSCI Min Vol EAFE ETF | $30.9M |
WMTWal-Mart Stores Inc | $30.8M |
KOCoca-Cola Co | $30.4M |
NVONovo Nordisk A/S | $29.5M |
LOWLowe's Companies Inc | $29.5M |
AMLPUSDAlerian MLP ETF | $29.4M |
MIC2EURMacquarie Infrastructure Corp | $29.1M |
SCHOSchwab Short-Term US Treasury ETF | $28.9M |
SCHZSchwab US Aggregate Bond ETF | $28.7M |
CERNCHFCerner Corp | $28.5M |
METAFacebook Inc A | $28.2M |
DALDelta Air Lines Inc | $27.0M |
—Invesco BulletShares 2018 HY Corp Bd ETF | $26.9M |
WFCWells Fargo & Co | $26.8M |
SCHASchwab US Small-Cap ETF | $26.7M |
CMECME Group Inc Class A | $26.4M |
XLBMaterials Select Sector SPDR ETF | $26.4M |
IWViShares Russell 3000 | $26.2M |
EWLiShares MSCI Switzerland ETF | $26.2M |
CHKPCheck Point Software Technologies Ltd | $25.9M |
DESWisdomTree SmallCap Dividend ETF | $25.7M |
EPDEnterprise Products Partners LP | $25.7M |
COPConocoPhillips | $25.6M |
TMOThermo Fisher Scientific Inc | $25.6M |
AQLTiShares Select Dividend | $25.2M |
NDQInvesco QQQ Trust | $24.8M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $24.8M |
EWCiShares MSCI Canada | $24.6M |
—Invesco BulletShares 2019 HY Corp Bd ETF | $24.4M |
XPOXPO Logistics Inc | $24.4M |
ITWIllinois Tool Works Inc | $24.2M |
CVSCVS Health Corp | $23.9M |
MMM3M Co | $23.6M |
ISRGIntuitive Surgical Inc | $23.4M |
FDRRFidelity Dividend ETF for Rising Rates | $23.4M |
—DowDuPont Inc | $23.3M |
AQLTiShares US Healthcare Providers | $23.3M |
BMYBristol-Myers Squibb Company | $23.2M |
KMIKinder Morgan Inc P | $22.9M |
KMBKimberly-Clark Corp | $22.8M |
EMREmerson Electric Co | $22.6M |
AXPAmerican Express Co | $22.4M |
MUBiShares National Muni Bond ETF | $22.4M |
AMTAmerican Tower Corp | $22.1M |
—New Media Investment Group Inc | $22.0M |
IWOiShares Russell 2000 Growth | $21.9M |
IWFiShares Russell 1000 Growth | $21.8M |
SDOGALPS Sector Dividend Dogs ETF | $21.6M |
IYWIshares U S Technology Etf | $21.5M |
UPSUnited Parcel Service Inc Class B | $21.1M |
LYBLyondellBasell Industries NV | $20.9M |
OXYOccidental Petroleum Corp | $20.9M |
MUMicron Technology Inc | $20.8M |
TAPMolson Coors Brewing Co B | $20.7M |
VXUSVanguard Total International Stock ETF | $20.5M |
BIIBBiogen Inc | $20.4M |
ACWIiShares MSCI ACWI | $20.4M |
MDLZMondelez International Inc Class A | $20.2M |
OEFiShares S&P 100 | $20.2M |
SPGIS&Pglobal Inc Com | $19.9M |
RJFRaymond James Financial Inc | $19.6M |
PEYInvesco High Yield Eq Div Achiev ETF | $19.5M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $19.4M |
GILDGilead Sciences Inc | $19.0M |
GSGoldman Sachs Group Inc | $19.0M |
GWWW.W. Grainger Inc | $19.0M |
BSJKInvesco BulletShares 2020 HY Corp Bd ETF | $18.8M |
SCHMSchwab US Mid-Cap ETF | $18.8M |
LEALear Corp | $18.6M |
BACBank of America Corporation | $18.6M |
SNASnap-on Inc | $18.6M |
MCDMcDonald's Corp | $18.4M |
ETNEaton Corp PLC | $18.2M |
IFFInternational Flavors & Fragrances Inc | $18.1M |
IYMiShares US Basic Materials | $18.0M |
VVVanguard Large-Cap ETF | $17.8M |
CBChubb Ltd | $17.8M |
PSXPhillips 66 | $17.7M |
DTHWisdomTree International High Div ETF | $17.6M |
IWDiShares Russell 1000 Value | $17.5M |
FNDCSchwab Fundamental Intl Sm Co ETF | $17.4M |
BALLBall Corp | $17.4M |
TRVThe Travelers Companies Inc | $17.4M |
COFCapital One Financial Corp | $17.3M |
CLXClorox Co | $17.3M |
NOCNorthrop Grumman Corp | $17.2M |
CTSHCognizant Technology Solutions Corp A | $16.8M |
CWBSPDR Blmbg Barclays Convert Secs ETF | $16.7M |
AIGAmerican International Group Inc | $16.7M |
VPLVanguard FTSE Pacific ETF | $16.7M |
IEIiShares 3-7 Year Treasury Bond ETF | $16.7M |
EXPDExpeditors International of Washington Inc | $16.6M |
XLNXEURXilinx Inc | $16.6M |
ROSTRoss Stores Inc | $16.6M |
VWOVanguard FTSE Emerging Markets ETF | $16.5M |
FFIVF5 Networks Inc | $16.5M |
BRBroadridge Financial Solutions Inc | $16.4M |
SLBSchlumberger Ltd | $16.3M |
EXPEExpedia Inc | $16.3M |