UNITED CAPITAL FINANCIAL ADVISORS, LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$14.2B
Holdings
1,077
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (1,077 positions)
| Stock | Value |
|---|---|
NEARiShares Short Maturity Bond ETF | $9.6M |
PHParker Hannifin Corp | $9.5M |
ICLRIcon PLC | $9.5M |
EEMiShares MSCI Emerging Markets | $9.4M |
VNOVornado Realty Trust | $9.4M |
IEFiShares 7-10 Year Treasury Bond ETF | $9.4M |
CADEEURCadence Bancorp | $9.2M |
IYMiShares US Basic Materials | $9.2M |
VGKVanguard FTSE Europe ETF | $9.2M |
SUBiShares Short-Term National Muni Bond | $9.1M |
IWOiShares Russell 2000 Growth | $9.0M |
VWOBVanguard Emerging Mkts Govt Bd ETF | $9.0M |
CBSHCommerce Bancshares Inc | $9.0M |
AVLRUSDAvalara Inc | $9.0M |
WPCW.P. Carey Inc | $8.9M |
ISTBiShares Core 1-5 Year USD Bond ETF | $8.9M |
SONYSony Corp | $8.7M |
SHYGiShares 0-5 Year High Yield Corp Bd ETF | $8.6M |
XLREReal Estate Select Sector SPDR | $8.5M |
YUSDAlleghany Corp | $8.5M |
WMBWilliams Companies Inc | $8.4M |
IWPiShares Russell Mid-Cap Growth ETF | $8.2M |
IWBiShares Russell 1000 | $8.1M |
NUVNuveen Municipal Value | $8.1M |
HONHoneywell International Inc | $8.1M |
VMWEURVMware Inc | $8.0M |
4I1Philip Morris International Inc | $7.9M |
VAREURVarian Medical Systems Inc | $7.9M |
DOWDow Inc | $7.7M |
URIUnited Rentals Inc | $7.5M |
NOWServiceNow Inc | $7.4M |
ACWViShares Edge MSCI Min Vol Global | $7.4M |
XYLXylem Inc | $7.4M |
SCHDSchwab US Dividend Equity ETF | $7.4M |
LIILennox International Inc | $7.4M |
ILMNIllumina Inc | $7.3M |
GBDCGolub Capital BDC Inc | $7.3M |
SHViShares Short Treasury Bond | $7.3M |
IDEViShares Core MSCI Intl Dev Mkts ETF | $7.2M |
RTN1USDRaytheon Co | $7.1M |
MTNVail Resorts Inc | $7.1M |
KMBKimberly-Clark Corp | $7.0M |
FDSFactSet Research Systems Inc | $7.0M |
KMXCarMax Inc | $7.0M |
BONDPIMCO Active Bond ETF | $7.0M |
BABAAlibaba Group Holding Ltd ADR | $6.9M |
CWBSPDR Blmbg Barclays Convert Secs ETF | $6.9M |
BNDVanguard Total Bond Market ETF | $6.9M |
RYRoyal Bank of Canada | $6.9M |
VCITVanguard Intermediate-Term Corp Bd ETF | $6.8M |
—iShares iBonds Dec 2021 Term Corp ETF | $6.8M |
NFLXNetflix Inc | $6.7M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $6.7M |
SCSantander Consumer USA Holdings Inc | $6.7M |
MARMarriott International Inc | $6.7M |
BXBlackstone Group LP | $6.6M |
S9QSpirit AeroSystems Holdings Inc | $6.6M |
JPUSJPMorgan Diversified Return US Eq ETF | $6.6M |
HFCUSDHollyFrontier Corp | $6.6M |
SPEMSPDR S&P Emerging Markets ETF | $6.6M |
IYHiShares U.S. Healthcare ETF | $6.5M |
STIPiShares 0-5 Year TIPS Bond ETF | $6.5M |
SPIBSPDR Portfolio Interm Term Corp Bd ETF | $6.5M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $6.5M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $6.4M |
USBUS Bancorp | $6.4M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $6.4M |
DUKDuke Energy Corp | $6.4M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $6.3M |
—iShares iBonds Dec 2020 Term Corporate | $6.2M |
MPTMedical Properties Trust Inc | $6.2M |
SYKStryker Corp | $6.2M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $6.1M |
CRMSalesforce.com Inc | $6.0M |
MSCIMSCI Inc | $6.0M |
LWLamb Weston Holdings Inc | $6.0M |
TYLTyler Technologies Inc | $5.9M |
PLDPrologis Inc | $5.9M |
BKLNInvesco Senior Loan ETF | $5.9M |
EWEdwards Lifesciences Corp | $5.9M |
—JPMorgan Diversified Return Glbl Eq ETF | $5.9M |
NMI1EURKirkland Lake Gold Ltd | $5.9M |
WDCWestern Digital Corp | $5.8M |
VYMVanguard High Dividend Yield ETF | $5.8M |
APDAir Products & Chemicals Inc | $5.8M |
PAGPPlains GP Holdings LP | $5.7M |
GEGeneral Electric Co | $5.7M |
DEMWisdomTree Emerging Markets High Div ETF | $5.7M |
EMLCVanEck Vectors JP Morgan EM LC Bd ETF | $5.6M |
LLYEli Lilly and Co | $5.5M |
PAAPlains All American Pipeline LP | $5.5M |
ABAllianceBernstein Holding LP | $5.5M |
TPLUSDTexas Pacific Land Trust | $5.5M |
—Carbon Black Inc | $5.4M |
NTRSNorthern Trust Corp | $5.4M |
TMToyota Motor Corporation Ads | $5.4M |
ORealty Income Corp | $5.4M |
DDominion Resources Inc | $5.4M |
CMCSAComcast Corp Class A | $5.4M |
SPLKCHFSplunk Inc | $5.3M |