UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2016 Filing
Filed February 15, 2017
Portfolio Value
$10.3B
Holdings
1,250
Report Date
Q4 2016
Filing Type
13F-HR
All Holdings (1,250 positions)
| Stock | Value |
|---|---|
COSTCostco Wholesale Corp | $22.4M |
AQLTiShares Select Dividend | $22.3M |
IYWIshares U S Technology Etf | $21.4M |
UPSUnited Parcel Service Inc Class B | $21.4M |
FXHFirst Trust Health Care AlphaDEX ETF | $21.0M |
—PowerShares S&P SmallCap Materials ETF | $20.3M |
KOCoca-Cola Co | $20.2M |
WFCWells Fargo & Co | $20.0M |
EPDEnterprise Products Partners LP | $20.0M |
ITWIllinois Tool Works Inc | $19.8M |
VOXVanguard Telecommunication Services ETF | $19.6M |
PWVPowerShares Dynamic Large Cap Growth ETF | $19.6M |
IYMiShares US Basic Materials | $19.5M |
ABTAbbott Laboratories | $19.3M |
MAMastercard Inc A | $19.3M |
AMLPUSDAlerian MLP ETF | $19.2M |
GWWW.W. Grainger Inc | $19.0M |
GOODGladstone Commercial | $18.9M |
SDOGALPS Sector Dividend Dogs ETF | $18.9M |
—PowerShares High Yld Eq Div Achiev ETF | $18.8M |
VVVanguard Large-Cap ETF | $18.6M |
IEFiShares 7-10 Year Treasury Bond | $18.5M |
OEFiShares S&P 100 | $18.1M |
METAFacebook Inc A | $17.9M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $17.8M |
CERNCHFCerner Corp | $17.7M |
AIGAmerican International Group Inc | $17.7M |
MUBiShares National Muni Bond | $17.7M |
CMECME Group Inc Class A | $17.6M |
—Guggenheim Multi-Asset Income ETF | $17.3M |
CVSCVS Health Corp | $17.3M |
KMIKinder Morgan Inc P | $17.2M |
SCHASchwab US Small-Cap ETF | $17.1M |
WEPMagellan Midstream Partners LP | $17.0M |
MDLZMondelez International Inc Class A | $17.0M |
BMYBristol-Myers Squibb Company | $17.0M |
DEDeere & Co | $16.9M |
MIC2EURMacquarie Infrastructure Corp | $16.9M |
GILDGilead Sciences Inc | $16.8M |
AMTAmerican Tower Corp | $16.8M |
SOSouthern Co | $16.7M |
—PowerShares QQQ ETF | $16.6M |
AXPAmerican Express Co | $16.6M |
LOWLowe's Companies Inc | $16.4M |
IYEiShares U.S. Energy ETF | $16.3M |
COPConocoPhillips | $16.0M |
TRVThe Travelers Companies Inc | $15.9M |
BALLBall Corp | $15.8M |
TMOThermo Fisher Scientific Inc | $15.8M |
ORCLOracle Corp | $15.8M |
—PowerShares S&P SmallCap Info Tech ETF | $15.7M |
IYKiShares US Consumer Goods | $15.6M |
WMTWal-Mart Stores Inc | $15.6M |
FQIDigital Realty Trust Inc | $15.5M |
—PowerShares DWA Energy Momentum ETF | $15.4M |
LVLNSPDR S&P Regional Banking ETF | $15.3M |
—PowerShares Senior Loan ETF | $15.2M |
STTSPDR Blmbg Barclays High Yield Bd ETF | $15.2M |
RJFRaymond James Financial Inc | $15.0M |
NVSNNovartis Ag | $15.0M |
CATCaterpillar Inc | $14.9M |
VCSHVanguard Short-Term Corporate Bond ETF | $14.7M |
GVIiShares Interm Government/Credit Bd | $14.7M |
NOCNorthrop Grumman Corp | $14.5M |
SPSBSPDR Blmbg Barclays ST Corp Bd ETF | $14.4M |
GSGoldman Sachs Group Inc | $14.3M |
ACNAccenture PLC A | $14.2M |
FFIVF5 Networks Inc | $14.1M |
JPMJP Morgan Chase Wts | $14.0M |
NVONovo Nordisk A/S | $13.9M |
IJRiShares Core S&P Small-Cap | $13.9M |
IWFiShares Russell 1000 Growth | $13.8M |
SNIScripps Networks Interactive Inc A | $13.8M |
RSGRepublic Services Inc | $13.7M |
DTHWisdomTree International High Div ETF | $13.5M |
EXPEExpedia Inc | $13.4M |
FDMFirst Trust Dow Jones Sel MicroCap ETF | $13.3M |
CBChubb Ltd | $13.3M |
EMREmerson Electric Co | $13.3M |
—PowerShares Dynamic Leisure & Entmnt ETF | $13.3M |
—Guggenheim BulletShrs 2019 HY CorpBd ETF | $13.2M |
EDConsolidated Edison Inc | $13.2M |
LAMRLamar Advertising Co | $13.2M |
—WisdomTree Japan Hedged Capital Gds ETF | $13.1M |
MDTMedtronic PLC | $13.1M |
—Guggenheim BulletShrs 2020 HY CorpBd ETF | $13.1M |
ROSTRoss Stores Inc | $13.1M |
GQ9SPDR Gold Shares | $13.1M |
IYJiShares US Industrials | $13.1M |
TRIThomson Reuters Corp Com | $13.0M |
ETNEaton Corp PLC | $13.0M |
PFFiShares US Preferred Stock | $12.9M |
UBSIUnited Bankshares Inc | $12.7M |
IYRiShares US Real Estate | $12.7M |
IYCiShares US Consumer Services | $12.6M |
SCHZSchwab US Aggregate Bond ETF | $12.6M |
OXYOccidental Petroleum Corp | $12.6M |
EFAiShares MSCI EAFE | $12.6M |
SJMJM Smucker Co | $12.5M |
VXUSVanguard Total International Stock ETF | $12.3M |