UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2017 Filing
Filed February 13, 2018
Portfolio Value
$12.7B
Holdings
1,307
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (1,307 positions)
| Stock | Value |
|---|---|
WMTWal-Mart Stores, Inc. | $28.6M |
MDTMedtronic PLC | $28.5M |
SMHVanEck Vectors Semiconductor ETF | $28.5M |
IWViShares Russell 3000 | $28.3M |
AMGNAmgen, Inc. | $28.1M |
KOCoca Cola Co. | $27.9M |
TLHiShares 10-20 Year Treasury Bond ETF | $27.9M |
COFCapital One Financial Corporation | $27.4M |
CERNCHFCerner Corp. | $27.3M |
SAPSAP Se | $26.4M |
GILDGilead Sciences | $26.3M |
XFEBFirst Tr Exchange Trad Dj Internt Idx | $26.2M |
ACNAccenture PLC | $26.0M |
ITWIllinois Tool Works | $25.9M |
DESWisdomTree SmallCap Dividend ETF | $25.6M |
CATCaterpillar, Inc. | $24.7M |
PWVPowerShares Dynamic Large Cap Growth ETF | $24.7M |
LOWLowes, Inc. | $24.7M |
ORCLOracle Corp. | $24.2M |
BMYBristol Myers Squibb Co. | $23.9M |
GEGeneral Electric Co. | $23.8M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $23.6M |
STTSPDR Blmbg Barclays High Yield Bd ETF | $23.2M |
SCHOSchwab Short-Term US Treasury ETF | $23.2M |
AMTAmerican Tower Corp | $23.2M |
SCHASchwab US Small-Cap ETF | $23.1M |
MMM3M Company | $23.0M |
IEFiShares 7-10 Year Treasury Bond ETF | $22.9M |
—DowDuPont Inc. | $22.9M |
SHYiShares Barclays 1-3 Yr Treasuries | $22.6M |
MUBiShares National Muni Bond ETF | $22.6M |
IYWiShares Dow Jones U.S. Technology | $22.5M |
—Guggenheim BulletShrs 2019 HY CorpBd ETF | $22.4M |
AQLTIshares Trust Dj Select Div Index Fund | $22.3M |
UPSUnited Parcel Service | $21.9M |
FDRRFidelity Dividend ETF for Rising Rates | $21.9M |
IYMiShares Dow Jones U.S. Basic Materials | $21.7M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $21.7M |
XPOXPO Logistics Inc | $21.5M |
SDOGALPS Sector Dividend Dogs ETF | $21.4M |
AXPAmerican Express | $21.4M |
GSGoldman Sachs Group | $21.4M |
NVSNovartis | $21.0M |
ITA*iShares US Aerospace & Defense ETF | $21.0M |
CMECME Group Inc. | $20.9M |
—PowerShares QQQ | $20.8M |
CELGCelgene Corporation | $20.6M |
DEODiageo PLC | $20.6M |
OEFiShares S&P 100 Index Fund | $20.5M |
WFCWells Fargo & Co. | $20.2M |
TMOThermo Fisher Scientific, Inc. | $19.9M |
—PowerShares High Yld Eq Div Achiev ETF | $19.8M |
AIGAIG Warrants 01/19/21 | $19.7M |
EPDEnterprise Products Partners LP | $19.5M |
RJFRaymond James Financial Inc | $19.5M |
EMBiShares JPMorgan USD Emerg Markets Bond | $19.4M |
—New Media Investment Group | $19.1M |
EXPDExpeditors International of Washington Inc | $19.0M |
FTSMFirst Trust Enhanced Short Maturity ETF | $19.0M |
BACBank Of America | $18.7M |
OXYOccidental Petroleum Corporation | $18.7M |
VXUSVanguard Total International Stock ETF | $18.4M |
AMZNAmazon.Com | $18.4M |
EDVVanguard Extended Duration Trs ETF | $18.3M |
PFFiShares S&P U.S. Preferred | $18.1M |
CBChubb Limited | $18.1M |
BILSPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $18.1M |
KMIKinder Morgan, Inc. | $18.0M |
VVVanguard Large Cap ETF | $17.8M |
DTHWisdomTree International High Div ETF | $17.6M |
JKHYJack Henry & Associates Inc | $17.4M |
ROSTRoss Stores Inc | $17.4M |
SLBSchlumberger | $17.4M |
—Macquarie Infrastructure Company, LLC | $17.2M |
COPConocoPhillips | $17.2M |
NOCNorthrop Grumman Corp | $17.1M |
FQIDigital Realty Trust Inc | $17.1M |
IFFInternational Flavors & Fragrances Inc | $17.1M |
TRVThe Travelers Company | $17.1M |
LMBSFirst Trust Low Duration Oppos ETF | $16.8M |
FNDCSchwab Fundamental Intl Sm Co ETF | $16.8M |
IYHiShares Dow Jones US Healthcare | $16.8M |
TSSTotal System Services Inc | $16.6M |
CVSCVS Caremark | $16.5M |
CPRTCopart Inc | $16.5M |
EEMiShares MSCI Emerging Markets ETF | $16.5M |
—Vanguard Shrt-Term Corp Bond ETF | $16.3M |
MDLZMondelez Intl Inc Cl A | $16.3M |
WPPWPP PLC | $16.3M |
SOSouthern Company | $16.2M |
—Guggenheim BulletShrs 2020 HY CorpBd ETF | $16.2M |
BJKVanEck Vectors Gaming ETF | $16.2M |
BIIBBiogen Idec Inc. | $16.1M |
PMBSPIMCO Investment Grade Corporate Bd ETF | $16.1M |
EDConsolidated Edison Inc | $16.1M |
ETNEaton Corp PLC | $16.0M |
DEDeere & Co | $15.9M |
LVLNSpdr Kbw Regional Banking (etf) | $15.9M |
VCLTVanguard Long-Term Corporate Bd ETF | $15.8M |
IYEiShares Trust US Energy Sector | $15.8M |