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 |
|---|---|
CHKPCheck Point Software Technology | $15.8M |
BALLBall Corporation | $15.7M |
SCHZSchwab US Aggregate Bond ETF | $15.7M |
SNASnap On Corp | $15.7M |
ACWIiShares MSCI ACWI | $15.5M |
QLTAiShares Aaa - A Rated Corporate Bond ETF | $15.3M |
GVIiShares Intermediate Govt/Crdt Bd ETF | $15.1M |
VPLVanguard Pacific Stock Index | $15.1M |
LAMRLamar Advertising Co | $14.9M |
MARMarriott International | $14.9M |
AIGAmerican International Group | $14.6M |
EXPEExpedia Inc | $14.5M |
WEPMAGELLAN MIDSTREAM PRT COM UNIT RP LP | $14.4M |
CTSHCognizant Technology Solutions Corp A | $14.4M |
LVSLas Vegas Sands Corporation | $14.3M |
PSXPhillips 66 | $14.3M |
ROBORobo Global Robotics&Automation ETF | $14.2M |
JECUSDJacobs Engineering Group Inc | $14.2M |
IYRiShares US Real Estate | $14.1M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $13.9M |
CAJPYCanon Inc | $13.9M |
TLTIshares 20 Plus Year Treasury Bond Etf | $13.9M |
LKQ1LKQ Corp | $13.9M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $13.9M |
TRVCCitigroup, Inc. | $13.9M |
—iShares iBonds Dec 2021 Term Corp ETF | $13.8M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $13.8M |
SOXXiShares PHLX Semiconductor ETF | $13.6M |
—iShares iBonds Dec 2020 Term Corporate | $13.5M |
IDUiShares US Utilities | $13.5M |
ADIAnalog Devices | $13.5M |
TRIThomson Reuters Corp Com | $13.3M |
FFIVF5 Networks Inc | $13.3M |
BRBroadridge Financial Solutions Inc | $13.3M |
—iShares iBonds Dec 2019 Term Corp ETF | $13.2M |
—PowerShares Dynamic Leisure & Entmnt ETF | $13.2M |
IBDSIshares Tr Ibonds Etf | $13.2M |
—iShares iBonds Dec 2018 Term Corporate | $13.2M |
IWFiShares Trust Russell 1000 Growth Index | $13.2M |
IYFiShares Dow Jones U.S. Financial Sector | $13.2M |
KMBKimberly-Clark Corp | $13.2M |
—Varian Medical Systems, Inc. | $13.2M |
CHRWC.H. Robinson Worldwide Inc | $13.1M |
VOOVanguard Index Fds S&P 500 ETF | $13.1M |
ISRGIntuitive Surgical Inc | $13.0M |
PBProsperity Bancshares Inc | $13.0M |
FNDXSchwab Fundamental US Large Company ETF | $12.9M |
LYBLyondellbasell Industries | $12.9M |
IBDRiShares iBonds Dec 2026 Term Corp ETF | $12.8M |
XLNXEURXilinx Inc | $12.6M |
IBDQiShares iBonds Dec 2025 Term Corp ETF | $12.6M |
SOCLGlobal X Social Media ETF | $12.5M |
YUMYum! Brands Inc. | $12.5M |
—Guggenheim BulletShrs 2021 HY CorpBd ETF | $12.5M |
RMEResmed, Inc. | $12.4M |
IWOiShares Russell 2000 Growth Fund | $12.3M |
IGViShares North American Tech-Software ETF | $12.3M |
PHParker Hannifin | $12.2M |
GMGeneral Motors Corp. | $12.1M |
WQTMWisdomtree Mid Cap Dividend Fund | $12.0M |
EMREmerson Electric Co. | $12.0M |
AFLAflac Inc | $12.0M |
BLKBlackrock, Inc. | $11.9M |
VVRInvesco Senior Income Trust | $11.9M |
AIZAssurant Inc | $11.8M |
—Guggenheim BulletShrs 2022 HY CorpBd ETF | $11.8M |
XJQCXNuveen Credit Strategies Income | $11.8M |
RSGRepublic Services Inc | $11.6M |
MTUMiShares Edge MSCI USA Momentum Fctr ETF | $11.5M |
BKBank Of New York Mellon Corp | $11.5M |
EQTEQT Corp. | $11.5M |
GBCIGlacier Bancorp Inc | $11.4M |
—STERIS PLC | $11.4M |
A4SAmeriprise Financial Inc | $11.3M |
SCHVSchwab US Large-Cap Value ETF | $11.2M |
GOODGladstone Commercial | $11.1M |
EOGEog Resources, Inc. | $11.0M |
RWRSPDR Dow Jones REIT ETF | $11.0M |
IWPiShares Russell Mid Cap Growth Inde | $10.9M |
GIBCGI Group Inc | $10.9M |
DVYEiShares Emerging Markets Dividend ETF | $10.8M |
AQLTIshares Dow Jones U.S. Healthcare | $10.7M |
—Brookfield Infrastructure Partners | $10.7M |
CWBSPDR Blmbg Barclays Convert Secs ETF | $10.7M |
—Guggenheim BulletShrs 2024 HY CorpBd ETF | $10.7M |
VGITVanguard Interm-Term Govt Bd ETF | $10.7M |
VBVanguard Small Cap Index Fund | $10.6M |
FTSFortis Inc | $10.6M |
HAINHain Celestial Group | $10.5M |
SCHGSchwab US Large-Cap Growth ETF | $10.5M |
XLFITechnology SPDR (ETF) | $10.4M |
EEMViShares MSCI Emerging Market Min Vol Index | $10.4M |
SCHFSchwab International Equity ETF | $10.3M |
UNHUnitedhealth Group Inc Com | $10.2M |
—Express Scripts Holding Company | $10.1M |
VIGVanguard Specialized Portfolio App ETF | $10.1M |
—Guggenheim BulletShrs 2023 HY CorpBd ETF | $10.1M |
AEPAmerican Electric Power | $10.1M |
LGF/BEURLions Gate Entertainment Corp | $10.0M |
ORealty Income Corporation | $10.0M |