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 |
|---|---|
MDYS&p Mid-Cap 400 Unit Trust | $5.3M |
SONYSony Corp | $5.3M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $5.2M |
—iShares iBonds Sep 2019 Term Muni Bd ETF | $5.2M |
MCOMoody's Investors Services | $5.2M |
ELEstee Lauder Co. | $5.2M |
ADBEAdobe Systems, Inc. | $5.2M |
—Waste Management, Inc. | $5.2M |
—Twenty First Century Fox | $5.1M |
CMCSAComcast Corp. Cl A | $5.1M |
TDToronto Dominion Bk Ont Com New | $5.1M |
RYRoyal Bank of Canada | $5.0M |
MCKMcKesson Corporation | $5.0M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $5.0M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $5.0M |
PAGPPlains Gp Holdings, L.P. | $4.9M |
MPTMedical Properties Trust, Inc. | $4.9M |
—Government Properties | $4.8M |
NEENextera Energy, Inc. | $4.8M |
—Guggenheim BulletShrs 2019 Corp Bd ETF | $4.8M |
—Buffalo Wild Wings Inc | $4.7M |
ALSAllstate | $4.6M |
DFSEURDiscover Financial Services | $4.6M |
LHLaboratory Corp. Of America | $4.6M |
TTENTotal Sa | $4.5M |
AKAMAkamai Technologies, Inc. | $4.5M |
ETEnergy Transfer Equity Lp | $4.5M |
—Fitbit Inc | $4.5M |
RELXRelx Plc American Depositary Shares | $4.5M |
ABAlliance Bernstein Holding L.P. | $4.5M |
IWNiShares Russell 2000 Value | $4.4M |
FDXFedex Corporation | $4.4M |
TYLTyler Technologies Inc. | $4.3M |
ITOTiShares Core S&P Total US Stock Mkt ETF | $4.3M |
PAYXPaychex, Inc. | $4.3M |
BCEBce Inc Com New | $4.3M |
SYKStryker Corp. | $4.3M |
BSVVanguard Short-Term Bond ETF | $4.3M |
MURMurphy Oil Corp | $4.2M |
BPBP PLC | $4.2M |
NPFINuveen Pref & Income Securities Fund | $4.2M |
MCHPMicrochip Technology Inc | $4.1M |
—SUPERVALU Inc | $4.1M |
FVDFirst Trust Value Line Fund | $4.1M |
BANXStonecastle Financial Corp. | $4.1M |
MLCOMelco Resorts & Entertainment | $4.1M |
DOLWisdomTree International LargeCp Div ETF | $4.1M |
VYMVanguard High Dividend Yield ETF | $4.1M |
NTNXNutanix Inc | $4.0M |
—InterXion Holding NV | $4.0M |
JPCNuveen Pref & Income Opps Fund | $4.0M |
TJXTJX Companies, Inc. | $4.0M |
SPGSimon Property Group | $4.0M |
CLXClorox Co. | $3.9M |
UALUnited Continental Holdings Inc | $3.9M |
—Guggenheim MSCI Global Timber ETF | $3.9M |
IWRiShares Russell Mid-Cap Index Fund | $3.8M |
UPBDRent-A-Center Inc | $3.8M |
FGMFirst Trust Germany AlphaDEX ETF | $3.8M |
NTESNetEase Inc | $3.7M |
GDGeneral Dynamics Corp | $3.7M |
PYPLPaypal Holdings Inc. | $3.7M |
CSXCSX Corp | $3.7M |
TMToyota Motor Corporation Ads | $3.7M |
AEOAmerican Eagle Outfitters Inc | $3.7M |
—Prologis, Inc. | $3.6M |
MTDRMatador Resources Co | $3.6M |
—Synchrony Fin | $3.6M |
SJMJ. M. Smucker Co. | $3.6M |
BBTUSDBb&t Corporation | $3.5M |
SCHESchwab Emerging Markets Equity ETF | $3.5M |
MSCIMSCI Inc. | $3.5M |
GISGeneral Mills | $3.5M |
—Idexx Laboratories, Inc. | $3.5M |
WNSNWNS (Holdings) Ltd | $3.5M |
AESAes Corporation | $3.4M |
AERAerCap Holdings NV | $3.4M |
—Cyrusone Inc. | $3.4M |
EMLPFirst Trust North Amer Engy InfrasETF | $3.4M |
NSCNorfolk Southern Corporation | $3.4M |
FOXATwenty First Century Fox CL B | $3.4M |
TRMBTrimble Inc. | $3.3M |
IYGiShares Trust US Financial Services | $3.3M |
HALHalliburton Co Hldg Co | $3.3M |
DHID.R. Horton Inc | $3.3M |
TSEMTower Semiconductor Ltd | $3.3M |
DLNWisdomTree US LargeCap Dividend ETF | $3.2M |
INTUIntuit, Inc. | $3.2M |
SABRSabre Corp | $3.2M |
WDCWestern Digital Corporation | $3.2M |
TFISPDR Nuveen Blmbg Barclays Muni Bd ETF | $3.1M |
DYHTarget Corp. | $3.1M |
CMICummins, Inc. | $3.1M |
SCHRSchwab Intermediate-Term US Trs ETF | $3.1M |
ESLTElbit Systems Ltd | $3.1M |
LOGILogitech International SA | $3.1M |
EQC 6.5 PERP DEquity Comwlth Cum Pfd S D 6.5 | $3.1M |
BIDUNBaidu Inc. - Adr | $3.1M |
VTHRVanguard Russell 3000 ETF | $3.1M |
—Williams Partners Lp Com Unit Lp | $3.0M |