UNITED CAPITAL FINANCIAL ADVISORS, LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$12.6B
Holdings
1,281
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (1,281 positions)
| Stock | Value |
|---|---|
XLKTechnology Select Sector SPDR ETF | $27.4M |
LMTLockheed Martin Corp | $27.2M |
SPGIS&Pglobal Inc Com | $26.9M |
FDNFirst Trust Dow Jones Internet ETF | $26.7M |
XLYSelect Sector Spdr Fund Shs Ben Consumer Discretionary | $26.3M |
AQLTiShares Select Dividend ETF | $26.1M |
SAPSap Se Sponsored Adr | $25.8M |
BKLNInvesco Senior Loan ETF | $25.7M |
KMBKimberly Clark Corp | $25.1M |
MUBiShares National Muni Bond ETF | $24.8M |
MIC2EURMacquarie Infrastructure Corp | $23.8M |
METAFacebook Inc A | $23.7M |
—Invesco BulletShares 2019 HY Corp Bd ETF | $23.6M |
LOWLowes Companies Inc | $23.6M |
TMOThermo Fisher Scientific Inc | $23.4M |
IWViShares Russell 3000 ETF | $23.3M |
CERNCHFCerner Corp | $23.3M |
AMTAmerican Tower Corp | $23.3M |
STTSPDR Blmbg Barclays High Yield Bd ETF | $22.8M |
BLKCHFBlackRock Inc | $22.7M |
EPDEnterprise Products Partners LP | $22.6M |
MMM3M Co | $22.0M |
IWFiShares Russell 1000 Growth ETF | $21.7M |
DESWisdomTree SmallCap Dividend ETF | $21.5M |
ISRGIntuitive Surgical Inc | $21.5M |
CVSCVS Health Corporation | $21.5M |
XLFFinancial Select Sector SPDR ETF | $21.3M |
SCHASchwab US Small-Cap ETF | $21.3M |
COPConocoPhillips | $21.2M |
FDRRFidelity Dividend ETF for Rising Rates | $20.9M |
CHKPCheck Point Software Technologies Ltd | $20.9M |
KMIKinder Morgan Inc P | $20.7M |
IWDiShares Russell 1000 Value ETF | $20.6M |
TSMTaiwan Semiconductor Manufacturing Co Ltd | $20.4M |
WFCWells Fargo & Co | $20.3M |
ITWIllinois Tool Works Inc | $20.2M |
NDQInvesco QQQ Trust | $19.6M |
MDLZMondelez International Inc Com | $19.5M |
EFAiShares MSCI EAFE ETF | $19.4M |
AXPAmerican Express Co | $19.2M |
BIIBBiogen Inc | $19.1M |
MCDMcdonalds Corp | $19.1M |
TAPMolson Coors Brewing Co B | $18.9M |
—DowDuPont Inc | $18.9M |
MTUMiShares Edge MSCI USA Momentum Fctr ETF | $18.7M |
BMYBristol Myers Squibb Co | $18.4M |
SDOGALPS Sector Dividend Dogs ETF | $18.4M |
BSJKInvesco BulletShares 2020 HY Corp Bd ETF | $18.2M |
BACBank of America Corporation | $17.7M |
BALLBall Corp | $17.7M |
XLNXEURXilinx Inc | $17.6M |
VWOVanguard FTSE Emerging Markets Etf | $17.6M |
ORealty Income Corp | $17.5M |
CLXClorox Co | $17.5M |
UPSUnited Parcel Svc Inc Cl B | $17.5M |
EMREmerson Electric Co | $17.4M |
PEYInvesco High Yield Eq Div Achiev ETF | $17.4M |
ACWIISHARES MSCI ACWI ETF IV | $17.2M |
OEFiShares S&P 100 ETF | $16.9M |
—New Media Investment Group Inc | $16.7M |
CBChubb Ltd | $16.6M |
MCOMoody'S Corporation | $16.6M |
VSSVanguard FTSE All-World ex-US Sm-Cp ETF | $16.4M |
EXPDEXPEDTRS INTL WASH COM | $16.4M |
MUMicron Technology Inc. | $16.2M |
SOThe Southern Company | $16.2M |
VXUSVanguard Total | $16.1M |
LEALEAR CORP COM | $15.9M |
RJFRaymond James Financial Inc | $15.7M |
OXYOccidental Pete Corp | $15.5M |
DTHWisdomTree International High Div ETF | $15.3M |
GVIiShares Barclays Int Gov-Credit Bond Fund | $15.3M |
SCHMSch US Mid-Cap ETF | $15.1M |
CHRWC.H. Robinson Worldwide Inc | $15.0M |
AMATApplied Materials Inc | $14.9M |
ADIAnalog Devices Inc | $14.9M |
PSXPhillips 66 Com | $14.9M |
CTSHCognizant Technology Solutions Corp Cl A | $14.8M |
—STERIS PLC | $14.8M |
RSGRepublic Services Inc | $14.7M |
VVVanguard Large-Cap Etf | $14.7M |
FQIDigital Realty Trust Inc | $14.7M |
GILDGilead Sciences Inc | $14.6M |
ROSTRoss Stores Inc | $14.5M |
ETNEaton Corp PLC | $14.5M |
BSJLInvesco BulletShares 2021 HY Corp Bd ETF | $14.4M |
SNASnap On Inc Common | $14.4M |
TLTISHARES 20 PLS YEAR TREASURY BND ETF | $14.4M |
GWWW.W. Grainger Inc | $14.3M |
LAMRLamar Advertising Co | $14.0M |
TRI4EURThomson Reuters Corp Com | $13.9M |
EXPEExpedia Inc | $13.9M |
HDBHDFC Bank Ltd | $13.8M |
CPRTCopart Inc | $13.8M |
VPLVANGUARD FTSE PACIFIC ETF | $13.7M |
JKHYHENRY JACK & ASSOC | $13.7M |
YUMYumbrands Inc | $13.7M |
FNDCSchwab Fundamental Intl Sm Co ETF | $13.6M |
GSGoldman Sachs Group Inc | $13.6M |
COFCapital One Financial Corp | $13.5M |