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 |
|---|---|
DEODiageo PLC | $7.7M |
TXNTexas Instruments Incorporated | $7.7M |
AVGOBroadcom Inc Com | $7.6M |
STIPiShares 0-5 Year TIPS Bond ETF | $7.5M |
VOVanguard Mid Cap ETF | $7.5M |
LKQ1LKQ Corp | $7.4M |
FISVFiserv Inc | $7.4M |
NEENextEra Energy Inc | $7.4M |
FLT1EURFleetcor Technologies Inc | $7.3M |
AIGAmerican Intl Group Inc Wt Exp 011921 (026874156) | $7.3M |
VEUVanguard FTSE All-World ex US Index Fund ETF | $7.3M |
USBU.S. Bancorp | $7.3M |
FCXFreeport-McMoRan Inc | $7.2M |
EEMSiShares MSCI Emerging Markets Sm-Cp ETF | $7.2M |
A4SAmeriprise Financial Inc | $7.2M |
RSPInvesco S&P 500 Equal Weight ETF | $7.2M |
XYLXylem Inc | $7.1M |
ECLEcolab Inc | $7.0M |
RTN1USDRaytheon Co Com | $7.0M |
GMGeneral Motors Co | $6.7M |
BXMTBlackstone Mortgage Trust Inc A | $6.6M |
ERICERICSSON ADR SPONSORED | $6.6M |
BNDVanguard Total Bond Market ETF | $6.6M |
ADBEADOBE SYS INC COM (adbe) | $6.5M |
EMLCVanEck Vectors JP Morgan EM LC Bd ETF | $6.5M |
MPTMedical Properties Trust Inc | $6.4M |
SPGSimon Property Group Inc | $6.3M |
MARMarriott International Inc | $6.2M |
VWOBVanguard Emerging Markets Govt Bd ETF | $6.1M |
PYPLPayPal Holdings Inc | $6.1M |
IWSIshares Russell Mid-Cap Value | $6.1M |
WMBWilliams Companies Inc | $6.0M |
—iShares iBonds Dec 2020 Term Corporate | $6.0M |
PAGPPlains GP Holdings LP | $5.9M |
PXDEURPioneer Natural Resources Co | $5.9M |
—iShares iBonds Dec 2021 Term Corp ETF | $5.9M |
WBAWalgreen Boots Alliance Inc | $5.8M |
4I1Philip Morris International Inc | $5.8M |
AFWAlign Technology Inc | $5.8M |
TLHiShares 10-20 Year Treasury Bond ETF | $5.8M |
BPBP PLC ADR | $5.7M |
FNFFidelity National Financial Inc | $5.7M |
KMXCarmax Inc | $5.6M |
TROWT. Rowe Price Group Inc | $5.6M |
BXUSDBlackstone Group LP | $5.6M |
RYRoyal Bank of Canada | $5.6M |
IAUiShares iBonds Dec 2022 Term Corp ETF | $5.5M |
DUKDuke Energy Corp | $5.5M |
CMCSAComcast Corp Class A | $5.5M |
VXFVANGUARD EXTENDED MARKET ETF S &P COMPL | $5.5M |
PAAPlains All American Pipeline LP | $5.5M |
BERYEURBerry Plastics Group Inc | $5.5M |
IAUiShares iBonds Dec 2023 Term Corp ETF | $5.4M |
NTRSNorthern Trust Corp | $5.4M |
HBC2HSBC HOLDINGS PLC ADR SPONSORED | $5.4M |
MOAltria Group Inc | $5.4M |
PFFIshares U S Preferred Stock Etf | $5.3M |
MSCIMSCI Inc | $5.3M |
GEGeneral Electric Company Com | $5.3M |
VMBSVanguard Mortgage-Backed Secs ETF | $5.3M |
CMICummins Inc | $5.3M |
SJMSmucker J M Company | $5.2M |
SCHDSchwab Us Dividend Equity Etf Equities | $5.2M |
TRVThe Travelers Companies Inc | $5.2M |
LYBLyondellBasell Industries NV | $5.2M |
IXJiShares Global Healthcare | $5.2M |
—iShares iBonds Dec 2019 Term Corp ETF | $5.2M |
ETEnergy Transfer Equity LP | $5.2M |
ABAllianceBernstein Holding LP | $5.2M |
TJXTJX Companies Inc | $5.2M |
ITOTiShares Core S&P Total US Stock Mkt ETF | $5.1M |
—iShares iBonds Sep 2020 Term Muni Bd ETF | $5.1M |
ACICUnited Insurance Holdings Corp | $5.0M |
SABRSabre Corp | $5.0M |
—iShares iBonds Sep 2019 Term Muni Bd ETF | $5.0M |
IBDPiShares iBonds Dec 2024 Term Corp ETF | $5.0M |
FNDASchwab Fundamental US Small Company ETF | $5.0M |
SPGMSPDR MSCI ACWI IMI ETF | $5.0M |
PUIInvesco DWA Utilities Momentum ETF | $4.9M |
PNCPncfinancial Svcs Group Inc | $4.9M |
CFCF INDUSTRIES HOLDINGS INC COM | $4.9M |
TMTOYOTA MOTOR CORP F SPONSORED ADR 1 ADR REPS 2 ORD SHS | $4.9M |
—iShares iBonds Dec 2021 Term Muni Bd ETF | $4.8M |
—iShares iBonds Dec 2022 Term Muni Bd ETF | $4.8M |
FDSFACTSET RESEARCH SYS | $4.8M |
IJKiShares S&P Mid-Cap 400 Growth ETF | $4.8M |
CSXCsxcorporation Com | $4.8M |
TYLTyler Technologies Inc | $4.8M |
HRSEURHarris Corp | $4.8M |
GSYInvesco Ultra Short Duration ETF | $4.8M |
GBILGoldman Sachs Access Treasury 0-1 Yr ETF | $4.8M |
CRMSalesforce.com Inc | $4.7M |
AQLTiShares iBonds Dec 2023 Term Muni Bd ETF | $4.7M |
WPCW.P. Carey Inc | $4.7M |
WMWaste Management Inc | $4.7M |
—Invesco Wilshire Micro-Cap ETF | $4.7M |
MDYSPDR S&P MidCap 400 ETF | $4.6M |
NOWServiceNow Inc | $4.6M |
TDToronto-Dominion Bank | $4.6M |
EWEdwards Lifesciences Corp | $4.6M |