United Capital Financial Advisers

Latest statistics and disclosures from United Capital Financial Advisers's latest quarterly 13F-HR filing:

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Positions held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for United Capital Financial Advisers

United Capital Financial Advisers holds 886 positions in its portfolio as reported in the June 2023 quarterly 13F filing

United Capital Financial Advisers has 886 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&p 500 Etf Exchange Traded Fund (VOO) 10.0 $1.8B +3% 4.5M 407.28
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Vanguard Short-term Bond Etf Exchange Traded Fund (BSV) 4.7 $864M +4% 11M 75.57
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Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA) 3.7 $674M 10M 67.50
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Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 3.6 $660M 1.5M 445.71
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Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT) 2.6 $481M 21M 22.90
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Apple Common Stock (AAPL) 2.5 $458M -7% 2.4M 193.97
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Vanguard Value Etf Exchange Traded Fund (VTV) 2.4 $439M 3.1M 142.10
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Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV) 2.3 $420M +6% 5.6M 75.23
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Vanguard Growth Etf Exchange Traded Fund (VUG) 2.3 $419M -4% 1.5M 282.96
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Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA) 1.8 $326M +4% 11M 31.00
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Microsoft Corporation Common Stock (MSFT) 1.6 $288M -10% 845k 340.54
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Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB) 1.4 $265M -2% 5.2M 50.57
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Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK) 1.4 $248M +4% 2.7M 92.03
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Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG) 1.3 $232M 4.7M 49.29
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Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF) 1.2 $227M 6.4M 35.37
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Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR) 1.2 $222M +7% 2.2M 99.65
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Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM) 1.2 $217M +3% 4.6M 47.05
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Ishares Mbs Etf Exchange Traded Fund (MBB) 1.0 $185M -2% 2.0M 93.27
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Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG) 0.9 $164M -4% 1.7M 97.95
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Vanguard Small Cap Value Etf Exchange Traded Fund (VBR) 0.9 $160M 966k 165.40
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Vanguard Real Estate Etf Exchange Traded Fund (VNQ) 0.8 $155M +3% 1.9M 83.56
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Alphabet Inc. Class A Common Stock (GOOGL) 0.8 $144M -3% 1.2M 119.70
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Visa Inc. Class A Common Stock (V) 0.8 $143M 604k 237.48
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Accenture Plc Class A Common Stock (ACN) 0.8 $140M +27% 452k 308.58
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Home Depot Common Stock (HD) 0.7 $138M 443k 310.64
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Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI) 0.7 $128M +3% 3.2M 40.19
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Ishares National Muni Bond Etf Exchange Traded Fund (MUB) 0.7 $126M +2% 1.2M 106.73
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Starbucks Corporation Common Stock (SBUX) 0.7 $119M -3% 1.2M 99.06
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Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 0.6 $115M -4% 336k 341.00
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Costco Wholesale Corporation Common Stock (COST) 0.6 $112M -2% 208k 538.38
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Alphabet Inc. Class C Common Stock (GOOG) 0.6 $112M -6% 923k 120.97
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Jpmorgan Chase & Co. Common Stock (JPM) 0.5 $98M -4% 675k 145.44
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Amazon.com Common Stock (AMZN) 0.5 $95M -5% 725k 130.36
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Broadstone Net Lease Common Stock (BNL) 0.5 $93M -19% 6.0M 15.44
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Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO) 0.5 $91M -5% 562k 161.83
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Walmart Common Stock (WMT) 0.5 $90M 572k 157.18
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Adobe Incorporated Common Stock (ADBE) 0.5 $90M +10% 184k 488.99
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Johnson & Johnson Common Stock (JNJ) 0.5 $89M -2% 537k 165.52
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Chevron Corporation Common Stock (CVX) 0.5 $88M -3% 560k 157.35
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Cisco Systems Common Stock (CSCO) 0.5 $86M -4% 1.7M 51.74
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Pepsico Common Stock (PEP) 0.5 $85M -3% 459k 185.22
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Schwab International Equity Etf Exchange Traded Fund (SCHF) 0.4 $82M -4% 2.3M 35.65
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Oracle Corporation Common Stock (ORCL) 0.4 $82M -7% 691k 119.09
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Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH) 0.4 $80M 307k 261.48
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S&p Global Common Stock (SPGI) 0.4 $77M +7% 191k 400.89
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Mastercard Incorporated Class A Common Stock (MA) 0.4 $76M 193k 393.30
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Nike, Inc. Class B Common Stock (NKE) 0.4 $76M 688k 110.37
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Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB) 0.4 $71M +62% 1.4M 50.17
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Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX) 0.4 $70M -5% 1.3M 52.37
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Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST) 0.4 $69M -6% 1.4M 50.14
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Walt Disney Company Common Stock (DIS) 0.4 $67M 751k 89.28
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Unilever Common Stock (UL) 0.4 $67M 1.3M 52.13
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Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS) 0.4 $66M 697k 95.09
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Medtronic Common Stock (MDT) 0.4 $65M 735k 88.10
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Thomson Reuters Corporation Common Stock 0.4 $65M NEW 480k 134.94
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Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK) 0.4 $65M -4% 281k 229.74
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Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB) 0.3 $64M +4% 2.6M 25.01
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Rtx Corp. Common Stock (RTX) 0.3 $63M 646k 97.96
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Ares Management Corporation Common Stock (ARES) 0.3 $63M -2% 650k 96.35
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Vanguard Total Stock Market Etf Exchange Traded Fund (VTI) 0.3 $62M -4% 280k 220.28
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Nvidia Corporation Common Stock (NVDA) 0.3 $61M -22% 145k 423.02
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Qualcomm Incorporated Common Stock (QCOM) 0.3 $60M 501k 119.04
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Broadcom Common Stock (AVGO) 0.3 $60M -5% 69k 867.43
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Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT) 0.3 $59M -2% 516k 114.93
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Unitedhealth Group Incorporated Common Stock (UNH) 0.3 $59M -3% 123k 480.64
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Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY) 0.3 $58M -4% 132k 443.28
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Merck & Co Common Stock (MRK) 0.3 $58M 501k 115.39
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Abbvie Common Stock (ABBV) 0.3 $57M -8% 424k 134.73
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Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG) 0.3 $54M -8% 726k 74.95
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Biogen Common Stock (BIIB) 0.3 $53M 187k 284.85
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Danaher Corporation Common Stock (DHR) 0.3 $53M -6% 220k 240.00
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Abbott Laboratories Common Stock (ABT) 0.3 $52M -10% 478k 109.02
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Becton, Dickinson And Company Common Stock (BDX) 0.3 $52M 197k 264.01
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Gilead Sciences Common Stock (GILD) 0.3 $50M -4% 652k 77.07
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Deere & Company Common Stock (DE) 0.3 $49M +85% 120k 405.19
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General Dynamics Corporation Common Stock (GD) 0.3 $49M 226k 215.15
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Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV) 0.3 $48M -2% 719k 67.09
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Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA) 0.3 $48M -2% 1.0M 46.18
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Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV) 0.3 $47M -2% 351k 132.73
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C.h. Robinson Worldwide Common Stock (CHRW) 0.2 $45M 480k 94.35
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Cognizant Technology Solutions Corporation Class A Common Stock (CTSH) 0.2 $45M +3% 684k 65.28
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Cvs Health Corporation Common Stock (CVS) 0.2 $44M 637k 69.13
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Spdr S&p Dividend Etf Exchange Traded Fund (SDY) 0.2 $42M -4% 344k 122.58
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Lowe's Companies Common Stock (LOW) 0.2 $42M -3% 187k 225.70
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Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA) 0.2 $42M 958k 43.80
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Stryker Corporation Common Stock (SYK) 0.2 $42M -8% 137k 305.09
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Cme Group Inc. Class A Common Stock (CME) 0.2 $41M -3% 224k 185.29
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Intuitive Surgical Common Stock (ISRG) 0.2 $41M -4% 119k 341.94
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Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY) 0.2 $40M -17% 497k 81.08
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Blackrock Common Stock (BLK) 0.2 $40M -2% 58k 691.14
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Invesco Qqq Trust Series I Exchange Traded Fund (QQQ) 0.2 $40M -3% 108k 369.42
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Caterpillar Common Stock (CAT) 0.2 $40M 161k 246.05
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Arthur J. Gallagher & Co. Common Stock (AJG) 0.2 $40M -5% 180k 219.57
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Exxon Mobil Corporation Common Stock (XOM) 0.2 $39M -26% 361k 107.25
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Meta Platforms Inc. Class A Common Stock (META) 0.2 $38M +4% 134k 286.98
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Republic Services Common Stock (RSG) 0.2 $38M -3% 246k 153.17
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Intuit Common Stock (INTU) 0.2 $37M 82k 458.19
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Firstservice Corp Common Stock (FSV) 0.2 $36M -3% 235k 154.09
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Pfizer Common Stock (PFE) 0.2 $36M +7% 981k 36.68
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Nextera Energy Common Stock (NEE) 0.2 $36M -5% 485k 74.20
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Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT) 0.2 $36M -8% 366k 97.84
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Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW) 0.2 $36M -5% 507k 70.48
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Ishares U.s. Technology Etf Exchange Traded Fund (IYW) 0.2 $36M -3% 328k 108.87
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Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF) 0.2 $35M -5% 129k 275.18
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Steris Common Stock (STE) 0.2 $35M -2% 157k 224.98
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Procter & Gamble Company Common Stock (PG) 0.2 $35M -6% 229k 151.74
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International Flavors & Fragrances Common Stock (IFF) 0.2 $34M +6% 431k 79.59
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Automatic Data Processing Common Stock (ADP) 0.2 $34M 155k 219.79
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Tractor Supply Company Common Stock (TSCO) 0.2 $34M -6% 153k 221.10
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Copart Common Stock (CPRT) 0.2 $34M -5% 369k 91.21
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Wisdomtree U.s. Smallcap Dividend Fund Exchange Traded Fund (DES) 0.2 $33M 1.1M 28.79
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Ishares S&p 500 Value Etf Exchange Traded Fund (IVE) 0.2 $32M -4% 201k 161.19
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Vanguard Small-cap Etf Exchange Traded Fund (VB) 0.2 $32M -2% 161k 198.89
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Oneok Common Stock (OKE) 0.2 $32M -2% 514k 61.72
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Bristol-myers Squibb Company Common Stock (BMY) 0.2 $32M -4% 492k 63.95
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Pool Corporation Common Stock (POOL) 0.2 $31M 84k 374.64
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Jack Henry & Associates Common Stock (JKHY) 0.2 $30M 180k 167.33
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Ishares Iboxx $ High Yield Corporate Bond Etf Exchange Traded Fund (HYG) 0.2 $30M 397k 75.07
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Union Pacific Corporation Common Stock (UNP) 0.2 $30M -4% 145k 204.62
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Nasdaq Common Stock (NDAQ) 0.2 $29M -2% 576k 49.85
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Texas Instruments Incorporated Common Stock (TXN) 0.2 $29M -4% 158k 180.02
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Ishares Semiconductor Etf Exchange Traded Fund (SOXX) 0.2 $28M -2% 56k 507.26
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Emerson Electric Common Stock (EMR) 0.2 $28M 312k 90.39
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Mondelez International, Inc. Class A Common Stock (MDLZ) 0.2 $28M -4% 378k 72.94
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Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY) 0.2 $28M 1.4M 19.22
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Invesco Dynamic Large Cap Growth Etf Exchange Traded Fund (PWB) 0.1 $27M 389k 70.62
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Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI) 0.1 $27M 266k 102.90
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Dollar General Corporation Common Stock (DG) 0.1 $27M +5% 158k 169.78
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Schwab Fundamental International Small Co. Index Etf Exchange Traded Fund (FNDC) 0.1 $27M 797k 33.19
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Thermo Fisher Scientific Common Stock (TMO) 0.1 $26M -7% 50k 521.75
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American Tower Corporation Common Stock (AMT) 0.1 $26M -2% 135k 193.94
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Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL) 0.1 $26M 368k 69.72
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Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD) 0.1 $25M +6% 347k 72.62
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American Express Company Common Stock (AXP) 0.1 $25M -4% 143k 174.20
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Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB) 0.1 $25M -5% 481k 51.70
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Salesforce Common Stock (CRM) 0.1 $25M 117k 211.26
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General Mills Common Stock (GIS) 0.1 $24M -2% 317k 76.70
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Northrop Grumman Corp. Common Stock (NOC) 0.1 $24M -2% 53k 455.80
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Eog Resources Common Stock (EOG) 0.1 $24M +4% 212k 114.44
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Ttec Holdings Common Stock (TTEC) 0.1 $24M +19% 715k 33.84
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Illinois Tool Works Common Stock (ITW) 0.1 $24M -11% 96k 250.16
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Southern Company Common Stock (SO) 0.1 $24M -3% 340k 70.25
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Ishares Msci Acwi Etf Exchange Traded Fund (ACWI) 0.1 $24M +2% 248k 95.94
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Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM) 0.1 $24M +2% 689k 34.38
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Kkr & Co Common Stock (KKR) 0.1 $24M -5% 422k 56.00
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Taiwan Semiconductor Manufacturing Common Stock (TSM) 0.1 $24M -4% 234k 100.92
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Lamar Advertising Company Class A Common Stock (LAMR) 0.1 $23M 236k 99.25
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Amgen Common Stock (AMGN) 0.1 $23M -4% 105k 222.02
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Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON) 0.1 $23M 550k 42.05
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Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ) 0.1 $23M -3% 498k 46.16
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Asml Holding Nv Common Stock (ASML) 0.1 $23M +16% 31k 724.74
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Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH) 0.1 $23M +147% 394k 57.73
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Wells Fargo & Company Common Stock (WFC) 0.1 $23M 531k 42.68
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Pioneer Natural Resources Company Common Stock (PXD) 0.1 $23M 109k 207.18
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Paychex Common Stock (PAYX) 0.1 $22M +3% 199k 111.87
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Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD) 0.1 $22M -17% 141k 157.83
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Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV) 0.1 $22M -31% 217k 100.63
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Roper Technologies Common Stock (ROP) 0.1 $21M 44k 480.80
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D.r. Horton Common Stock (DHI) 0.1 $21M -3% 175k 121.69
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Jacobs Solutions Common Stock (J) 0.1 $21M -2% 174k 118.89
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Verizon Communications Common Stock (VZ) 0.1 $21M -6% 554k 37.19
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Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR) 0.1 $20M -9% 388k 52.63
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Aflac Incorporated Common Stock (AFL) 0.1 $20M 290k 69.80
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T-mobile Us Common Stock (TMUS) 0.1 $20M -13% 144k 138.90
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Digital Realty Trust Common Stock (DLR) 0.1 $20M +3% 174k 113.87
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Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT) 0.1 $20M -7% 334k 58.66
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Parker-hannifin Corporation Common Stock (PH) 0.1 $20M -7% 50k 390.04
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Financial Select Sector Spdr Fund Exchange Traded Fund (XLF) 0.1 $19M 574k 33.71
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Ball Corporation Common Stock (BALL) 0.1 $19M 331k 58.21
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Spdr Portfolio Mortgage Backed Bond Etf Exchange Traded Fund (SPMB) 0.1 $19M -2% 870k 21.91
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Vanguard Large-cap Etf Exchange Traded Fund (VV) 0.1 $19M 93k 202.72
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Invesco Bulletshares 2023 High Yield Corporate Bond Etf Exchange Traded Fund (BSJN) 0.1 $18M -7% 780k 23.51
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Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV) 0.1 $18M -8% 246k 74.33
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Dimensional U.s. Core Equity 2 Etf Exchange Traded Fund (DFAC) 0.1 $18M -4% 669k 27.15
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Tesla Common Stock (TSLA) 0.1 $18M -9% 68k 261.77
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Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG) 0.1 $18M -7% 183k 97.64
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Alps Sector Dividend Dogs Etf Exchange Traded Fund (SDOG) 0.1 $17M 349k 49.97
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Waters Corporation Common Stock (WAT) 0.1 $17M 65k 266.54
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Technology Select Sector Spdr Fund Exchange Traded Fund (XLK) 0.1 $17M 98k 173.86
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First Trust Low Duration Opportunities Etf Exchange Traded Fund (LMBS) 0.1 $17M -41% 349k 47.67
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Crown Castle Common Stock (CCI) 0.1 $17M 146k 113.94
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Ishares Russell 3000 Etf Exchange Traded Fund (IWV) 0.1 $17M -3% 65k 254.48
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Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV) 0.1 $17M -12% 210k 78.26
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Dover Corporation Common Stock (DOV) 0.1 $16M +43% 108k 147.65
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Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM) 0.1 $16M -4% 293k 54.44
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First Trust Enhanced Short Maturity Etf Exchange Traded Fund (FTSM) 0.1 $16M -42% 267k 59.41
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Ishares S&p 100 Etf Exchange Traded Fund (OEF) 0.1 $15M -5% 74k 207.06
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Spdr Gold Shares Exchange Traded Fund (GLD) 0.1 $15M 86k 178.27
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Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM) 0.1 $15M +2% 142k 106.07
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United Parcel Service, Inc. Class B Common Stock (UPS) 0.1 $15M -4% 82k 179.25
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Westinghouse Air Brake Technologies Corporation Common Stock (WAB) 0.1 $15M -4% 135k 109.67
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Sanofi Common Stock (SNY) 0.1 $15M 272k 53.90
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Tjx Companies Common Stock (TJX) 0.1 $14M 170k 84.79
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Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI) 0.1 $14M -29% 124k 115.26
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Ishares Russell 2000 Etf Exchange Traded Fund (IWM) 0.1 $14M +2% 76k 187.27
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Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG) 0.1 $14M +23% 88k 162.43
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Boeing Company Common Stock (BA) 0.1 $14M 66k 211.16
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GSK Common Stock (GSK) 0.1 $14M 389k 35.64
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International Business Machines Corporation Common Stock (IBM) 0.1 $14M -10% 103k 133.81
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Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO) 0.1 $14M -4% 339k 40.68
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Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS) 0.1 $14M -12% 219k 62.62
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Lockheed Martin Corporation Common Stock (LMT) 0.1 $14M -11% 30k 460.39
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Eli Lilly And Company Common Stock (LLY) 0.1 $14M -12% 29k 468.98
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Pimco Enhanced Short Maturity Active Etf Exchange Traded Fund (MINT) 0.1 $13M -7% 135k 99.76
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Fidelity National Financial, Inc. - Fnf Group Common Stock (FNF) 0.1 $13M 366k 36.00
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Booking Holdings Common Stock (BKNG) 0.1 $13M -4% 4.9k 2700.24
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Hdfc Bank Common Stock (HDB) 0.1 $13M 188k 69.70
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Xpo Common Stock (XPO) 0.1 $13M -6% 221k 59.00
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Alcon Common Stock (ALC) 0.1 $13M NEW 157k 82.11
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Iron Mountain Common Stock (IRM) 0.1 $13M 226k 56.82
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Molson Coors Beverage Company Class B Common Stock (TAP) 0.1 $13M -9% 194k 65.84
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Invesco Bulletshares 2024 High Yield Corporate Bond Etf Exchange Traded Fund (BSJO) 0.1 $13M -6% 562k 22.48
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Ishares Emerging Markets Dividend Etf Exchange Traded Fund (DVYE) 0.1 $13M 510k 24.50
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Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH) 0.1 $12M -6% 164k 75.66
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Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB) 0.1 $12M 481k 25.37
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Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC) 0.1 $12M 188k 65.08
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Industrial Select Sector Spdr Fund Exchange Traded Fund (XLI) 0.1 $12M +2% 113k 107.32
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Energy Select Sector Spdr Fund Exchange Traded Fund (XLE) 0.1 $12M +5% 149k 81.17
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Diageo Common Stock (DEO) 0.1 $12M 70k 173.48
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Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG) 0.1 $12M -7% 246k 49.29
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Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH) 0.1 $12M 42k 280.25
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Otis Worldwide Corporation Common Stock (OTIS) 0.1 $12M -3% 132k 89.01
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Advanced Micro Devices Common Stock (AMD) 0.1 $12M +25% 102k 113.91
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Novartis Common Stock (NVS) 0.1 $12M -8% 114k 100.91
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American International Group Common Stock (AIG) 0.1 $11M -13% 191k 57.54
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Chubb Common Stock (CB) 0.1 $11M 57k 192.56
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Ferguson Common Stock (FERG) 0.1 $11M 68k 157.31
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Ishares Msci Eafe Etf Exchange Traded Fund (EFA) 0.1 $11M -2% 148k 72.50
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Ishares Russell 1000 Etf Exchange Traded Fund (IWB) 0.1 $11M 44k 243.74
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Colgate-palmolive Company Common Stock (CL) 0.1 $11M -10% 137k 77.04
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Yum! Brands Common Stock (YUM) 0.1 $10M 74k 138.55
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Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT) 0.1 $10M -7% 128k 79.03
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Kinder Morgan Inc Class P Common Stock (KMI) 0.1 $9.9M -8% 575k 17.22
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F5 Common Stock (FFIV) 0.1 $9.8M -10% 67k 146.26
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Bank Of America Corp Common Stock (BAC) 0.1 $9.8M -21% 343k 28.69
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Ing Groep Nv Common Stock (ING) 0.1 $9.8M +2738% 728k 13.47
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Intapp Common Stock (INTA) 0.1 $9.8M 233k 41.91
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Analog Devices Common Stock (ADI) 0.1 $9.7M +32% 50k 194.81
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Check Point Software Technologies Common Stock (CHKP) 0.1 $9.6M -4% 77k 125.62
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Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU) 0.1 $9.6M -3% 176k 54.41
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Relx Common Stock (RELX) 0.1 $9.6M -7% 286k 33.43
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Enterprise Products Partners Common Stock (EPD) 0.1 $9.5M -8% 362k 26.35
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Vanguard Mid-cap Etf Exchange Traded Fund (VO) 0.1 $9.5M -3% 43k 220.16
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Cgi Inc. Class A Common Stock (GIB) 0.1 $9.3M -6% 88k 105.43
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Gxo Logistics Common Stock (GXO) 0.1 $9.3M -10% 148k 62.82
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Coca-cola Company Common Stock (KO) 0.1 $9.3M -5% 154k 60.22
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Ishares California Muni Bond Etf Exchange Traded Fund (CMF) 0.0 $9.0M +11% 159k 56.95
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Dimensional Us Marketwide Value Etf Exchange Traded Fund (DFUV) 0.0 $9.0M -2% 262k 34.50
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Blackstone Common Stock (BX) 0.0 $9.0M -3% 97k 92.97
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Mcdonald's Corporation Common Stock (MCD) 0.0 $9.0M -9% 30k 298.41
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Past Filings by United Capital Financial Advisers

SEC 13F filings are viewable for United Capital Financial Advisers going back to 2010

View all past filings