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 1083 positions in its portfolio as reported in the September 2022 quarterly 13F filing

United Capital Financial Advisers has 1083 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) 7.2 $1.2B +12% 3.7M 328.30
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV) 4.3 $729M +1098% 9.7M 74.82
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 3.2 $543M 1.5M 358.65
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT) 3.0 $515M -3% 23M 22.76
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA) 3.0 $513M +2% 9.7M 52.67
Apple Common Stock (AAPL) 3.0 $500M -10% 3.6M 138.20
Vanguard Value Etf Exchange Traded Fund (VTV) 2.5 $417M -2% 3.4M 123.48
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV) 2.0 $345M +168666% 4.7M 73.48
Vanguard Growth Etf Exchange Traded Fund (VUG) 2.0 $334M 1.6M 213.95
Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB) 1.7 $283M -2% 5.9M 48.28
Microsoft Corporation Common Stock (MSFT) 1.6 $274M -2% 1.2M 232.90
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA) 1.5 $258M 8.6M 29.89
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF) 1.3 $227M -3% 6.8M 33.48
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK) 1.2 $203M +7% 2.3M 87.85

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Ishares Mbs Etf Exchange Traded Fund (MBB) 1.2 $200M -3% 2.2M 91.58
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG) 1.2 $200M -81% 2.1M 96.34
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG) 1.2 $195M -12% 4.5M 42.98
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM) 1.1 $181M +19% 3.9M 46.09
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR) 1.0 $165M +6% 1.9M 87.19
Broadstone Net Lease Common Stock (BNL) 1.0 $162M -10% 11M 15.53
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR) 0.8 $140M +2% 978k 143.40
Vanguard Real Estate Etf Exchange Traded Fund (VNQ) 0.8 $135M +2% 1.7M 80.17
Starbucks Corporation Common Stock (SBUX) 0.8 $130M -2% 1.5M 84.26
Home Depot Common Stock (HD) 0.7 $127M -4% 459k 275.94
Alphabet Inc. Class A Common Stock (GOOGL) 0.7 $123M +1830% 1.3M 95.65
Nike, Inc. Class B Common Stock (NKE) 0.7 $116M 1.4M 83.12
Exxon Mobil Corporation Common Stock (XOM) 0.7 $113M -7% 1.3M 87.31
Ishares National Muni Bond Etf Exchange Traded Fund (MUB) 0.7 $112M +4% 1.1M 102.58
Visa Inc. Class A Common Stock (V) 0.7 $111M 627k 177.65
Berkshire Hathaway Inc. Class B Common Stock (BRK.B) 0.6 $108M 403k 267.02
Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI) 0.6 $107M +5% 2.8M 38.16
Costco Wholesale Corporation Common Stock (COST) 0.6 $105M 222k 472.27
Johnson & Johnson Common Stock (JNJ) 0.6 $102M -3% 624k 163.36
Alphabet Inc. Class C Common Stock (GOOG) 0.6 $100M +1794% 1.0M 96.15
Chevron Corporation Common Stock (CVX) 0.6 $98M 683k 143.67
Amazon.com Common Stock (AMZN) 0.6 $95M -3% 843k 113.00
Pepsico Common Stock (PEP) 0.5 $92M -6% 561k 163.26
Accenture Plc Class A Common Stock (ACN) 0.5 $89M -3% 347k 257.30
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST) 0.5 $79M +10% 1.6M 50.16
Jpmorgan Chase & Co. Common Stock (JPM) 0.5 $77M -2% 736k 104.50
Walmart Common Stock (WMT) 0.4 $76M -3% 586k 129.70
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH) 0.4 $74M 335k 219.26
Schwab International Equity Etf Exchange Traded Fund (SCHF) 0.4 $72M -2% 2.6M 28.13
Walt Disney Company Common Stock (DIS) 0.4 $72M 764k 94.33
Unitedhealth Group Incorporated Common Stock (UNH) 0.4 $72M 142k 505.04
Cisco Systems Common Stock (CSCO) 0.4 $69M -4% 1.7M 40.00
Abbvie Common Stock (ABBV) 0.4 $68M -10% 504k 134.21
Danaher Corporation Common Stock (DHR) 0.4 $66M 255k 258.29
Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO) 0.4 $66M -4% 660k 99.63
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS) 0.4 $65M -2% 783k 82.45
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX) 0.4 $64M -2% 1.5M 42.35
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY) 0.4 $63M -3% 175k 357.18
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK) 0.4 $61M +2% 314k 195.13
Becton, Dickinson And Company Common Stock (BDX) 0.4 $61M 274k 222.83
Cvs Health Corporation Common Stock (CVS) 0.4 $61M 636k 95.37
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT) 0.4 $60M -3% 587k 101.67
Thomson Reuters Corporation Common Stock (TRI) 0.3 $59M -2% 577k 102.62
Union Pacific Corporation Common Stock (UNP) 0.3 $59M 304k 194.82
Mastercard Incorporated Class A Common Stock (MA) 0.3 $58M 202k 284.34
Qualcomm Incorporated Common Stock (QCOM) 0.3 $57M -3% 508k 112.98
Raytheon Technologies Corporation Common Stock (RTX) 0.3 $57M 697k 81.86
S&p Global Common Stock (SPGI) 0.3 $57M -4% 186k 305.35
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI) 0.3 $56M 311k 179.47
Abbott Laboratories Common Stock (ABT) 0.3 $56M -8% 573k 96.76
Unilever Common Stock (UL) 0.3 $55M 1.2M 43.84
First Trust Low Duration Opportunities Etf Exchange Traded Fund (LMBS) 0.3 $54M -22% 1.1M 47.35
Biogen Common Stock (BIIB) 0.3 $54M 202k 267.00
Medtronic Common Stock (MDT) 0.3 $53M 661k 80.75
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG) 0.3 $53M -7% 949k 55.81
First Trust Enhanced Short Maturity Etf Exchange Traded Fund (FTSM) 0.3 $53M -22% 889k 59.32
General Dynamics Corporation Common Stock (GD) 0.3 $51M -2% 239k 212.17
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV) 0.3 $50M -11% 860k 58.51
Oracle Corporation Common Stock (ORCL) 0.3 $49M -2% 799k 61.07
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB) 0.3 $48M +25% 995k 47.92
Merck & Co Common Stock (MRK) 0.3 $46M 531k 86.12
C.h. Robinson Worldwide Common Stock (CHRW) 0.3 $45M 471k 96.31
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV) 0.3 $45M 372k 121.11
Gilead Sciences Common Stock (GILD) 0.3 $44M 714k 61.69
Adobe Incorporated Common Stock (ADBE) 0.3 $44M -6% 158k 275.20
Nextera Energy Common Stock (NEE) 0.3 $43M -2% 548k 78.41
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB) 0.3 $43M +10% 872k 49.28
Procter & Gamble Company Common Stock (PG) 0.3 $43M -5% 337k 126.25
Spdr S&p Dividend Etf Exchange Traded Fund (SDY) 0.2 $42M 374k 111.50
Pfizer Common Stock (PFE) 0.2 $41M 928k 43.76
Ares Management Corporation Common Stock (ARES) 0.2 $41M 654k 61.95
Cme Group Inc. Class A Common Stock (CME) 0.2 $40M -2% 226k 177.13
Verizon Communications Common Stock (VZ) 0.2 $39M -7% 1.0M 37.97
Automatic Data Processing Common Stock (ADP) 0.2 $39M -3% 172k 226.19
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA) 0.2 $38M 1.1M 36.36
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY) 0.2 $38M -42% 468k 81.21
Lowe's Companies Common Stock (LOW) 0.2 $38M -2% 200k 187.81
Bristol-myers Squibb Company Common Stock (BMY) 0.2 $37M -3% 520k 71.09
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA) 0.2 $37M -2% 976k 37.80
Cognizant Technology Solutions Corporation Class A Common Stock (CTSH) 0.2 $37M 638k 57.44
Arthur J. Gallagher & Co. Common Stock (AJG) 0.2 $36M -4% 213k 171.22
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW) 0.2 $36M -5% 620k 57.85
Republic Services Common Stock (RSG) 0.2 $36M -4% 264k 136.04
Dollar General Corporation Common Stock (DG) 0.2 $36M 149k 239.86
Invesco Qqq Trust Exchange Traded Fund (QQQ) 0.2 $35M -2% 131k 267.26
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH) 0.2 $35M -20% 465k 74.28
Tesla Common Stock (TSLA) 0.2 $34M +150% 127k 265.25
Nasdaq Common Stock (NDAQ) 0.2 $34M +198% 592k 56.68
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT) 0.2 $34M -3% 421k 79.54
Broadcom Common Stock (AVGO) 0.2 $33M -2% 75k 444.01
International Flavors & Fragrances Common Stock (IFF) 0.2 $33M 367k 90.83
Jack Henry & Associates Common Stock (JKHY) 0.2 $33M -2% 181k 182.27
Texas Instruments Incorporated Common Stock (TXN) 0.2 $33M 211k 154.78
Blackrock Common Stock (BLK) 0.2 $32M +2% 58k 550.28
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE) 0.2 $32M -4% 249k 128.52
Vanguard Small-cap Etf Exchange Traded Fund (VB) 0.2 $32M +3% 187k 170.91
Tractor Supply Company Common Stock (TSCO) 0.2 $32M 171k 185.88
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF) 0.2 $32M -5% 150k 210.40
Ishares Iboxx $ High Yield Corporate Bond Etf Exchange Traded Fund (HYG) 0.2 $31M -3% 437k 71.39
Amgen Common Stock (AMGN) 0.2 $31M +7% 138k 225.40
American Tower Corporation Common Stock (AMT) 0.2 $31M 143k 214.70
Stryker Corporation Common Stock (SYK) 0.2 $30M +4% 149k 202.54
United Parcel Service, Inc. Class B Common Stock (UPS) 0.2 $29M -6% 182k 161.54
Intuit Common Stock (INTU) 0.2 $29M 76k 387.32
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ) 0.2 $29M -23% 638k 45.31
Wisdomtree U.s. Smallcap Dividend Fund Exchange Traded Fund (DES) 0.2 $29M 1.1M 25.74
Northrop Grumman Corp. Common Stock (NOC) 0.2 $28M 60k 470.31
Thermo Fisher Scientific Common Stock (TMO) 0.2 $28M -9% 56k 507.19
Spdr Portfolio Mortgage Backed Bond Etf Exchange Traded Fund (SPMB) 0.2 $28M -12% 1.3M 21.45
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB) 0.2 $28M -4% 664k 41.99
Meta Platforms Inc. Class A Common Stock (META) 0.2 $28M -3% 205k 135.68
Caterpillar Common Stock (CAT) 0.2 $28M 168k 164.08
Oneok Common Stock (OKE) 0.2 $27M 532k 51.24
Intuitive Surgical Common Stock (ISRG) 0.2 $27M -17% 144k 187.44
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT) 0.2 $27M -7% 460k 58.31
First Trust Dow Jones Internet Index Fund Exchange Traded Fund (FDN) 0.2 $27M 211k 126.22
Nvidia Corporation Common Stock (NVDA) 0.2 $26M -17% 217k 121.39
Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY) 0.2 $26M 1.4M 18.59
Steris Common Stock (STE) 0.2 $26M 154k 166.28
General Mills Common Stock (GIS) 0.1 $25M 327k 76.61
Ishares U.s. Technology Etf Exchange Traded Fund (IYW) 0.1 $25M +3% 338k 73.37
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD) 0.1 $25M -6% 181k 135.99
Southern Company Common Stock (SO) 0.1 $25M 361k 68.00
Pool Corporation Common Stock (POOL) 0.1 $24M +2% 76k 318.21
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI) 0.1 $24M -6% 210k 114.28
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI) 0.1 $24M -10% 306k 77.83
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV) 0.1 $23M -9% 354k 66.10
Deere & Company Common Stock (DE) 0.1 $23M -2% 70k 333.89
Fidelity National Information Services Common Stock (FIS) 0.1 $23M 307k 75.57
Emerson Electric Common Stock (EMR) 0.1 $23M -7% 316k 73.22
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL) 0.1 $23M -2% 398k 57.44
Invesco Dynamic Large Cap Growth Etf Exchange Traded Fund (PWB) 0.1 $22M 385k 56.95
Paychex Common Stock (PAYX) 0.1 $22M 195k 112.21
Schwab Fundamental International Small Co. Index Etf Exchange Traded Fund (FNDC) 0.1 $22M 801k 27.19
Pioneer Natural Resources Company Common Stock (PXD) 0.1 $22M +651% 100k 216.53
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM) 0.1 $22M 698k 31.04
T-mobile Us Common Stock (TMUS) 0.1 $22M 161k 134.17
Paccar Common Stock (PCAR) 0.1 $22M -2% 257k 83.69
Copart Common Stock (CPRT) 0.1 $21M 201k 106.40
Invesco Bulletshares 2022 High Yield Corporate Bond Etf Exchange Traded Fund (BSJM) 0.1 $21M +10% 956k 21.97
Illinois Tool Works Common Stock (ITW) 0.1 $21M -26% 114k 180.65
American Express Company Common Stock (AXP) 0.1 $21M 152k 134.91
Vanguard Mortgage-backed Securities Etf Exchange Traded Fund (VMBS) 0.1 $20M -13% 452k 45.09
Texas Pacific Land Corporation Common Stock (TPL) 0.1 $20M -6% 11k 1777.21
Pimco Enhanced Short Maturity Active Etf Exchange Traded Fund (MINT) 0.1 $20M -12% 203k 98.86
Crown Castle Common Stock (CCI) 0.1 $20M 137k 144.55
Kkr & Co Common Stock (KKR) 0.1 $20M +3% 461k 43.00
Prudential Financial Common Stock (PRU) 0.1 $20M 230k 85.78
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON) 0.1 $20M 521k 37.67
Jacobs Solutions Common Stock (J) 0.1 $20M NEW 180k 108.49
Intel Corporation Common Stock (INTC) 0.1 $20M -10% 756k 25.77
Ishares Semiconductor Etf Exchange Traded Fund (SOXX) 0.1 $20M -3% 61k 318.72
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR) 0.1 $19M -6% 490k 39.54
First Trust Senior Loan Fund Exchange Traded Fund (FTSL) 0.1 $19M -26% 436k 44.07
Lamar Advertising Company Class A Common Stock (LAMR) 0.1 $19M 232k 82.49
Mondelez International, Inc. Class A Common Stock (MDLZ) 0.1 $19M -7% 346k 54.83
Salesforce Common Stock (CRM) 0.1 $19M 132k 143.84
Dimensional U.s. Core Equity 2 Etf Exchange Traded Fund (DFAC) 0.1 $19M 835k 22.24
International Business Machines Corporation Common Stock (IBM) 0.1 $19M -2% 156k 118.81
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV) 0.1 $18M -7% 294k 62.61
Vanguard Large-cap Etf Exchange Traded Fund (VV) 0.1 $18M 112k 163.56
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG) 0.1 $18M -4% 226k 80.18
Aflac Incorporated Common Stock (AFL) 0.1 $18M 318k 56.20
Coca-cola Company Common Stock (KO) 0.1 $18M -6% 317k 56.02
Ttec Holdings Common Stock (TTEC) 0.1 $18M +7% 400k 44.31
Waters Corporation Common Stock (WAT) 0.1 $18M 66k 269.53
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO) 0.1 $17M -11% 453k 36.49
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG) 0.1 $17M -8% 341k 48.33
Enterprise Products Partners Common Stock (EPD) 0.1 $16M 689k 23.78
Ball Corporation Common Stock (BALL) 0.1 $16M 339k 48.32
Taiwan Semiconductor Manufacturing Common Stock (TSM) 0.1 $16M -4% 238k 68.56
Spdr Gold Shares Exchange Traded Fund (GLD) 0.1 $16M -3% 102k 154.67
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD) 0.1 $16M -6% 236k 66.43
Wells Fargo & Company Common Stock (WFC) 0.1 $16M 390k 40.22
Ishares Russell 3000 Etf Exchange Traded Fund (IWV) 0.1 $16M -2% 75k 207.05
Roper Technologies Common Stock (ROP) 0.1 $16M 43k 359.64
Eog Resources Common Stock (EOG) 0.1 $16M +5% 139k 111.73
Eli Lilly And Company Common Stock (LLY) 0.1 $15M -8% 47k 323.35
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS) 0.1 $15M -4% 297k 50.92
Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI) 0.1 $15M +20% 148k 101.69
Financial Select Sector Spdr Fund Exchange Traded Fund (XLF) 0.1 $15M -12% 494k 30.36
Digital Realty Trust Common Stock (DLR) 0.1 $15M +2% 151k 99.18
Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM) 0.1 $15M 336k 44.11
Alps Sector Dividend Dogs Etf Exchange Traded Fund (SDOG) 0.1 $15M 326k 45.16
Bank Of America Corp Common Stock (BAC) 0.1 $15M -17% 482k 30.20
Lockheed Martin Corporation Common Stock (LMT) 0.1 $15M -4% 37k 386.28
Vanguard Total International Bond Etf Exchange Traded Fund (BNDX) 0.1 $14M -3% 302k 47.73
Ishares Russell 2000 Etf Exchange Traded Fund (IWM) 0.1 $14M 87k 164.92
Conocophillips Common Stock (COP) 0.1 $14M +4% 139k 102.34
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB) 0.1 $14M -26% 565k 24.95
Invesco Bulletshares 2023 High Yield Corporate Bond Etf Exchange Traded Fund (BSJN) 0.1 $14M +10% 613k 22.82
Ishares S&p 100 Etf Exchange Traded Fund (OEF) 0.1 $14M -5% 84k 162.50
Estee Lauder Companies Inc. Class A Common Stock (EL) 0.1 $13M -2% 62k 215.90
Parker-hannifin Corporation Common Stock (PH) 0.1 $13M 55k 242.30
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT) 0.1 $13M -6% 174k 75.68
Truist Financial Corporation Common Stock (TFC) 0.1 $13M 301k 43.54
Fidelity National Financial, Inc. - Fnf Group Common Stock (FNF) 0.1 $13M +3% 359k 36.20
D.r. Horton Common Stock (DHI) 0.1 $13M +2% 192k 67.35
Xpo Logistics Common Stock (XPO) 0.1 $12M 277k 44.52
Mcdonald's Corporation Common Stock (MCD) 0.1 $12M -4% 53k 230.74
Westinghouse Air Brake Technologies Corporation Common Stock (WAB) 0.1 $12M 150k 81.35
Atlantica Sustainable Infrastructure Common Stock (AY) 0.1 $12M -2% 462k 26.30
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM) 0.1 $12M -3% 126k 94.88
Ishares Emerging Markets Dividend Etf Exchange Traded Fund (DVYE) 0.1 $12M +5% 526k 22.68
Energy Select Sector Spdr Fund Exchange Traded Fund (XLE) 0.1 $12M -9% 165k 72.02
Ishares Msci Eafe Etf Exchange Traded Fund (EFA) 0.1 $12M +3% 211k 56.01
Vanguard Ftse All-world Ex-us Small-cap Etf Exchange Traded Fund (VSS) 0.1 $12M -5% 125k 92.81
Diageo Common Stock (DEO) 0.1 $12M -4% 68k 169.81
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH) 0.1 $11M +5% 45k 253.00
Colgate-palmolive Company Common Stock (CL) 0.1 $11M -8% 160k 70.25
F5 Common Stock (FFIV) 0.1 $11M 77k 144.73
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG) 0.1 $11M 82k 135.16
3m Company Common Stock (MMM) 0.1 $11M -12% 99k 110.50
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU) 0.1 $11M 246k 44.36
Avalara Common Stock (AVLR) 0.1 $11M 119k 91.80
Asml Holding Nv Common Stock (ASML) 0.1 $11M 26k 415.33
Hdfc Bank Common Stock (HDB) 0.1 $11M 183k 58.42
GSK Common Stock (GSK) 0.1 $11M NEW 362k 29.43
Zoetis, Inc. Class A Common Stock (ZTS) 0.1 $11M -4% 72k 148.29
Iron Mountain Common Stock (IRM) 0.1 $11M -9% 238k 43.97
Vanguard Mid-cap Etf Exchange Traded Fund (VO) 0.1 $10M -2% 55k 187.98
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK) 0.1 $10M 87k 118.78
Ishares 7-10 Year Treasury Bond Etf Exchange Traded Fund (IEF) 0.1 $10M +79% 107k 95.99
Newell Brands Common Stock (NWL) 0.1 $10M +3% 735k 13.89
Capital One Financial Corp Common Stock (COF) 0.1 $10M -3% 110k 92.17
Brookfield Infrastructure Partners Common Stock (BIP) 0.1 $10M 278k 35.90
Boeing Company Common Stock (BA) 0.1 $9.8M +31% 81k 121.08
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH) 0.1 $9.8M -25% 169k 57.79
Novartis Common Stock (NVS) 0.1 $9.7M +200% 128k 76.01
Ishares Russell 1000 Etf Exchange Traded Fund (IWB) 0.1 $9.7M -8% 49k 197.33
Otis Worldwide Corporation Common Stock (OTIS) 0.1 $9.6M 151k 63.80
American International Group Common Stock (AIG) 0.1 $9.6M +10% 201k 47.48
Kinder Morgan Inc Class P Common Stock (KMI) 0.1 $9.5M 573k 16.64
Honeywell International Common Stock (HON) 0.1 $9.4M 56k 166.96
Molson Coors Beverage Company Class B Common Stock (TAP) 0.1 $9.3M 194k 47.99
Yum! Brands Common Stock (YUM) 0.1 $9.3M -4% 87k 106.34

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