United Capital Financial Advisers

Latest statistics and disclosures from United Capital Financial Advisors'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 Advisors

United Capital Financial Advisors holds 1060 positions in its portfolio as reported in the December 2023 quarterly 13F filing

United Capital Financial Advisors has 1060 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) 7.3 $883M -48% 2.0M 436.80
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Ishares Core S&p 500 Etf Exchange Traded Fund (IVV) 6.0 $720M +46% 1.5M 477.63
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Vanguard Short-term Bond Etf Exchange Traded Fund (BSV) 3.4 $415M -45% 5.4M 77.02
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Apple Common Stock (AAPL) 2.9 $347M -16% 1.8M 192.53
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Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA) 2.7 $324M -41% 4.6M 70.35
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Microsoft Corp Common Stock (MSFT) 2.2 $266M -8% 707k 376.04
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Vanguard Value Etf Exchange Traded Fund (VTV) 1.8 $213M -36% 1.4M 149.50
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Ishares Core Total Usd Bond Ma Exchange Traded Fund (IUSB) 1.6 $198M +25999% 4.3M 46.07
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Vanguard Intermediate-term Bon Exchange Traded Fund (BIV) 1.6 $197M -45% 2.6M 76.38
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Vanguard Growth Etf Exchange Traded Fund (VUG) 1.5 $187M -38% 600k 310.88
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Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT) 1.5 $182M -42% 7.9M 23.04
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Ishares Currency Hedged Msci E Exchange Traded Fund (HEFA) 1.2 $147M -48% 4.7M 31.51
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Ishares Mbs Etf Exchange Traded Fund (MBB) 1.2 $146M +21% 1.5M 94.08
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Ishares Core Msci Emerging Mar Exchange Traded Fund (IEMG) 1.2 $142M -24% 2.8M 50.58
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Spdr Nuveen Bloomberg Short Te Exchange Traded Fund (SHM) 1.0 $124M -38% 2.6M 47.79
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Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR) 1.0 $118M -43% 1.1M 108.25
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Spdr Bloomberg High Yield Bond Exchange Traded Fund (JNK) 0.9 $113M -45% 1.2M 94.73
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Xtrackers Msci Eafe Hedged Equ Exchange Traded Fund (DBEF) 0.9 $107M -33% 2.9M 36.98
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Ishares 5-10 Year Investment G Exchange Traded Fund (IGIB) 0.9 $106M -39% 2.0M 52.00
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Visa Common Stock (V) 0.9 $105M -26% 402k 260.35
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Alphabet Common Stock (GOOGL) 0.9 $102M -32% 733k 139.69
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Alphabet Common Stock (GOOG) 0.8 $92M -23% 654k 140.93
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Ishares Msci Usa Quality Facto Exchange Traded Fund (QUAL) 0.8 $92M +3136% 624k 147.14
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Berkshire Hathaway Common Stock (BRK.B) 0.7 $90M -16% 251k 356.66
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Costco Wholesale Corp Common Stock (COST) 0.7 $88M -30% 134k 660.08
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Home Depot Inc/the Common Stock (HD) 0.7 $88M -37% 252k 346.55
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Amazon.com Common Stock (AMZN) 0.7 $87M -14% 570k 151.94
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Nvidia Corp Common Stock (NVDA) 0.7 $86M +33% 174k 495.22
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Accenture Common Stock (ACN) 0.7 $83M -43% 237k 350.91
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Vanguard Small-cap Value Etf Exchange Traded Fund (VBR) 0.7 $83M -41% 461k 179.97
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Jpmorgan Chase & Co Common Stock (JPM) 0.7 $83M -24% 485k 170.10
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Vanguard Real Estate Etf Exchange Traded Fund (VNQ) 0.7 $81M -38% 921k 88.36
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Adobe Common Stock (ADBE) 0.7 $80M -17% 134k 596.60
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Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV) 0.6 $78M +9797% 1.5M 52.10
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Ishares National Muni Bond Etf Exchange Traded Fund (MUB) 0.6 $69M -38% 634k 108.41
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Starbucks Corp Common Stock (SBUX) 0.6 $68M -35% 705k 96.01
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Ishares Treasury Floating Rate Exchange Traded Fund (TFLO) 0.6 $67M +946% 1.3M 50.47
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Ishares Core U.s. Aggregate Bo Exchange Traded Fund (AGG) 0.5 $66M -41% 661k 99.25
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Meta Platforms Common Stock (META) 0.5 $61M +27% 172k 353.96
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Vanguard Global Ex-u.s. Real E Exchange Traded Fund (VNQI) 0.5 $60M -44% 1.4M 42.59
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Qualcomm Common Stock (QCOM) 0.5 $59M -13% 409k 144.63
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Schwab International Equity Et Exchange Traded Fund (SCHF) 0.5 $57M -31% 1.6M 36.96
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Novo Nordisk A/s Common Stock (NVO) 0.5 $56M -43% 543k 103.45
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S&p Global Common Stock (SPGI) 0.5 $56M -28% 127k 440.52
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Ishares U.s. Technology Etf Exchange Traded Fund (IYW) 0.4 $54M +35% 441k 122.75
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Cisco Systems Common Stock (CSCO) 0.4 $52M -34% 1.0M 50.52
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Schwab U.s. Large-cap Growth E Exchange Traded Fund (SCHG) 0.4 $52M -8% 630k 82.96
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Procter & Gamble Co/the Common Stock (PG) 0.4 $52M -31% 351k 146.54
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Pepsico Common Stock (PEP) 0.4 $51M -29% 300k 169.84
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Jpmorgan Ultra-short Income Et Exchange Traded Fund (JPST) 0.4 $50M -22% 1.0M 50.23
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Johnson & Johnson Common Stock (JNJ) 0.4 $50M -37% 320k 156.74
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Schwab Us Large-cap Etf Exchange Traded Fund (SCHX) 0.4 $50M -29% 886k 56.40
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Unitedhealth Group Common Stock (UNH) 0.4 $48M -19% 92k 526.47
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Ishares 20 Year Treasury Bond Exchange Traded Fund (TLT) 0.4 $48M +1912% 481k 98.88
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Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG) 0.4 $47M +3182% 486k 96.85
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Schwab U.s. Large-cap Value Et Exchange Traded Fund (SCHV) 0.4 $47M -6% 667k 70.10
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Chevron Corp Common Stock (CVX) 0.4 $46M -42% 306k 149.16
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Ishares 1-5 Year Investment Gr Exchange Traded Fund (IGSB) 0.4 $45M -38% 885k 51.27
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Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY) 0.4 $45M -22% 95k 475.31
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Walmart Common Stock (WMT) 0.4 $44M -46% 279k 157.65
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Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW) 0.4 $44M +39% 585k 75.10
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Abbvie Common Stock (ABBV) 0.4 $44M -27% 282k 154.97
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Nike Common Stock (NKE) 0.4 $43M -37% 394k 108.57
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Oracle Corp Common Stock (ORCL) 0.4 $43M -32% 403k 105.43
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Lowe's Cos Common Stock (LOW) 0.3 $41M +7% 185k 222.55
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Mastercard Common Stock (MA) 0.3 $41M -47% 96k 426.51
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Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK) 0.3 $40M -24% 167k 241.77
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Ishares Iboxx $ Investment Gra Exchange Traded Fund (LQD) 0.3 $40M +725% 359k 110.66
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Ishares Intermediate Governmen Exchange Traded Fund (GVI) 0.3 $39M +53% 373k 104.76
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Health Care Select Sector Spdr Exchange Traded Fund (XLV) 0.3 $39M -12% 283k 136.38
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Broadcom Common Stock (AVGO) 0.3 $38M -47% 34k 1116.26
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Spdr S&p Dividend Etf Exchange Traded Fund (SDY) 0.3 $38M -3% 302k 124.97
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Medtronic Common Stock (MDT) 0.3 $37M -32% 449k 82.38
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Walt Disney Co/the Common Stock (DIS) 0.3 $37M -40% 409k 90.29
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Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH) 0.3 $36M -52% 129k 277.15
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Vanguard Total Stock Market Et Exchange Traded Fund (VTI) 0.3 $36M -45% 150k 237.22
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Cvs Health Corp Common Stock (CVS) 0.3 $35M -25% 443k 78.96
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Intuit Common Stock (INTU) 0.3 $35M -24% 56k 625.02
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Ishares S&p 100 Etf Exchange Traded Fund (OEF) 0.3 $33M +282% 150k 223.39
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Spdr Nuveen Bloomberg High Yie Exchange Traded Fund (HYMB) 0.3 $33M -43% 1.3M 25.30
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Colgate-palmolive Common Stock (CL) 0.3 $33M -43% 410k 79.71
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Abbott Laboratories Common Stock (ABT) 0.3 $33M -34% 297k 110.07
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Intuitive Surgical Common Stock (ISRG) 0.3 $33M -16% 97k 337.36
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General Dynamics Corp Common Stock (GD) 0.3 $32M -37% 124k 259.67
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Salesforce Common Stock (CRM) 0.3 $32M +10% 122k 263.14
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Illinois Tool Works Common Stock (ITW) 0.3 $32M +34% 122k 261.94
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Copart Common Stock (CPRT) 0.3 $32M 653k 49.00
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Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU) 0.3 $31M +428% 298k 104.92
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American Tower Corp Common Stock (AMT) 0.3 $31M +10% 142k 215.88
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Ishares Russell 1000 Growth Et Exchange Traded Fund (IWF) 0.3 $30M -14% 100k 303.17
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Kkr & Co Common Stock (KKR) 0.3 $30M -2% 365k 82.85
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Danaher Corp Common Stock (DHR) 0.3 $30M -38% 130k 231.34
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Deere & Co Common Stock (DE) 0.2 $30M -34% 75k 399.87
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Ares Management Corp Common Stock (ARES) 0.2 $30M -56% 252k 118.92
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Rtx Corp Common Stock (RTX) 0.2 $30M -39% 351k 84.14
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Broadstone Net Lease Common Stock (BNL) 0.2 $29M -67% 1.7M 17.22
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Thomson Reuters Corp Common Stock (TRI) 0.2 $28M -56% 193k 146.22
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Ishares 0-3 Month Treasury Bon Exchange Traded Fund (SGOV) 0.2 $28M +41% 280k 100.27
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Unilever Common Stock (UL) 0.2 $28M -51% 573k 48.48
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Roper Technologies Common Stock (ROP) 0.2 $27M -51% 50k 545.17
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Merck & Co Common Stock (MRK) 0.2 $26M -53% 241k 109.02
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Ishares Core S&p Total U.s. St Exchange Traded Fund (ITOT) 0.2 $25M -31% 240k 105.23
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Stryker Corp Common Stock (SYK) 0.2 $25M -31% 84k 299.46
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Diageo Common Stock (DEO) 0.2 $25M +158% 172k 145.66
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Biogen Common Stock (BIIB) 0.2 $25M -42% 95k 258.77
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Gilead Sciences Common Stock (GILD) 0.2 $25M -50% 303k 81.01
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Vanguard Small-cap Etf Exchange Traded Fund (VB) 0.2 $25M -18% 115k 213.33
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American Express Common Stock (AXP) 0.2 $24M 129k 187.34
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Cme Group Common Stock (CME) 0.2 $24M -46% 113k 210.60
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Ishares S&p Small-cap 600 Valu Exchange Traded Fund (IJS) 0.2 $24M -46% 230k 103.07
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Blackrock Common Stock (BLK) 0.2 $24M -46% 29k 811.79
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Exxon Mobil Corp Common Stock (XOM) 0.2 $23M +11% 228k 99.98
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T-mobile Us Common Stock (TMUS) 0.2 $23M +11% 141k 160.33
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Eli Lilly & Co Common Stock (LLY) 0.2 $23M +43% 39k 582.92
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Ishares S&p Small-cap 600 Grow Exchange Traded Fund (IJT) 0.2 $22M -43% 176k 125.14
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Republic Services Common Stock (RSG) 0.2 $22M -40% 132k 164.91
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Tesla Common Stock (TSLA) 0.2 $22M +26% 87k 248.48
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Ishares 1-3 Year Treasury Bond Exchange Traded Fund (SHY) 0.2 $22M -41% 264k 82.04
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Oneok Common Stock (OKE) 0.2 $22M -40% 308k 70.22
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Ch Robinson Worldwide Common Stock (CHRW) 0.2 $21M -42% 247k 86.39
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Arthur J Gallagher & Co Common Stock (AJG) 0.2 $21M -39% 95k 224.88
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Invesco Qqq Trust Series 1 Exchange Traded Fund (QQQ) 0.2 $21M -50% 52k 409.52
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Automatic Data Processing Common Stock (ADP) 0.2 $21M -35% 90k 232.97
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Schwab Us Broad Market Etf Exchange Traded Fund (SCHB) 0.2 $21M -19% 374k 55.67
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Caterpillar Common Stock (CAT) 0.2 $21M -53% 70k 295.67
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Jacobs Solutions Common Stock (J) 0.2 $21M +3% 160k 129.80
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Ishares Msci Usa Min Vol Facto Exchange Traded Fund (USMV) 0.2 $20M +14% 252k 78.03
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Schwab U.s. Aggregate Bond Etf Exchange Traded Fund (SCHZ) 0.2 $19M -17% 410k 46.62
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Firstservice Corp Common Stock (FSV) 0.2 $19M -43% 118k 162.09
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Parker-hannifin Corp Common Stock (PH) 0.2 $19M -7% 41k 460.71
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Asml Holding Nv Common Stock (ASML) 0.2 $19M -15% 25k 756.92
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Nasdaq Common Stock (NDAQ) 0.2 $19M -38% 322k 58.14
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Tractor Supply Common Stock (TSCO) 0.2 $19M -37% 87k 215.03
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Booking Holdings Common Stock (BKNG) 0.2 $18M +17% 5.2k 3547.12
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Pool Corp Common Stock (POOL) 0.2 $18M -39% 46k 398.71
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Vanguard Ftse Developed Market Exchange Traded Fund (VEA) 0.2 $18M -39% 381k 47.90
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Steris Common Stock (STE) 0.1 $18M -40% 82k 219.85
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Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR) 0.1 $18M -10% 324k 55.02
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Thermo Fisher Scientific Common Stock (TMO) 0.1 $18M -34% 33k 530.80
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Ishares Msci Acwi Etf Exchange Traded Fund (ACWI) 0.1 $18M -19% 173k 101.77
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Cintas Corp Common Stock (CTAS) 0.1 $17M +5733% 29k 602.66
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Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD) 0.1 $17M -22% 103k 165.25
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Wells Fargo & Co Common Stock (WFC) 0.1 $16M -36% 331k 49.22
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Taiwan Semiconductor Manufactu Common Stock (TSM) 0.1 $16M -30% 156k 104.00
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Westinghouse Air Brake Technol Common Stock (WAB) 0.1 $16M +2% 128k 126.90
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Advanced Micro Devices Common Stock (AMD) 0.1 $16M +6% 109k 147.41
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Emerson Electric Common Stock (EMR) 0.1 $16M -45% 164k 97.33
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Amgen Common Stock (AMGN) 0.1 $16M -46% 55k 288.02
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Jack Henry & Associates Common Stock (JKHY) 0.1 $16M -41% 96k 163.41
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Iron Mountain Common Stock (IRM) 0.1 $15M +7% 220k 69.98
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Schwab Us Small-cap Etf Exchange Traded Fund (SCHA) 0.1 $15M -65% 322k 47.24
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Union Pacific Corp Common Stock (UNP) 0.1 $15M -53% 61k 245.62
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Ishares S&p 500 Value Etf Exchange Traded Fund (IVE) 0.1 $15M -45% 86k 173.89
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Ball Corp Common Stock (BALL) 0.1 $15M -15% 258k 57.52
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Dollar General Corp Common Stock (DG) 0.1 $14M -36% 103k 135.95
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Vanguard Large-cap Etf Exchange Traded Fund (VV) 0.1 $14M -29% 63k 218.15
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Mondelez International Common Stock (MDLZ) 0.1 $14M -49% 190k 72.43
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Invesco Bulletshares 2024 High Exchange Traded Fund (BSJO) 0.1 $14M +12% 595k 22.71
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Ishares Russell 3000 Etf Exchange Traded Fund (IWV) 0.1 $13M -20% 49k 273.74
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Ishares Iboxx $ High Yield Cor Exchange Traded Fund (HYG) 0.1 $13M -40% 171k 77.39
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Ishares Russell 2000 Etf Exchange Traded Fund (IWM) 0.1 $13M -12% 66k 200.71
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Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD) 0.1 $13M -50% 167k 76.13
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Pfizer Common Stock (PFE) 0.1 $13M -51% 435k 28.79
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Vanguard Short-term Corporate Exchange Traded Fund (VCSH) 0.1 $12M +7% 160k 77.37
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Netflix Common Stock (NFLX) 0.1 $12M +96% 25k 486.89
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Ishares Investment Grade Syste Exchange Traded Fund (IGEB) 0.1 $12M NEW 269k 45.24
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Spdr Portfolio S&p 1500 Compos Exchange Traded Fund (SPTM) 0.1 $12M -24% 207k 58.45
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Molson Coors Beverage Common Stock (TAP) 0.1 $12M 198k 61.21
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Ishares Core S&p U.s. Value Et Exchange Traded Fund (IUSV) 0.1 $12M -28% 143k 84.33
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International Business Machine Common Stock (IBM) 0.1 $12M -21% 73k 163.55
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Ishares Core S&p U.s. Growth E Exchange Traded Fund (IUSG) 0.1 $12M -35% 113k 104.10
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Ferguson Common Stock (FERG) 0.1 $12M +2% 61k 193.07
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Spdr Portfolio Aggregate Bond Exchange Traded Fund (SPAB) 0.1 $12M -4% 457k 25.64
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Verizon Communications Common Stock (VZ) 0.1 $12M -29% 308k 37.70
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Msci Common Stock (MSCI) 0.1 $11M +25% 20k 565.65
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F5 Common Stock (FFIV) 0.1 $11M 63k 178.98
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Texas Instruments Common Stock (TXN) 0.1 $11M -56% 65k 170.46
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Sherwin-williams Co/the Common Stock (SHW) 0.1 $11M NEW 35k 311.90
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Intel Corp Common Stock (INTC) 0.1 $11M +217% 216k 50.25
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Xylem Common Stock (XYL) 0.1 $11M +25% 94k 114.36
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Vanguard Ftse Emerging Markets Exchange Traded Fund (VWO) 0.1 $11M -14% 261k 41.10
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Vanguard Short-term Treasury E Exchange Traded Fund (VGSH) 0.1 $11M -55% 181k 58.33
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Ishares Msci Emerging Markets Exchange Traded Fund (EMXC) 0.1 $11M NEW 190k 55.41
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Servicenow Common Stock (NOW) 0.1 $10M +116% 15k 706.49
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Boeing Co/the Common Stock (BA) 0.1 $10M -44% 39k 260.66
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Otis Worldwide Corp Common Stock (OTIS) 0.1 $10M -5% 113k 89.47
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Ishares Tips Bond Etf Exchange Traded Fund (TIP) 0.1 $10M +347% 94k 107.49
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Bristol-myers Squibb Common Stock (BMY) 0.1 $9.9M -58% 193k 51.31
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Northrop Grumman Corp Common Stock (NOC) 0.1 $9.8M -59% 21k 468.15
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Wisdomtree Us Smallcap Dividen Exchange Traded Fund (DES) 0.1 $9.8M -73% 304k 32.17
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Ishares U.s. Infrastructure Et Exchange Traded Fund (IFRA) 0.1 $9.8M +2418% 243k 40.27
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Vanguard Dividend Appreciation Exchange Traded Fund (VIG) 0.1 $9.7M -18% 57k 170.40
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Ishares Global Energy Etf Exchange Traded Fund (IXC) 0.1 $9.7M NEW 249k 39.11
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Paychex Common Stock (PAYX) 0.1 $9.6M -55% 81k 119.11
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Spdr Portfolio Emerging Market Exchange Traded Fund (SPEM) 0.1 $9.6M -60% 270k 35.41
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Technology Select Sector Spdr Exchange Traded Fund (XLK) 0.1 $9.6M -52% 50k 192.48
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Dr Horton Common Stock (DHI) 0.1 $9.3M -63% 61k 151.98
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Ishares J.p. Morgan Usd Emergi Exchange Traded Fund (EMB) 0.1 $9.3M +1077% 104k 89.06
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Ishares Core Msci Total Intern Exchange Traded Fund (IXUS) 0.1 $9.2M -32% 142k 64.93
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Ishares Floating Rate Bond Etf Exchange Traded Fund (FLOT) 0.1 $9.1M +20% 179k 50.62
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Ishares Semiconductor Etf Exchange Traded Fund (SOXX) 0.1 $9.0M -71% 16k 576.10
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Mcdonald's Corp Common Stock (MCD) 0.1 $9.0M -9% 30k 296.51
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Invesco Bulletshares 2025 High Exchange Traded Fund (BSJP) 0.1 $8.9M +4249% 391k 22.73
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Intapp Common Stock (INTA) 0.1 $8.9M 233k 38.02
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Vanguard High Dividend Yield E Exchange Traded Fund (VYM) 0.1 $8.8M -40% 79k 111.63
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Southern Co/the Common Stock (SO) 0.1 $8.8M -62% 126k 70.12
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Vanguard Total World Stock Etf Exchange Traded Fund (VT) 0.1 $8.8M +266% 85k 102.88
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Invesco Large Cap Growth Etf Exchange Traded Fund (PWB) 0.1 $8.8M -70% 113k 77.70
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Novartis Common Stock (NVS) 0.1 $8.7M -20% 87k 100.97
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Eaton Corp Common Stock (ETN) 0.1 $8.7M +8% 36k 240.82
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Ishares Core International Agg Exchange Traded Fund (IAGG) 0.1 $8.7M -24% 175k 49.80
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Bank Of America Corp Common Stock (BAC) 0.1 $8.6M -12% 255k 33.67
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Pimco Enhanced Short Maturity Exchange Traded Fund (MINT) 0.1 $8.5M -30% 85k 99.79
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Gartner Common Stock (IT) 0.1 $8.5M +23% 19k 451.12
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Financial Select Sector Spdr F Exchange Traded Fund (XLF) 0.1 $8.4M -57% 225k 37.60
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Coca-cola Co/the Common Stock (KO) 0.1 $8.4M 143k 58.93
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Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL) 0.1 $8.3M -67% 115k 72.03
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O'reilly Automotive Common Stock (ORLY) 0.1 $8.2M -56% 8.7k 950.10
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Eog Resources Common Stock (EOG) 0.1 $8.2M -67% 68k 120.95
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Air Products And Chemicals Common Stock (APD) 0.1 $8.2M +203% 30k 273.80
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Ishares 0-5 Year High Yield Exchange Traded Fund (SHYG) 0.1 $8.2M +67% 194k 42.22
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Hdfc Bank Common Stock (HDB) 0.1 $8.1M -32% 121k 67.11
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Schwab Fundamental Internation Exchange Traded Fund (FNDC) 0.1 $8.1M -70% 233k 34.86
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Communication Services Select Exchange Traded Fund (XLC) 0.1 $8.0M -50% 110k 72.66
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Ishares Core Dividend Growth E Exchange Traded Fund (DGRO) 0.1 $8.0M -68% 149k 53.82
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Invesco High Yield Equity Divi Exchange Traded Fund (PEY) 0.1 $8.0M -73% 376k 21.14
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Nextera Energy Common Stock (NEE) 0.1 $7.8M -70% 128k 60.74
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Alcon Common Stock (ALC) 0.1 $7.7M -28% 99k 78.12
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Pioneer Natural Resources Common Stock (PXD) 0.1 $7.7M -68% 34k 224.88
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Ishares U.s. Financials Etf Exchange Traded Fund (IYF) 0.1 $7.6M -22% 89k 85.41
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Tjx Cos Inc/the Common Stock (TJX) 0.1 $7.6M -49% 81k 93.81
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Digital Realty Trust Common Stock (DLR) 0.1 $7.3M -67% 55k 134.58
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Prologis Common Stock (PLD) 0.1 $7.3M -3% 55k 133.30
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General Mills Common Stock (GIS) 0.1 $7.3M -64% 111k 65.14
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Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH) 0.1 $7.1M -41% 25k 286.24
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Spdr Portfolio Developed World Exchange Traded Fund (SPDW) 0.1 $7.1M -5% 208k 34.01
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Analog Devices Common Stock (ADI) 0.1 $7.1M -27% 36k 198.56
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Conocophillips Common Stock (COP) 0.1 $7.0M +35% 61k 116.07
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Lam Research Corp Common Stock (LRCX) 0.1 $7.0M -26% 8.9k 783.30
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Ishares Short Treasury Bond Et Exchange Traded Fund (SHV) 0.1 $7.0M +36% 63k 110.13
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Ishares Msci Eafe Etf Exchange Traded Fund (EFA) 0.1 $7.0M -20% 92k 75.35
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At&t Common Stock (T) 0.1 $6.9M -6% 412k 16.78
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Lamar Advertising Common Stock (LAMR) 0.1 $6.9M -72% 65k 106.28
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Vanguard Ftse All-world Ex-us Exchange Traded Fund (VEU) 0.1 $6.9M -7% 122k 56.14
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Crown Castle Common Stock (CCI) 0.1 $6.9M -59% 60k 115.19
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Blackstone Common Stock (BX) 0.1 $6.8M -42% 52k 130.92
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Vanguard Intermediate-term Tre Exchange Traded Fund (VGIT) 0.1 $6.8M -46% 114k 59.32
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Relx Common Stock (RELX) 0.1 $6.7M -38% 169k 39.66
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Wisdomtree U.s. Quality Divide Exchange Traded Fund (DGRW) 0.1 $6.6M +2% 94k 70.28
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United Parcel Service Common Stock (UPS) 0.1 $6.6M -49% 42k 157.23
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Past Filings by United Capital Financial Advisors

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

View all past filings