United Capital Financial Advisers

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for United Capital Financial Advisers

United Capital Financial Advisers holds 1033 positions in its portfolio as reported in the December 2022 quarterly 13F filing

United Capital Financial Advisers has 1033 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) 8.0 $1.4B +8% 4.1M 351.34
Vanguard Short-Term Bond ETF Exchange traded fund (BSV) 4.4 $783M +6% 10M 75.28
iShares Core MSCI EAFE ETF Exchange traded fund (IEFA) 3.5 $615M +2% 10M 61.64
iShares Core S&P 500 ETF Exchange traded fund (IVV) 3.3 $586M 1.5M 384.21
iShares U.S. Treasury Bond ETF Exchange traded fund (GOVT) 2.6 $471M -8% 21M 22.72
Apple Common stock (AAPL) 2.6 $458M -2% 3.5M 129.93
Vanguard Value ETF Exchange traded fund (VTV) 2.5 $452M -4% 3.2M 140.37
Vanguard Intermediate-Term Bond ETF Exchange traded fund (BIV) 2.1 $371M +6% 5.0M 74.32
Vanguard Growth ETF Exchange traded fund (VUG) 1.8 $322M -3% 1.5M 213.11
iShares 5-10 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGIB) 1.5 $267M -8% 5.4M 49.51
Microsoft Corporation Common stock (MSFT) 1.4 $251M -11% 1.0M 239.82
iShares Currency Hedged MSCI EAFE ETF Exchange traded fund (HEFA) 1.4 $242M +3% 9.0M 27.00
SPDR Bloomberg High Yield Bond ETF Exchange traded fund (JNK) 1.2 $223M +6% 2.5M 90.00
iShares Core MSCI Emerging Markets ETF Exchange traded fund (IEMG) 1.2 $212M 4.5M 46.70

Setup an alert

United Capital Financial Advisers will file the next quarterly 13-HR in about 2 months. Would you like to be notified?

Xtrackers MSCI EAFE Hedged Equity ETF Exchange traded fund (DBEF) 1.2 $210M -4% 6.5M 32.23
iShares Core S&P Small Cap ETF Exchange traded fund (IJR) 1.1 $189M +5% 2.0M 94.64
iShares MBS ETF Exchange traded fund (MBB) 1.1 $189M -6% 2.0M 92.75
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Exchange traded fund (SHM) 1.0 $183M 3.9M 46.98
iShares Core U.S. Aggregate Bond ETF Exchange traded fund (AGG) 1.0 $174M -13% 1.8M 96.99
Vanguard Small Cap Value ETF Exchange traded fund (VBR) 0.9 $157M 986k 158.80
Broadstone Net Lease Common stock (BNL) 0.8 $149M -12% 9.2M 16.21
Vanguard Real Estate ETF Exchange traded fund (VNQ) 0.8 $145M +4% 1.8M 82.48
Home Depot Common stock (HD) 0.8 $141M -2% 448k 315.86
Visa Inc. Class A Common stock (V) 0.7 $128M 616k 207.76
Starbucks Corporation Common stock (SBUX) 0.7 $126M -17% 1.3M 99.20
Chevron Corporation Common stock (CVX) 0.7 $123M 685k 179.49
Berkshire Hathaway Inc. Class B Common stock (BRK.B) 0.7 $121M -2% 393k 308.90
Vanguard Global ex-U.S. Real Estate ETF Exchange traded fund (VNQI) 0.7 $120M +3% 2.9M 41.34
Exxon Mobil Corporation Common stock (XOM) 0.7 $120M -15% 1.1M 110.30
Alphabet Inc. Class A Common stock (GOOGL) 0.6 $114M 1.3M 88.23
Johnson & Johnson Common stock (JNJ) 0.6 $109M 615k 176.65
iShares National Muni Bond ETF Exchange traded fund (MUB) 0.6 $107M -7% 1.0M 105.52
Medtronic Common stock (MDT) 0.6 $107M +108% 1.4M 77.72
Costco Wholesale Corporation Common stock (COST) 0.6 $99M -2% 217k 456.50
PepsiCo Common stock (PEP) 0.6 $99M -2% 547k 180.66
JPMorgan Chase & Co. Common stock (JPM) 0.5 $98M 730k 134.10
Accenture Plc Class A Common stock (ACN) 0.5 $90M -2% 339k 266.84
Alphabet Inc. Class C Common stock (GOOG) 0.5 $90M -2% 1.0M 88.73
Novo Nordisk A/S Sponsored ADR Class B Common stock (NVO) 0.5 $85M -4% 628k 135.34
Cisco Systems Common stock (CSCO) 0.5 $85M +2% 1.8M 47.64
Walmart Common stock (WMT) 0.5 $83M 587k 141.79
NIKE, Inc. Class B Common stock (NKE) 0.5 $83M -49% 711k 117.01
Schwab International Equity ETF Exchange traded fund (SCHF) 0.4 $79M -4% 2.5M 32.21
iShares Core S&P Mid-Cap ETF Exchange traded fund (IJH) 0.4 $78M -3% 324k 241.89
AbbVie Common stock (ABBV) 0.4 $78M -4% 481k 161.61
SPDR S&P 500 ETF Trust Exchange traded fund (SPY) 0.4 $76M +12% 198k 382.43
UnitedHealth Group Incorporated Common stock (UNH) 0.4 $76M 142k 530.18
JPMorgan Ultra-Short Income ETF Exchange traded fund (JPST) 0.4 $75M -4% 1.5M 50.13
Mastercard Incorporated Class A Common stock (MA) 0.4 $71M 203k 347.73
Becton, Dickinson and Company Common stock (BDX) 0.4 $70M 274k 254.30
Raytheon Technologies Corporation Common stock (RTX) 0.4 $68M -2% 677k 100.92
iShares S&P Small-Cap 600 Value ETF Exchange traded fund (IJS) 0.4 $68M -4% 744k 91.31
iShares MSCI ACWI ETF Exchange traded fund (ACWI) 0.4 $66M +154% 779k 84.88
Amazon.com Common stock (AMZN) 0.4 $66M -6% 787k 84.00
Schwab U.S. Large-Cap ETF Exchange traded fund (SCHX) 0.4 $65M -4% 1.4M 45.15
Oracle Corporation Common stock (ORCL) 0.4 $64M 788k 81.74
Danaher Corporation Common stock (DHR) 0.4 $64M -5% 242k 265.42
Thomson Reuters Corporation Common stock (TRI) 0.4 $64M -2% 561k 114.07
Unilever Common stock (UL) 0.4 $63M 1.2M 50.35
S&P Global Common stock (SPGI) 0.3 $62M 186k 334.94
Walt Disney Company Common stock (DIS) 0.3 $62M -6% 715k 86.88
Vanguard Total Stock Market ETF Exchange traded fund (VTI) 0.3 $61M +2% 319k 191.19
Abbott Laboratories Common stock (ABT) 0.3 $61M -3% 552k 109.79
Vanguard Small-Cap Growth ETF Exchange traded fund (VBK) 0.3 $61M -3% 302k 200.54
Gilead Sciences Common stock (GILD) 0.3 $60M -2% 694k 85.85
iShares S&P Small-Cap 600 Growth ETF Exchange traded fund (IJT) 0.3 $59M -6% 546k 108.07
Merck & Co Common stock (MRK) 0.3 $59M 532k 110.95
CVS Health Corporation Common stock (CVS) 0.3 $59M 630k 93.19
Steris Common stock (STE) 0.3 $58M +104% 316k 184.69
General Dynamics Corporation Common stock (GD) 0.3 $56M -4% 227k 248.11
QUALCOMM Incorporated Common stock (QCOM) 0.3 $56M 511k 109.94
Biogen Common stock (BIIB) 0.3 $53M -4% 192k 276.92
Schwab U.S. Large-Cap Value ETF Exchange traded fund (SCHV) 0.3 $52M -7% 792k 66.02
iShares 1-3 Year Treasury Bond ETF Exchange traded fund (SHY) 0.3 $52M +37% 642k 81.17
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Exchange traded fund (HYMB) 0.3 $51M +4% 1.0M 48.97
Adobe Incorporated Common stock (ADBE) 0.3 $50M -6% 148k 336.53
Health Care Select Sector SPDR Fund Exchange traded fund (XLV) 0.3 $49M -2% 362k 135.85
Pfizer Common stock (PFE) 0.3 $48M 938k 51.24
Procter & Gamble Company Common stock (PG) 0.3 $47M -7% 311k 151.56
SPDR S&P Dividend ETF Exchange traded fund (SDY) 0.3 $47M 375k 125.11
Schwab U.S. Large-Cap Growth ETF Exchange traded fund (SCHG) 0.3 $46M -13% 820k 55.56
NextEra Energy Common stock (NEE) 0.3 $45M 543k 83.60
Vanguard FTSE Developed Markets ETF Exchange traded fund (VEA) 0.3 $45M 1.1M 41.97
Ares Management Corporation Common stock (ARES) 0.2 $44M 642k 68.44
C.H. Robinson Worldwide Common stock (CHRW) 0.2 $43M 467k 91.56
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGSB) 0.2 $42M -3% 845k 49.82
BlackRock Common stock (BLK) 0.2 $42M 59k 708.63
Broadcom Common stock (AVGO) 0.2 $42M 74k 559.13
iShares Core S&P Total U.S. Stock Market ETF Exchange traded fund (ITOT) 0.2 $41M +15% 488k 84.80
Caterpillar Common stock (CAT) 0.2 $41M 171k 239.56
First Trust Low Duration Opportunities ETF Exchange traded fund (LMBS) 0.2 $41M -24% 859k 47.41
First Trust Enhanced Short Maturity ETF Exchange traded fund (FTSM) 0.2 $40M -24% 675k 59.44
International Flavors & Fragrances Common stock (IFF) 0.2 $40M +3% 378k 104.84
Schwab U.S. Small-Cap ETF Exchange traded fund (SCHA) 0.2 $39M 959k 40.51
Lowe's Companies Common stock (LOW) 0.2 $39M -2% 194k 199.24
Automatic Data Processing Common stock (ADP) 0.2 $38M -7% 160k 238.86
CME Group Inc. Class A Common stock (CME) 0.2 $38M 225k 168.16
Tractor Supply Company Common stock (TSCO) 0.2 $38M -2% 167k 224.97
Bristol-Myers Squibb Company Common stock (BMY) 0.2 $37M 515k 71.95
Stryker Corporation Common stock (SYK) 0.2 $37M 151k 244.49
Arthur J. Gallagher & Co. Common stock (AJG) 0.2 $37M -8% 195k 188.54
Dollar General Corporation Common stock (DG) 0.2 $36M 147k 246.25
Cognizant Technology Solutions Corporation Class A Common stock (CTSH) 0.2 $36M 632k 57.19
Intuitive Surgical Common stock (ISRG) 0.2 $36M -5% 136k 265.35
Nasdaq Common stock (NDAQ) 0.2 $36M 587k 61.35
Amgen Common stock (AMGN) 0.2 $35M -3% 133k 262.64
Oneok Common stock (OKE) 0.2 $35M 530k 65.70
Verizon Communications Common stock (VZ) 0.2 $34M -16% 857k 39.40
Vanguard Total Bond Market ETF Exchange traded fund (BND) 0.2 $34M +774% 469k 71.84
Vanguard Small-Cap ETF Exchange traded fund (VB) 0.2 $34M -2% 183k 183.54
iShares S&P 500 Growth ETF Exchange traded fund (IVW) 0.2 $33M -7% 571k 58.50
iShares S&P 500 Value ETF Exchange traded fund (IVE) 0.2 $33M -7% 230k 145.07
Union Pacific Corporation Common stock (UNP) 0.2 $33M -47% 160k 207.07
Republic Services Common stock (RSG) 0.2 $33M -2% 256k 128.99
Texas Instruments Incorporated Common stock (TXN) 0.2 $33M -6% 198k 165.22
WisdomTree U.S. SmallCap Dividend Fund Exchange traded fund (DES) 0.2 $32M 1.1M 28.44
Invesco QQQ Trust Exchange traded fund (QQQ) 0.2 $32M -9% 119k 266.28
iShares Russell 1000 Growth ETF Exchange traded fund (IWF) 0.2 $32M -2% 147k 214.24
Northrop Grumman Corp. Common stock (NOC) 0.2 $32M -4% 58k 545.61
Jack Henry & Associates Common stock (JKHY) 0.2 $31M 178k 175.56
Thermo Fisher Scientific Common stock (TMO) 0.2 $31M 57k 550.69
Emerson Electric Common stock (EMR) 0.2 $31M 319k 96.06
Deere & Company Common stock (DE) 0.2 $31M 71k 428.76
iShares iBoxx $ High Yield Corporate Bond ETF Exchange traded fund (HYG) 0.2 $30M -5% 411k 73.63
Intuit Common stock (INTU) 0.2 $30M +2% 77k 389.22
American Tower Corporation Common stock (AMT) 0.2 $29M -3% 138k 211.86
Invesco High Yield Equity Dividend Achievers ETF Exchange traded fund (PEY) 0.2 $29M 1.4M 20.69
FirstService Corp Common stock (FSV) 0.2 $29M NEW 233k 122.55
NVIDIA Corporation Common stock (NVDA) 0.2 $29M -10% 195k 146.14
ASML Holding NV Common stock (ASML) 0.2 $28M +95% 51k 546.40
General Mills Common stock (GIS) 0.2 $27M 325k 83.85
Chubb Common stock (CB) 0.2 $27M +180% 123k 220.60
iShares Russell 1000 Value ETF Exchange traded fund (IWD) 0.1 $27M -3% 176k 151.65
iShares Intermediate Government/Credit Bond ETF Exchange traded fund (GVI) 0.1 $26M +73% 256k 102.46
iShares U.S. Technology ETF Exchange traded fund (IYW) 0.1 $26M 344k 74.49
First Trust Dow Jones Internet Index Fund Exchange traded fund (FDN) 0.1 $25M -2% 207k 123.15
Southern Company Common stock (SO) 0.1 $25M 356k 71.41
United Parcel Service, Inc. Class B Common stock (UPS) 0.1 $25M -19% 146k 173.84
Illinois Tool Works Common stock (ITW) 0.1 $25M 115k 220.30
Pool Corporation Common stock (POOL) 0.1 $24M +6% 81k 302.33
Schwab US Aggregate Bond ETF Exchange traded fund (SCHZ) 0.1 $24M -16% 532k 45.65
Copart Common stock (CPRT) 0.1 $24M +98% 399k 60.89
Mondelez International, Inc. Class A Common stock (MDLZ) 0.1 $24M +4% 362k 66.65
iShares 3-7 Year Treasury Bond ETF Exchange traded fund (IEI) 0.1 $24M 209k 114.89
Vanguard FTSE Pacific ETF Exchange traded fund (VPL) 0.1 $24M -6% 371k 64.35
Schwab Fundamental International Small Co. Index ETF Exchange traded fund (FNDC) 0.1 $24M -4% 762k 31.26
Pioneer Natural Resources Company Common stock (PXD) 0.1 $24M +4% 104k 228.39
EOG Resources Common stock (EOG) 0.1 $24M +31% 182k 129.52
TTEC Holdings Common stock (TTEC) 0.1 $24M +32% 532k 44.13
T-Mobile US Common stock (TMUS) 0.1 $23M +3% 168k 140.00
Vanguard Intermediate-Term Treasury ETF Exchange traded fund (VGIT) 0.1 $23M -12% 401k 58.48
Schwab U.S. Broad Market ETF Exchange traded fund (SCHB) 0.1 $23M -21% 520k 44.81
Invesco Dynamic Large Cap Growth ETF Exchange traded fund (PWB) 0.1 $23M 388k 59.74
Wells Fargo & Company Common stock (WFC) 0.1 $23M +43% 560k 41.29
SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund (SPMB) 0.1 $23M -19% 1.1M 21.70
Paychex Common stock (PAYX) 0.1 $23M 195k 115.56
Prudential Financial Common stock (PRU) 0.1 $23M 226k 99.46
Aflac Incorporated Common stock (AFL) 0.1 $22M 312k 71.94
Waters Corporation Common stock (WAT) 0.1 $22M 65k 342.58
American Express Company Common stock (AXP) 0.1 $22M 151k 147.75
Lamar Advertising Company Class A Common stock (LAMR) 0.1 $22M 236k 94.40
WisdomTree U.S. MidCap Dividend Fund Exchange traded fund (DON) 0.1 $22M +2% 533k 41.14
SPDR Portfolio Emerging Markets ETF Exchange traded fund (SPEM) 0.1 $22M -4% 664k 32.96
iShares Core MSCI Europe ETF Exchange traded fund (IEUR) 0.1 $22M -7% 455k 47.50
KKR & Co Common stock (KKR) 0.1 $22M 466k 46.42
Jacobs Solutions Common stock (J) 0.1 $22M 180k 120.07
Fidelity National Information Services Common stock (FIS) 0.1 $21M 313k 67.85
iShares MSCI USA Min Vol Factor ETF Exchange traded fund (USMV) 0.1 $21M -17% 293k 72.10
iShares Semiconductor ETF Exchange traded fund (SOXX) 0.1 $21M 61k 347.98
Texas Pacific Land Corporation Common stock (TPL) 0.1 $21M -22% 8.8k 2344.14
Check Point Software Technologies Common stock (CHKP) 0.1 $20M +92% 160k 126.16
Invesco BulletShares 2023 High Yield Corporate Bond ETF Exchange traded fund (BSJN) 0.1 $20M +37% 841k 23.31
SPDR Bloomberg 1-3 Month T-Bill ETF Exchange traded fund (BIL) 0.1 $19M +571% 211k 91.47
Vanguard Short-Term Corporate Bond ETF Exchange traded fund (VCSH) 0.1 $19M -44% 256k 75.19
International Business Machines Corporation Common stock (IBM) 0.1 $19M -12% 137k 140.89
iShares Core S&P US Value ETF Exchange traded fund (IUSV) 0.1 $19M -7% 271k 70.63
Dimensional U.S. Core Equity 2 ETF Exchange traded fund (DFAC) 0.1 $19M -6% 781k 24.28
Crown Castle Common stock (CCI) 0.1 $19M 139k 135.64
Roper Technologies Common stock (ROP) 0.1 $19M 43k 432.09
Coca-Cola Company Common stock (KO) 0.1 $19M -8% 291k 63.61
Taiwan Semiconductor Manufacturing Common stock (TSM) 0.1 $18M +2% 243k 74.49
Lockheed Martin Corporation Common stock (LMT) 0.1 $18M 37k 486.49
Vanguard Large-Cap ETF Exchange traded fund (VV) 0.1 $18M -8% 102k 174.20
iShares Core S&P U.S. Growth ETF Exchange traded fund (IUSG) 0.1 $17M -6% 212k 81.52
ALPS Sector Dividend Dogs ETF Exchange traded fund (SDOG) 0.1 $17M +2% 335k 51.44
Schwab US Dividend Equity ETF Exchange traded fund (SCHD) 0.1 $17M -5% 223k 75.54
D.R. Horton Common stock (DHI) 0.1 $17M -2% 187k 89.14
Ball Corporation Common stock (BALL) 0.1 $17M -4% 325k 51.14
Meta Platforms Inc. Class A Common stock (META) 0.1 $16M -33% 136k 120.34
Financial Select Sector SPDR Fund Exchange traded fund (XLF) 0.1 $16M -3% 475k 34.20
Parker-Hannifin Corporation Common stock (PH) 0.1 $16M 55k 291.00
Eli Lilly and Company Common stock (LLY) 0.1 $16M -7% 44k 365.84
iShares Russell 3000 ETF Exchange traded fund (IWV) 0.1 $16M -3% 72k 220.68
Digital Realty Trust Common stock (DLR) 0.1 $16M +4% 158k 100.27
PIMCO Enhanced Short Maturity Active ETF Exchange traded fund (MINT) 0.1 $16M -21% 159k 98.65
Bank of America Corp Common stock (BAC) 0.1 $16M 473k 33.12
SPDR Gold Shares Exchange traded fund (GLD) 0.1 $16M -10% 92k 169.64
Vanguard FTSE Emerging Markets ETF Exchange traded fund (VWO) 0.1 $16M -12% 396k 38.98
Enterprise Products Partners Common stock (EPD) 0.1 $15M -7% 634k 24.12
SPDR Portfolio S&P 1500 Composite Stock Market ETF Exchange traded fund (SPTM) 0.1 $15M -3% 323k 47.29
iShares Core MSCI Total International Stock ETF Exchange traded fund (IXUS) 0.1 $15M -11% 262k 57.88
Westinghouse Air Brake Technologies Corporation Common stock (WAB) 0.1 $15M 147k 99.81
First Trust Senior Loan Fund Exchange traded fund (FTSL) 0.1 $14M -25% 323k 44.59
ConocoPhillips Common stock (COP) 0.1 $14M -12% 121k 118.00
American International Group Common stock (AIG) 0.1 $14M +12% 226k 63.24
Boeing Company Common stock (BA) 0.1 $14M -8% 74k 190.49
Vanguard Total International Bond ETF Exchange traded fund (BNDX) 0.1 $14M -3% 291k 47.43
Energy Select Sector SPDR Fund Exchange traded fund (XLE) 0.1 $14M -4% 157k 87.47
Fidelity National Financial, Inc. - FNF Group Common stock (FNF) 0.1 $14M 365k 37.62
iShares S&P 100 ETF Exchange traded fund (OEF) 0.1 $14M -4% 80k 170.57
McDonald's Corporation Common stock (MCD) 0.1 $14M -2% 52k 263.53
Tesla Common stock (TSLA) 0.1 $14M -12% 110k 123.18
Invesco BulletShares 2024 High Yield Corporate Bond ETF Exchange traded fund (BSJO) 0.1 $14M +3835% 612k 22.12
iShares Russell 2000 ETF Exchange traded fund (IWM) 0.1 $14M -10% 77k 174.36
Vanguard High Dividend Yield Index ETF Exchange traded fund (VYM) 0.1 $13M -2% 123k 108.21
Truist Financial Corporation Common stock (TFC) 0.1 $13M 306k 43.03
Technology Select Sector SPDR Fund Exchange traded fund (XLK) 0.1 $13M +20% 105k 124.44
GSK Common stock (GSK) 0.1 $13M +2% 371k 35.14
Colgate-Palmolive Company Common stock (CL) 0.1 $13M 161k 78.79
TJX Companies Common stock (TJX) 0.1 $13M +39% 158k 79.60
iShares U.S. Healthcare ETF Exchange traded fund (IYH) 0.1 $13M 44k 283.71
HDFC Bank Common stock (HDB) 0.1 $12M 181k 68.41
iShares Core International Aggregate Bond ETF Exchange traded fund (IAGG) 0.1 $12M -23% 260k 47.55
Salesforce Common stock (CRM) 0.1 $12M -29% 92k 132.59
Honeywell International Common stock (HON) 0.1 $12M 57k 214.30
SPDR Portfolio Aggregate Bond ETF Exchange traded fund (SPAB) 0.1 $12M -14% 481k 25.13
Schlumberger NV Common stock (SLB) 0.1 $12M 226k 53.46
iShares Emerging Markets Dividend ETF Exchange traded fund (DVYE) 0.1 $12M -4% 499k 24.12
Vanguard FTSE All-World ex-US Index Fund Exchange traded fund (VEU) 0.1 $12M -2% 240k 50.14
Vanguard Intermediate-Term Corporate Bond ETF Exchange traded fund (VCIT) 0.1 $12M -11% 153k 77.51
Vanguard Dividend Appreciation ETF Exchange traded fund (VIG) 0.1 $12M -5% 78k 151.85
Diageo Common stock (DEO) 0.1 $12M -2% 66k 178.19
Iron Mountain Common stock (IRM) 0.1 $12M 234k 49.85
Novartis Common stock (NVS) 0.1 $12M 127k 90.72
Otis Worldwide Corporation Common stock (OTIS) 0.1 $11M -3% 146k 78.31
Estee Lauder Companies Inc. Class A Common stock (EL) 0.1 $11M -27% 45k 248.11
Yum! Brands Common stock (YUM) 0.1 $11M 86k 128.08
Kinder Morgan Inc Class P Common stock (KMI) 0.1 $11M +5% 607k 18.08
iShares Short Treasury Bond ETF Exchange traded fund (SHV) 0.1 $11M +49% 99k 109.92
iShares MSCI EAFE ETF Exchange traded fund (EFA) 0.1 $11M -21% 165k 65.64
F5 Common stock (FFIV) 0.1 $11M -2% 75k 143.51
3M Company Common stock (MMM) 0.1 $11M -10% 89k 119.92
Vanguard FTSE All-World ex-US Small-Cap ETF Exchange traded fund (VSS) 0.1 $11M -18% 102k 102.81
Booking Holdings Common stock (BKNG) 0.1 $10M -6% 5.1k 2015.28
iShares 7-10 Year Treasury Bond ETF Exchange traded fund (IEF) 0.1 $10M 105k 95.78
Molson Coors Beverage Company Class B Common stock (TAP) 0.1 $10M 194k 51.52
Intel Corporation Common stock (INTC) 0.1 $10M -49% 378k 26.43
iShares 0-3 Month Treasury Bond ETF Exchange traded fund (SGOV) 0.1 $10M +137% 99k 100.14
Industrial Select Sector SPDR Fund Exchange traded fund (XLI) 0.1 $9.9M +12% 101k 98.21
iShares Russell 1000 ETF Exchange traded fund (IWB) 0.1 $9.9M -4% 47k 210.52

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