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

Companies in the United Capital Financial Advisers portfolio as of the June 2021 quarterly 13F filing

United Capital Financial Advisers has 1208 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Core U.S. Aggregate Bond ETF Exchange traded fund (AGG) 4.4 $878M +25% 7.6M 115.33
Vanguard S&P 500 ETF Exchange traded fund (VOO) 3.9 $775M +27% 2.0M 393.52
iShares U.S. Treasury Bond ETF Exchange traded fund (GOVT) 3.4 $667M 25M 26.60
iShares Core S&P 500 ETF Exchange traded fund (IVV) 3.3 $661M +4% 1.5M 429.92
iShares Core MSCI EAFE ETF Exchange traded fund (IEFA) 3.1 $611M 8.2M 74.86
Apple Common stock (AAPL) 2.8 $566M 4.1M 136.96
Vanguard Value ETF Exchange traded fund (VTV) 2.6 $517M 3.8M 137.46
Vanguard Growth ETF Exchange traded fund (VUG) 2.5 $501M -2% 1.7M 286.81
Broadstone Net Lease Common stock (BNL) 2.2 $430M -19% 18M 23.41
iShares 5-10 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGIB) 1.9 $381M 6.3M 60.52
Microsoft Corporation Common stock (MSFT) 1.6 $325M 1.2M 270.90
Xtrackers MSCI EAFE Hedged Equity ETF Exchange traded fund (DBEF) 1.4 $278M 7.4M 37.53
iShares Core MSCI Emerging Markets ETF Exchange traded fund (IEMG) 1.4 $276M +5% 4.1M 66.99
iShares MBS ETF Exchange traded fund (MBB) 1.3 $266M +3% 2.5M 108.23

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NIKE, Inc. Class B Common stock (NKE) 1.1 $228M 1.5M 154.49
iShares Currency Hedged MSCI EAFE ETF Exchange traded fund (HEFA) 1.0 $199M +17% 5.7M 34.64
Starbucks Corporation Common stock (SBUX) 0.9 $188M 1.7M 111.81
Alphabet Inc. Class A Common stock (GOOGL) 0.9 $171M 70k 2441.79
Vanguard Real Estate ETF Exchange traded fund (VNQ) 0.8 $166M 1.6M 101.79
Home Depot Common stock (HD) 0.8 $158M +55% 494k 318.89
Vanguard Small Cap Value ETF Exchange traded fund (VBR) 0.7 $148M 852k 173.66
SPDR Bloomberg Barclays High Yield Bond ETF Exchange traded fund (JNK) 0.7 $141M +30% 1.3M 109.96
Alphabet Inc. Class C Common stock (GOOG) 0.7 $140M 56k 2506.33
Cisco Systems Common stock (CSCO) 0.7 $138M 2.6M 53.00
Vanguard Global ex-U.S. Real Estate ETF Exchange traded fund (VNQI) 0.7 $135M +5% 2.3M 58.36
PepsiCo Common stock (PEP) 0.7 $135M 910k 148.17
iShares Core S&P Small Cap ETF Exchange traded fund (IJR) 0.7 $134M +13% 1.2M 112.98
Amazon.com Common stock (AMZN) 0.7 $132M +3% 38k 3440.15
Exxon Mobil Corporation Common stock (XOM) 0.6 $122M +8% 1.9M 63.08
Berkshire Hathaway Inc. Class B Common stock (BRK.B) 0.6 $120M 433k 277.92
Walt Disney Company Common stock (DIS) 0.6 $115M 655k 175.77
JPMorgan Chase & Co. Common stock (JPM) 0.6 $112M 719k 155.54
Schwab International Equity ETF Exchange traded fund (SCHF) 0.5 $106M +2% 2.7M 39.45
Johnson & Johnson Common stock (JNJ) 0.5 $104M 632k 164.74
Becton, Dickinson and Company Common stock (BDX) 0.5 $103M +87% 422k 243.19
Costco Wholesale Corporation Common stock (COST) 0.5 $96M 244k 395.67
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF Exchange traded fund (SHM) 0.5 $95M +25% 1.9M 49.56
iShares Core S&P Mid-Cap ETF Exchange traded fund (IJH) 0.5 $93M -5% 345k 268.73
iShares S&P Small-Cap 600 Value ETF Exchange traded fund (IJS) 0.5 $92M -9% 876k 105.43
iShares S&P Small-Cap 600 Growth ETF Exchange traded fund (IJT) 0.5 $92M -6% 692k 132.63
Procter & Gamble Company Common stock (PG) 0.5 $91M 674k 134.93
Schwab U.S. Large-Cap Growth ETF Exchange traded fund (SCHG) 0.5 $90M -5% 615k 145.96
Visa Inc. Class A Common stock (V) 0.5 $90M 383k 233.82
Vanguard Small-Cap Growth ETF Exchange traded fund (VBK) 0.5 $89M 309k 289.79
Schwab U.S. Large-Cap ETF Exchange traded fund (SCHX) 0.4 $88M +6% 843k 103.97
iShares National Muni Bond ETF Exchange traded fund (MUB) 0.4 $84M +15% 717k 117.20
Chevron Corporation Common stock (CVX) 0.4 $81M -2% 771k 104.74
First Trust Low Duration Opportunities ETF Exchange traded fund (LMBS) 0.4 $80M +2% 1.6M 50.90
Schwab U.S. Large-Cap Value ETF Exchange traded fund (SCHV) 0.4 $80M -6% 1.2M 68.37
First Trust Enhanced Short Maturity ETF Exchange traded fund (FTSM) 0.4 $78M 1.3M 59.94
Facebook, Inc. Class A Common stock (FB) 0.4 $77M 222k 347.71
SPDR S&P 500 ETF Trust Exchange traded fund (SPY) 0.4 $77M -34% 179k 428.06
Qualcomm Common stock (QCOM) 0.4 $75M +2% 525k 142.93
Medtronic Common stock (MDT) 0.4 $74M +2% 599k 124.13
3M Company Common stock (MMM) 0.4 $73M 366k 198.63
Mastercard Incorporated Class A Common stock (MA) 0.4 $71M +2% 195k 365.09
Novo Nordisk A/S Sponsored ADR Class B Common stock (NVO) 0.4 $71M +2% 848k 83.77
Vanguard Short-Term Corporate Bond ETF Exchange traded fund (VCSH) 0.4 $71M +29% 854k 82.71
Union Pacific Corporation Common stock (UNP) 0.4 $71M 321k 219.93
Unilever Common stock (UL) 0.3 $68M +3% 1.2M 58.50
Verizon Communications Common stock (VZ) 0.3 $67M 1.2M 56.03
Oracle Corporation Common stock (ORCL) 0.3 $66M 845k 77.84
S&P Global Common stock (SPGI) 0.3 $66M 160k 410.45
Paccar Common stock (PCAR) 0.3 $65M 724k 89.25
Raytheon Technologies Corporation Common stock (RTX) 0.3 $64M 747k 85.31
Danaher Corporation Common stock (DHR) 0.3 $63M 235k 268.36
Abbott Laboratories Common stock (ABT) 0.3 $63M 545k 115.93
Vanguard Total Stock Market ETF Exchange traded fund (VTI) 0.3 $63M -13% 281k 222.82
Vanguard FTSE Developed Markets ETF Exchange traded fund (VEA) 0.3 $60M +2% 1.2M 51.52
General Electric Company Common stock (GE) 0.3 $60M +2% 555k 107.68
iShares S&P 500 Growth ETF Exchange traded fund (IVW) 0.3 $59M -3% 815k 72.73
AbbVie Common stock (ABBV) 0.3 $59M +2% 522k 112.64
CVS Health Corporation Common stock (CVS) 0.3 $57M 684k 83.44
Schwab US Aggregate Bond ETF Exchange traded fund (SCHZ) 0.3 $57M 1.0M 54.60
Biogen Common stock (BIIB) 0.3 $53M 153k 346.27
International Flavors & Fragrances Common stock (IFF) 0.3 $52M +4% 345k 149.40
General Dynamics Corporation Common stock (GD) 0.3 $51M 273k 188.26
BlackRock Common stock (BLK) 0.3 $51M -3% 59k 874.97
First Trust Dow Jones Internet Index Fund Exchange traded fund (FDN) 0.3 $51M 209k 244.86
Schwab U.S. Small-Cap ETF Exchange traded fund (SCHA) 0.3 $50M 483k 104.18
CME Group Inc. Class A Common stock (CME) 0.2 $49M 232k 212.68
iShares Core S&P Total U.S. Stock Market ETF Exchange traded fund (ITOT) 0.2 $49M -2% 495k 98.76
iShares iBoxx $ High Yield Corporate Bond ETF Exchange traded fund (HYG) 0.2 $48M -3% 549k 88.04
iShares S&P 500 Value ETF Exchange traded fund (IVE) 0.2 $48M -5% 325k 147.64
Vanguard Short-Term Bond ETF Exchange traded fund (BSV) 0.2 $48M -11% 578k 82.16
Vanguard Intermediate-Term Treasury ETF Exchange traded fund (VGIT) 0.2 $47M -6% 696k 67.81
SPDR S&P Dividend ETF Exchange traded fund (SDY) 0.2 $47M 383k 122.28
Accenture Plc Class A Common stock (ACN) 0.2 $47M -53% 158k 294.79
Intel Corporation Common stock (INTC) 0.2 $46M 819k 56.14
Invesco QQQ Trust Exchange traded fund (QQQ) 0.2 $45M 127k 354.43
Gilead Sciences Common stock (GILD) 0.2 $45M +5% 650k 68.86
C.H. Robinson Worldwide Common stock (CHRW) 0.2 $44M +3% 474k 93.67
Cognizant Technology Solutions Corporation Class A Common stock (CTSH) 0.2 $44M +3% 639k 69.26
Schwab U.S. Broad Market ETF Exchange traded fund (SCHB) 0.2 $44M -4% 419k 104.27
iShares 1-3 Year Treasury Bond ETF Exchange traded fund (SHY) 0.2 $44M +7% 505k 86.16
Health Care Select Sector SPDR Fund Exchange traded fund (XLV) 0.2 $43M 345k 125.95
JPMorgan Ultra-Short Income ETF Exchange traded fund (JPST) 0.2 $43M +13% 852k 50.74
United Parcel Service, Inc. Class B Common stock (UPS) 0.2 $43M +36% 208k 207.97
Intuit Common stock (INTU) 0.2 $43M 88k 490.17
Intuitive Surgical Common stock (ISRG) 0.2 $43M +5% 46k 919.64
Lowe's Companies Common stock (LOW) 0.2 $42M 219k 193.97
Tesla Common stock (TSLA) 0.2 $42M +11% 61k 679.69
iShares MSCI USA Min Vol Factor ETF Exchange traded fund (USMV) 0.2 $41M -7% 553k 73.61
Bristol-Myers Squibb Company Common stock (BMY) 0.2 $40M 599k 66.82
NextEra Energy Common stock (NEE) 0.2 $40M +2% 544k 73.28
PIMCO Enhanced Short Maturity Active ETF Exchange traded fund (MINT) 0.2 $40M -9% 391k 101.97
Vanguard Small-Cap ETF Exchange traded fund (VB) 0.2 $40M +5% 176k 225.28
Walmart Common stock (WMT) 0.2 $39M -2% 277k 141.02
Automatic Data Processing Common stock (ADP) 0.2 $39M 196k 198.62
iShares Russell 1000 Growth ETF Exchange traded fund (IWF) 0.2 $38M 141k 271.48
UnitedHealth Group Incorporated Common stock (UNH) 0.2 $38M 95k 400.44
Nasdaq Common stock (NDAQ) 0.2 $38M 216k 175.80
Pool Corporation Common stock (POOL) 0.2 $38M -2% 83k 458.67
Stryker Corporation Common stock (SYK) 0.2 $37M +2% 143k 259.73
American Tower Corporation Common stock (AMT) 0.2 $37M 137k 270.14
Oneok Common stock (OKE) 0.2 $37M -6% 663k 55.64
Broadcom Common stock (AVGO) 0.2 $37M +2% 77k 476.84
Tractor Supply Company Common stock (TSCO) 0.2 $36M -3% 195k 186.06
Texas Instruments Incorporated Common stock (TXN) 0.2 $36M +2% 188k 192.30
At&t Common stock (T) 0.2 $36M 1.3M 28.78
Adobe Common stock (ADBE) 0.2 $36M +53% 62k 585.63
Arthur J. Gallagher & Co. Common stock (AJG) 0.2 $35M -2% 250k 140.08
Caterpillar Common stock (CAT) 0.2 $34M 155k 217.63
TTEC Holdings Common stock (TTEC) 0.2 $34M NEW 327k 103.09
iShares MSCI ACWI ETF Exchange traded fund (ACWI) 0.2 $34M -4% 333k 101.19
WisdomTree U.S. SmallCap Dividend Fund Exchange traded fund (DES) 0.2 $33M +4% 1.0M 31.89
Thermo Fisher Scientific Common stock (TMO) 0.2 $33M -3% 66k 504.47
iShares Core MSCI Europe ETF Exchange traded fund (IEUR) 0.2 $33M -3% 582k 57.28
Schwab Emerging Markets Equity ETF Exchange traded fund (SCHE) 0.2 $33M -12% 1.0M 32.88
Steris Common stock (STE) 0.2 $33M +2% 160k 206.30
Dollar General Corporation Common stock (DG) 0.2 $33M +2% 151k 216.39
Eaton Corp Common stock (ETN) 0.2 $33M 220k 148.18
Republic Services Common stock (RSG) 0.2 $32M +2% 294k 110.01
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange traded fund (LQD) 0.2 $32M +7% 237k 134.36
Amgen Common stock (AMGN) 0.2 $32M +4% 130k 243.75
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGSB) 0.2 $32M +9% 574k 54.81
iShares U.S. Technology ETF Exchange traded fund (IYW) 0.2 $31M 313k 99.40
Vanguard FTSE Pacific ETF Exchange traded fund (VPL) 0.2 $31M +4% 376k 82.31
SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund (SPMB) 0.2 $31M +21% 1.2M 25.86
iShares Core S&P U.S. Growth ETF Exchange traded fund (IUSG) 0.2 $31M -3% 303k 100.98
iShares Semiconductor ETF Exchange traded fund (SOXX) 0.2 $30M 66k 454.22
Jack Henry & Associates Common stock (JKHY) 0.2 $30M +10% 183k 163.51
Taiwan Semiconductor Manufacturing Common stock (TSM) 0.1 $29M 245k 120.16
Emerson Electric Common stock (EMR) 0.1 $29M 306k 96.24
SPDR Portfolio Emerging Markets ETF Exchange traded fund (SPEM) 0.1 $29M +2% 646k 45.50
Fidelity National Information Services Common stock (FIS) 0.1 $29M +4% 203k 141.67
XPO Logistics Common stock (XPO) 0.1 $29M +30% 204k 139.89
ALPS Sector Dividend Dogs ETF Exchange traded fund (SDOG) 0.1 $29M 539k 52.95
American Express Company Common stock (AXP) 0.1 $28M 172k 165.23
Merck & Co Common stock (MRK) 0.1 $28M +2% 365k 77.77
Copart Common stock (CPRT) 0.1 $28M -2% 213k 131.83
Ball Corporation Common stock (BLL) 0.1 $28M 345k 81.02
Schwab Fundamental International Small Co. Index ETF Exchange traded fund (FNDC) 0.1 $28M -5% 712k 39.25
iShares U.S. Home Construction ETF Exchange traded fund (ITB) 0.1 $28M 400k 69.22
Thomson Reuters Corporation Common stock (TRI) 0.1 $28M 277k 99.32
Invesco Dynamic Large Cap Growth ETF Exchange traded fund (PWB) 0.1 $27M 366k 74.46
iShares Core S&P US Value ETF Exchange traded fund (IUSV) 0.1 $27M -5% 379k 71.96
Illinois Tool Works Common stock (ITW) 0.1 $27M -3% 122k 223.56
Verisk Analytics Common stock (VRSK) 0.1 $27M +8% 156k 174.72
iShares Core MSCI Total International Stock ETF Exchange traded fund (IXUS) 0.1 $27M 367k 73.30
Invesco High Yield Equity Dividend Achievers ETF Exchange traded fund (PEY) 0.1 $27M +3% 1.3M 20.66
salesforce.com Common stock (CRM) 0.1 $27M 108k 244.27
Crown Castle International Corp Common stock (CCI) 0.1 $26M +2% 134k 195.10
Vanguard FTSE Emerging Markets ETF Exchange traded fund (VWO) 0.1 $26M +5% 480k 54.31
Deere & Company Common stock (DE) 0.1 $26M -6% 74k 352.72
iShares Core International Aggregate Bond ETF Exchange traded fund (IAGG) 0.1 $26M 473k 55.10
Cerner Corporation Common stock (CERN) 0.1 $26M -21% 328k 78.16
Bank of America Corp Common stock (BAC) 0.1 $25M 610k 41.23
International Business Machines Corporation Common stock (IBM) 0.1 $25M +10% 171k 146.59
Jacobs Engineering Group Common stock (J) 0.1 $25M 186k 133.42
SPDR Nuveen Bloomberg Barclays High Yield Municipal Bond ETF Exchange traded fund (HYMB) 0.1 $25M +25% 405k 60.82
Dimensional U.S. Core Equity 2 ETF Exchange traded fund 0.1 $24M NEW 895k 26.98
Vanguard Total International Bond ETF Exchange traded fund (BNDX) 0.1 $24M -15% 417k 57.10
KKR & Co Common stock (KKR) 0.1 $24M 402k 59.24
Lamar Advertising Company Class A Common stock (LAMR) 0.1 $24M +2% 227k 104.42
iShares Russell 3000 ETF Exchange traded fund (IWV) 0.1 $24M 92k 255.91
Schwab Short-Term US Treasury ETF Exchange traded fund (SCHO) 0.1 $23M 457k 51.22
iShares Russell 1000 Value ETF Exchange traded fund (IWD) 0.1 $23M +7% 147k 158.62
T-Mobile US Common stock (TMUS) 0.1 $23M +2% 159k 144.83
Vanguard Intermediate-Term Corporate Bond ETF Exchange traded fund (VCIT) 0.1 $23M -6% 241k 95.07
Southern Company Common stock (SO) 0.1 $22M 368k 60.51
Prudential Financial Common stock (PRU) 0.1 $22M +3% 213k 102.47
Vanguard Large-Cap ETF Exchange traded fund (VV) 0.1 $22M 108k 200.75
Waters Corporation Common stock (WAT) 0.1 $22M 62k 345.61
Digital Realty Trust Common stock (DLR) 0.1 $21M +2% 142k 150.46
Northrop Grumman Corporation Common stock (NOC) 0.1 $21M 58k 363.43
SPDR Portfolio Aggregate Bond ETF Exchange traded fund (SPAB) 0.1 $21M 688k 30.01
iShares S&P 100 ETF Exchange traded fund (OEF) 0.1 $20M -3% 104k 196.18
Texas Pacific Land Corporation Common stock (TPL) 0.1 $20M 13k 1599.73
WisdomTree U.S. MidCap Dividend Fund Exchange traded fund (DON) 0.1 $20M +5% 467k 41.95
Paychex Common stock (PAYX) 0.1 $19M +7% 181k 107.30
SPDR Gold Shares Exchange traded fund (GLD) 0.1 $19M -3% 117k 165.63
Vanguard Mortgage-Backed Securities ETF Exchange traded fund (VMBS) 0.1 $19M +49% 362k 53.37
Avalara Common stock (AVLR) 0.1 $19M 119k 161.80
Vanguard FTSE All-World ex-US Small-Cap ETF Exchange traded fund (VSS) 0.1 $19M 141k 136.45
iShares Russell 2000 ETF Exchange traded fund (IWM) 0.1 $19M 83k 229.37
SPDR Portfolio S&P 1500 Composite Stock Market ETF Exchange traded fund (SPTM) 0.1 $19M 358k 52.97
General Mills Common stock (GIS) 0.1 $19M +2% 309k 60.93
Owl Rock Capital Corporation Common stock (ORCC) 0.1 $19M -7% 1.3M 14.27
Mondelez International, Inc. Class A Common stock (MDLZ) 0.1 $19M 300k 62.44
iShares MSCI EAFE Min Vol Factor ETF Exchange traded fund (EFAV) 0.1 $19M -11% 247k 75.54
Schwab U.S. Mid-Cap ETF Exchange traded fund (SCHM) 0.1 $19M -8% 238k 78.27
Schwab US Dividend Equity ETF Exchange traded fund (SCHD) 0.1 $18M -2% 241k 75.62
Enterprise Products Partners Common stock (EPD) 0.1 $18M 752k 24.13
Wells Fargo & Company Common stock (WFC) 0.1 $18M 397k 45.29
Coca-Cola Company Common stock (KO) 0.1 $18M +3% 329k 54.11
Roper Technologies Common stock (ROP) 0.1 $18M +5% 37k 470.20
Air Products and Chemicals Common stock (APD) 0.1 $17M 60k 287.68
Truist Financial Corporation Common stock (TFC) 0.1 $17M +2% 305k 55.50
Molson Coors Beverage Company Class B Common stock (TAP) 0.1 $17M 314k 53.69
Pfizer Common stock (PFE) 0.1 $17M -3% 429k 39.16
iShares Emerging Markets Dividend ETF Exchange traded fund (DVYE) 0.1 $17M +7% 431k 38.85
Financial Select Sector SPDR Fund Exchange traded fund (XLF) 0.1 $16M +2% 447k 36.69
Aflac Incorporated Common stock (AFL) 0.1 $16M +2% 305k 53.66
Lockheed Martin Corporation Common stock (LMT) 0.1 $16M -2% 43k 378.34
Atlantica Sustainable Infrastructure Common stock (AY) 0.1 $16M +4% 436k 37.22
Ares Management Corporation Common stock (ARES) 0.1 $16M +9% 250k 63.59
Parker-Hannifin Corporation Common stock (PH) 0.1 $16M 52k 307.11
PayPal Holdings Common stock (PYPL) 0.1 $16M 54k 291.48
Netflix Common stock (NFLX) 0.1 $16M +3% 30k 528.20
Colgate-Palmolive Company Common stock (CL) 0.1 $15M 189k 81.35
American Electric Power Company Common stock (AEP) 0.1 $15M +3% 182k 84.59
Vanguard FTSE All-World ex-US Index Fund Exchange traded fund (VEU) 0.1 $15M +4% 238k 63.39
GlaxoSmithKline Common stock (GSK) 0.1 $15M +3% 378k 39.82
Lam Research Corporation Common stock (LRCX) 0.1 $15M 23k 650.73
Shopify, Inc. Class A Common stock (SHOP) 0.1 $15M +11% 10k 1460.96
IHS Markit Common stock (INFO) 0.1 $15M -77% 133k 112.66
Communication Services Select Sector SPDR Fund Exchange traded fund (XLC) 0.1 $15M +2% 184k 80.97
D.R. Horton Common stock (DHI) 0.1 $15M +1702% 165k 90.37
iShares MSCI EAFE ETF Exchange traded fund (EFA) 0.1 $15M +5% 188k 78.88
F5 Networks Common stock (FFIV) 0.1 $15M -2% 79k 186.66
Diageo Common stock (DEO) 0.1 $15M +531% 76k 191.69
iShares Core MSCI Pacific ETF Exchange traded fund (IPAC) 0.1 $14M -2% 215k 66.35
Eli Lilly and Company Common stock (LLY) 0.1 $14M +23% 62k 229.52
Invesco Bulletshares 2021 High Yield Corporate Bond ETF Exchange traded fund (BSJL) 0.1 $14M +2% 615k 23.01
iShares Intermediate Government/Credit Bond ETF Exchange traded fund (GVI) 0.1 $14M +6% 122k 115.62
Capital One Financial Corporation Common stock (COF) 0.1 $14M +8% 91k 154.69
Vanguard FTSE Europe ETF Exchange traded fund (VGK) 0.1 $14M +2% 208k 67.26
iShares Russell 1000 ETF Exchange traded fund (IWB) 0.1 $14M 58k 242.08
Vanguard Mid-Cap ETF Exchange traded fund (VO) 0.1 $14M 59k 237.34
WisdomTree International Hedged Quality Dividend Growth Fund Exchange traded fund (IHDG) 0.1 $14M -2% 316k 44.12
McDonald's Corporation Common stock (MCD) 0.1 $14M 59k 231.00
Open Text Corporation Common stock (OTEX) 0.1 $13M NEW 255k 50.80
NVIDIA Corporation Common stock (NVDA) 0.1 $13M +3% 65k 200.03
Otis Worldwide Corporation Common stock (OTIS) 0.1 $13M 157k 81.77
HDFC Bank Common stock (HDB) 0.1 $13M +4% 175k 73.12
iShares Russell 2000 Growth ETF Exchange traded fund (IWO) 0.1 $13M -10% 41k 311.70
SPDR Portfolio Developed World ex-US ETF Exchange traded fund (SPDW) 0.1 $13M -5% 345k 36.79
L3Harris Technologies Common stock (LHX) 0.1 $13M +7% 58k 216.16
Westinghouse Air Brake Technologies Corporation Common stock (WAB) 0.1 $13M +2% 152k 82.30

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