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 September 2021 quarterly 13F filing

United Capital Financial Advisers has 1192 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) 4.9 $990M +13% 8.6M 114.83
Vanguard S&P 500 ETF Exchange traded fund (VOO) 4.5 $909M +17% 2.3M 394.40
iShares U.S. Treasury Bond ETF Exchange traded fund (GOVT) 3.3 $667M 25M 26.53
iShares Core S&P 500 ETF Exchange traded fund (IVV) 3.3 $665M 1.5M 430.82
iShares Core MSCI EAFE ETF Exchange traded fund (IEFA) 3.1 $627M +3% 8.4M 74.25
Apple Common stock (AAPL) 2.9 $577M 4.1M 141.50
Vanguard Value ETF Exchange traded fund (VTV) 2.5 $508M 3.8M 135.37
Vanguard Growth ETF Exchange traded fund (VUG) 2.5 $494M -2% 1.7M 290.17
Broadstone Net Lease Common stock (BNL) 1.9 $384M -15% 16M 24.81
iShares 5-10 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGIB) 1.9 $380M 6.3M 60.06
Microsoft Corporation Common stock (MSFT) 1.7 $335M 1.2M 281.92
Xtrackers MSCI EAFE Hedged Equity ETF Exchange traded fund (DBEF) 1.4 $279M 7.4M 37.76
iShares Core MSCI Emerging Markets ETF Exchange traded fund (IEMG) 1.3 $268M +5% 4.3M 61.76
iShares MBS ETF Exchange traded fund (MBB) 1.3 $266M 2.5M 108.14

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iShares Currency Hedged MSCI EAFE ETF Exchange traded fund (HEFA) 1.1 $220M +11% 6.4M 34.39
NIKE, Inc. Class B Common stock (NKE) 1.0 $209M -2% 1.4M 145.23
Starbucks Corporation Common stock (SBUX) 0.9 $185M 1.7M 110.31
Alphabet Inc. Class A Common stock (GOOGL) 0.9 $180M -3% 67k 2673.54
Vanguard Real Estate ETF Exchange traded fund (VNQ) 0.8 $166M 1.6M 101.78
SPDR Bloomberg High Yield Bond ETF Exchange traded fund (JNK) 0.8 $164M +17% 1.5M 109.36
Home Depot Common stock (HD) 0.8 $161M 489k 328.26
Vanguard Small Cap Value ETF Exchange traded fund (VBR) 0.7 $148M +2% 875k 169.26
Alphabet Inc. Class C Common stock (GOOG) 0.7 $146M -2% 55k 2665.30
iShares Core S&P Small Cap ETF Exchange traded fund (IJR) 0.7 $145M +11% 1.3M 109.19
Cisco Systems Common stock (CSCO) 0.7 $143M 2.6M 54.43
Visa Inc. Class A Common stock (V) 0.7 $140M +64% 630k 222.75
Vanguard Global ex-U.S. Real Estate ETF Exchange traded fund (VNQI) 0.7 $133M 2.4M 56.31
Amazon.com Common stock (AMZN) 0.6 $129M +2% 39k 3285.00
JPMorgan Chase & Co. Common stock (JPM) 0.6 $119M 725k 163.69
Berkshire Hathaway Inc. Class B Common stock (BRK.B) 0.6 $118M 432k 272.94
Exxon Mobil Corporation Common stock (XOM) 0.6 $116M 2.0M 58.82
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Exchange traded fund (SHM) 0.6 $114M +19% 2.3M 49.40
Walt Disney Company Common stock (DIS) 0.6 $112M 660k 169.17
Costco Wholesale Corporation Common stock (COST) 0.5 $110M 244k 449.35
Schwab International Equity ETF Exchange traded fund (SCHF) 0.5 $104M 2.7M 38.70
Johnson & Johnson Common stock (JNJ) 0.5 $104M 642k 161.50
Procter & Gamble Company Common stock (PG) 0.5 $94M 675k 139.80
iShares National Muni Bond ETF Exchange traded fund (MUB) 0.5 $94M +12% 809k 116.17
PepsiCo Common stock (PEP) 0.5 $93M -32% 618k 150.41
iShares Core S&P Mid-Cap ETF Exchange traded fund (IJH) 0.5 $91M 346k 263.07
iShares S&P Small-Cap 600 Growth ETF Exchange traded fund (IJT) 0.4 $88M 679k 130.04
iShares S&P Small-Cap 600 Value ETF Exchange traded fund (IJS) 0.4 $88M 872k 100.67
Schwab U.S. Large-Cap ETF Exchange traded fund (SCHX) 0.4 $86M 829k 104.03
Schwab U.S. Large-Cap Growth ETF Exchange traded fund (SCHG) 0.4 $86M -5% 580k 148.09
Vanguard Small-Cap Growth ETF Exchange traded fund (VBK) 0.4 $86M 305k 280.16
First Trust Low Duration Opportunities ETF Exchange traded fund (LMBS) 0.4 $84M +5% 1.7M 50.58
Vanguard Short-Term Corporate Bond ETF Exchange traded fund (VCSH) 0.4 $83M +18% 1.0M 82.41
First Trust Enhanced Short Maturity ETF Exchange traded fund (FTSM) 0.4 $82M +4% 1.4M 59.95
Chevron Corporation Common stock (CVX) 0.4 $79M 777k 101.45
Novo Nordisk A/S Sponsored ADR Class B Common stock (NVO) 0.4 $79M -3% 820k 96.01
SPDR S&P 500 ETF Trust Exchange traded fund (SPY) 0.4 $78M 182k 429.14
Becton, Dickinson and Company Common stock (BDX) 0.4 $76M -26% 309k 245.82
Schwab U.S. Large-Cap Value ETF Exchange traded fund (SCHV) 0.4 $75M -4% 1.1M 67.48
Medtronic Common stock (MDT) 0.4 $75M 594k 125.35
Meta Platforms Inc. Class A Common stock (FB) 0.4 $74M 218k 339.39
Oracle Corporation Common stock (ORCL) 0.4 $72M 829k 87.13
Danaher Corporation Common stock (DHR) 0.3 $70M -2% 230k 304.44
Mastercard Incorporated Class A Common stock (MA) 0.3 $70M +2% 201k 347.68
S&P Global Common stock (SPGI) 0.3 $69M 161k 424.89
Qualcomm Common stock (QCOM) 0.3 $68M 526k 128.98
Raytheon Technologies Corporation Common stock (RTX) 0.3 $65M 758k 85.96
3M Company Common stock (MMM) 0.3 $65M 371k 175.42
Verizon Communications Common stock (VZ) 0.3 $64M 1.2M 54.01
Unilever Common stock (UL) 0.3 $62M 1.2M 54.22
Abbott Laboratories Common stock (ABT) 0.3 $62M -3% 523k 118.13
Union Pacific Corporation Common stock (UNP) 0.3 $62M 315k 196.01
Vanguard Total Stock Market ETF Exchange traded fund (VTI) 0.3 $61M 276k 222.06
iShares S&P 500 Growth ETF Exchange traded fund (IVW) 0.3 $58M -4% 782k 73.91
CVS Health Corporation Common stock (CVS) 0.3 $58M 678k 84.86
Vanguard FTSE Developed Markets ETF Exchange traded fund (VEA) 0.3 $57M -2% 1.1M 50.49
Paccar Common stock (PCAR) 0.3 $57M 724k 78.92
Vanguard Short-Term Bond ETF Exchange traded fund (BSV) 0.3 $56M +18% 684k 81.94
AbbVie Common stock (ABBV) 0.3 $55M 513k 107.87
Schwab US Aggregate Bond ETF Exchange traded fund (SCHZ) 0.3 $55M -3% 1.0M 54.26
General Dynamics Corporation Common stock (GD) 0.3 $54M 274k 196.03
NVIDIA Corporation Common stock (NVDA) 0.3 $52M +289% 251k 207.16
First Trust Dow Jones Internet Index Fund Exchange traded fund (FDN) 0.3 $50M 213k 235.91
Accenture Plc Class A Common stock (ACN) 0.2 $50M 156k 319.92
Schwab U.S. Small-Cap ETF Exchange traded fund (SCHA) 0.2 $49M +2% 494k 100.10
BlackRock Common stock (BLK) 0.2 $49M 59k 838.67
Cognizant Technology Solutions Corporation Class A Common stock (CTSH) 0.2 $48M +2% 652k 74.21
iShares Core S&P Total U.S. Stock Market ETF Exchange traded fund (ITOT) 0.2 $48M 486k 98.38
UnitedHealth Group Incorporated Common stock (UNH) 0.2 $48M +28% 122k 390.74
Tesla Common stock (TSLA) 0.2 $48M 61k 775.48
JPMorgan Ultra-Short Income ETF Exchange traded fund (JPST) 0.2 $47M +9% 933k 50.72
International Flavors & Fragrances Common stock (IFF) 0.2 $47M +2% 353k 133.72
Gilead Sciences Common stock (GILD) 0.2 $47M +2% 669k 69.85
iShares 1-3 Year Treasury Bond ETF Exchange traded fund (SHY) 0.2 $47M +7% 542k 86.15
Invesco QQQ Trust Exchange traded fund (QQQ) 0.2 $47M +2% 130k 357.96
iShares S&P 500 Value ETF Exchange traded fund (IVE) 0.2 $46M 319k 145.42
Vanguard Intermediate-Term Treasury ETF Exchange traded fund (VGIT) 0.2 $45M -3% 669k 67.55
SPDR S&P Dividend ETF Exchange traded fund (SDY) 0.2 $45M 385k 117.55
iShares iBoxx $ High Yield Corporate Bond ETF Exchange traded fund (HYG) 0.2 $45M -6% 516k 87.49
CME Group Inc. Class A Common stock (CME) 0.2 $45M 233k 193.38
Biogen Common stock (BIIB) 0.2 $44M +2% 157k 282.99
Intuit Common stock (INTU) 0.2 $44M -6% 82k 539.51
Lowe's Companies Common stock (LOW) 0.2 $44M 218k 202.86
C.H. Robinson Worldwide Common stock (CHRW) 0.2 $44M +7% 508k 87.00
Health Care Select Sector SPDR Fund Exchange traded fund (XLV) 0.2 $44M 346k 127.30
NextEra Energy Common stock (NEE) 0.2 $44M +2% 556k 78.52
Intel Corporation Common stock (INTC) 0.2 $43M 812k 53.28
Schwab U.S. Broad Market ETF Exchange traded fund (SCHB) 0.2 $43M 411k 103.86
Nasdaq Common stock (NDAQ) 0.2 $41M -2% 212k 193.02
iShares Russell 1000 Growth ETF Exchange traded fund (IWF) 0.2 $41M +5% 148k 274.04
Tractor Supply Company Common stock (TSCO) 0.2 $40M 196k 202.61
Automatic Data Processing Common stock (ADP) 0.2 $39M 196k 199.92
Walmart Common stock (WMT) 0.2 $39M 280k 139.38
Vanguard Small-Cap ETF Exchange traded fund (VB) 0.2 $39M 178k 218.67
United Parcel Service, Inc. Class B Common stock (UPS) 0.2 $38M 210k 182.10
Oneok Common stock (OKE) 0.2 $38M 660k 57.99
Stryker Corporation Common stock (SYK) 0.2 $38M 145k 263.72
iShares MSCI USA Min Vol Factor ETF Exchange traded fund (USMV) 0.2 $38M -7% 510k 73.50
Arthur J. Gallagher & Co. Common stock (AJG) 0.2 $37M 251k 148.65
Broadcom Common stock (AVGO) 0.2 $37M 76k 484.92
Texas Instruments Incorporated Common stock (TXN) 0.2 $37M 191k 192.21
SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund (SPMB) 0.2 $37M +19% 1.4M 25.72
Thermo Fisher Scientific Common stock (TMO) 0.2 $37M -3% 64k 571.33
American Tower Corporation Common stock (AMT) 0.2 $36M 136k 265.41
PIMCO Enhanced Short Maturity Active ETF Exchange traded fund (MINT) 0.2 $36M -9% 352k 101.93
Adobe Common stock (ADBE) 0.2 $36M 62k 575.72
Republic Services Common stock (RSG) 0.2 $36M 296k 120.06
Pool Corporation Common stock (POOL) 0.2 $35M 82k 434.41
Bristol-Myers Squibb Company Common stock (BMY) 0.2 $35M 587k 59.17
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGSB) 0.2 $34M +8% 624k 54.64
At&t Common stock (T) 0.2 $34M 1.2M 27.01
Steris Common stock (STE) 0.2 $33M 162k 204.28
WisdomTree U.S. SmallCap Dividend Fund Exchange traded fund (DES) 0.2 $33M 1.1M 30.83
Dollar General Corporation Common stock (DG) 0.2 $33M 154k 212.14
iShares MSCI ACWI ETF Exchange traded fund (ACWI) 0.2 $32M -2% 325k 99.92
Verisk Analytics Common stock (VRSK) 0.2 $32M +3% 161k 200.27
Activision Blizzard Common stock (ATVI) 0.2 $32M +700% 416k 77.39
iShares Core MSCI Europe ETF Exchange traded fund (IEUR) 0.2 $32M 572k 56.06
iShares U.S. Technology ETF Exchange traded fund (IYW) 0.2 $32M 316k 101.26
Eaton Corp Common stock (ETN) 0.2 $32M -2% 214k 149.31
Vanguard FTSE Pacific ETF Exchange traded fund (VPL) 0.2 $32M +4% 393k 81.04
Ball Corporation Common stock (BLL) 0.2 $31M 343k 89.97
TTEC Holdings Common stock (TTEC) 0.2 $31M 330k 93.53
Jack Henry & Associates Common stock (JKHY) 0.2 $31M +2% 187k 164.06
Caterpillar Common stock (CAT) 0.2 $31M +2% 159k 191.97
salesforce.com Common stock (CRM) 0.2 $30M +3% 112k 271.22
Thomson Reuters Corporation Common stock (TRI) 0.1 $30M -2% 269k 110.48
iShares Semiconductor ETF Exchange traded fund (SOXX) 0.1 $29M 66k 445.87
Copart Common stock (CPRT) 0.1 $29M 212k 138.72
iShares Core S&P U.S. Growth ETF Exchange traded fund (IUSG) 0.1 $29M -6% 284k 102.41
Emerson Electric Common stock (EMR) 0.1 $29M 309k 94.20
Schwab Fundamental International Small Co. Index ETF Exchange traded fund (FNDC) 0.1 $29M +5% 750k 38.71
SPDR Portfolio Emerging Markets ETF Exchange traded fund (SPEM) 0.1 $29M +4% 678k 42.53
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Exchange traded fund (HYMB) 0.1 $29M +17% 477k 59.95
American Express Company Common stock (AXP) 0.1 $28M 169k 167.53
Invesco Dynamic Large Cap Growth ETF Exchange traded fund (PWB) 0.1 $28M +2% 377k 74.02
Amgen Common stock (AMGN) 0.1 $28M 131k 212.65
Taiwan Semiconductor Manufacturing Common stock (TSM) 0.1 $28M 249k 111.65
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange traded fund (LQD) 0.1 $27M -12% 206k 133.03
Schwab Emerging Markets Equity ETF Exchange traded fund (SCHE) 0.1 $27M -11% 894k 30.48
iShares U.S. Home Construction ETF Exchange traded fund (ITB) 0.1 $27M 407k 66.18
Merck & Co Common stock (MRK) 0.1 $27M 358k 75.11
Invesco High Yield Equity Dividend Achievers ETF Exchange traded fund (PEY) 0.1 $26M +2% 1.3M 19.81
Fidelity National Information Services Common stock (FIS) 0.1 $26M +5% 215k 121.68
iShares Russell 1000 Value ETF Exchange traded fund (IWD) 0.1 $26M +13% 167k 156.51
Lamar Advertising Company Class A Common stock (LAMR) 0.1 $26M 230k 113.45
iShares Core International Aggregate Bond ETF Exchange traded fund (IAGG) 0.1 $26M 472k 55.02
iShares Core S&P US Value ETF Exchange traded fund (IUSV) 0.1 $26M -3% 365k 70.88
iShares Core MSCI Total International Stock ETF Exchange traded fund (IXUS) 0.1 $26M -2% 359k 71.00
Deere & Company Common stock (DE) 0.1 $26M +2% 76k 335.07
Vanguard Mortgage-Backed Securities ETF Exchange traded fund (VMBS) 0.1 $25M +29% 469k 53.29
Illinois Tool Works Common stock (ITW) 0.1 $25M 120k 206.63
Vanguard FTSE Emerging Markets ETF Exchange traded fund (VWO) 0.1 $25M +2% 492k 50.01
Jacobs Engineering Group Common stock (J) 0.1 $25M 186k 132.53
KKR & Co Common stock (KKR) 0.1 $24M 401k 60.88
Dimensional U.S. Core Equity 2 ETF Exchange traded fund (DFAC) 0.1 $24M 895k 26.57
Crown Castle International Corp Common stock (CCI) 0.1 $23M 133k 173.32
Prudential Financial Common stock (PRU) 0.1 $23M 217k 105.20
Waters Corporation Common stock (WAT) 0.1 $23M +2% 64k 357.31
Vanguard Total International Bond ETF Exchange traded fund (BNDX) 0.1 $23M -4% 400k 56.96
Bank of America Corp Common stock (BAC) 0.1 $23M -12% 535k 42.45
Schwab Short-Term US Treasury ETF Exchange traded fund (SCHO) 0.1 $23M -3% 440k 51.19
Southern Company Common stock (SO) 0.1 $22M 362k 61.97
Vanguard Intermediate-Term Corporate Bond ETF Exchange traded fund (VCIT) 0.1 $22M -2% 236k 94.41
Wells Fargo & Company Common stock (WFC) 0.1 $22M +20% 478k 46.41
International Business Machines Corporation Common stock (IBM) 0.1 $22M -7% 159k 138.93
iShares Russell 3000 ETF Exchange traded fund (IWV) 0.1 $22M -6% 86k 254.86
SPDR Portfolio Aggregate Bond ETF Exchange traded fund (SPAB) 0.1 $22M +6% 730k 29.85
Paychex Common stock (PAYX) 0.1 $21M +4% 189k 112.45
Vanguard Large-Cap ETF Exchange traded fund (VV) 0.1 $21M -2% 105k 200.92
Northrop Grumman Corporation Common stock (NOC) 0.1 $21M 58k 360.14
Avalara Common stock (AVLR) 0.1 $21M 119k 174.77
T-Mobile US Common stock (TMUS) 0.1 $20M 160k 127.76
Cerner Corporation Common stock (CERN) 0.1 $20M -12% 288k 70.52
Digital Realty Trust Common stock (DLR) 0.1 $20M 140k 144.45
WisdomTree U.S. MidCap Dividend Fund Exchange traded fund (DON) 0.1 $20M +2% 481k 41.45
iShares S&P 100 ETF Exchange traded fund (OEF) 0.1 $19M -5% 98k 197.45
SPDR Portfolio S&P 1500 Composite Stock Market ETF Exchange traded fund (SPTM) 0.1 $19M 360k 52.99
Pfizer Common stock (PFE) 0.1 $19M +2% 442k 43.01
General Mills Common stock (GIS) 0.1 $19M +2% 316k 59.82
Ares Management Corporation Common stock (ARES) 0.1 $19M 253k 73.83
SPDR Gold Shares Exchange traded fund (GLD) 0.1 $19M -2% 113k 164.22
iShares Russell 2000 ETF Exchange traded fund (IWM) 0.1 $19M +2% 85k 218.74
Schwab US Dividend Equity ETF Exchange traded fund (SCHD) 0.1 $19M +3% 249k 74.24
Vanguard FTSE All-World ex-US Small-Cap ETF Exchange traded fund (VSS) 0.1 $19M 138k 133.69
Netflix Common stock (NFLX) 0.1 $18M 30k 610.36
Owl Rock Capital Corporation Common stock (ORCC) 0.1 $18M -2% 1.3M 14.12
XPO Logistics Common stock (XPO) 0.1 $18M +10% 225k 79.58
Roper Technologies Common stock (ROP) 0.1 $18M +7% 40k 446.13
iShares Emerging Markets Dividend ETF Exchange traded fund (DVYE) 0.1 $18M +4% 449k 38.90
GXO Logistics Common stock (GXO) 0.1 $17M NEW 222k 78.44
iShares MSCI EAFE Min Vol Factor ETF Exchange traded fund (EFAV) 0.1 $17M -8% 225k 75.34
Financial Select Sector SPDR Fund Exchange traded fund (XLF) 0.1 $17M 451k 37.53
Truist Financial Corporation Common stock (TFC) 0.1 $17M -5% 288k 58.65
Enterprise Products Partners Common stock (EPD) 0.1 $17M +3% 778k 21.64
Mondelez International, Inc. Class A Common stock (MDLZ) 0.1 $17M -4% 285k 58.18
Aflac Incorporated Common stock (AFL) 0.1 $16M +3% 314k 52.13
Schwab U.S. Mid-Cap ETF Exchange traded fund (SCHM) 0.1 $16M -10% 212k 76.66
Atlantica Sustainable Infrastructure Common stock (AY) 0.1 $16M +7% 467k 34.51
Capital One Financial Corporation Common stock (COF) 0.1 $16M +8% 99k 161.97
F5 Networks Common stock (FFIV) 0.1 $16M 79k 198.78
ALPS Sector Dividend Dogs ETF Exchange traded fund (SDOG) 0.1 $16M -42% 307k 51.09
Coca-Cola Company Common stock (KO) 0.1 $16M -9% 297k 52.47
Communication Services Select Sector SPDR Fund Exchange traded fund (XLC) 0.1 $15M +4% 192k 80.11
Texas Pacific Land Corporation Common stock (TPL) 0.1 $15M 13k 1209.39
Diageo Common stock (DEO) 0.1 $15M +3% 79k 193.01
Intuitive Surgical Common stock (ISRG) 0.1 $15M 46k 331.37
GlaxoSmithKline Common stock (GSK) 0.1 $15M +4% 396k 38.21
Air Products and Chemicals Common stock (APD) 0.1 $15M 59k 256.11
D.R. Horton Common stock (DHI) 0.1 $15M +7% 178k 83.97
IHS Markit Common stock (INFO) 0.1 $15M -4% 127k 116.62
iShares MSCI EAFE ETF Exchange traded fund (EFA) 0.1 $15M 189k 78.01
Vanguard FTSE All-World ex-US Index Fund Exchange traded fund (VEU) 0.1 $15M 241k 60.96
Fidelity National Financial, Inc. - FNF Group Common stock (FNF) 0.1 $15M +5324% 321k 45.34
Shopify, Inc. Class A Common stock (SHOP) 0.1 $15M +4% 11k 1355.71
Parker-Hannifin Corporation Common stock (PH) 0.1 $14M 51k 279.61
Vanguard FTSE Europe ETF Exchange traded fund (VGK) 0.1 $14M +4% 219k 65.61
Eli Lilly and Company Common stock (LLY) 0.1 $14M 62k 231.06
iShares Core MSCI Pacific ETF Exchange traded fund (IPAC) 0.1 $14M 211k 66.96
Invesco Bulletshares 2021 High Yield Corporate Bond ETF Exchange traded fund 0.1 $14M 613k 22.99
Lam Research Corporation Common stock (LRCX) 0.1 $14M +6% 25k 569.16
McDonald's Corporation Common stock (MCD) 0.1 $14M -2% 58k 241.11
Colgate-Palmolive Company Common stock (CL) 0.1 $14M -3% 182k 75.58
iShares Russell 1000 ETF Exchange traded fund (IWB) 0.1 $14M 57k 241.72
iShares Intermediate Government/Credit Bond ETF Exchange traded fund (GVI) 0.1 $14M -2% 119k 115.13
Molson Coors Beverage Company Class B Common stock (TAP) 0.1 $14M -6% 293k 46.38
Lockheed Martin Corporation Common stock (LMT) 0.1 $14M -9% 39k 345.10
Zoetis, Inc. Class A Common stock (ZTS) 0.1 $13M +19% 69k 194.14
Align Technology Common stock (ALGN) 0.1 $13M +11% 20k 665.44
Vanguard Mid-Cap ETF Exchange traded fund (VO) 0.1 $13M -4% 56k 236.77
HDFC Bank Common stock (HDB) 0.1 $13M +4% 182k 73.09
Honeywell International Common stock (HON) 0.1 $13M +37% 62k 212.28
Westinghouse Air Brake Technologies Corporation Common stock (WAB) 0.1 $13M 151k 86.21
WisdomTree International Hedged Quality Dividend Growth Fund Exchange traded fund (IHDG) 0.1 $13M -4% 302k 43.17
Estee Lauder Companies Inc. Class A Common stock (EL) 0.1 $13M +90% 43k 299.93
L3Harris Technologies Common stock (LHX) 0.1 $13M 59k 220.25

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