United Capital Financial Advisers

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

  • Top 5 stock holdings are VOO, AGG, IVV, GOVT, IEFA, and represent 21.75% of United Capital Financial Advisers's stock portfolio.
  • Added to shares of these 10 stocks: VOO (+$111M), AMZN (+$89M), AGG (+$44M), WMT (+$39M), AAPL (+$38M), TRI (+$34M), IEI (+$27M), IEFA (+$19M), ACN (+$18M), MRK (+$18M).
  • Started 59 new stock positions in TGA, BF.A, RMD, EAGG, IFRA, MLKN, EMBC, NYCB, IGR, FBHS.
  • Reduced shares in these 10 stocks: GOVT (-$36M), VRSK (-$28M), BNL (-$26M), ITB (-$20M), XOM (-$19M), VGSH (-$17M), IGIB (-$17M), VTV (-$15M), MBB (-$14M), OTEX (-$12M).
  • Sold out of its positions in ARKQ, FAX, ADX, AMG, ALK, AXU, ANET, AUB, BOKF, MUE.
  • United Capital Financial Advisers was a net buyer of stock by $389M.
  • United Capital Financial Advisers has $18B in assets under management (AUM), dropping by -11.49%.
  • Central Index Key (CIK): 0001463217

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 1119 positions in its portfolio as reported in the June 2022 quarterly 13F filing

United Capital Financial Advisers has 1119 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) 6.3 $1.1B +10% 3.3M 346.88
iShares Core U.S. Aggregate Bond ETF Exchange traded fund (AGG) 6.2 $1.1B +4% 11M 101.68
iShares Core S&P 500 ETF Exchange traded fund (IVV) 3.1 $573M 1.5M 379.15
iShares U.S. Treasury Bond ETF Exchange traded fund (GOVT) 3.1 $559M -6% 23M 23.90
iShares Core MSCI EAFE ETF Exchange traded fund (IEFA) 3.1 $559M +3% 9.5M 58.85
Apple Common stock (AAPL) 3.0 $552M +7% 4.0M 136.72
Vanguard Value ETF Exchange traded fund (VTV) 2.5 $458M -3% 3.5M 131.88
Vanguard Growth ETF Exchange traded fund (VUG) 1.9 $345M 1.5M 222.89
Microsoft Corporation Common stock (MSFT) 1.7 $310M +4% 1.2M 256.83
iShares 5-10 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGIB) 1.7 $308M -5% 6.0M 51.06
iShares Currency Hedged MSCI EAFE ETF Exchange traded fund (HEFA) 1.5 $271M +7% 8.5M 31.82
iShares Core MSCI Emerging Markets ETF Exchange traded fund (IEMG) 1.4 $256M +4% 5.2M 49.06
Xtrackers MSCI EAFE Hedged Equity ETF Exchange traded fund (DBEF) 1.3 $246M -3% 7.1M 34.81
Broadstone Net Lease Common stock (BNL) 1.3 $240M -9% 12M 20.51

Setup an alert

United Capital Financial Advisers will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

iShares MBS ETF Exchange traded fund (MBB) 1.2 $220M -6% 2.3M 97.49
SPDR Bloomberg High Yield Bond ETF Exchange traded fund (JNK) 1.1 $196M +9% 2.2M 90.71
iShares Core S&P Small Cap ETF Exchange traded fund (IJR) 0.9 $165M +10% 1.8M 92.41
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF Exchange traded fund (SHM) 0.9 $155M +5% 3.3M 47.26
Vanguard Real Estate ETF Exchange traded fund (VNQ) 0.8 $150M 1.6M 91.11
Alphabet Inc. Class A Common stock (GOOGL) 0.8 $145M +3% 67k 2179.19
Vanguard Small Cap Value ETF Exchange traded fund (VBR) 0.8 $143M +4% 955k 149.82
NIKE, Inc. Class B Common stock (NKE) 0.8 $141M 1.4M 102.20
Home Depot Common stock (HD) 0.7 $132M +4% 483k 274.27
Visa Inc. Class A Common stock (V) 0.7 $126M 640k 196.89
Starbucks Corporation Common stock (SBUX) 0.7 $121M +9% 1.6M 76.39
Alphabet Inc. Class C Common stock (GOOG) 0.7 $120M +3% 55k 2187.41
Exxon Mobil Corporation Common stock (XOM) 0.7 $119M -13% 1.4M 85.64
Vanguard Global ex-U.S. Real Estate ETF Exchange traded fund (VNQI) 0.6 $118M +3% 2.7M 44.27
Johnson & Johnson Common stock (JNJ) 0.6 $115M +2% 648k 177.51
Berkshire Hathaway Inc. Class B Common stock (BRK.B) 0.6 $112M 411k 273.02
iShares National Muni Bond ETF Exchange traded fund (MUB) 0.6 $111M +4% 1.0M 106.36
Costco Wholesale Corporation Common stock (COST) 0.6 $107M -3% 223k 479.28
Chevron Corporation Common stock (CVX) 0.6 $100M -2% 693k 144.78
PepsiCo Common stock (PEP) 0.5 $100M +3% 601k 166.66
Accenture Plc Class A Common stock (ACN) 0.5 $99M +22% 358k 277.65
Amazon.com Common stock (AMZN) 0.5 $93M +2075% 876k 106.21
AbbVie Common stock (ABBV) 0.5 $86M +11% 563k 153.16
JPMorgan Chase & Co. Common stock (JPM) 0.5 $85M +4% 759k 112.61
Schwab International Equity ETF Exchange traded fund (SCHF) 0.5 $83M -2% 2.6M 31.45
Cisco Systems Common stock (CSCO) 0.4 $77M +6% 1.8M 42.64
Novo Nordisk A/S Sponsored ADR Class B Common stock (NVO) 0.4 $77M -9% 692k 111.43
iShares Core S&P Mid-Cap ETF Exchange traded fund (IJH) 0.4 $76M 338k 226.23
Walmart Common stock (WMT) 0.4 $74M +114% 608k 121.58
Walt Disney Company Common stock (DIS) 0.4 $73M +11% 772k 94.40
UnitedHealth Group Incorporated Common stock (UNH) 0.4 $72M +7% 141k 513.63
iShares S&P Small-Cap 600 Value ETF Exchange traded fund (IJS) 0.4 $72M -2% 807k 89.03
JPMorgan Ultra-Short Income ETF Exchange traded fund (JPST) 0.4 $71M +3% 1.4M 50.09
First Trust Low Duration Opportunities ETF Exchange traded fund (LMBS) 0.4 $71M -8% 1.5M 48.30
Schwab U.S. Large-Cap ETF Exchange traded fund (SCHX) 0.4 $69M -2% 1.5M 44.66
SPDR S&P 500 ETF Trust Exchange traded fund (SPY) 0.4 $68M 181k 377.25
Abbott Laboratories Common stock (ABT) 0.4 $68M +16% 628k 108.65
First Trust Enhanced Short Maturity ETF Exchange traded fund (FTSM) 0.4 $68M -11% 1.1M 59.38
Becton, Dickinson and Company Common stock (BDX) 0.4 $68M -8% 276k 246.53
Raytheon Technologies Corporation Common stock (RTX) 0.4 $68M -3% 705k 96.11
Qualcomm Incorporated Common stock (QCOM) 0.4 $68M +3% 529k 127.74
iShares 1-3 Year Treasury Bond ETF Exchange traded fund (SHY) 0.4 $67M +15% 808k 82.79
S&P Global Common stock (SPGI) 0.4 $66M 196k 337.06
Union Pacific Corporation Common stock (UNP) 0.4 $66M 308k 213.28
iShares S&P Small-Cap 600 Growth ETF Exchange traded fund (IJT) 0.4 $64M -4% 610k 105.32
Mastercard Incorporated Class A Common stock (MA) 0.4 $64M 204k 315.48
Danaher Corporation Common stock (DHR) 0.4 $64M +13% 253k 253.52
Vanguard Short-Term Bond ETF Exchange traded fund (BSV) 0.3 $62M +3% 812k 76.79
Adobe Incorporated Common stock (ADBE) 0.3 $62M +5% 169k 366.06
Thomson Reuters Corporation Common stock (TRI) 0.3 $62M +123% 590k 104.21
Schwab U.S. Large-Cap Value ETF Exchange traded fund (SCHV) 0.3 $60M -2% 968k 62.42
Vanguard Small-Cap Growth ETF Exchange traded fund (VBK) 0.3 $60M 306k 197.03
Vanguard Total Stock Market ETF Exchange traded fund (VTI) 0.3 $60M +5% 317k 188.62
Schwab U.S. Large-Cap Growth ETF Exchange traded fund (SCHG) 0.3 $60M -2% 1.0M 57.99
CVS Health Corporation Common stock (CVS) 0.3 $59M -2% 635k 92.66
Medtronic Common stock (MDT) 0.3 $59M +3% 652k 89.75
Oracle Corporation Common stock (ORCL) 0.3 $57M 821k 69.87
Unilever Common stock (UL) 0.3 $57M +2% 1.2M 45.83
Verizon Communications Common stock (VZ) 0.3 $56M +2% 1.1M 50.75
General Dynamics Corporation Common stock (GD) 0.3 $54M -7% 245k 221.25
Procter & Gamble Company Common stock (PG) 0.3 $51M +3% 356k 143.79
Merck & Co Common stock (MRK) 0.3 $49M +57% 540k 91.17
C.H. Robinson Worldwide Common stock (CHRW) 0.3 $49M -4% 479k 101.37
Health Care Select Sector SPDR Fund Exchange traded fund (XLV) 0.3 $49M +2% 378k 128.24
Pfizer Common stock (PFE) 0.3 $48M +4% 921k 52.43
CME Group Inc. Class A Common stock (CME) 0.3 $47M 232k 204.70
Vanguard Short-Term Corporate Bond ETF Exchange traded fund (VCSH) 0.2 $45M -6% 586k 76.26
SPDR S&P Dividend ETF Exchange traded fund (SDY) 0.2 $45M 376k 118.69
International Flavors & Fragrances Common stock (IFF) 0.2 $44M 367k 119.12
Gilead Sciences Common stock (GILD) 0.2 $44M 707k 61.81
NextEra Energy Common stock (NEE) 0.2 $43M 559k 77.46
Cognizant Technology Solutions Corporation Class A Common stock (CTSH) 0.2 $43M 641k 67.49
Vanguard FTSE Developed Markets ETF Exchange traded fund (VEA) 0.2 $43M -2% 1.1M 40.80
Bristol-Myers Squibb Company Common stock (BMY) 0.2 $42M +2% 540k 77.00
Biogen Common stock (BIIB) 0.2 $41M 203k 203.94
SPDR Nuveen Bloomberg High Yield Municipal Bond ETF Exchange traded fund (HYMB) 0.2 $41M +19% 794k 51.38
Schwab US Aggregate Bond ETF Exchange traded fund (SCHZ) 0.2 $40M -5% 835k 47.87
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange traded fund (IGSB) 0.2 $40M +4% 790k 50.55
NVIDIA Corporation Common stock (NVDA) 0.2 $40M +10% 263k 151.59
iShares S&P 500 Growth ETF Exchange traded fund (IVW) 0.2 $39M -2% 653k 60.35
Schwab U.S. Small-Cap ETF Exchange traded fund (SCHA) 0.2 $39M 996k 38.99
Invesco QQQ Trust Exchange traded fund (QQQ) 0.2 $38M 135k 280.28
Automatic Data Processing Common stock (ADP) 0.2 $38M -4% 179k 210.04
Broadcom Common stock (AVGO) 0.2 $38M 77k 485.81
Dollar General Corporation Common stock (DG) 0.2 $37M -4% 152k 245.44
Ares Management Corporation Common stock (ARES) 0.2 $37M 649k 56.86
iShares Core S&P Total U.S. Stock Market ETF Exchange traded fund (ITOT) 0.2 $37M -5% 435k 83.78
American Tower Corporation Common stock (AMT) 0.2 $36M +3% 142k 255.59
Arthur J. Gallagher & Co. Common stock (AJG) 0.2 $36M -7% 222k 163.04
Republic Services Common stock (RSG) 0.2 $36M -4% 275k 130.87
iShares S&P 500 Value ETF Exchange traded fund (IVE) 0.2 $36M -4% 261k 137.46
Lowe's Companies Common stock (LOW) 0.2 $36M +2% 204k 174.67
United Parcel Service, Inc. Class B Common stock (UPS) 0.2 $35M +4% 194k 182.54
BlackRock Common stock (BLK) 0.2 $35M 57k 609.04
Intuitive Surgical Common stock (ISRG) 0.2 $35M +22% 173k 200.71
iShares Russell 1000 Growth ETF Exchange traded fund (IWF) 0.2 $35M 158k 218.70
SPDR Portfolio Mortgage Backed Bond ETF Exchange traded fund (SPMB) 0.2 $34M -8% 1.5M 22.85
Meta Platforms Inc. Class A Common stock (META) 0.2 $34M 211k 161.25
Tesla Common stock (TSLA) 0.2 $34M -4% 51k 673.42
Thermo Fisher Scientific Common stock (TMO) 0.2 $34M +8% 62k 543.28
Tractor Supply Company Common stock (TSCO) 0.2 $33M -4% 173k 193.85
iShares iBoxx $ High Yield Corporate Bond ETF Exchange traded fund (HYG) 0.2 $33M -5% 454k 73.61
Jack Henry & Associates Common stock (JKHY) 0.2 $33M -5% 185k 180.02
Texas Instruments Incorporated Common stock (TXN) 0.2 $32M +3% 208k 153.65
Vanguard Small-Cap ETF Exchange traded fund (VB) 0.2 $32M 181k 176.11
Steris Common stock (STE) 0.2 $32M -3% 154k 206.15
Intel Corporation Common stock (INTC) 0.2 $32M +9% 849k 37.41
Amgen Common stock (AMGN) 0.2 $31M -3% 128k 243.30
WisdomTree U.S. SmallCap Dividend Fund Exchange traded fund (DES) 0.2 $31M 1.1M 28.22
Schwab U.S. Broad Market ETF Exchange traded fund (SCHB) 0.2 $31M -5% 696k 44.19
Vanguard Intermediate-Term Treasury ETF Exchange traded fund (VGIT) 0.2 $30M -7% 496k 61.16
Nasdaq Common stock (NDAQ) 0.2 $30M 199k 152.54
Caterpillar Common stock (CAT) 0.2 $30M 168k 178.76
Oneok Common stock (OKE) 0.2 $30M -11% 536k 55.50
Intuit Common stock (INTU) 0.2 $29M +4% 76k 385.44
iShares MSCI ACWI ETF Exchange traded fund (ACWI) 0.2 $29M +10% 343k 83.89
Stryker Corporation Common stock (SYK) 0.2 $28M 143k 198.93
Invesco High Yield Equity Dividend Achievers ETF Exchange traded fund (PEY) 0.2 $28M 1.4M 20.55
Northrop Grumman Corp. Common stock (NOC) 0.2 $28M 59k 478.57
Illinois Tool Works Common stock (ITW) 0.2 $28M +31% 155k 182.25
iShares Russell 1000 Value ETF Exchange traded fund (IWD) 0.2 $28M 194k 144.97
Fidelity National Information Services Common stock (FIS) 0.2 $28M +2% 304k 91.67
iShares MSCI USA Min Vol Factor ETF Exchange traded fund (USMV) 0.2 $28M -6% 392k 70.21
Emerson Electric Common stock (EMR) 0.1 $27M +10% 341k 79.54
First Trust Dow Jones Internet Index Fund Exchange traded fund (FDN) 0.1 $27M 212k 127.03
iShares 3-7 Year Treasury Bond ETF Exchange traded fund (IEI) 0.1 $27M NEW 224k 119.34
First Trust Senior Loan Fund Exchange traded fund (FTSL) 0.1 $26M -9% 593k 44.10
Southern Company Common stock (SO) 0.1 $26M 367k 71.31
Pool Corporation Common stock (POOL) 0.1 $26M 74k 351.23
iShares U.S. Technology ETF Exchange traded fund (IYW) 0.1 $26M 326k 79.95
Eaton Corp Common stock (ETN) 0.1 $26M 205k 125.99
Vanguard FTSE Pacific ETF Exchange traded fund (VPL) 0.1 $26M 407k 63.48
TTEC Holdings Common stock (TTEC) 0.1 $25M +3% 371k 67.89
Vanguard Mortgage-Backed Securities ETF Exchange traded fund (VMBS) 0.1 $25M -9% 523k 47.81
SPDR Portfolio Emerging Markets ETF Exchange traded fund (SPEM) 0.1 $25M 710k 34.77
General Mills Common stock (GIS) 0.1 $25M 326k 75.45
Schwab Fundamental International Small Co. Index ETF Exchange traded fund (FNDC) 0.1 $24M 794k 30.41
iShares Core MSCI Europe ETF Exchange traded fund (IEUR) 0.1 $24M -5% 522k 44.96
Mondelez International, Inc. Class A Common stock (MDLZ) 0.1 $23M +8% 374k 62.09
Crown Castle Common stock (CCI) 0.1 $23M 137k 168.38
PIMCO Enhanced Short Maturity Active ETF Exchange traded fund (MINT) 0.1 $23M -14% 233k 99.11
Ball Corporation Common stock (BALL) 0.1 $23M 335k 68.77
Jacobs Engineering Group Common stock (J) 0.1 $23M 181k 127.13
International Business Machines Corporation Common stock (IBM) 0.1 $23M 161k 141.19
Invesco Dynamic Large Cap Growth ETF Exchange traded fund (PWB) 0.1 $22M 383k 58.67
Paychex Common stock (PAYX) 0.1 $22M 195k 113.87
iShares Semiconductor ETF Exchange traded fund (SOXX) 0.1 $22M 63k 349.60
Copart Common stock (CPRT) 0.1 $22M 203k 108.66
Prudential Financial Common stock (PRU) 0.1 $22M 230k 95.68
Salesforce Common stock (CRM) 0.1 $22M 133k 165.04
Paccar Common stock (PCAR) 0.1 $22M 264k 82.34
Waters Corporation Common stock (WAT) 0.1 $22M 66k 330.97
Deere & Company Common stock (DE) 0.1 $22M 72k 299.47
T-Mobile US Common stock (TMUS) 0.1 $22M 160k 134.54
iShares Core S&P US Value ETF Exchange traded fund (IUSV) 0.1 $21M -5% 320k 66.88
Vanguard FTSE Emerging Markets ETF Exchange traded fund (VWO) 0.1 $21M +2% 511k 41.65
Coca-Cola Company Common stock (KO) 0.1 $21M +23% 337k 62.91
American Express Company Common stock (AXP) 0.1 $21M 149k 138.62
KKR & Co Common stock (KKR) 0.1 $21M +10% 445k 46.29
Taiwan Semiconductor Manufacturing Common stock (TSM) 0.1 $21M 250k 81.75
Lamar Advertising Company Class A Common stock (LAMR) 0.1 $20M 231k 87.97
SPDR Portfolio Aggregate Bond ETF Exchange traded fund (SPAB) 0.1 $20M 764k 26.35
WisdomTree U.S. MidCap Dividend Fund Exchange traded fund (DON) 0.1 $20M 516k 38.98
iShares Core S&P U.S. Growth ETF Exchange traded fund (IUSG) 0.1 $20M -7% 236k 83.70
Dimensional U.S. Core Equity 2 ETF Exchange traded fund (DFAC) 0.1 $20M 845k 23.30
Vanguard Large-Cap ETF Exchange traded fund (VV) 0.1 $19M 112k 172.35
Invesco BulletShares 2022 High Yield Corporate Bond ETF Exchange traded fund (BSJM) 0.1 $19M +6% 869k 22.05
Digital Realty Trust Common stock (DLR) 0.1 $19M +2% 147k 129.83
iShares Core International Aggregate Bond ETF Exchange traded fund (IAGG) 0.1 $19M -8% 374k 49.81
GSK Common stock (GSK) 0.1 $19M 426k 43.53
Bank of America Corp Common stock (BAC) 0.1 $18M +6% 585k 31.13
Schwab US Dividend Equity ETF Exchange traded fund (SCHD) 0.1 $18M 254k 71.63
Texas Pacific Land Corporation Common stock (TPL) 0.1 $18M -2% 12k 1488.00
Aflac Incorporated Common stock (AFL) 0.1 $18M 323k 55.33
iShares Core MSCI Total International Stock ETF Exchange traded fund (IXUS) 0.1 $18M -9% 313k 57.03
Financial Select Sector SPDR Fund Exchange traded fund (XLF) 0.1 $18M +4% 566k 31.45
SPDR Gold Shares Exchange traded fund (GLD) 0.1 $18M -2% 105k 168.46
Eli Lilly and Company Common stock (LLY) 0.1 $17M 52k 324.24
Lockheed Martin Corporation Common stock (LMT) 0.1 $17M 39k 429.95
Roper Technologies Common stock (ROP) 0.1 $17M 43k 394.65
iShares Russell 3000 ETF Exchange traded fund (IWV) 0.1 $17M -5% 77k 217.39
Enterprise Products Partners Common stock (EPD) 0.1 $17M -6% 679k 24.37
ALPS Sector Dividend Dogs ETF Exchange traded fund (SDOG) 0.1 $16M 323k 50.11
Estee Lauder Companies Inc. Class A Common stock (EL) 0.1 $16M +16% 63k 254.67
SPDR Portfolio S&P 1500 Composite Stock Market ETF Exchange traded fund (SPTM) 0.1 $16M -2% 340k 46.48
Vanguard Total International Bond ETF Exchange traded fund (BNDX) 0.1 $15M 311k 49.54
Wells Fargo & Company Common stock (WFC) 0.1 $15M +4% 393k 39.17
L3Harris Technologies Common stock (LHX) 0.1 $15M 64k 241.70
iShares S&P 100 ETF Exchange traded fund (OEF) 0.1 $15M -2% 89k 172.47
Atlantica Sustainable Infrastructure Common stock (AY) 0.1 $15M 473k 32.26
Schwab Emerging Markets Equity ETF Exchange traded fund (SCHE) 0.1 $15M -6% 595k 25.38
Vanguard Intermediate-Term Corporate Bond ETF Exchange traded fund (VCIT) 0.1 $15M -9% 185k 80.02
iShares Russell 2000 ETF Exchange traded fund (IWM) 0.1 $15M 87k 169.36
3M Company Common stock (MMM) 0.1 $15M -3% 113k 129.41
EOG Resources Common stock (EOG) 0.1 $15M +689% 132k 110.44
Truist Financial Corporation Common stock (TFC) 0.1 $15M 306k 47.43
Schwab Short-Term US Treasury ETF Exchange traded fund (SCHO) 0.1 $15M -21% 294k 49.19
Colgate-Palmolive Company Common stock (CL) 0.1 $14M +3% 175k 80.14
Vanguard FTSE All-World ex-US Small-Cap ETF Exchange traded fund (VSS) 0.1 $14M 133k 103.21
McDonald's Corporation Common stock (MCD) 0.1 $14M 55k 246.88
Newell Brands Common stock (NWL) 0.1 $14M +4% 708k 19.04
XPO Logistics Common stock (XPO) 0.1 $13M +12% 279k 48.16
Vanguard Short-Term Treasury ETF Exchange traded fund (VGSH) 0.1 $13M -56% 227k 58.86
Parker-Hannifin Corporation Common stock (PH) 0.1 $13M +3% 54k 246.05
iShares Emerging Markets Dividend ETF Exchange traded fund (DVYE) 0.1 $13M +4% 498k 26.60
Vanguard High Dividend Yield Index ETF Exchange traded fund (VYM) 0.1 $13M +73% 130k 101.70
Energy Select Sector SPDR Fund Exchange traded fund (XLE) 0.1 $13M 181k 71.51
iShares Intermediate Government/Credit Bond ETF Exchange traded fund (GVI) 0.1 $13M +22% 123k 105.55
Zoetis, Inc. Class A Common stock (ZTS) 0.1 $13M +3% 75k 171.90
Fidelity National Financial, Inc. - FNF Group Common stock (FNF) 0.1 $13M +3% 349k 36.96
Iron Mountain Common stock (IRM) 0.1 $13M 264k 48.69
Invesco BulletShares 2023 High Yield Corporate Bond ETF Exchange traded fund (BSJN) 0.1 $13M +5% 556k 22.94
iShares MSCI EAFE ETF Exchange traded fund (EFA) 0.1 $13M 203k 62.49
At&t Common stock (T) 0.1 $13M +3% 603k 20.96
Westinghouse Air Brake Technologies Corporation Common stock (WAB) 0.1 $13M 152k 82.08
D.R. Horton Common stock (DHI) 0.1 $12M 188k 66.19
Diageo Common stock (DEO) 0.1 $12M -8% 71k 174.13
Vanguard FTSE All-World ex-US Index Fund Exchange traded fund (VEU) 0.1 $12M +2% 246k 49.96
Vanguard Total Bond Market ETF Exchange traded fund (BND) 0.1 $12M +101% 162k 75.26
ASML Holding NV Common stock (ASML) 0.1 $12M +8% 26k 475.87
ConocoPhillips Common stock (COP) 0.1 $12M +4% 134k 89.81
Avantor Common stock (AVTR) 0.1 $12M -6% 383k 31.10
F5 Common stock (FFIV) 0.1 $12M 77k 153.05
Vanguard Dividend Appreciation ETF Exchange traded fund (VIG) 0.1 $12M +16% 82k 143.47
Capital One Financial Corp Common stock (COF) 0.1 $12M +6% 113k 104.19
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange traded fund (LQD) 0.1 $12M -19% 105k 110.03
WisdomTree International Hedged Quality Dividend Growth Fund Exchange traded fund (IHDG) 0.1 $12M -2% 307k 37.42
II-VI Incorporated Common stock (IIVI) 0.1 $11M +4% 225k 50.95
iShares U.S. Healthcare ETF Exchange traded fund (IYH) 0.1 $11M 42k 268.91
GXO Logistics Common stock (GXO) 0.1 $11M +9% 260k 43.27
Vanguard Mid-Cap ETF Exchange traded fund (VO) 0.1 $11M -5% 57k 196.97
iShares Russell 1000 ETF Exchange traded fund (IWB) 0.1 $11M -2% 54k 207.76
Check Point Software Technologies Common stock (CHKP) 0.1 $11M -2% 90k 121.78
Technology Select Sector SPDR Fund Exchange traded fund (XLK) 0.1 $11M 86k 127.12
Brookfield Asset Management Inc. Class A Common stock (BAM) 0.1 $11M +5% 242k 44.47
Otis Worldwide Corporation Common stock (OTIS) 0.1 $11M 152k 70.67

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