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 March 2021 quarterly 13F filing

United Capital Financial Advisers has 1181 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Core US Aggregate Bond Exchange Traded Fund (AGG) 3.8 $689M +26% 6.1M 113.83
iShares US Treasury Bond Exchange Traded Fund (GOVT) 3.6 $644M +5% 25M 26.19
iShares Core S&P 500 Exchange Traded Fund (IVV) 3.2 $586M 1.5M 397.82
iShares Core MSCI EAFE Exchange Traded Fund (IEFA) 3.2 $583M +6% 8.1M 72.05
Vanguard 500 ETF Exchange Traded Fund (VOO) 3.1 $564M +34% 1.5M 364.30
Apple Common Stock (AAPL) 2.8 $510M -5% 4.2M 122.15
Vanguard Value ETF Exchange Traded Fund (VTV) 2.7 $496M +3% 3.8M 131.46
Vanguard Growth ETF Exchange Traded Fund (VUG) 2.6 $463M 1.8M 257.04
Broadstone Net Lease Ord Common Stock (BNL) 2.3 $416M NEW 23M 18.30
Ishares Tr Intrm Tr Crp Etf Exchange Traded Fund (IGIB) 2.0 $369M +5% 6.2M 59.23
Microsoft Corp Common Stock (MSFT) 1.6 $281M 1.2M 235.77
Xtrackers MSCI EAFE Hedged Equity ETF Exchange Traded Fund (DBEF) 1.5 $267M 7.4M 36.31
iShares MBS Exchange Traded Fund (MBB) 1.4 $257M +3% 2.4M 108.42
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG) 1.4 $252M 3.9M 64.36

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Nike Inc B Common Stock (NKE) 1.1 $197M 1.5M 132.89
Starbucks Corp Common Stock (SBUX) 1.0 $185M 1.7M 109.27
iShares Currency Hedged MSCI EAFE Exchange Traded Fund (HEFA) 0.9 $161M +25% 4.9M 32.97
Vanguard REIT ETF Exchange Traded Fund (VNQ) 0.8 $149M -9% 1.6M 91.86
Alphabet Inc A Common Stock (GOOGL) 0.8 $147M 71k 2062.50
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR) 0.8 $141M 851k 165.61
Cisco Systems Common Stock (CSCO) 0.7 $132M +4% 2.6M 51.71
PepsiCo Common Stock (PEP) 0.7 $126M +4% 892k 141.45
Vanguard Global ex-US Real Estate ETF Exchange Traded Fund (VNQI) 0.7 $122M +8% 2.2M 55.76
Walt Disney Common Stock (DIS) 0.7 $120M -6% 648k 184.52
Alphabet Inc C Common Stock (GOOG) 0.6 $117M 56k 2068.64
Amazon.com Common Stock (AMZN) 0.6 $114M +10% 37k 3094.05
iShares Core S&P Small-Cap Exchange Traded Fund (IJR) 0.6 $114M +5% 1.0M 108.53
Berkshire Hathaway Inc B Common Stock (BRK.B) 0.6 $113M -5% 441k 255.47
JPMorgan Chase & Co Common Stock (JPM) 0.6 $109M 717k 152.23
Spdr S&p 500 Etf Exchange Traded Fund (SPY) 0.6 $107M -7% 271k 396.33
SPDR Blmbg Barclays High Yield Bd ETF Exchange Traded Fund (JNK) 0.6 $107M +27% 984k 108.80
Johnson & Johnson Common Stock (JNJ) 0.6 $104M +3% 633k 164.35
Exxon Mobil Corp Common Stock (XOM) 0.6 $100M +13% 1.8M 55.83
Schwab International Equity ETF Exchange Traded Fund (SCHF) 0.5 $99M 2.6M 37.62
iShares S&P Small-Cap 600 Value ETF Exchange Traded Fund (IJS) 0.5 $97M -9% 966k 100.74
Home Depot Common Stock (HD) 0.5 $97M +14% 317k 305.25
iShares Core S&P Mid-Cap Exchange Traded Fund (IJH) 0.5 $95M 366k 260.28
iShares S&P Small-Cap 600 Growth ETF Exchange Traded Fund (IJT) 0.5 $95M -3% 742k 128.23
Accenture PLC A Common Stock (ACN) 0.5 $95M +115% 343k 276.25
Procter & Gamble Common Stock (PG) 0.5 $90M +2% 668k 135.43
Costco Wholesale Corp Common Stock (COST) 0.5 $85M +5% 241k 352.48
Schwab US Large-Cap Growth ETF Exchange Traded Fund (SCHG) 0.5 $85M -4% 653k 129.78
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK) 0.5 $84M -2% 307k 274.65
Chevron Corporation Common Stock (CVX) 0.5 $83M +8% 787k 104.79
Schwab US Large-Cap Value ETF Exchange Traded Fund (SCHV) 0.5 $82M -5% 1.3M 65.28
Visa Inc Class A Common Stock (V) 0.4 $81M 382k 211.73
First Trust Enhanced Short Maturity ETF Exchange Traded Fund (FTSM) 0.4 $79M +3% 1.3M 59.97
First Trust Low Duration Oppos ETF Exchange Traded Fund (LMBS) 0.4 $78M +4% 1.5M 51.06
SPDR Nuveen Blmbg Barclays ST MunBd ETF Exchange Traded Fund (SHM) 0.4 $76M +25% 1.5M 49.56
Schwab US Large-Cap ETF Exchange Traded Fund (SCHX) 0.4 $76M 792k 96.03
iShares National Muni Bond ETF Exchange Traded Fund (MUB) 0.4 $72M +15% 620k 116.05
Union Pacific Corp Common Stock (UNP) 0.4 $70M +3% 318k 220.41
3M Common Stock (MMM) 0.4 $70M +4% 361k 192.68
Medtronic Common Stock (MDT) 0.4 $69M 584k 118.13
Qualcomm Common Stock (QCOM) 0.4 $68M -4% 513k 132.59
Verizon Communications Common Stock (VZ) 0.4 $68M +4% 1.2M 58.15
Mastercard Inc A Common Stock (MA) 0.4 $68M +4% 190k 356.05
Paccar Common Stock (PCAR) 0.4 $67M 725k 92.92
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI) 0.4 $67M 323k 206.69
Abbott Laboratories Common Stock (ABT) 0.4 $66M 554k 119.84
Facebook Inc A Common Stock (FB) 0.4 $65M +2% 220k 294.53
Unilever Common Stock (UL) 0.3 $62M +6% 1.1M 55.83
Oracle Corp Common Stock (ORCL) 0.3 $59M -2% 844k 70.17
Raytheon Technologies Ord Common Stock (RTX) 0.3 $58M -2% 750k 77.27
IHS Markit Ltd A Common Stock (INFO) 0.3 $58M +3% 598k 96.78
S&Pglobal Common Stock (SPGI) 0.3 $56M +9% 159k 352.87
Schwab US Aggregate Bond ETF Exchange Traded Fund (SCHZ) 0.3 $56M -5% 1.0M 53.95
Novo Nordisk A/S Common Stock (NVO) 0.3 $56M 826k 67.42
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA) 0.3 $56M 1.1M 49.11
iShares S&P 500 Growth Exchange Traded Fund (IVW) 0.3 $55M -5% 849k 65.11
AbbVie Common Stock (ABBV) 0.3 $55M -3% 509k 108.22
Becton, Dickinson and Common Stock (BDX) 0.3 $55M -30% 225k 243.15
Vanguard Short-Term Corporate Bond ETF Exchange Traded Fund (VCSH) 0.3 $54M +137% 658k 82.50
Vanguard Short-Term Bond ETF Exchange Traded Fund (BSV) 0.3 $54M -2% 653k 82.19
Danaher Corp Common Stock (DHR) 0.3 $54M -4% 238k 225.08
Intel Corp Common Stock (INTC) 0.3 $52M 816k 64.00
CVS Health Corp Common Stock (CVS) 0.3 $51M 680k 75.23
Vanguard Intmdt-Term Trs ETF Exchange Traded Fund (VGIT) 0.3 $50M -5% 748k 67.23
iShares iBoxx $ High Yield Corporate Bd Exchange Traded Fund (HYG) 0.3 $49M -5% 567k 87.18
iShares S&P 500 Value Exchange Traded Fund (IVE) 0.3 $49M -5% 346k 141.24
General Dynamics Corp Common Stock (GD) 0.3 $49M +7% 269k 181.56
Cognizant Technology Solutions Corp A Common Stock (CTSH) 0.3 $48M +4% 616k 78.12
Schwab US Small-Cap ETF Exchange Traded Fund (SCHA) 0.3 $47M 475k 99.67
CME Group Inc Class A Common Stock (CME) 0.3 $47M +2% 228k 204.23
iShares Core S&P Total US Stock Mkt ETF Exchange Traded Fund (ITOT) 0.3 $46M -2% 506k 91.60
International Flavors & Fragrances Common Stock (IFF) 0.3 $46M +7% 330k 139.61
BlackRock Common Stock (BLK) 0.3 $46M 61k 753.97
SPDR S&P Dividend ETF Exchange Traded Fund (SDY) 0.3 $46M 387k 118.03
First Trust Dow Jones Internet ETF Exchange Traded Fund (FDN) 0.3 $45M 208k 218.08
PIMCO Enhanced Short Maturity Active ETF Exchange Traded Fund (MINT) 0.2 $44M -14% 430k 101.91
C.H. Robinson Worldwide Common Stock (CHRW) 0.2 $44M 456k 95.43
Biogen Common Stock (BIIB) 0.2 $43M +16% 152k 279.75
Schwab US Broad Market ETF Exchange Traded Fund (SCHB) 0.2 $42M -17% 437k 96.71
Lowe's Companies Common Stock (LOW) 0.2 $42M -2% 221k 190.18
iShares Edge MSCI Min Vol USA Exchange Traded Fund (USMV) 0.2 $41M -12% 598k 69.19
Invesco QQQ Trust Exchange Traded Fund (QQQ) 0.2 $40M 127k 319.13
iShares 1-3 Year Treasury Bond Exchange Traded Fund (SHY) 0.2 $40M +2% 468k 86.25
Nextera Energy Common Stock (NEE) 0.2 $40M +7% 532k 75.61
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV) 0.2 $40M 342k 116.74
Gilead Sciences Common Stock (GILD) 0.2 $40M +4% 615k 64.63
Wal-Mart Stores Common Stock (WMT) 0.2 $39M -46% 284k 135.83
At&t Common Stock (T) 0.2 $39M 1.3M 30.27
Bristol-Myers Squibb Company Common Stock (BMY) 0.2 $38M 608k 63.13
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST) 0.2 $38M +16% 753k 50.76
Tesla Motors Common Stock (TSLA) 0.2 $37M +2% 55k 667.94
Automatic Data Processing Common Stock (ADP) 0.2 $37M -3% 194k 188.47
Schwab Emerging Markets Equity ETF Exchange Traded Fund (SCHE) 0.2 $36M -10% 1.1M 31.78
Caterpillar Common Stock (CAT) 0.2 $36M 157k 231.87
Tractor Supply Common Stock (TSCO) 0.2 $36M -6% 203k 177.08
Oneok Common Stock (OKE) 0.2 $36M +3% 706k 50.66
Vanguard Small-Cap ETF Exchange Traded Fund (VB) 0.2 $36M +13% 167k 214.08
UnitedHealth Group Common Stock (UNH) 0.2 $36M 96k 372.07
Texas Instruments Common Stock (TXN) 0.2 $35M 184k 188.99
Broadcom Common Stock (AVGO) 0.2 $35M +2% 75k 463.65
Stryker Corp Common Stock (SYK) 0.2 $34M +5% 140k 243.58
Intuit Common Stock (INTU) 0.2 $34M +6% 88k 383.06
iShares Russell 1000 Growth Exchange Traded Fund (IWF) 0.2 $34M 139k 243.04
iShares MSCI ACWI Exchange Traded Fund (ACWI) 0.2 $33M 350k 95.15
NVIDIA Corp Common Stock (NVDA) 0.2 $33M 62k 533.92
American Tower Corp Common Stock (AMT) 0.2 $33M -2% 137k 239.06
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR) 0.2 $33M 602k 53.97
Intuitive Surgical Common Stock (ISRG) 0.2 $32M +9% 44k 738.94
Nasdaq Common Stock (NDAQ) 0.2 $32M -3% 217k 147.46
Arthur J. Gallagher & Co Common Stock (AJG) 0.2 $32M -2% 255k 124.77
WisdomTree SmallCap Dividend ETF Exchange Traded Fund (DES) 0.2 $31M 1.0M 31.15
Thermo Fisher Scientific Common Stock (TMO) 0.2 $31M -2% 68k 456.38
Amgen Common Stock (AMGN) 0.2 $31M +11% 124k 248.81
Eaton Corp Common Stock (ETN) 0.2 $30M 216k 138.28
Cerner Corp Common Stock (CERN) 0.2 $30M 416k 71.88
Dollar General Corp Common Stock (DG) 0.2 $30M 147k 202.62
Steris Common Stock (STE) 0.2 $30M +6% 156k 190.48
Deere & Co Common Stock (DE) 0.2 $30M -7% 79k 374.14
Vanguard FTSE Pacific ETF Exchange Traded Fund (VPL) 0.2 $29M +5% 361k 81.66
Pool Corp Common Stock (POOL) 0.2 $29M +6% 85k 345.24
Ball Corp Common Stock (BLL) 0.2 $29M 345k 84.74
Taiwan Semiconductor Manufacturing Common Stock (TSM) 0.2 $29M -10% 245k 118.28
Ishares Tr Sh Tr Crport Etf Exchange Traded Fund (IGSB) 0.2 $29M -2% 525k 54.68
Republic Services Common Stock (RSG) 0.2 $29M +9% 288k 99.35
iShares iBoxx $ Investment Grade Corporate Bond ETF Exchange Traded Fund (LQD) 0.2 $29M -16% 219k 130.05
Ishares Core U S Growth Etf Exchange Traded Fund (IUSG) 0.2 $28M 313k 90.79
Schwab Fundamental Intl Sm Co ETF Exchange Traded Fund (FNDC) 0.2 $28M +7% 754k 37.46
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX) 0.2 $28M -5% 494k 57.12
ALPS Sector Dividend Dogs ETF Exchange Traded Fund (SDOG) 0.2 $28M 545k 51.47
iShares PHLX Semiconductor ETF Exchange Traded Fund (SOXX) 0.2 $28M 66k 424.00
Illinois Tool Works Common Stock (ITW) 0.2 $28M 126k 221.52
SPDR S&P Emerging Markets ETF Exchange Traded Fund (SPEM) 0.2 $28M -3% 630k 43.78
iShares Core S&P US Value ETF Exchange Traded Fund (IUSV) 0.2 $28M 400k 68.90
Merck & Co Common Stock (MRK) 0.2 $27M +5% 355k 77.09
Fidelity National Information Services Common Stock (FIS) 0.2 $27M +2% 195k 140.61
Emerson Electric Common Stock (EMR) 0.2 $27M 301k 90.22
Ishares U S Technology Etf Exchange Traded Fund (IYW) 0.2 $27M 309k 87.70
iShares US Home Construction Exchange Traded Fund (ITB) 0.1 $27M +3% 396k 67.87
iShares Core MSCI Total Intl Stk ETF Exchange Traded Fund (IXUS) 0.1 $26M 373k 70.28
United Parcel Service Inc Class B Common Stock (UPS) 0.1 $26M -4% 152k 169.99
iShares Core International Aggt Bd ETF Exchange Traded Fund (IAGG) 0.1 $26M +2% 472k 54.86
Verisk Analytics Common Stock (VRSK) 0.1 $25M +11% 144k 176.69
Invesco High Yield Eq Div Achiev ETF Exchange Traded Fund (PEY) 0.1 $25M 1.3M 20.25
SPDR Portfolio Mortgage Backed Bond ETF Exchange Traded Fund (SPMB) 0.1 $25M +24% 979k 25.93
Jack Henry & Associates Common Stock (JKHY) 0.1 $25M +4% 166k 151.72
Invesco Dynamic Large Cap Growth ETF Exchange Traded Fund (PWB) 0.1 $25M +3% 362k 68.07
Jacobs Engineering Group Common Stock (J) 0.1 $25M 189k 129.27
American Express Common Stock (AXP) 0.1 $24M -2% 172k 141.44
Vanguard Intermediate-Term Corp Bd ETF Exchange Traded Fund (VCIT) 0.1 $24M -7% 257k 93.03
Schwab Short-Term US Treasury ETF Exchange Traded Fund (SCHO) 0.1 $24M -7% 465k 51.31
Thomson Reuters Corp Common Stock (TRI) 0.1 $24M 272k 87.57
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO) 0.1 $24M 456k 52.05
Bank of America Corporation Common Stock (BAC) 0.1 $24M 609k 38.69
Copart Common Stock (CPRT) 0.1 $24M 217k 108.61
Southern Common Stock (SO) 0.1 $23M 369k 62.16
Salesforce.com Common Stock (CRM) 0.1 $23M +29% 107k 211.87
Crown Castle International Corp Common Stock (CCI) 0.1 $23M +4% 131k 172.13
iShares Russell 3000 Exchange Traded Fund (IWV) 0.1 $22M -7% 93k 237.23
iShares Russell 1000 Value Exchange Traded Fund (IWD) 0.1 $21M 137k 151.55
International Business Machines Corp Common Stock (IBM) 0.1 $21M -3% 156k 133.26
Lamar Advertising Common Stock (LAMR) 0.1 $21M 221k 93.92
SPDR Portfolio Aggregate Bond ETF Exchange Traded Fund (SPAB) 0.1 $20M -9% 689k 29.65
Texas Pacific Land Corp Common Stock (TPL) 0.1 $20M NEW 13k 1589.44
iShares MSCI EAFE Min Vol Factor ETF Exchange Traded Fund (EFAV) 0.1 $20M -15% 279k 72.99
KKR & Co Common Stock (KKR) 0.1 $20M +2% 406k 48.85
Vanguard Large-Cap ETF Exchange Traded Fund (VV) 0.1 $20M 107k 185.30
Sap Se Common Stock (SAP) 0.1 $20M 159k 122.79
Owl Rock Capital Ord Common Stock (ORCC) 0.1 $20M -5% 1.4M 13.77
Digital Realty Trust Common Stock (DLR) 0.1 $20M +3% 138k 140.84
iShares S&P 100 Exchange Traded Fund (OEF) 0.1 $19M -4% 108k 179.83
T-Mobile US Common Stock (TMUS) 0.1 $19M +8% 155k 125.29
XPO Logistics Common Stock (XPO) 0.1 $19M -4% 157k 123.30
SPDR Gold Shares Exchange Traded Fund (GLD) 0.1 $19M -10% 121k 159.96
Schwab US Mid-Cap ETF Exchange Traded Fund (SCHM) 0.1 $19M -10% 259k 74.43
SPDR Nuveen BB Hi Yld Muncpl Bd ETF Exchange Traded Fund (HYMB) 0.1 $19M +25% 322k 59.33
Adobe Systems Common Stock (ADBE) 0.1 $19M +5% 40k 475.36
Prudential Financial Common Stock (PRU) 0.1 $19M +25% 206k 91.10
Northrop Grumman Corp Common Stock (NOC) 0.1 $19M +6% 57k 323.63
General Mills Common Stock (GIS) 0.1 $19M +2% 301k 61.32
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD) 0.1 $18M 248k 72.92
Vanguard FTSE All-World ex-US Sm-Cp ETF Exchange Traded Fund (VSS) 0.1 $18M 140k 128.37
iShares Russell 2000 Exchange Traded Fund (IWM) 0.1 $18M 81k 220.95
WisdomTree US MidCap Dividend ETF Exchange Traded Fund (DON) 0.1 $18M +2% 445k 40.42
Mondelez International Inc Class A Common Stock (MDLZ) 0.1 $18M -7% 301k 58.53
SPDR Port S&P 1500 Comps Stk Mkt ETF Exchange Traded Fund (SPTM) 0.1 $18M -18% 358k 49.19
Waters Corp Common Stock (WAT) 0.1 $17M +5% 61k 284.17
Truist Finl Corp Common Stock (TFC) 0.1 $17M 297k 58.32
F5 Networks Common Stock (FFIV) 0.1 $17M -4% 82k 208.62
Coca-Cola Company Common Stock (KO) 0.1 $17M -6% 318k 52.71
Paychex Common Stock (PAYX) 0.1 $17M +3% 169k 98.02
Parker Hannifin Corp Common Stock (PH) 0.1 $17M 52k 315.42
Air Products & Chemicals Common Stock (APD) 0.1 $16M +7% 58k 281.34
Enterprise Products Partners Common Stock (EPD) 0.1 $16M 744k 22.02
Lockheed Martin Corp Common Stock (LMT) 0.1 $16M 44k 369.50
Vanguard Dividend Appreciation ETF Exchange Traded Fund (VIG) 0.1 $16M -8% 110k 147.08
Molson Coors Brewing Co B Common Stock (TAP) 0.1 $16M +6% 315k 51.15
Pfizer Common Stock (PFE) 0.1 $16M -4% 445k 36.23
Avalara Common Stock (AVLR) 0.1 $16M 119k 133.43
iShares Emerging Markets Dividend ETF Exchange Traded Fund (DVYE) 0.1 $16M +6% 399k 39.18
Wells Fargo & Co Common Stock (WFC) 0.1 $16M -11% 396k 39.07
Atlantica yield Common Stock (AY) 0.1 $15M +4% 417k 36.63
Aflac Common Stock (AFL) 0.1 $15M 298k 51.18
Colgate-Palmolive Common Stock (CL) 0.1 $15M -2% 191k 78.83
Netflix Common Stock (NFLX) 0.1 $15M +6% 29k 521.67
American Electric Power Common Stock (AEP) 0.1 $15M +7% 175k 84.70
Financial Select Sector SPDR ETF Exchange Traded Fund (XLF) 0.1 $15M +12% 435k 34.05
iShares Core MSCI Pacific ETF Exchange Traded Fund (IPAC) 0.1 $15M -7% 220k 66.57
Roper Technologies Common Stock (ROP) 0.1 $14M +9% 35k 403.35
Invesco BulletShares 2021 HY Corp Bd ETF Exchange Traded Fund (BSJL) 0.1 $14M -2% 601k 23.06
iShares Russell 2000 Growth Exchange Traded Fund (IWO) 0.1 $14M 46k 300.74
Vanguard FTSE All-World ex-US ETF Exchange Traded Fund (VEU) 0.1 $14M +2% 227k 60.68
iShares MSCI EAFE Exchange Traded Fund (EFA) 0.1 $14M -5% 179k 75.87
McDonald's Corp Common Stock (MCD) 0.1 $14M -2% 60k 224.14
Lam Research Corp Common Stock (LRCX) 0.1 $14M +9% 23k 595.23
WisdomTree International Hedged Quality Dividend Growth ETF Exchange Traded Fund (IHDG) 0.1 $13M -2% 325k 41.29
iShares Intermediate Govt/Crdt Bd ETF Exchange Traded Fund (GVI) 0.1 $13M 115k 114.86
Communication Services Sel Sect SPDRETF Exchange Traded Fund (XLC) 0.1 $13M +6% 179k 73.32
GlaxoSmithKline Common Stock (GSK) 0.1 $13M +7% 366k 35.69
HDFC Bank Common Stock (HDB) 0.1 $13M 167k 77.69
Vanguard Mid-Cap ETF Exchange Traded Fund (VO) 0.1 $13M -2% 59k 221.33
PayPal Holdings Common Stock (PYPL) 0.1 $13M +6% 53k 242.85
Vanguard Mortgage-Backed Secs ETF Exchange Traded Fund (VMBS) 0.1 $13M +78% 241k 53.37
SPDR Portfolio Developed Wld ex-US ETF Exchange Traded Fund (SPDW) 0.1 $13M -22% 363k 35.36
Ares Management Corp Common Stock (ARES) 0.1 $13M +4664% 228k 56.03
Vanguard FTSE Europe ETF Exchange Traded Fund (VGK) 0.1 $13M +4% 203k 63.00
Dow Common Stock (DOW) 0.1 $13M -6% 199k 63.94
iShares Russell 1000 Exchange Traded Fund (IWB) 0.1 $13M -14% 57k 223.84
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS) 0.1 $12M +3% 194k 62.70
Westinghouse Air Brake Technologies Corp Common Stock (WAB) 0.1 $12M +7% 149k 79.16
Boeing Common Stock (BA) 0.1 $11M 44k 254.71
Alibaba Group Holding Common Stock (BABA) 0.1 $11M -7% 49k 226.73
Yum Brands Common Stock (YUM) 0.1 $11M -4% 102k 108.18
L3Harris Technologies Common Stock (LHX) 0.1 $11M +28% 54k 202.68
OTIS Worldwide Corp-Wi Common Stock (OTIS) 0.1 $11M +259% 159k 68.45
SPDR S&P 500 Growth Exchange Traded Fund (SPYG) 0.1 $11M -20% 192k 56.40
Brookfield Infrastructure Partners Common Stock (BIP) 0.1 $11M 201k 53.25

Past Filings by United Capital Financial Advisers

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

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