HoldingsChannel.com
United Capital Financial Advisers LLC Top Holdings
As of  03/31/2019

   EntityAmountChange
 12/31/2018 to 03/31/2019
Position Size
($ in 1000's)
iShares US Treasury Bond (GOVT) 19,366,943 +1,712,357 $488,822
     GOVT19,366,943+1,712,357$488,822
iShares Core S&P 500 (IVV) 1,613,193 +117,202 $459,050
     IVV1,613,193+117,202$459,050
iShares Core MSCI EAFE (IEFA) 6,028,173 +673,167 $366,332
     IEFA6,028,173+673,167$366,332
Vanguard Growth ETF (VUG) 2,150,664 +33,733 $336,407
     VUG2,150,664+33,733$336,407
Vanguard Value ETF (VTV) 3,014,047 +51,723 $324,402
     VTV3,014,047+51,723$324,402
Ishares Tr Intrm Tr Crp Etf (IGIB) 5,868,221 +372,264 $323,574
     IGIB5,868,221+372,264$323,574
Apple Inc 1,548,824 -58,959 $294,199
     AAPL1,548,824-58,959$294,199
iShares Core MSCI Emerging Markets ETF (IEMG) 4,934,359 +617,165 $255,156
     IEMG4,934,359+617,165$255,156
iShares MBS (MBB) 2,129,360 +66,572 $226,479
     MBB2,129,360+66,572$226,479
Deutsche X trackers MSCI EAFE Hedged Eq 7,252,257 +240,596 $226,415
     DBEF7,252,257+240,596$226,415
iShares 1 3 Year Treasury Bond (SHY) 2,407,105 -2,565,980 $202,486
     SHY2,407,105-2,565,980$202,486
Microsoft Corp 1,141,694 +8,084 $134,651
     MSFT1,141,694+8,084$134,651
Nike Inc B 1,592,888 -118,978 $134,137
     NKE1,592,888-118,978$134,137
Vanguard REIT ETF (VNQ) 1,498,149 -262,652 $130,204
     VNQ1,498,149-262,652$130,204
Starbucks Corp 1,681,466 -450,844 $125,000
     SBUX1,681,466-450,844$125,000
Exxon Mobil Corp 1,419,807 +38,918 $114,720
     XOM1,419,807+38,918$114,720
Cisco Systems Inc 2,020,252 -36,557 $109,073
     CSCO2,020,252-36,557$109,073
Schwab US TIPS ETF (SCHP) 1,853,703 +44,167 $101,954
     SCHP1,853,703+44,167$101,954
SPDR S&P 500 ETF (SPY)      $97,341
     SPY391,494-99,656$110,589
     Put46,900+46,900$13,248
PepsiCo Inc 782,510 +105,279 $95,897
     PEP782,510+105,279$95,897
iShares iBoxx High Yield Corporate Bd (HYG) 1,095,901 +448 $94,763
     HYG1,095,901+448$94,763
Chevron Corp      $92,501
     CVX752,938-13,393$92,747
     Put2,000+2,000$246
The Home Depot Inc 469,511 +19,109 $90,094
     HD469,511+19,109$90,094
iShares Floating Rate Bond ETF (FLOT) 1,747,333 +592,921 $88,957
     FLOT1,747,333+592,921$88,957
Visa Inc Class A 536,212 +9,481 $83,751
     V536,212+9,481$83,751
Alphabet Inc A      $82,496
     GOOGL70,296+1,913$82,731
     Put200+200$235
Vanguard Total International Bond ETF (BNDX) 1,434,116 +17,200 $79,981
     BNDX1,434,116+17,200$79,981
Johnson & Johnson 571,168 +14,781 $79,844
     JNJ571,168+14,781$79,844
Berkshire Hathaway Inc B      $79,298
     BRK.B384,235+11,616$77,189
     BRK.A7UNCH$2,109
iShares Edge MSCI Min Vol USA (USMV) 1,291,356 +138,144 $75,932
     USMV1,291,356+138,144$75,932
Alphabet Inc C      $75,702
     GOOG64,720-1,673$75,937
     Put200+200$235
JPMorgan Chase & Co      $74,386
     JPM748,921+29,696$75,813
     Put14,100+14,100$1,427
iShares Core S&P Mid Cap (IJH) 381,269 -13,218 $72,212
     IJH381,269-13,218$72,212
Boeing Co 182,424 -2,809 $69,580
     BA182,424-2,809$69,580
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 570,273 -34,741 $67,897
     LQD570,273-34,741$67,897
Schwab US Large Cap Growth ETF (SCHG) 846,280 +66,444 $67,220
     SCHG846,280+66,444$67,220
iShares JPMorgan USD Emerg Markets Bond (EMB) 607,215 +249,525 $66,830
     EMB607,215+249,525$66,830
Verizon Communications Inc      $65,076
     VZ1,104,846-607,429$65,330
     Put4,300+4,300$254
Procter & Gamble Co 613,796 +4,391 $63,865
     PG613,796+4,391$63,865
iShares S&P Small Cap 600 Growth ETF (IJT) 357,452 +5,941 $63,791
     IJT357,452+5,941$63,791
Vanguard Total Stock Market ETF (VTI) 437,769 +190,668 $63,350
     VTI437,769+190,668$63,350
Vanguard Small Cap Value ETF (VBR) 491,818 +12,698 $63,312
     VBR491,818+12,698$63,312
Schwab US Large Cap Value ETF (SCHV) 1,150,216 +89,476 $62,963
     SCHV1,150,216+89,476$62,963
Vanguard Small Cap Growth ETF (VBK) 349,812 +317 $62,868
     VBK349,812+317$62,868
iShares S&P Small Cap 600 Value ETF (IJS) 424,214 +10,191 $62,589
     IJS424,214+10,191$62,589
Union Pacific Corp 371,262 -2,389 $62,075
     UNP371,262-2,389$62,075
Vanguard FTSE Developed Markets ETF (VEA) 1,443,803 -93,298 $59,008
     VEA1,443,803-93,298$59,008
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund (XLV) 637,260 -229,458 $58,469
     XLV637,260-229,458$58,469
Select Sector Spdr Trust The Utilities Select Sector Spdr Trust (XLU) 997,179 -1,210 $58,006
     XLU997,179-1,210$58,006
Technology Select Sector SPDR ETF (XLK) 781,312 +338,887 $57,817
     XLK781,312+338,887$57,817

See Full List: All Stocks Held By United Capital Financial Advisers LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By United Capital Financial Advisers LLC

Size ($ in 1000's)
At 03/31/2019: $14,224,668
At 12/31/2018: $12,587,478

United Capital Financial Advisers LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from United Capital Financial Advisers LLC 13F filings. Link to 13F filings: SEC filings

United Capital Financial Advisers LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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