HoldingsChannel.com
United Capital Financial Advisers LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
iShares US Treasury Bond (GOVT) 17,211,554 -2,599,942 $478,825
     GOVT17,211,554-2,599,942$478,825
iShares Core S&P 500 (IVV) 1,640,681 +235,492 $406,019
     IVV1,640,681+235,492$406,019
Apple Inc 1,312,824 -227,006 $333,838
     AAPL1,312,824-227,010$333,838
Vanguard Growth ETF (VUG) 2,094,571 -20,468 $316,573
     VUG2,094,571-20,468$316,573
iShares Core MSCI EAFE (IEFA) 6,168,305 +570,612 $300,211
     IEFA6,168,305+570,612$300,211
Ishares Tr Intrm Tr Crp Etf (IGIB) 5,352,006 -136,894 $291,149
     IGIB5,352,006-136,894$291,149
Vanguard Value ETF (VTV) 3,310,179 +204,642 $284,080
     VTV3,310,179+204,642$284,080
iShares Core US Aggregate Bond (AGG) 2,101,414 +1,430,867 $241,831
     AGG2,101,414+1,430,867$241,831
iShares MBS (MBB) 2,057,442 -44,640 $225,413
     MBB2,057,442-44,640$225,413
SPDR Blmbg Barclays 1 3 Mth T Bill ETF (BIL) 2,281,909 +2,145,237 $209,091
     BIL2,281,909+2,145,237$209,091
iShares 1 3 Year Treasury Bond (SHY) 2,345,505 +2,042,975 $203,285
     SHY2,345,505+2,042,975$203,285
Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) 6,986,920 -102,187 $187,249
     DBEF6,986,920-102,187$187,249
Microsoft Corp 1,196,249 -111,134 $177,452
     MSFT1,196,249-111,134$177,452
iShares Core MSCI Emerging Markets ETF (IEMG) 3,681,249 -1,398,282 $148,023
     IEMG3,681,249-1,398,282$148,023
Nike Inc B 1,480,074 -49,045 $122,461
     NKE1,480,074-49,045$122,461
Vanguard REIT ETF (VNQ) 1,611,111 +448,577 $112,536
     VNQ1,611,111+448,577$112,536
Starbucks Corp 1,657,758 -39,146 $108,981
     SBUX1,657,758-39,146$108,981
SPDR S&P 500 ETF (SPY) 372,263 -20,219 $95,951
     SPY372,263-20,259$95,951
Cisco Systems Inc 2,429,132 -444,725 $95,489
     CSCO2,429,132-444,725$95,489
PepsiCo Inc 784,959 -17,848 $94,274
     PEP784,959-17,848$94,274
Visa Inc Class A 589,905 +44,596 $91,158
     V589,905+44,596$91,158
Berkshire Hathaway Inc B      $80,121
     BRK.B427,379-1,331$77,129
     BRK.A11+1$2,992
Alphabet Inc A 68,505 -4,017 $77,411
     GOOGL68,505-4,017$77,411
Schwab US Large Cap Growth ETF (SCHG) 917,825 -10,851 $73,105
     SCHG917,825-10,851$73,105
Schwab International Equity ETF (SCHF) 2,821,751 +260,672 $72,914
     SCHF2,821,751+260,672$72,914
Schwab US Large Cap Value ETF (SCHV) 1,548,915 +203,629 $68,570
     SCHV1,548,915+203,629$68,570
Johnson & Johnson 573,307 -46,462 $68,327
     JNJ573,307-46,462$68,327
Procter & Gamble Co 609,773 -53,221 $65,477
     PG609,773-53,221$65,477
First Trust Low Duration Oppos ETF (LMBS) 1,282,237 +60,906 $65,394
     LMBS1,282,237+60,906$65,394
Vanguard Global ex US Real Estate ETF (VNQI) 1,521,315 +1,510,918 $65,280
     VNQI1,521,315+1,510,918$65,280
Vanguard Small Cap Value ETF (VBR) 752,794 +196,853 $64,989
     VBR752,794+196,853$64,989
Alphabet Inc C 58,210 -5,319 $64,176
     GOOG58,210-5,319$64,176
JPMorgan Chase & Co 706,717 -28,316 $63,626
     JPM706,717-28,316$63,626
iShares S&P Small Cap 600 Value ETF (IJS) 661,634 +204,482 $63,318
     IJS661,634+204,482$63,318
Wal Mart Stores Inc 572,575 +84,402 $62,880
     WMT572,575+84,402$62,880
Walt Disney Co 646,292 +18,797 $62,432
     DIS646,292+18,797$62,432
Costco Wholesale Corp 217,627 +45,106 $62,010
     COST217,627+45,106$62,010
Vanguard Intmdt Term Trs ETF (VGIT) 871,109 +148,718 $60,873
     VGIT871,109+148,718$60,873
Schwab US Aggregate Bond ETF (SCHZ) 1,107,224 +296,100 $60,089
     SCHZ1,107,224+296,100$60,089
First Trust Enhanced Short Maturity ETF (FTSM) 993,939 +50,497 $58,672
     FTSM993,939+50,497$58,672
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 473,611 -14,457 $58,496
     LQD473,611-14,457$58,496
iShares S&P Small Cap 600 Growth ETF (IJT) 441,050 +55,518 $58,324
     IJT441,050+55,518$58,324
Verizon Communications Inc 1,078,993 -79,579 $57,974
     VZ1,078,993-79,579$57,974
Exxon Mobil Corp 1,514,299 +6,336 $57,498
     XOM1,514,299+6,336$57,498
Vanguard Small Cap Growth ETF (VBK) 379,757 +26,086 $57,077
     VBK379,757+26,086$57,077
Amazon.com Inc 30,151 +1,598 $56,859
     AMZN30,151+1,603$56,859
iShares Edge MSCI Min Vol USA (USMV) 1,010,640 -59,858 $54,585
     USMV1,010,640-59,858$54,585
Schwab US Large Cap ETF (SCHX) 888,062 +81,487 $54,394
     SCHX888,062+81,487$54,394
iShares iBoxx High Yield Corporate Bd (HYG) 704,923 +5,141 $54,328
     HYG704,923+5,141$54,328
Chevron Corp 749,655 -21,079 $54,320
     CVX749,655-21,079$54,320

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 03/31/2020: $12,104,053
At 12/31/2019: $15,500,435

Combined Holding Report Includes:
UNITED CAPITAL FINANCIAL ADVISERS LLC
GOLDMAN SACHS GROUP INC
United Capital Financial Partners Inc

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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