HoldingsChannel.com
United Capital Financial Advisers LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
iShares US Treasury Bond (GOVT) 19,811,496 -623,559 $513,910
     GOVT19,811,496-623,559$513,910
iShares Core S&P 500 (IVV) 1,405,189 -35,568 $454,213
     IVV1,405,189-35,568$454,213
Apple Inc      $452,055
     AAPL1,539,834-746$452,172
     Put14+14$411
     Call10+10$294
Vanguard Growth ETF (VUG) 2,115,039 -21,016 $385,297
     VUG2,115,039-21,016$385,297
Vanguard Value ETF (VTV) 3,105,537 -12,660 $372,199
     VTV3,105,537-12,660$372,199
iShares Core MSCI EAFE (IEFA) 5,597,693 +732 $365,193
     IEFA5,597,693+732$365,193
Ishares Tr Intrm Tr Crp Etf (IGIB) 5,488,900 +30,512 $318,246
     IGIB5,488,900+30,512$318,246
iShares Core MSCI Emerging Markets ETF (IEMG) 5,079,531 +108,428 $273,076
     IEMG5,079,531+108,428$273,076
Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) 7,089,107 -266,645 $239,470
     DBEF7,089,107-266,645$239,470
iShares MBS (MBB) 2,102,082 +88,681 $227,151
     MBB2,102,082+88,681$227,151
Microsoft Corp 1,307,383 +168,515 $206,174
     MSFT1,307,383+168,515$206,174
Nike Inc B 1,529,119 -26,190 $154,915
     NKE1,529,119-26,190$154,915
Starbucks Corp 1,696,904 +91,335 $149,192
     SBUX1,696,904+91,335$149,192
Cisco Systems Inc 2,873,857 +902,497 $137,830
     CSCO2,873,857+902,497$137,830
SPDR S&P 500 ETF (SPY)      $125,050
     SPY392,522+18,380$126,337
     Put40+3$1,287
Schwab US TIPS ETF (SCHP) 1,988,472 +50,438 $112,607
     SCHP1,988,472+50,438$112,607
PepsiCo Inc 802,807 +30,611 $109,720
     PEP802,807+30,611$109,720
Vanguard REIT ETF (VNQ) 1,162,534 -136,762 $107,872
     VNQ1,162,534-136,762$107,872
Exxon Mobil Corp 1,507,963 -23,984 $105,226
     XOM1,507,963-23,984$105,226
JPMorgan Chase & Co 735,033 +32,896 $102,464
     JPM735,033+32,896$102,464
Visa Inc Class A 545,309 +29,177 $102,464
     V545,309+29,177$102,464
Berkshire Hathaway Inc B      $100,499
     BRK.B428,710+26,301$97,103
     BRK.A10+1$3,396
Alphabet Inc A 72,522 +3,963 $97,135
     GOOGL72,522+3,963$97,135
Chevron Corp 770,734 +39,692 $92,881
     CVX770,734+39,692$92,881
Walt Disney Co 627,495 +22,114 $90,755
     DIS627,495+22,114$90,755
Johnson & Johnson 619,769 +46,698 $90,406
     JNJ619,769+46,698$90,406
Schwab US Large Cap Growth ETF (SCHG) 928,676 +17,690 $86,283
     SCHG928,676+17,690$86,283
Schwab International Equity ETF (SCHF) 2,561,079 +650,555 $86,129
     SCHF2,561,079+650,555$86,129
Vanguard Total International Bond ETF (BNDX) 1,518,797 +5,978 $85,934
     BNDX1,518,797+5,978$85,934
Alphabet Inc C 63,529 +2,801 $84,940
     GOOG63,529+2,801$84,940
Mastercard Inc A 282,907 +139,350 $84,473
     MA282,907+139,350$84,473
Procter & Gamble Co 662,994 +49,516 $82,808
     PG662,994+49,516$82,808
Schwab US Large Cap Value ETF (SCHV) 1,345,286 +26,612 $80,879
     SCHV1,345,286+26,612$80,879
Vanguard Small Cap Value ETF (VBR) 555,941 +12,640 $76,203
     VBR555,941+12,640$76,203
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund (XLV) 739,745 +51,718 $75,350
     XLV739,745+51,718$75,350
iShares Core US Aggregate Bond (AGG) 670,547 +42,947 $75,349
     AGG670,547+42,947$75,349
iShares S&P Small Cap 600 Growth ETF (IJT) 385,532 +7,407 $74,523
     IJT385,532+7,407$74,523
iShares Core S&P Mid Cap (IJH) 358,949 +12,745 $73,879
     IJH358,949+12,745$73,879
iShares S&P Small Cap 600 Value ETF (IJS) 457,152 +9,774 $73,510
     IJS457,152+9,774$73,510
Verizon Communications Inc 1,158,572 +37,260 $71,136
     VZ1,158,572+37,217$71,136
Vanguard Small Cap Growth ETF (VBK) 353,671 -1,521 $70,274
     VBK353,671-1,521$70,274
iShares Edge MSCI Min Vol USA (USMV) 1,070,498 -18,888 $70,225
     USMV1,070,498-18,888$70,225
Medtronic PLC 571,841 +11,396 $64,875
     MDT571,841+11,396$64,875
The Home Depot Inc 297,005 -172,766 $64,860
     HD297,005-172,766$64,860
First Trust Low Duration Oppos ETF (LMBS) 1,221,331 +69,977 $63,265
     LMBS1,221,331+69,977$63,265
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 488,068 -54,948 $62,453
     LQD488,068-54,948$62,453
Union Pacific Corp 345,341 +13,266 $62,434
     UNP345,341+13,266$62,434
Schwab US Large Cap ETF (SCHX) 806,575 -9,604 $61,953
     SCHX806,575-9,604$61,953
iShares MSCI EAFE Small Cap (SCZ) 989,381 +4,663 $61,619
     SCZ989,381+4,663$61,619
iShares iBoxx High Yield Corporate Bd (HYG) 699,782 +45,218 $61,539
     HYG699,782+45,218$61,539

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 12/31/2019: $15,500,435
At 09/30/2019: $14,299,392

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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