HoldingsChannel.com
United Capital Financial Advisers LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
iShares US Treasury Bond (GOVT) 21,169,222 +1,802,279 $546,378
     GOVT21,169,222+1,802,279$546,378
iShares Core S&P 500 (IVV) 1,806,625 +193,432 $532,503
     IVV1,806,625+193,432$532,503
iShares Core MSCI EAFE (IEFA) 6,297,512 +269,339 $386,667
     IEFA6,297,512+269,339$386,667
Vanguard Growth ETF (VUG) 2,169,361 +18,697 $354,452
     VUG2,169,361+18,697$354,452
Ishares Tr Intrm Tr Crp Etf (IGIB) 6,066,696 +198,475 $345,498
     IGIB6,066,696+198,475$345,498
Vanguard Value ETF (VTV) 3,089,504 +75,457 $342,688
     VTV3,089,504+75,457$342,688
Apple Inc 1,573,112 +24,288 $311,350
     AAPL1,573,112+24,288$311,350
iShares Core MSCI Emerging Markets ETF (IEMG) 5,249,322 +314,963 $270,025
     IEMG5,249,322+314,963$270,025
SPDR Blmbg Barclays 1 3 Mth T Bill ETF (BIL) 2,853,974 +2,269,893 $261,453
     BIL2,853,974+2,269,893$261,453
Xtrackers MSCI EAFE Hedged Equity ETF (DBEF) 7,397,019 +144,762 $233,820
     DBEF7,397,019+144,762$233,820
iShares MBS (MBB) 2,155,028 +25,668 $231,881
     MBB2,155,028+25,668$231,881
Microsoft Corp 1,262,003 +120,309 $169,058
     MSFT1,262,003+120,309$169,058
iShares 1 3 Year Treasury Bond (SHY) 1,749,273 -657,832 $148,303
     SHY1,749,273-657,832$148,303
Starbucks Corp 1,690,414 +8,948 $141,707
     SBUX1,690,414+8,948$141,707
Nike Inc B 1,599,868 +6,980 $134,309
     NKE1,599,868+6,980$134,309
Exxon Mobil Corp 1,528,372 +108,565 $117,119
     XOM1,528,372+108,565$117,119
Cisco Systems Inc 2,077,253 +57,001 $113,688
     CSCO2,077,253+57,001$113,688
Schwab US TIPS ETF (SCHP) 1,884,494 +30,791 $106,116
     SCHP1,884,494+30,791$106,116
iShares iBoxx High Yield Corporate Bd (HYG) 1,213,781 +117,880 $105,817
     HYG1,213,781+117,880$105,817
PepsiCo Inc 802,626 +20,116 $105,248
     PEP802,626+20,116$105,248
Vanguard REIT ETF (VNQ) 1,104,730 -393,419 $96,553
     VNQ1,104,730-393,419$96,553
Chevron Corp 766,035 +15,097 $95,325
     CVX766,035+13,097$95,325
iShares Core US Aggregate Bond (AGG) 851,995 +461,713 $94,870
     AGG851,995+461,713$94,870
Visa Inc Class A 542,915 +6,703 $94,223
     V542,915+6,703$94,223
iShares Floating Rate Bond ETF (FLOT) 1,796,704 +49,371 $91,506
     FLOT1,796,704+49,371$91,506
Berkshire Hathaway Inc B      $90,760
     BRK.B412,323+28,088$87,895
     BRK.A9+2$2,865
iShares Edge MSCI Min Vol USA (USMV) 1,420,571 +129,215 $87,692
     USMV1,420,571+129,215$87,692
JPMorgan Chase & Co      $87,298
     JPM794,935+46,014$88,874
     Put14,100UNCH$1,576
Johnson & Johnson 615,232 +44,064 $85,689
     JNJ615,232+44,064$85,689
The Home Depot Inc 405,634 -63,877 $84,360
     HD405,634-63,877$84,360
Vanguard Total International Bond ETF (BNDX) 1,446,909 +12,793 $82,908
     BNDX1,446,909+12,793$82,908
iShares Core S&P Total US Stock Mkt ETF (ITOT) 1,200,197 +479,928 $79,969
     ITOT1,200,197+479,928$79,969
Alphabet Inc A      $78,357
     GOOGL72,566+2,270$78,574
     Put200UNCH$217
Walt Disney Co      $78,225
     DIS561,394+46,006$78,393
     Put1,200+1,200$168
iShares Core S&P Mid Cap (IJH) 388,564 +7,295 $75,482
     IJH388,564+7,295$75,482
SPDR S&P 500 ETF (SPY)      $75,023
     SPY343,752-47,742$100,719
     Put87,700+40,800$25,696
Schwab US Large Cap Growth ETF (SCHG) 884,676 +38,396 $73,614
     SCHG884,676+38,396$73,614
iShares iBoxx Investment Grade Corporate Bond ETF (LQD) 579,847 +9,574 $72,116
     LQD579,847+9,574$72,116
Procter & Gamble Co 654,671 +40,875 $71,785
     PG654,671+40,875$71,785
Alphabet Inc C      $70,290
     GOOG65,328+608$70,614
     Put300+100$324
Schwab US Large Cap Value ETF (SCHV) 1,242,049 +91,833 $69,729
     SCHV1,242,049+91,833$69,729
Vanguard Total Stock Market ETF (VTI) 462,694 +24,925 $69,446
     VTI462,694+24,925$69,446
iShares TIPS Bond (TIP) 587,310 +316,464 $67,828
     TIP587,310+316,464$67,828
iShares S&P Small Cap 600 Growth ETF (IJT) 368,572 +11,120 $67,257
     IJT368,572+11,120$67,257
Vanguard Small Cap Value ETF (VBR) 508,624 +16,806 $66,396
     VBR508,624+16,806$66,396
Vanguard Small Cap Growth ETF (VBK) 355,111 +5,299 $66,125
     VBK355,111+5,299$66,125
Verizon Communications Inc      $65,069
     VZ1,143,262+38,416$65,315
     Put4,300UNCH$246
iShares S&P Small Cap 600 Value ETF (IJS) 436,649 +12,435 $64,895
     IJS436,649+12,435$64,895
Vanguard FTSE Developed Markets ETF (VEA) 1,543,263 +99,460 $64,370
     VEA1,543,263+99,460$64,370
Union Pacific Corp 372,591 +1,329 $63,009
     UNP372,591+1,329$63,009

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 06/30/2019: $15,296,537
At 03/31/2019: $14,224,668

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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