UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q3 2019
Top Holdings1,308 positions
ISHARES TR | 20.4M | $537.9M | 3.8% | $21.01 | +5.14% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.4M | $430.1M | 3.0% | $254.45 | +5.60% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2.1M | $355.2M | 2.5% | $24.88 | +6.78% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 3.1M | $348.1M | 2.4% | $89.55 | +4.84% | 3 qtrssince 2019-Q1 | Increased 54 |
APPLE INC | 1.5M | $345M | 2.4% | $45.26 | +18.73% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.6M | $341.8M | 2.4% | $49.00 | +2.11% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.5M | $316.2M | 2.2% | $41.82 | +6.82% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 5M | $243.7M | 1.7% | $42.42 | -4.65% | 3 qtrssince 2019-Q1 | Decreased 0 |
DBX ETF TR | 7.4M | $237.9M | 1.7% | $22.19 | +5.75% | 3 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2M | $218.1M | 1.5% | $84.99 | +3.32% | 3 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.1M | $158.3M | 1.1% | $111.59 | +17.15% | 3 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 1.6M | $146.1M | 1.0% | $75.08 | +12.13% | 3 qtrssince 2019-Q1 | Decreased 0 |
STARBUCKS CORP | 1.6M | $142M | 1.0% | $63.11 | +19.86% | 3 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.3M | $121.2M | 0.8% | $66.95 | +7.71% | 3 qtrssince 2019-Q1 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 374,142 | $111M | 0.8% | $254.43 | +5.54% | 3 qtrssince 2019-Q1 | Increased 46 |
SCHWAB STRATEGIC TR | 1.9M | $110M | 0.8% | $20.90 | +4.17% | 3 qtrssince 2019-Q1 | Increased 44 |
HOME DEPOT INC | 469,771 | $109M | 0.8% | $164.21 | +18.85% | 3 qtrssince 2019-Q1 | Increased 49 |
EXXON MOBIL CORP | 1.5M | $108.2M | 0.8% | $57.67 | -10.23% | 3 qtrssince 2019-Q1 | Increased 42 |
PEPSICO INC | 772,196 | $105.9M | 0.7% | $97.16 | +13.25% | 3 qtrssince 2019-Q1 | Decreased 0 |
CISCO SYS INC | 2M | $97.4M | 0.7% | $43.36 | -7.37% | 3 qtrssince 2019-Q1 | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $14.3B across 1308 positions as of Q3 2019. Top holdings: GOVT (3.8%), IVV (3.0%), VUG (2.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 106 new positions, 251 exits, 382 increased. Top move: VTV (INCREASED, conviction 54). Portfolio: $14.3B across 1308 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR