$15.3 Billion is the total value of UNITED CAPITAL FINANCIAL ADVISORS, LLC's 1461 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | SPDR S&P 500 ETFput | $25,696,000 | – | 87,700 | +100.0% | 0.17% | – | |
| DD | New | DuPont de Nemours Inc | $12,473,000 | – | 166,154 | +100.0% | 0.08% | – |
| New | Becton, Dickinson and Coput | $10,962,000 | – | 43,500 | +100.0% | 0.07% | – | |
| AVLR | New | Avalara Inc | $10,671,000 | – | 147,792 | +100.0% | 0.07% | – |
| JNK | New | SPDR Blmbg Barclays High Yield Bd ETFexchange traded fund | $9,541,000 | – | 87,584 | +100.0% | 0.06% | – |
| DOW | New | Dow Inc | $8,817,000 | – | 178,810 | +100.0% | 0.06% | – |
| IDEV | New | iShares Core MSCI Intl Dev Mkts ETFexchange traded fund | $7,918,000 | – | 144,464 | +100.0% | 0.05% | – |
| JPUS | New | JPMorgan Diversified Return US Eq ETFexchange traded fund | $7,255,000 | – | 96,926 | +100.0% | 0.05% | – |
| JPGE | New | JPMorgan Diversified Return Glbl Eq ETFexchange traded fund | $6,598,000 | – | 110,830 | +100.0% | 0.04% | – |
| ALC | New | Alcon Inc Ord Shs | $5,609,000 | – | 90,392 | +100.0% | 0.04% | – |
| KL | New | Kirkland Lake Gold Ltd | $5,554,000 | – | 129,413 | +100.0% | 0.04% | – |
| CBS | New | CBS Corp Class B | $4,721,000 | – | 94,602 | +100.0% | 0.03% | – |
| CTVA | New | Corteva Inc com | $4,724,000 | – | 159,746 | +100.0% | 0.03% | – |
| CBLK | New | Carbon Black Inc | $3,484,000 | – | 208,369 | +100.0% | 0.02% | – |
| New | MDU Resources Group Incput | $3,354,000 | – | 130,000 | +100.0% | 0.02% | – | |
| New | Coca-Cola Coput | $2,902,000 | – | 57,000 | +100.0% | 0.02% | – | |
| SMLF | New | iShares Edge MSCI Mltfct USA SmCp ETFexchange traded fund | $2,935,000 | – | 72,837 | +100.0% | 0.02% | – |
| RSF | New | Rivernorth Marketplace Lendingclosed end funds | $2,803,000 | – | 137,411 | +100.0% | 0.02% | – |
| DOV | New | Dover Corp | $2,422,000 | – | 24,173 | +100.0% | 0.02% | – |
| New | IDEXX Laboratories Incput | $2,093,000 | – | 7,600 | +100.0% | 0.01% | – | |
| RHS | New | Invesco S&P 500 Eql Wt Cnsm Stapl ETFexchange traded fund | $2,200,000 | – | 16,443 | +100.0% | 0.01% | – |
| EHC | New | Encompass Health Corp | $1,933,000 | – | 30,509 | +100.0% | 0.01% | – |
| QAI | New | IQ Hedge Multi-Strategy Tracker ETFexchange traded fund | $1,892,000 | – | 62,189 | +100.0% | 0.01% | – |
| ORI | New | Old Republic International Corp | $1,851,000 | – | 82,728 | +100.0% | 0.01% | – |
| QCRH | New | QCR Holdings Inc | $1,650,000 | – | 47,316 | +100.0% | 0.01% | – |
| New | JPMorgan Chase & Coput | $1,576,000 | – | 14,100 | +100.0% | 0.01% | – | |
| FIBK | New | First Interstate BancSystem Inc | $1,312,000 | – | 33,133 | +100.0% | 0.01% | – |
| IAA | New | Iaa Inccom | $1,301,000 | – | 33,540 | +100.0% | 0.01% | – |
| GSY | New | Invesco Ultra Short Duration ETFexchange traded fund | $1,188,000 | – | 23,579 | +100.0% | 0.01% | – |
| RGLD | New | Royal Gold Inc | $1,183,000 | – | 11,604 | +100.0% | 0.01% | – |
| CLF | New | Cleveland-Cliffs Inc | $1,019,000 | – | 95,481 | +100.0% | 0.01% | – |
| ASHR | New | Xtrackers Harvest CSI 300 China A ETFexchange traded fund | $1,034,000 | – | 36,711 | +100.0% | 0.01% | – |
| IBKC | New | IBERIABANK Corp | $1,077,000 | – | 14,194 | +100.0% | 0.01% | – |
| OKTA | New | Okta Inc | $1,049,000 | – | 8,495 | +100.0% | 0.01% | – |
| PLAN | New | Anaplan Inc | $984,000 | – | 19,496 | +100.0% | 0.01% | – |
| RH | New | RH Com | $960,000 | – | 8,303 | +100.0% | 0.01% | – |
| SSNC | New | SS&C Technologies Holdings Inc | $715,000 | – | 12,409 | +100.0% | 0.01% | – |
| CYBR | New | CyberArk Software Ltd | $723,000 | – | 5,695 | +100.0% | 0.01% | – |
| FNV | New | Franco-Nevada Corp | $759,000 | – | 9,094 | +100.0% | 0.01% | – |
| New | Altria Group Incput | $701,000 | – | 14,800 | +100.0% | 0.01% | – | |
| New | NextEra Energy Incput | $695,000 | – | 3,400 | +100.0% | 0.01% | – | |
| TXRH | New | Texas Roadhouse Inc | $795,000 | – | 14,815 | +100.0% | 0.01% | – |
| CRY | New | Cryolife Inc | $786,000 | – | 26,263 | +100.0% | 0.01% | – |
| SGDM | New | Sprott Gold Miners ETFexchange traded fund | $764,000 | – | 34,717 | +100.0% | 0.01% | – |
| OLLI | New | Ollie's Bargain Outlet Holdings Inc | $827,000 | – | 9,496 | +100.0% | 0.01% | – |
| KB | New | KB Financial Group Inc | $698,000 | – | 17,691 | +100.0% | 0.01% | – |
| WST | New | West Pharmaceutical Services Inc | $777,000 | – | 6,211 | +100.0% | 0.01% | – |
| VRNT | New | Verint Systems Inc | $720,000 | – | 13,384 | +100.0% | 0.01% | – |
| AUB | New | Atlantic Union Bankshares Corp | $747,000 | – | 21,131 | +100.0% | 0.01% | – |
| NTES | New | NetEase Inc | $727,000 | – | 2,841 | +100.0% | 0.01% | – |
| WPM | New | Wheaton Precious Metals Corp | $811,000 | – | 33,544 | +100.0% | 0.01% | – |
| CEO | New | Cnooc Ltd | $573,000 | – | 3,366 | +100.0% | 0.00% | – |
| PHYS | New | Sprott Physical Gold Trustclosed end funds | $594,000 | – | 52,490 | +100.0% | 0.00% | – |
| SNPS | New | Synopsys Inc | $652,000 | – | 5,063 | +100.0% | 0.00% | – |
| RPV | New | Invesco S&P 500 Pure Value ETFexchange traded fund | $583,000 | – | 8,964 | +100.0% | 0.00% | – |
| New | SBA Communications Corpput | $675,000 | – | 3,000 | +100.0% | 0.00% | – | |
| INFY | New | Infosys Ltd | $653,000 | – | 61,023 | +100.0% | 0.00% | – |
| ARMK | New | Aramark | $605,000 | – | 16,791 | +100.0% | 0.00% | – |
| EAGG | New | Ishares Tr Esg Us Agr Bdexchange traded fund | $558,000 | – | 10,457 | +100.0% | 0.00% | – |
| SA | New | Seabridge Gold Inc | $672,000 | – | 50,000 | +100.0% | 0.00% | – |
| LNG | New | Cheniere Energy Inc | $387,000 | – | 5,655 | +100.0% | 0.00% | – |
| New | Fiserv Incput | $410,000 | – | 4,500 | +100.0% | 0.00% | – | |
| New | Mondelez International Inc Class Aput | $507,000 | – | 9,400 | +100.0% | 0.00% | – | |
| HFC | New | HollyFrontier Corp | $496,000 | – | 10,727 | +100.0% | 0.00% | – |
| FANG | New | Diamondback Energy Inc | $394,000 | – | 3,617 | +100.0% | 0.00% | – |
| WES | New | Western Midstream Partners LP | $451,000 | – | 14,654 | +100.0% | 0.00% | – |
| PBA | New | Pembina Pipeline Corp | $395,000 | – | 10,602 | +100.0% | 0.00% | – |
| EXI | New | iShares Global Industrials ETFexchange traded fund | $483,000 | – | 5,269 | +100.0% | 0.00% | – |
| TECK | New | Teck Resources Ltd | $442,000 | – | 19,177 | +100.0% | 0.00% | – |
| SRLN | New | SPDR Blackstone / GSO Senior Loan ETFexchange traded fund | $400,000 | – | 8,648 | +100.0% | 0.00% | – |
| PRA | New | ProAssurance Corp | $513,000 | – | 14,211 | +100.0% | 0.00% | – |
| New | Wal-Mart Stores Incput | $464,000 | – | 4,200 | +100.0% | 0.00% | – | |
| QDF | New | FlexShares Quality Dividend ETFexchange traded fund | $470,000 | – | 10,482 | +100.0% | 0.00% | – |
| YPF | New | Ypf Sa | $448,000 | – | 24,594 | +100.0% | 0.00% | – |
| TRP | New | TC Energy Corpcom | $534,000 | – | 10,787 | +100.0% | 0.00% | – |
| TRGP | New | Targa Resources Corp | $405,000 | – | 10,572 | +100.0% | 0.00% | – |
| New | SPDR S&P MidCap 400 ETFput | $390,000 | – | 1,100 | +100.0% | 0.00% | – | |
| PDN | New | Invesco FTSE RAFI Dev Mkts ex-US S/M ETFexchange traded fund | $388,000 | – | 13,000 | +100.0% | 0.00% | – |
| TPIC | New | Tpi Composites Inc Com | $500,000 | – | 20,233 | +100.0% | 0.00% | – |
| FMS | New | Fresenius Medical Care AG & Co. KGaA | $424,000 | – | 10,790 | +100.0% | 0.00% | – |
| New | City Holding Coput | $511,000 | – | 6,700 | +100.0% | 0.00% | – | |
| XMMO | New | Invesco Russell MidCap Pure Growth ETFexchange traded fund | $413,000 | – | 7,026 | +100.0% | 0.00% | – |
| NYMTO | New | New York Mortgage Trust Incpreferred stock | $280,000 | – | 11,420 | +100.0% | 0.00% | – |
| LOR | New | Lazard World Dividend & Incomeclosed end funds | $348,000 | – | 35,063 | +100.0% | 0.00% | – |
| KBA | New | KraneShares Bosera MSCI China A ETFexchange traded fund | $321,000 | – | 10,375 | +100.0% | 0.00% | – |
| IX | New | ORIX Corp | $288,000 | – | 3,842 | +100.0% | 0.00% | – |
| PHI | New | PLTD Incsponsored ADR | $231,000 | – | 9,307 | +100.0% | 0.00% | – |
| PGRE | New | Paramount Group Inc | $297,000 | – | 21,175 | +100.0% | 0.00% | – |
| IBDC | New | iShares iBonds Mar 2020 Term Corp ETFexchange traded fund | $231,000 | – | 8,830 | +100.0% | 0.00% | – |
| TLK | New | PT Telekomunikasi Indonesia (Persero) Tbk | $381,000 | – | 13,031 | +100.0% | 0.00% | – |
| New | Philip Morris International Incput | $353,000 | – | 4,500 | +100.0% | 0.00% | – | |
| PSXP | New | Phillips 66 Partners LP | $314,000 | – | 6,365 | +100.0% | 0.00% | – |
| POOL | New | Pool Corp | $231,000 | – | 1,211 | +100.0% | 0.00% | – |
| INVH | New | Invitation Homes Inc | $378,000 | – | 14,158 | +100.0% | 0.00% | – |
| PXF | New | Invesco FTSE RAFI Dev Mkts ex-US ETFexchange traded fund | $331,000 | – | 8,145 | +100.0% | 0.00% | – |
| New | Raytheon Coput | $261,000 | – | 1,500 | +100.0% | 0.00% | – | |
| PHO | New | Invesco Water Resources ETFexchange traded fund | $250,000 | – | 7,011 | +100.0% | 0.00% | – |
| IPGP | New | IPG Photonics Corp | $247,000 | – | 1,599 | +100.0% | 0.00% | – |
| EWX | New | Spdr S&p Emerging Mkts Small Capexchange traded fund | $268,000 | – | 6,000 | +100.0% | 0.00% | – |
| ICCH | New | ICC Holdings Inc | $277,000 | – | 20,000 | +100.0% | 0.00% | – |
| HCSG | New | Healthcare Services Group Inc | $378,000 | – | 12,468 | +100.0% | 0.00% | – |
| SPLG | New | SPDR Portfolio Large Cap ETFexchange traded fund | $282,000 | – | 8,170 | +100.0% | 0.00% | – |
| FLRN | New | SPDR Blmbg Barclays Inv Grd Flt Rt ETFexchange traded fund | $302,000 | – | 9,838 | +100.0% | 0.00% | – |
| HSBCPRA | New | HSBC Holdings PLCpreferred stock | $231,000 | – | 8,800 | +100.0% | 0.00% | – |
| HNI | New | HNI Corp | $230,000 | – | 6,500 | +100.0% | 0.00% | – |
| ONEV | New | SPDR Russell 1000 Low Vol Foc ETFexchange traded fund | $257,000 | – | 3,209 | +100.0% | 0.00% | – |
| New | Schlumberger Ltdput | $238,000 | – | 6,000 | +100.0% | 0.00% | – | |
| FBHS | New | Fortune Brands Home & Security Inc | $247,000 | – | 4,330 | +100.0% | 0.00% | – |
| NFRA | New | FlexShares STOXX Global Broad Infras ETFexchange traded fund | $254,000 | – | 4,973 | +100.0% | 0.00% | – |
| TILT | New | FlexShares Mstar US Mkt Factors Tilt ETFexchange traded fund | $241,000 | – | 2,059 | +100.0% | 0.00% | – |
| SHLX | New | Shell Midstream Partners LP | $289,000 | – | 13,948 | +100.0% | 0.00% | – |
| SNN | New | Smith & Nephew PLC | $339,000 | – | 7,863 | +100.0% | 0.00% | – |
| CEF | New | Sprott Physical Gold & Silver Tr Unitclosed end funds | $369,000 | – | 27,910 | +100.0% | 0.00% | – |
| EC | New | Ecopetrol SA | $308,000 | – | 16,851 | +100.0% | 0.00% | – |
| EQM | New | EQM Midstream Partners LP | $310,000 | – | 6,946 | +100.0% | 0.00% | – |
| DLB | New | Dolby Laboratories Inc | $255,000 | – | 3,942 | +100.0% | 0.00% | – |
| UBER | New | Uber Technologies Inc | $242,000 | – | 5,208 | +100.0% | 0.00% | – |
| CBRL | New | Cracker Barrel Old Country Store Inc | $311,000 | – | 1,821 | +100.0% | 0.00% | – |
| CXO | New | Concho Resources Inc | $355,000 | – | 3,443 | +100.0% | 0.00% | – |
| UHS | New | Universal Health Services Inc | $231,000 | – | 1,768 | +100.0% | 0.00% | – |
| PSF | New | Cohen & Steers Select Pref & Incomeclosed end funds | $311,000 | – | 11,046 | +100.0% | 0.00% | – |
| BLV | New | Vanguard Long-Term Bond ETFexchange traded fund | $230,000 | – | 2,374 | +100.0% | 0.00% | – |
| SNP | New | China Petroleum & Chemical Corp | $233,000 | – | 3,421 | +100.0% | 0.00% | – |
| CSFL | New | CenterState Bank Corp | $314,000 | – | 13,625 | +100.0% | 0.00% | – |
| CP | New | Canadian Pacific Railway Ltd | $259,000 | – | 1,100 | +100.0% | 0.00% | – |
| New | CSX Corpput | $309,000 | – | 4,000 | +100.0% | 0.00% | – | |
| New | Verizon Communications Incput | $246,000 | – | 4,300 | +100.0% | 0.00% | – | |
| BMA | New | Banco Macro SA | $283,000 | – | 3,884 | +100.0% | 0.00% | – |
| ARCT | New | Arcturus Therapeutics Ltd | $258,000 | – | 27,300 | +100.0% | 0.00% | – |
| AM | New | Antero Midstream Corp | $366,000 | – | 31,935 | +100.0% | 0.00% | – |
| PUTW | New | WisdomTree CBOE S&P500 PutWriteStrat ETFexchange traded fund | $351,000 | – | 12,757 | +100.0% | 0.00% | – |
| ZTO | New | ZTO Express (Cayman) Inc | $361,000 | – | 18,906 | +100.0% | 0.00% | – |
| ALLE | New | Allegion PLC | $230,000 | – | 2,085 | +100.0% | 0.00% | – |
| AMCR | New | Amcor Plc Com Usd0.01 | $240,000 | – | 20,926 | +100.0% | 0.00% | – |
| AY | New | Atlantica yield plc | $301,000 | – | 13,406 | +100.0% | 0.00% | – |
| New | Alphabet Inc Cput | $324,000 | – | 300 | +100.0% | 0.00% | – | |
| NCZ | New | AllianzGI Convertible & Inc IIclosed end funds | $238,000 | – | 47,103 | +100.0% | 0.00% | – |
| AEM | New | Agnico Eagle Mines Ltd | $234,000 | – | 4,574 | +100.0% | 0.00% | – |
| WBIT | New | Absolute Shs Tr Wbi Bulbear Trexchange traded fund | $343,000 | – | 16,600 | +100.0% | 0.00% | – |
| WBIL | New | WBI BullBear Quality 1000 ETFexchange traded fund | $358,000 | – | 13,168 | +100.0% | 0.00% | – |
| WBIE | New | WBI BullBear Rising Income 1000 ETFexchange traded fund | $274,000 | – | 10,250 | +100.0% | 0.00% | – |
| ARKQ | New | ARK Industrial Innovation ETFexchange traded fund | $246,000 | – | 7,297 | +100.0% | 0.00% | – |
| New | AT&T Incput | $257,000 | – | 7,800 | +100.0% | 0.00% | – | |
| MELI | New | MercadoLibre Inc | $351,000 | – | 574 | +100.0% | 0.00% | – |
| MLCO | New | Melco Resorts & Entertainment | $248,000 | – | 11,416 | +100.0% | 0.00% | – |
| New | Micro Focus International PLC | $242,000 | – | 9,223 | +100.0% | 0.00% | – | |
| MLHR | New | Herman Miller Inc | $248,000 | – | 5,549 | +100.0% | 0.00% | – |
| MBT | New | Mobile TeleSystems PJSC | $332,000 | – | 35,663 | +100.0% | 0.00% | – |
| MHK | New | Mohawk Industries Inc | $257,000 | – | 1,746 | +100.0% | 0.00% | – |
| MAIN | New | Main Street Capital Corp | $255,000 | – | 6,209 | +100.0% | 0.00% | – |
| FEX | New | First Trust Large Cap Core AlphaDEX ETFexchange traded fund | $204,000 | – | 3,328 | +100.0% | 0.00% | – |
| BHC | New | Bausch Health Companies Inc | $222,000 | – | 8,820 | +100.0% | 0.00% | – |
| FMX | New | Fomento Economico Mexicano SAB de CV | $206,000 | – | 2,146 | +100.0% | 0.00% | – |
| GWPH | New | GW Pharmaceuticals PLC | $208,000 | – | 1,205 | +100.0% | 0.00% | – |
| BBD | New | Banco Bradesco Sa | $153,000 | – | 15,568 | +100.0% | 0.00% | – |
| ACBI | New | Atlantic Capital Bancshares Inc | $171,000 | – | 10,000 | +100.0% | 0.00% | – |
| RGA | New | Reinsurance Group of America Inc | $201,000 | – | 1,287 | +100.0% | 0.00% | – |
| DOX | New | Amdocs Ltd | $203,000 | – | 3,270 | +100.0% | 0.00% | – |
| BPY | New | Brookfield Property Partners LP | $192,000 | – | 10,135 | +100.0% | 0.00% | – |
| New | Alphabet Inc Aput | $217,000 | – | 200 | +100.0% | 0.00% | – | |
| AGI | New | Alamos Gold Inc | $181,000 | – | 30,004 | +100.0% | 0.00% | – |
| ST | New | Sensata Technologies Hldng Plc Shs | $210,000 | – | 4,282 | +100.0% | 0.00% | – |
| TPYP | New | Tortoise North American Pipelineexchange traded fund | $215,000 | – | 9,000 | +100.0% | 0.00% | – |
| UGP | New | Ultrapar Participacoes SA | $85,000 | – | 16,307 | +100.0% | 0.00% | – |
| MVC | New | MVC Capital Inc | $92,000 | – | 10,000 | +100.0% | 0.00% | – |
| New | Walt Disney Coput | $168,000 | – | 1,200 | +100.0% | 0.00% | – | |
| TS | New | Tenaris SA ADR | $222,000 | – | 8,420 | +100.0% | 0.00% | – |
| NMI | New | Nuveen Municipal Incomeclosed end funds | $149,000 | – | 13,260 | +100.0% | 0.00% | – |
| TGE | New | Tallgrass Energy LP | $209,000 | – | 9,918 | +100.0% | 0.00% | – |
| CDXS | New | Codexis Inc | $190,000 | – | 10,291 | +100.0% | 0.00% | – |
| ETV | New | EV Tax-Managed Buy-Write Oppsclosed end funds | $226,000 | – | 15,030 | +100.0% | 0.00% | – |
| ETW | New | EV Tax-Managed Glb B-W Oppsclosed end funds | $112,000 | – | 11,396 | +100.0% | 0.00% | – |
| ENLC | New | EnLink Midstream LLC | $126,000 | – | 12,496 | +100.0% | 0.00% | – |
| ENOB | New | Enochian BioSciences Inc | $105,000 | – | 23,400 | +100.0% | 0.00% | – |
| EFX | New | Equifax Inc | $208,000 | – | 1,536 | +100.0% | 0.00% | – |
| STM | New | STMicroelectronics NV | $229,000 | – | 12,973 | +100.0% | 0.00% | – |
| CE | New | Celanese Corp | $202,000 | – | 1,902 | +100.0% | 0.00% | – |
| FEYE | New | FireEye Inc | $191,000 | – | 12,881 | +100.0% | 0.00% | – |
| CCMP | New | Cabot Microelectronics Corp | $206,000 | – | 1,874 | +100.0% | 0.00% | – |
| FHN | New | First Horizon National Corp | $151,000 | – | 10,102 | +100.0% | 0.00% | – |
| SVRA | New | Savara Inc | $61,000 | – | 25,782 | +100.0% | 0.00% | – |
| New | PSEC 4.750 04/15/20 CVTconvertible bonds | $25,000 | – | 25,000 | +100.0% | 0.00% | – | |
| DARE | New | Dare Bioscience Inc | $9,000 | – | 10,250 | +100.0% | 0.00% | – |
| TGB | New | Taseko Mines Ltd | $54,000 | – | 102,000 | +100.0% | 0.00% | – |
| TTPH | New | Tetraphase Pharmaceuticals Inc | $7,000 | – | 15,400 | +100.0% | 0.00% | – |
| CNTTQ | New | Canntrust Hldgs Inc | $74,000 | – | 14,721 | +100.0% | 0.00% | – |
| LEE | New | Lee Enterprises Inc | $56,000 | – | 25,000 | +100.0% | 0.00% | – |
| New | PDL BioPharma 2.750 12/01/21 CVTconvertible bonds | $38,000 | – | 37,000 | +100.0% | 0.00% | – | |
| New | Fluidigm 2.750 02/01/34 '21 CVTconvertible bonds | $23,000 | – | 24,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Index | 45 | Q2 2024 | 6.0% |
| APPLE INC. CMN | 45 | Q2 2024 | 3.5% |
| ISHARES TR CORE MSCI EAFE | 45 | Q2 2024 | 3.7% |
| VANGUARD INDEX FUNDS - VANGUAR VANGUARD GROWTH ETF | 45 | Q2 2024 | 2.9% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 45 | Q2 2024 | 6.2% |
| ISHARES TRUST ISHARES 5-10 YEA CMN | 45 | Q2 2024 | 2.4% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 45 | Q2 2024 | 1.8% |
| ISHARES TRUST - ISHARES MBS ETF | 45 | Q2 2024 | 1.9% |
| MICROSOFT CORPORATION CMN | 45 | Q2 2024 | 2.3% |
| VANGUARD SHORT-TERM BOND ETF | 45 | Q2 2024 | 4.9% |
View UNITED CAPITAL FINANCIAL ADVISORS, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | February 14, 2013 | 595,666 | 5.4% |
View UNITED CAPITAL FINANCIAL ADVISORS, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-05 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
View UNITED CAPITAL FINANCIAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.