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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

UNITED CAPITAL FINANCIAL ADVISERS, LLC INSTITUTION : UNITED CAPITAL FINANCIAL ADVISERS, LLC
UNITED CAPITAL FINANCIAL ADVISERS, LLC Portfolio (reported on 2020-02-14)
Company (links to holding history) Ticker Value On
2019-12-31
No of Shares % of portfolio
iShares US Treasury Bond    (Exchange Traded Fund) GOVT 513,910,000 19,811,496 3.31%
iShares Core S&P 500    (Exchange Traded Fund) IVV 454,213,000 1,405,189 2.93%
Apple Inc    (Common Stock) AAPL 452,877,000 1,539,858 2.92%
Vanguard Growth ETF    (Exchange Traded Fund) VUG 385,297,000 2,115,039 2.48%
Vanguard Value ETF    (Exchange Traded Fund) VTV 372,199,000 3,105,537 2.40%
iShares Core MSCI EAFE    (Exchange Traded Fund) IEFA 365,193,000 5,597,693 2.35%
Ishares Tr Intrm Tr Crp Etf    (Exchange Traded Fund) CIU 318,246,000 5,488,900 2.05%
iShares Core MSCI Emerging Markets ETF    (Exchange Traded Fund) IEMG 273,076,000 5,079,531 1.76%
Xtrackers MSCI EAFE Hedged Equity ETF    (Exchange Traded Fund) DBEF 239,470,000 7,089,107 1.54%
iShares MBS    (Exchange Traded Fund) MBB 227,151,000 2,102,082 1.46%
Microsoft Corp    (Common Stock) MSFT 206,174,000 1,307,383 1.33%
Nike Inc B    (Common Stock) NKE 154,915,000 1,529,119 0.99%
Starbucks Corp    (Common Stock) SBUX 149,192,000 1,696,904 0.96%
Cisco Systems Inc    (Common Stock) CSCO 137,830,000 2,873,857 0.88%
SPDR S&P 500 ETF    (Exchange Traded Fund) SPY 127,624,000 392,562 0.82%
Schwab US TIPS ETF    (Exchange Traded Fund) SCHP 112,607,000 1,988,472 0.72%
PepsiCo Inc    (Common Stock) PEP 109,720,000 802,807 0.70%
Vanguard REIT ETF    (Exchange Traded Fund) VNQ 107,872,000 1,162,534 0.69%
Exxon Mobil Corp    (Common Stock) XOM 105,226,000 1,507,963 0.67%
JPMorgan Chase & Co    (Common Stock) JPM 102,464,000 735,033 0.66%
Visa Inc Class A    (Common Stock) V 102,464,000 545,309 0.66%
Alphabet Inc A    (Common Stock) GOOGL 97,135,000 72,522 0.62%
Berkshire Hathaway Inc B    (Common Stock) BRK/B 97,103,000 428,710 0.62%
Chevron Corp    (Common Stock) CVX 92,881,000 770,734 0.59%
Walt Disney Co    (Common Stock) DIS 90,755,000 627,495 0.58%
Johnson & Johnson    (Common Stock) JNJ 90,406,000 619,769 0.58%
Schwab US Large-Cap Growth ETF    (Exchange Traded Fund) SCHG 86,283,000 928,676 0.55%
Schwab International Equity ETF    (Exchange Traded Fund) SCHF 86,129,000 2,561,079 0.55%
Vanguard Total International Bond ETF    (Exchange Traded Fund) BNDX 85,934,000 1,518,797 0.55%
Alphabet Inc C    (Common Stock) GOOG 84,940,000 63,529 0.54%
Mastercard Inc A    (Common Stock) MA 84,473,000 282,907 0.54%
Procter & Gamble Co    (Common Stock) PG 82,808,000 662,994 0.53%
Schwab US Large-Cap Value ETF    (Exchange Traded Fund) SCHV 80,879,000 1,345,286 0.52%
Becton, Dickinson and Co    (Common Stock) BDX 80,059,000 209,030 0.51%
Vanguard Small-Cap Value ETF    (Exchange Traded Fund) VBR 76,203,000 555,941 0.49%
Select Sector Spdr Trust The Health Care Select Sector Spdr Fund    (Exchange Traded Fund) XLV 75,350,000 739,745 0.48%
iShares Core US Aggregate Bond    (Exchange Traded Fund) AGG 75,349,000 670,547 0.48%
iShares S&P Small-Cap 600 Growth ETF    (Exchange Traded Fund) IJT 74,523,000 385,532 0.48%
iShares Core S&P Mid-Cap    (Exchange Traded Fund) IJH 73,879,000 358,949 0.47%
iShares S&P Small-Cap 600 Value ETF    (Exchange Traded Fund) IJS 73,510,000 457,152 0.47%
Verizon Communications Inc    (Common Stock) VZ 71,136,000 1,158,572 0.45%
Vanguard Small-Cap Growth ETF    (Exchange Traded Fund) VBK 70,274,000 353,671 0.45%
iShares Edge MSCI Min Vol USA    (Exchange Traded Fund) USMV 70,225,000 1,070,498 0.45%
Medtronic PLC    (Common Stock) MDT 64,875,000 571,841 0.41%
The Home Depot Inc    (Common Stock) HD 64,860,000 297,005 0.41%
First Trust Low Duration Oppos ETF    (Exchange Traded Fund) LMBS 63,265,000 1,221,331 0.40%
iShares iBoxx $ Investment Grade Corporate Bond ETF    (Exchange Traded Fund) LQD 62,453,000 488,068 0.40%
Union Pacific Corp    (Common Stock) UNP 62,434,000 345,341 0.40%
Schwab US Large-Cap ETF    (Exchange Traded Fund) SCHX 61,953,000 806,575 0.39%
iShares MSCI EAFE Small-Cap    (Exchange Traded Fund) SCZ 61,619,000 989,381 0.39%
iShares iBoxx $ High Yield Corporate Bd    (Exchange Traded Fund) HYG 61,539,000 699,782 0.39%
AT&T Inc    (Common Stock) T 59,999,000 1,535,297 0.38%
Vanguard Total Stock Market ETF    (Exchange Traded Fund) VTI 59,043,000 360,855 0.38%
Vanguard FTSE Developed Markets ETF    (Exchange Traded Fund) VEA 58,950,000 1,337,959 0.38%
Wal-Mart Stores Inc    (Common Stock) WMT 58,014,000 488,173 0.37%
Abbott Laboratories    (Common Stock) ABT 57,690,000 664,171 0.37%
First Trust Enhanced Short Maturity ETF    (Exchange Traded Fund) FTSM 56,691,000 943,442 0.36%
QUALCOMM Inc    (Common Stock) QCOM 54,400,000 616,565 0.35%
PIMCO Enhanced Short Maturity Active ETF    (Exchange Traded Fund) MINT 54,383,000 535,319 0.35%
Amazon.com Inc    (Common Stock) AMZN 53,675,000 28,553 0.34%
Amgen Inc    (Common Stock) AMGN 53,460,000 221,759 0.34%
Intel Corp    (Common Stock) INTC 53,217,000 889,178 0.34%
PACCAR Inc    (Common Stock) PCAR 52,926,000 669,098 0.34%
Texas Instruments Inc    (Common Stock) TXN 51,378,000 400,483 0.33%
iShares S&P 500 Growth    (Exchange Traded Fund) IVW 50,954,000 263,139 0.32%
Costco Wholesale Corp    (Common Stock) COST 50,707,000 172,521 0.32%
United Technologies Corp    (Common Stock) UTX 48,717,000 325,298 0.31%
Vanguard Intmdt-Term Trs ETF    (Exchange Traded Fund) VGIT 47,606,000 722,391 0.30%
International Business Machines Corp    (Common Stock) IBM 47,377,000 353,457 0.30%
CVS Health Corp    (Common Stock) CVS 47,328,000 637,072 0.30%
AbbVie Inc    (Common Stock) ABBV 47,023,000 531,090 0.30%
Technology Select Sector SPDR ETF    (Exchange Traded Fund) XLK 46,988,000 512,573 0.30%
Novo Nordisk A/S    (Common Stock) NVO 46,898,000 810,263 0.30%
iShares S&P 500 Value    (Exchange Traded Fund) IVE 46,847,000 360,111 0.30%
Financial Select Sector SPDR ETF    (Exchange Traded Fund) XLF 46,678,000 1,516,520 0.30%
Schwab US Broad Market ETF    (Exchange Traded Fund) SCHB 46,639,000 606,652 0.30%
Facebook Inc A    (Common Stock) FB 46,449,000 226,304 0.29%
CME Group Inc Class A    (Common Stock) CME 46,237,000 230,358 0.29%
3M Co    (Common Stock) MMM 45,198,000 256,196 0.29%
Schwab Emerging Markets Equity ETF    (Exchange Traded Fund) SCHE 44,293,000 1,618,322 0.28%
Boeing Co    (Common Stock) BA 43,453,000 133,390 0.28%
Schwab US Aggregate Bond ETF    (Exchange Traded Fund) SCHZ 43,338,000 811,124 0.27%
Danaher Corp    (Common Stock) DHR 42,952,000 279,852 0.27%
SPDR S&P Dividend ETF    (Exchange Traded Fund) SDY 42,545,000 395,514 0.27%
Bristol-Myers Squibb Company    (Common Stock) BMY 42,228,000 657,865 0.27%
iShares MSCI EAFE    (Exchange Traded Fund) EFA 41,890,000 603,249 0.27%
Consumer Staples Select Sector SPDR ETF    (Exchange Traded Fund) XLP 41,088,000 652,404 0.26%
iShares Core S&P Small-Cap    (Exchange Traded Fund) IJR 40,862,000 487,324 0.26%
Oracle Corp    (Common Stock) ORCL 40,759,000 769,330 0.26%
Communication Services Sel Sect SPDRETF    (Exchange Traded Fund) 40,502,000 755,212 0.26%
Invesco QQQ Trust    (Exchange Traded Fund) 38,379,000 180,511 0.24%
iShares Core S&P Total US Stock Mkt ETF    (Exchange Traded Fund) ISI 38,307,000 526,994 0.24%
BlackRock Inc    (Common Stock) BLK 38,042,000 75,676 0.24%
iShares Edge MSCI Min Vol EAFE ETF    (Exchange Traded Fund) EFAV 37,870,000 508,046 0.24%
Accenture PLC A    (Common Stock) ACN 37,598,000 178,555 0.24%
Industrial Select Sector SPDR ETF    (Exchange Traded Fund) XLI 37,528,000 460,630 0.24%
Materials Select Sector SPDR ETF    (Exchange Traded Fund) XLB 37,430,000 609,414 0.24%
Select Sector Spdr Fund Shs Ben Consumer Discretionary    (Exchange Traded Fund) XLY 37,285,000 297,281 0.24%
Ishares Tr Sh Tr Crport Etf    (Exchange Traded Fund) CSJ 37,231,000 694,220 0.24%
iShares Russell 2000    (Exchange Traded Fund) IWM 36,131,000 218,091 0.23%
Invesco BulletShares 2020 HY Corp Bd ETF    (Exchange Traded Fund) 34,756,000 1,452,419 0.22%
SAP SE ADR    (Common Stock) SAP 33,776,000 252,076 0.21%
Select Sector Spdr Trust The Utilities Select Sector Spdr Trust    (Exchange Traded Fund) XLU 33,517,000 518,686 0.21%
American Tower Corp    (Common Stock) AMT 32,988,000 143,537 0.21%
Merck & Co Inc    (Common Stock) MRK 32,512,000 357,473 0.20%
Biogen Inc    (Common Stock) BIIB 31,799,000 107,165 0.20%
Gilead Sciences Inc    (Common Stock) GILD 31,679,000 487,519 0.20%
Thermo Fisher Scientific Inc    (Common Stock) TMO 31,357,000 96,522 0.20%
Taiwan Semiconductor Manufacturing Co Ltd    (Common Stock) TSM 31,301,000 538,751 0.20%
iShares National Muni Bond ETF    (Exchange Traded Fund) MUB 31,120,000 273,197 0.20%
Wells Fargo & Co    (Common Stock) WFC 30,872,000 573,832 0.19%
Cerner Corp    (Common Stock) CERN 30,351,000 413,560 0.19%
Schwab US Small-Cap ETF    (Exchange Traded Fund) SCHA 30,249,000 399,911 0.19%
Bank of America Corporation    (Common Stock) BAC 29,456,000 836,340 0.19%
First Trust Dow Jones Internet ETF    (Exchange Traded Fund) FDN 29,395,000 211,292 0.18%
iShares Floating Rate Bond ETF    (Exchange Traded Fund) FLOT 29,166,000 572,785 0.18%
Lowe's Companies Inc    (Common Stock) LOW 28,838,000 240,799 0.18%
Broadcom Inc Com    (Common Stock) 28,619,000 90,562 0.18%
Invesco BulletShares 2021 HY Corp Bd ETF    (Exchange Traded Fund) 28,537,000 1,156,743 0.18%
Vanguard FTSE Emerging Markets ETF    (Exchange Traded Fund) VWO 28,526,000 641,457 0.18%
Highland Income Fund    (Closed End Funds) 28,420,000 2,286,389 0.18%
Kinder Morgan Inc P    (Common Stock) KMI 28,091,000 1,326,945 0.18%
Westinghouse Air Brake Technologies Corp    (Common Stock) WAB 27,863,000 358,139 0.17%
UnitedHealth Group Inc    (Common Stock) UNH 27,625,000 93,970 0.17%
CSX Corp    (Common Stock) CSX 27,511,000 376,243 0.17%
WisdomTree SmallCap Dividend ETF    (Exchange Traded Fund) DES 27,462,000 957,532 0.17%
Macquarie Infrastructure Corp    (Common Stock) MIC 27,450,000 640,749 0.17%
iShares MSCI ACWI    (Exchange Traded Fund) ACWI 27,033,000 341,112 0.17%
Fidelity Dividend ETF for Rising Rates    (Exchange Traded Fund) 26,965,000 764,957 0.17%
Synchrony Financial    (Common Stock) SYF 26,902,000 747,080 0.17%
iShares Russell 1000 Growth    (Exchange Traded Fund) IWF 26,843,000 152,585 0.17%
Expeditors International of Washington Inc    (Common Stock) EXPD 26,741,000 342,749 0.17%
Fidelity National Information Services Inc    (Common Stock) FIS 26,615,000 191,353 0.17%
XPO Logistics Inc    (Common Stock) XPO 26,556,000 333,197 0.17%
iShares Russell 1000 Value    (Exchange Traded Fund) IWD 26,282,000 192,573 0.16%
C.H. Robinson Worldwide Inc    (Common Stock) CHRW 25,920,000 331,459 0.16%
Arthur J. Gallagher & Co    (Common Stock) AJG 25,887,000 271,837 0.16%
Illinois Tool Works Inc    (Common Stock) ITW 25,832,000 143,804 0.16%
SPDR Portfolio Aggregate Bond ETF    (Exchange Traded Fund) LAG 25,813,000 878,593 0.16%
Vanguard FTSE All-World ex-US Sm-Cp ETF    (Exchange Traded Fund) VSS 25,652,000 230,890 0.16%
iShares 1-3 Year Treasury Bond    (Exchange Traded Fund) SHY 25,603,000 302,530 0.16%
Vanguard Dividend Appreciation ETF    (Exchange Traded Fund) VIG 25,252,000 202,571 0.16%
iShares Core MSCI Total Intl Stk ETF    (Exchange Traded Fund) IXUS 25,224,000 407,504 0.16%
Thor Industries Inc    (Common Stock) THO 25,175,000 338,881 0.16%
Schwab Short-Term US Treasury ETF    (Exchange Traded Fund) SCHO 25,107,000 497,365 0.16%
Southern Co    (Common Stock) SO 25,025,000 392,861 0.16%
Eaton Corp PLC    (Common Stock) ETN 24,902,000 262,902 0.16%
Xilinx Inc    (Common Stock) XLNX 24,862,000 254,287 0.16%
Walgreen Boots Alliance Inc Com    (Common Stock) WBA 24,723,000 419,315 0.15%
Ross Stores Inc    (Common Stock) ROST 24,688,000 212,060 0.15%
Coca-Cola Co    (Common Stock) KO 24,314,000 382,850 0.15%
iShares JPMorgan USD Emerg Markets Bond    (Exchange Traded Fund) EMB 24,248,000 211,660 0.15%
iShares Russell 3000    (Exchange Traded Fund) IWV 24,135,000 128,046 0.15%
iShares Core International Aggt Bd ETF    (Exchange Traded Fund) 23,944,000 437,022 0.15%
iShares Preferred&Income Securities ETF    (Exchange Traded Fund) PFF 23,871,000 635,029 0.15%
ALPS Sector Dividend Dogs ETF    (Exchange Traded Fund) SDOG 23,804,000 508,298 0.15%
Cognizant Technology Solutions Corp A    (Common Stock) CTSH 23,777,000 383,373 0.15%
Pfizer Inc    (Common Stock) PFE 23,745,000 606,038 0.15%
Lear Corp    (Common Stock) LEA 23,661,000 172,456 0.15%
SPDR Blmbg Barclays High Yield Bd ETF    (Exchange Traded Fund) 23,509,000 214,617 0.15%
American Express Co    (Common Stock) AXP 23,150,000 185,962 0.14%
ONEOK Inc    (Common Stock) OKE 22,952,000 303,315 0.14%
Ball Corp    (Common Stock) BLL 22,824,000 352,930 0.14%
Enterprise Products Partners LP    (Common Stock) EPD 22,806,000 809,862 0.14%
Emerson Electric Co    (Common Stock) EMR 22,768,000 298,553 0.14%
Dollar General Corp    (Common Stock) DG 22,547,000 144,553 0.14%
Vanguard Small-Cap ETF    (Exchange Traded Fund) VB 22,517,000 136,250 0.14%
STERIS PLC    (Common Stock) 22,513,000 147,701 0.14%
SPDR S&P Emerging Markets ETF    (Exchange Traded Fund) GMM 22,487,000 598,208 0.14%
Republic Services Inc    (Common Stock) RSG 22,345,000 249,303 0.14%
Invesco High Yield Eq Div Achiev ETF    (Exchange Traded Fund) 22,226,000 1,170,385 0.14%
Sherwin-Williams Co    (Common Stock) SHW 22,177,000 38,004 0.14%
Nasdaq Inc    (Common Stock) NDAQ 22,162,000 206,929 0.14%
Clorox Co    (Common Stock) CLX 22,011,000 143,355 0.14%
Lockheed Martin Corp    (Common Stock) LMT 21,658,000 55,621 0.13%
Vanguard Short-Term Bond ETF    (Exchange Traded Fund) BSV 21,649,000 268,563 0.13%
ConocoPhillips    (Common Stock) COP 21,492,000 330,501 0.13%
Mondelez International Inc Class A    (Common Stock) MDLZ 21,381,000 388,185 0.13%
iShares TIPS Bond    (Exchange Traded Fund) TIP 21,309,000 182,804 0.13%
Glacier Bancorp Inc    (Common Stock) GBCI 21,159,000 460,076 0.13%
Occidental Petroleum Corp    (Common Stock) OXY 21,060,000 511,045 0.13%
Jack Henry & Associates Inc    (Common Stock) JKHY 20,950,000 143,815 0.13%
SPDR Portfolio S&P 500 Value ETF    (Exchange Traded Fund) ELV 20,794,000 595,653 0.13%
United Parcel Service Inc Class B    (Common Stock) UPS 20,783,000 177,539 0.13%
Ishares U S Technology Etf    (Exchange Traded Fund) IYW 20,781,000 89,552 0.13%
iShares MSCI Switzerland ETF    (Exchange Traded Fund) EWL 20,762,000 510,866 0.13%
Intuitive Surgical Inc    (Common Stock) ISRG 20,622,000 34,884 0.13%
Thomson Reuters Corp Com    (Common Stock) 20,588,000 287,543 0.13%
Copart Inc    (Common Stock) CPRT 20,577,000 226,269 0.13%
IHS Markit Ltd A    (Common Stock) 20,554,000 272,782 0.13%
Schwab US Mid-Cap ETF    (Exchange Traded Fund) SCHM 20,400,000 339,155 0.13%
SPDR S&P 500 Growth    (Exchange Traded Fund) ELG 20,292,000 484,191 0.13%
Tractor Supply Co    (Common Stock) TSCO 20,030,000 214,359 0.12%
Snap-on Inc    (Common Stock) SNA 20,021,000 118,185 0.12%
iShares MSCI Canada    (Exchange Traded Fund) EWC 19,966,000 667,994 0.12%
Prosperity Bancshares Inc    (Common Stock) PRSP 19,794,000 275,334 0.12%
iShares Select Dividend    (Exchange Traded Fund) DVY 19,618,000 180,722 0.12%
iShares S&P 100    (Exchange Traded Fund) OEF 19,595,000 135,994 0.12%
Schwab Fundamental Intl Sm Co ETF    (Exchange Traded Fund) FNDC 19,486,000 586,047 0.12%
Humana Inc    (Common Stock) HUM 19,436,000 53,030 0.12%
1 2 3 4 5 6 7 Next >Full Portfolio View
Total Value As 2019-12-31: 15,500,435,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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