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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 2021-02-17)
Company (links to holding history) Ticker Value On
2020-12-31
No of Shares % of portfolio
iShares U.S. Treasury Bond ETF    (Exchange traded fund) GOVT 633,216,000 23,245,813 3.81%
Apple Inc.    (Common stock) AAPL 583,048,000 4,394,059 3.51%
iShares Core U.S. Aggregate Bond ETF    (Exchange traded fund) AGG 567,258,000 4,799,544 3.41%
iShares Core S&P 500 ETF    (Exchange traded fund) IVV 558,772,000 1,488,512 3.36%
iShares Core MSCI EAFE ETF    (Exchange traded fund) IEFA 526,043,000 7,613,886 3.16%
Vanguard Growth ETF    (Exchange traded fund) VUG 449,205,000 1,773,131 2.70%
Vanguard Value ETF    (Exchange traded fund) VTV 433,129,000 3,640,965 2.60%
Vanguard S&P 500 ETF    (Exchange traded fund) VOO 396,925,000 1,154,892 2.39%
iShares 5-10 Year Investment Grade Corporate Bond ETF    (Exchange traded fund) CIU 365,564,000 5,916,233 2.20%
Microsoft Corporation    (Common stock) MSFT 265,387,000 1,193,181 1.59%
iShares MBS ETF    (Exchange traded fund) MBB 252,950,000 2,296,831 1.52%
Xtrackers MSCI EAFE Hedged Equity ETF    (Exchange traded fund) DBEF 243,925,000 7,257,524 1.46%
iShares Core MSCI Emerging Markets ETF    (Exchange traded fund) IEMG 237,932,000 3,835,145 1.43%
NIKE, Inc. Class B    (Common stock) NKE 207,001,000 1,463,215 1.24%
Starbucks Corporation    (Common stock) SBUX 180,971,000 1,691,638 1.09%
Vanguard Real Estate ETF    (Exchange traded fund) VNQ 152,325,000 1,793,535 0.91%
Alphabet Inc. Class A    (Common stock) GOOGL 126,305,000 72,066 0.76%
PepsiCo, Inc.    (Common stock) PEP 126,063,000 850,052 0.75%
Walt Disney Company    (Common stock) DIS 125,553,000 692,973 0.75%
Vanguard Small Cap Value ETF    (Exchange traded fund) VBR 119,544,000 840,616 0.72%
iShares Currency Hedged MSCI EAFE ETF    (Exchange traded fund) HEFA 118,385,000 3,885,297 0.71%
Vanguard Global ex-U.S. Real Estate ETF    (Exchange traded fund) VNQI 109,479,000 2,015,818 0.65%
Amazon.com, Inc.    (Common stock) AMZN 109,376,000 33,583 0.65%
Cisco Systems, Inc.    (Common stock) CSCO 109,015,000 2,436,099 0.65%
SPDR S&P 500 ETF Trust    (Exchange traded fund) SPY 108,035,000 288,957 0.65%
Berkshire Hathaway Inc. Class B    (Common stock) BRK/B 107,595,000 464,031 0.64%
Alphabet Inc. Class C    (Common stock) GOOG 98,153,000 56,027 0.59%
Johnson & Johnson    (Common stock) JNJ 96,560,000 613,545 0.58%
Schwab International Equity ETF    (Exchange traded fund) SCHF 95,359,000 2,648,119 0.57%
JPMorgan Chase & Co.    (Common stock) JPM 92,325,000 726,565 0.55%
iShares Core S&P Small Cap ETF    (Exchange traded fund) IJR 90,988,000 990,071 0.54%
Procter & Gamble Company    (Common stock) PG 90,311,000 649,066 0.54%
iShares S&P Small-Cap 600 Growth ETF    (Exchange traded fund) IJT 87,831,000 769,230 0.52%
Schwab U.S. Large-Cap Growth ETF    (Exchange traded fund) SCHG 87,670,000 682,736 0.52%
iShares S&P Small-Cap 600 Value ETF    (Exchange traded fund) IJS 87,202,000 1,072,461 0.52%
Costco Wholesale Corporation    (Common stock) COST 86,262,000 228,947 0.51%
iShares Core S&P Mid-Cap ETF    (Exchange traded fund) IJH 85,713,000 372,943 0.51%
Vanguard Small-Cap Growth ETF    (Exchange traded fund) VBK 84,095,000 314,184 0.50%
SPDR Bloomberg Barclays High Yield Bond ETF    (Exchange traded fund) 84,012,000 771,175 0.50%
Visa Inc. Class A    (Common stock) V 82,985,000 379,393 0.50%
Qualcomm Inc    (Common stock) QCOM 81,983,000 538,159 0.49%
Schwab U.S. Large-Cap Value ETF    (Exchange traded fund) SCHV 78,518,000 1,318,958 0.47%
Walmart Inc.    (Common stock) WMT 76,567,000 531,165 0.46%
First Trust Enhanced Short Maturity ETF    (Exchange traded fund) FTSM 75,918,000 1,264,449 0.45%
First Trust Low Duration Opportunities ETF    (Exchange traded fund) LMBS 74,980,000 1,456,767 0.45%
Home Depot, Inc.    (Common stock) HD 73,870,000 278,105 0.44%
Schwab U.S. Large-Cap ETF    (Exchange traded fund) SCHX 73,025,000 802,909 0.44%
Medtronic Plc    (Common stock) MDT 67,944,000 580,027 0.40%
Verizon Communications Inc.    (Common stock) VZ 65,486,000 1,114,660 0.39%
Exxon Mobil Corporation    (Common stock) XOM 65,069,000 1,578,571 0.39%
Mastercard Incorporated Class A    (Common stock) MA 64,652,000 181,129 0.38%
Union Pacific Corporation    (Common stock) UNP 64,155,000 308,110 0.38%
Unilever PLC Sponsored ADR    (Common stock) UL 63,462,000 1,051,390 0.38%
iShares National Muni Bond ETF    (Exchange traded fund) MUB 62,992,000 537,475 0.37%
PACCAR Inc    (Common stock) PCAR 62,752,000 727,303 0.37%
Vanguard Total Stock Market ETF    (Exchange traded fund) VTI 62,535,000 321,288 0.37%
Abbott Laboratories    (Common stock) ABT 61,749,000 563,970 0.37%
Schwab US Aggregate Bond ETF    (Exchange traded fund) SCHZ 61,068,000 1,089,916 0.36%
Chevron Corporation    (Common stock) CVX 60,851,000 720,551 0.36%
SPDR Nuveen Bloomberg Barclays Short Term Municipal Bond ETF    (Exchange traded fund) 60,839,000 1,221,916 0.36%
3M Company    (Common stock) MMM 60,375,000 345,413 0.36%
Novo Nordisk A/S Sponsored ADR Class B    (Common stock) NVO 58,841,000 842,393 0.35%
Facebook, Inc. Class A    (Common stock) FB 58,833,000 215,381 0.35%
iShares S&P 500 Growth ETF    (Exchange traded fund) IVW 57,249,000 897,036 0.34%
AbbVie, Inc.    (Common stock) ABBV 56,319,000 525,609 0.33%
Oracle Corporation    (Common stock) ORCL 56,108,000 867,340 0.33%
Vanguard Short-Term Bond ETF    (Exchange traded fund) BSV 55,466,000 669,073 0.33%
Vanguard Intermediate-Term Treasury ETF    (Exchange traded fund) VGIT 55,205,000 795,228 0.33%
Danaher Corporation    (Common stock) DHR 55,161,000 248,318 0.33%
Raytheon Technologies Corporation    (Common stock) 55,137,000 771,043 0.33%
Becton, Dickinson and Company    (Common stock) BDX 54,605,000 218,230 0.32%
Vanguard FTSE Developed Markets ETF    (Exchange traded fund) VEA 53,665,000 1,136,724 0.32%
iShares iBoxx $ High Yield Corporate Bond ETF    (Exchange traded fund) HYG 52,463,000 600,945 0.31%
IHS Markit Ltd.    (Common stock) 52,067,000 579,621 0.31%
PIMCO Enhanced Short Maturity Active ETF    (Exchange traded fund) MINT 51,322,000 502,957 0.30%
Cognizant Technology Solutions Corporation Class A    (Common stock) CTSH 48,497,000 591,791 0.29%
Schwab U.S. Broad Market ETF    (Exchange traded fund) SCHB 48,037,000 527,935 0.28%
S&P Global, Inc.    (Common stock) SPGI 47,860,000 145,590 0.28%
CVS Health Corporation    (Common stock) CVS 47,296,000 692,478 0.28%
iShares S&P 500 Value ETF    (Exchange traded fund) IVE 46,600,000 364,003 0.28%
iShares MSCI USA Min Vol Factor ETF    (Exchange traded fund) USMV 46,453,000 684,339 0.27%
iShares Core S&P Total U.S. Stock Market ETF    (Exchange traded fund) ISI 44,698,000 518,419 0.26%
BlackRock, Inc.    (Common stock) BLK 43,846,000 60,767 0.26%
First Trust Dow Jones Internet Index Fund    (Exchange traded fund) FDN 43,585,000 205,367 0.26%
C.H. Robinson Worldwide, Inc.    (Common stock) CHRW 43,264,000 460,893 0.26%
Expeditors International of Washington, Inc.    (Common stock) EXPD 42,643,000 448,358 0.25%
Schwab U.S. Small-Cap ETF    (Exchange traded fund) SCHA 41,811,000 469,792 0.25%
Accenture Plc Class A    (Common stock) ACN 41,646,000 159,433 0.25%
Intel Corporation    (Common stock) INTC 40,747,000 817,879 0.24%
CME Group Inc. Class A    (Common stock) CME 40,680,000 223,454 0.24%
SPDR S&P Dividend ETF    (Exchange traded fund) SDY 40,514,000 382,461 0.24%
Invesco QQQ Trust    (Exchange traded fund) 40,220,000 128,195 0.24%
Schwab Emerging Markets Equity ETF    (Exchange traded fund) SCHE 39,409,000 1,285,763 0.23%
iShares 1-3 Year Treasury Bond ETF    (Exchange traded fund) SHY 39,402,000 456,152 0.23%
Health Care Select Sector SPDR Fund    (Exchange traded fund) XLV 38,386,000 338,383 0.23%
NextEra Energy, Inc.    (Common stock) NEE 38,112,000 494,002 0.22%
Tesla Inc    (Common stock) TSLA 38,062,000 53,938 0.22%
Bristol-Myers Squibb Company    (Common stock) BMY 37,685,000 607,528 0.22%
General Dynamics Corporation    (Common stock) GD 37,344,000 250,933 0.22%
AT&T Inc.    (Common stock) T 37,280,000 1,296,261 0.22%
Lowe's Companies, Inc.    (Common stock) LOW 36,248,000 225,832 0.21%
iShares iBoxx $ Investment Grade Corporate Bond ETF    (Exchange traded fund) LQD 36,115,000 261,457 0.21%
Automatic Data Processing, Inc.    (Common stock) ADP 35,327,000 200,492 0.21%
Gilead Sciences, Inc.    (Common stock) GILD 34,302,000 588,771 0.20%
UnitedHealth Group Incorporated    (Common stock) UNH 33,933,000 96,763 0.20%
International Flavors & Fragrances Inc.    (Common stock) IFF 33,319,000 306,125 0.20%
iShares Russell 1000 Growth ETF    (Exchange traded fund) IWF 33,187,000 137,626 0.19%
Thermo Fisher Scientific Inc.    (Common stock) TMO 32,837,000 70,500 0.19%
Intuitive Surgical, Inc.    (Common stock) ISRG 32,832,000 40,132 0.19%
JPMorgan Ultra-Short Income ETF    (Exchange traded fund) 32,743,000 644,676 0.19%
Stryker Corporation    (Common stock) SYK 32,450,000 132,427 0.19%
Arthur J. Gallagher & Co.    (Common stock) AJG 32,304,000 261,124 0.19%
Ball Corporation    (Common stock) BLL 32,252,000 346,129 0.19%
Cerner Corporation    (Common stock) CERN 32,175,000 409,975 0.19%
Biogen Inc.    (Common stock) BIIB 32,025,000 130,789 0.19%
NVIDIA Corporation    (Common stock) NVDA 31,979,000 61,240 0.19%
Broadcom Inc.    (Common stock) 31,940,000 72,948 0.19%
iShares MSCI ACWI ETF    (Exchange traded fund) ACWI 31,832,000 350,883 0.19%
Intuit Inc.    (Common stock) INTU 31,379,000 82,608 0.18%
American Tower Corporation    (Common stock) AMT 31,366,000 139,741 0.18%
iShares Core MSCI Europe ETF    (Exchange traded fund) IEUR 31,266,000 609,711 0.18%
Dollar General Corporation    (Common stock) DG 30,806,000 146,486 0.18%
Vanguard Total International Bond ETF    (Exchange traded fund) BNDX 30,637,000 523,258 0.18%
Tractor Supply Company    (Common stock) TSCO 30,432,000 216,472 0.18%
Texas Instruments Incorporated    (Common stock) TXN 30,186,000 183,917 0.18%
Pool Corporation    (Common stock) POOL 29,851,000 80,136 0.17%
iShares 1-5 Year Investment Grade Corporate Bond ETF    (Exchange traded fund) CSJ 29,846,000 540,987 0.17%
Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR    (Common stock) TSM 29,791,000 273,216 0.17%
Nasdaq, Inc.    (Common stock) NDAQ 29,766,000 224,246 0.17%
Vanguard Small-Cap ETF    (Exchange traded fund) VB 28,717,000 147,508 0.17%
Caterpillar Inc.    (Common stock) CAT 28,694,000 157,641 0.17%
Copart, Inc.    (Common stock) CPRT 27,930,000 219,493 0.16%
STERIS Plc    (Common stock) 27,731,000 146,307 0.16%
iShares Core S&P U.S. Growth ETF    (Exchange traded fund) IWZ 27,653,000 311,796 0.16%
SPDR Portfolio Emerging Markets ETF    (Exchange traded fund) GMM 27,593,000 654,491 0.16%
Merck & Co., Inc.    (Common stock) MRK 27,527,000 336,522 0.16%
Vanguard FTSE Pacific ETF    (Exchange traded fund) VPL 27,244,000 342,310 0.16%
Vanguard Intermediate-Term Corporate Bond ETF    (Exchange traded fund) VCIT 26,976,000 277,698 0.16%
Fidelity National Information Services, Inc.    (Common stock) FIS 26,964,000 190,609 0.16%
United Parcel Service, Inc. Class B    (Common stock) UPS 26,940,000 159,974 0.16%
Becton, Dickinson and Company    (Common stock) BDX 26,774,000 107,000 0.16%
iShares U.S. Technology ETF    (Exchange traded fund) IYW 26,727,000 314,139 0.16%
Verisk Analytics Inc    (Common stock) VRSK 26,714,000 128,685 0.16%
WisdomTree U.S. SmallCap Dividend Fund    (Exchange traded fund) DES 26,562,000 998,583 0.16%
Eaton Corp. Plc    (Common stock) ETN 26,461,000 220,254 0.15%
ONEOK, Inc.    (Common stock) OKE 26,093,000 679,872 0.15%
Illinois Tool Works Inc.    (Common stock) ITW 25,998,000 127,518 0.15%
Schwab Short-Term US Treasury ETF    (Exchange traded fund) SCHO 25,873,000 503,458 0.15%
iShares Core International Aggregate Bond ETF    (Exchange traded fund) 25,787,000 458,763 0.15%
Jack Henry & Associates, Inc.    (Common stock) JKHY 25,689,000 158,581 0.15%
Amgen Inc.    (Common stock) AMGN 25,557,000 111,154 0.15%
iShares Core MSCI Total International Stock ETF    (Exchange traded fund) IXUS 25,462,000 378,957 0.15%
Republic Services, Inc.    (Common stock) RSG 25,381,000 263,566 0.15%
iShares Core S&P US Value ETF    (Exchange traded fund) IWW 25,009,000 402,139 0.15%
iShares PHLX Semiconductor ETF    (Exchange traded fund) IGW 24,961,000 65,830 0.15%
ALPS Sector Dividend Dogs ETF    (Exchange traded fund) SDOG 24,597,000 551,017 0.14%
Schwab Fundamental International Small Co. Index ETF    (Exchange traded fund) FNDC 24,377,000 700,892 0.14%
Emerson Electric Co.    (Common stock) EMR 24,255,000 301,795 0.14%
iShares MSCI EAFE Min Vol Factor ETF    (Exchange traded fund) EFAV 24,197,000 329,609 0.14%
SPDR Gold Shares    (Exchange traded fund) GLD 23,952,000 134,288 0.14%
Invesco Dynamic Large Cap Growth ETF    (Exchange traded fund) 23,614,000 349,417 0.14%
SPDR Portfolio Aggregate Bond ETF    (Exchange traded fund) LAG 23,555,000 765,017 0.14%
Deere & Company    (Common stock) DE 23,156,000 86,065 0.13%
Vanguard Short-Term Corporate Bond ETF    (Exchange traded fund) VCSH 23,073,000 277,153 0.13%
Vanguard FTSE Emerging Markets ETF    (Exchange traded fund) VWO 22,503,000 449,066 0.13%
Southern Company    (Common stock) SO 22,465,000 365,703 0.13%
iShares Russell 3000 ETF    (Exchange traded fund) IWV 22,362,000 100,032 0.13%
Thomson Reuters Corporation    (Common stock) 21,883,000 267,223 0.13%
Invesco High Yield Equity Dividend Achievers ETF    (Exchange traded fund) 21,738,000 1,250,771 0.13%
iShares U.S. Home Construction ETF    (Exchange traded fund) ITB 21,366,000 382,895 0.12%
American Express Company    (Common stock) AXP 21,276,000 175,969 0.12%
SPDR Portfolio Mortgage Backed Bond ETF    (Exchange traded fund) MBG 20,846,000 789,019 0.12%
Jacobs Engineering Group Inc.    (Common stock) JEC 20,656,000 189,572 0.12%
SAP SE Sponsored ADR    (Common stock) SAP 20,606,000 158,031 0.12%
International Business Machines Corporation    (Common stock) IBM 20,286,000 161,151 0.12%
SPDR Portfolio S&P 1500 Composite Stock Market ETF    (Exchange traded fund) TMW 20,198,000 438,220 0.12%
Crown Castle International Corp    (Common stock) CCI 19,986,000 125,550 0.12%
Avalara Inc    (Common stock) 19,628,000 119,037 0.11%
Schwab U.S. Mid-Cap ETF    (Exchange traded fund) SCHM 19,589,000 287,319 0.11%
XPO Logistics, Inc.    (Common stock) XPO 19,548,000 163,990 0.11%
iShares S&P 100 ETF    (Exchange traded fund) OEF 19,288,000 112,375 0.11%
T-Mobile US, Inc.    (Common stock) TMUS 19,208,000 142,442 0.11%
Vanguard Large-Cap ETF    (Exchange traded fund) VV 19,104,000 108,706 0.11%
Owl Rock Capital Corporation    (Mutual fund) 18,991,000 1,500,042 0.11%
Mondelez International, Inc. Class A    (Common stock) MDLZ 18,930,000 323,748 0.11%
iShares Russell 1000 Value ETF    (Exchange traded fund) IWD 18,899,000 138,224 0.11%
Adobe Inc.    (Common stock) ADBE 18,870,000 37,731 0.11%
Digital Realty Trust, Inc.    (Common stock) DLR 18,717,000 134,161 0.11%
Bank of America Corp    (Common stock) BAC 18,536,000 611,551 0.11%
salesforce.com, inc.    (Common stock) CRM 18,429,000 82,815 0.11%
Lamar Advertising Company Class A    (Common stock) LAMR 18,189,000 218,567 0.10%
General Mills, Inc.    (Common stock) GIS 17,282,000 293,909 0.10%
Pfizer Inc.    (Common stock) PFE 17,093,000 464,363 0.10%
Vanguard Dividend Appreciation ETF    (Exchange traded fund) VIG 16,983,000 120,302 0.10%
Vanguard FTSE All-World ex-US Small-Cap ETF    (Exchange traded fund) VSS 16,948,000 139,099 0.10%
Colgate-Palmolive Company    (Common stock) CL 16,774,000 196,163 0.10%
Coca-Cola Company    (Common stock) KO 16,747,000 305,376 0.10%
Northrop Grumman Corporation    (Common stock) NOC 16,380,000 53,753 0.09%
iShares Russell 2000 ETF    (Exchange traded fund) IWM 16,266,000 82,965 0.09%
Schwab US Dividend Equity ETF    (Exchange traded fund) SCHD 16,077,000 250,649 0.09%
1 2 3 4 5 6 Next >Full Portfolio View
Total Value As 2020-12-31: 16,596,363,000 SEC FILING
* Portfolios do not reflect changes after reporting
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MAJOR GURUS:
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