United Capital Financial Advisers, Llc Buys Raytheon Technologies Corp, Accenture PLC, International Flavors & Fragrances Inc, Sells iShares 1-3 Year Treasury Bond ETF, SPDR SERIES TRUST, Visa Inc

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Newport Beach, CA, based Investment company United Capital Financial Advisers, Llc (Current Portfolio) buys Raytheon Technologies Corp, Accenture PLC, International Flavors & Fragrances Inc, Automatic Data Processing Inc, Pool Corp, sells iShares 1-3 Year Treasury Bond ETF, SPDR SERIES TRUST, Visa Inc, Amgen Inc, Clorox Co during the 3-months ended 2020Q2, according to the most recent filings of the investment company, United Capital Financial Advisers, Llc. As of 2020Q2, United Capital Financial Advisers, Llc owns 1102 stocks with a total value of $13.5 billion. These are the details of the buys and sells.

For the details of UNITED CAPITAL FINANCIAL ADVISERS, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/united+capital+financial+advisers%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of UNITED CAPITAL FINANCIAL ADVISERS, LLC
  1. ISHARES TRUST (GOVT) - 19,588,625 shares, 4.05% of the total portfolio. Shares added by 13.81%
  2. ISHARES TRUST (IVV) - 1,580,566 shares, 3.62% of the total portfolio. Shares reduced by 3.66%
  3. Apple Inc (AAPL) - 1,248,109 shares, 3.37% of the total portfolio. Shares reduced by 4.93%
  4. VANGUARD INDEX FDS (VUG) - 1,954,313 shares, 2.92% of the total portfolio. Shares reduced by 6.7%
  5. ISHARES TRUST (IEFA) - 6,262,654 shares, 2.65% of the total portfolio. Shares added by 1.53%
New Purchase: Raytheon Technologies Corp (RTX)

United Capital Financial Advisers, Llc initiated holding in Raytheon Technologies Corp. The purchase prices were between $49.93 and $74.16, with an estimated average price of $62.35. The stock is now traded at around $63.64. The impact to a portfolio due to this purchase was 0.31%. The holding were 683,953 shares as of .

New Purchase: Pool Corp (POOL)

United Capital Financial Advisers, Llc initiated holding in Pool Corp. The purchase prices were between $178.27 and $271.87, with an estimated average price of $230.58. The stock is now traded at around $319.32. The impact to a portfolio due to this purchase was 0.17%. The holding were 83,038 shares as of .

New Purchase: ALPS ETF TRUST (AMLP)

United Capital Financial Advisers, Llc initiated holding in ALPS ETF TRUST. The purchase prices were between $16.43 and $31.7, with an estimated average price of $24.12. The stock is now traded at around $24.99. The impact to a portfolio due to this purchase was 0.07%. The holding were 369,588 shares as of .

New Purchase: Alnylam Pharmaceuticals Inc (ALNY)

United Capital Financial Advisers, Llc initiated holding in Alnylam Pharmaceuticals Inc. The purchase prices were between $104.21 and $156.44, with an estimated average price of $134.22. The stock is now traded at around $136.14. The impact to a portfolio due to this purchase was 0.04%. The holding were 33,225 shares as of .

New Purchase: JD.com Inc (JD)

United Capital Financial Advisers, Llc initiated holding in JD.com Inc. The purchase prices were between $39.89 and $62.01, with an estimated average price of $50.34. The stock is now traded at around $62.06. The impact to a portfolio due to this purchase was 0.03%. The holding were 64,414 shares as of .

New Purchase: ISHARES INC (EZU)

United Capital Financial Advisers, Llc initiated holding in ISHARES INC. The purchase prices were between $28.89 and $38.78, with an estimated average price of $33.38. The stock is now traded at around $39.30. The impact to a portfolio due to this purchase was 0.03%. The holding were 96,717 shares as of .

Added: Accenture PLC (ACN)

United Capital Financial Advisers, Llc added to a holding in Accenture PLC by 88.75%. The purchase prices were between $152.15 and $217.32, with an estimated average price of $188.64. The stock is now traded at around $230.25. The impact to a portfolio due to this purchase was 0.29%. The holding were 384,952 shares as of .

Added: International Flavors & Fragrances Inc (IFF)

United Capital Financial Advisers, Llc added to a holding in International Flavors & Fragrances Inc by 2764.47%. The purchase prices were between $98.9 and $137.86, with an estimated average price of $126.07. The stock is now traded at around $123.17. The impact to a portfolio due to this purchase was 0.25%. The holding were 288,022 shares as of .

Added: Automatic Data Processing Inc (ADP)

United Capital Financial Advisers, Llc added to a holding in Automatic Data Processing Inc by 758.19%. The purchase prices were between $128.57 and $161.15, with an estimated average price of $142.98. The stock is now traded at around $138.96. The impact to a portfolio due to this purchase was 0.18%. The holding were 184,287 shares as of .

Added: S&P Global Inc (SPGI)

United Capital Financial Advisers, Llc added to a holding in S&P Global Inc by 686.18%. The purchase prices were between $234.33 and $333.38, with an estimated average price of $299.77. The stock is now traded at around $352.27. The impact to a portfolio due to this purchase was 0.16%. The holding were 74,742 shares as of .

Added: NextEra Energy Inc (NEE)

United Capital Financial Advisers, Llc added to a holding in NextEra Energy Inc by 189.05%. The purchase prices were between $218.23 and $260.48, with an estimated average price of $239.44. The stock is now traded at around $280.50. The impact to a portfolio due to this purchase was 0.14%. The holding were 120,469 shares as of .

Added: Stryker Corp (SYK)

United Capital Financial Advisers, Llc added to a holding in Stryker Corp by 365.91%. The purchase prices were between $144.67 and $207.03, with an estimated average price of $184.16. The stock is now traded at around $188.37. The impact to a portfolio due to this purchase was 0.13%. The holding were 127,249 shares as of .

Sold Out: Highland Income Fund (HFRO)

United Capital Financial Advisers, Llc sold out a holding in Highland Income Fund. The sale prices were between $7.13 and $9.65, with an estimated average price of $8.23.

Sold Out: Lear Corp (LEA)

United Capital Financial Advisers, Llc sold out a holding in Lear Corp. The sale prices were between $70.96 and $125.91, with an estimated average price of $99.25.

Sold Out: Prosperity Bancshares Inc (PB)

United Capital Financial Advisers, Llc sold out a holding in Prosperity Bancshares Inc. The sale prices were between $44.83 and $71.43, with an estimated average price of $57.55.

Sold Out: Thor Industries Inc (THO)

United Capital Financial Advisers, Llc sold out a holding in Thor Industries Inc. The sale prices were between $36.16 and $114.76, with an estimated average price of $77.34.

Sold Out: Synchrony Financial (SYF)

United Capital Financial Advisers, Llc sold out a holding in Synchrony Financial. The sale prices were between $13.25 and $26.87, with an estimated average price of $19.38.

Sold Out: MDU Resources Group Inc (MDU)

United Capital Financial Advisers, Llc sold out a holding in MDU Resources Group Inc. The sale prices were between $19.24 and $24.84, with an estimated average price of $21.88.



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