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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

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.



Here is the complete portfolio of UNITED CAPITAL FINANCIAL ADVISERS, LLC. Also check out:

1. UNITED CAPITAL FINANCIAL ADVISERS, LLC's Undervalued Stocks
2. UNITED CAPITAL FINANCIAL ADVISERS, LLC's Top Growth Companies, and
3. UNITED CAPITAL FINANCIAL ADVISERS, LLC's High Yield stocks
4. Stocks that UNITED CAPITAL FINANCIAL ADVISERS, LLC keeps buying

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