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United Capital Financial Advisers

Latest statistics and disclosures from United Capital Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, IVV, BSV, IEFA, AAPL, and represent 21.11% of United Capital Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$90M), IVE (+$53M), IUSB (+$50M), IVW (+$39M), BINC (+$31M), WMT (+$27M), IJH (+$25M), PEP (+$24M), HEFA (+$20M), APH (+$18M).
Started 68 new stock positions in APP, TEVA, CRBG, WLK, AIT, RL, FEX, FND, MFC, TREX.
Reduced shares in these 10 stocks: IVV (-$163M), VOO (-$69M), TFLO (-$59M), GVI (-$32M), OEF (-$31M), CL (-$30M), EFV (-$29M), ESGU (-$26M), IEMG (-$24M), LQD (-$23M).
Sold out of its positions in Apple Inc option, ARM, AVTR, BKU, HRB, BN, BF.B, CADE, CZR, DAY.
United Capital Financial Advisors was a net seller of stock by $-634M.
United Capital Financial Advisors has $12B in assets under management (AUM), dropping by 0.72%.
Central Index Key (CIK): 0001463217

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Portfolio Holdings for United Capital Financial Advisors

United Capital Financial Advisors holds 1069 positions in its portfolio as reported in the March 2024 quarterly 13F filing

United Capital Financial Advisors has 1069 total positions. Only the first 250 positions are shown.

Sign up to view all of the United Capital Financial Advisors March 31, 2024 positions
Download the United Capital Financial Advisors March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	7.4	$903M	-7%	1.9M	480.70	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	5.2	$629M	-20%	1.2M	525.73	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	3.3	$405M		5.3M	76.67	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	2.7	$326M	-4%	4.4M	74.22	View chart
Apple Common Stock (AAPL)	2.5	$299M	-3%	1.7M	171.48	View chart
Microsoft Corporation Common Stock (MSFT)	2.3	$283M	-4%	672k	420.72	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	2.0	$246M	+25%	5.4M	45.59	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.8	$221M	-4%	1.4M	162.86	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	1.6	$194M		2.6M	75.40	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	1.6	$192M	-6%	559k	344.20	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	1.5	$182M	+12%	5.2M	34.88	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	1.5	$177M		7.8M	22.77	View chart
Nvidia Corporation Common Stock (NVDA)	1.2	$149M	-5%	165k	903.56	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	1.2	$141M		1.5M	92.42	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	1.0	$124M	+2%	1.1M	110.52	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM)	1.0	$121M		2.5M	47.44	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	1.0	$121M	-16%	2.3M	51.60	View chart
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF)	0.9	$112M	-5%	2.7M	40.93	View chart
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK)	0.9	$111M		1.2M	95.20	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	0.9	$107M		255k	420.52	View chart
Visa Inc. Class A Common Stock (V)	0.9	$107M	-4%	383k	279.08	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB)	0.8	$102M	-3%	2.0M	51.60	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.8	$99M	-10%	654k	150.93	View chart
Amazon.com Common Stock (AMZN)	0.8	$98M	-4%	545k	180.38	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.8	$96M	-6%	584k	164.35	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.8	$96M	-3%	628k	152.26	View chart
Home Depot Common Stock (HD)	0.7	$91M	-6%	237k	383.60	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.7	$90M	-7%	448k	200.30	View chart
Costco Wholesale Corporation Common Stock (COST)	0.7	$90M	-8%	122k	732.63	View chart
Blackrock U.s. Equity Factor Rotation Etf Exchange Traded Fund (DYNF)	0.7	$90M	NEW	2.0M	44.40	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.7	$88M	+78%	1.0M	84.44	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.7	$84M	-4%	440k	191.88	View chart
Meta Platforms Inc Class A Common Stock (META)	0.7	$80M	-4%	165k	485.58	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.6	$77M	-3%	889k	86.48	View chart
Pepsico Common Stock (PEP)	0.6	$76M	+44%	434k	175.01	View chart
Accenture Plc Class A Common Stock (ACN)	0.6	$74M	-9%	215k	346.61	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.6	$69M	+331%	371k	186.81	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.6	$68M	-2%	399k	169.30	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.5	$67M	-2%	618k	107.60	View chart
Adobe Common Stock (ADBE)	0.5	$66M	-2%	131k	504.60	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.5	$65M		668k	97.94	View chart
Starbucks Corporation Common Stock (SBUX)	0.5	$64M		704k	91.39	View chart
Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO)	0.5	$62M	-11%	481k	128.40	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	0.5	$60M	+21%	115k	523.07	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.5	$58M	-2%	429k	135.06	View chart
Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI)	0.5	$58M	-2%	1.4M	42.14	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.5	$57M	-2%	613k	92.72	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.5	$56M	-8%	1.4M	39.02	View chart
Procter & Gamble Company Common Stock (PG)	0.5	$55M	-2%	341k	162.25	View chart
S&p Global Common Stock (SPGI)	0.5	$55M		129k	425.45	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.4	$53M	-35%	966k	54.40	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.4	$52M	+2%	497k	103.79	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	0.4	$51M	-8%	814k	62.06	View chart
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST)	0.4	$50M		998k	50.45	View chart
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV)	0.4	$50M		659k	75.98	View chart
Walt Disney Company Common Stock (DIS)	0.4	$49M		403k	122.36	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$48M	-4%	305k	158.19	View chart
Abbvie Common Stock (ABBV)	0.4	$48M	-7%	261k	182.10	View chart
Oracle Corporation Common Stock (ORCL)	0.4	$48M	-6%	378k	125.61	View chart
Lowe's Companies Common Stock (LOW)	0.4	$47M		183k	254.73	View chart
Cisco Systems Common Stock (CSCO)	0.4	$46M	-10%	925k	49.91	View chart
Chevron Corporation Common Stock (CVX)	0.4	$44M	-8%	282k	157.74	View chart
Walmart Common Stock (WMT)	0.4	$44M	+160%	727k	60.17	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.3	$42M	-3%	161k	260.72	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.3	$41M	-11%	85k	481.57	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.3	$40M	-11%	81k	494.70	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.3	$40M	-4%	269k	147.73	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$39M		298k	131.24	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB)	0.3	$38M	-15%	747k	51.28	View chart
Medtronic Common Stock (MDT)	0.3	$38M	-2%	437k	87.15	View chart
Intuitive Surgical Common Stock (ISRG)	0.3	$38M	-2%	95k	399.09	View chart
Broadcom Common Stock (AVGO)	0.3	$37M	-18%	28k	1325.42	View chart
Nike, Inc. Class B Common Stock (NKE)	0.3	$37M		389k	93.98	View chart
Copart Common Stock (CPRT)	0.3	$36M	-4%	626k	57.92	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.3	$36M	-7%	138k	259.90	View chart
Salesforce Common Stock (CRM)	0.3	$35M	-3%	118k	301.18	View chart
Cvs Health Corporation Common Stock (CVS)	0.3	$34M	-2%	431k	79.76	View chart
Kkr & Co Common Stock (KKR)	0.3	$34M	-6%	341k	100.58	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB)	0.3	$34M		1.3M	25.69	View chart
Intuit Common Stock (INTU)	0.3	$34M	-6%	52k	650.00	View chart
General Dynamics Corporation Common Stock (GD)	0.3	$33M	-7%	116k	282.49	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.3	$33M	+314%	537k	60.74	View chart
Illinois Tool Works Common Stock (ITW)	0.3	$33M		121k	268.33	View chart
Rtx Corporation Common Stock (RTX)	0.3	$33M	-5%	333k	97.53	View chart
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT)	0.3	$32M	-29%	341k	94.62	View chart
Danaher Corporation Common Stock (DHR)	0.3	$32M	-2%	127k	249.72	View chart
Eli Lilly And Company Common Stock (LLY)	0.3	$32M	+4%	41k	777.96	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.3	$31M	-7%	92k	337.05	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$31M	-8%	272k	113.66	View chart
Blackrock Flexible Income Etf Exchange Traded Fund (BINC)	0.3	$31M	NEW	588k	52.46	View chart
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)	0.2	$29M	+3%	291k	100.71	View chart
American Express Company Common Stock (AXP)	0.2	$29M	-2%	126k	227.69	View chart
Deere & Company Common Stock (DE)	0.2	$28M	-8%	68k	410.74	View chart
Stryker Corporation Common Stock (SYK)	0.2	$28M	-7%	78k	357.87	View chart
American Tower Corporation Common Stock (AMT)	0.2	$28M		141k	197.59	View chart
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC)	0.2	$28M	+152%	479k	57.57	View chart
Ares Management Corporation Common Stock (ARES)	0.2	$27M	-18%	206k	132.98	View chart
Merck & Co Common Stock (MRK)	0.2	$27M	-14%	207k	131.95	View chart
Unilever Common Stock (UL)	0.2	$26M	-9%	517k	50.19	View chart
Diageo Common Stock (DEO)	0.2	$26M		172k	148.74	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$26M	-3%	111k	228.59	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.2	$25M	-4%	219k	116.24	View chart
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT)	0.2	$25M	-8%	219k	115.30	View chart
Thomson Reuters Corporation Common Stock (TRI)	0.2	$25M	-17%	160k	155.83	View chart
Jacobs Solutions Common Stock (J)	0.2	$24M		158k	153.73	View chart
Asml Holding Nv Common Stock (ASML)	0.2	$24M		25k	970.45	View chart
Broadstone Net Lease Common Stock (BNL)	0.2	$24M	-9%	1.5M	15.67	View chart
Roper Technologies Common Stock (ROP)	0.2	$24M	-13%	43k	560.84	View chart
Republic Services Common Stock (RSG)	0.2	$23M	-7%	122k	191.44	View chart
Cme Group Inc. Class A Common Stock (CME)	0.2	$23M	-5%	107k	215.29	View chart
Blackrock Common Stock (BLK)	0.2	$23M	-5%	28k	833.71	View chart
T-mobile Us Common Stock (TMUS)	0.2	$23M		139k	163.22	View chart
Arthur J. Gallagher & Co. Common Stock (AJG)	0.2	$22M	-6%	89k	250.04	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$22M	-3%	40k	555.78	View chart
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS)	0.2	$22M	-7%	213k	102.76	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.2	$22M	-5%	353k	61.05	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$22M	-4%	86k	249.74	View chart
Caterpillar Common Stock (CAT)	0.2	$21M	-17%	58k	366.43	View chart
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.2	$21M	-7%	162k	130.73	View chart
Tractor Supply Company Common Stock (TSCO)	0.2	$21M	-7%	80k	261.72	View chart
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY)	0.2	$20M	-5%	249k	81.78	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	0.2	$20M	-12%	46k	444.01	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.2	$20M	-6%	146k	136.05	View chart
Biogen Common Stock (BIIB)	0.2	$20M	-4%	91k	215.63	View chart
Amphenol Corporation Class A Common Stock (APH)	0.2	$20M	+858%	171k	115.35	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$20M		34k	581.22	View chart
Gilead Sciences Common Stock (GILD)	0.2	$19M	-12%	265k	73.25	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$19M	-2%	107k	180.49	View chart
Nasdaq Common Stock (NDAQ)	0.2	$19M	-5%	305k	63.10	View chart
Booking Holdings Common Stock (BKNG)	0.2	$19M		5.1k	3627.78	View chart
C.h. Robinson Worldwide Common Stock (CHRW)	0.2	$18M	-2%	242k	76.14	View chart
Cintas Corporation Common Stock (CTAS)	0.2	$18M	-6%	27k	687.03	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.2	$18M	-4%	365k	50.17	View chart
Firstservice Corp Common Stock (FSV)	0.1	$18M	-6%	110k	165.80	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	0.1	$18M	-3%	124k	145.68	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	0.1	$18M	-4%	391k	46.00	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.1	$18M	-2%	100k	179.11	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.1	$18M	+92%	200k	89.67	View chart
Ball Corporation Common Stock (BALL)	0.1	$18M	+2%	266k	67.36	View chart
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR)	0.1	$18M	-5%	305k	57.85	View chart
Pool Corporation Common Stock (POOL)	0.1	$18M	-5%	44k	403.50	View chart
Steris Common Stock (STE)	0.1	$17M	-5%	77k	224.82	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$17M	-9%	299k	57.96	View chart
Iron Mountain Common Stock (IRM)	0.1	$17M	-2%	216k	80.21	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Exchange Traded Fund (LQD)	0.1	$16M	-58%	150k	108.92	View chart
Emerson Electric Common Stock (EMR)	0.1	$16M	-14%	141k	113.42	View chart
Dollar General Corporation Common Stock (DG)	0.1	$16M		102k	156.06	View chart
Jack Henry & Associates Common Stock (JKHY)	0.1	$16M	-5%	91k	173.73	View chart
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI)	0.1	$16M	-18%	141k	110.13	View chart
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)	0.1	$16M	+6%	52k	300.08	View chart
Netflix Common Stock (NFLX)	0.1	$15M		25k	607.33	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$15M		63k	239.76	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.1	$14M	-35%	163k	83.58	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$14M	-2%	71k	190.96	View chart
Verizon Communications Common Stock (VZ)	0.1	$13M	+3%	318k	41.96	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Exchange Traded Fund (BSJO)	0.1	$13M	-2%	581k	22.73	View chart
Ferguson Common Stock (FERG)	0.1	$13M		60k	218.43	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Exchange Traded Fund (HYG)	0.1	$13M	-3%	166k	77.73	View chart
Tesla Common Stock (TSLA)	0.1	$13M	-16%	73k	175.79	View chart
Mondelez International, Inc. Class A Common Stock (MDLZ)	0.1	$13M	-5%	179k	70.00	View chart
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV)	0.1	$13M	-3%	138k	90.44	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$13M	-9%	59k	210.30	View chart
Amgen Common Stock (AMGN)	0.1	$12M	-20%	44k	284.32	View chart
Xylem Common Stock (XYL)	0.1	$12M		94k	129.24	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$12M	-3%	155k	77.31	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.1	$12M	-9%	102k	117.21	View chart
Union Pacific Corporation Common Stock (UNP)	0.1	$12M	-20%	49k	245.93	View chart
F5 Common Stock (FFIV)	0.1	$12M		62k	189.59	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM)	0.1	$12M	-11%	183k	64.15	View chart
Ishares Investment Grade Systematic Bond Etf Exchange Traded Fund (IGEB)	0.1	$12M	-4%	257k	44.85	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.1	$11M	-16%	140k	80.63	View chart
Ishares Global Energy Etf Exchange Traded Fund (IXC)	0.1	$11M	+5%	262k	42.95	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.1	$11M		113k	99.27	View chart
Msci Inc. Class A Common Stock (MSCI)	0.1	$11M		20k	560.45	View chart
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA)	0.1	$11M	-30%	222k	49.24	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.1	$11M	+3%	200k	54.23	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$11M	+3%	59k	182.61	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$11M		258k	41.77	View chart
Servicenow Common Stock (NOW)	0.1	$11M	-4%	14k	762.40	View chart
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB)	0.1	$10M	-9%	413k	25.28	View chart
Eaton Corp Common Stock (ETN)	0.1	$10M	-7%	33k	312.68	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$10M	+3%	263k	37.92	View chart
Ishares U.s. Infrastructure Etf Exchange Traded Fund (IFRA)	0.1	$9.8M	-6%	226k	43.36	View chart
Ishares Floating Rate Bond Etf Exchange Traded Fund (FLOT)	0.1	$9.7M	+6%	191k	51.06	View chart
Texas Instruments Incorporated Common Stock (TXN)	0.1	$9.7M	-14%	56k	174.21	View chart
Intel Corporation Common Stock (INTC)	0.1	$9.6M		217k	44.17	View chart
Paychex Common Stock (PAYX)	0.1	$9.5M	-4%	78k	122.80	View chart
Ishares Tips Bond Etf Exchange Traded Fund (TIP)	0.1	$9.4M	-6%	88k	107.41	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$9.4M	-2%	77k	120.99	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	0.1	$9.3M	-3%	138k	67.86	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.1	$9.2M	-2%	83k	110.50	View chart
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK)	0.1	$9.2M	-11%	44k	208.27	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.1	$9.0M	-86%	177k	50.69	View chart
Analog Devices Common Stock (ADI)	0.1	$9.0M	+27%	45k	197.79	View chart
Gartner Common Stock (IT)	0.1	$8.9M		19k	476.68	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Exchange Traded Fund (BSJP)	0.1	$8.9M		389k	22.95	View chart
Financial Select Sector Spdr Fund Exchange Traded Fund (XLF)	0.1	$8.8M	-7%	208k	42.12	View chart
Coca-cola Company Common Stock (KO)	0.1	$8.6M		141k	61.18	View chart
Mcdonald's Corporation Common Stock (MCD)	0.1	$8.4M		30k	281.95	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.1	$8.4M	-6%	103k	81.66	View chart
Pfizer Common Stock (PFE)	0.1	$8.3M	-31%	299k	27.75	View chart
Ishares U.s. Financials Etf Exchange Traded Fund (IYF)	0.1	$8.2M	-3%	86k	95.65	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.1	$8.1M	-76%	70k	114.96	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.1	$8.0M	-8%	161k	49.95	View chart
Alcon Common Stock (ALC)	0.1	$8.0M	-2%	96k	83.29	View chart
Intapp Common Stock (INTA)	0.1	$7.9M		231k	34.30	View chart
Nextera Energy Common Stock (NEE)	0.1	$7.9M	-3%	123k	63.91	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Exchange Traded Fund (SHYG)	0.1	$7.8M	-5%	183k	42.55	View chart
Ge Aerospace Common Stock (GE)	0.1	$7.7M	-4%	44k	175.53	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$7.7M	-21%	6.8k	1128.91	View chart
Novartis Common Stock (NVS)	0.1	$7.6M	-8%	79k	96.73	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Fund (MINT)	0.1	$7.6M	-11%	75k	100.54	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.1	$7.4M	-24%	204k	36.19	View chart
Colgate-palmolive Company Common Stock (CL)	0.1	$7.3M	-80%	81k	90.05	View chart
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH)	0.1	$7.3M	+375%	118k	61.90	View chart
Lam Research Corporation Common Stock (LRCX)	0.1	$7.3M	-16%	7.5k	971.56	View chart
Prologis Common Stock (PLD)	0.1	$7.2M		55k	130.22	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.1	$7.2M		123k	58.65	View chart
Workday, Inc. Class A Common Stock (WDAY)	0.1	$7.2M	+852%	26k	272.75	View chart
At&t Common Stock (T)	0.1	$7.1M	-2%	403k	17.60	View chart
Tjx Companies Common Stock (TJX)	0.1	$7.0M	-14%	69k	101.42	View chart
Boeing Company Common Stock (BA)	0.1	$6.9M	-8%	36k	192.99	View chart
D.r. Horton Common Stock (DHI)	0.1	$6.8M	-32%	42k	164.55	View chart
Conocophillips Common Stock (COP)	0.1	$6.8M	-11%	54k	127.28	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Exchange Traded Fund (IHDG)	0.1	$6.8M		147k	45.94	View chart
Ishares Short Treasury Bond Etf Exchange Traded Fund (SHV)	0.1	$6.7M	-3%	61k	110.54	View chart
Relx Common Stock (RELX)	0.1	$6.7M	-7%	156k	43.29	View chart
Wisdomtree Us Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.1	$6.7M	-6%	88k	76.19	View chart
Pioneer Natural Resources Company Common Stock (PXD)	0.1	$6.7M	-25%	25k	262.50	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$6.7M	+7%	23k	284.13	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.1	$6.7M	-9%	83k	79.86	View chart
Southern Company Common Stock (SO)	0.1	$6.6M	-27%	92k	71.74	View chart
Hdfc Bank Common Stock (HDB)	0.1	$6.5M	-3%	117k	55.97	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	0.1	$6.5M	-13%	181k	35.84	View chart
Invesco Large Cap Growth Etf Exchange Traded Fund (PWB)	0.1	$6.5M	-35%	72k	89.29	View chart
Phillips 66 Common Stock (PSX)	0.1	$6.5M	-3%	40k	163.34	View chart
Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI)	0.1	$6.4M	-83%	62k	103.98	View chart
Northrop Grumman Corp. Common Stock (NOC)	0.1	$6.4M	-36%	13k	478.65	View chart
Ing Groep Nv Common Stock (ING)	0.1	$6.3M	-8%	385k	16.49	View chart
Blue Owl Capital Corporation Common Stock (OBDC)	0.1	$6.3M	-3%	410k	15.38	View chart
Ishares Core Dividend Growth Etf Exchange Traded Fund (DGRO)	0.1	$6.3M	-26%	109k	58.06	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.1	$6.2M	+12%	68k	91.80	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$6.2M	+32%	36k	169.37	View chart
Blackstone Common Stock (BX)	0.1	$6.1M	-10%	47k	131.37	View chart
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)	0.1	$6.1M	-12%	122k	50.10	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.1	$6.1M	-5%	227k	26.86	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.1	$6.1M	-9%	104k	58.55	View chart
Applied Materials Common Stock (AMAT)	0.1	$6.1M	-6%	30k	206.23	View chart
Wisdomtree U.s. Smallcap Dividend Fund Exchange Traded Fund (DES)	0.1	$6.1M	-38%	186k	32.68	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.0	$6.0M	-83%	24k	247.41	View chart

Past Filings by United Capital Financial Advisors

SEC 13F filings are viewable for United Capital Financial Advisors going back to 2010

United Capital Financial Advisors 2024 Q1 filed May 15, 2024
United Capital Financial Advisors 2023 Q4 filed Feb. 14, 2024
United Capital Financial Advisers 2023 Q3 filed Nov. 14, 2023
United Capital Financial Advisers 2023 Q1 restated filed Aug. 15, 2023
United Capital Financial Advisers 2023 Q2 filed Aug. 14, 2023
United Capital Financial Advisers 2023 Q1 filed May 15, 2023
United Capital Financial Advisers 2022 Q4 filed Feb. 15, 2023
United Capital Financial Advisers 2022 Q3 filed Nov. 14, 2022
United Capital Financial Advisers 2022 Q2 filed Aug. 11, 2022
United Capital Financial Advisers 2022 Q1 filed May 16, 2022
United Capital Financial Advisers 2021 Q4 filed Feb. 14, 2022
United Capital Financial Advisers 2021 Q3 filed Nov. 15, 2021
United Capital Financial Advisers 2021 Q2 filed Aug. 13, 2021
United Capital Financial Advisers 2021 Q1 filed May 14, 2021
United Capital Financial Advisers 2020 Q4 filed Feb. 17, 2021
United Capital Financial Advisers 2020 Q3 filed Nov. 13, 2020

View all past filings

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