Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, IEFA, AAPL, RGEN, and represent 19.51% of United Capital Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: RGEN (+$368M), PYLD (+$55M), NVDA (+$43M), OEF (+$42M), BAI (+$30M), BIV (+$24M), AAPL (+$22M), ITA (+$21M), GOOGL (+$19M), MSFT (+$19M).
Started 142 new stock positions in HIMS, GLDM, BSMY, OKLO, SSO, AVT, SOLV, SNDR, BBWI, CRDO.
Reduced shares in these 10 stocks: EFG (-$41M), BSV (-$39M), IYW (-$38M), QUAL (-$21M), IUSB (-$21M), EFV (-$18M), VOO (-$16M), JNK (-$13M), AVGO (-$7.6M), OTIS (-$7.3M).
Sold out of its positions in AVK, AMTM, ANSS, AXGN, AZEK, BRF Brasil Foods SA, CRBG, SPXS, FMC, FSLY.
United Capital Financial Advisors was a net buyer of stock by $848M.
United Capital Financial Advisors has $14B in assets under management (AUM), dropping by 12.36%.
Central Index Key (CIK): 0001463217

Tip: Access up to 7 years of quarterly data

Positions held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for United Capital Financial Advisors

United Capital Financial Advisors holds 1194 positions in its portfolio as reported in the September 2025 quarterly 13F filing

United Capital Financial Advisors has 1194 total positions. Only the first 250 positions are shown.

Sign up to view all of the United Capital Financial Advisors Sept. 30, 2025 positions
Download the United Capital Financial Advisors September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	6.8	$949M		1.6M	612.38	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	4.1	$572M		854k	669.30	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	3.1	$431M		4.9M	87.31	View chart
Apple Common Stock (AAPL)	2.9	$398M	+5%	1.6M	254.63	View chart
Repligen Corp Common Stock (RGEN)	2.6	$368M	NEW	2.8M	133.67	View chart
Microsoft Corp Common Stock (MSFT)	2.6	$362M	+5%	698k	517.95	View chart
Nvidia Corp Common Stock (NVDA)	2.4	$339M	+14%	1.8M	186.58	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	2.2	$308M	-11%	3.9M	78.91	View chart
Vanguard Interm-term Bond Etf Exchange Traded Fund (BIV)	1.9	$265M	+10%	3.4M	78.09	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.9	$265M	+2%	1.4M	186.49	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	1.8	$256M		534k	479.61	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	1.7	$231M	+4%	3.5M	65.92	View chart
Alphabet Inc Class A Common Stock (GOOGL)	1.4	$189M	+11%	777k	243.10	View chart
Ishares Core Universal Usd Bond Etf Exchange Traded Fund (IUSB)	1.3	$183M	-10%	3.9M	46.71	View chart
Ishares Us Treasury Bond Etf Exchange Traded Fund (GOVT)	1.3	$182M		7.9M	23.12	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	1.1	$152M	-2%	3.8M	39.61	View chart
Amazon.com Common Stock (AMZN)	1.0	$134M	+9%	609k	219.57	View chart
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)	0.9	$129M	-2%	1.1M	118.83	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.9	$129M	-3%	1.1M	120.72	View chart
Alphabet Inc Class C Common Stock (GOOG)	0.9	$128M		527k	243.55	View chart
Berkshire Hathaway Inc Class B Common Stock (BRK.B)	0.9	$126M	+11%	250k	502.74	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	0.9	$124M		1.3M	95.15	View chart
Ishares U.s. Equity Fac Rotation Act Etf Exchange Traded Fund (DYNF)	0.9	$122M	+18%	2.1M	59.20	View chart
Meta Platforms Inc Class A Common Stock (META)	0.8	$114M		155k	734.38	View chart
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF)	0.8	$113M		2.4M	46.42	View chart
Jpmorgan Chase & Co Common Stock (JPM)	0.8	$113M	-2%	357k	315.43	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.8	$111M	+3%	537k	206.51	View chart
Ishares 5-10 Year Invmt Grd Corp Bd Etf Exchange Traded Fund (IGIB)	0.8	$106M		2.0M	54.09	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.7	$101M	-17%	519k	194.50	View chart
Stt Strt Spdr Nuveen Ice S/t Muncpletf Exchange Traded Fund (SHM)	0.7	$96M	-3%	2.0M	48.22	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.7	$94M	+78%	284k	332.84	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.7	$92M	-16%	1.4M	67.83	View chart
Visa Inc Class A Common Stock (V)	0.6	$90M	-2%	263k	341.38	View chart
Oracle Corp Common Stock (ORCL)	0.6	$88M	+8%	314k	281.24	View chart
Spdr S&p 500 Etf Exchange Traded Fund (SPY)	0.6	$79M	+2%	119k	666.18	View chart
State Street Spdr Blmbg Hi Yld Bd Etf Exchange Traded Fund (JNK)	0.6	$79M	-14%	803k	97.99	View chart
Costco Wholesale Corp Common Stock (COST)	0.6	$78M		84k	925.62	View chart
Vanguard Small-cap Value Etf Exchange Traded Fund (VBR)	0.5	$73M	-6%	350k	208.71	View chart
Ishares Core Us Aggregate Bond Etf Exchange Traded Fund (AGG)	0.5	$72M		721k	100.25	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.5	$68M	-5%	748k	91.42	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$64M	+13%	343k	185.42	View chart
Broadcom Common Stock (AVGO)	0.5	$63M	-10%	192k	329.91	View chart
Schwab Us Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.4	$63M	-3%	2.0M	31.91	View chart
Ishares 10-20 Year Treasury Bond Etf Exchange Traded Fund (TLH)	0.4	$63M	+18%	606k	102.99	View chart
State Street Spdr Port S&p 400 Md Cpetf Exchange Traded Fund (SPMD)	0.4	$61M	+29%	1.1M	57.19	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.4	$61M		568k	106.49	View chart
Qualcomm Common Stock (QCOM)	0.4	$59M	+11%	355k	166.36	View chart
The Walt Disney Common Stock (DIS)	0.4	$59M	-4%	512k	114.50	View chart
The Home Depot Common Stock (HD)	0.4	$59M	-7%	144k	405.19	View chart
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST)	0.4	$58M		1.2M	50.73	View chart
Abbvie Common Stock (ABBV)	0.4	$56M	+24%	243k	231.54	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.4	$56M		2.4M	23.28	View chart
Pimco Multisector Bond Active Etf Exchange Traded Fund (PYLD)	0.4	$55M	NEW	2.0M	26.84	View chart
Cisco Systems Common Stock (CSCO)	0.4	$53M	+2%	771k	68.42	View chart
Asml Holding Nv Common Stock (ASML)	0.4	$52M		54k	968.10	View chart
Vanguard Global Ex-us Real Est Etf Exchange Traded Fund (VNQI)	0.4	$52M	-8%	1.1M	47.74	View chart
Starbucks Corp Common Stock (SBUX)	0.4	$51M	+9%	608k	84.60	View chart
Schwab Us Large-cap Etf Exchange Traded Fund (SCHX)	0.4	$51M	-3%	1.9M	26.34	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.4	$50M	+13%	937k	53.24	View chart
Schwab Us Large-cap Value Etf Exchange Traded Fund (SCHV)	0.4	$49M	-2%	1.7M	29.11	View chart
Ishares A.i. Innovation And Tech Act Etf Exchange Traded Fund (BAI)	0.4	$49M	+157%	1.4M	34.16	View chart
Tesla Common Stock (TSLA)	0.3	$48M	+19%	108k	444.72	View chart
Medtronic Common Stock (MDT)	0.3	$48M		499k	95.24	View chart
Ishares U.s. Thematic Rotation Activeetf Exchange Traded Fund (THRO)	0.3	$46M		1.2M	37.86	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.3	$45M		152k	297.62	View chart
S&p Global Common Stock (SPGI)	0.3	$44M	-2%	91k	486.71	View chart
Eli Lilly And Common Stock (LLY)	0.3	$44M	+6%	58k	763.00	View chart
Procter & Gamble Common Stock (PG)	0.3	$43M	+16%	282k	153.65	View chart
Ishares Core International Aggt Bd Etf Exchange Traded Fund (IAGG)	0.3	$43M	+2%	842k	51.23	View chart
Mastercard Inc Class A Common Stock (MA)	0.3	$42M	-7%	74k	568.81	View chart
American Express Common Stock (AXP)	0.3	$41M	+26%	123k	332.16	View chart
Walmart Common Stock (WMT)	0.3	$40M		390k	103.06	View chart
Accenture Plc Class A Common Stock (ACN)	0.3	$39M	-4%	160k	246.60	View chart
Pepsico Common Stock (PEP)	0.3	$39M	+2%	279k	140.44	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.3	$39M		119k	328.17	View chart
Lowe's Companies Common Stock (LOW)	0.3	$39M		154k	251.31	View chart
Rtx Corp Common Stock (RTX)	0.3	$38M	-11%	227k	167.33	View chart
Unilever Common Stock (UL)	0.3	$37M		627k	59.28	View chart
Chevron Corp Common Stock (CVX)	0.3	$37M		238k	155.29	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.3	$36M	-5%	78k	468.41	View chart
Intuitive Surgical Common Stock (ISRG)	0.3	$36M	-2%	80k	447.23	View chart
Novo Nordisk As Common Stock (NVO)	0.3	$35M	+15%	638k	55.49	View chart
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM)	0.2	$33M		130k	256.45	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.2	$33M	+2%	508k	65.26	View chart
Kkr & Co Inc Ordinary Shares Common Stock (KKR)	0.2	$32M	-3%	249k	129.95	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.2	$32M	+54%	437k	72.77	View chart
Exxon Mobil Corp Common Stock (XOM)	0.2	$31M		277k	112.75	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.2	$31M	+18%	111k	279.29	View chart
Ishares Ibonds Dec 2026 Term Tr Etf Exchange Traded Fund (IBTG)	0.2	$31M	+97%	1.3M	22.95	View chart
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)	0.2	$31M	-4%	303k	100.70	View chart
Salesforce Common Stock (CRM)	0.2	$30M	+14%	126k	237.00	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$30M		118k	254.28	View chart
Ishares 1-5 Year Invmt Grd Corp Bd Etf Exchange Traded Fund (IGSB)	0.2	$29M	-3%	537k	53.03	View chart
Netflix Common Stock (NFLX)	0.2	$28M		23k	1198.94	View chart
Vanguard Ftse All-wld Ex-us Etf Exchange Traded Fund (VEU)	0.2	$27M	+17%	382k	71.37	View chart
Amphenol Corp Class A Common Stock (APH)	0.2	$27M	-2%	220k	123.75	View chart
Intuit Common Stock (INTU)	0.2	$27M	-13%	40k	682.90	View chart
Adobe Common Stock (ADBE)	0.2	$27M	-11%	77k	352.75	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$27M		202k	133.94	View chart
Stt Strt Spdr Nuveen Ice Hy Muncpl Etf Exchange Traded Fund (HYMB)	0.2	$27M	-5%	1.1M	24.93	View chart
General Dynamics Corp Common Stock (GD)	0.2	$27M		79k	341.00	View chart
T-mobile Us Common Stock (TMUS)	0.2	$27M	-4%	111k	239.38	View chart
Invesco Qqq Trust Exchange Traded Fund (QQQ)	0.2	$27M		44k	600.37	View chart
Arthur J. Gallagher & Co Common Stock (AJG)	0.2	$27M	+96%	86k	309.74	View chart
Ishares Core S&p Total Us Stock Mkt Etf Exchange Traded Fund (ITOT)	0.2	$26M	-2%	175k	145.65	View chart
Ares Management Corp Ordinary Shares - Class A Common Stock (ARES)	0.2	$25M	-2%	159k	159.89	View chart
Ge Aerospace Common Stock (GE)	0.2	$25M	+95%	84k	300.82	View chart
State Street Spdr Blmbg1-3mtht-billetf Exchange Traded Fund (BIL)	0.2	$25M		267k	91.75	View chart
Nasdaq Common Stock (NDAQ)	0.2	$24M		271k	88.45	View chart
Ishares Us Technology Etf Exchange Traded Fund (IYW)	0.2	$24M	-61%	122k	195.86	View chart
Amgen Common Stock (AMGN)	0.2	$24M	+30%	85k	282.20	View chart
Booking Holdings Common Stock (BKNG)	0.2	$24M	-3%	4.4k	5399.41	View chart
Ishares Ibonds Dec 2025 Term Tr Etf Exchange Traded Fund (IBTF)	0.2	$23M	+53%	1.0M	23.36	View chart
Parker Hannifin Corp Common Stock (PH)	0.2	$23M	-2%	31k	758.16	View chart
Deere & Co Common Stock (DE)	0.2	$23M	-5%	51k	457.26	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.2	$23M		390k	59.92	View chart
Eaton Corp Common Stock (ETN)	0.2	$23M	+70%	62k	374.25	View chart
Illinois Tool Works Common Stock (ITW)	0.2	$23M		87k	260.76	View chart
American Tower Corp Common Stock (AMT)	0.2	$23M	-5%	117k	192.32	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$22M	+74%	45k	485.02	View chart
Schwab Us Broad Market Etf Exchange Traded Fund (SCHB)	0.2	$22M		853k	25.71	View chart
Caterpillar Common Stock (CAT)	0.2	$22M	-3%	45k	477.15	View chart
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS)	0.2	$21M	-2%	193k	110.59	View chart
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY)	0.2	$21M	-4%	254k	82.96	View chart
Ishares Us Aerospace & Defense Etf Exchange Traded Fund (ITA)	0.2	$21M	+6866%	101k	209.26	View chart
Ge Vernova Common Stock (GEV)	0.1	$20M	+290%	33k	614.90	View chart
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$20M		141k	141.50	View chart
Danaher Corp Common Stock (DHR)	0.1	$20M	-8%	100k	198.26	View chart
Gilead Sciences Common Stock (GILD)	0.1	$20M	-2%	178k	111.00	View chart
Honeywell International Common Stock (HON)	0.1	$20M	+87%	93k	210.50	View chart
Jacobs Solutions Common Stock (J)	0.1	$20M	-3%	130k	149.86	View chart
Uber Technologies Common Stock (UBER)	0.1	$19M		195k	97.97	View chart
State Street Spdr Port S&p 600 Sm Cpetf Exchange Traded Fund (SPSM)	0.1	$19M	+43%	412k	46.32	View chart
Copart Common Stock (CPRT)	0.1	$19M	-3%	423k	44.97	View chart
Servicenow Common Stock (NOW)	0.1	$19M	+41%	21k	920.29	View chart
The Goldman Sachs Group Common Stock (GS)	0.1	$19M	+166%	24k	796.34	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.1	$19M	-2%	93k	203.59	View chart
Ishares Ibonds Dec 2027 Term Tr Etf Exchange Traded Fund (IBTH)	0.1	$18M	+62%	803k	22.52	View chart
Iron Mountain Common Stock (IRM)	0.1	$18M	-3%	177k	101.94	View chart
Ishares Ibonds Dec 2028 Term Tr Etf Exchange Traded Fund (IBTI)	0.1	$18M	+63%	798k	22.39	View chart
Ishares Ibonds Dec 2029 Term Tr Etf Exchange Traded Fund (IBTJ)	0.1	$18M	+65%	805k	21.95	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$18M	+113%	86k	203.62	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$17M		56k	307.86	View chart
Cra International Common Stock (CRAI)	0.1	$17M		82k	208.53	View chart
State Street Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.1	$17M	-22%	121k	140.05	View chart
Westinghouse Air Brake Technologies Corp Common Stock (WAB)	0.1	$17M	-5%	83k	200.47	View chart
Cme Group Inc Class A Common Stock (CME)	0.1	$17M		61k	270.19	View chart
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)	0.1	$16M	-2%	43k	378.94	View chart
Ishares Jp Morgan Usd Em Mkts Bd Etf Exchange Traded Fund (EMB)	0.1	$16M	-3%	170k	95.19	View chart
F5 Common Stock (FFIV)	0.1	$16M	-3%	49k	323.19	View chart
Wells Fargo & Co Common Stock (WFC)	0.1	$16M		189k	83.82	View chart
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI)	0.1	$16M		113k	138.24	View chart
Roper Technologies Common Stock (ROP)	0.1	$16M	-24%	31k	498.69	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$15M		52k	293.50	View chart
C.h. Robinson Worldwide Common Stock (CHRW)	0.1	$15M	-16%	114k	132.40	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$15M		62k	241.96	View chart
Ishares Investment Grade Systmtc Bd Etf Exchange Traded Fund (IGEB)	0.1	$15M	-3%	319k	46.05	View chart
Schwab Municipal Bond Etf Exchange Traded Fund (SCMB)	0.1	$15M	+23%	570k	25.61	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	0.1	$15M	-3%	621k	23.47	View chart
Emerson Electric Common Stock (EMR)	0.1	$14M		110k	131.18	View chart
Firstservice Corp Ordinary Shares Common Stock (FSV)	0.1	$14M	+47%	75k	190.49	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.1	$14M		145k	95.14	View chart
Jpmorgan Hedged Equity Ldrd Ovrly Etf Exchange Traded Fund (HELO)	0.1	$14M	+15%	212k	65.00	View chart
Colgate-palmolive Common Stock (CL)	0.1	$14M		169k	79.94	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$13M	+18%	83k	161.79	View chart
The Health Care Select Sector Spdr Etf Exchange Traded Fund (XLV)	0.1	$13M	-2%	95k	139.17	View chart
Ishares 0-5 Year Tips Bond Etf Exchange Traded Fund (STIP)	0.1	$13M	+12%	126k	103.36	View chart
International Business Machines Corp Common Stock (IBM)	0.1	$13M	+2%	46k	282.16	View chart
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR)	0.1	$13M	-2%	190k	68.12	View chart
Ishares Iboxx $ High Yield Corp Bd Etf Exchange Traded Fund (HYG)	0.1	$13M	-2%	157k	81.19	View chart
Stryker Corp Common Stock (SYK)	0.1	$13M	-22%	34k	369.67	View chart
Blackrock Common Stock (BLK)	0.1	$13M	-32%	11k	1165.88	View chart
Ishares Core S&p Us Growth Etf Exchange Traded Fund (IUSG)	0.1	$12M	-3%	76k	164.54	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$12M		229k	54.18	View chart
Invesco Bulletshares 2025 Hy Corp Bd Etf Exchange Traded Fund (BSJP)	0.1	$12M		538k	23.06	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$12M		57k	215.79	View chart
Air Products And Chemicals Common Stock (APD)	0.1	$12M	+108%	44k	272.72	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$12M	+7%	231k	51.59	View chart
Heico Corp Common Stock (HEI)	0.1	$12M	+4%	37k	322.82	View chart
Charles Schwab Corp Common Stock (SCHW)	0.1	$12M	+210%	124k	95.47	View chart
Ferguson Enterprises Common Stock (FERG)	0.1	$12M	-5%	52k	224.58	View chart
The Comm Svcs Sel Sect Spdr Etf Exchange Traded Fund (XLC)	0.1	$12M		99k	118.37	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$12M		145k	79.93	View chart
Republic Services Common Stock (RSG)	0.1	$12M		50k	229.48	View chart
Kinsale Capital Group Common Stock (KNSL)	0.1	$12M	-22%	27k	425.26	View chart
Motorola Solutions Common Stock (MSI)	0.1	$11M	+407%	25k	457.29	View chart
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV)	0.1	$11M		114k	99.95	View chart
Vanguard High Dividend Yield Etf Exchange Traded Fund (VYM)	0.1	$11M		81k	140.95	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$11M	+10%	33k	345.30	View chart
Xylem Common Stock (XYL)	0.1	$11M		77k	147.50	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.1	$11M	+19%	93k	119.51	View chart
Broadstone Net Lease Inc Ordinary Shares Common Stock (BNL)	0.1	$11M	-5%	624k	17.87	View chart
At&t Common Stock (T)	0.1	$11M	-2%	394k	28.24	View chart
Workday Inc Class A Common Stock (WDAY)	0.1	$11M	-8%	46k	240.73	View chart
Cintas Corp Common Stock (CTAS)	0.1	$11M		54k	205.26	View chart
Snowflake Inc Ordinary Shares Common Stock (SNOW)	0.1	$11M	+353%	49k	225.55	View chart
Blackstone Common Stock (BX)	0.1	$11M	+295%	64k	170.85	View chart
Nextera Energy Common Stock (NEE)	0.1	$11M		141k	75.49	View chart
Ishares Core Msci Total Intl Stk Etf Exchange Traded Fund (IXUS)	0.1	$10M		126k	82.58	View chart
Novartis Common Stock (NVS)	0.1	$10M	+5%	81k	128.24	View chart
Ishares Us Financials Etf Exchange Traded Fund (IYF)	0.1	$10M		82k	126.64	View chart
Metlife Common Stock (MET)	0.1	$10M	+368%	126k	82.37	View chart
Merck & Co Common Stock (MRK)	0.1	$10M	-2%	122k	83.93	View chart
Msci Common Stock (MSCI)	0.1	$10M		18k	567.41	View chart
Diageo Common Stock (DEO)	0.1	$10M		107k	95.43	View chart
Thomson Reuters Corp Common Stock (TRI)	0.1	$10M		65k	155.33	View chart
The Technology Select Sector Spdr Etf Exchange Traded Fund (XLK)	0.1	$10M	-3%	36k	281.86	View chart
Boeing Common Stock (BA)	0.1	$10M	+4%	47k	215.83	View chart
Palantir Technologies Inc Ordinary Shares - Class A Common Stock (PLTR)	0.1	$10M	+5%	55k	182.42	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$10M		75k	133.90	View chart
Verizon Communications Common Stock (VZ)	0.1	$10M		228k	43.95	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.1	$9.9M	-2%	72k	137.80	View chart
Coca-cola Common Stock (KO)	0.1	$9.8M	-2%	148k	66.32	View chart
Steris Common Stock (STE)	0.1	$9.8M		40k	247.44	View chart
Ball Corp Common Stock (BALL)	0.1	$9.7M	-6%	192k	50.42	View chart
Nike Inc Class B Common Stock (NKE)	0.1	$9.7M	-18%	139k	69.73	View chart
Old Dominion Freight Line Inc Ordinary Shares Common Stock (ODFL)	0.1	$9.6M	+20%	69k	140.78	View chart
Philip Morris International Common Stock (PM)	0.1	$9.6M		59k	162.20	View chart
Lamar Advertising Co Class A Common Stock (LAMR)	0.1	$9.6M	+197%	78k	122.42	View chart
Zoetis Inc Class A Common Stock (ZTS)	0.1	$9.5M		65k	146.32	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.1	$9.5M		187k	50.59	View chart
State Streetspdrports&p1500compstkmktetf Exchange Traded Fund (SPTM)	0.1	$9.4M	-3%	116k	80.65	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$9.3M	+2%	86k	107.81	View chart
Mcdonald's Corp Common Stock (MCD)	0.1	$9.1M	+6%	30k	303.89	View chart
Federal Signal Corp Common Stock (FSS)	0.1	$9.0M	NEW	75k	118.99	View chart
Vanguard Intmdt-term Trs Etf Exchange Traded Fund (VGIT)	0.1	$8.9M	+4%	149k	60.03	View chart
Mondelez International Inc Class A Common Stock (MDLZ)	0.1	$8.9M	-4%	143k	62.47	View chart
Analog Devices Common Stock (ADI)	0.1	$8.8M	+2%	36k	245.70	View chart
Ishares 7-10 Year Treasury Bond Etf Exchange Traded Fund (IEF)	0.1	$8.8M	-2%	92k	96.46	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.1	$8.8M	+12%	60k	145.60	View chart
Ishares Broad Usd High Yield Corp Bd Etf Exchange Traded Fund (USHY)	0.1	$8.8M	-2%	233k	37.78	View chart
Union Pacific Corp Common Stock (UNP)	0.1	$8.7M	-3%	37k	236.37	View chart
State Street Spdr Port Aggt Bd Etf Exchange Traded Fund (SPAB)	0.1	$8.5M		327k	25.85	View chart
Ul Solutions Inc Class A Common Stock (ULS)	0.1	$8.4M	NEW	119k	70.86	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.1	$8.4M	+2%	307k	27.30	View chart
Ishares Intermediate Govt/crdt Bd Etf Exchange Traded Fund (GVI)	0.1	$8.4M	+4%	78k	107.44	View chart
Pool Corp Common Stock (POOL)	0.1	$8.4M		27k	310.07	View chart
Invesco Bulletshares 2026 Hy Corp Bd Etf Exchange Traded Fund (BSJQ)	0.1	$8.2M		352k	23.41	View chart
Texas Instruments Common Stock (TXN)	0.1	$8.2M	-10%	45k	183.73	View chart
Crowdstrike Holdings Inc Class A Common Stock (CRWD)	0.1	$8.1M	+4%	17k	490.39	View chart
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)	0.1	$8.1M		138k	58.85	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$7.8M		41k	189.70	View chart
Kimberly-clark Corp Common Stock (KMB)	0.1	$7.8M	+143%	63k	124.34	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.1	$7.8M		83k	93.37	View chart
Schwab Us Small-cap Etf Exchange Traded Fund (SCHA)	0.1	$7.7M	-6%	276k	27.90	View chart
Tjx Companies Common Stock (TJX)	0.1	$7.6M	-6%	53k	144.54	View chart
Bristol-myers Squibb Common Stock (BMY)	0.1	$7.5M	-8%	165k	45.10	View chart
Southern Common Stock (SO)	0.1	$7.4M	-5%	79k	94.77	View chart
Tractor Supply Common Stock (TSCO)	0.1	$7.2M	-40%	127k	56.87	View chart
Capital One Financial Corp Common Stock (COF)	0.1	$7.2M		34k	212.58	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 2025 Q3 filed Nov. 14, 2025
United Capital Financial Advisors 2025 Q2 filed Aug. 11, 2025
United Capital Financial Advisors 2025 Q1 filed May 13, 2025
United Capital Financial Advisors 2024 Q4 filed Feb. 13, 2025
United Capital Financial Advisors 2024 Q3 filed Nov. 12, 2024
United Capital Financial Advisors 2024 Q2 filed Aug. 14, 2024
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z