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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 SPY, VOO, MSFT, BRK.B, AAPL, and represent 44.07% of United Capital Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$5.9B), BRK.B (+$569M), MSFT (+$419M), LLY (+$396M), AAPL (+$233M), CRWD (+$220M), ELV (+$108M), EFV (+$48M), AVGO (+$41M), IUSB (+$28M).
Started 67 new stock positions in Smurfit WestRock, PFIS, CW, PNR, EVR, Te Connectivity, AER, ADT, IBDX, FYBR.
Reduced shares in these 10 stocks: IVV (-$51M), VOO (-$35M), CVS (-$20M), HEFA (-$16M), IEMG (-$15M), IVW (-$13M), NKE (-$13M), Ferguson Plc F (-$11M), TIP (-$8.5M), DG (-$8.1M).
Sold out of its positions in AGL, AR, ASH, ACLS, BMRN, CADE, CRNC, CHPT, CORZZ, DLTR.
United Capital Financial Advisors was a net buyer of stock by $7.8B.
United Capital Financial Advisors has $20B in assets under management (AUM), dropping by 72.07%.
Central Index Key (CIK): 0001463217

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Portfolio Holdings for United Capital Financial Advisors

United Capital Financial Advisors holds 1052 positions in its portfolio as reported in the September 2024 quarterly 13F filing

United Capital Financial Advisors has 1052 total positions. Only the first 250 positions are shown.

Sign up to view all of the United Capital Financial Advisors Sept. 30, 2024 positions
Download the United Capital Financial Advisors September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	29.8	$6.0B	+9420%	10M	573.76	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	4.5	$905M	-3%	1.7M	527.67	View chart
Microsoft Corporation Common Stock (MSFT)	3.4	$682M	+159%	1.6M	430.30	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	3.4	$676M	+533%	1.5M	460.26	View chart
Apple Common Stock (AAPL)	2.9	$588M	+65%	2.5M	233.00	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	2.9	$582M	-8%	1.0M	576.82	View chart
Eli Lilly And Company Common Stock (LLY)	2.2	$432M	+1102%	488k	885.95	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	2.0	$406M		5.2M	78.69	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	1.7	$337M		4.3M	78.05	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	1.4	$276M	+11%	5.8M	47.12	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.2	$237M	+2%	1.4M	174.57	View chart
Crowdstrike Holdings, Inc. Class A Common Stock (CRWD)	1.1	$223M	+5662%	797k	280.47	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	1.0	$204M		2.6M	78.37	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	1.0	$204M		531k	383.93	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	0.9	$190M	+4%	8.1M	23.45	View chart
Nvidia Corporation Common Stock (NVDA)	0.9	$187M	+5%	1.5M	121.44	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	0.8	$153M	-9%	4.3M	35.42	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	0.7	$143M		1.5M	95.81	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	0.7	$137M	-9%	2.4M	57.41	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	0.7	$131M		1.1M	116.96	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.6	$129M	-9%	1.3M	95.75	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM)	0.6	$122M		2.5M	48.14	View chart
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK)	0.6	$116M		1.2M	97.79	View chart
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF)	0.6	$112M		2.7M	42.02	View chart
Elevance Health Common Stock (ELV)	0.6	$112M	+2556%	216k	519.98	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB)	0.6	$111M	+3%	2.1M	53.72	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.5	$109M	+10%	657k	165.85	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.5	$102M		570k	179.30	View chart
Amazon.com Common Stock (AMZN)	0.5	$101M	+2%	540k	186.33	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	0.5	$96M		1.9M	49.47	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.5	$90M		540k	167.19	View chart
Visa Inc. Class A Common Stock (V)	0.4	$90M		326k	274.95	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.4	$89M		908k	97.42	View chart
Costco Wholesale Corporation Common Stock (COST)	0.4	$87M	-6%	99k	886.52	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.4	$87M		432k	200.78	View chart
Meta Platforms Inc Class A Common Stock (META)	0.4	$87M		151k	572.44	View chart
Home Depot Common Stock (HD)	0.4	$86M	-2%	213k	405.20	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.4	$81M	+148%	1.4M	57.53	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.4	$81M		382k	210.86	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.4	$77M	+4%	761k	101.27	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.4	$76M	-9%	706k	107.65	View chart
Accenture Plc Class A Common Stock (ACN)	0.4	$71M		201k	353.48	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.4	$71M		360k	197.17	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.3	$68M		624k	108.63	View chart
Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI)	0.3	$65M		1.4M	46.91	View chart
Pepsico Common Stock (PEP)	0.3	$63M	-2%	371k	170.05	View chart
Starbucks Corporation Common Stock (SBUX)	0.3	$63M		642k	97.49	View chart
Adobe Common Stock (ADBE)	0.3	$61M		119k	517.78	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$59M		350k	170.05	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.3	$59M	-4%	570k	104.18	View chart
Oracle Corporation Common Stock (ORCL)	0.3	$58M	-3%	343k	170.40	View chart
S&p Global Common Stock (SPGI)	0.3	$58M	-2%	112k	516.62	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.3	$57M	-8%	375k	151.62	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.3	$56M	-2%	1.3M	41.12	View chart
Procter & Gamble Company Common Stock (PG)	0.3	$55M		316k	173.20	View chart
Walmart Common Stock (WMT)	0.3	$54M	-2%	671k	80.75	View chart
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST)	0.3	$53M		1.0M	50.74	View chart
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV)	0.3	$52M		643k	80.37	View chart
Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO)	0.3	$50M	-5%	421k	119.07	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	0.2	$49M	-4%	727k	67.85	View chart
Broadcom Common Stock (AVGO)	0.2	$45M	+875%	263k	172.50	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.2	$45M	+43%	840k	53.53	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.2	$43M	+2%	162k	267.37	View chart
Johnson & Johnson Common Stock (JNJ)	0.2	$43M		265k	162.06	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.2	$43M	+2%	73k	584.68	View chart
Lowe's Companies Common Stock (LOW)	0.2	$42M		155k	270.85	View chart
Cisco Systems Common Stock (CSCO)	0.2	$42M		786k	53.22	View chart
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC)	0.2	$41M	+39%	671k	61.11	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$41M		82k	491.27	View chart
Abbvie Common Stock (ABBV)	0.2	$40M		204k	197.48	View chart
Rtx Corporation Common Stock (RTX)	0.2	$39M		322k	121.16	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.2	$39M	-2%	78k	493.80	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.2	$38M		136k	283.16	View chart
Walt Disney Company Common Stock (DIS)	0.2	$37M	-4%	381k	96.19	View chart
Chevron Corporation Common Stock (CVX)	0.2	$36M	-5%	247k	147.27	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB)	0.2	$36M	+6%	689k	52.66	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB)	0.2	$35M		1.3M	26.27	View chart
Medtronic Common Stock (MDT)	0.2	$35M	-2%	387k	90.03	View chart
Kkr & Co Common Stock (KKR)	0.2	$35M	-2%	265k	130.58	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.2	$34M		236k	142.04	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.2	$32M		86k	375.38	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.2	$32M		273k	117.22	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.2	$32M		514k	62.32	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$32M	-3%	104k	302.20	View chart
Unilever Common Stock (UL)	0.2	$30M	-4%	468k	64.96	View chart
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY)	0.2	$30M	+57%	364k	83.15	View chart
Intuit Common Stock (INTU)	0.1	$30M	-2%	48k	621.00	View chart
Salesforce Common Stock (CRM)	0.1	$29M		107k	273.71	View chart
Danaher Corporation Common Stock (DHR)	0.1	$29M		105k	278.02	View chart
American Tower Corporation Common Stock (AMT)	0.1	$29M		125k	232.56	View chart
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT)	0.1	$28M	-19%	283k	98.10	View chart
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)	0.1	$28M	+2%	274k	100.72	View chart
American Express Company Common Stock (AXP)	0.1	$27M		100k	271.20	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.1	$27M		113k	237.21	View chart
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT)	0.1	$26M		210k	125.62	View chart
Ares Management Corporation Common Stock (ARES)	0.1	$26M	-9%	168k	155.84	View chart
Stryker Corporation Common Stock (SYK)	0.1	$25M	-4%	70k	361.26	View chart
T-mobile Us Common Stock (TMUS)	0.1	$25M		120k	206.36	View chart
C.h. Robinson Worldwide Common Stock (CHRW)	0.1	$25M	-4%	224k	110.37	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$24M		214k	114.01	View chart
Copart Common Stock (CPRT)	0.1	$24M		457k	52.40	View chart
Diageo Common Stock (DEO)	0.1	$24M		169k	140.34	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$24M		90k	262.07	View chart
Deere & Company Common Stock (DE)	0.1	$23M		55k	417.33	View chart
Thomson Reuters Corporation Common Stock (TRI)	0.1	$23M	-6%	133k	170.60	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	0.1	$23M		46k	488.07	View chart
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS)	0.1	$23M		209k	107.66	View chart
Tesla Common Stock (TSLA)	0.1	$22M	+6%	85k	261.63	View chart
Blackrock Common Stock (BLK)	0.1	$22M	-4%	23k	949.50	View chart
Arthur J. Gallagher & Co. Common Stock (AJG)	0.1	$22M	-7%	78k	281.37	View chart
Ishares Investment Grade Systematic Bond Etf Exchange Traded Fund (IGEB)	0.1	$22M	-14%	468k	46.47	View chart
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.1	$22M		155k	139.49	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$22M	-4%	78k	276.73	View chart
Iron Mountain Common Stock (IRM)	0.1	$22M	-2%	181k	118.83	View chart
Nike, Inc. Class B Common Stock (NKE)	0.1	$21M	-37%	241k	88.40	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.1	$21M	+2%	403k	52.81	View chart
Amgen Common Stock (AMGN)	0.1	$21M		66k	322.21	View chart
Republic Services Common Stock (RSG)	0.1	$21M	-7%	104k	200.84	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$21M	-4%	314k	66.52	View chart
Gilead Sciences Common Stock (GILD)	0.1	$21M	-3%	246k	83.84	View chart
Roper Technologies Common Stock (ROP)	0.1	$21M	-5%	37k	556.44	View chart
Parker-hannifin Corporation Common Stock (PH)	0.1	$21M		33k	631.81	View chart
Caterpillar Common Stock (CAT)	0.1	$20M		52k	391.12	View chart
Asml Holding Nv Common Stock (ASML)	0.1	$20M		25k	833.25	View chart
Tractor Supply Company Common Stock (TSCO)	0.1	$20M	-5%	69k	290.93	View chart
Cme Group Inc. Class A Common Stock (CME)	0.1	$20M	-3%	91k	220.65	View chart
Nasdaq Common Stock (NDAQ)	0.1	$20M	-6%	270k	73.01	View chart
Amphenol Corporation Class A Common Stock (APH)	0.1	$19M	-7%	297k	65.16	View chart
Booking Holdings Common Stock (BKNG)	0.1	$19M		4.5k	4211.99	View chart
Cintas Corporation Common Stock (CTAS)	0.1	$19M	+271%	93k	205.88	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.1	$18M		363k	50.60	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.1	$18M		95k	189.80	View chart
Merck & Co Common Stock (MRK)	0.1	$18M	-5%	159k	113.56	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$18M		29k	618.57	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	0.1	$18M		380k	47.52	View chart
Netflix Common Stock (NFLX)	0.1	$18M		25k	709.27	View chart
Firstservice Corp Common Stock (FSV)	0.1	$18M	-6%	97k	182.46	View chart
Jacobs Solutions Common Stock (J)	0.1	$17M		131k	130.90	View chart
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR)	0.1	$17M		279k	60.93	View chart
Steris Common Stock (STE)	0.1	$17M	-5%	70k	242.54	View chart
Biogen Common Stock (BIIB)	0.1	$17M	-2%	87k	193.84	View chart
Broadstone Net Lease Common Stock (BNL)	0.1	$17M	-17%	894k	18.95	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	0.1	$17M		92k	181.77	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.1	$16M		106k	154.02	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$16M		60k	263.29	View chart
Ball Corporation Common Stock (BALL)	0.1	$16M	+2%	228k	67.91	View chart
Old Dominion Freight Line Common Stock (ODFL)	0.1	$16M	+1732%	78k	198.64	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$15M	-33%	88k	173.67	View chart
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI)	0.1	$15M	-2%	128k	119.55	View chart
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)	0.1	$15M	-3%	47k	326.73	View chart
Pool Corporation Common Stock (POOL)	0.1	$15M	-3%	40k	376.80	View chart
Jack Henry & Associates Common Stock (JKHY)	0.1	$15M	-4%	83k	176.54	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.1	$14M	-2%	156k	91.31	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$14M	-6%	62k	220.89	View chart
Ishares Iboxx High Yield Corporate Bond Etf Exchange Traded Fund (HYG)	0.1	$14M	+2%	170k	80.30	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$14M	-11%	83k	164.08	View chart
Emerson Electric Common Stock (EMR)	0.1	$13M	-2%	123k	109.37	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Exchange Traded Fund (BSJO)	0.1	$13M	-2%	576k	22.72	View chart
Servicenow Common Stock (NOW)	0.1	$13M		15k	894.39	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$13M		159k	79.42	View chart
Eaton Corp Common Stock (ETN)	0.1	$12M	+5%	37k	331.44	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.1	$12M	-19%	132k	93.58	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.1	$12M	-3%	93k	131.91	View chart
Workday, Inc. Class A Common Stock (WDAY)	0.1	$12M	-6%	50k	244.41	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$12M	-2%	212k	56.49	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$12M		248k	47.85	View chart
Kinsale Capital Group Common Stock (KNSL)	0.1	$12M	NEW	25k	465.57	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$12M		59k	198.06	View chart
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV)	0.1	$12M		122k	95.49	View chart
Verizon Communications Common Stock (VZ)	0.1	$12M	-5%	258k	44.91	View chart
F5 Common Stock (FFIV)	0.1	$12M	+2%	53k	220.20	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM)	0.1	$12M	-5%	164k	70.06	View chart
Union Pacific Corporation Common Stock (UNP)	0.1	$11M		45k	246.48	View chart
Msci Inc. Class A Common Stock (MSCI)	0.1	$11M		19k	582.93	View chart
Ferguson Enterprises Common Stock (FERG)	0.1	$11M	NEW	55k	198.57	View chart
Coca-cola Company Common Stock (KO)	0.1	$11M	+2%	151k	71.86	View chart
Nextera Energy Common Stock (NEE)	0.1	$11M	+2%	127k	84.53	View chart
United Parcel Service, Inc. Class B Common Stock (UPS)	0.1	$11M	-2%	79k	136.34	View chart
Mondelez International, Inc. Class A Common Stock (MDLZ)	0.1	$11M		144k	73.67	View chart
Xylem Common Stock (XYL)	0.1	$10M		77k	135.03	View chart
Texas Instruments Incorporated Common Stock (TXN)	0.1	$10M	-2%	50k	206.57	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$10M		81k	128.20	View chart
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB)	0.1	$10M	-3%	394k	26.14	View chart
Ishares U.s. Infrastructure Etf Exchange Traded Fund (IFRA)	0.1	$10M		218k	46.97	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.0	$9.9M		83k	119.70	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	0.0	$9.9M		136k	72.63	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.0	$9.8M		95k	103.94	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.0	$9.8M	-5%	116k	84.53	View chart
Analog Devices Common Stock (ADI)	0.0	$9.8M	-2%	43k	230.17	View chart
International Business Machines Corporation Common Stock (IBM)	0.0	$9.7M	-6%	44k	221.08	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.0	$9.6M		153k	63.00	View chart
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA)	0.0	$9.6M	-4%	187k	51.50	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.0	$9.4M		104k	90.40	View chart
O'reilly Automotive Common Stock (ORLY)	0.0	$9.3M	-4%	8.1k	1151.62	View chart
Novartis Common Stock (NVS)	0.0	$9.3M	-2%	81k	115.02	View chart
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK)	0.0	$9.2M		41k	225.76	View chart
Gartner Common Stock (IT)	0.0	$9.1M		18k	506.77	View chart
Ishares Floating Rate Bond Etf Exchange Traded Fund (FLOT)	0.0	$9.0M	-7%	177k	51.04	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.0	$9.0M	+6%	175k	51.74	View chart
Bank Of America Corp Common Stock (BAC)	0.0	$8.9M		225k	39.68	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Exchange Traded Fund (BSJP)	0.0	$8.9M	-2%	383k	23.12	View chart
Ge Aerospace Common Stock (GE)	0.0	$8.8M	-2%	47k	188.58	View chart
Mcdonald's Corporation Common Stock (MCD)	0.0	$8.8M	+2%	29k	304.51	View chart
Alcon Common Stock (ALC)	0.0	$8.8M	-5%	88k	100.07	View chart
Ishares U.s. Financials Etf Exchange Traded Fund (IYF)	0.0	$8.6M	-3%	83k	103.90	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.0	$8.3M	-4%	66k	126.18	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.0	$8.1M		156k	51.82	View chart
At&t Common Stock (T)	0.0	$7.9M		361k	22.00	View chart
Colgate-palmolive Company Common Stock (CL)	0.0	$7.8M	-6%	75k	103.81	View chart
Paychex Common Stock (PAYX)	0.0	$7.8M	-2%	58k	134.19	View chart
Palo Alto Networks Common Stock (PANW)	0.0	$7.7M	+4%	23k	341.80	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.0	$7.7M	+12%	43k	179.16	View chart
Pfizer Common Stock (PFE)	0.0	$7.7M	-6%	265k	28.94	View chart
Southern Company Common Stock (SO)	0.0	$7.6M	-3%	84k	90.18	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.0	$7.4M	-4%	179k	41.28	View chart
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH)	0.0	$7.4M		114k	65.00	View chart
Prologis Common Stock (PLD)	0.0	$7.3M		58k	126.28	View chart
Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI)	0.0	$7.2M	+8%	67k	107.10	View chart
Hdfc Bank Common Stock (HDB)	0.0	$7.1M	-2%	114k	62.56	View chart
Tjx Companies Common Stock (TJX)	0.0	$7.0M	-7%	60k	117.54	View chart
Relx Common Stock (RELX)	0.0	$6.8M	-4%	143k	47.46	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.0	$6.7M	+11%	73k	91.81	View chart
D.r. Horton Common Stock (DHI)	0.0	$6.7M	-4%	35k	190.77	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.0	$6.7M	-3%	80k	83.63	View chart
Wisdomtree Us Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.0	$6.6M		80k	83.21	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Exchange Traded Fund (IHDG)	0.0	$6.5M		143k	45.70	View chart
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)	0.0	$6.5M	-3%	110k	59.02	View chart
Philip Morris International Common Stock (PM)	0.0	$6.5M	+3%	53k	121.40	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	0.0	$6.4M	-3%	172k	37.56	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.0	$6.4M	+21%	54k	119.61	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.0	$6.4M	-2%	23k	276.76	View chart
Northrop Grumman Corp. Common Stock (NOC)	0.0	$6.4M	-5%	12k	528.08	View chart
Conocophillips Common Stock (COP)	0.0	$6.3M	+16%	60k	105.28	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.0	$6.3M	-6%	104k	60.42	View chart
Air Products And Chemicals Common Stock (APD)	0.0	$6.3M		21k	297.73	View chart
Ishares Core Msci Pacific Etf Exchange Traded Fund (IPAC)	0.0	$6.2M		94k	66.59	View chart
Linde Common Stock (LIN)	0.0	$6.0M		13k	476.86	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.0	$6.0M		23k	263.83	View chart
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)	0.0	$6.0M	-4%	113k	52.86	View chart
Ishares Core Dividend Growth Etf Exchange Traded Fund (DGRO)	0.0	$6.0M	-2%	95k	62.69	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Exchange Traded Fund (SHYG)	0.0	$5.9M	-22%	136k	43.42	View chart
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.0	$5.9M	-4%	71k	82.94	View chart
Lam Research Corporation Common Stock (LRCX)	0.0	$5.9M		7.2k	816.17	View chart
Applied Materials Common Stock (AMAT)	0.0	$5.8M	-3%	29k	202.05	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.0	$5.7M	-4%	210k	27.34	View chart
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)	0.0	$5.6M		84k	66.35	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Exchange Traded Fund (MINT)	0.0	$5.5M	-12%	55k	100.69	View chart
Ishares Select Dividend Etf Exchange Traded Fund (DVY)	0.0	$5.4M	+4%	40k	135.07	View chart
Dimensional U.s. Equity Market Etf Exchange Traded Fund (DFUS)	0.0	$5.4M		87k	62.20	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Exchange Traded Fund (IBDQ)	0.0	$5.4M	+6%	215k	25.10	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 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
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

View all past filings

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