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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, AAPL, IEFA, and represent 21.37% of United Capital Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$46M), SCHV (+$33M), SCHX (+$32M), MTUM (+$27M), SCHF (+$24M), BLK (+$18M), SCHB (+$14M), DIS (+$12M), BIL (+$11M), GVI (+$11M).
Started 67 new stock positions in TCBI, KRE, DOX, FDEC, CRAI, CACI, TPIF, TDS, IBTK, IVLU.
Reduced shares in these 10 stocks: SPY (-$6.0B), BRK.B (-$561M), MSFT (-$405M), LLY (-$342M), AAPL (-$269M), CRWD (-$267M), ELV (-$77M), VOO (-$31M), IUSB (-$30M), IVV (-$23M).
Sold out of its positions in ADT, WMS, Arista Networks, Avangrid, BCE, BKU, BlackRock, CZR, CPT, CPB.
United Capital Financial Advisors was a net seller of stock by $-8.0B.
United Capital Financial Advisors has $12B in assets under management (AUM), dropping by -40.86%.
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 December 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 Dec. 31, 2024 positions
Download the United Capital Financial Advisors December 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)	7.5	$893M	-3%	1.7M	538.81	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	4.8	$571M	-3%	970k	588.68	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	3.4	$399M		5.2M	77.27	View chart
Apple Common Stock (AAPL)	3.1	$363M	-42%	1.4M	250.42	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	2.6	$306M		4.4M	70.28	View chart
Microsoft Corporation Common Stock (MSFT)	2.2	$263M	-60%	624k	421.50	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	2.0	$234M	-11%	5.2M	45.20	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.9	$230M		1.4M	169.30	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	1.8	$214M		522k	410.44	View chart
Nvidia Corporation Common Stock (NVDA)	1.7	$205M		1.5M	134.29	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	1.7	$199M	+2%	2.7M	74.73	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	1.5	$181M	-2%	7.9M	22.98	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	1.3	$149M		4.3M	34.75	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	1.2	$137M		1.5M	91.68	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	1.1	$129M	-5%	1.3M	101.53	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	1.1	$128M		1.1M	115.22	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	1.1	$126M		667k	189.30	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	1.1	$125M		2.4M	52.22	View chart
Amazon.com Common Stock (AMZN)	1.0	$120M		546k	219.39	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM)	1.0	$116M	-2%	2.5M	47.39	View chart
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK)	0.9	$112M		1.2M	95.47	View chart
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF)	0.9	$110M		2.6M	41.40	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB)	0.9	$105M		2.0M	51.51	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	0.9	$105M	-84%	232k	453.28	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.8	$100M	-2%	526k	190.44	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.8	$99M	-2%	558k	178.08	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	0.8	$93M	-6%	1.8M	51.25	View chart
Visa Inc. Class A Common Stock (V)	0.8	$92M	-10%	292k	316.04	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.8	$91M		378k	239.71	View chart
Meta Platforms Inc Class A Common Stock (META)	0.7	$88M		151k	585.51	View chart
Costco Wholesale Corporation Common Stock (COST)	0.7	$84M	-7%	91k	916.27	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.7	$84M	-2%	422k	198.18	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.7	$80M		895k	89.08	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.7	$77M	+13%	800k	96.83	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.6	$77M	+3%	1.5M	52.47	View chart
Home Depot Common Stock (HD)	0.6	$74M	-11%	189k	388.99	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.6	$70M	-4%	727k	96.90	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.6	$68M		357k	190.88	View chart
Accenture Plc Class A Common Stock (ACN)	0.6	$68M	-3%	194k	351.79	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.5	$64M	-4%	598k	106.55	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.5	$62M	+291%	2.2M	27.87	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	0.5	$61M	-99%	103k	586.08	View chart
Starbucks Corporation Common Stock (SBUX)	0.5	$57M	-3%	623k	91.25	View chart
Broadcom Common Stock (AVGO)	0.5	$56M	-7%	243k	231.84	View chart
Oracle Corporation Common Stock (ORCL)	0.5	$56M		337k	166.64	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.5	$56M	-6%	350k	159.52	View chart
Walt Disney Company Common Stock (DIS)	0.5	$55M	+29%	492k	111.35	View chart
Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI)	0.5	$54M		1.4M	39.56	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.4	$52M	-3%	336k	153.62	View chart
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST)	0.4	$52M		1.0M	50.37	View chart
S&p Global Common Stock (SPGI)	0.4	$51M	-8%	103k	498.03	View chart
Adobe Common Stock (ADBE)	0.4	$50M	-5%	112k	444.68	View chart
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV)	0.4	$50M	+195%	1.9M	26.07	View chart
Pepsico Common Stock (PEP)	0.4	$49M	-12%	324k	152.06	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	0.4	$49M	+190%	2.1M	23.18	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.4	$49M	+95%	2.6M	18.50	View chart
Procter & Gamble Company Common Stock (PG)	0.4	$47M	-11%	280k	167.65	View chart
Cisco Systems Common Stock (CSCO)	0.4	$46M		779k	59.20	View chart
Walmart Common Stock (WMT)	0.4	$46M	-24%	508k	90.35	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.4	$45M		160k	280.06	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.4	$43M		826k	52.02	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$42M	+10%	292k	144.62	View chart
Intuitive Surgical Common Stock (ISRG)	0.4	$42M	-3%	80k	521.96	View chart
Rtx Corporation Common Stock (RTX)	0.3	$41M	+10%	354k	115.72	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.3	$41M		77k	526.57	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.3	$39M	-2%	133k	289.81	View chart
Lowe's Companies Common Stock (LOW)	0.3	$38M		156k	246.80	View chart
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC)	0.3	$38M		684k	55.45	View chart
Kkr & Co Common Stock (KKR)	0.3	$38M	-3%	256k	147.91	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.3	$37M		74k	505.86	View chart
Medtronic Common Stock (MDT)	0.3	$37M	+19%	464k	79.88	View chart
Salesforce Common Stock (CRM)	0.3	$37M	+3%	110k	334.33	View chart
Chevron Corporation Common Stock (CVX)	0.3	$36M		250k	144.84	View chart
Abbvie Common Stock (ABBV)	0.3	$35M	-2%	199k	177.70	View chart
Eli Lilly And Company Common Stock (LLY)	0.3	$35M	-90%	45k	772.01	View chart
Tesla Common Stock (TSLA)	0.3	$35M		86k	403.84	View chart
Unilever Common Stock (UL)	0.3	$34M	+28%	599k	56.70	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.3	$34M		84k	401.58	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB)	0.3	$34M		1.3M	25.58	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB)	0.3	$33M	-6%	641k	51.70	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.3	$32M		512k	62.31	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.3	$31M		237k	132.10	View chart
Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO)	0.3	$31M	-14%	360k	86.02	View chart
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY)	0.2	$30M		361k	81.98	View chart
American Express Company Common Stock (AXP)	0.2	$29M		99k	296.79	View chart
Intuit Common Stock (INTU)	0.2	$29M	-4%	46k	628.50	View chart
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)	0.2	$29M	+4%	285k	100.32	View chart
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM)	0.2	$28M	+2642%	137k	206.92	View chart
Ares Management Corporation Common Stock (ARES)	0.2	$28M	-6%	157k	177.03	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.2	$28M	-5%	259k	107.57	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$27M		113k	240.28	View chart
Ishares 20 Year Treasury Bond Etf Exchange Traded Fund (TLT)	0.2	$27M	+9%	311k	87.33	View chart
T-mobile Us Common Stock (TMUS)	0.2	$27M		120k	220.73	View chart
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT)	0.2	$26M	-3%	203k	128.62	View chart
Copart Common Stock (CPRT)	0.2	$25M	-3%	443k	57.39	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$25M	-7%	96k	263.49	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	0.2	$24M		47k	511.23	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$24M		211k	113.11	View chart
Danaher Corporation Common Stock (DHR)	0.2	$24M		103k	229.55	View chart
Deere & Company Common Stock (DE)	0.2	$24M	+2%	56k	423.70	View chart
Booking Holdings Common Stock (BKNG)	0.2	$23M		4.6k	4968.27	View chart
Illinois Tool Works Common Stock (ITW)	0.2	$23M		89k	253.56	View chart
American Tower Corporation Common Stock (AMT)	0.2	$22M	-2%	122k	183.41	View chart
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS)	0.2	$22M	-2%	205k	108.61	View chart
Netflix Common Stock (NFLX)	0.2	$21M	-6%	24k	891.32	View chart
Asml Holding Nv Common Stock (ASML)	0.2	$21M	+23%	30k	693.07	View chart
Roper Technologies Common Stock (ROP)	0.2	$21M	+7%	40k	519.85	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.2	$21M	+189%	908k	22.70	View chart
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.2	$21M	-2%	152k	135.37	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$20M		32k	636.02	View chart
Nasdaq Common Stock (NDAQ)	0.2	$20M	-3%	261k	77.31	View chart
Stryker Corporation Common Stock (SYK)	0.2	$20M	-21%	55k	360.05	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.2	$19M		406k	47.82	View chart
Iron Mountain Common Stock (IRM)	0.2	$19M		183k	105.11	View chart
C.h. Robinson Worldwide Common Stock (CHRW)	0.2	$19M	-17%	184k	103.32	View chart
Gilead Sciences Common Stock (GILD)	0.2	$19M	-17%	203k	92.37	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$18M	-19%	63k	292.73	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.2	$18M	+2%	98k	185.13	View chart
Caterpillar Common Stock (CAT)	0.2	$18M	-4%	50k	362.76	View chart
Cme Group Inc. Class A Common Stock (CME)	0.2	$18M	-14%	78k	232.23	View chart
Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI)	0.2	$18M	+158%	173k	104.23	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.2	$18M	+167%	196k	91.43	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	0.2	$18M	+108%	790k	22.70	View chart
Blackrock Common Stock (BLK)	0.2	$18M	NEW	17k	1025.10	View chart
Jacobs Solutions Common Stock (J)	0.1	$18M		133k	133.62	View chart
Nike, Inc. Class B Common Stock (NKE)	0.1	$18M	-4%	231k	75.67	View chart
Amphenol Corporation Class A Common Stock (APH)	0.1	$18M	-15%	252k	69.45	View chart
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI)	0.1	$17M	+15%	148k	117.50	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	0.1	$17M		90k	189.59	View chart
Thomson Reuters Corporation Common Stock (TRI)	0.1	$17M	-21%	105k	160.38	View chart
Arthur J. Gallagher & Co. Common Stock (AJG)	0.1	$17M	-25%	58k	283.85	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$16M	-6%	82k	197.49	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$16M	-3%	58k	269.70	View chart
Kinsale Capital Group Common Stock (KNSL)	0.1	$16M	+31%	33k	465.13	View chart
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)	0.1	$15M	-2%	46k	334.25	View chart
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR)	0.1	$15M		281k	53.98	View chart
Amgen Common Stock (AMGN)	0.1	$15M	-11%	58k	260.64	View chart
Merck & Co Common Stock (MRK)	0.1	$15M	-5%	150k	99.48	View chart
Emerson Electric Common Stock (EMR)	0.1	$15M	-2%	120k	123.93	View chart
Servicenow Common Stock (NOW)	0.1	$15M	-5%	14k	1060.12	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$15M	-2%	207k	70.24	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$14M	-5%	28k	520.23	View chart
Diageo Common Stock (DEO)	0.1	$14M	-33%	112k	127.13	View chart
Tractor Supply Company Common Stock (TSCO)	0.1	$14M	+287%	269k	53.06	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.1	$14M	-3%	102k	137.57	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.1	$14M	-2%	152k	88.79	View chart
Cintas Corporation Common Stock (CTAS)	0.1	$13M	-21%	73k	182.70	View chart
F5 Common Stock (FFIV)	0.1	$13M		53k	251.47	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Exchange Traded Fund (HYG)	0.1	$13M	-2%	166k	78.65	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$13M	-5%	59k	220.96	View chart
Firstservice Corp Common Stock (FSV)	0.1	$13M	-25%	72k	181.02	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.1	$13M	-3%	90k	139.35	View chart
Analog Devices Common Stock (ADI)	0.1	$13M	+38%	59k	212.46	View chart
Ball Corporation Common Stock (BALL)	0.1	$13M		226k	55.13	View chart
Eaton Corp Common Stock (ETN)	0.1	$12M		38k	331.87	View chart
Workday, Inc. Class A Common Stock (WDAY)	0.1	$12M	-4%	48k	258.03	View chart
Pool Corporation Common Stock (POOL)	0.1	$12M	-10%	36k	340.94	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Exchange Traded Fund (BSJP)	0.1	$12M	+36%	523k	23.07	View chart
Old Dominion Freight Line Common Stock (ODFL)	0.1	$12M	-12%	68k	176.40	View chart
Broadstone Net Lease Common Stock (BNL)	0.1	$12M	-15%	756k	15.86	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.1	$12M		130k	89.04	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$12M	-7%	148k	78.01	View chart
Republic Services Common Stock (RSG)	0.1	$11M	-45%	57k	201.18	View chart
Ishares Investment Grade Systematic Bond Etf Exchange Traded Fund (IGEB)	0.1	$11M	-45%	253k	44.36	View chart
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV)	0.1	$11M		121k	92.59	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM)	0.1	$11M	-5%	156k	71.43	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$11M	-5%	56k	195.83	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.1	$11M	+1440%	220k	49.51	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$11M		245k	44.04	View chart
Msci Inc. Class A Common Stock (MSCI)	0.1	$11M	-5%	18k	600.01	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.1	$10M	+3%	180k	56.56	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$10M		80k	127.59	View chart
Ishares U.s. Infrastructure Etf Exchange Traded Fund (IFRA)	0.1	$10M		218k	46.29	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.1	$10M		104k	96.81	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$9.8M	-2%	81k	120.79	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.1	$9.8M	-46%	193k	50.47	View chart
Union Pacific Corporation Common Stock (UNP)	0.1	$9.7M	-5%	43k	228.04	View chart
Ferguson Enterprises Common Stock (FERG)	0.1	$9.7M		56k	173.57	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$9.7M		220k	43.95	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.1	$9.7M		82k	117.48	View chart
Verizon Communications Common Stock (VZ)	0.1	$9.5M	-7%	238k	39.99	View chart
United Parcel Service, Inc. Class B Common Stock (UPS)	0.1	$9.5M	-4%	75k	126.10	View chart
Colgate-palmolive Company Common Stock (CL)	0.1	$9.4M	+36%	103k	90.91	View chart
Cra International Common Stock (CRAI)	0.1	$9.4M	NEW	50k	187.20	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$9.3M	-4%	42k	219.83	View chart
Coca-cola Company Common Stock (KO)	0.1	$9.2M	-2%	148k	62.26	View chart
Texas Instruments Incorporated Common Stock (TXN)	0.1	$9.2M	-2%	49k	187.51	View chart
Ishares U.s. Financials Etf Exchange Traded Fund (IYF)	0.1	$9.1M		83k	110.58	View chart
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA)	0.1	$9.1M	+88%	353k	25.86	View chart
Steris Common Stock (STE)	0.1	$9.1M	-36%	44k	205.56	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.1	$9.0M	+2%	158k	57.41	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	0.1	$9.0M		136k	66.14	View chart
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK)	0.1	$9.0M	-4%	39k	232.52	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.1	$9.0M	+183%	328k	27.32	View chart
Xylem Common Stock (XYL)	0.1	$9.0M		77k	116.02	View chart
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB)	0.1	$8.9M	-9%	358k	24.99	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.1	$8.8M		95k	92.61	View chart
Gartner Common Stock (IT)	0.1	$8.8M		18k	484.48	View chart
Jack Henry & Associates Common Stock (JKHY)	0.1	$8.7M	-40%	50k	175.30	View chart
Alcon Common Stock (ALC)	0.1	$8.5M	+13%	100k	84.89	View chart
Nextera Energy Common Stock (NEE)	0.1	$8.5M	-7%	118k	71.69	View chart
Mcdonald's Corporation Common Stock (MCD)	0.1	$8.2M	-2%	28k	289.89	View chart
At&t Common Stock (T)	0.1	$8.2M		360k	22.77	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$8.1M	+97%	45k	181.96	View chart
Paychex Common Stock (PAYX)	0.1	$8.0M		57k	140.22	View chart
Ishares Floating Rate Bond Etf Exchange Traded Fund (FLOT)	0.1	$8.0M	-11%	157k	50.88	View chart
Mondelez International, Inc. Class A Common Stock (MDLZ)	0.1	$7.8M	-9%	131k	59.73	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Exchange Traded Fund (BSJQ)	0.1	$7.8M	NEW	336k	23.27	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$7.7M	+2%	44k	175.23	View chart
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)	0.1	$7.6M	+19%	131k	58.18	View chart
Novartis Common Stock (NVS)	0.1	$7.6M	-3%	78k	97.31	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.1	$7.6M	-2%	152k	49.92	View chart
Boeing Company Common Stock (BA)	0.1	$7.6M	+43%	43k	177.00	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.1	$7.4M	-12%	58k	128.82	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.1	$7.0M	+12%	60k	115.55	View chart
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)	0.1	$7.0M	+204%	148k	47.01	View chart
Wisdomtree Us Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.1	$6.8M	+6%	85k	80.93	View chart
Ge Aerospace Common Stock (GE)	0.1	$6.7M	-13%	40k	166.79	View chart
Tjx Companies Common Stock (TJX)	0.1	$6.7M	-7%	56k	120.81	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.1	$6.7M	+10%	115k	58.00	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	0.1	$6.6M	+39%	78k	84.97	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.1	$6.6M	-4%	172k	38.37	View chart
Southern Company Common Stock (SO)	0.1	$6.6M	-5%	80k	82.32	View chart
Hdfc Bank Common Stock (HDB)	0.1	$6.6M	-9%	103k	63.86	View chart
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH)	0.1	$6.5M		112k	58.27	View chart
Philip Morris International Common Stock (PM)	0.1	$6.5M		54k	120.35	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.1	$6.4M	-3%	22k	288.85	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.1	$6.4M	+5%	85k	75.61	View chart
Relx Common Stock (RELX)	0.1	$6.2M	-4%	136k	45.42	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Exchange Traded Fund (IHDG)	0.1	$6.2M		142k	43.47	View chart
Air Products And Chemicals Common Stock (APD)	0.1	$6.2M		21k	290.04	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.1	$6.1M	+8%	227k	26.71	View chart
Fiserv Common Stock (FI)	0.1	$6.0M		29k	205.42	View chart
Conocophillips Common Stock (COP)	0.1	$6.0M		61k	99.17	View chart
Trimble Common Stock (TRMB)	0.1	$6.0M		85k	70.66	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.1	$6.0M		23k	264.14	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	0.1	$5.9M		174k	34.13	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$5.9M	-38%	5.0k	1185.84	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Exchange Traded Fund (IBDQ)	0.0	$5.8M	+8%	233k	25.05	View chart
Ishares Core Dividend Growth Etf Exchange Traded Fund (DGRO)	0.0	$5.8M		95k	61.34	View chart
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)	0.0	$5.7M	-8%	65k	87.90	View chart
Ishares U.s. Smallcap Equity Factor Etf Exchange Traded Fund (SMLF)	0.0	$5.7M		85k	67.50	View chart
Ishares Core Msci Pacific Etf Exchange Traded Fund (IPAC)	0.0	$5.7M		93k	61.10	View chart
Prologis Common Stock (PLD)	0.0	$5.6M	-7%	53k	105.70	View chart
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)	0.0	$5.5M	-4%	108k	51.14	View chart
Dimensional U.s. Equity Market Etf Exchange Traded Fund (DFUS)	0.0	$5.5M		86k	63.75	View chart
Northrop Grumman Corp. Common Stock (NOC)	0.0	$5.5M	-3%	12k	469.28	View chart
Honeywell International Common Stock (HON)	0.0	$5.4M		24k	225.89	View chart
Digital Realty Trust Common Stock (DLR)	0.0	$5.4M	-2%	31k	177.33	View chart
Ishares 10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGLB)	0.0	$5.4M	NEW	110k	49.40	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 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
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

View all past filings

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