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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 21.14% of United Capital Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: TLH (+$38M), IEFA (+$30M), IVE (+$26M), OEF (+$24M), IEMG (+$22M), BIV (+$18M), SPMD (+$17M), ASML (+$16M), NVO (+$15M), QUAL (+$13M).
Started 61 new stock positions in HYFI, HEZU, IBTO, IBTL, FR, HALO, SSB, ESLT, ACP, LCID.
Reduced shares in these 10 stocks: EFG (-$38M), TLT (-$26M), EFV (-$20M), BSV (-$19M), MBB (-$16M), HD (-$11M), GVI (-$10M), IUSB (-$9.5M), BIL (-$9.4M), RTX (-$9.2M).
Sold out of its positions in AKAM, ALB, AMTM, BILL, BIO, BMRN, BWA, CCJ, CAG, DTM.
United Capital Financial Advisors was a net buyer of stock by $90M.
United Capital Financial Advisors has $12B in assets under management (AUM), dropping by -1.34%.
Central Index Key (CIK): 0001463217

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Portfolio Holdings for United Capital Financial Advisors

United Capital Financial Advisors holds 1055 positions in its portfolio as reported in the March 2025 quarterly 13F filing

United Capital Financial Advisors has 1055 total positions. Only the first 250 positions are shown.

Sign up to view all of the United Capital Financial Advisors March 31, 2025 positions
Download the United Capital Financial Advisors March 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)	7.2	$846M		1.6M	513.91	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	4.7	$553M		985k	561.90	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	3.3	$385M	-4%	4.9M	78.28	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	3.1	$359M	+8%	4.7M	75.65	View chart
Apple Common Stock (AAPL)	2.8	$328M		1.5M	222.13	View chart
Microsoft Corporation Common Stock (MSFT)	2.1	$245M	+4%	653k	375.39	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	2.1	$241M	+2%	1.4M	172.74	View chart
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)	2.0	$229M	-3%	5.0M	46.08	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	1.9	$223M	+8%	2.9M	76.57	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	1.7	$197M		530k	370.82	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	1.6	$187M	+3%	8.1M	22.99	View chart
Nvidia Corporation Common Stock (NVDA)	1.5	$172M	+3%	1.6M	108.38	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	1.4	$163M	+5%	4.5M	36.29	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	1.3	$151M	+17%	2.8M	53.97	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	1.1	$126M		236k	532.58	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	1.1	$124M	+7%	1.2M	104.57	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	1.1	$124M	-11%	1.3M	93.78	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM)	1.0	$116M		2.4M	47.60	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	1.0	$114M	-3%	1.2M	92.83	View chart
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF)	1.0	$112M	-2%	2.6M	43.30	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.9	$110M	+6%	709k	154.64	View chart
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)	0.9	$109M	+13%	635k	170.89	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB)	0.9	$108M		2.1M	52.52	View chart
Amazon.com Common Stock (AMZN)	0.9	$106M		555k	190.26	View chart
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK)	0.9	$104M	-6%	1.1M	95.30	View chart
Visa Inc. Class A Common Stock (V)	0.8	$96M	-6%	273k	350.46	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.8	$94M	+38%	494k	190.58	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.8	$91M		370k	245.30	View chart
Meta Platforms Inc Class A Common Stock (META)	0.8	$89M	+2%	154k	576.36	View chart
Ishares U.s. Equity Factor Rotation Active Etf Exchange Traded Fund (DYNF)	0.7	$87M		1.8M	48.76	View chart
Costco Wholesale Corporation Common Stock (COST)	0.7	$82M	-4%	87k	945.78	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.7	$82M		523k	156.23	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.7	$78M	-3%	863k	90.54	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.6	$75M	-4%	403k	186.29	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.6	$75M	+3%	755k	98.92	View chart
Ishares Msci Eafe Value Etf Exchange Traded Fund (EFV)	0.6	$66M	-23%	1.1M	58.94	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	0.6	$66M	+14%	118k	559.39	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.6	$65M	+3%	620k	105.44	View chart
Home Depot Common Stock (HD)	0.5	$59M	-15%	160k	366.49	View chart
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST)	0.5	$59M	+12%	1.2M	50.63	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.5	$55M		2.2M	25.04	View chart
Starbucks Corporation Common Stock (SBUX)	0.5	$55M	-10%	560k	98.09	View chart
Walt Disney Company Common Stock (DIS)	0.5	$55M	+12%	556k	98.70	View chart
Accenture Plc Class A Common Stock (ACN)	0.5	$55M	-9%	175k	312.04	View chart
Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI)	0.5	$55M		1.3M	40.46	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.4	$52M		2.6M	19.78	View chart
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV)	0.4	$50M		1.9M	26.58	View chart
Johnson & Johnson Common Stock (JNJ)	0.4	$50M	+2%	300k	165.84	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.4	$49M	-5%	318k	153.61	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.4	$48M		344k	140.44	View chart
S&p Global Common Stock (SPGI)	0.4	$48M	-7%	95k	508.10	View chart
Cisco Systems Common Stock (CSCO)	0.4	$48M		772k	61.71	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	0.4	$45M	-2%	2.1M	22.08	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.4	$45M	+7%	82k	548.12	View chart
Oracle Corporation Common Stock (ORCL)	0.4	$45M	-5%	319k	139.81	View chart
Ishares Flexible Income Active Etf Exchange Traded Fund (BINC)	0.4	$43M		815k	52.38	View chart
Eli Lilly And Company Common Stock (LLY)	0.4	$43M	+13%	51k	825.92	View chart
Medtronic Common Stock (MDT)	0.4	$42M		471k	89.86	View chart
Pepsico Common Stock (PEP)	0.4	$42M	-13%	280k	149.94	View chart
Ishares Msci Eafe Growth Etf Exchange Traded Fund (EFG)	0.4	$42M	-48%	416k	100.00	View chart
Abbvie Common Stock (ABBV)	0.4	$42M		198k	209.52	View chart
Chevron Corporation Common Stock (CVX)	0.4	$42M		248k	167.29	View chart
Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO)	0.3	$40M	+59%	576k	69.44	View chart
Procter & Gamble Company Common Stock (PG)	0.3	$40M	-17%	232k	170.42	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.3	$39M		157k	251.77	View chart
Intuitive Surgical Common Stock (ISRG)	0.3	$39M		79k	495.27	View chart
Ishares 10-20 Year Treasury Bond Etf Exchange Traded Fund (TLH)	0.3	$39M	+15391%	372k	103.75	View chart
Unilever Common Stock (UL)	0.3	$38M	+7%	641k	59.55	View chart
Walmart Common Stock (WMT)	0.3	$38M	-15%	431k	87.79	View chart
Rtx Corporation Common Stock (RTX)	0.3	$38M	-19%	285k	132.46	View chart
Adobe Common Stock (ADBE)	0.3	$37M	-13%	96k	383.53	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.3	$37M	-5%	70k	523.75	View chart
Lowe's Companies Common Stock (LOW)	0.3	$36M		156k	233.23	View chart
Broadcom Common Stock (AVGO)	0.3	$36M	-10%	217k	167.43	View chart
Asml Holding Nv Common Stock (ASML)	0.3	$36M	+79%	54k	662.63	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.3	$35M	-3%	128k	274.84	View chart
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)	0.3	$33M	+14%	328k	100.67	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.3	$33M	+6%	275k	118.93	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB)	0.3	$33M		1.3M	25.22	View chart
Ishares Msci Emerging Markets Ex China Etf Exchange Traded Fund (EMXC)	0.3	$32M	-14%	587k	55.09	View chart
T-mobile Us Common Stock (TMUS)	0.3	$31M	-2%	117k	266.71	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB)	0.3	$31M	-8%	589k	52.37	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.3	$30M	+402%	112k	270.83	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.3	$30M		83k	361.09	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.3	$30M		512k	58.35	View chart
Salesforce Common Stock (CRM)	0.3	$30M		111k	268.36	View chart
Kkr & Co Common Stock (KKR)	0.3	$30M		258k	115.61	View chart
Intuit Common Stock (INTU)	0.2	$29M		47k	613.99	View chart
Abbott Laboratories Common Stock (ABT)	0.2	$28M		211k	132.65	View chart
Ishares Msci Usa Momentum Factor Etf Exchange Traded Fund (MTUM)	0.2	$27M		135k	202.13	View chart
American Tower Corporation Common Stock (AMT)	0.2	$27M	+2%	125k	217.60	View chart
American Express Company Common Stock (AXP)	0.2	$26M		98k	269.05	View chart
Deere & Company Common Stock (DE)	0.2	$26M		56k	469.35	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.2	$25M	-21%	186k	135.68	View chart
Roper Technologies Common Stock (ROP)	0.2	$25M	+7%	43k	589.59	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$25M		113k	221.75	View chart
Copart Common Stock (CPRT)	0.2	$25M		440k	56.59	View chart
Ares Management Corporation Common Stock (ARES)	0.2	$25M	+7%	169k	146.61	View chart
Ishares Gold Trust Exchange Traded Fund (IAU)	0.2	$24M	+83%	403k	58.96	View chart
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY)	0.2	$23M	-22%	280k	82.73	View chart
Netflix Common Stock (NFLX)	0.2	$23M	+3%	24k	932.54	View chart
Tesla Common Stock (TSLA)	0.2	$23M		87k	259.16	View chart
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT)	0.2	$22M	-10%	182k	122.01	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	0.2	$22M		47k	468.92	View chart
Illinois Tool Works Common Stock (ITW)	0.2	$22M		88k	248.01	View chart
General Dynamics Corporation Common Stock (GD)	0.2	$22M	-17%	79k	272.58	View chart
Nasdaq Common Stock (NDAQ)	0.2	$22M	+8%	283k	75.86	View chart
Danaher Corporation Common Stock (DHR)	0.2	$21M		104k	205.00	View chart
Gilead Sciences Common Stock (GILD)	0.2	$21M	-6%	189k	112.05	View chart
Booking Holdings Common Stock (BKNG)	0.2	$21M		4.5k	4606.79	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.2	$21M		402k	50.83	View chart
Amgen Common Stock (AMGN)	0.2	$20M	+10%	64k	311.55	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Exchange Traded Fund (SPMD)	0.2	$20M	+531%	387k	51.18	View chart
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS)	0.2	$19M	-2%	199k	97.48	View chart
Parker-hannifin Corporation Common Stock (PH)	0.2	$19M		32k	607.85	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.2	$19M		891k	21.53	View chart
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.2	$18M	-2%	148k	124.50	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.2	$18M		97k	188.16	View chart
Kinsale Capital Group Common Stock (KNSL)	0.1	$18M	+7%	36k	486.71	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	0.1	$17M	-8%	726k	23.16	View chart
Stryker Corporation Common Stock (SYK)	0.1	$17M	-18%	45k	372.25	View chart
Cme Group Inc. Class A Common Stock (CME)	0.1	$17M	-19%	63k	265.29	View chart
Jacobs Solutions Common Stock (J)	0.1	$16M		134k	120.89	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Exchange Traded Fund (EMB)	0.1	$16M	+37%	179k	90.59	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	0.1	$16M		89k	181.35	View chart
Caterpillar Common Stock (CAT)	0.1	$16M	-2%	49k	329.80	View chart
Colgate-palmolive Company Common Stock (CL)	0.1	$16M	+64%	170k	93.70	View chart
Iron Mountain Common Stock (IRM)	0.1	$16M		184k	86.04	View chart
Automatic Data Processing Common Stock (ADP)	0.1	$16M	-17%	52k	305.53	View chart
Amphenol Corporation Class A Common Stock (APH)	0.1	$16M	-4%	239k	65.59	View chart
Arthur J. Gallagher & Co. Common Stock (AJG)	0.1	$15M	-23%	45k	345.24	View chart
Blackrock Common Stock (BLK)	0.1	$15M	-8%	16k	946.46	View chart
Nike, Inc. Class B Common Stock (NKE)	0.1	$15M	+2%	237k	63.48	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$15M		58k	257.03	View chart
Cra International Common Stock (CRAI)	0.1	$15M	+68%	84k	173.20	View chart
C.h. Robinson Worldwide Common Stock (CHRW)	0.1	$15M	-23%	141k	102.40	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.1	$14M	-3%	99k	146.01	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$14M	-4%	198k	71.79	View chart
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)	0.1	$14M	-2%	45k	317.64	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$14M		28k	497.60	View chart
Ishares Investment Grade Systematic Bond Etf Exchange Traded Fund (IGEB)	0.1	$14M	+21%	306k	45.01	View chart
F5 Common Stock (FFIV)	0.1	$14M	-2%	51k	266.27	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.1	$14M	-4%	145k	93.66	View chart
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI)	0.1	$13M	-22%	115k	116.39	View chart
Ishares Floating Rate Bond Etf Exchange Traded Fund (FLOT)	0.1	$13M	+62%	255k	51.05	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Exchange Traded Fund (HYG)	0.1	$13M		165k	78.89	View chart
Uber Technologies Common Stock (UBER)	0.1	$13M	+203%	177k	72.86	View chart
Invesco Bulletshares 2025 High Yield Corporate Bond Etf Exchange Traded Fund (BSJP)	0.1	$13M	+5%	554k	23.05	View chart
Emerson Electric Common Stock (EMR)	0.1	$13M	-3%	116k	109.64	View chart
Republic Services Common Stock (RSG)	0.1	$13M	-8%	52k	242.16	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$12M	+5%	62k	199.49	View chart
Ball Corporation Common Stock (BALL)	0.1	$12M	+3%	235k	52.07	View chart
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR)	0.1	$12M	-28%	202k	60.15	View chart
Tractor Supply Company Common Stock (TSCO)	0.1	$12M	-18%	220k	55.10	View chart
Broadstone Net Lease Common Stock (BNL)	0.1	$12M	-6%	709k	17.04	View chart
Thomson Reuters Corporation Common Stock (TRI)	0.1	$12M	-34%	69k	172.78	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$12M	-12%	72k	166.00	View chart
Workday, Inc. Class A Common Stock (WDAY)	0.1	$12M	+4%	50k	233.53	View chart
Merck & Co Common Stock (MRK)	0.1	$12M	-12%	131k	89.76	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$12M		147k	78.94	View chart
Cintas Corporation Common Stock (CTAS)	0.1	$11M	-23%	56k	205.53	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.1	$11M	+3%	187k	60.99	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$11M		57k	193.99	View chart
Ishares Broad Usd High Yield Corporate Bond Etf Exchange Traded Fund (USHY)	0.1	$11M	+244%	297k	36.81	View chart
Servicenow Common Stock (NOW)	0.1	$11M		14k	796.14	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$11M		241k	45.26	View chart
Diageo Common Stock (DEO)	0.1	$11M	-7%	104k	104.79	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$11M	+3%	44k	248.66	View chart
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV)	0.1	$11M	-4%	115k	92.29	View chart
Coca-cola Company Common Stock (KO)	0.1	$11M		148k	71.62	View chart
Honeywell International Common Stock (HON)	0.1	$11M	+104%	49k	211.75	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.1	$10M	+6%	168k	60.66	View chart
Union Pacific Corporation Common Stock (UNP)	0.1	$10M		43k	236.24	View chart
At&t Common Stock (T)	0.1	$10M		358k	28.28	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.1	$10M	-11%	79k	127.08	View chart
Mondelez International, Inc. Class A Common Stock (MDLZ)	0.1	$10M	+13%	148k	67.85	View chart
Msci Inc. Class A Common Stock (MSCI)	0.1	$10M		18k	565.50	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$10M	-2%	78k	128.96	View chart
Vanguard Total World Stock Etf Exchange Traded Fund (VT)	0.1	$10M	+4%	86k	115.95	View chart
Nextera Energy Common Stock (NEE)	0.1	$10M	+19%	141k	70.89	View chart
Old Dominion Freight Line Common Stock (ODFL)	0.1	$9.9M	-12%	60k	165.45	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.1	$9.8M		102k	96.45	View chart
Ishares Treasury Floating Rate Bond Etf Exchange Traded Fund (TFLO)	0.1	$9.8M		194k	50.66	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.1	$9.7M		94k	103.20	View chart
Heico Corporation Common Stock (HEI)	0.1	$9.7M	+3367%	36k	267.19	View chart
Texas Instruments Incorporated Common Stock (TXN)	0.1	$9.5M	+8%	53k	179.70	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM)	0.1	$9.4M	-11%	138k	68.01	View chart
Eaton Corp Common Stock (ETN)	0.1	$9.4M	-8%	34k	271.83	View chart
Ishares U.s. Financials Etf Exchange Traded Fund (IYF)	0.1	$9.4M		83k	112.85	View chart
Steris Common Stock (STE)	0.1	$9.3M	-6%	41k	226.65	View chart
Mcdonald's Corporation Common Stock (MCD)	0.1	$9.2M	+3%	29k	312.37	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$9.2M		220k	41.73	View chart
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB)	0.1	$9.2M		358k	25.54	View chart
Xylem Common Stock (XYL)	0.1	$9.1M		76k	119.46	View chart
Alcon Common Stock (ALC)	0.1	$9.0M	-4%	95k	94.93	View chart
Philip Morris International Common Stock (PM)	0.1	$8.9M	+4%	56k	158.73	View chart
Firstservice Corp Common Stock (FSV)	0.1	$8.9M	-25%	54k	165.95	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	0.1	$8.9M	-6%	128k	69.81	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.1	$8.9M	-3%	318k	27.96	View chart
Ferguson Enterprises Common Stock (FERG)	0.1	$8.9M		56k	160.23	View chart
Ishares Ibonds Dec 2025 Term Treasury Etf Exchange Traded Fund (IBTF)	0.1	$8.8M	+129%	377k	23.37	View chart
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)	0.1	$8.8M	+14%	150k	58.69	View chart
Pool Corporation Common Stock (POOL)	0.1	$8.8M	-23%	28k	318.35	View chart
Paychex Common Stock (PAYX)	0.1	$8.6M	-2%	56k	154.28	View chart
Novartis Common Stock (NVS)	0.1	$8.6M		77k	111.48	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Exchange Traded Fund (BIL)	0.1	$8.6M	-52%	93k	91.73	View chart
United Parcel Service, Inc. Class B Common Stock (UPS)	0.1	$8.5M	+2%	77k	109.99	View chart
Ge Aerospace Common Stock (GE)	0.1	$8.4M	+3%	42k	200.15	View chart
Invesco Bulletshares 2026 High Yield Corp Bond Etf Exchange Traded Fund (BSJQ)	0.1	$8.3M	+6%	359k	23.19	View chart
Ishares Ibonds Dec 2026 Term Treasury Etf Exchange Traded Fund (IBTG)	0.1	$8.2M	+159%	357k	22.94	View chart
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA)	0.1	$8.1M	-2%	344k	23.43	View chart
Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI)	0.1	$7.9M	-56%	75k	106.02	View chart
Watsco Common Stock (WSO)	0.1	$7.9M	+102%	16k	508.29	View chart
Verizon Communications Common Stock (VZ)	0.1	$7.8M	-27%	173k	45.36	View chart
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK)	0.1	$7.8M	-2%	38k	206.48	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.1	$7.8M	+13%	131k	59.40	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.1	$7.6M		153k	49.99	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.1	$7.6M	+6%	65k	118.14	View chart
Morningstar Common Stock (MORN)	0.1	$7.6M	+96%	25k	299.87	View chart
Gartner Common Stock (IT)	0.1	$7.6M		18k	419.75	View chart
Analog Devices Common Stock (ADI)	0.1	$7.5M	-36%	37k	201.67	View chart
Invesco S&p 500 Equal Weight Etf Exchange Traded Fund (RSP)	0.1	$7.5M		43k	173.23	View chart
Ishares Esg Aware Msci Usa Etf Exchange Traded Fund (ESGU)	0.1	$7.4M	+4%	60k	121.91	View chart
Southern Company Common Stock (SO)	0.1	$7.3M		79k	91.95	View chart
Spdr Portfolio S&p 600 Small Cap Etf Exchange Traded Fund (SPSM)	0.1	$7.1M	+325%	174k	40.76	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Exchange Traded Fund (HELO)	0.1	$7.0M	+827%	118k	59.68	View chart
O'reilly Automotive Common Stock (ORLY)	0.1	$7.0M	-2%	4.9k	1432.63	View chart
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH)	0.1	$6.9M		113k	60.89	View chart
Palo Alto Networks Common Stock (PANW)	0.1	$6.8M	-9%	40k	170.64	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$6.8M	-17%	66k	102.74	View chart
Fiserv Common Stock (FI)	0.1	$6.7M	+3%	30k	220.83	View chart
Tjx Companies Common Stock (TJX)	0.1	$6.6M		55k	121.80	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.1	$6.6M	-4%	81k	81.73	View chart
Relx Common Stock (RELX)	0.1	$6.6M	-3%	131k	50.41	View chart
Boeing Company Common Stock (BA)	0.1	$6.6M	-9%	39k	170.55	View chart
Ishares Ibonds Dec 2027 Term Treasury Etf Exchange Traded Fund (IBTH)	0.1	$6.6M	+272%	292k	22.42	View chart
Goldman Sachs Group Common Stock (GS)	0.1	$6.5M	+70%	12k	546.28	View chart
Wisdomtree Us Quality Dividend Growth Fund Exchange Traded Fund (DGRW)	0.1	$6.5M	-4%	81k	79.86	View chart
Prologis Common Stock (PLD)	0.1	$6.4M	+6%	57k	111.79	View chart
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)	0.1	$6.3M	-2%	76k	83.61	View chart
Ishares Fallen Angels Usd Bond Etf Exchange Traded Fund (FALN)	0.1	$6.3M	+3%	235k	26.79	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.1	$6.3M	-6%	160k	39.37	View chart
Ishares Ibonds Dec 2028 Term Treasury Etf Exchange Traded Fund (IBTI)	0.1	$6.3M	+333%	283k	22.25	View chart
Air Products And Chemicals Common Stock (APD)	0.1	$6.3M		21k	294.91	View chart
Ishares Ibonds Dec 2029 Term Treasury Etf Exchange Traded Fund (IBTJ)	0.1	$6.2M	+341%	283k	21.77	View chart
Wisdomtree International Hedged Quality Dividend Growth Fund Exchange Traded Fund (IHDG)	0.1	$6.1M		141k	43.40	View chart
Spdr Portfolio Developed World Ex-us Etf Exchange Traded Fund (SPDW)	0.1	$6.1M	-4%	167k	36.41	View chart
Conocophillips Common Stock (COP)	0.1	$6.1M	-5%	58k	105.02	View chart
Ishares Ibonds Dec 2025 Term Corporate Etf Exchange Traded Fund (IBDQ)	0.1	$6.0M	+2%	240k	25.15	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.0	$5.8M		23k	258.62	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 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
United Capital Financial Advisers 2021 Q4 filed Feb. 14, 2022
United Capital Financial Advisers 2021 Q3 filed Nov. 15, 2021

View all past filings

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