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United Capital Financial Advisers

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

Top 5 stock holdings are VOO, BSV, IEFA, IVV, GOVT, and represent 24.60% of United Capital Financial Advisers's stock portfolio.
Added to shares of these 10 stocks: Thomson Reuters Corp. (+$65M), VOO (+$60M), BSV (+$39M), ACN (+$30M), IGSB (+$27M), BIV (+$25M), DE (+$22M), HEFA (+$15M), IJR (+$15M), VGSH (+$14M).
Started 40 new stock positions in BDJ, WCN, NRGV, VMC, TPCS, IGE, CBRE, NCZ, Thomson Reuters Corp., AVY.
Reduced shares in these 10 stocks: Thomson Reuters Corp (-$71M), AAPL (-$39M), MSFT (-$35M), FDN (-$30M), BNL (-$23M), VUG (-$22M), FIS (-$20M), NVDA (-$17M), PRU (-$16M), XOM (-$14M).
Sold out of its positions in AGCO, AMN, AYI, AMG, AGL, AGI, Alteryx, APO, Apple Inc option, APPF.
United Capital Financial Advisers was a net seller of stock by $-322M.
United Capital Financial Advisers has $18B in assets under management (AUM), dropping by 2.37%.
Central Index Key (CIK): 0001463217

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Portfolio Holdings for United Capital Financial Advisers

United Capital Financial Advisers holds 886 positions in its portfolio as reported in the June 2023 quarterly 13F filing

United Capital Financial Advisers has 886 total positions. Only the first 250 positions are shown.

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Download the United Capital Financial Advisers June 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	10.0	$1.8B	+3%	4.5M	407.28	View chart
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)	4.7	$864M	+4%	11M	75.57	View chart
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)	3.7	$674M		10M	67.50	View chart
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)	3.6	$660M		1.5M	445.71	View chart
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)	2.6	$481M		21M	22.90	View chart
Apple Common Stock (AAPL)	2.5	$458M	-7%	2.4M	193.97	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	2.4	$439M		3.1M	142.10	View chart
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)	2.3	$420M	+6%	5.6M	75.23	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	2.3	$419M	-4%	1.5M	282.96	View chart
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)	1.8	$326M	+4%	11M	31.00	View chart
Microsoft Corporation Common Stock (MSFT)	1.6	$288M	-10%	845k	340.54	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGIB)	1.4	$265M	-2%	5.2M	50.57	View chart
Spdr Bloomberg High Yield Bond Etf Exchange Traded Fund (JNK)	1.4	$248M	+4%	2.7M	92.03	View chart
Ishares Core Msci Emerging Markets Etf Exchange Traded Fund (IEMG)	1.3	$232M		4.7M	49.29	View chart
Xtrackers Msci Eafe Hedged Equity Etf Exchange Traded Fund (DBEF)	1.2	$227M		6.4M	35.37	View chart
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)	1.2	$222M	+7%	2.2M	99.65	View chart
Spdr Nuveen Bloomberg Short Term Municipal Bond Etf Exchange Traded Fund (SHM)	1.2	$217M	+3%	4.6M	47.05	View chart
Ishares Mbs Etf Exchange Traded Fund (MBB)	1.0	$185M	-2%	2.0M	93.27	View chart
Ishares Core U.s. Aggregate Bond Etf Exchange Traded Fund (AGG)	0.9	$164M	-4%	1.7M	97.95	View chart
Vanguard Small Cap Value Etf Exchange Traded Fund (VBR)	0.9	$160M		966k	165.40	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.8	$155M	+3%	1.9M	83.56	View chart
Alphabet Inc. Class A Common Stock (GOOGL)	0.8	$144M	-3%	1.2M	119.70	View chart
Visa Inc. Class A Common Stock (V)	0.8	$143M		604k	237.48	View chart
Accenture Plc Class A Common Stock (ACN)	0.8	$140M	+27%	452k	308.58	View chart
Home Depot Common Stock (HD)	0.7	$138M		443k	310.64	View chart
Vanguard Global Ex-u.s. Real Estate Etf Exchange Traded Fund (VNQI)	0.7	$128M	+3%	3.2M	40.19	View chart
Ishares National Muni Bond Etf Exchange Traded Fund (MUB)	0.7	$126M	+2%	1.2M	106.73	View chart
Starbucks Corporation Common Stock (SBUX)	0.7	$119M	-3%	1.2M	99.06	View chart
Berkshire Hathaway Inc. Class B Common Stock (BRK.B)	0.6	$115M	-4%	336k	341.00	View chart
Costco Wholesale Corporation Common Stock (COST)	0.6	$112M	-2%	208k	538.38	View chart
Alphabet Inc. Class C Common Stock (GOOG)	0.6	$112M	-6%	923k	120.97	View chart
Jpmorgan Chase & Co. Common Stock (JPM)	0.5	$98M	-4%	675k	145.44	View chart
Amazon.com Common Stock (AMZN)	0.5	$95M	-5%	725k	130.36	View chart
Broadstone Net Lease Common Stock (BNL)	0.5	$93M	-19%	6.0M	15.44	View chart
Novo Nordisk A/s Sponsored Adr Class B Common Stock (NVO)	0.5	$91M	-5%	562k	161.83	View chart
Walmart Common Stock (WMT)	0.5	$90M		572k	157.18	View chart
Adobe Incorporated Common Stock (ADBE)	0.5	$90M	+10%	184k	488.99	View chart
Johnson & Johnson Common Stock (JNJ)	0.5	$89M	-2%	537k	165.52	View chart
Chevron Corporation Common Stock (CVX)	0.5	$88M	-3%	560k	157.35	View chart
Cisco Systems Common Stock (CSCO)	0.5	$86M	-4%	1.7M	51.74	View chart
Pepsico Common Stock (PEP)	0.5	$85M	-3%	459k	185.22	View chart
Schwab International Equity Etf Exchange Traded Fund (SCHF)	0.4	$82M	-4%	2.3M	35.65	View chart
Oracle Corporation Common Stock (ORCL)	0.4	$82M	-7%	691k	119.09	View chart
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)	0.4	$80M		307k	261.48	View chart
S&p Global Common Stock (SPGI)	0.4	$77M	+7%	191k	400.89	View chart
Mastercard Incorporated Class A Common Stock (MA)	0.4	$76M		193k	393.30	View chart
Nike, Inc. Class B Common Stock (NKE)	0.4	$76M		688k	110.37	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Exchange Traded Fund (IGSB)	0.4	$71M	+62%	1.4M	50.17	View chart
Schwab U.s. Large-cap Etf Exchange Traded Fund (SCHX)	0.4	$70M	-5%	1.3M	52.37	View chart
Jpmorgan Ultra-short Income Etf Exchange Traded Fund (JPST)	0.4	$69M	-6%	1.4M	50.14	View chart
Walt Disney Company Common Stock (DIS)	0.4	$67M		751k	89.28	View chart
Unilever Common Stock (UL)	0.4	$67M		1.3M	52.13	View chart
Ishares S&p Small-cap 600 Value Etf Exchange Traded Fund (IJS)	0.4	$66M		697k	95.09	View chart
Medtronic Common Stock (MDT)	0.4	$65M		735k	88.10	View chart
Thomson Reuters Corporation Common Stock	0.4	$65M	NEW	480k	134.94	View chart
Vanguard Small-cap Growth Etf Exchange Traded Fund (VBK)	0.4	$65M	-4%	281k	229.74	View chart
Spdr Nuveen Bloomberg High Yield Municipal Bond Etf Exchange Traded Fund (HYMB)	0.3	$64M	+4%	2.6M	25.01	View chart
Rtx Corp. Common Stock (RTX)	0.3	$63M		646k	97.96	View chart
Ares Management Corporation Common Stock (ARES)	0.3	$63M	-2%	650k	96.35	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	0.3	$62M	-4%	280k	220.28	View chart
Nvidia Corporation Common Stock (NVDA)	0.3	$61M	-22%	145k	423.02	View chart
Qualcomm Incorporated Common Stock (QCOM)	0.3	$60M		501k	119.04	View chart
Broadcom Common Stock (AVGO)	0.3	$60M	-5%	69k	867.43	View chart
Ishares S&p Small-cap 600 Growth Etf Exchange Traded Fund (IJT)	0.3	$59M	-2%	516k	114.93	View chart
Unitedhealth Group Incorporated Common Stock (UNH)	0.3	$59M	-3%	123k	480.64	View chart
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)	0.3	$58M	-4%	132k	443.28	View chart
Merck & Co Common Stock (MRK)	0.3	$58M		501k	115.39	View chart
Abbvie Common Stock (ABBV)	0.3	$57M	-8%	424k	134.73	View chart
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)	0.3	$54M	-8%	726k	74.95	View chart
Biogen Common Stock (BIIB)	0.3	$53M		187k	284.85	View chart
Danaher Corporation Common Stock (DHR)	0.3	$53M	-6%	220k	240.00	View chart
Abbott Laboratories Common Stock (ABT)	0.3	$52M	-10%	478k	109.02	View chart
Becton, Dickinson And Company Common Stock (BDX)	0.3	$52M		197k	264.01	View chart
Gilead Sciences Common Stock (GILD)	0.3	$50M	-4%	652k	77.07	View chart
Deere & Company Common Stock (DE)	0.3	$49M	+85%	120k	405.19	View chart
General Dynamics Corporation Common Stock (GD)	0.3	$49M		226k	215.15	View chart
Schwab U.s. Large-cap Value Etf Exchange Traded Fund (SCHV)	0.3	$48M	-2%	719k	67.09	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	0.3	$48M	-2%	1.0M	46.18	View chart
Health Care Select Sector Spdr Fund Exchange Traded Fund (XLV)	0.3	$47M	-2%	351k	132.73	View chart
C.h. Robinson Worldwide Common Stock (CHRW)	0.2	$45M		480k	94.35	View chart
Cognizant Technology Solutions Corporation Class A Common Stock (CTSH)	0.2	$45M	+3%	684k	65.28	View chart
Cvs Health Corporation Common Stock (CVS)	0.2	$44M		637k	69.13	View chart
Spdr S&p Dividend Etf Exchange Traded Fund (SDY)	0.2	$42M	-4%	344k	122.58	View chart
Lowe's Companies Common Stock (LOW)	0.2	$42M	-3%	187k	225.70	View chart
Schwab U.s. Small-cap Etf Exchange Traded Fund (SCHA)	0.2	$42M		958k	43.80	View chart
Stryker Corporation Common Stock (SYK)	0.2	$42M	-8%	137k	305.09	View chart
Cme Group Inc. Class A Common Stock (CME)	0.2	$41M	-3%	224k	185.29	View chart
Intuitive Surgical Common Stock (ISRG)	0.2	$41M	-4%	119k	341.94	View chart
Ishares 1-3 Year Treasury Bond Etf Exchange Traded Fund (SHY)	0.2	$40M	-17%	497k	81.08	View chart
Blackrock Common Stock (BLK)	0.2	$40M	-2%	58k	691.14	View chart
Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)	0.2	$40M	-3%	108k	369.42	View chart
Caterpillar Common Stock (CAT)	0.2	$40M		161k	246.05	View chart
Arthur J. Gallagher & Co. Common Stock (AJG)	0.2	$40M	-5%	180k	219.57	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.2	$39M	-26%	361k	107.25	View chart
Meta Platforms Inc. Class A Common Stock (META)	0.2	$38M	+4%	134k	286.98	View chart
Republic Services Common Stock (RSG)	0.2	$38M	-3%	246k	153.17	View chart
Intuit Common Stock (INTU)	0.2	$37M		82k	458.19	View chart
Firstservice Corp Common Stock (FSV)	0.2	$36M	-3%	235k	154.09	View chart
Pfizer Common Stock (PFE)	0.2	$36M	+7%	981k	36.68	View chart
Nextera Energy Common Stock (NEE)	0.2	$36M	-5%	485k	74.20	View chart
Ishares Core S&p Total U.s. Stock Market Etf Exchange Traded Fund (ITOT)	0.2	$36M	-8%	366k	97.84	View chart
Ishares S&p 500 Growth Etf Exchange Traded Fund (IVW)	0.2	$36M	-5%	507k	70.48	View chart
Ishares U.s. Technology Etf Exchange Traded Fund (IYW)	0.2	$36M	-3%	328k	108.87	View chart
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)	0.2	$35M	-5%	129k	275.18	View chart
Steris Common Stock (STE)	0.2	$35M	-2%	157k	224.98	View chart
Procter & Gamble Company Common Stock (PG)	0.2	$35M	-6%	229k	151.74	View chart
International Flavors & Fragrances Common Stock (IFF)	0.2	$34M	+6%	431k	79.59	View chart
Automatic Data Processing Common Stock (ADP)	0.2	$34M		155k	219.79	View chart
Tractor Supply Company Common Stock (TSCO)	0.2	$34M	-6%	153k	221.10	View chart
Copart Common Stock (CPRT)	0.2	$34M	-5%	369k	91.21	View chart
Wisdomtree U.s. Smallcap Dividend Fund Exchange Traded Fund (DES)	0.2	$33M		1.1M	28.79	View chart
Ishares S&p 500 Value Etf Exchange Traded Fund (IVE)	0.2	$32M	-4%	201k	161.19	View chart
Vanguard Small-cap Etf Exchange Traded Fund (VB)	0.2	$32M	-2%	161k	198.89	View chart
Oneok Common Stock (OKE)	0.2	$32M	-2%	514k	61.72	View chart
Bristol-myers Squibb Company Common Stock (BMY)	0.2	$32M	-4%	492k	63.95	View chart
Pool Corporation Common Stock (POOL)	0.2	$31M		84k	374.64	View chart
Jack Henry & Associates Common Stock (JKHY)	0.2	$30M		180k	167.33	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Exchange Traded Fund (HYG)	0.2	$30M		397k	75.07	View chart
Union Pacific Corporation Common Stock (UNP)	0.2	$30M	-4%	145k	204.62	View chart
Nasdaq Common Stock (NDAQ)	0.2	$29M	-2%	576k	49.85	View chart
Texas Instruments Incorporated Common Stock (TXN)	0.2	$29M	-4%	158k	180.02	View chart
Ishares Semiconductor Etf Exchange Traded Fund (SOXX)	0.2	$28M	-2%	56k	507.26	View chart
Emerson Electric Common Stock (EMR)	0.2	$28M		312k	90.39	View chart
Mondelez International, Inc. Class A Common Stock (MDLZ)	0.2	$28M	-4%	378k	72.94	View chart
Invesco High Yield Equity Dividend Achievers Etf Exchange Traded Fund (PEY)	0.2	$28M		1.4M	19.22	View chart
Invesco Dynamic Large Cap Growth Etf Exchange Traded Fund (PWB)	0.1	$27M		389k	70.62	View chart
Ishares Intermediate Government/credit Bond Etf Exchange Traded Fund (GVI)	0.1	$27M		266k	102.90	View chart
Dollar General Corporation Common Stock (DG)	0.1	$27M	+5%	158k	169.78	View chart
Schwab Fundamental International Small Co. Index Etf Exchange Traded Fund (FNDC)	0.1	$27M		797k	33.19	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.1	$26M	-7%	50k	521.75	View chart
American Tower Corporation Common Stock (AMT)	0.1	$26M	-2%	135k	193.94	View chart
Vanguard Ftse Pacific Etf Exchange Traded Fund (VPL)	0.1	$26M		368k	69.72	View chart
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)	0.1	$25M	+6%	347k	72.62	View chart
American Express Company Common Stock (AXP)	0.1	$25M	-4%	143k	174.20	View chart
Schwab U.s. Broad Market Etf Exchange Traded Fund (SCHB)	0.1	$25M	-5%	481k	51.70	View chart
Salesforce Common Stock (CRM)	0.1	$25M		117k	211.26	View chart
General Mills Common Stock (GIS)	0.1	$24M	-2%	317k	76.70	View chart
Northrop Grumman Corp. Common Stock (NOC)	0.1	$24M	-2%	53k	455.80	View chart
Eog Resources Common Stock (EOG)	0.1	$24M	+4%	212k	114.44	View chart
Ttec Holdings Common Stock (TTEC)	0.1	$24M	+19%	715k	33.84	View chart
Illinois Tool Works Common Stock (ITW)	0.1	$24M	-11%	96k	250.16	View chart
Southern Company Common Stock (SO)	0.1	$24M	-3%	340k	70.25	View chart
Ishares Msci Acwi Etf Exchange Traded Fund (ACWI)	0.1	$24M	+2%	248k	95.94	View chart
Spdr Portfolio Emerging Markets Etf Exchange Traded Fund (SPEM)	0.1	$24M	+2%	689k	34.38	View chart
Kkr & Co Common Stock (KKR)	0.1	$24M	-5%	422k	56.00	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	0.1	$24M	-4%	234k	100.92	View chart
Lamar Advertising Company Class A Common Stock (LAMR)	0.1	$23M		236k	99.25	View chart
Amgen Common Stock (AMGN)	0.1	$23M	-4%	105k	222.02	View chart
Wisdomtree U.s. Midcap Dividend Fund Exchange Traded Fund (DON)	0.1	$23M		550k	42.05	View chart
Schwab Us Aggregate Bond Etf Exchange Traded Fund (SCHZ)	0.1	$23M	-3%	498k	46.16	View chart
Asml Holding Nv Common Stock (ASML)	0.1	$23M	+16%	31k	724.74	View chart
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)	0.1	$23M	+147%	394k	57.73	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$23M		531k	42.68	View chart
Pioneer Natural Resources Company Common Stock (PXD)	0.1	$23M		109k	207.18	View chart
Paychex Common Stock (PAYX)	0.1	$22M	+3%	199k	111.87	View chart
Ishares Russell 1000 Value Etf Exchange Traded Fund (IWD)	0.1	$22M	-17%	141k	157.83	View chart
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)	0.1	$22M	-31%	217k	100.63	View chart
Roper Technologies Common Stock (ROP)	0.1	$21M		44k	480.80	View chart
D.r. Horton Common Stock (DHI)	0.1	$21M	-3%	175k	121.69	View chart
Jacobs Solutions Common Stock (J)	0.1	$21M	-2%	174k	118.89	View chart
Verizon Communications Common Stock (VZ)	0.1	$21M	-6%	554k	37.19	View chart
Ishares Core Msci Europe Etf Exchange Traded Fund (IEUR)	0.1	$20M	-9%	388k	52.63	View chart
Aflac Incorporated Common Stock (AFL)	0.1	$20M		290k	69.80	View chart
T-mobile Us Common Stock (TMUS)	0.1	$20M	-13%	144k	138.90	View chart
Digital Realty Trust Common Stock (DLR)	0.1	$20M	+3%	174k	113.87	View chart
Vanguard Intermediate-term Treasury Etf Exchange Traded Fund (VGIT)	0.1	$20M	-7%	334k	58.66	View chart
Parker-hannifin Corporation Common Stock (PH)	0.1	$20M	-7%	50k	390.04	View chart
Financial Select Sector Spdr Fund Exchange Traded Fund (XLF)	0.1	$19M		574k	33.71	View chart
Ball Corporation Common Stock (BALL)	0.1	$19M		331k	58.21	View chart
Spdr Portfolio Mortgage Backed Bond Etf Exchange Traded Fund (SPMB)	0.1	$19M	-2%	870k	21.91	View chart
Vanguard Large-cap Etf Exchange Traded Fund (VV)	0.1	$19M		93k	202.72	View chart
Invesco Bulletshares 2023 High Yield Corporate Bond Etf Exchange Traded Fund (BSJN)	0.1	$18M	-7%	780k	23.51	View chart
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)	0.1	$18M	-8%	246k	74.33	View chart
Dimensional U.s. Core Equity 2 Etf Exchange Traded Fund (DFAC)	0.1	$18M	-4%	669k	27.15	View chart
Tesla Common Stock (TSLA)	0.1	$18M	-9%	68k	261.77	View chart
Ishares Core S&p U.s. Growth Etf Exchange Traded Fund (IUSG)	0.1	$18M	-7%	183k	97.64	View chart
Alps Sector Dividend Dogs Etf Exchange Traded Fund (SDOG)	0.1	$17M		349k	49.97	View chart
Waters Corporation Common Stock (WAT)	0.1	$17M		65k	266.54	View chart
Technology Select Sector Spdr Fund Exchange Traded Fund (XLK)	0.1	$17M		98k	173.86	View chart
First Trust Low Duration Opportunities Etf Exchange Traded Fund (LMBS)	0.1	$17M	-41%	349k	47.67	View chart
Crown Castle Common Stock (CCI)	0.1	$17M		146k	113.94	View chart
Ishares Russell 3000 Etf Exchange Traded Fund (IWV)	0.1	$17M	-3%	65k	254.48	View chart
Ishares Core S&p Us Value Etf Exchange Traded Fund (IUSV)	0.1	$17M	-12%	210k	78.26	View chart
Dover Corporation Common Stock (DOV)	0.1	$16M	+43%	108k	147.65	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Exchange Traded Fund (SPTM)	0.1	$16M	-4%	293k	54.44	View chart
First Trust Enhanced Short Maturity Etf Exchange Traded Fund (FTSM)	0.1	$16M	-42%	267k	59.41	View chart
Ishares S&p 100 Etf Exchange Traded Fund (OEF)	0.1	$15M	-5%	74k	207.06	View chart
Spdr Gold Shares Exchange Traded Fund (GLD)	0.1	$15M		86k	178.27	View chart
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)	0.1	$15M	+2%	142k	106.07	View chart
United Parcel Service, Inc. Class B Common Stock (UPS)	0.1	$15M	-4%	82k	179.25	View chart
Westinghouse Air Brake Technologies Corporation Common Stock (WAB)	0.1	$15M	-4%	135k	109.67	View chart
Sanofi Common Stock (SNY)	0.1	$15M		272k	53.90	View chart
Tjx Companies Common Stock (TJX)	0.1	$14M		170k	84.79	View chart
Ishares 3-7 Year Treasury Bond Etf Exchange Traded Fund (IEI)	0.1	$14M	-29%	124k	115.26	View chart
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)	0.1	$14M	+2%	76k	187.27	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.1	$14M	+23%	88k	162.43	View chart
Boeing Company Common Stock (BA)	0.1	$14M		66k	211.16	View chart
GSK Common Stock (GSK)	0.1	$14M		389k	35.64	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$14M	-10%	103k	133.81	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	0.1	$14M	-4%	339k	40.68	View chart
Ishares Core Msci Total International Stock Etf Exchange Traded Fund (IXUS)	0.1	$14M	-12%	219k	62.62	View chart
Lockheed Martin Corporation Common Stock (LMT)	0.1	$14M	-11%	30k	460.39	View chart
Eli Lilly And Company Common Stock (LLY)	0.1	$14M	-12%	29k	468.98	View chart
Pimco Enhanced Short Maturity Active Etf Exchange Traded Fund (MINT)	0.1	$13M	-7%	135k	99.76	View chart
Fidelity National Financial, Inc. - Fnf Group Common Stock (FNF)	0.1	$13M		366k	36.00	View chart
Booking Holdings Common Stock (BKNG)	0.1	$13M	-4%	4.9k	2700.24	View chart
Hdfc Bank Common Stock (HDB)	0.1	$13M		188k	69.70	View chart
Xpo Common Stock (XPO)	0.1	$13M	-6%	221k	59.00	View chart
Alcon Common Stock (ALC)	0.1	$13M	NEW	157k	82.11	View chart
Iron Mountain Common Stock (IRM)	0.1	$13M		226k	56.82	View chart
Molson Coors Beverage Company Class B Common Stock (TAP)	0.1	$13M	-9%	194k	65.84	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Exchange Traded Fund (BSJO)	0.1	$13M	-6%	562k	22.48	View chart
Ishares Emerging Markets Dividend Etf Exchange Traded Fund (DVYE)	0.1	$13M		510k	24.50	View chart
Vanguard Short-term Corporate Bond Etf Exchange Traded Fund (VCSH)	0.1	$12M	-6%	164k	75.66	View chart
Spdr Portfolio Aggregate Bond Etf Exchange Traded Fund (SPAB)	0.1	$12M		481k	25.37	View chart
Communication Services Select Sector Spdr Fund Exchange Traded Fund (XLC)	0.1	$12M		188k	65.08	View chart
Industrial Select Sector Spdr Fund Exchange Traded Fund (XLI)	0.1	$12M	+2%	113k	107.32	View chart
Energy Select Sector Spdr Fund Exchange Traded Fund (XLE)	0.1	$12M	+5%	149k	81.17	View chart
Diageo Common Stock (DEO)	0.1	$12M		70k	173.48	View chart
Ishares Core International Aggregate Bond Etf Exchange Traded Fund (IAGG)	0.1	$12M	-7%	246k	49.29	View chart
Ishares U.s. Healthcare Etf Exchange Traded Fund (IYH)	0.1	$12M		42k	280.25	View chart
Otis Worldwide Corporation Common Stock (OTIS)	0.1	$12M	-3%	132k	89.01	View chart
Advanced Micro Devices Common Stock (AMD)	0.1	$12M	+25%	102k	113.91	View chart
Novartis Common Stock (NVS)	0.1	$12M	-8%	114k	100.91	View chart
American International Group Common Stock (AIG)	0.1	$11M	-13%	191k	57.54	View chart
Chubb Common Stock (CB)	0.1	$11M		57k	192.56	View chart
Ferguson Common Stock (FERG)	0.1	$11M		68k	157.31	View chart
Ishares Msci Eafe Etf Exchange Traded Fund (EFA)	0.1	$11M	-2%	148k	72.50	View chart
Ishares Russell 1000 Etf Exchange Traded Fund (IWB)	0.1	$11M		44k	243.74	View chart
Colgate-palmolive Company Common Stock (CL)	0.1	$11M	-10%	137k	77.04	View chart
Yum! Brands Common Stock (YUM)	0.1	$10M		74k	138.55	View chart
Vanguard Intermediate-term Corporate Bond Etf Exchange Traded Fund (VCIT)	0.1	$10M	-7%	128k	79.03	View chart
Kinder Morgan Inc Class P Common Stock (KMI)	0.1	$9.9M	-8%	575k	17.22	View chart
F5 Common Stock (FFIV)	0.1	$9.8M	-10%	67k	146.26	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$9.8M	-21%	343k	28.69	View chart
Ing Groep Nv Common Stock (ING)	0.1	$9.8M	+2738%	728k	13.47	View chart
Intapp Common Stock (INTA)	0.1	$9.8M		233k	41.91	View chart
Analog Devices Common Stock (ADI)	0.1	$9.7M	+32%	50k	194.81	View chart
Check Point Software Technologies Common Stock (CHKP)	0.1	$9.6M	-4%	77k	125.62	View chart
Vanguard Ftse All-world Ex-us Index Fund Exchange Traded Fund (VEU)	0.1	$9.6M	-3%	176k	54.41	View chart
Relx Common Stock (RELX)	0.1	$9.6M	-7%	286k	33.43	View chart
Enterprise Products Partners Common Stock (EPD)	0.1	$9.5M	-8%	362k	26.35	View chart
Vanguard Mid-cap Etf Exchange Traded Fund (VO)	0.1	$9.5M	-3%	43k	220.16	View chart
Cgi Inc. Class A Common Stock (GIB)	0.1	$9.3M	-6%	88k	105.43	View chart
Gxo Logistics Common Stock (GXO)	0.1	$9.3M	-10%	148k	62.82	View chart
Coca-cola Company Common Stock (KO)	0.1	$9.3M	-5%	154k	60.22	View chart
Ishares California Muni Bond Etf Exchange Traded Fund (CMF)	0.0	$9.0M	+11%	159k	56.95	View chart
Dimensional Us Marketwide Value Etf Exchange Traded Fund (DFUV)	0.0	$9.0M	-2%	262k	34.50	View chart
Blackstone Common Stock (BX)	0.0	$9.0M	-3%	97k	92.97	View chart
Mcdonald's Corporation Common Stock (MCD)	0.0	$9.0M	-9%	30k	298.41	View chart

Past Filings by United Capital Financial Advisers

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

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

View all past filings

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