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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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

View all past filings