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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, SPY, IEFA, AAPL, and represent 20.18% of United Capital Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$57M), GOVT (+$53M), EFG (+$53M), PYLD (+$49M), GBND (+$40M), BLCR (+$36M), IDEF (+$35M), NVDA (+$33M), GSIE (+$30M), GIGL (+$16M).
Started 307 new stock positions in IGF, BBEU, DINO, WYNN, PII, FLUT, Hologic, CON, BMRC, GT.
Reduced shares in these 10 stocks: OEF (-$84M), BSV (-$66M), JNK (-$45M), IAU (-$24M), ITA (-$22M), DYNF (-$21M), SHM (-$19M), ORCL (-$17M), IVE (-$15M), GOOGL (-$15M).
Sold out of its positions in AMTM, ALAB, AstraZeneca, TEAM, AUBN, BAH, CFBK, Cadence Bank, Ceridian Hcm Hldg, CION.
United Capital Financial Advisors was a net buyer of stock by $314M.
United Capital Financial Advisors has $16B in assets under management (AUM), dropping by -2.10%.
Central Index Key (CIK): 0001463217

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Portfolio Holdings for United Capital Financial Advisors

United Capital Financial Advisors holds 1623 positions in its portfolio as reported in the March 2026 quarterly 13F filing

United Capital Financial Advisors has 1623 total positions. Only the first 250 positions are shown.

Sign up to view all of the United Capital Financial Advisors March 31, 2026 positions
Download the United Capital Financial Advisors March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO)	5.9	$962M		1.6M	597.87	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$888M	+6%	1.4M	653.35	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	3.2	$524M		805k	650.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	2.8	$457M		5.1M	90.24	View chart
Apple (AAPL)	2.8	$451M		1.8M	253.79	View chart
NVIDIA Corporation (NVDA)	2.3	$375M	+9%	2.2M	174.40	View chart
Repligen Corporation (RGEN)	2.0	$327M		2.8M	117.82	View chart
Microsoft Corporation (MSFT)	1.8	$288M	+2%	777k	370.17	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.8	$285M	+4%	3.7M	77.12	View chart
Vanguard Index Fds Value Etf (VTV)	1.7	$281M		1.4M	196.23	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$252M	-5%	3.6M	69.75	View chart
Vanguard Index Fds Growth Etf (VUG)	1.5	$242M	+2%	555k	436.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.4	$228M	-6%	791k	287.56	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.4	$228M	+30%	9.9M	22.90	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$190M	+2%	4.1M	46.20	View chart
Advisor Managed Portfolios Soundwatch Hedgd (SHDG)	0.9	$152M		5.0M	30.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$151M	-30%	1.9M	78.39	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$146M	-4%	509k	286.86	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$145M	-2%	1.2M	124.26	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.9	$142M	-5%	3.3M	42.54	View chart
Amazon (AMZN)	0.9	$140M		670k	208.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.9	$140M	-9%	661k	211.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$139M		241k	577.44	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$135M	+4%	1.4M	95.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$128M		268k	479.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$125M		1.1M	113.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.7	$121M	+68%	4.6M	26.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.7	$119M	+6%	619k	191.86	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.7	$113M	-3%	2.3M	49.40	View chart
JPMorgan Chase & Co. (JPM)	0.7	$109M		371k	294.16	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.6	$102M	-16%	1.8M	58.19	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$99M		1.9M	53.14	View chart
Meta Platforms Cl A (META)	0.6	$90M		157k	572.13	View chart
Johnson & Johnson (JNJ)	0.6	$90M	-2%	366k	244.44	View chart
Goldman Sachs Etf Tr Core Bond Etf (GBND)	0.5	$88M	+85%	1.7M	50.51	View chart
Spdr Series Trust State Street Spd (SPMD)	0.5	$85M	+12%	1.4M	59.17	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.5	$85M	+2%	2.9M	29.13	View chart
Visa Com Cl A (V)	0.5	$85M	+6%	280k	302.24	View chart
Ishares Tr Eafe Value Etf (EFV)	0.5	$84M	-3%	1.1M	74.19	View chart
Costco Wholesale Corporation (COST)	0.5	$80M	-3%	81k	996.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$78M		787k	99.30	View chart
Broadcom (AVGO)	0.4	$72M	+16%	233k	309.51	View chart
Spdr Series Trust State Street Spd (SHM)	0.4	$68M	-21%	1.4M	47.85	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$65M	+4%	614k	106.04	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$63M	-9%	1.2M	50.60	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$63M	-10%	48k	1320.84	View chart
Walt Disney Company (DIS)	0.4	$62M	+3%	639k	96.38	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.4	$59M	+2%	611k	96.72	View chart
Cisco Systems (CSCO)	0.4	$59M		762k	77.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$59M		2.4M	24.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$59M	-12%	271k	217.17	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$59M	+3%	1.9M	30.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.4	$58M		319k	181.46	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$58M		574k	100.68	View chart
Eli Lilly & Co. (LLY)	0.4	$58M		63k	919.77	View chart
Abbvie (ABBV)	0.3	$56M		255k	217.49	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$55M	+3416%	491k	111.40	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$54M	-10%	605k	88.68	View chart
Chevron Corporation (CVX)	0.3	$53M		258k	206.90	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$52M		214k	240.33	View chart
Procter & Gamble Company (PG)	0.3	$51M	+24%	355k	144.44	View chart
Exxon Mobil Corporation (XOM)	0.3	$51M	+3%	297k	169.66	View chart
Starbucks Corporation (SBUX)	0.3	$50M	-5%	562k	89.59	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$50M		1.5M	32.78	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$50M	-2%	1.6M	30.50	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$48M	-2%	1.9M	25.65	View chart
Home Depot (HD)	0.3	$46M	-4%	141k	328.89	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$46M	+6%	922k	49.85	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$46M	-11%	884k	51.92	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$46M		1.3M	36.22	View chart
Medtronic SHS (MDT)	0.3	$45M	+3%	523k	86.65	View chart
Qualcomm (QCOM)	0.3	$45M	-3%	345k	128.78	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$43M	-3%	143k	302.26	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.3	$43M	+10%	1.9M	22.91	View chart
Pepsi (PEP)	0.3	$42M		271k	155.29	View chart
Tesla Motors (TSLA)	0.3	$42M		113k	371.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$41M		96k	426.40	View chart
Raytheon Technologies Corp (RTX)	0.2	$41M	-8%	210k	192.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$40M		124k	320.94	View chart
Wal-Mart Stores (WMT)	0.2	$39M	-21%	314k	124.28	View chart
Novo-nordisk A S Adr (NVO)	0.2	$39M	+62%	1.1M	36.75	View chart
American Express Company (AXP)	0.2	$39M	-2%	128k	302.48	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$39M	+323%	895k	43.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$37M	-3%	109k	337.95	View chart
Intuitive Surgical Com New (ISRG)	0.2	$37M	+2%	80k	460.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$36M	-3%	535k	67.49	View chart
Lowe's Companies (LOW)	0.2	$36M		152k	236.28	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$36M	NEW	864k	41.06	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$35M		563k	62.57	View chart
Unilever Spon Adr New (UL)	0.2	$35M	+10%	618k	56.97	View chart
Netflix (NFLX)	0.2	$35M	+57%	364k	96.15	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.2	$35M	NEW	1.1M	32.58	View chart
Goldman Sachs Etf Tr Corporate Bond E (GIGL)	0.2	$34M	+88%	681k	50.21	View chart
Honeywell International (HON)	0.2	$34M	+14%	148k	226.03	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$33M	-17%	753k	44.27	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$33M	+19%	1.5M	22.43	View chart
S&p Global (SPGI)	0.2	$33M	-12%	78k	425.34	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$33M	+16%	677k	48.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$33M	+2%	436k	75.10	View chart
Mastercard Incorporated Cl A (MA)	0.2	$32M	-7%	64k	499.66	View chart
Ge Vernova (GEV)	0.2	$32M	-4%	37k	872.89	View chart
Oracle Corporation (ORCL)	0.2	$32M	-34%	215k	147.11	View chart
Amgen (AMGN)	0.2	$32M		90k	351.85	View chart
Caterpillar (CAT)	0.2	$31M		44k	708.46	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$31M		571k	54.58	View chart
Goldman Sachs (GS)	0.2	$31M	+3%	37k	846.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$31M		117k	261.81	View chart
Goldman Sachs Etf Tr Access Inflati (GTIP)	0.2	$31M	+94%	620k	49.34	View chart
General Dynamics Corporation (GD)	0.2	$30M	+6%	88k	343.22	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.2	$29M	+8%	449k	63.99	View chart
Deere & Company (DE)	0.2	$29M	+2%	51k	563.30	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$29M	-2%	145k	198.29	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$28M		276k	100.67	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$27M	-8%	515k	52.53	View chart
Ge Aerospace Com New (GE)	0.2	$27M	+4%	94k	283.77	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$26M	+44%	171k	155.12	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.2	$26M	+13%	1.2M	22.27	View chart
Parker-Hannifin Corporation (PH)	0.2	$26M	-4%	29k	895.22	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.2	$26M	+13%	1.2M	21.83	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$26M	-4%	177k	146.04	View chart
Amphenol Corp Cl A (APH)	0.2	$26M		203k	126.35	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$25M	+2%	395k	63.85	View chart
Eaton Corp SHS (ETN)	0.2	$25M		69k	357.67	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$24M	+33%	1.2M	19.72	View chart
Thermo Fisher Scientific (TMO)	0.1	$24M		49k	491.53	View chart
salesforce (CRM)	0.1	$24M	-2%	129k	186.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$24M		81k	298.84	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$24M	+90%	553k	43.20	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$23M	-11%	164k	142.42	View chart
Metropcs Communications (TMUS)	0.1	$23M	-2%	108k	210.03	View chart
Illinois Tool Works (ITW)	0.1	$23M	+9%	86k	260.29	View chart
Kkr & Co (KKR)	0.1	$22M	-2%	242k	92.50	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$22M		318k	70.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$22M	+7%	93k	237.74	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$22M	+3%	164k	132.96	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$22M		101k	213.81	View chart
Spdr Series Trust State Street Spd (HYMB)	0.1	$22M	-10%	866k	24.79	View chart
Servicenow (NOW)	0.1	$21M	+95%	205k	104.55	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$21M		56k	383.24	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$21M	-2%	408k	50.97	View chart
Gilead Sciences (GILD)	0.1	$20M	-15%	145k	139.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$20M	-2%	803k	25.11	View chart
Abbott Laboratories (ABT)	0.1	$20M		196k	102.67	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$20M	+20%	780k	25.49	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$20M	-6%	167k	118.44	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$20M		79k	247.90	View chart
Advanced Micro Devices (AMD)	0.1	$20M		96k	203.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$19M	+3%	263k	73.62	View chart
Wabtec Corporation (WAB)	0.1	$19M	-6%	77k	249.91	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$19M	-3%	129k	144.72	View chart
Danaher Corporation (DHR)	0.1	$19M		98k	189.60	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$18M		125k	146.61	View chart
Booking Holdings (BKNG)	0.1	$18M		4.3k	4210.63	View chart
Iron Mountain (IRM)	0.1	$18M		176k	102.14	View chart
Nasdaq Omx (NDAQ)	0.1	$18M	-17%	209k	84.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$18M		191k	92.69	View chart
Merck & Co (MRK)	0.1	$18M	-2%	145k	120.29	View chart
American Tower Reit (AMT)	0.1	$17M	-4%	101k	172.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$17M	+4%	80k	215.10	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$17M	+25%	336k	49.51	View chart
Jacobs Engineering Group (J)	0.1	$17M		130k	127.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$17M	-21%	200k	82.55	View chart
Palo Alto Networks (PANW)	0.1	$16M	+4%	101k	160.32	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$16M	+7%	286k	56.71	View chart
Lam Research Corp Com New (LRCX)	0.1	$16M		76k	213.66	View chart
Wells Fargo & Company (WFC)	0.1	$16M	+4%	203k	79.61	View chart
Intuit (INTU)	0.1	$16M	-6%	37k	432.38	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.1	$16M	+20%	157k	102.25	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$16M		114k	138.13	View chart
Arthur J. Gallagher & Co. (AJG)	0.1	$16M	-10%	72k	216.58	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$16M	-3%	42k	370.59	View chart
Cme (CME)	0.1	$16M	-10%	52k	295.35	View chart
At&t (T)	0.1	$15M		531k	28.99	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$15M	-24%	290k	52.86	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$15M	-40%	167k	91.64	View chart
Verizon Communications (VZ)	0.1	$15M	+4%	305k	50.20	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$15M		149k	100.64	View chart
Spdr Series Trust State Street Spd (SPTL)	0.1	$15M	+99%	571k	26.28	View chart
C H Robinson Worldwide In Com New (CHRW)	0.1	$15M	-21%	89k	166.07	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$15M		256k	57.91	View chart
Colgate-Palmolive Company (CL)	0.1	$15M	+6%	171k	85.23	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$14M	-12%	132k	109.10	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$14M	+5%	97k	148.09	View chart
Copart (CPRT)	0.1	$14M		426k	33.20	View chart
F5 Networks (FFIV)	0.1	$14M		49k	289.33	View chart
Novartis Sponsored Adr (NVS)	0.1	$14M	+8%	92k	152.75	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$14M	-62%	159k	88.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$14M		259k	54.05	View chart
Nextera Energy (NEE)	0.1	$14M		148k	92.88	View chart
Charles Schwab Corporation (SCHW)	0.1	$14M		146k	93.98	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$14M		123k	110.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$14M	+3%	585k	23.23	View chart
Emerson Electric (EMR)	0.1	$14M	-2%	104k	131.02	View chart
Uber Technologies (UBER)	0.1	$14M	-2%	188k	71.93	View chart
Goldman Sachs Etf Tr Muni Income Etf (GMUB)	0.1	$14M	+168%	265k	50.87	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$13M		54k	248.81	View chart
International Business Machines (IBM)	0.1	$13M		55k	242.39	View chart
Micron Technology (MU)	0.1	$13M	+10%	39k	337.84	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$13M		186k	70.18	View chart
Bank of America Corporation (BAC)	0.1	$13M		265k	48.75	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$13M	-3%	121k	105.98	View chart
Calamos Etf Tr Autocallable Inc (CAIE)	0.1	$13M	+51%	506k	25.11	View chart
Coca-Cola Company (KO)	0.1	$13M		167k	76.05	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$13M		106k	118.56	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$12M	+5%	65k	191.90	View chart
Applied Materials (AMAT)	0.1	$12M		36k	341.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$12M	+8%	156k	79.23	View chart
Calamos Etf Tr Nasdaq Autocalll (CAIQ)	0.1	$12M	+45%	518k	23.82	View chart
Kimberly-Clark Corporation (KMB)	0.1	$12M	+7%	127k	96.47	View chart
Philip Morris International (PM)	0.1	$12M	+2%	73k	165.34	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$12M	-18%	265k	45.00	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	0.1	$12M		339k	35.19	View chart
Lamar Advertising Cl A (LAMR)	0.1	$12M	+3%	93k	126.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$12M	+8%	212k	55.49	View chart
McDonald's Corporation (MCD)	0.1	$12M	+5%	38k	310.79	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$12M	-2%	50k	233.26	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$12M		119k	96.82	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$12M	-3%	244k	47.01	View chart
Cintas Corporation (CTAS)	0.1	$11M	+27%	66k	169.14	View chart
Broadstone Net Lease (BNL)	0.1	$11M		606k	18.27	View chart
Palantir Technologies Cl A (PLTR)	0.1	$11M	+20%	75k	146.28	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.1	$11M	+8%	188k	57.07	View chart
Diageo Spon Adr New (DEO)	0.1	$11M	+46%	143k	74.45	View chart
Snowflake Com Shs (SNOW)	0.1	$11M	+21%	70k	150.82	View chart
Union Pacific Corporation (UNP)	0.1	$11M	-2%	44k	242.62	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$11M		122k	86.64	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.1	$11M	+15%	119k	88.34	View chart
Ball Corporation (BALL)	0.1	$11M		178k	59.11	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$10M	+8%	175k	59.52	View chart
Bristol Myers Squibb (BMY)	0.1	$10M	+6%	170k	60.65	View chart
Msci (MSCI)	0.1	$10M		19k	539.01	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$10M	-7%	203k	50.34	View chart
Stryker Corporation (SYK)	0.1	$10M	-5%	31k	328.59	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$10M		73k	138.32	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$10M		88k	114.99	View chart
MetLife (MET)	0.1	$10M		142k	70.72	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.1	$10M	+10%	40k	250.61	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$9.9M		112k	88.80	View chart
Arch Cap Group Ord (ACGL)	0.1	$9.9M	+6%	103k	95.99	View chart
Texas Instruments Incorporated (TXN)	0.1	$9.9M	-4%	51k	194.14	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$9.9M	+7%	169k	58.53	View chart
Old Dominion Freight Line (ODFL)	0.1	$9.9M	-16%	51k	195.40	View chart
Boeing Company (BA)	0.1	$9.8M	+2%	50k	199.03	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$9.8M	+39%	130k	75.65	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$9.7M	+3%	23k	430.29	View chart
UnitedHealth (UNH)	0.1	$9.4M	-6%	35k	270.59	View chart
CRA International (CRAI)	0.1	$9.4M	-20%	58k	161.88	View chart
Republic Services (RSG)	0.1	$9.3M	-9%	43k	219.02	View chart
Strategic Trust Running Gwth Etf (RUNN)	0.1	$9.3M	+5%	289k	32.18	View chart
TJX Companies (TJX)	0.1	$9.2M	+6%	58k	159.70	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 2026 Q1 filed May 15, 2026
United Capital Financial Advisors 2025 Q4 filed Feb. 17, 2026
United Capital Financial Advisors 2025 Q3 filed Nov. 14, 2025
United Capital Financial Advisors 2025 Q2 filed Aug. 11, 2025
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

View all past filings

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