UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,063 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 1.6M | $845.7M | 7.2% | $342.47 | +47.85% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 984,859 | $553.4M | 4.7% | $330.01 | +67.49% | 25 qtrssince 2019-Q1 | Increased 58 |
| 4.9M | $385M | 3.3% | — | — | 25 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES CORE MSCI EAFE ETF | 4.7M | $359.1M | 3.1% | $53.58 | +37.43% | 25 qtrssince 2019-Q1 | Increased 62 |
APPLE INC | 1.5M | $326.4M | 2.8% | $99.07 | +122.84% | 25 qtrssince 2019-Q1 | Increased 54 |
MICROSOFT CORP | 650,338 | $244.1M | 2.1% | $148.19 | +154.25% | 25 qtrssince 2019-Q1 | Increased 55 |
VANGUARD VALUE ETF | 1.4M | $240.7M | 2.1% | $94.91 | +77.19% | 25 qtrssince 2019-Q1 | Increased 54 |
ISHARES TR | 5M | $229.1M | 2.0% | $41.59 | +4.36% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INTERMEDIATE-TERM B | 2.9M | $222.5M | 1.9% | $65.00 | +11.04% | 12 qtrssince 2022-Q2 | Increased 53 |
VANGUARD GROWTH ETF | 530,323 | $196.7M | 1.7% | $157.61 | +134.27% | 25 qtrssince 2019-Q1 | Increased 49 |
ISHARES US TREASURY BOND ETF | 8.1M | $186.8M | 1.6% | $21.94 | -0.35% | 25 qtrssince 2019-Q1 | Increased 50 |
NVIDIA CORP | 1.6M | $171.8M | 1.5% | $112.74 | -2.74% | 25 qtrssince 2019-Q1 | Increased 50 |
ISHA CURR HEDGED MSCI EAFE | 4.5M | $163.4M | 1.4% | $24.44 | +42.93% | 25 qtrssince 2019-Q1 | Increased 50 |
ISHARES CORE MSCI EMERGING | 2.8M | $150.8M | 1.3% | $46.86 | +12.09% | 25 qtrssince 2019-Q1 | Increased 56 |
BERKSHIRE HATHAWAY INC-CL B | 233,386 | $124.3M | 1.1% | $210.75 | +149.73% | 25 qtrssince 2019-Q1 | Increased 48 |
ISHARES CORE S&P SMALL-CAP ETF ETF | 1.2M | $124.1M | 1.1% | $86.58 | +18.69% | 25 qtrssince 2019-Q1 | Increased 51 |
ISHARES MBS ETF | 1.3M | $123.7M | 1.1% | $86.50 | +2.08% | 25 qtrssince 2019-Q1 | Decreased 0 |
SS SPDR N ICE ST MUNI ETF | 2.4M | $115.7M | 1.0% | $44.52 | +3.00% | 25 qtrssince 2019-Q1 | Decreased 0 |
ISHARES S&P 500 GROWTH ETF | 1.2M | $114M | 1.0% | $77.24 | +19.42% | 25 qtrssince 2019-Q1 | Decreased 0 |
XTRACKERS MSCI EAFE HEDGED E | 2.6M | $112.1M | 1.0% | $22.57 | +82.32% | 25 qtrssince 2019-Q1 | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $11.7B across 1063 positions as of Q1 2025. Top holdings: VOO (7.2%), IVV (4.7%), VANGUARD BD INDEX FDS (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 61 new positions, 58 exits, 502 increased. Top move: IEFA (INCREASED, conviction 62). Portfolio: $11.7B across 1063 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer