UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q2 2023
Top Holdings886 positions
VANGUARD S&P500 INDEX ETF | 4.5M | $1.8B | 10.0% | $339.11 | +15.18% | 18 qtrssince 2019-Q1 | Increased 64 |
| 11.4M | $863.7M | 4.7% | — | — | 18 qtrssince 2019-Q1 | Increased 61 | |
ISHARES CORE MSCI EAFE ETF | 10M | $674.3M | 3.7% | $51.64 | +18.82% | 18 qtrssince 2019-Q1 | Increased 58 |
iShares Core S&P 500 ETF | 1.5M | $659.8M | 3.6% | $259.60 | +64.44% | 18 qtrssince 2019-Q1 | Decreased 0 |
iShares US Treasury Bond ETF | 21M | $481.4M | 2.6% | $21.94 | -6.03% | 18 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 2.4M | $458.2M | 2.5% | $51.34 | +272.28% | 18 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Value ETF | 3.1M | $438.8M | 2.4% | $90.02 | +46.67% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FDS | 5.6M | $420.4M | 2.3% | $64.09 | +3.82% | 5 qtrssince 2022-Q2 | Increased 57 |
VANGUARD INDEX FDS | 1.5M | $418.6M | 2.3% | $25.65 | +80.92% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 10.5M | $326M | 1.8% | $22.45 | +22.28% | 18 qtrssince 2019-Q1 | Increased 51 |
Microsoft Corp | 845,372 | $287.9M | 1.6% | $124.84 | +163.34% | 18 qtrssince 2019-Q1 | Decreased 0 |
iShares 5-10 Year Investment Grade Corporate Bond ETF | 5.2M | $265.3M | 1.4% | $43.43 | +0.98% | 18 qtrssince 2019-Q1 | Decreased 0 |
SPDR BBG BARC HIGH YIELD BND | 2.7M | $248M | 1.4% | $74.88 | -1.49% | 17 qtrssince 2019-Q2 | Increased 51 |
iShares Core MSCI Emerging Markets ETF | 4.7M | $232M | 1.3% | $45.22 | -0.23% | 18 qtrssince 2019-Q1 | Increased 49 |
DBX ETF TR | 6.4M | $226.6M | 1.2% | $22.34 | +47.37% | 18 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL-CAP ETF | 2.2M | $222.4M | 1.2% | $83.80 | +12.99% | 18 qtrssince 2019-Q1 | Increased 52 |
SPDR SER TR | 4.6M | $217.4M | 1.2% | $44.52 | -1.43% | 18 qtrssince 2019-Q1 | Increased 50 |
iShares MBS ETF | 2M | $184.5M | 1.0% | $86.91 | -5.52% | 18 qtrssince 2019-Q1 | Decreased 0 |
iShares Core U.S. Aggregate Bond ETF | 1.7M | $164.1M | 0.9% | $96.31 | -9.70% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 966,072 | $159.8M | 0.9% | $108.61 | +42.34% | 18 qtrssince 2019-Q1 | Increased 43 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $18.3B across 886 positions as of Q2 2023. Top holdings: VOO (10.0%), Vanguard Short-Term Bond ETF (4.7%), IEFA (3.7%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 40 new positions, 113 exits, 194 increased. Top move: VOO (INCREASED, conviction 64). Portfolio: $18.3B across 886 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
Verify source filings on SEC EDGAR