UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q3 2023
Top Holdings830 positions
VANGUARD INDEX FDS | 4M | $1.6B | 10.2% | $339.11 | +11.48% | 19 qtrssince 2019-Q1 | Decreased 0 |
| 9.9M | $741.1M | 4.9% | — | — | 19 qtrssince 2019-Q1 | Decreased 0 | |
ISHARES TR | 7.8M | $502.6M | 3.3% | $51.15 | +15.69% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1M | $441.7M | 2.9% | $259.60 | +59.16% | 19 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 2.2M | $369.7M | 2.4% | $51.34 | +229.04% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FDS | 4.8M | $344.2M | 2.3% | $63.60 | +0.60% | 6 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 2.2M | $307.7M | 2.0% | $90.02 | +43.26% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 13.7M | $301.5M | 2.0% | $21.80 | -8.90% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 9M | $272.2M | 1.8% | $22.45 | +20.89% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 975,801 | $265.7M | 1.7% | $25.65 | +74.35% | 19 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 777,074 | $245.4M | 1.6% | $123.94 | +148.92% | 19 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 2.2M | $197.7M | 1.3% | $74.88 | -1.62% | 18 qtrssince 2019-Q2 | Decreased 0 |
SPDR SERIES TRUST | 4.2M | $194M | 1.3% | $44.31 | -2.87% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.9M | $183.5M | 1.2% | $83.80 | +7.48% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 3.7M | $176.1M | 1.2% | $45.07 | -2.51% | 19 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 3.4M | $164.7M | 1.1% | $43.05 | -1.89% | 19 qtrssince 2019-Q1 | Decreased 0 |
DBX ETF TR | 4.4M | $152.5M | 1.0% | $22.34 | +45.41% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 1.1M | $142.9M | 0.9% | $61.46 | +110.92% | 19 qtrssince 2019-Q1 | Decreased 0 |
ACCENTURE PLC IRELAND | 418,177 | $128.4M | 0.8% | $265.45 | +8.67% | 19 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 791,995 | $126.3M | 0.8% | $108.61 | +38.00% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $15.3B across 830 positions as of Q3 2023. Top holdings: VOO (10.2%), VANGUARD BD INDEX FDS (4.9%), IEFA (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 29 new positions, 84 exits, 159 increased. No standout high-conviction moves this quarter. Portfolio: $15.3B across 830 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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