UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,060 positions
Vanguard Index Funds S&P 500 ETF SHS | 1.7M | $904.8M | 7.5% | $339.11 | +51.91% | 23 qtrssince 2019-Q1 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 1M | $582.1M | 4.8% | $323.65 | +73.91% | 23 qtrssince 2019-Q1 | Decreased 0 |
| 5.2M | $406M | 3.3% | — | — | 23 qtrssince 2019-Q1 | Decreased 0 | |
Apple Inc. | 1.5M | $343.3M | 2.8% | $51.34 | +350.08% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 4.3M | $337.1M | 2.8% | $51.64 | +43.78% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE TOTAL USD BOND MARKET ETF | 5.8M | $275.5M | 2.3% | $41.59 | +4.56% | 23 qtrssince 2019-Q1 | Increased 59 |
Microsoft Corp. | 594,910 | $256M | 2.1% | $124.84 | +239.67% | 23 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $237.2M | 2.0% | $91.65 | +82.57% | 23 qtrssince 2019-Q1 | Increased 49 |
VANGUARD INTERMEDIATE-TERM BOND ETF | 2.6M | $204M | 1.7% | $64.22 | +12.84% | 10 qtrssince 2022-Q2 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 530,975 | $203.9M | 1.7% | $25.65 | +147.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES U.S. TREASURY BOND ETF | 8.1M | $189.9M | 1.6% | $21.94 | -0.04% | 23 qtrssince 2019-Q1 | Increased 50 |
NVIDIA Corp. | 1.5M | $187M | 1.5% | $23.27 | +420.58% | 23 qtrssince 2019-Q1 | Increased 51 |
ISHARES CURRENCY HEDGED MSCI EAFE ETF | 4.3M | $153.3M | 1.3% | $23.47 | +40.12% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES MBS ETF | 1.5M | $143.3M | 1.2% | $86.50 | +2.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 2.4M | $137.3M | 1.1% | $45.89 | +20.59% | 23 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE S&P SMALL CAP ETF | 1.1M | $131.1M | 1.1% | $84.65 | +33.74% | 23 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 1.3M | $128.8M | 1.1% | $72.70 | +30.61% | 23 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 2.5M | $121.6M | 1.0% | $44.52 | +2.90% | 23 qtrssince 2019-Q1 | Increased 47 |
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | 1.2M | $115.8M | 1.0% | $74.98 | +13.66% | 22 qtrssince 2019-Q2 | Increased 43 |
XTRACKERS MSCI EAFE HEDGED EQUITY ETF | 2.7M | $112.1M | 0.9% | $22.56 | +74.49% | 23 qtrssince 2019-Q1 | Increased 43 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $12.1B across 1060 positions as of Q3 2024. Top holdings: VOO (7.5%), IVV (4.8%), VANGUARD SHORT-TERM BOND ETF (3.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 67 new positions, 38 exits, 399 increased. Top move: IUSB (INCREASED, conviction 59). Portfolio: $12.1B across 1060 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
Verify source filings on SEC EDGAR