UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings1,367 positions
ISHARES TR | 19.8M | $513.9M | 3.3% | $21.15 | +4.22% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.4M | $454.2M | 2.9% | $254.45 | +15.07% | 4 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.5M | $452.2M | 2.9% | $45.26 | +56.14% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 2.1M | $385.3M | 2.5% | $24.88 | +17.31% | 4 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 3.1M | $372.2M | 2.4% | $89.55 | +13.42% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 5.6M | $365.2M | 2.4% | $49.00 | +10.38% | 4 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 5.5M | $318.2M | 2.1% | $42.21 | +8.05% | 4 qtrssince 2019-Q1 | Increased 53 |
ISHARES INC | 5.1M | $273.1M | 1.8% | $42.49 | +6.93% | 4 qtrssince 2019-Q1 | Increased 50 |
DBX ETF TR | 7.1M | $239.5M | 1.5% | $22.19 | +11.58% | 4 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.1M | $227.2M | 1.5% | $85.79 | +3.71% | 4 qtrssince 2019-Q1 | Increased 51 |
MICROSOFT CORP | 1.3M | $206.2M | 1.3% | $117.11 | +27.77% | 4 qtrssince 2019-Q1 | Increased 55 |
NIKE INC | 1.5M | $154.9M | 1.0% | $75.08 | +21.27% | 4 qtrssince 2019-Q1 | Decreased 0 |
STARBUCKS CORP | 1.7M | $149.2M | 1.0% | $63.79 | +18.52% | 4 qtrssince 2019-Q1 | Increased 45 |
CISCO SYS INC | 2.9M | $137.8M | 0.9% | $42.54 | -7.17% | 4 qtrssince 2019-Q1 | Increased 58 |
SPDR S&P 500 ETF TR | 392,522 | $126.3M | 0.8% | $256.22 | +14.22% | 4 qtrssince 2019-Q1 | Increased 45 |
SCHWAB STRATEGIC TR | 2M | $112.6M | 0.7% | $20.92 | +4.77% | 4 qtrssince 2019-Q1 | Increased 43 |
PEPSICO INC | 802,807 | $109.7M | 0.7% | $97.67 | +13.09% | 4 qtrssince 2019-Q1 | Increased 44 |
VANGUARD INDEX FDS | 1.2M | $107.9M | 0.7% | $66.95 | +8.33% | 4 qtrssince 2019-Q1 | Decreased 0 |
EXXON MOBIL CORP | 1.5M | $105.2M | 0.7% | $58.44 | -10.61% | 4 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO. | 735,033 | $102.5M | 0.7% | $84.72 | +37.49% | 4 qtrssince 2019-Q1 | Increased 44 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $15.5B across 1367 positions as of Q4 2019. Top holdings: GOVT (3.3%), IVV (2.9%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 153 new positions, 96 exits, 674 increased. Top move: CSCO (INCREASED, conviction 58). Portfolio: $15.5B across 1367 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