UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings1,199 positions
VANGUARD INDEX FDS | 2.6M | $1.2B | 5.3% | $333.84 | +22.36% | 12 qtrssince 2019-Q1 | Increased 71 |
ISHARES TR | 9.7M | $1.1B | 5.1% | $96.41 | +0.71% | 12 qtrssince 2019-Q1 | Increased 70 |
ISHARES TR | 1.5M | $732.9M | 3.4% | $258.60 | +72.61% | 12 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 3.9M | $699.4M | 3.2% | $45.26 | +283.27% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 25.8M | $687.6M | 3.2% | $21.82 | +6.50% | 12 qtrssince 2019-Q1 | Increased 59 |
ISHARES TR | 8.8M | $657.7M | 3.0% | $50.70 | +27.33% | 12 qtrssince 2019-Q1 | Increased 61 |
VANGUARD INDEX FDS | 3.7M | $549.9M | 2.5% | $90.02 | +46.10% | 12 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.6M | $516.5M | 2.4% | $25.13 | +107.41% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.2M | $388.8M | 1.8% | $118.02 | +174.00% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 6.5M | $387.6M | 1.8% | $43.05 | +13.21% | 12 qtrssince 2019-Q1 | Increased 51 |
BROADSTONE NET LEASE INC | 14.6M | $362.6M | 1.7% | $12.94 | +40.02% | 4 qtrssince 2021-Q1 | Decreased 0 |
DBX ETF TR | 7.4M | $288.9M | 1.3% | $22.34 | +35.30% | 12 qtrssince 2019-Q1 | Decreased 0 |
ISHARES INC | 4.7M | $280.9M | 1.3% | $44.90 | +17.88% | 12 qtrssince 2019-Q1 | Increased 53 |
ISHARES TR | 2.5M | $269.2M | 1.2% | $86.24 | +5.02% | 12 qtrssince 2019-Q1 | Increased 49 |
ISHARES TR | 7.2M | $253.5M | 1.2% | $21.32 | +17.85% | 12 qtrssince 2019-Q1 | Increased 54 |
NIKE INC | 1.4M | $232.7M | 1.1% | $76.20 | +99.93% | 12 qtrssince 2019-Q1 | Decreased 0 |
HOME DEPOT INC | 473,546 | $196.5M | 0.9% | $214.79 | +70.92% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 66,460 | $192.5M | 0.9% | $59.48 | +141.24% | 12 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.6M | $187.3M | 0.9% | $63.99 | +51.95% | 12 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 1.7M | $186.9M | 0.9% | $76.77 | +4.18% | 11 qtrssince 2019-Q2 | Increased 49 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $21.7B across 1199 positions as of Q4 2021. Top holdings: VOO (5.3%), AGG (5.1%), IVV (3.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 80 new positions, 76 exits, 496 increased. Top move: VOO (INCREASED, conviction 71). Portfolio: $21.7B across 1199 positions.
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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