UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings1,060 positions
VANGUARD INDEX FDS | 2M | $882.9M | 7.3% | $339.11 | +24.51% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.5M | $719.6M | 6.0% | $323.65 | +42.56% | 20 qtrssince 2019-Q1 | Increased 84 |
| 5.4M | $414.6M | 3.4% | — | — | 20 qtrssince 2019-Q1 | Decreased 0 | |
APPLE INC | 1.8M | $346.7M | 2.9% | $51.34 | +270.50% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 4.6M | $323.8M | 2.7% | $51.15 | +28.24% | 20 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 707,301 | $266M | 2.2% | $123.94 | +197.05% | 20 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $212.8M | 1.8% | $90.02 | +56.37% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.3M | $198.4M | 1.6% | $41.12 | 0.00% | 20 qtrssince 2019-Q1 | Increased 78 |
VANGUARD INTERMEDIATE-TERM BOND ETF | 2.6M | $196.5M | 1.6% | $63.60 | +7.52% | 7 qtrssince 2022-Q2 | Decreased 0 |
VANGUARD INDEX FDS | 599,907 | $186.5M | 1.5% | $25.65 | +99.42% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 7.9M | $181.6M | 1.5% | $21.80 | -3.81% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.7M | $146.7M | 1.2% | $22.45 | +28.15% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.5M | $145.5M | 1.2% | $85.84 | -2.20% | 20 qtrssince 2019-Q1 | Increased 57 |
ISHARES INC | 2.8M | $141.5M | 1.2% | $45.07 | +5.63% | 20 qtrssince 2019-Q1 | Decreased 0 |
SPDR SER TR | 2.6M | $123.6M | 1.0% | $44.31 | +0.88% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $118.1M | 1.0% | $83.80 | +23.67% | 20 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 1.2M | $112.9M | 0.9% | $74.88 | +5.44% | 19 qtrssince 2019-Q2 | Decreased 0 |
DBX ETF TR | 2.9M | $106.6M | 0.9% | $22.34 | +54.22% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2M | $106.4M | 0.9% | $43.05 | +6.34% | 20 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 401,939 | $104.6M | 0.9% | $178.58 | +42.80% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $12.1B across 1060 positions as of Q4 2023. Top holdings: VOO (7.3%), IVV (6.0%), VANGUARD SHORT-TERM BOND ETF (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 308 new positions, 82 exits, 248 increased. Top move: IVV (INCREASED, conviction 84). Portfolio: $12.1B across 1060 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