UNITED CAPITAL FINANCIAL ADVISORS, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,059 positions
VANGUARD INDEX FDS | 1.7M | $892.6M | 7.5% | $339.11 | +55.61% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 970,299 | $571.2M | 4.8% | $323.65 | +78.11% | 24 qtrssince 2019-Q1 | Decreased 0 |
| 5.2M | $399M | 3.4% | — | — | 24 qtrssince 2019-Q1 | Increased 57 | |
APPLE INC | 1.4M | $361.1M | 3.0% | $51.34 | +384.26% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.4M | $306.2M | 2.6% | $51.28 | +29.95% | 24 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 622,134 | $262.2M | 2.2% | $136.71 | +204.12% | 24 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 5.2M | $234M | 2.0% | $41.29 | +1.68% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $230.3M | 1.9% | $91.72 | +77.95% | 24 qtrssince 2019-Q1 | Increased 48 |
VANGUARD INDEX FDS | 522,062 | $214.3M | 1.8% | $25.65 | +164.62% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.5M | $205M | 1.7% | $23.27 | +475.71% | 24 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD BD INDEX FD INC | 2.7M | $199.3M | 1.7% | $63.87 | +8.75% | 11 qtrssince 2022-Q2 | Increased 49 |
ISHARES TR | 7.9M | $180.7M | 1.5% | $21.79 | -0.96% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 4.3M | $148.6M | 1.3% | $23.47 | +39.34% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.5M | $136.5M | 1.2% | $85.84 | -0.91% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.3M | $128.9M | 1.1% | $72.70 | +38.66% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.1M | $127.7M | 1.1% | $84.65 | +32.98% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL A | 667,333 | $126.3M | 1.1% | $72.89 | +158.19% | 24 qtrssince 2019-Q1 | Increased 48 |
ISHARES INC | 2.4M | $124.7M | 1.1% | $45.76 | +9.92% | 24 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 546,334 | $119.9M | 1.0% | $112.75 | +94.59% | 24 qtrssince 2019-Q1 | Increased 48 |
SPDR SER TR | 2.5M | $116.3M | 1.0% | $44.31 | +2.10% | 24 qtrssince 2019-Q1 | Decreased 0 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC manages $11.8B across 1059 positions as of Q4 2024. Top holdings: VOO (7.5%), IVV (4.8%), VANGUARD BD INDEX FDS (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 66 new positions, 67 exits, 380 increased. Top move: MSFT (INCREASED, conviction 55). Portfolio: $11.8B across 1059 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
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