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CIK: 0001463217
Total reported value
$18.2B
$18.2B
1069 檔
14.1%
According to the latest 13F quarterly dataset, United Capital Financial Advisors, LLC managed an equity portfolio of $18.2B at the end of Q1 2024, spanning 1069 distinct U.S. exchange-listed positions.
During Q1 2024, United Capital Financial Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 1069 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.44% | +0.17% | -7.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.18% | +0.90% | -20.56% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.34% | -0.15% | -1.81% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.69% | -0.13% | -4.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.46% | +0.04% | -3.15% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.16% | -4.98% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.03% | +0.13% | +25.48% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.82% | -0.03% | -4.70% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.60% | -0.06% | +0.21% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.58% | +0.06% | -6.88% | |
| 11 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.50% | -0.07% | +12.28% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.45% | -0.13% | -1.60% | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.12% | -5.37% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.16% | -0.04% | -1.11% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | +0.02% | +2.71% | |
| 16 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.99% | -0.06% | -1.62% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.99% | -0.17% | -16.45% | |
| 18 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.92% | -0.04% | -5.21% | |
| 19 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.92% | — | -1.83% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.06% | +1.74% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.02% | -4.63% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.84% | -0.06% | -3.77% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.81% | +0.08% | -10.76% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.03% | -4.45% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.79% | -0.27% | -6.39% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.07% | -3.94% | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 0.75% | -0.03% | -6.20% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | — | -7.72% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.08% | -8.57% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.74% | +0.06% | — | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.08% | +78.30% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.70% | -0.01% | -4.56% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.06% | -4.02% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | -0.02% | -3.48% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.63% | -0.06% | +44.94% | |
| 36 | ACN | Accenture plc | Stock-Tech | 0.61% | -0.12% | -9.48% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.57% | -0.15% | +331.70% | |
| 38 | QCOM | Qualcomm Inc | Stock-Tech | 0.56% | +0.06% | -2.43% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.01% | -2.51% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.54% | -0.01% | -2.41% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.54% | -0.04% | +0.94% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.53% | -0.01% | -0.12% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | +0.02% | -11.32% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.49% | -0.01% | +21.06% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.48% | +0.08% | -2.71% | |
| 46 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.48% | -0.02% | -2.39% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | +0.02% | -2.73% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | — | -8.21% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.04% | -2.87% | |
| 50 | SPGI | S&p Global Inc | Stock-Financials | 0.45% | -0.02% | +1.54% |
According to official SEC Form 13F filings, United Capital Financial Advisors, LLC reported a total U.S. public equity portfolio value of $18.2B across 1069 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, BSV) accounted for 14.1% of total reported equity market value during Q1 2024.
During Q1 2024, United Capital Financial Advisors, LLC's top holdings by market value included VOO (7.4%)、IVV (5.2%)、BSV (3.3%). The largest single position, VOO, represented 7.4% of total portfolio value.
In Q1 2024, United Capital Financial Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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