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CIK: 0001463217
Total reported value
$18.2B
$18.2B
1052 檔
14.2%
As reported in its official Q3 2024 Form 13F filing, United Capital Financial Advisors, LLC's tracked investment portfolio stood at $18.2B with 1052 total positions.
In Q3 2024, United Capital Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 117 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 1052 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.45% | +0.17% | -3.76% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.79% | +0.90% | -8.12% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.34% | -0.15% | -1.33% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.04% | +65.65% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.78% | -0.13% | -0.22% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.27% | +0.13% | +11.21% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | -0.16% | +159.22% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.95% | -0.03% | +2.17% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.68% | -0.06% | -1.78% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.68% | +0.06% | -0.17% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.56% | -0.13% | +4.14% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.54% | +0.12% | +5.46% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.26% | -0.07% | -9.31% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.18% | -0.04% | -0.84% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | -0.17% | -9.88% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.02% | +0.93% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.06% | +0.08% | -9.11% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 1.00% | -0.06% | +0.17% | |
| 19 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.95% | — | +0.69% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.92% | -0.04% | +1.33% | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.91% | -0.06% | +3.86% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.08% | +10.21% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.06% | +533.01% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.84% | -0.27% | -0.63% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.83% | +0.03% | +2.24% | |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.79% | +0.06% | -1.62% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.07% | -0.01% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | +0.02% | -1.76% | |
| 29 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.02% | +0.29% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.08% | -6.45% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | -0.01% | +0.56% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.06% | -0.25% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.03% | -2.51% | |
| 34 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.67% | -0.32% | +148.02% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | — | -1.43% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | -0.04% | +4.30% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.63% | +0.02% | -9.34% | |
| 38 | ACN | Accenture plc | Stock-Tech | 0.58% | -0.12% | -0.95% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.15% | -0.78% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | -0.01% | +1.13% | |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.53% | -0.02% | +1.48% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.52% | -0.06% | -2.18% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.52% | -0.01% | -0.65% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.51% | -0.01% | -1.10% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.49% | +0.06% | -0.98% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.49% | +0.02% | -4.51% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.01% | -3.80% | |
| 48 | SPGI | S&p Global Inc | Stock-Financials | 0.48% | -0.02% | -2.07% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.08% | -8.85% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.46% | — | -2.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFV | Ishares Msci Eafe Value ETF | +0.4% | +148.02% | Add |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +11.21% | Add |
| 3 | VTV | Vanguard Value ETF | +0.1% | +2.17% | Add |
| 4 | ODFL | Old Dominion Freight Line | +0.1% | +1732.10% | Add |
| 5 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +43.91% | Add |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +39.33% | Add |
| 7 | KNSL | Kinsale Capital Group Inc | +0.1% | NEW | New buy |
| 8 | SBUX | Starbucks CORP | +0.1% | -0.65% | Trim |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +57.05% | Add |
| 10 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | New buy |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -0.22% | Trim |
| 12 | AAPL | Apple Inc | +0.1% | +65.65% | Add |
| 13 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.29% | Add |
| 14 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.93% | Add |
| 15 | HD | Home Depot Inc | +0.1% | -2.51% | Trim |
| 16 | LOW | Lowe's Cos Inc | +0.1% | +0.27% | Add |
| 17 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +4.14% | Add |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -0.25% | Trim |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +533.01% | Add |
| 20 | VNQI | Vanguard Glbl Ex-us Real Est | +0.1% | +1.48% | Add |
| 21 | ACN | Accenture plc | +0.1% | -0.95% | Trim |
| 22 | ORCL | Oracle CORP | +0.1% | -3.80% | Trim |
| 23 | WMT | Walmart Inc | +0.1% | -2.49% | Trim |
| 24 | RTX | Rtx CORP | +0.1% | +1.60% | Add |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +3.86% | Add |
| 26 | VBR | Vanguard Small-cap Value ETF | 0% | +0.56% | Add |
| 27 | SPGI | S&p Global Inc | 0% | -2.07% | Trim |
| 28 | TSLA | Tesla Inc | 0% | +6.42% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | +2.32% | Add |
| 30 | IRM | Iron Mountain Inc | 0% | -2.74% | Trim |
| 31 | KKR | Kkr & Co Inc | 0% | -2.93% | Trim |
| 32 | ABBV | Abbvie Inc | 0% | -0.29% | Trim |
| 33 | AMT | American Tower CORP | 0% | -0.70% | Trim |
| 34 | AMTM | Amentum Holdings Inc | 0% | NEW | New buy |
| 35 | PH | Parker Hannifin CORP | 0% | -0.68% | Trim |
| 36 | AGG | Ishares Core U.s. Aggregate | 0% | +4.30% | Add |
| 37 | CSCO | Cisco Systems Inc | 0% | +0.54% | Add |
| 38 | CHRW | C.h. Robinson Worldwide Inc | 0% | -4.40% | Trim |
| 39 | VBK | Vanguard Small-cap Grwth ETF | 0% | +2.54% | Add |
| 40 | MDT | Medtronic plc | 0% | -2.00% | Trim |
| 41 | SCHV | Schwab US Large-cap Value | 0% | -0.74% | Trim |
| 42 | AXP | American Express Co | 0% | -1.69% | Trim |
| 43 | UL | Unilever PLC | 0% | -4.11% | Trim |
| 44 | TMUS | T-mobile US Inc | 0% | -0.72% | Trim |
| 45 | MA | Mastercard Inc - A | 0% | -2.02% | Trim |
| 46 | GILD | Gilead Sciences Inc | 0% | -3.07% | Trim |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +6.76% | Add |
| 48 | SDY | Ss Spdr S&p Dividend ETF | 0% | -1.35% | Trim |
| 49 | BLKCHF | Blackrock Inc | 0% | -4.66% | Trim |
| 50 | CAT | Caterpillar Inc | 0% | -1.74% | Trim |
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 1052 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, BSV) accounted for 14.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
KNSL
市值: $11.8M
Top Position Liquidated / Trimmed
FERG
前期市值: $10.7M
During Q3 2024, United Capital Financial Advisors, LLC's top holdings by market value included VOO (7.5%)、IVV (4.8%)、BSV (3.3%). The largest single position, VOO, represented 7.5% of total portfolio value.
In Q3 2024, United Capital Financial Advisors, LLC made 200 total portfolio adjustments, initiating 3 new buys, adding to 79 positions, trimming 117 holdings, and fully liquidating 1 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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