13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001463217
Total reported value
$18.2B
$18.2B
1052 檔
13.9%
The Q4 2024 SEC filing reveals that United Capital Financial Advisors, LLC held a total portfolio value of $18.2B, covering 1052 public equity positions.
In Q4 2024, United Capital Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 120 positions and completely liquidating 10 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 | 7.54% | +0.17% | -3.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.82% | +0.90% | -3.86% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.37% | -0.15% | +0.09% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.06% | +0.04% | -42.59% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.59% | -0.13% | +0.87% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.22% | -0.16% | -60.59% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.98% | +0.13% | -11.45% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.94% | -0.03% | +0.09% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.81% | +0.06% | -1.68% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.73% | +0.12% | -0.85% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.68% | -0.06% | +2.45% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.53% | -0.13% | -2.91% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.25% | -0.07% | -1.17% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.15% | -0.04% | -0.46% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.09% | +0.08% | -5.59% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.02% | -1.08% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.08% | +1.62% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.05% | -0.17% | -0.18% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.03% | +1.25% | |
| 20 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.98% | -0.06% | -2.79% | |
| 21 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.95% | — | -0.63% | |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.93% | -0.04% | -0.72% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.89% | -0.06% | -0.68% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.06% | -84.22% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | +0.07% | -2.46% | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.84% | -0.27% | -2.23% | |
| 27 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.79% | +0.06% | -6.29% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | +0.02% | -10.60% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | — | -1.15% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.74% | -0.06% | -0.42% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.71% | -0.08% | -7.40% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.71% | -0.01% | -2.40% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.02% | -1.50% | |
| 34 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.65% | +0.02% | +13.29% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.65% | -0.32% | +3.88% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.03% | -11.30% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.04% | -4.51% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.15% | -0.64% | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.12% | -3.65% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-Other | 0.54% | -0.01% | -4.30% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.53% | +0.02% | +291.64% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | -99.01% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.48% | -0.01% | -3.06% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.10% | -7.40% | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.01% | -1.76% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.47% | +0.08% | -6.88% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.46% | -0.05% | +29.36% | |
| 48 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.45% | -0.02% | -1.98% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.44% | +0.06% | -3.76% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | -0.06% | -1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +2642.46% | Add |
| 2 | AAPL | Apple Inc | +0.2% | -42.59% | Trim |
| 3 | NVDA | Nvidia CORP | +0.2% | -0.85% | Trim |
| 4 | AMZN | Amazon.com Inc | +0.2% | +1.25% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.62% | Add |
| 6 | DIS | Walt Disney Co/the | +0.2% | +29.36% | Add |
| 7 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 8 | VUG | Vanguard Growth ETF | +0.1% | -1.68% | Trim |
| 9 | TSLA | Tesla Inc | +0.1% | +1.03% | Add |
| 10 | AVGO | Broadcom Inc | +0.1% | -7.40% | Trim |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | -2.46% | Trim |
| 12 | MSFT | Microsoft CORP | +0.1% | -60.59% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -1.15% | Trim |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | -3.38% | Trim |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +167.24% | Add |
| 16 | GVI | Ishares Intermediate Governm | +0.1% | +158.12% | Add |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -99.01% | Trim |
| 18 | IAU | Ishares Gold Trust | +0.1% | +1440.00% | Add |
| 19 | CRAI | Cra International Inc | +0.1% | NEW | New buy |
| 20 | BSJQ | Invesco Bulletshares 2026 Hy | +0.1% | NEW | New buy |
| 21 | CRM | Salesforce Inc | +0.1% | +3.14% | Add |
| 22 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.1% | NEW | New buy |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -0.88% | Trim |
| 24 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 25 | HYDB | Ishares High Yield Systemati | 0% | +204.73% | Add |
| 26 | MORN | Morningstar Inc | 0% | NEW | New buy |
| 27 | UL | Unilever PLC | 0% | +28.16% | Add |
| 28 | KKR | Kkr & Co Inc | 0% | -3.33% | Trim |
| 29 | SCHG | Schwab US Large-cap Growth | 0% | +291.64% | Add |
| 30 | V | Visa Inc-class A Shares | 0% | -10.60% | Trim |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | -3.86% | Trim |
| 32 | BSV | Vanguard Short-term Bond ETF | 0% | +0.09% | Add |
| 33 | NSSC | Napco Security Technologies | 0% | NEW | New buy |
| 34 | KRE | Ss Spdr S&p Regional Bank | 0% | NEW | New buy |
| 35 | KNSL | Kinsale Capital Group Inc | 0% | +31.39% | Add |
| 36 | CASY | Casey's General Stores Inc | 0% | +1629.23% | Add |
| 37 | BKNG | Booking Holdings Inc | 0% | +0.35% | Add |
| 38 | WSO | Watsco Inc | 0% | +1608.97% | Add |
| 39 | ANET | Arista Networks Inc | 0% | NEW | New buy |
| 40 | BSJP | Invesco Bulletshares 2025 Hy | 0% | +36.52% | Add |
| 41 | NFLX | Netflix Inc | 0% | -6.86% | Trim |
| 42 | ADI | Analog Devices Inc | 0% | +38.29% | Add |
| 43 | AXP | American Express Co | 0% | -1.09% | Trim |
| 44 | RTX | Rtx CORP | 0% | +10.04% | Add |
| 45 | META | Meta Platforms Inc-class A | 0% | -0.42% | Trim |
| 46 | BA | Boeing Co/the | 0% | +43.15% | Add |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +333.40% | Add |
| 48 | WFC | Wells Fargo & Co | 0% | -2.74% | Trim |
| 49 | CACI | Caci International Inc -cl A | 0% | NEW | New buy |
| 50 | IBTG | Ishares Ibonds Dec 2026 Term | 0% | +269.35% | Add |
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 Q4 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 13.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $17.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $22.0M
During Q4 2024, United Capital Financial Advisors, LLC's top holdings by market value included VOO (7.5%)、IVV (4.8%)、BSV (3.4%). The largest single position, VOO, represented 7.5% of total portfolio value.
In Q4 2024, United Capital Financial Advisors, LLC made 200 total portfolio adjustments, initiating 14 new buys, adding to 56 positions, trimming 120 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.