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CIK: 0001463217
Total reported value
$18.2B
$18.2B
1055 檔
13.6%
As reported in its official Q1 2025 Form 13F filing, United Capital Financial Advisors, LLC's tracked investment portfolio stood at $18.2B with 1055 total positions.
In Q1 2025, United Capital Financial Advisors, LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1055 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.24% | +0.17% | -0.67% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.74% | +0.90% | +1.50% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.29% | -0.15% | -4.77% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.07% | -0.13% | +8.95% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.04% | +1.89% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.10% | -0.16% | +4.52% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.06% | -0.03% | +2.45% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.96% | +0.13% | -3.97% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.90% | -0.06% | +8.98% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.68% | +0.06% | +1.58% | |
| 11 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.60% | -0.13% | +3.34% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.12% | +3.82% | |
| 13 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.40% | -0.07% | +5.28% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.29% | -0.17% | +17.07% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.08% | -0.06% | +1.76% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | +0.02% | +7.03% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.06% | -0.04% | -11.39% | |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.99% | -0.06% | -0.97% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.98% | +0.08% | -3.26% | |
| 20 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.96% | -0.04% | -2.27% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.08% | +6.22% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | -0.27% | +13.82% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.92% | -0.06% | +0.56% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | +0.03% | +1.57% | |
| 25 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.89% | — | -6.96% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.02% | -6.40% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.81% | -0.15% | +38.24% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | — | -1.94% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.06% | +2.41% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.75% | +0.06% | -1.27% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.08% | -4.86% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.07% | -0.59% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.67% | -0.02% | -3.48% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.64% | -0.01% | -4.43% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.64% | -0.04% | +3.80% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.57% | -0.32% | -23.24% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | -0.01% | +14.32% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-Other | 0.56% | -0.01% | +3.83% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.03% | -15.49% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.06% | +12.67% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.47% | +0.02% | -1.61% | |
| 42 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.47% | -0.01% | -10.05% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.47% | -0.05% | +12.89% | |
| 44 | ACN | Accenture plc | Stock-Tech | 0.47% | -0.12% | -9.37% | |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.47% | -0.02% | -0.58% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.45% | — | +0.14% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.43% | +0.01% | -0.76% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.43% | -0.07% | +2.66% | |
| 49 | QCOM | Qualcomm Inc | Stock-Tech | 0.42% | +0.06% | -5.36% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.41% | +0.08% | -1.47% |
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 1055 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, IVV, BSV) accounted for 13.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $845.7M
During Q1 2025, United Capital Financial Advisors, LLC's top holdings by market value included VOO (7.2%)、IVV (4.7%)、BSV (3.3%). The largest single position, VOO, represented 7.2% of total portfolio value.
In Q1 2025, United Capital Financial Advisors, LLC made 200 total portfolio adjustments, initiating 200 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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