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CIK: 0001463217
Total reported value
$18.2B
$18.2B
1082 檔
13.8%
During the Q2 2025 filing period, United Capital Financial Advisors, LLC (CIK: 0001463217) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $18.2B across 1082 reported positions.
In Q2 2025, United Capital Financial Advisors, LLC adopted a defensive or profit-taking posture, trimming 119 positions and completely liquidating 1 holdings to manage risk exposure.
Showing top 200 holdings (of 1082 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.22% | +0.17% | -4.26% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.29% | +0.90% | -13.06% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.28% | -0.13% | +2.63% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.79% | -0.15% | -10.68% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.65% | -0.16% | +1.41% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.44% | +0.04% | +0.12% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.02% | +0.12% | +0.04% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 1.98% | -0.03% | -0.39% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.92% | -0.06% | +5.96% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.88% | +0.06% | +0.19% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.63% | -0.17% | +20.55% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.63% | +0.13% | -12.31% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.45% | -0.13% | -3.61% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 1.20% | -0.07% | -12.58% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | +0.08% | -1.30% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.99% | +0.02% | -5.60% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.03% | -0.08% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.98% | +0.08% | -10.57% | |
| 19 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | -0.04% | -3.19% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.92% | -0.27% | -1.21% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.92% | -0.06% | +0.07% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.88% | -0.06% | -5.31% | |
| 23 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.87% | -0.04% | -4.69% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | — | -1.63% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.85% | -0.06% | -4.16% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.83% | -0.32% | +44.63% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.82% | -0.15% | +5.22% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.80% | -0.06% | -15.09% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.02% | -1.82% | |
| 30 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.77% | +0.06% | -2.69% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.07% | +0.35% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.74% | — | -14.27% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.08% | -1.65% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.59% | -0.01% | -7.43% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | -1.77% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.04% | -5.82% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.57% | -0.02% | -8.54% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.54% | -0.05% | -3.69% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.01% | -8.91% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.10% | -0.98% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.48% | +0.02% | -7.87% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-Other | 0.47% | -0.01% | -9.90% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.46% | -0.06% | -1.72% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.03% | -2.32% | |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.44% | -0.02% | -12.23% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.44% | +0.08% | -8.52% | |
| 47 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.44% | — | -6.72% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.42% | +0.12% | -2.13% | |
| 49 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.42% | -0.11% | +37.83% | |
| 50 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.41% | -0.01% | -0.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | +1.41% | Add |
| 2 | NVDA | Nvidia CORP | +0.6% | +0.04% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.3% | +20.55% | Add |
| 4 | THRO | Ishares U.s. Thematic Rotati | +0.3% | NEW | New buy |
| 5 | IAGG | Ishares Intl Aggregate Bond | +0.3% | +440.11% | Add |
| 6 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +44.63% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +2.63% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +0.19% | Add |
| 9 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +111.13% | Add |
| 10 | AVGO | Broadcom Inc | +0.2% | -0.98% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +0.07% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | -8.91% | Trim |
| 13 | OEF | Ishares S&p 100 ETF | +0.1% | +41.56% | Add |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | +190.82% | Add |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | NEW | New buy |
| 16 | TLH | Ishares 10-20 Year Treasury | +0.1% | +37.83% | Add |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +93.53% | Add |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +5093.25% | Add |
| 19 | AMZN | Amazon.com Inc | +0.1% | -0.08% | Trim |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | -1.63% | Trim |
| 21 | DIS | Walt Disney Co/the | +0.1% | -3.69% | Trim |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +30.50% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | -3.15% | Trim |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.30% | Trim |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +0.35% | Add |
| 26 | INTU | Intuit Inc | +0.1% | -1.11% | Trim |
| 27 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +89.25% | Add |
| 28 | SCMB | Schwab Municipal Bond ETF | +0.1% | +164.93% | Add |
| 29 | ZTS | Zoetis Inc | +0.1% | +249.92% | Add |
| 30 | APH | Amphenol Corp-cl A | +0.1% | -5.52% | Trim |
| 31 | ASML | ASML Holding N.V. | 0% | -1.06% | Trim |
| 32 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | +72.95% | Add |
| 33 | TSLA | Tesla Inc | 0% | +4.10% | Add |
| 34 | UBER | Uber Technologies Inc | 0% | +10.98% | Add |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +64.83% | Add |
| 36 | IEF | Ishares 7-10 Year Treasury B | 0% | +124.17% | Add |
| 37 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +72.00% | Add |
| 38 | COF | Capital One Financial CORP | 0% | +122.58% | Add |
| 39 | IBTJ | Ishares Ibonds Dec 2029 Term | 0% | +71.91% | Add |
| 40 | CIG | Cia Energetica De-spon Adr | 0% | NEW | New buy |
| 41 | IYW | Ishares Ustechnology ETF | 0% | -8.52% | Trim |
| 42 | ISRG | Intuitive Surgical Inc | 0% | +3.68% | Add |
| 43 | BKNG | Booking Holdings Inc | 0% | -0.73% | Trim |
| 44 | AXP | American Express Co | 0% | -0.32% | Trim |
| 45 | IBTH | Ishares Ibonds Dec 2027 Term | 0% | +69.67% | Add |
| 46 | HELO | Jpmorgan Hedged Equity ETF | 0% | +54.84% | Add |
| 47 | NOW | Servicenow Inc | 0% | +5.77% | Add |
| 48 | ETN | Eaton Corporation plc | 0% | +6.10% | Add |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | +17.57% | Add |
| 50 | BIV | Vanguard Intermediate-term B | 0% | +5.96% | 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 1082 disclosed positions in Q2 2025.
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, IEFA) accounted for 13.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
THRO
市值: $42.6M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $2.6M
During Q2 2025, United Capital Financial Advisors, LLC's top holdings by market value included VOO (7.2%)、IVV (4.3%)、IEFA (3.3%). The largest single position, VOO, represented 7.2% of total portfolio value.
In Q2 2025, United Capital Financial Advisors, LLC made 200 total portfolio adjustments, initiating 7 new buys, adding to 73 positions, trimming 119 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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