United Capital Financial Advisers, LLC Top Holdings and 13F Report (2025)

About United Capital Financial Advisers, LLC

Investment Activity

United Capital Financial Advisers, LLC has $11.69 billion in total holdings as of March 31, 2025.
United Capital Financial Advisers, LLC owns shares of 1,055 different stocks, but just 120 companies or ETFs make up 80% of its holdings.
Approximately 4.81% of the portfolio was purchased this quarter.
About 4.04% of the portfolio was sold this quarter.
This quarter, United Capital Financial Advisers, LLC has purchased 1,052 new stocks and bought additional shares in 503 stocks.
United Capital Financial Advisers, LLC sold shares of 460 stocks and completely divested from 58 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $845,682,417
iShares Core S&P 500 ETF: $553,392,299
Vanguard Short-Term Bond ETF: $384,958,977
iShares Core MSCI EAFE ETF: $359,129,098
Apple: $327,686,665

Largest New Holdings this Quarter

78468R788 - SPDR Portfolio S&P 500 High Dividend ETF: $2,702,108 Holding
922040845 - VANGUARD 0-3 MONTH TREASURY BILL ETF: $2,124,692 Holding
909907107 - United Bankshares: $2,090,774 Holding
46436E460 - iShares iBonds Dec 2031 Term Treasury ETF: $1,333,906 Holding
320209109 - First Financial Bancorp.: $1,331,909 Holding

Largest Purchases this Quarter

iShares 10-20 Year Treasury Bond ETF: 369,854 shares (about $38.37M)
iShares Core MSCI EAFE ETF: 390,071 shares (about $29.51M)
iShares S&P 500 Value ETF: 136,657 shares (about $26.04M)
iShares S&P 100 ETF: 89,764 shares (about $24.31M)
iShares Core MSCI Emerging Markets ETF: 407,538 shares (about $21.99M)

Largest Sales this Quarter

iShares MSCI EAFE Growth ETF: 384,061 shares (about $38.41M)
iShares 20+ Year Treasury Bond ETF: 286,495 shares (about $26.08M)
iShares MSCI EAFE Value ETF: 340,626 shares (about $20.08M)
Vanguard Short-Term Bond ETF: 246,373 shares (about $19.29M)
iShares MBS ETF: 169,576 shares (about $15.90M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$845,682,417	$5,680,246 ▼	-0.7%	1,645,585	7.2%	ETF
IVV iShares Core S&P 500 ETF	$553,392,299	$8,181,264 ▲	1.5%	984,859	4.7%	ETF
BSV Vanguard Short-Term Bond ETF	$384,958,977	$19,286,079 ▼	-4.8%	4,917,718	3.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$359,129,098	$29,508,872 ▲	9.0%	4,747,245	3.1%	ETF
AAPL Apple	$327,686,665	$6,086,807 ▲	1.9%	1,475,202	2.8%	Computer and Technology
MSFT Microsoft	$244,993,872	$10,587,504 ▲	4.5%	652,638	2.1%	Computer and Technology
VTV Vanguard Value ETF	$240,724,967	$5,746,370 ▲	2.4%	1,393,568	2.1%	ETF
IUSB iShares Core Total USD Bond Market ETF	$229,130,012	$9,475,017 ▼	-4.0%	4,972,439	2.0%	Manufacturing
BIV Vanguard Intermediate-Term Bond ETF	$222,509,759	$18,336,449 ▲	9.0%	2,905,965	1.9%	ETF
VUG Vanguard Growth ETF	$196,654,555	$3,063,347 ▲	1.6%	530,323	1.7%	ETF
GOVT iShares U.S. Treasury Bond ETF	$186,807,029	$6,039,519 ▲	3.3%	8,125,578	1.6%	ETF
NVDA NVIDIA	$171,798,443	$6,314,977 ▲	3.8%	1,585,149	1.5%	Computer and Technology
HEFA iShares Currency Hedged MSCI EAFE ETF	$163,429,788	$8,195,951 ▲	5.3%	4,503,439	1.4%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$150,833,134	$21,994,825 ▲	17.1%	2,794,759	1.3%	ETF
BRK.B Berkshire Hathaway	$125,681,370	$2,172,925 ▲	1.8%	235,986	1.1%	Finance
IJR iShares Core S&P Small-Cap ETF	$124,059,199	$8,150,811 ▲	7.0%	1,186,375	1.1%	ETF
MBB iShares MBS ETF	$123,690,378	$15,902,837 ▼	-11.4%	1,318,942	1.1%	ETF
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF	$115,728,254	$1,132,832 ▼	-1.0%	2,431,266	1.0%	Finance
IVW iShares S&P 500 Growth ETF	$114,011,421	$3,842,513 ▼	-3.3%	1,228,174	1.0%	ETF
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$112,106,248	$2,607,136 ▼	-2.3%	2,589,059	1.0%	ETF
GOOGL Alphabet	$109,615,584	$6,419,258 ▲	6.2%	708,844	0.9%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$108,451,490	$13,166,572 ▲	13.8%	634,627	0.9%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$107,879,669	$599,726 ▲	0.6%	2,054,068	0.9%	Manufacturing
AMZN Amazon.com	$105,572,577	$1,627,103 ▲	1.6%	554,886	0.9%	Retail/Wholesale
JNK SPDR Bloomberg High Yield Bond ETF	$104,326,766	$7,809,648 ▼	-7.0%	1,094,719	0.9%	Finance
V Visa	$95,631,187	$6,534,335 ▼	-6.4%	272,873	0.8%	Business Services
IVE iShares S&P 500 Value ETF	$94,157,008	$26,044,093 ▲	38.2%	494,055	0.8%	ETF
JPM JPMorgan Chase & Co.	$90,853,799	$1,799,032 ▼	-1.9%	370,378	0.8%	Finance
META Meta Platforms	$88,830,609	$2,090,464 ▲	2.4%	154,123	0.8%	Computer and Technology
DYNF iShares U.S. Equity Factor Rotation Active ETF	$87,447,070	$1,129,038 ▼	-1.3%	1,793,418	0.7%	ETF
COST Costco Wholesale	$82,198,038	$4,194,550 ▼	-4.9%	86,910	0.7%	Retail/Wholesale
GOOG Alphabet	$81,728,961	$485,407 ▼	-0.6%	523,132	0.7%	Computer and Technology
VNQ Vanguard Real Estate ETF	$78,174,001	$2,820,323 ▼	-3.5%	863,419	0.7%	ETF
VBR Vanguard Small-Cap Value ETF	$75,034,017	$3,482,130 ▼	-4.4%	402,781	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$74,636,317	$2,730,587 ▲	3.8%	754,512	0.6%	Finance
EFV iShares MSCI EAFE Value ETF	$66,312,916	$20,076,494 ▼	-23.2%	1,125,092	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$65,964,014	$8,262,214 ▲	14.3%	117,921	0.6%	Finance
MUB iShares National Muni Bond ETF	$65,412,983	$2,414,998 ▲	3.8%	620,381	0.6%	ETF
HD Home Depot	$58,561,164	$10,730,111 ▼	-15.5%	159,789	0.5%	Retail/Wholesale
JPST JPMorgan Ultra-Short Income ETF	$58,498,689	$6,579,771 ▲	12.7%	1,155,416	0.5%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$54,998,820	$898,535 ▼	-1.6%	2,196,439	0.5%	ETF
SBUX Starbucks	$54,919,406	$6,138,962 ▼	-10.1%	559,888	0.5%	Retail/Wholesale
DIS Walt Disney	$54,847,321	$6,261,630 ▲	12.9%	555,697	0.5%	Consumer Discretionary
ACN Accenture	$54,731,886	$5,659,165 ▼	-9.4%	175,400	0.5%	Computer and Technology
VNQI Vanguard Global ex-U.S. Real Estate ETF	$54,570,969	$318,946 ▼	-0.6%	1,348,763	0.5%	ETF
SCHF Schwab International Equity ETF	$52,105,456	$72,177 ▲	0.1%	2,634,250	0.4%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$50,093,955	$384,586 ▼	-0.8%	1,884,648	0.4%	ETF
JNJ Johnson & Johnson	$49,688,508	$1,289,572 ▲	2.7%	299,617	0.4%	Medical
QCOM QUALCOMM	$48,902,343	$2,769,280 ▼	-5.4%	318,354	0.4%	Computer and Technology
IYW iShares U.S. Technology ETF	$48,373,256	$719,474 ▼	-1.5%	344,441	0.4%	Manufacturing
SPGI S&P Global	$48,272,643	$3,972,842 ▼	-7.6%	95,006	0.4%	Finance
CSCO Cisco Systems	$47,639,804	$423,701 ▼	-0.9%	771,995	0.4%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$45,266,661	$1,332,263 ▼	-2.9%	2,050,121	0.4%	ETF
MA Mastercard	$45,157,952	$3,019,044 ▲	7.2%	82,387	0.4%	Business Services
ORCL Oracle	$44,532,785	$2,551,390 ▼	-5.4%	318,524	0.4%	Computer and Technology
BINC iShares Flexible Income Active ETF	$42,667,945	$605,984 ▼	-1.4%	814,585	0.4%	ETF
LLY Eli Lilly and Company	$42,475,250	$5,123,162 ▲	13.7%	51,428	0.4%	Medical
MDT Medtronic	$42,304,373	$570,162 ▲	1.4%	470,781	0.4%	Medical
PEP PepsiCo	$41,988,457	$6,538,435 ▼	-13.5%	280,035	0.4%	Consumer Staples
EFG iShares MSCI EAFE Growth ETF	$41,547,570	$38,406,072 ▼	-48.0%	415,476	0.4%	ETF
ABBV AbbVie	$41,513,522	$93,446 ▼	-0.2%	198,136	0.4%	Medical
CVX Chevron	$41,468,916	$272,850 ▼	-0.7%	247,886	0.4%	Oils/Energy
NVO Novo Nordisk A/S	$40,017,438	$15,004,803 ▲	60.0%	576,288	0.3%	Medical
PG Procter & Gamble	$39,529,003	$8,205,229 ▼	-17.2%	231,950	0.3%	Consumer Staples
VBK Vanguard Small-Cap Growth ETF	$39,422,893	$785,270 ▼	-2.0%	156,583	0.3%	ETF
ISRG Intuitive Surgical	$39,048,994	$421,474 ▼	-1.1%	78,844	0.3%	Medical
TLH iShares 10-20 Year Treasury Bond ETF	$38,621,627	$38,372,316 ▲	15,391.3%	372,257	0.3%	ETF
UL Unilever	$38,196,974	$2,506,638 ▲	7.0%	641,427	0.3%	Consumer Staples
WMT Walmart	$37,832,118	$6,772,732 ▼	-15.2%	430,939	0.3%	Retail/Wholesale
RTX RTX	$37,746,357	$9,174,981 ▼	-19.6%	284,964	0.3%	Aerospace
ADBE Adobe	$36,963,215	$5,910,985 ▼	-13.8%	96,376	0.3%	Computer and Technology
UNH UnitedHealth Group	$36,502,701	$2,121,708 ▼	-5.5%	69,695	0.3%	Medical
LOW Lowe's Companies	$36,343,882	$54,342 ▲	0.1%	155,829	0.3%	Retail/Wholesale
AVGO Broadcom	$36,303,348	$4,454,810 ▼	-10.9%	216,827	0.3%	Computer and Technology
ASML ASML	$35,904,714	$15,925,697 ▲	79.7%	54,185	0.3%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$35,215,909	$1,318,961 ▼	-3.6%	128,132	0.3%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$32,972,675	$4,266,700 ▲	14.9%	327,532	0.3%	ETF
XOM Exxon Mobil	$32,721,133	$1,941,535 ▲	6.3%	275,129	0.3%	Oils/Energy
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$32,475,424	$597,512 ▼	-1.8%	1,287,685	0.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$32,362,526	$5,329,905 ▼	-14.1%	587,448	0.3%	Manufacturing
TMUS T-Mobile US	$31,274,295	$838,266 ▼	-2.6%	117,260	0.3%	Computer and Technology
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$30,845,996	$2,730,992 ▼	-8.1%	589,001	0.3%	Manufacturing
OEF iShares S&P 100 ETF	$30,344,342	$24,310,790 ▲	402.9%	112,042	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$30,013,231	$265,041 ▼	-0.9%	83,118	0.3%	ETF
IJH iShares Core S&P Mid-Cap ETF	$29,851,945	$2,159 ▼	0.0%	511,601	0.3%	ETF
CRM Salesforce	$29,832,575	$285,804 ▲	1.0%	111,166	0.3%	Computer and Technology
KKR KKR & Co. Inc.	$29,826,968	$235,960 ▲	0.8%	257,996	0.3%	Finance
INTU Intuit	$28,523,568	$381,288 ▲	1.4%	46,456	0.2%	Computer and Technology
ABT Abbott Laboratories	$28,021,136	$89,804 ▲	0.3%	211,241	0.2%	Medical
MTUM iShares MSCI USA Momentum Factor ETF	$27,368,016	$221,130 ▼	-0.8%	135,398	0.2%	ETF
AMT American Tower	$27,250,211	$624,946 ▲	2.3%	125,231	0.2%	Finance
AXP American Express	$26,266,654	$425,639 ▼	-1.6%	97,627	0.2%	Finance
DE Deere & Company	$26,139,846	$62,423 ▼	-0.2%	55,694	0.2%	Industrial Products
SDY SPDR S&P Dividend ETF	$25,171,676	$6,941,539 ▼	-21.6%	185,522	0.2%	ETF
ROP Roper Technologies	$25,082,201	$1,672,658 ▲	7.1%	42,542	0.2%	Computer and Technology
VB Vanguard Small-Cap ETF	$24,939,545	$126,397 ▼	-0.5%	112,467	0.2%	ETF
CPRT Copart	$24,886,243	$205,988 ▼	-0.8%	439,764	0.2%	Business Services
ARES Ares Management	$24,785,140	$1,721,054 ▲	7.5%	169,055	0.2%	Finance
IAU iShares Gold Trust	$23,772,146	$10,793,397 ▲	83.2%	403,191	0.2%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$23,159,069	$6,716,094 ▼	-22.5%	279,936	0.2%	Manufacturing

Showing largest 100 holdings. View all holdings.

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United Capital Financial Advisers, LLC Top Holdings and 13F Report (2025)

About United Capital Financial Advisers, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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United Capital Financial Advisers, LLC Top Holdings and 13F Report (2025)

About United Capital Financial Advisers, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUnited Capital Financial Advisers, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools