United Capital Financial Advisers, LLC Top Holdings and 13F Report (2025) About United Capital Financial Advisers, LLCInvestment ActivityUnited Capital Financial Advisers, LLC has $12.40 billion in total holdings as of March 31, 2025.United Capital Financial Advisers, LLC owns shares of 1,082 different stocks, but just 125 companies or ETFs make up 80% of its holdings.Approximately 3.87% of the portfolio was purchased this quarter.About 4.95% of the portfolio was sold this quarter.This quarter, United Capital Financial Advisers, LLC has purchased 1,055 new stocks and bought additional shares in 425 stocks.United Capital Financial Advisers, LLC sold shares of 552 stocks and completely divested from 48 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $894,874,862iShares Core S&P 500 ETF $531,612,894iShares Core MSCI EAFE ETF $406,703,211Vanguard Short-Term Bond ETF $345,698,973Microsoft $329,209,947 Largest New Holdings this Quarter 09290C806 - BlackRock Future U.S. Themes ETF $42,588,472 Holding09290C780 - ISHARES A.I. INNOVATION AND TECH ACTIVE ETF $16,112,321 Holding204409601 - Comp En De Mn Cemig ADS $4,402,270 Holding46431W705 - iShares Interest Rate Hedged Corporate Bond ETF $2,373,849 Holding680033107 - Old National Bancorp $1,630,739 Holding Largest Purchases this Quarter BlackRock Future U.S. Themes ETF 1,196,978 shares (about $42.59M)iShares Core MSCI Emerging Markets ETF 574,416 shares (about $34.48M)iShares Core International Aggregate Bond ETF 671,462 shares (about $34.30M)iShares MSCI EAFE Value ETF 502,143 shares (about $31.88M)SPDR Portfolio S&P 400 Mid Cap ETF 429,673 shares (about $23.37M) Largest Sales this Quarter iShares Core S&P 500 ETF 128,662 shares (about $79.89M)Vanguard Short-Term Bond ETF 525,101 shares (about $41.33M)Vanguard S&P 500 ETF 70,184 shares (about $39.87M)iShares MSCI Emerging Markets ex China ETF 581,106 shares (about $36.69M)iShares Core Total USD Bond Market ETF 612,076 shares (about $28.30M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUnited Capital Financial Advisers, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$894,874,862$39,866,610 ▼-4.3%1,575,4017.2%ETFIVViShares Core S&P 500 ETF$531,612,894$79,886,262 ▼-13.1%856,1974.3%ETFIEFAiShares Core MSCI EAFE ETF$406,703,211$10,403,194 ▲2.6%4,871,8643.3%ETFBSVVanguard Short-Term Bond ETF$345,698,973$41,325,451 ▼-10.7%4,392,6172.8%ETFMSFTMicrosoft$329,209,947$4,581,148 ▲1.4%661,8482.7%Computer and TechnologyAAPLApple$303,029,022$361,920 ▲0.1%1,476,9662.4%Computer and TechnologyNVDANVIDIA$250,542,976$105,221 ▲0.0%1,585,8152.0%Computer and TechnologyVTVVanguard Value ETF$245,331,897$967,298 ▼-0.4%1,388,0952.0%ETFBIVVanguard Intermediate-Term Bond ETF$238,150,259$13,402,944 ▲6.0%3,079,2641.9%ETFVUGVanguard Growth ETF$232,933,633$440,153 ▲0.2%531,3271.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$202,251,571$34,482,192 ▲20.6%3,369,1751.6%ETFIUSBiShares Core Total USD Bond Market ETF$201,579,587$28,296,274 ▼-12.3%4,360,3631.6%ManufacturingGOVTiShares U.S. Treasury Bond ETF$179,982,021$6,743,757 ▼-3.6%7,832,1161.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$149,446,291$21,504,266 ▼-12.6%3,936,9411.2%ETFGOOGLAlphabet$123,295,431$1,624,136 ▼-1.3%699,6281.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$122,401,599$7,257,291 ▼-5.6%1,119,9711.0%ETFAMZNAmazon.com$121,640,713$95,654 ▼-0.1%554,4501.0%Retail/WholesaleIVWiShares S&P 500 Growth ETF$120,928,845$14,293,067 ▼-10.6%1,098,3551.0%ETFMBBiShares MBS ETF$119,888,660$3,946,759 ▼-3.2%1,276,9061.0%ETFQUALiShares MSCI USA Quality Factor ETF$114,617,634$1,404,788 ▼-1.2%626,9430.9%ETFMETAMeta Platforms$113,839,127$82,666 ▲0.1%154,2350.9%Computer and TechnologyBRK.BBerkshire Hathaway$108,542,829$6,092,039 ▼-5.3%223,4450.9%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$107,955,960$5,315,362 ▼-4.7%2,467,5650.9%ETFJPMJPMorgan Chase & Co.$105,625,363$1,751,059 ▼-1.6%364,3380.9%FinanceIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$104,907,831$4,553,471 ▼-4.2%1,968,6210.8%ManufacturingEFViShares MSCI EAFE Value ETF$103,296,920$31,876,051 ▲44.6%1,627,2350.8%ETFIVEiShares S&P 500 Value ETF$101,592,541$5,044,373 ▲5.2%519,8680.8%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$98,742,271$17,545,194 ▼-15.1%2,064,4420.8%FinanceVVisa$95,124,883$1,758,561 ▼-1.8%267,9200.8%Business ServicesDYNFiShares U.S. Equity Factor Rotation Active ETF$95,039,844$2,629,710 ▼-2.7%1,745,1310.8%ETFGOOGAlphabet$93,127,805$329,413 ▲0.4%524,9890.8%Computer and TechnologyJNKSPDR Bloomberg High Yield Bond ETF$91,291,373$15,191,916 ▼-14.3%938,5360.7%FinanceCOSTCostco Wholesale$84,618,624$1,416,596 ▼-1.6%85,4790.7%Retail/WholesaleVBRVanguard Small-Cap Value ETF$72,710,703$5,835,679 ▼-7.4%372,8560.6%ETFSPYSPDR S&P 500 ETF Trust$71,568,067$1,289,453 ▼-1.8%115,8340.6%FinanceAGGiShares Core U.S. Aggregate Bond ETF$70,489,901$4,357,656 ▼-5.8%710,5840.6%FinanceVNQVanguard Real Estate ETF$70,325,878$6,570,224 ▼-8.5%789,6460.6%ETFDISWalt Disney$66,372,289$2,539,726 ▼-3.7%535,2170.5%Consumer DiscretionaryORCLOracle$63,436,480$6,202,304 ▼-8.9%290,1550.5%Computer and TechnologyAVGOBroadcom$59,184,649$583,828 ▼-1.0%214,7090.5%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$59,107,866$5,050,117 ▼-7.9%2,023,5490.5%ETFMUBiShares National Muni Bond ETF$58,400,988$6,416,431 ▼-9.9%558,9680.5%ETFJPSTJPMorgan Ultra-Short Income ETF$57,550,680$1,005,795 ▼-1.7%1,135,5700.5%ETFHDHome Depot$57,227,606$1,357,298 ▼-2.3%156,0870.5%Retail/WholesaleVNQIVanguard Global ex-U.S. Real Estate ETF$54,633,134$7,612,255 ▼-12.2%1,183,8170.4%ETFIYWiShares U.S. Technology ETF$54,598,346$5,082,869 ▼-8.5%315,1060.4%ManufacturingSCHFSchwab International Equity ETF$54,303,000$3,913,933 ▼-6.7%2,457,1490.4%ETFCSCOCisco Systems$52,417,636$1,143,383 ▼-2.1%755,5150.4%Computer and TechnologyTLHiShares 10-20 Year Treasury Bond ETF$52,130,541$14,309,239 ▲37.8%513,0960.4%ETFSBUXStarbucks$51,056,021$246,485 ▼-0.5%557,1980.4%Retail/WholesaleQCOMQUALCOMM$50,503,325$197,801 ▼-0.4%317,1120.4%Computer and TechnologyACNAccenture$49,805,669$2,619,778 ▼-5.0%166,6350.4%Computer and TechnologySPGIS&P Global$49,105,359$990,249 ▼-2.0%93,1280.4%FinanceSCHXSchwab US Large-Cap ETF$48,942,295$1,162,660 ▼-2.3%2,002,5490.4%ETFOEFiShares S&P 100 ETF$48,272,750$14,172,696 ▲41.6%158,6090.4%ETFSCHVSchwab U.S. Large-Cap Value ETF$47,961,120$4,187,079 ▼-8.0%1,733,3260.4%ETFJNJJohnson & Johnson$46,019,754$253,259 ▲0.6%301,2750.4%MedicalEFGiShares MSCI EAFE Growth ETF$45,094,586$1,438,753 ▼-3.1%402,6300.4%ETFMAMastercard$44,993,688$1,303,147 ▼-2.8%80,0680.4%Business ServicesISRGIntuitive Surgical$44,422,599$1,578,060 ▲3.7%81,7480.4%MedicalSPMDSPDR Portfolio S&P 400 Mid Cap ETF$44,391,725$23,365,631 ▲111.1%816,3240.4%ETFBINCiShares Flexible Income Active ETF$43,802,197$759,522 ▲1.8%828,9590.4%ETFASMLASML$42,962,334$460,797 ▼-1.1%53,6100.3%Computer and TechnologyMDTMedtronic$42,819,253$1,781,234 ▲4.3%491,2150.3%MedicalBTHMBlackRock Future U.S. Themes ETF$42,588,472$42,588,472 ▲New Holding1,196,9780.3%ETFVBKVanguard Small-Cap Growth ETF$42,586,057$777,922 ▼-1.8%153,7740.3%ETFLLYEli Lilly and Company$42,345,329$2,255,944 ▲5.6%54,3220.3%MedicalIAGGiShares Core International Aggregate Bond ETF$42,099,579$34,304,984 ▲440.1%824,0280.3%ETFWMTWalmart$38,859,886$3,277,289 ▼-7.8%397,4220.3%Retail/WholesalePGProcter & Gamble$38,640,320$1,686,082 ▲4.6%242,5330.3%Consumer StaplesULUnilever$38,266,480$969,606 ▼-2.5%625,5760.3%Consumer StaplesNVONovo Nordisk A/S$38,140,540$1,634,878 ▼-4.1%552,6010.3%MedicalRTXRTX$37,342,338$4,268,171 ▼-10.3%255,7340.3%AerospaceABBVAbbVie$36,361,454$416,531 ▼-1.1%195,8920.3%MedicalVTIVanguard Total Stock Market ETF$36,334,217$2,608,935 ▼-6.7%119,5480.3%ETFINTUIntuit$36,183,381$406,413 ▼-1.1%45,9400.3%Computer and TechnologyPEPPepsiCo$35,882,782$1,093,027 ▼-3.0%271,7570.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$34,927,307$363,017 ▼-1.0%82,2630.3%ETFKKRKKR & Co. Inc.$34,335,358$14,101 ▲0.0%258,1020.3%FinanceCVXChevron$34,206,660$1,288,137 ▼-3.6%238,8900.3%EnergyLOWLowe's Companies$33,968,852$604,816 ▼-1.7%153,1030.3%Retail/WholesaleADBEAdobe$33,389,808$3,896,284 ▼-10.4%86,3050.3%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$32,032,075$947,089 ▼-2.9%318,1260.3%ETFNFLXNetflix$31,607,922$1,028,466 ▼-3.2%23,6030.3%Consumer DiscretionaryMTUMiShares MSCI USA Momentum Factor ETF$31,085,420$1,453,457 ▼-4.5%129,3500.3%ETFAXPAmerican Express$31,040,420$100,798 ▼-0.3%97,3110.3%FinanceIJHiShares Core S&P Mid-Cap ETF$30,610,518$1,118,964 ▼-3.5%493,5590.2%ETFCRMSalesforce$29,954,384$359,405 ▼-1.2%109,8480.2%Computer and TechnologyXOMExxon Mobil$29,795,448$136,582 ▲0.5%276,3960.2%EnergyIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$29,373,150$1,702,567 ▼-5.5%556,7310.2%ManufacturingTSLATesla$28,726,581$1,131,821 ▲4.1%90,4320.2%Auto/Tires/TrucksHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$28,257,989$3,650,836 ▼-11.4%1,140,3550.2%ETFARESAres Management$28,139,957$1,140,348 ▼-3.9%162,4710.2%FinanceABTAbbott Laboratories$27,827,600$903,241 ▼-3.1%204,6000.2%MedicalTMUST-Mobile US$27,738,916$199,423 ▼-0.7%116,4230.2%Computer and TechnologyVBVanguard Small-Cap ETF$27,432,130$779,665 ▲2.9%115,7570.2%ETFDEDeere & Company$27,359,589$960,021 ▼-3.4%53,8060.2%IndustrialsAMTAmerican Tower$27,231,844$446,681 ▼-1.6%123,2100.2%FinanceBKNGBooking$26,062,527$191,040 ▼-0.7%4,5020.2%Retail/WholesaleBILSPDR Bloomberg 1-3 Month T-Bill ETF$24,906,218$16,342,043 ▲190.8%271,5170.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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