Filer Name: UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK: 1463217
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 1,059
Portfolio Value: $11.85B

United Capital Financial Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VOO US VANGUARD S&P 500 ETF 1,656,638 $893M 7.54% -3.4% -
IVV US ISHARES CORE S&P 500 ETF 970,299 $571M 4.82% -3.9% -
BSV US VANGUARD SHORT-TERM BOND ETF 5,164,091 $399M 3.37% 0.1% -
AAPL US APPLE INC 1,442,100 $361M 3.05% -99.5% -
IEFA US ISHARES CORE MSCI EAFE ETF 4,357,174 $306M 2.59% 0.9% -
MSFT US MICROSOFT CORP 622,134 $262M 2.21% -99.8% -
IUSB US ISHARES CORE TOTAL BOND ETF 5,178,060 $234M 1.98% -11.4% -
VTV US VANGUARD VALUE ETF 1,360,302 $230M 1.94% 0.1% -
VUG US VANGUARD GROWTH ETF 522,062 $214M 1.81% -1.7% -
NVDA US NVIDIA CORP 1,526,882 $205M 1.73% -0.8% -
BIV US VANGUARD INTERMEDIATE-TERM B 2,666,492 $199M 1.68% 2.4% -
GOVT US ISHARES US TREASURY BOND ETF 7,862,876 $181M 1.53% -2.9% -
HEFA US ISHA CURR HEDGED MSCI EAFE 4,277,593 $149M 1.25% -1.2% -
MBB US ISHARES MBS ETF 1,488,518 $136M 1.15% -0.5% -
IVW US ISHARES S&P 500 GROWTH ETF 1,269,567 $129M 1.09% -5.6% -
IJR US ISHARES CORE S&P SMALL-CAP E 1,108,429 $128M 1.08% -1.1% -
GOOGL US ALPHABET INC-CL A 667,333 $126M 1.07% 1.6% -
IEMG US ISHARES CORE MSCI EMERGING 2,387,221 $125M 1.05% -0.2% -
AMZN US AMAZON.COM INC 546,334 $120M 1.01% 1.2% -
SHM US SPDR NUVEEN BLOOMBERG SHORT 2,455,065 $116M 0.98% -2.8% -
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