UNITED CAPITAL FINANCIAL ADVISORS, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$11.7T
Holdings
1,055
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (1,055 positions)
| Stock | Value |
|---|---|
VOOVANGUARD S&P 500 ETF | $845.7M |
IVVISHARES CORE S&P 500 ETF | $553.4M |
BSVVANGUARD SHORT-TERM BOND ETF | $385.0M |
AQLTISHARES CORE MSCI EAFE ETF | $359.1M |
AAPLAPPLE INC. | $327.7M |
MSFTMICROSOFT CORPORATION | $245.0M |
VTVVANGUARD VALUE ETF | $240.7M |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $229.1M |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $222.5M |
VUGVANGUARD GROWTH ETF | $196.7M |
AQLTISHARES U.S. TREASURY BOND ETF | $186.8M |
NVDANVIDIA CORPORATION | $171.8M |
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | $163.4M |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $150.8M |
BRK/BBERKSHIRE HATHAWAY INC. CLASS B | $125.7M |
IJRISHARES CORE S&P SMALL CAP ETF | $124.1M |
MBBISHARES MBS ETF | $123.7M |
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | $115.7M |
IVWISHARES S&P 500 GROWTH ETF | $114.0M |
DBEFXTRACKERS MSCI EAFE HEDGED EQUITY ETF | $112.1M |
GOOGLALPHABET INC. CLASS A | $109.6M |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $108.5M |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $107.9M |
AMZNAMAZON.COM, INC. | $105.6M |
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF | $104.3M |
VVISA INC. CLASS A | $95.6M |
IVEISHARES S&P 500 VALUE ETF | $94.2M |
JPMJPMORGAN CHASE & CO. | $90.9M |
METAMETA PLATFORMS INC CLASS A | $88.8M |
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $87.4M |
COSTCOSTCO WHOLESALE CORPORATION | $82.2M |
GOOGALPHABET INC. CLASS C | $81.7M |
VNQVANGUARD REAL ESTATE ETF | $78.2M |
VBRVANGUARD SMALL CAP VALUE ETF | $75.0M |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $74.6M |
EFVISHARES MSCI EAFE VALUE ETF | $66.3M |
SPYSPDR S&P 500 ETF TRUST | $66.0M |
MUBISHARES NATIONAL MUNI BOND ETF | $65.4M |
HDHOME DEPOT, INC. | $58.6M |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $58.5M |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $55.0M |
SBUXSTARBUCKS CORPORATION | $54.9M |
DISWALT DISNEY COMPANY | $54.8M |
ACNACCENTURE PLC CLASS A | $54.7M |
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $54.6M |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $52.1M |
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF | $50.1M |
JNJJOHNSON & JOHNSON | $49.7M |
QCOMQUALCOMM INCORPORATED | $48.9M |
IYWISHARES U.S. TECHNOLOGY ETF | $48.4M |
SPGIS&P GLOBAL, INC. | $48.3M |
CSCOCISCO SYSTEMS, INC. | $47.6M |
SCHXSCHWAB U.S. LARGE-CAP ETF | $45.3M |
MAMASTERCARD INCORPORATED CLASS A | $45.2M |
ORCLORACLE CORPORATION | $44.5M |
BINCISHARES FLEXIBLE INCOME ACTIVE ETF | $42.7M |
LLYELI LILLY AND COMPANY | $42.5M |
MDTMEDTRONIC PLC | $42.3M |
PEPPEPSICO, INC. | $42.0M |
EFGISHARES MSCI EAFE GROWTH ETF | $41.5M |
ABBVABBVIE, INC. | $41.5M |
CVXCHEVRON CORPORATION | $41.5M |
NVONOVO NORDISK A/S SPONSORED ADR CLASS B | $40.0M |
PGPROCTER & GAMBLE COMPANY | $39.5M |
VBKVANGUARD SMALL-CAP GROWTH ETF | $39.4M |
ISRGINTUITIVE SURGICAL, INC. | $39.0M |
TLHISHARES 10-20 YEAR TREASURY BOND ETF | $38.6M |
ULUNILEVER PLC SPONSORED ADR | $38.2M |
WMTWALMART INC. | $37.8M |
RTXRTX CORPORATION | $37.7M |
ADBEADOBE INC. | $37.0M |
UNHUNITEDHEALTH GROUP INCORPORATED | $36.5M |
LOWLOWE'S COMPANIES, INC. | $36.3M |
AVGOBROADCOM INC. | $36.3M |
ASMLASML HOLDING NV SPONSORED ADR | $35.9M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $35.2M |
SGOVISHARES 0-3 MONTH TREASURY BOND ETF | $33.0M |
XOMEXXON MOBIL CORPORATION | $32.7M |
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | $32.5M |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $32.4M |
TMUST-MOBILE US, INC. | $31.3M |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $30.8M |
OEFISHARES S&P 100 ETF | $30.3M |
IWFISHARES RUSSELL 1000 GROWTH ETF | $30.0M |
IJHISHARES CORE S&P MID-CAP ETF | $29.9M |
CRMSALESFORCE, INC. | $29.8M |
KKRKKR & CO INC | $29.8M |
INTUINTUIT INC. | $28.5M |
ABTABBOTT LABORATORIES | $28.0M |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $27.4M |
AMTAMERICAN TOWER CORPORATION | $27.3M |
AXPAMERICAN EXPRESS COMPANY | $26.3M |
DEDEERE & COMPANY | $26.1M |
SDYSPDR S&P DIVIDEND ETF | $25.2M |
ROPROPER TECHNOLOGIES, INC. | $25.1M |
VBVANGUARD SMALL-CAP ETF | $24.9M |
CPRTCOPART, INC. | $24.9M |
ARESARES MANAGEMENT CORPORATION | $24.8M |
IAU*ISHARES GOLD TRUST | $23.8M |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $23.2M |
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