United Capital Financial Advisers, LLC Top Holdings and 13F Report (2025) About United Capital Financial Advisers, LLCInvestment ActivityUnited Capital Financial Advisers, LLC has $11.85 billion in total holdings as of December 31, 2024.United Capital Financial Advisers, LLC owns shares of 1,052 different stocks, but just 116 companies or ETFs make up 80% of its holdings.Approximately 4.06% of the portfolio was purchased this quarter.About 71.54% 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 376 stocks.United Capital Financial Advisers, LLC sold shares of 580 stocks and completely divested from 67 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $892,613,214iShares Core S&P 500 ETF $571,195,752Vanguard Short-Term Bond ETF $399,029,336Apple $362,558,026iShares Core MSCI EAFE ETF $306,222,156 Largest New Holdings this Quarter BLACKROCK, INC. $17,853,107 HoldingCRA International $9,388,829 HoldingInvesco BulletShares 2026 High Yield Corporate Bond ETF $7,814,235 HoldingiShares 10+ Year Investment Grade Corporate Bond ETF $5,414,330 HoldingLAM RESEARCH CORPORATION $5,285,783 Holding Largest Purchases this Quarter Schwab U.S. Large-Cap Growth ETF 1,662,331 shares (about $46.33M)Schwab U.S. Large-Cap Value ETF 1,256,617 shares (about $32.76M)Schwab US Large-Cap ETF 1,383,088 shares (about $32.06M)iShares MSCI USA Momentum Factor ETF 131,515 shares (about $27.21M)Schwab International Equity ETF 1,281,997 shares (about $23.72M) Largest Sales this Quarter SPDR S&P 500 ETF Trust 10,314,355 shares (about $6.05B)Berkshire Hathaway 1,237,370 shares (about $560.88M)Microsoft 960,166 shares (about $404.71M)Eli Lilly and Company 442,353 shares (about $341.50M)Apple 1,074,120 shares (about $268.98M) 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$892,613,214$31,270,380 ▼-3.4%1,656,6387.5%ETFIVViShares Core S&P 500 ETF$571,195,752$22,905,544 ▼-3.9%970,2994.8%ETFBSVVanguard Short-Term Bond ETF$399,029,336$366,955 ▲0.1%5,164,0913.4%ETFAAPLApple$362,558,026$268,981,093 ▼-42.6%1,447,8003.1%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$306,222,156$2,651,453 ▲0.9%4,357,1742.6%ETFMSFTMicrosoft$263,198,968$404,710,026 ▼-60.6%624,4342.2%Computer and TechnologyIUSBiShares Core Total USD Bond Market ETF$234,048,324$30,262,306 ▼-11.4%5,178,0602.0%ManufacturingVTVVanguard Value ETF$230,299,184$214,334 ▲0.1%1,360,3021.9%ETFVUGVanguard Growth ETF$214,275,261$3,658,254 ▼-1.7%522,0621.8%ETFNVDANVIDIA$205,044,955$1,756,916 ▼-0.8%1,526,8821.7%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$199,266,966$4,765,159 ▲2.4%2,666,4921.7%ETFGOVTiShares U.S. Treasury Bond ETF$180,688,885$5,414,938 ▼-2.9%7,862,8761.5%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$148,646,357$1,755,813 ▼-1.2%4,277,5931.3%ETFMBBiShares MBS ETF$136,467,367$633,601 ▼-0.5%1,488,5181.2%ETFIVWiShares S&P 500 Growth ETF$128,899,104$7,634,952 ▼-5.6%1,269,5671.1%ETFIJRiShares Core S&P Small-Cap ETF$127,713,168$1,394,507 ▼-1.1%1,108,4291.1%ETFGOOGLAlphabet$126,326,185$2,009,988 ▲1.6%667,3331.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$124,660,680$221,099 ▼-0.2%2,387,2211.1%ETFAMZNAmazon.com$119,860,288$1,474,521 ▲1.2%546,3341.0%Retail/WholesaleSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$116,345,514$3,336,350 ▼-2.8%2,455,0651.0%FinanceJNKSPDR Bloomberg High Yield Bond ETF$112,336,425$710,679 ▼-0.6%1,176,6670.9%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$109,679,772$796,826 ▼-0.7%2,649,2700.9%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$105,216,832$719,131 ▼-0.7%2,042,6490.9%ManufacturingBRK.BBerkshire Hathaway$105,118,533$560,876,041 ▼-84.2%231,9060.9%FinanceGOOGAlphabet$100,216,891$2,529,232 ▼-2.5%526,2390.8%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$99,293,816$2,269,629 ▼-2.2%557,5800.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$93,099,360$6,247,067 ▼-6.3%1,816,5730.8%ETFVVisa$92,131,317$10,919,810 ▼-10.6%291,5180.8%Business ServicesJPMJPMorgan Chase & Co.$90,541,452$1,056,643 ▼-1.2%377,7120.8%FinanceMETAMeta Platforms$88,117,075$367,701 ▼-0.4%150,4960.7%Computer and TechnologyCOSTCostco Wholesale$83,696,941$6,687,875 ▼-7.4%91,3450.7%Retail/WholesaleVBRVanguard Small-Cap Value ETF$83,527,435$2,050,566 ▼-2.4%421,4730.7%ETFVNQVanguard Real Estate ETF$79,688,231$1,212,468 ▼-1.5%894,5690.7%ETFEFGiShares MSCI EAFE Growth ETF$77,419,163$9,081,491 ▲13.3%799,5370.7%ETFEFViShares MSCI EAFE Value ETF$76,906,244$2,872,366 ▲3.9%1,465,7180.6%ETFHDHome Depot$73,545,138$9,366,486 ▼-11.3%189,0670.6%Retail/WholesaleAGGiShares Core U.S. Aggregate Bond ETF$70,437,405$3,323,090 ▼-4.5%726,9080.6%FinanceIVEiShares S&P 500 Value ETF$68,220,209$442,079 ▼-0.6%357,3980.6%ETFACNAccenture$68,084,184$2,580,737 ▼-3.7%193,5360.6%Computer and TechnologyMUBiShares National Muni Bond ETF$63,661,162$2,863,424 ▼-4.3%597,4770.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$62,214,848$46,329,169 ▲291.6%2,232,3230.5%ETFSPYSPDR S&P 500 ETF Trust$60,454,548$6,045,018,172 ▼-99.0%103,1510.5%FinanceSBUXStarbucks$56,800,694$1,790,417 ▼-3.1%622,4730.5%Retail/WholesaleAVGOBroadcom$56,437,673$4,510,442 ▼-7.4%243,4340.5%Computer and TechnologyORCLOracle$56,119,804$1,007,671 ▼-1.8%336,7730.5%Computer and TechnologyIYWiShares U.S. Technology ETF$55,762,494$4,118,172 ▼-6.9%349,5640.5%ManufacturingDISWalt Disney$54,812,670$12,441,796 ▲29.4%492,2560.5%Consumer DiscretionaryVNQIVanguard Global ex-U.S. Real Estate ETF$53,668,898$1,083,429 ▼-2.0%1,356,6460.5%ETFQCOMQUALCOMM$51,675,041$2,021,026 ▼-3.8%336,3820.4%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$51,652,320$733,236 ▼-1.4%1,025,4580.4%ETFSPGIS&P Global$51,210,119$4,483,282 ▼-8.0%102,8250.4%Business ServicesADBEAdobe$49,710,036$2,970,471 ▼-5.6%111,7880.4%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$49,509,987$32,760,010 ▲195.6%1,899,1170.4%ETFPEPPepsiCo$49,212,931$7,161,559 ▼-12.7%323,6420.4%Consumer StaplesSCHXSchwab US Large-Cap ETF$48,920,439$32,059,979 ▲190.1%2,110,4590.4%ETFSCHFSchwab International Equity ETF$48,666,111$23,716,941 ▲95.1%2,630,6010.4%ETFPGProcter & Gamble$46,958,306$5,938,504 ▼-11.2%280,0970.4%Consumer StaplesCSCOCisco Systems$46,108,600$409,013 ▼-0.9%778,8610.4%Computer and TechnologyWMTWalmart$45,905,567$14,686,753 ▼-24.2%508,0860.4%Retail/WholesaleVBKVanguard Small-Cap Growth ETF$44,726,220$719,475 ▼-1.6%159,7020.4%ETFBINCiShares Flexible Income Active ETF$42,976,544$710,958 ▼-1.6%826,1540.4%ETFJNJJohnson & Johnson$42,206,004$3,857,590 ▲10.1%291,8410.4%MedicalISRGIntuitive Surgical$41,597,524$1,425,992 ▼-3.3%79,6950.4%MedicalRTXRTX$40,991,474$3,738,796 ▲10.0%354,2300.3%AerospaceMAMastercard$40,482,297$613,982 ▼-1.5%76,8790.3%Business ServicesVTIVanguard Total Stock Market ETF$38,524,710$803,063 ▼-2.0%132,9310.3%ETFLOWLowe's Companies$38,401,215$53,803 ▲0.1%155,5960.3%Retail/WholesaleEMXCiShares MSCI Emerging Markets ex China ETF$37,938,750$717,468 ▲1.9%684,1970.3%ManufacturingKKRKKR & Co. Inc.$37,858,250$1,304,121 ▼-3.3%255,9550.3%FinanceUNHUnitedHealth Group$37,305,333$226,121 ▲0.6%73,7460.3%MedicalMDTMedtronic$37,099,161$6,151,561 ▲19.9%464,4360.3%MedicalCRMSalesforce$36,809,909$1,120,335 ▲3.1%110,1010.3%Computer and TechnologyCVXChevron$36,139,983$378,756 ▲1.1%249,5170.3%Oils/EnergyABBVAbbVie$35,287,991$923,862 ▼-2.6%198,5820.3%MedicalLLYEli Lilly and Company$34,914,042$341,499,861 ▼-90.7%45,2250.3%MedicalTSLATesla$34,785,056$354,974 ▲1.0%86,1360.3%Auto/Tires/TrucksULUnilever$33,982,235$7,466,369 ▲28.2%599,3340.3%Consumer StaplesIWFiShares Russell 1000 Growth ETF$33,673,409$641,727 ▼-1.9%83,8520.3%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$33,545,022$494,154 ▼-1.5%1,311,3770.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$33,147,423$2,462,214 ▼-6.9%641,1490.3%ManufacturingIJHiShares Core S&P Mid-Cap ETF$31,880,157$133,717 ▼-0.4%511,6380.3%ETFSDYSPDR S&P Dividend ETF$31,265,870$151,651 ▲0.5%236,6830.3%ETFNVONovo Nordisk A/S$30,984,805$5,219,001 ▼-14.4%360,2050.3%MedicalSHYiShares 1-3 Year Treasury Bond ETF$29,604,362$232,085 ▼-0.8%361,1170.2%ManufacturingAXPAmerican Express$29,444,100$325,280 ▼-1.1%99,2090.2%FinanceINTUIntuit$28,807,478$1,300,375 ▼-4.3%45,8350.2%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$28,606,148$1,123,785 ▲4.1%285,1490.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$28,242,920$27,213,079 ▲2,642.5%136,4920.2%ETFARESAres Management$27,849,627$1,847,306 ▼-6.2%157,3160.2%FinanceXOMExxon Mobil$27,839,542$1,557,721 ▼-5.3%258,8040.2%Oils/EnergyVBVanguard Small-Cap ETF$27,160,514$71,123 ▼-0.3%113,0370.2%ETFTLTiShares 20+ Year Treasury Bond ETF$27,133,072$2,455,369 ▲9.9%310,6960.2%ETFTMUST-Mobile US$26,576,509$107,716 ▲0.4%120,4030.2%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$26,109,783$941,372 ▼-3.5%202,9990.2%ETFCPRTCopart$25,446,954$795,024 ▼-3.0%443,4040.2%Business ServicesGDGeneral Dynamics$25,353,385$2,085,533 ▼-7.6%96,2210.2%AerospaceQQQInvesco QQQ$23,948,039$244,879 ▲1.0%46,8440.2%FinanceABTAbbott Laboratories$23,816,839$344,080 ▼-1.4%210,5640.2%MedicalDHRDanaher$23,732,045$294,513 ▼-1.2%103,3850.2%MedicalDEDeere & Company$23,653,907$497,000 ▲2.1%55,8270.2%Industrial ProductsShowing 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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