UNITED CAPITAL FINANCIAL ADVISORS, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$12.1B
Signature - Title
Nichole Horton - VICE PRESIDENT
Location
Irving, TX
Summary
This page shows a list of all the recent 13F filings made by UNITED CAPITAL FINANCIAL ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. UNITED CAPITAL FINANCIAL ADVISORS, LLC reported 1052 stock holdings with total value $12.1B as of Q3 2024. Top holdings included VOO, IVV, BSV, AAPL, and IEFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 1,052 $12.1B +$327M -$406M -$79M VOO, IVV, BSV, AAPL, IEFA 13F-HR 11/12/2024, 10:31 AM
Q2 2024 1,023 $11.6B +$395M -$904M -$509M VOO, IVV, BSV, AAPL, IEFA 13F-HR 8/14/2024, 04:06 PM
Q1 2024 1,069 $12.1B +$492M -$1.14B -$646M VOO, IVV, BSV, IEFA, AAPL 13F-HR 5/15/2024, 01:23 PM
Q4 2023 1,056 $12B +$1.42B -$6.06B -$4.64B VOO, IVV, BSV, AAPL, IEFA 13F-HR 2/14/2024, 01:49 PM
Q3 2023 830 $15.3B +$243M -$2.64B -$2.4B VOO, BSV, IEFA, IVV, AAPL 13F-HR 11/14/2023, 02:01 PM
Q2 2023 885 $18.3B +$498M -$813M -$315M VOO, BSV, IEFA, IVV, GOVT 13F-HR 8/14/2023, 05:24 PM
Q1 2023 958 $17.9B +$517M -$1.27B -$754M VOO, BSV, IEFA, IVV, GOVT Restatement 8/14/2023, 05:39 PM
Q4 2022 1,033 $17.8B +$733M -$981M -$248M VOO, BSV, IEFA, IVV, GOVT 13F-HR 2/14/2023, 05:40 PM
Q3 2022 1,083 $16.9B +$1.69B -$1.62B +$73M VOO, BSV, IVV, GOVT, IEFA 13F-HR 11/14/2022, 04:56 PM
Q2 2022 1,119 $18.2B +$893M -$493M +$400M VOO, AGG, IVV, GOVT, IEFA 13F-HR 8/11/2022, 04:10 PM
Q1 2022 1,154 $20.6B +$930M -$799M +$132M VOO, AGG, IVV, AAPL, IEFA 13F-HR 5/16/2022, 10:13 AM
Q4 2021 1,195 $21.7B +$823M -$503M +$320M VOO, AGG, IVV, AAPL, GOVT 13F-HR 2/14/2022, 02:30 PM
Q3 2021 1,191 $20B +$781M -$433M +$348M AGG, VOO, GOVT, IVV, IEFA 13F-HR 11/12/2021, 05:35 PM
Q2 2021 1,207 $19.7B +$1.12B -$582M +$539M AGG, VOO, GOVT, IVV, IEFA 13F-HR 8/13/2021, 04:57 PM
Q1 2021 1,177 $18.1B +$1.4B -$546M +$852M AGG, GOVT, IVV, IEFA, VOO 13F-HR 5/14/2021, 03:09 PM
Q4 2020 1,181 $16.6B +$1.11B -$1.28B -$164M GOVT, AAPL, AGG, IVV, IEFA 13F-HR 2/16/2021, 08:44 PM
Q3 2020 1,149 $15.3B +$2B -$836M +$1.17B GOVT, AAPL, IVV, IEFA, AGG 13F-HR 11/13/2020, 01:09 PM
Q2 2020 1,179 $13.7B +$788M -$1.08B -$296M GOVT, IVV, AAPL, VUG, IEFA 13F-HR 8/13/2020, 02:20 PM
Q1 2020 1,176 $12.1B +$1.19B -$1.66B -$469M GOVT, IVV, AAPL, VUG, IEFA Restatement 8/11/2020, 11:20 AM
Q4 2019 1,350 $15.5B +$1.17B -$821M +$348M GOVT, IVV, AAPL, VUG, VTV 13F-HR 2/14/2020, 02:17 PM
Q3 2019 1,292 $14.3B +$828M -$1.96B -$1.14B GOVT, IVV, VUG, VTV, AAPL Restatement 2/14/2020, 03:06 PM
Q2 2019 1,438 $15.2B +$1.46B -$811M +$651M GOVT, IVV, IEFA, VUG, IGIB 13F-HR 8/13/2019, 03:42 PM
Q1 2019 1,328 $14.2B +$1.4B -$1.11B +$282M GOVT, IVV, IEFA, VUG, VTV 13F-HR 5/14/2019, 03:40 PM
Q4 2018 1,281 $12.6B +$1.21B -$1.2B +$4.91M GOVT, SHY, IVV, IEFA, VTV 13F-HR 2/14/2019, 12:44 PM
Q3 2018 1,326 $14.2B +$1.65B -$1.27B +$384M GOVT, IVV, AAPL, VUG, IEFA 13F-HR 11/14/2018, 02:48 PM
Q2 2018 1,301 $13.4B +$1.19B -$1.08B +$108M GOVT, IVV, IEFA, NEAR, VUG 13F-HR 8/14/2018, 10:47 AM
Q1 2018 1,306 $13.1B +$1.39B -$720M +$674M GOVT, IEFA, IVV, VUG, AAPL 13F-HR 5/15/2018, 12:35 PM
Q4 2017 1,307 $12.7B +$1.01B -$603M +$403M GOVT, IVV, IEFA, VTV, VUG 13F-HR 2/13/2018, 03:41 PM
Q3 2017 1,307 $11.8B +$836M -$546M +$290M GOVT, IVV, IEFA, IGIB, VUG 13F-HR 11/14/2017, 12:07 PM
Q2 2017 1,269 $11.1B +$920M -$723M +$197M GOVT, IVV, IEFA, IGIB, VUG 13F-HR 8/11/2017, 07:08 PM
Q1 2017 1,236 $10.7B +$900M -$884M +$16.2M GOVT, IVV, IEFA, AAPL, IGIB 13F-HR 5/12/2017, 04:12 PM
Q4 2016 1,249 $10.3B +$1.29B -$1.38B -$83.4M IVV, GOVT, NEAR, IEFA, IGIB 13F-HR 2/14/2017, 06:49 PM
Q3 2016 1,254 $10.3B +$1.88B -$1.36B +$519M IVV, GOVT, IEFA, IGIB, NEAR 13F-HR 11/14/2016, 10:49 AM
Q2 2016 1,239 $9.5B +$1.2B -$819M +$377M NEAR, IVV, IEFA, AGG, VTV 13F-HR 8/15/2016, 03:12 PM
Q1 2016 1,213 $9.06B +$1.13B -$834M +$294M NEAR, SHYG, IVV, IEFA, AAPL 13F-HR 5/11/2016, 03:29 PM
Q4 2015 1,204 $8.68B +$1.37B -$1.21B +$166M NEAR, SHYG, IVV, AAPL, IEFA 13F-HR 2/11/2016, 04:07 PM
Q3 2015 1,239 $8.32B +$1.54B -$1.24B +$299M NEAR, IGSB, SHYG, AAPL, BIL 13F-HR 11/12/2015, 05:53 PM
Q2 2015 1,250 $8.61B +$1.3B -$674M +$622M IGSB, NEAR, AAPL, IVV, IEFA 13F-HR 8/11/2015, 02:45 PM
Q1 2015 1,236 $8.08B +$1.86B -$490M +$1.37B AAPL, IGSB, BSJF, IEFA, IVV 13F-HR 5/14/2015, 02:52 PM
Q4 2014 1,148 $6.65B $0 $0 AAPL, BSJF, IVV, MINT, IEFA New Holdings 3/18/2015, 03:19 PM
Q4 2014 1,148 $6.65B +$1.49B -$697M +$793M AAPL, BSJF, IVV, MINT, IEFA 13F-HR 2/13/2015, 02:59 PM
Q3 2014 1,098 $5.72B +$980M -$520M +$460M AAPL, BSJF, IVV, VTI, BSJE 13F-HR 11/12/2014, 06:29 PM
Q2 2014 778 $5.36B +$1.23B -$588M +$639M AAPL, EFA, IVW, IVV, IVE 13F-HR 8/12/2014, 06:59 PM
Q1 2014 925 $4.66B +$1.95B -$186M +$1.77B AAPL, XLF, IYW, IYE, XLB 13F-HR 5/14/2014, 03:47 PM
Q4 2013 636 $2.88B $0 $0 AAPL, SCHB, IVV, IYW, IYJ Restatement 2/20/2014, 03:58 PM