Notify me when UNITED CAPITAL FINANCIAL ADVISORS, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,359 | $16,564,030,234 | +$2,825,391,770 | -$422,407,859 | +$2,402,983,911 | VOO, IVV, SPY, AAPL, RGEN | 13F-HR | 17 Feb 2026, 14:10 |
| Q3 2025 | 1,193 | $13,899,035,037 | +$1,276,535,117 | -$429,612,339 | +$846,922,778 | VOO, IVV, IEFA, AAPL, RGEN | 13F-HR | 14 Nov 2025, 14:14 |
| Q2 2025 | 1,081 | $12,369,985,051 | +$480,159,715 | -$614,237,852 | -$134,078,137 | VOO, IVV, IEFA, BSV, MSFT | 13F-HR | 11 Aug 2025, 14:30 |
| Q1 2025 | 1,054 | $11,658,445,224 | +$553,474,690 | -$474,389,099 | +$79,085,591 | VOO, IVV, BSV, IEFA, AAPL | 13F-HR | 13 May 2025, 15:43 |
| Q4 2024 | 1,051 | $11,827,329,284 | +$490,889,271 | -$518,945,972 | -$28,056,701 | VOO, IVV, BSV, AAPL, IEFA | 13F-HR | 13 Feb 2025, 16:51 |
| Q3 2024 | 1,052 | $12,142,278,258 | +$327,314,928 | -$406,296,398 | -$78,981,470 | VOO, IVV, BSV, AAPL, IEFA | 13F-HR | 12 Nov 2024, 10:31 |
| Q2 2024 | 1,023 | $11,626,802,228 | +$395,085,342 | -$904,068,271 | -$508,982,929 | VOO, IVV, BSV, AAPL, IEFA | 13F-HR | 14 Aug 2024, 16:06 |
| Q1 2024 | 1,069 | $12,123,101,341 | +$492,350,409 | -$1,138,235,766 | -$645,885,357 | VOO, IVV, BSV, IEFA, AAPL | 13F-HR | 15 May 2024, 13:23 |
| Q4 2023 | 1,056 | $12,048,871,455 | +$1,422,295,074 | -$6,060,312,211 | -$4,638,017,137 | VOO, IVV, BSV, AAPL, IEFA | 13F-HR | 14 Feb 2024, 13:49 |
| Q3 2023 | 830 | $15,260,320,495 | +$243,375,939 | -$2,644,811,809 | -$2,401,435,870 | VOO, BSV, IEFA, IVV, AAPL | 13F-HR | 14 Nov 2023, 14:01 |
| Q2 2023 | 885 | $18,341,392,345 | +$497,851,560 | -$813,092,112 | -$315,240,552 | VOO, BSV, IEFA, IVV, GOVT | 13F-HR | 14 Aug 2023, 17:24 |
| Q1 2023 | 958 | $17,909,526,517 | +$517,316,126 | -$1,271,215,964 | -$753,899,838 | VOO, BSV, IEFA, IVV, GOVT | Restatement | 14 Aug 2023, 17:39 |
| Q4 2022 | 1,033 | $17,830,590,308 | +$732,638,296 | -$980,665,170 | -$248,026,874 | VOO, BSV, IEFA, IVV, GOVT | 13F-HR | 14 Feb 2023, 17:40 |
| Q3 2022 | 1,083 | $16,932,506,000 | +$1,688,980,645 | -$1,616,025,990 | +$72,954,655 | VOO, BSV, IVV, GOVT, IEFA | 13F-HR | 14 Nov 2022, 16:56 |
| Q2 2022 | 1,119 | $18,214,585,000 | +$893,152,611 | -$493,264,505 | +$399,888,106 | VOO, AGG, IVV, GOVT, IEFA | 13F-HR | 11 Aug 2022, 16:10 |
| Q1 2022 | 1,154 | $20,567,171,000 | +$930,220,982 | -$798,526,604 | +$131,694,378 | VOO, AGG, IVV, AAPL, IEFA | 13F-HR | 16 May 2022, 10:13 |
| Q4 2021 | 1,195 | $21,711,309,000 | +$822,734,380 | -$502,838,655 | +$319,895,725 | VOO, AGG, IVV, AAPL, GOVT | 13F-HR | 14 Feb 2022, 14:30 |
| Q3 2021 | 1,191 | $19,973,240,000 | +$780,590,282 | -$432,606,666 | +$347,983,616 | AGG, VOO, GOVT, IVV, IEFA | 13F-HR | 12 Nov 2021, 17:35 |
| Q2 2021 | 1,207 | $19,726,517,000 | +$1,120,987,912 | -$581,838,482 | +$539,149,430 | AGG, VOO, GOVT, IVV, IEFA | 13F-HR | 13 Aug 2021, 16:57 |
| Q1 2021 | 1,177 | $18,068,790,000 | +$1,397,558,223 | -$545,962,381 | +$851,595,842 | AGG, GOVT, IVV, IEFA, VOO | 13F-HR | 14 May 2021, 15:09 |
| Q4 2020 | 1,181 | $16,564,198,000 | +$1,114,510,550 | -$1,278,051,114 | -$163,540,564 | GOVT, AAPL, AGG, IVV, IEFA | 13F-HR | 16 Feb 2021, 20:44 |
| Q3 2020 | 1,149 | $15,319,379,000 | +$2,003,542,555 | -$836,103,258 | +$1,167,439,297 | GOVT, AAPL, IVV, IEFA, AGG | 13F-HR | 13 Nov 2020, 13:09 |
| Q2 2020 | 1,179 | $13,730,952,000 | +$787,811,222 | -$1,083,673,496 | -$295,862,274 | GOVT, IVV, AAPL, VUG, IEFA | 13F-HR | 13 Aug 2020, 14:20 |
| Q1 2020 | 1,176 | $12,067,508,000 | +$1,188,449,093 | -$1,657,826,578 | -$469,377,485 | GOVT, IVV, AAPL, VUG, IEFA | Restatement | 11 Aug 2020, 11:20 |
| Q4 2019 | 1,350 | $15,464,797,000 | +$1,169,053,206 | -$820,858,250 | +$348,194,956 | GOVT, IVV, AAPL, VUG, VTV | 13F-HR | 14 Feb 2020, 14:17 |
| Q3 2019 | 1,292 | $14,272,729,000 | +$827,859,298 | -$1,964,253,355 | -$1,136,394,057 | GOVT, IVV, VUG, VTV, AAPL | Restatement | 14 Feb 2020, 15:06 |
| Q2 2019 | 1,438 | $15,243,227,000 | +$1,461,970,254 | -$810,588,217 | +$651,382,037 | GOVT, IVV, IEFA, VUG, IGIB | 13F-HR | 13 Aug 2019, 15:42 |
| Q1 2019 | 1,328 | $14,181,044,000 | +$1,395,981,983 | -$1,113,690,555 | +$282,291,428 | GOVT, IVV, IEFA, VUG, VTV | 13F-HR | 14 May 2019, 15:40 |
| Q4 2018 | 1,281 | $12,586,611,000 | +$1,208,894,478 | -$1,203,988,638 | +$4,905,840 | GOVT, SHY, IVV, IEFA, VTV | 13F-HR | 14 Feb 2019, 12:44 |
| Q3 2018 | 1,326 | $14,226,826,000 | +$1,650,523,017 | -$1,266,282,587 | +$384,240,430 | GOVT, IVV, AAPL, VUG, IEFA | 13F-HR | 14 Nov 2018, 14:48 |
| Q2 2018 | 1,301 | $13,414,324,000 | +$1,188,530,542 | -$1,080,040,392 | +$108,490,150 | GOVT, IVV, IEFA, NEAR, VUG | 13F-HR | 14 Aug 2018, 10:47 |
| Q1 2018 | 1,306 | $13,108,538,000 | +$1,393,553,514 | -$719,870,233 | +$673,683,281 | GOVT, IEFA, IVV, VUG, AAPL | 13F-HR | 15 May 2018, 12:35 |
| Q4 2017 | 1,307 | $12,666,605,000 | +$1,005,424,166 | -$602,724,065 | +$402,700,101 | GOVT, IVV, IEFA, VTV, VUG | 13F-HR | 13 Feb 2018, 15:41 |
| Q3 2017 | 1,307 | $11,792,004,000 | +$836,394,059 | -$546,356,015 | +$290,038,044 | GOVT, IVV, IEFA, IGIB, VUG | 13F-HR | 14 Nov 2017, 12:07 |
| Q2 2017 | 1,269 | $11,060,677,000 | +$920,115,853 | -$723,233,377 | +$196,882,476 | GOVT, IVV, IEFA, IGIB, VUG | 13F-HR | 11 Aug 2017, 19:08 |
| Q1 2017 | 1,236 | $10,731,603,000 | +$899,868,342 | -$883,627,758 | +$16,240,584 | GOVT, IVV, IEFA, AAPL, IGIB | 13F-HR | 12 May 2017, 16:12 |
| Q4 2016 | 1,249 | $10,273,156,000 | +$1,292,028,599 | -$1,375,388,341 | -$83,359,742 | IVV, GOVT, NEAR, IEFA, IGIB | 13F-HR | 14 Feb 2017, 18:49 |
| Q3 2016 | 1,254 | $10,294,885,000 | +$1,878,170,312 | -$1,359,461,098 | +$518,709,214 | IVV, GOVT, IEFA, IGIB, NEAR | 13F-HR | 14 Nov 2016, 10:49 |
| Q2 2016 | 1,239 | $9,500,336,000 | +$1,196,810,201 | -$819,494,756 | +$377,315,445 | NEAR, IVV, IEFA, AGG, VTV | 13F-HR | 15 Aug 2016, 15:12 |
| Q1 2016 | 1,213 | $9,057,150,000 | +$1,127,307,748 | -$833,753,694 | +$293,554,054 | NEAR, SHYG, IVV, IEFA, AAPL | 13F-HR | 11 May 2016, 15:29 |
| Q4 2015 | 1,204 | $8,684,936,000 | +$1,371,585,092 | -$1,205,764,229 | +$165,820,863 | NEAR, SHYG, IVV, AAPL, IEFA | 13F-HR | 11 Feb 2016, 16:07 |
| Q3 2015 | 1,239 | $8,318,479,000 | +$1,543,486,812 | -$1,244,685,399 | +$298,801,413 | NEAR, IGSB, SHYG, AAPL, BIL | 13F-HR | 12 Nov 2015, 17:53 |
| Q2 2015 | 1,250 | $8,614,121,000 | +$1,295,550,329 | -$673,537,608 | +$622,012,721 | IGSB, NEAR, AAPL, IVV, IEFA | 13F-HR | 11 Aug 2015, 14:45 |
| Q1 2015 | 1,236 | $8,078,608,000 | +$1,859,468,783 | -$490,037,199 | +$1,369,431,584 | AAPL, IGSB, BSJF, IEFA, IVV | 13F-HR | 14 May 2015, 14:52 |
| Q4 2014 | 1,148 | $6,646,044,000 | $0 | $0 | $0 | AAPL, BSJF, IVV, MINT, IEFA | New Holdings | 18 Mar 2015, 15:19 |
| Q4 2014 | 1,148 | $6,646,044,000 | +$1,490,301,464 | -$697,150,351 | +$793,151,113 | AAPL, BSJF, IVV, MINT, IEFA | 13F-HR | 13 Feb 2015, 14:59 |
| Q3 2014 | 1,098 | $5,718,135,000 | +$980,222,351 | -$519,962,095 | +$460,260,256 | AAPL, BSJF, IVV, VTI, BSJE | 13F-HR | 12 Nov 2014, 18:29 |
| Q2 2014 | 778 | $5,356,642,000 | +$1,226,182,189 | -$587,585,576 | +$638,596,613 | AAPL, EFA, IVW, IVV, IVE | 13F-HR | 12 Aug 2014, 18:59 |
| Q1 2014 | 925 | $4,661,332,000 | +$1,953,697,788 | -$185,921,061 | +$1,767,776,727 | AAPL, XLF, IYW, IYE, XLB | 13F-HR | 14 May 2014, 15:47 |
| Q4 2013 | 636 | $2,879,963,000 | $0 | $0 | $0 | AAPL, SCHB, IVV, IYW, IYJ | Restatement | 20 Feb 2014, 15:58 |