UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q4 2024 13F Holdings

  • Location
    irving, TX
  • Num holdings

    1,059

  • Value ($000)

    $11,845,881

  • Date Filed
    02/13/2025
  • Form type
    13F-HR
  • CIK
    0001463217
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD S&P 500 ETF

EXCHANGE TRADED FUND
922908363
$892.61M
8 %

1,656,638

IVV
IVV

ISHARES CORE S&P 500 ETF

EXCHANGE TRADED FUND
464287200
$571.20M
5 %

970,299

BSV
BSV

VANGUARD SHORT-TERM BOND ETF

EXCHANGE TRADED FUND
921937827
$399.03M
3 %

5,164,091

AAPL
AAPL

APPLE INC.

COMMON STOCK
037833100
$361.13M
3 %

1,442,100

IEFA
IEFA

ISHARES CORE MSCI EAFE ETF

EXCHANGE TRADED FUND
46432F842
$306.22M
3 %

4,357,174

MSFT
MSFT

MICROSOFT CORPORATION

COMMON STOCK
594918104
$262.23M
2 %

622,134

IUSB
IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

EXCHANGE TRADED FUND
46434V613
$234.05M
2 %

5,178,060

VTV
VTV

VANGUARD VALUE ETF

EXCHANGE TRADED FUND
922908744
$230.30M
2 %

1,360,302

VUG
VUG

VANGUARD GROWTH ETF

EXCHANGE TRADED FUND
922908736
$214.28M
2 %

522,062

NVDA
NVDA

NVIDIA CORPORATION

COMMON STOCK
67066G104
$205.04M
2 %

1,526,882

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