UNITED CAPITAL FINANCIAL ADVISERS, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationirving, TX
- CIK0001463217
- Alternate namesUNITED CAPITAL FINANCIAL ADVISORS, LLC
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,063 | $11.69 B | VOO, IVV, BSV, IEFA | 13F-HR | May 13, 2025 | 000146321725000003 | ||
1,059 | $11.85 B | VOO, IVV, BSV, AAPL | 13F-HR | Feb 13, 2025 | 000146321725000001 | ||
1,060 | $12.14 B | VOO, IVV, BSV, AAPL | 13F-HR | Nov 12, 2024 | 000137231224000005 | ||
1,030 | $11.64 B | VOO, IVV, BSV, AAPL | 13F-HR | Aug 14, 2024 | 000146321724000005 | ||
1,077 | $12.14 B | VOO, IVV, BSV, IEFA | 13F-HR | May 15, 2024 | 000146321724000003 | ||
1,060 | $12.05 B | VOO, IVV, BSV, AAPL | 13F-HR | Feb 14, 2024 | 000137231224000002 | ||
830 | $15.26 B | VOO, BSV, IEFA, IVV | 13F-HR | Nov 14, 2023 | 000137231223000007 | ||
886 | $18.34 B | VOO, BSV, IEFA, IVV | 13F-HR | Aug 14, 2023 | 000146321723000003 | ||
964 | $17.92 B | VOO, BSV, IEFA, IVV | RESTATEMENT | Aug 15, 2023 | 000146321723000004 | ||
1,033 | $17.83 B | VOO, BSV, IEFA, IVV | 13F-HR | Feb 15, 2023 | 000146321723000001 | ||
1,083 | $16.93 B | VOO, BSV, IVV, GOVT | 13F-HR | Nov 14, 2022 | 000146321722000005 | ||
1,119 | $18.22 B | VOO, AGG, IVV, GOVT | 13F-HR | Aug 11, 2022 | 000146321722000004 | ||
1,160 | $20.58 B | VOO, AGG, IVV, AAPL | 13F-HR | May 16, 2022 | 000146321722000003 | ||
1,199 | $21.72 B | VOO, AGG, IVV, AAPL | 13F-HR | Feb 14, 2022 | 000146321722000001 | ||
1,196 | $20.01 B | AGG, VOO, GOVT, IVV | 13F-HR | Nov 15, 2021 | 000146321721000005 | ||
1,214 | $19.85 B | AGG, VOO, GOVT, IVV | 13F-HR | Aug 13, 2021 | 000146321721000004 | ||
1,181 | $18.07 B | AGG, GOVT, IVV, IEFA | 13F-HR | May 14, 2021 | 000146321721000003 | ||
1,188 | $16.60 B | GOVT, AAPL, AGG, IVV | 13F-HR | Feb 17, 2021 | 000146321721000001 | ||
1,153 | $15.32 B | GOVT, AAPL, IVV, IEFA | 13F-HR | Nov 13, 2020 | 000146321720000005 | ||
1,186 | $13.75 B | GOVT, IVV, AAPL, VUG | 13F-HR | Aug 13, 2020 | 000146321720000004 | ||
1,182 | $12.10 B | GOVT, IVV, AAPL, VUG | RESTATEMENT | Aug 11, 2020 | 000146321720000003 | ||
1,367 | $15.50 B | GOVT, IVV, AAPL, VUG | 13F-HR | Feb 14, 2020 | 000146321720000001 | ||
1,308 | $14.30 B | GOVT, IVV, VUG, VTV | RESTATEMENT | Feb 14, 2020 | 000137231220000002 | ||
1,461 | $15.30 B | GOVT, IVV, IEFA, VUG | 13F-HR | Aug 13, 2019 | 000137231219000004 | ||
1,350 | $14.22 B | GOVT, IVV, IEFA, VUG | 13F-HR | May 14, 2019 | 000146321719000004 | ||
1,281 | $12.59 B | GOVT, SHY, IVV, IEFA | 13F-HR | Feb 14, 2019 | 000146321719000001 | ||
1,326 | $14.23 B | GOVT, IVV, AAPL, VUG | 13F-HR | Nov 14, 2018 | 000146321718000006 | ||
1,302 | $13.41 B | GOVT, IVV, IEFA, NEAR | 13F-HR | Aug 14, 2018 | 000146321718000004 | ||
1,307 | $13.11 B | GOVT, IEFA, IVV, VUG | 13F-HR | May 15, 2018 | 000146321718000003 | ||
1,307 | $12.67 B | GOVT, IVV, IEFA, VTV | 13F-HR | Feb 13, 2018 | 000146321718000001 | ||
1,307 | $11.79 B | GOVT, IVV, IEFA, IGIB | 13F-HR | Nov 14, 2017 | 000146321717000005 | ||
1,270 | $11.17 B | GOVT, IVV, IEFA, IGIB | 13F-HR | Aug 14, 2017 | 000146321717000004 | ||
1,237 | $10.73 B | GOVT, IVV, IEFA, AAPL | 13F-HR | May 12, 2017 | 000146321717000003 | ||
1,250 | $10.30 B | IVV, GOVT, NEAR, IEFA | 13F-HR | Feb 15, 2017 | 000146321717000002 | ||
1,256 | $10.30 B | IVV, GOVT, IEFA, IGIB | 13F-HR | Nov 14, 2016 | 000146321716000014 | ||
1,248 | $9.82 B | NEAR, IVV, HTZ, IEFA | 13F-HR | Aug 15, 2016 | 000146321716000013 | ||
1,213 | $9.07 B | NEAR, SHYG, IVV, IEFA | 13F-HR | May 11, 2016 | 000146321716000012 | ||
1,204 | $8.69 B | NEAR, SHYG, IVV, AAPL | 13F-HR | Feb 11, 2016 | 000137231216000009 | ||
1,239 | $8.33 B | NEAR, IGSB, SHYG, AAPL | 13F-HR | Nov 13, 2015 | 000146321715000009 | ||
1,250 | $8.64 B | IGSB, NEAR, AAPL, IVV | 13F-HR | Aug 11, 2015 | 000137231215000004 | ||
1,236 | $8.18 B | AAPL, IGSB, BSJF, IEFA | 13F-HR | May 14, 2015 | 000146321715000008 | ||
1,148 | $6.68 B | AAPL, BSJF, IVV, MINT | NEW HOLDINGS | Mar 18, 2015 | 000146321715000006 | ||
1,142 | $6.63 B | AAPL, BSJF, IVV, MINT | 13F-HR | Feb 13, 2015 | 000146321715000005 | ||
1,098 | $5.76 B | AAPL, BSJF, IVV, VTI | 13F-HR | Nov 13, 2014 | 000146321714000015 | ||
778 | $5.39 B | AAPL, EFA, IVW, IVV | 13F-HR | Aug 13, 2014 | 000146321714000013 | ||
925 | $4.69 B | AAPL, XLF, IYW, IYE | 13F-HR | May 14, 2014 | 000146321714000009 | ||
637 | $2.94 B | AAPL, SCHB, IVV, IYW | RESTATEMENT | Feb 20, 2014 | 000146321714000005 |