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Asset Manager ← All Institutions

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q2 2025 · Filed 2025-08-11
Market Value
$12.3B
+6.1%
Holdings
1,107
+17
New Purchases
72
Added To
416
Closed
46
Reduced
545
Top 10 Concentration
30.6%
Turnover
10.7%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 2.66% 2.10% +0.56% $328M
NVDA 2.03% 1.48% +0.55% $251M
THRO 0.34% 0.00% +0.34% $43M
IEMG 1.64% 1.30% +0.34% $202M
IAGG 0.34% 0.07% +0.28% $42M
EFV 0.84% 0.57% +0.27% $103M
IEFA 3.29% 3.09% +0.21% $407M
VUG 1.89% 1.69% +0.20% $233M
SPMD 0.36% 0.17% +0.19% $44M
AVGO 0.48% 0.31% +0.17% $59M
META 0.91% 0.76% +0.15% $113M
ORCL 0.51% 0.38% +0.13% $63M
BAI 0.13% 0.00% +0.13% $16M
OEF 0.39% 0.26% +0.13% $48M
BIL 0.20% 0.07% +0.13% $25M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
BSV 2.80% 3.31% -0.51% $346M
IVV 4.31% 4.75% -0.45% $532M
AAPL 2.44% 2.80% -0.36% $301M
IUSB 1.63% 1.97% -0.34% $202M
EMXC 0.00% 0.28% -0.27% $400K
UNH 0.07% 0.31% -0.24% $9M
BRK-B 0.87% 1.07% -0.20% $107M
SHM 0.80% 0.99% -0.19% $99M
HEFA 1.21% 1.40% -0.19% $149M
JNK 0.74% 0.90% -0.16% $91M
GOVT 1.46% 1.61% -0.15% $180M
VNQ 0.57% 0.67% -0.10% $70M
MBB 0.97% 1.06% -0.09% $120M
MUB 0.47% 0.56% -0.09% $58M
DBEF 0.87% 0.96% -0.09% $108M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 78 $4.9B 39.3%
Large Cap 728 $6.3B 51.3%
Mid Cap 190 $947M 7.7%
Small Cap 97 $203M 1.6%
Micro Cap 14 $7M 0.1%

Portfolio Analytics

Avg Market Cap
$90.9B
Median Market Cap
$24.4B
Avg P/E
31.7
Median P/E
22.7
Avg Dividend Yield
0.02%
Avg Beta
0.91
# Stocks
746
# ETFs / Funds
361

Top Holdings (1,107 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 7.25% 1,575,401 $895M $568.03 $49M -70,184 -4.3%
2 IVV 4.31% 856,197 $532M $620.90 -$22M -128,662 -13.1%
3 IEFA 3.29% 4,871,864 $407M $83.48 $48M +124,619 +2.6%
4 BSV 2.80% 4,392,617 $346M $78.70 -$39M -525,101 -10.7%
5 MSFT 2.66% 659,548 $328M $497.41 $84M +9,210 +1.4%
6 AAPL 2.44% 1,468,466 $301M $205.17 -$25M -1,036 -0.1%
7 NVDA 2.03% 1,585,815 $251M $157.99 $79M +666 +0.0%
8 VTV 1.99% 1,388,095 $245M $176.74 $5M -5,473 -0.4%
9 BIV 1.93% 3,079,264 $238M $77.34 $16M +173,299 +6.0%
10 VUG 1.89% 531,327 $233M $438.40 $36M +1,004 +0.2%
11 IEMG 1.64% 3,369,175 $202M $60.03 $51M +574,416 +20.6%
12 IUSB 1.63% 4,360,363 $202M $46.23 -$28M -612,076 -12.3%
13 GOVT 1.46% 7,832,116 $180M $22.98 -$7M -293,462 -3.6%
14 HEFA 1.21% 3,936,941 $149M $37.96 -$14M -566,498 -12.6%
15 GOOGL 1.00% 699,628 $123M $176.23 $14M -9,216 -1.3%
16 IJR 0.99% 1,119,971 $122M $109.29 -$2M -66,404 -5.6%
17 AMZN 0.99% 554,450 $122M $219.39 $16M -436 -0.1%
18 IVW 0.98% 1,098,355 $121M $110.10 $7M -129,819 -10.6%
19 MBB 0.97% 1,276,906 $120M $93.89 -$4M -42,036 -3.2%
20 QUAL 0.93% 626,943 $115M $182.82 $6M -7,684 -1.2%
21 META 0.91% 152,835 $113M $738.09 $24M -1,288 -0.8%
22 DBEF 0.87% 2,467,565 $108M $43.75 -$4M -121,494 -4.7%
23 BRK-B 0.87% 220,845 $107M $485.77 -$17M -12,541 -5.4%
24 JPM 0.86% 364,338 $106M $289.91 $15M -6,040 -1.6%
25 IGIB 0.85% 1,968,621 $105M $53.29 -$3M -85,447 -4.2%
26 EFV 0.84% 1,627,235 $103M $63.48 $37M +502,143 +44.6%
27 IVE 0.82% 519,868 $102M $195.42 $7M +25,813 +5.2%
28 SHM 0.80% 2,064,442 $99M $47.83 -$17M -366,824 -15.1%
29 V 0.77% 267,920 $95M $355.05 -$506K -4,953 -1.8%
30 DYNF 0.77% 1,745,131 $95M $54.46 $8M -48,287 -2.7%
31 GOOG 0.75% 524,989 $93M $177.39 $11M +1,857 +0.3%
32 JNK 0.74% 938,536 $91M $97.27 -$13M -156,183 -14.3%
33 COST 0.69% 85,479 $85M $989.93 $2M -1,431 -1.6%
34 VBR 0.59% 372,856 $73M $195.01 -$2M -29,925 -7.4%
35 AGG 0.57% 710,584 $70M $99.20 -$4M -43,928 -5.8%
36 VNQ 0.57% 789,646 $70M $89.06 -$8M -73,773 -8.5%
37 DIS 0.54% 535,217 $66M $124.01 $12M -20,480 -3.7%
38 ORCL 0.51% 290,155 $63M $218.63 $19M -28,369 -8.9%
39 AVGO 0.48% 214,709 $59M $275.65 $23M -2,118 -1.0%
40 SCHG 0.48% 2,023,549 $59M $29.21 $4M -172,890 -7.9%
41 MUB 0.47% 558,968 $58M $104.48 -$7M -61,413 -9.9%
42 JPST 0.47% 1,135,570 $58M $50.68 -$948K -19,846 -1.7%
43 HD 0.46% 156,087 $57M $366.64 -$1M -3,702 -2.3%
44 VNQI 0.44% 1,183,817 $55M $46.15 $62K -164,946 -12.2%
45 IYW 0.44% 315,106 $55M $173.27 $6M -29,335 -8.5%
46 SCHF 0.44% 2,457,149 $54M $22.10 $2M -177,101 -6.7%
47 CSCO 0.42% 755,515 $52M $69.38 $5M -16,480 -2.1%
48 TLH 0.42% 513,096 $52M $101.60 $14M +140,839 +37.8%
49 SBUX 0.41% 557,198 $51M $91.63 -$4M -2,690 -0.5%
50 QCOM 0.41% 317,112 $51M $159.26 $2M -1,242 -0.4%
51 ACN 0.40% 166,635 $50M $298.89 -$5M -8,765 -5.0%
52 SPY 0.40% 80,134 $50M $617.85 $3M -2,887 -3.5%
53 SPGI 0.40% 93,128 $49M $527.29 $833K -1,878 -2.0%
54 SCHX 0.40% 2,002,549 $49M $24.44 $4M -47,572 -2.3%
55 OEF 0.39% 158,609 $48M $304.35 $18M +46,567 +41.6%
56 SCHV 0.39% 1,733,326 $48M $27.67 -$2M -151,322 -8.0%
57 JNJ 0.37% 301,275 $46M $152.75 -$4M +1,658 +0.6%
58 EFG 0.37% 402,630 $45M $112.00 $4M -12,846 -3.1%
59 MA 0.36% 80,068 $45M $561.94 -$164K -2,319 -2.8%
60 ISRG 0.36% 81,748 $44M $543.41 $5M +2,904 +3.7%
61 SPMD 0.36% 816,324 $44M $54.38 $25M +429,673 +111.1%
62 BINC 0.35% 828,959 $44M $52.84 $1M +14,374 +1.8%
63 ASML 0.35% 53,610 $43M $801.39 $7M -575 -1.1%
64 MDT 0.35% 491,215 $43M $87.17 $515K +20,434 +4.3%
65 THRO 0.34% 1,196,978 $43M $35.58 +1,196,978 NEW
66 VBK 0.34% 153,774 $43M $276.94 $3M -2,809 -1.8%
67 IAGG 0.34% 824,028 $42M $51.09 $34M +671,462 +440.1%
68 LLY 0.34% 53,122 $41M $779.52 -$157K +2,794 +5.5%
69 WMT 0.31% 397,422 $39M $97.78 $1M -33,517 -7.8%
70 PG 0.31% 242,533 $39M $159.32 -$889K +10,583 +4.6%
71 UL 0.31% 625,576 $38M $61.17 $70K -15,851 -2.5%
72 NVO 0.31% 552,601 $38M $69.02 -$2M -23,687 -4.1%
73 RTX 0.30% 255,734 $37M $146.02 -$404K -29,230 -10.3%
74 ABBV 0.29% 195,892 $36M $185.62 -$5M -2,244 -1.1%
75 VTI 0.29% 119,548 $36M $303.93 $1M -8,584 -6.7%
76 INTU 0.29% 45,940 $36M $787.62 $8M -516 -1.1%
77 PEP 0.29% 271,757 $36M $132.04 -$6M -8,278 -3.0%
78 IWF 0.28% 82,263 $35M $424.58 $5M -855 -1.0%
79 KKR 0.28% 258,102 $34M $133.03 $5M +106 +0.0%
80 CVX 0.28% 238,890 $34M $143.19 -$7M -8,996 -3.6%
81 LOW 0.28% 153,103 $34M $221.87 -$2M -2,726 -1.8%
82 ADBE 0.27% 86,305 $33M $386.88 -$4M -10,071 -10.4%
83 SGOV 0.26% 318,126 $32M $100.69 -$941K -9,406 -2.9%
84 NFLX 0.26% 23,603 $32M $1,339.15 $9M -768 -3.1%
85 MTUM 0.25% 129,350 $31M $240.32 $4M -6,048 -4.5%
86 AXP 0.25% 97,311 $31M $318.98 $5M -316 -0.3%
87 IJH 0.25% 493,559 $31M $62.02 $759K -18,042 -3.5%
88 CRM 0.24% 109,848 $30M $272.69 $122K -1,318 -1.2%
89 XOM 0.24% 276,396 $30M $107.80 -$3M +1,267 +0.5%
90 IGSB 0.24% 556,731 $29M $52.76 -$1M -32,270 -5.5%
91 TSLA 0.23% 90,432 $29M $317.66 $6M +3,563 +4.1%
92 HYMB 0.23% 1,140,355 $28M $24.78 -$4M -147,330 -11.4%
93 ARES 0.23% 162,471 $28M $173.20 $3M -6,584 -3.9%
94 ABT 0.23% 204,600 $28M $136.01 -$194K -6,641 -3.1%
95 TMUS 0.22% 116,423 $28M $238.26 -$4M -837 -0.7%
96 VB 0.22% 115,757 $27M $236.98 $2M +3,290 +2.9%
97 DE 0.22% 53,806 $27M $508.49 $1M -1,888 -3.4%
98 AMT 0.22% 123,210 $27M $221.02 -$18K -2,021 -1.6%
99 BKNG 0.21% 4,502 $26M $5,789.10 $5M -33 -0.7%
100 BIL 0.20% 271,517 $25M $91.73 $16M +178,154 +190.8%

Options Breakdown

2 Calls $2M Call Value 8 Puts $30M Put Value 13.1 P/C Ratio

Top Calls

SymbolSharesValueStatus
SPY 3,700 $2M
MAR $0 SOLD

Top Puts

SymbolSharesValueStatus
SPY 32,000 $20M
KRE 52,800 $3M
AAPL 8,500 $2M
BRK-B 2,600 $1M
MSFT 2,300 $1M
META 1,400 $1M NEW
LLY 1,200 $935K
CRWD 1,800 $917K

New Positions

SymbolValue% Port
THRO $43M 0.34%
BAI $16M 0.13%
CIG $4M 0.04%
LQDH $2M 0.02%
ONB $2M 0.01%
FIXT $2M 0.01%
USIG $1M 0.01%
INDA $804K 0.01%
VGUS $786K 0.01%
HYD $713K 0.01%
FAPR $708K 0.01%
HOOD $648K 0.01%
GBIL $620K 0.01%
AIQ $518K —%
NBTB $509K —%

Sold Out Positions

SymbolValue% Port
PDI —%
AR —%
BKH —%
IVZ —%
CE —%
PRMB —%
AIT —%
DNP —%
TDS —%
ABEV —%
ACP —%
OGN —%
YUMC —%
CRL —%
FR —%
View SEC EDGAR Filings for UNITED CAPITAL FINANCIAL ADVISORS, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms