UNITED CAPITAL FINANCIAL ADVISORS, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Irving, TX
CIK
0001463217
Alternate names
UNITED CAPITAL FINANCIAL ADVISERS, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,060 12,050,975 VOO, IVV, BSV, AAPL 13F-HR 2/14/2024 000137231224000002
Q3 2023 830 15,262,975 VOO, BSV, IEFA, IVV 13F-HR 11/14/2023 000137231223000007
Q2 2023 886 18,341,879 VOO, BSV, IEFA, IVV 13F-HR 8/14/2023 000146321723000003
Q1 2023 964 17,916,444 VOO, BSV, IEFA, IVV RESTATEMENT 8/14/2023 000146321723000004
Q4 2022 1,033 17,830,590 VOO, BSV, IEFA, IVV 13F-HR 2/14/2023 000146321723000001
Q3 2022 1,083 16,932,506 VOO, BSV, IVV, GOVT 13F-HR 11/14/2022 000146321722000005
Q2 2022 1,119 18,215,580 VOO, AGG, IVV, GOVT 13F-HR 8/11/2022 000146321722000004
Q1 2022 1,160 20,580,751 VOO, AGG, IVV, AAPL 13F-HR 5/16/2022 000146321722000003
Q4 2021 1,199 21,715,747 VOO, AGG, IVV, AAPL 13F-HR 2/14/2022 000146321722000001
Q3 2021 1,196 20,006,783 AGG, VOO, GOVT, IVV 13F-HR 11/15/2021 000146321721000005
Q2 2021 1,214 19,854,134 AGG, VOO, GOVT, IVV 13F-HR 8/13/2021 000146321721000004
Q1 2021 1,181 18,071,512 AGG, GOVT, IVV, IEFA 13F-HR 5/14/2021 000146321721000003
Q4 2020 1,188 16,596,670 GOVT, AAPL, AGG, IVV 13F-HR 2/17/2021 000146321721000001
Q3 2020 1,153 15,324,167 GOVT, AAPL, IVV, IEFA 13F-HR 11/13/2020 000146321720000005
Q2 2020 1,186 13,748,835 GOVT, IVV, AAPL, VUG 13F-HR 8/13/2020 000146321720000004
Q1 2020 1,182 12,104,053 GOVT, IVV, AAPL, VUG RESTATEMENT 8/11/2020 000146321720000003
Q4 2019 1,367 15,500,435 GOVT, IVV, AAPL, VUG 13F-HR 2/14/2020 000146321720000001
Q3 2019 1,308 14,298,927 GOVT, IVV, VUG, VTV RESTATEMENT 2/14/2020 000137231220000002
Q2 2019 1,461 15,296,537 GOVT, IVV, IEFA, VUG 13F-HR 8/13/2019 000137231219000004
Q1 2019 1,350 14,224,668 GOVT, IVV, IEFA, VUG 13F-HR 5/14/2019 000146321719000004
Q4 2018 1,281 12,587,478 GOVT, SHY, IVV, IEFA 13F-HR 2/14/2019 000146321719000001
Q3 2018 1,326 14,226,826 GOVT, IVV, AAPL, VUG 13F-HR 11/14/2018 000146321718000006
Q2 2018 1,302 13,414,941 GOVT, IVV, IEFA, NEAR 13F-HR 8/14/2018 000146321718000004
Q1 2018 1,307 13,114,744 GOVT, IEFA, IVV, VUG 13F-HR 5/15/2018 000146321718000003
Q4 2017 1,307 12,666,605 GOVT, IVV, IEFA, VTV 13F-HR 2/13/2018 000146321718000001
Q3 2017 1,307 11,792,004 GOVT, IVV, IEFA, IGIB 13F-HR 11/14/2017 000146321717000005
Q2 2017 1,270 11,168,009 GOVT, IVV, IEFA, IGIB 13F-HR 8/14/2017 000146321717000004
Q1 2017 1,237 10,731,978 GOVT, IVV, IEFA, AAPL 13F-HR 5/12/2017 000146321717000003
Q4 2016 1,250 10,296,580 IVV, GOVT, NEAR, IEFA 13F-HR 2/15/2017 000146321717000002
Q3 2016 1,256 10,298,245 IVV, GOVT, IEFA, IGIB 13F-HR 11/14/2016 000146321716000014
Q2 2016 1,248 9,817,429 NEAR, IVV, Hertz Global Holdings Inc, IEFA 13F-HR 8/15/2016 000146321716000013
Q1 2016 1,213 9,068,802 NEAR, SHYG, IVV, IEFA 13F-HR 5/11/2016 000146321716000012
Q4 2015 1,204 8,689,166 NEAR, SHYG, IVV, AAPL 13F-HR 2/11/2016 000137231216000009
Q3 2015 1,239 8,328,516 NEAR, IGSB, SHYG, AAPL 13F-HR 11/13/2015 000146321715000009
Q2 2015 1,250 8,636,362 IGSB, NEAR, AAPL, IVV 13F-HR 8/11/2015 000137231215000004
Q1 2015 1,236 8,181,737 AAPL, IGSB, BSJF, IEFA 13F-HR 5/14/2015 000146321715000008
Q4 2014 1,148 6,678,785 AAPL, BSJF, IVV, MINT NEW HOLDINGS 3/18/2015 000146321715000006
Q4 2014 1,142 6,634,578 AAPL, BSJF, IVV, MINT 13F-HR 2/13/2015 000146321715000005
Q3 2014 1,098 5,758,660 AAPL, BSJF, IVV, VTI 13F-HR 11/13/2014 000146321714000015
Q2 2014 778 5,389,959 AAPL, EFA, IVW, IVV 13F-HR 8/13/2014 000146321714000013
Q1 2014 925 4,693,528 AAPL, XLF, IYW, IYE 13F-HR 5/14/2014 000146321714000009
Q4 2013 637 2,938,140 AAPL, SCHB, IVV, IYW RESTATEMENT 2/20/2014 000146321714000005
Additional filings from United Capital Financial Advisors, LLC that have since been restated