UNITED CAPITAL FINANCIAL ADVISORS, LLC

Q1 2025 13F Holdings

  • Location
    irving, TX
  • Num holdings

    1,063

  • Value ($000)

    $11,686,820

  • Date Filed
    05/13/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD S&P 500 ETF

EXCHANGE TRADED FUND
922908363
$845.68M
7 %

1,645,585

IVV
IVV

ISHARES CORE S&P 500 ETF

EXCHANGE TRADED FUND
464287200
$553.39M
5 %

984,859

BSV
BSV

VANGUARD SHORT-TERM BOND ETF

EXCHANGE TRADED FUND
921937827
$384.96M
3 %

4,917,718

IEFA
IEFA

ISHARES CORE MSCI EAFE ETF

EXCHANGE TRADED FUND
46432F842
$359.13M
3 %

4,747,245

AAPL
AAPL

APPLE INC.

COMMON STOCK
037833100
$326.42M
3 %

1,469,502

MSFT
MSFT

MICROSOFT CORPORATION

COMMON STOCK
594918104
$244.13M
2 %

650,338

VTV
VTV

VANGUARD VALUE ETF

EXCHANGE TRADED FUND
922908744
$240.72M
2 %

1,393,568

IUSB
IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

EXCHANGE TRADED FUND
46434V613
$229.13M
2 %

4,972,439

BIV
BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

EXCHANGE TRADED FUND
921937819
$222.51M
2 %

2,905,965

VUG
VUG

VANGUARD GROWTH ETF

EXCHANGE TRADED FUND
922908736
$196.65M
2 %

530,323

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