UNITED CAPITAL FINANCIAL ADVISERS, LLC Portfolio Holdings
Q3 2025•1,189 long positions•$13.8B portfolio value
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Holding1,219 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $949.3M 6.86% | -$15.5M Sold | — 1.6M shares | 1.6M → 1.6M −$15.5M | -1.61% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $571.7M 4.13% | -$1.4M Sold | — 854.1K shares | 856.2K → 854.1K −$1.4M | -0.24% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $431.4M 3.12% | +$6.0M Bought | — 4.9M shares | 4.9M → 4.9M +$6.0M | +1.42% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Consumer Electronics Technology | $394.7M 2.85% | +$20.7M Bought | 0.01% 1.5M shares | 1.5M → 1.5M +$20.7M | +5.55% | $3.78T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Medical - Instruments & Supplies Healthcare | $368.4M 2.66% | +$368.4M Bought | 4.9% 2.8M shares | — | — | $7.5B Mid Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $360.4M 2.6% | +$18.8M Bought | 0.009% 695.8K shares | 659.5K → 695.8K +$18.8M | +5.49% | $3.85T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $339.1M 2.45% | +$43.2M Bought | 0.007% 1.8M shares | 1.6M → 1.8M +$43.2M | +14.6% | $4.54T Mega Cap | Q1 2014 Held for 11y 8m | |
ETF ETF | $308.1M 2.23% | -$38.5M Sold | — 3.9M shares | 4.4M → 3.9M −$38.5M | -11.11% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $264.7M 1.91% | +$24.2M Bought | — 3.4M shares | 3.1M → 3.4M +$24.2M | +10.07% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $264.6M 1.91% | +$5.7M Bought | — 1.4M shares | 1.4M → 1.4M +$5.7M | +2.2% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $255.9M 1.85% | +$1.0M Bought | — 533.5K shares | 531.3K → 533.5K +$1.0M | +0.41% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $231.0M 1.67% | +$8.9M Bought | — 3.5M shares | 3.4M → 3.5M +$8.9M | +4.01% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $188.9M 1.36% | +$18.8M Bought | 0.006% 777.1K shares | 699.6K → 777.1K +$18.8M | +11.07% | $2.95T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $182.8M 1.32% | -$20.9M Sold | — 3.9M shares | 4.4M → 3.9M −$20.9M | -10.27% | — — | Q1 2018 Held for 7y 8m | |
ETF ETF | $182.4M 1.32% | +$1.3M Bought | — 7.9M shares | 7.8M → 7.9M +$1.3M | +0.74% | — — | Q2 2016 Held for 9y 5m | |
ETF ETF | $151.7M 1.1% | -$4.3M Sold | — 3.8M shares | 3.9M → 3.8M −$4.3M | -2.73% | — — | Q2 2015 Held for 10y 5m | |
Specialty Retail Consumer Cyclical | $133.8M 0.966% | +$12.0M Bought | 0.006% 609.3K shares | 554.5K → 609.3K +$12.0M | +9.89% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $129.3M 0.934% | -$3.8M Sold | — 1.1M shares | 1.1M → 1.1M −$3.8M | -2.87% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $128.6M 0.929% | -$4.0M Sold | — 1.1M shares | 1.1M → 1.1M −$4.0M | -3.01% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $128.4M 0.928% | +$555.8K Bought | 0.004% 527.3K shares | 525.0K → 527.3K +$555.8K | +0.43% | $2.95T Mega Cap | Q2 2014 Held for 11y 5m | |
Insurance - Diversified Financial Services | $124.5M 0.899% | +$13.4M Bought | 0.011% 247.6K shares | 220.8K → 247.6K +$13.4M | +12.1% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $123.6M 0.893% | +$2.1M Bought | — 1.3M shares | 1.3M → 1.3M +$2.1M | +1.73% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $121.9M 0.881% | +$18.6M Bought | — 2.1M shares | 1.7M → 2.1M +$18.6M | +18.03% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $113.1M 0.817% | -$1.4M Sold | — 2.4M shares | 2.5M → 2.4M −$1.4M | -1.25% | — — | Q2 2014 Held for 11y 5m | |
Banks - Diversified Financial Services | $112.6M 0.813% | -$2.3M Sold | 0.013% 357.0K shares | 364.3K → 357.0K −$2.3M | -2.02% | $867.35B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $112.6M 0.813% | +$311.4K Bought | 0.006% 153.3K shares | 152.8K → 153.3K +$311.4K | +0.28% | $1.84T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $110.9M 0.801% | +$3.5M Bought | — 536.9K shares | 519.9K → 536.9K +$3.5M | +3.27% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $105.6M 0.763% | -$901.4K Sold | — 2.0M shares | 2.0M → 2.0M −$901.4K | -0.85% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $101.0M 0.73% | -$20.9M Sold | — 519.3K shares | 626.9K → 519.3K −$20.9M | -17.16% | — — | Q1 2020 Held for 5y 8m | |
ETF ETF | $96.2M 0.695% | -$3.4M Sold | — 2.0M shares | 2.1M → 2.0M −$3.4M | -3.37% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $94.4M 0.682% | +$41.6M Bought | — 283.6K shares | 158.6K → 283.6K +$41.6M | +78.83% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $92.0M 0.665% | -$18.3M Sold | — 1.4M shares | 1.6M → 1.4M −$18.3M | -16.62% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Financial - Credit Services Financial Services | $89.6M 0.647% | -$1.9M Sold | 0.014% 262.5K shares | 267.9K → 262.5K −$1.9M | -2.04% | $662.60B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Software - Infrastructure Technology | $88.4M 0.638% | +$6.8M Bought | 0.011% 314.2K shares | 290.2K → 314.2K +$6.8M | +8.3% | $801.76B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $78.7M 0.569% | -$13.2M Sold | — 803.3K shares | 938.5K → 803.3K −$13.2M | -14.41% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Discount Stores Consumer Defensive | $78.0M 0.564% | -$1.1M Sold | 0.019% 84.3K shares | 85.5K → 84.3K −$1.1M | -1.36% | $410.27B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $73.0M 0.527% | -$4.8M Sold | — 349.7K shares | 372.9K → 349.7K −$4.8M | -6.21% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $72.3M 0.522% | +$1.1M Bought | — 721.4K shares | 710.6K → 721.4K +$1.1M | +1.52% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $68.4M 0.494% | -$3.8M Sold | — 748.4K shares | 789.6K → 748.4K −$3.8M | -5.22% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Drug Manufacturers - General Healthcare | $63.7M 0.46% | +$7.8M Bought | 0.014% 343.3K shares | 301.3K → 343.3K +$7.8M | +13.96% | $446.55B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $63.2M 0.457% | -$7.6M Sold | 0.004% 191.7K shares | 214.7K → 191.7K −$7.6M | -10.71% | $1.56T Mega Cap | Q3 2015 Held for 10y 2m | |
ETF ETF | $62.6M 0.452% | -$2.0M Sold | — 2.0M shares | 2.0M → 2.0M −$2.0M | -3.12% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $62.5M 0.451% | +$9.6M Bought | — 606.4K shares | 513.1K → 606.4K +$9.6M | +18.19% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $60.7M 0.438% | +$14.0M Bought | — 1.1M shares | 816.3K → 1.1M +$14.0M | +29.94% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $60.5M 0.437% | +$956.5K Bought | — 568.0K shares | 559.0K → 568.0K +$956.5K | +1.61% | — — | ≤ Q2 2013 Held for 12y 5m+ | |
Semiconductors Technology | $59.0M 0.426% | +$6.3M Bought | 0.033% 354.9K shares | 317.1K → 354.9K +$6.3M | +11.9% | $179.50B Large Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Entertainment Communication Services | $58.6M 0.423% | -$2.7M Sold | 0.028% 512.0K shares | 535.2K → 512.0K −$2.7M | -4.34% | $205.86B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Home Improvement Consumer Cyclical | $58.5M 0.423% | -$4.7M Sold | 0.015% 144.4K shares | 156.1K → 144.4K −$4.7M | -7.51% | $403.32B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
ETF ETF | $58.4M 0.422% | +$777.4K Bought | — 1.2M shares | 1.1M → 1.2M +$777.4K | +1.35% | — — | Q4 2018 Held for 6y 11m | |
Drug Manufacturers - General Healthcare | $56.3M 0.407% | +$11.0M Bought | 0.014% 243.4K shares | 195.9K → 243.4K +$11.0M | +24.23% | $409.03B Mega Cap | ≤ Q2 2013 Held for 12y 5m+ |
