United Capital Financial Advisers, LLC Portfolio Holdings

United Capital Financial Advisers, LLC

  • $13.5 Billion
  • Q3 2025

United Capital Financial Advisers, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $13.5 Billion distributed in 1203 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $949M, Ishares Core S&P 500 ETF with a value of $572M, Ishares Tr with a value of $431M, Apple Inc. with a value of $395M, and Repligen Corp with a value of $368M.

Examining the 13F form we can see an increase of $1.34B in the current position value, from $12.1B to 13.5B.

United Capital Financial Advisers, LLC is based out at Newport Beach, CA

Below you can find more details about United Capital Financial Advisers, LLC portfolio as well as his latest detailed transactions.

Portfolio value $13.5 Billion
ETFs: $7.48 Billion
Technology: $1.9 Billion
Healthcare: $916 Million
Financial Services: $860 Million
Communication Services: $592 Million
Industrials: $524 Million
Consumer Cyclical: $487 Million
Consumer Defensive: $331 Million
Other: $354 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$395 Million 2.93% of portfolio
1,549,938
Q3 2025 Added 5.55%
$8.46B
$368 Million 2.74% of portfolio
2,755,943
Q3 2025 New
$3.78T
$360 Million 2.68% of portfolio
695,753
Q3 2025 Added 5.49%
$465B
$339 Million 2.52% of portfolio
1,817,380
Q3 2025 Added 14.6%
$1.65T
$189 Million 1.4% of portfolio
777,107
Q3 2025 Added 11.07%
$2.39T
$134 Million 0.99% of portfolio
609,279
Q3 2025 Added 9.89%
$1.74T
$128 Million 0.95% of portfolio
527,271
Q3 2025 Added 0.43%
$662B
$124 Million 0.93% of portfolio
247,569
Q3 2025 Added 12.1%
$881B
$113 Million 0.84% of portfolio
356,996
Q3 2025 Reduced 2.02%
$1.37T
$113 Million 0.84% of portfolio
153,259
Q3 2025 Added 0.28%
$533B
$89.6 Million 0.67% of portfolio
262,467
Q3 2025 Reduced 2.04%
$593B
$88.4 Million 0.66% of portfolio
314,241
Q3 2025 Added 8.3%
$404B
$78 Million 0.58% of portfolio
84,313
Q3 2025 Reduced 1.36%
$139B
$63.2 Million 0.47% of portfolio
191,716
Q3 2025 Reduced 10.71%
$522B
$63.7 Million 0.47% of portfolio
343,331
Q3 2025 Added 13.96%
$187B
$59 Million 0.44% of portfolio
354,850
Q3 2025 Added 11.9%
$367B
$58.5 Million 0.43% of portfolio
144,371
Q3 2025 Reduced 7.51%
$414B
$56.3 Million 0.42% of portfolio
243,350
Q3 2025 Added 24.23%
$405B
$52 Million 0.39% of portfolio
53,726
Q3 2025 Added 0.22%
$319B
$52.8 Million 0.39% of portfolio
771,359
Q3 2025 Added 2.1%
$97.3B
$51.4 Million 0.38% of portfolio
607,893
Q3 2025 Added 9.1%
$1.29T
$48.1 Million 0.36% of portfolio
108,147
Q3 2025 Added 19.59%
$128B
$47.5 Million 0.35% of portfolio
498,940
Q3 2025 Added 1.57%
$159B
$44.2 Million 0.33% of portfolio
90,875
Q3 2025 Reduced 2.42%
$971B
$43.5 Million 0.32% of portfolio
57,064
Q3 2025 Added 7.42%
$346B
$43.3 Million 0.32% of portfolio
282,031
Q3 2025 Added 16.29%
$512B
$42.2 Million 0.31% of portfolio
74,245
Q3 2025 Reduced 7.27%
$255B
$41 Million 0.3% of portfolio
123,428
Q3 2025 Added 26.84%
$279B
$40.2 Million 0.3% of portfolio
389,685
Q3 2025 Reduced 1.95%
$152B
$39.4 Million 0.29% of portfolio
159,614
Q3 2025 Reduced 4.21%
$140B
$38.8 Million 0.29% of portfolio
154,206
Q3 2025 Added 0.72%
$204B
$39.1 Million 0.29% of portfolio
278,735
Q3 2025 Added 2.57%
$258B
$38 Million 0.28% of portfolio
227,150
Q3 2025 Reduced 11.18%
$150B
$37.2 Million 0.28% of portfolio
627,379
Q3 2025 Added 0.29%
$303B
$37 Million 0.27% of portfolio
238,012
Q3 2025 Reduced 0.37%
$193B
$35.6 Million 0.26% of portfolio
79,636
Q3 2025 Reduced 2.58%
$109B
$35.4 Million 0.26% of portfolio
637,807
Q3 2025 Added 15.42%
$103B
$32.3 Million 0.24% of portfolio
248,471
Q3 2025 Reduced 3.73%
$490B
$31.2 Million 0.23% of portfolio
276,913
Q3 2025 Added 0.19%
$1.46T
$31 Million 0.23% of portfolio
110,827
Q3 2025 Added 18.43%
$237B
$29.9 Million 0.22% of portfolio
126,298
Q3 2025 Added 14.98%
$49.1B
$27.9 Million 0.21% of portfolio
23,268
Q3 2025 Reduced 1.42%
$228B
$27 Million 0.2% of portfolio
201,587
Q3 2025 Reduced 1.47%
$151B
$27.1 Million 0.2% of portfolio
76,754
Q3 2025 Reduced 11.07%
$79.6B
$27.2 Million 0.2% of portfolio
219,509
Q3 2025 Reduced 2.9%
$54.4B
$26.6 Million 0.2% of portfolio
85,730
Q3 2025 Added 96.47%
$94.5B
$26.9 Million 0.2% of portfolio
78,998
Q3 2025 Added 1.07%
$182B
$27.1 Million 0.2% of portfolio
39,647
Q3 2025 Reduced 13.7%
$269B
$26.6 Million 0.2% of portfolio
111,326
Q3 2025 Reduced 4.38%

Summary

  • Portfolio
  • No. of Stocks 1,203
  • Current Value $13.5 Billion
  • Prior Value $12.1 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 142 stocks
  • Additional Purchases 569 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 447 stocks
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