United Capital Financial Advisers, LLC Portfolio Holdings
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
United Capital Financial Advisers, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $19.9 Billion distributed in 1060 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 $905M, Ishares Core S&P 500 ETF with a value of $582M, Vanguard Bd Index Fd Inc Short with a value of $406M, Apple Inc. with a value of $343M, and Ishares Tr with a value of $337M.
Examining the 13F form we can see an increase of $8.34B in the current position value, from $11.5B to 19.9B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,060
- Current Value $19.9 Billion
- Prior Value $11.5 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 67 stocks
- Additional Purchases 399 stocks
- Sold out of 0 stocks
- Reduced holdings in 551 stocks