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.
Portfolio value
$19.9 Billion
ETFs: $13 Billion
Technology: $2.35 Billion
Financial Services: $1.31 Billion
Healthcare: $1.09 Billion
Consumer Cyclical: $499 Million
Industrials: $488 Million
Communication Services: $409 Million
Consumer Defensive: $383 Million
Other: $347 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
