United Capital Financial Advisers, LLC ETFs

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$435,000 0.0% of portfolio	17,957	Q1 2025 Added 50.34%
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$423,000 0.0% of portfolio	9,765	Q1 2025 Added 77.55%
ESGD Ishares Trust Ishares Esg Awar	$0	$414,000 0.0% of portfolio	5,070	Q4 2024 Added 0.84%
DGS Wisdomtree Emerging Markets Sm	$0	$412,000 0.0% of portfolio	8,534	Q1 2025 Reduced 12.19%
AOM Ishares Tr Core Moderate Alloc	$0	$396,000 0.0% of portfolio	9,046	Q1 2025 Reduced 4.29%
IYJ Ishares Tr	$0	$383,000 0.0% of portfolio	2,947	Q1 2025 Reduced 6.65%
BSCR Invesco Et Self Idxd Fd Tr Bul	$0	$370,000 0.0% of portfolio	18,935	Q1 2025 Reduced 21.05%
BSCS Invesco ETF Fd Tr Invesco Bull	$0	$370,000 0.0% of portfolio	18,205	Q1 2025 Reduced 20.55%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$370,000 0.0% of portfolio	15,823	Q1 2025 Added 6.77%
XLRE Select Sector Spdr Tr Real Est	$0	$360,000 0.0% of portfolio	8,626	Q1 2025 Reduced 14.86%
SLV I Shares Silver Trust	$18.5B	$344,000 0.0% of portfolio	11,108	Q1 2025 Added 29.49%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$343,000 0.0% of portfolio	17,652	Q1 2025 Reduced 23.36%
IGE Ishares Tr North Amern Nat Res	$0	$341,000 0.0% of portfolio	7,500	Q2 2023 New
AVDE American Centy ETF Tr Avantis	$0	$324,000 0.0% of portfolio	4,897	Q4 2023 Added 7.56%
HEDJ Wisdomtree Europe Hedged Equit	$0	$323,000 0.0% of portfolio	6,810	Q1 2025 New
FSMD Fidelity Covington Tr Small Mi	$0	$318,000 0.0% of portfolio	8,144	Q1 2025 New
DHS Wisdomtree Tr U.S	$0	$317,000 0.0% of portfolio	3,200	Q1 2025 Reduced 11.11%
VCR Vanguard Consumer Discretionar	$0	$316,000 0.0% of portfolio	972	Q1 2025 Added 0.21%
VONG Vanguard Russell 1000 Growth E	$0	$306,000 0.0% of portfolio	3,298	Q4 2024 Added 4.3%
FNDC Schwab Fundamental Intl Small	$0	$302,000 0.0% of portfolio	8,343	Q1 2025 Reduced 5.68%
FNDX Schwab Fundamental U S Large C	$0	$292,000 0.0% of portfolio	12,402	Q1 2025 New
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$282,000 0.0% of portfolio	1,480	Q4 2024 Added 0.54%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$280,000 0.0% of portfolio	13,548	Q1 2025 Added 5.82%
IYE Ishares Tr	$0	$275,000 0.0% of portfolio	5,594	Q4 2024 Reduced 22.31%
DFEB Ft Tr ETF Viii Ft Cboe Vest Us	$0	$273,000 0.0% of portfolio	6,500	Q1 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$267,000 0.0% of portfolio	4,302	Q1 2025 Added 1.73%
SCHR Schwab Intermediate Term Us Tr	$0	$266,000 0.0% of portfolio	10,739	Q1 2025 New
IRBO Ishares Robotics & Artificial	$0	$265,000 0.0% of portfolio	8,270	Q1 2025 Added 5.08%
VHT Vanguard Health Care ETF	$0	$263,000 0.0% of portfolio	996	Q1 2025 Reduced 14.8%
EMLP First Tr Exchange Traded Iv	$0	$258,000 0.0% of portfolio	6,901	Q1 2025 Reduced 15.88%
DXJ Wisdomtree Trust Japan Hedged	$0	$258,000 0.0% of portfolio	2,342	Q1 2025 Reduced 6.02%
QTEC First Trust Nasdaq 100 Technol	$0	$253,000 0.0% of portfolio	1,461	Q1 2025 Added 1.74%
SUSA Ishares Tr Msci Usa Esg Select	$0	$246,000 0.0% of portfolio	2,143	Q1 2025 Reduced 39.9%
SCHP Schwab Strategic Us Tips ETF	$0	$245,000 0.0% of portfolio	9,133	Q1 2025 Added 5.46%
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$242,000 0.0% of portfolio	5,847	Q1 2025 Added 7.94%
HLAL Listed Fds Tr Wahed Ftse Usa S	$0	$242,000 0.0% of portfolio	4,969	Q4 2024 Added 10.45%
ITA Ishares Tr	$0	$229,000 0.0% of portfolio	1,501	Q1 2025 Reduced 28.56%
STIP Ishares Barclays 0 5 Year Tips	$0	$223,000 0.0% of portfolio	2,162	Q1 2025 Reduced 0.92%
VOOG Vanguard S&P 500 Growth ETF	$0	$223,000 0.0% of portfolio	667	Q1 2025 Reduced 0.6%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$223,000 0.0% of portfolio	2,315	Q3 2024 Reduced 2.36%
FTSL First Trust Senior Ln Fund	$0	$219,000 0.0% of portfolio	4,806	Q1 2025 Reduced 19.58%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$214,000 0.0% of portfolio	4,306	Q1 2025 New
WTAI Wisdomtree Tr Artificial Intel	$0	$214,000 0.0% of portfolio	11,300	Q2 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$212,000 0.0% of portfolio	9,875	Q1 2025 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$211,000 0.0% of portfolio	3,330	Q1 2025 Reduced 2.94%
FEX First Tr Large Cap Core Alphde	$0	$208,000 0.0% of portfolio	2,039	Q1 2025 Reduced 2.39%
BOND Pimco Active Bond Exchange Tra	$0	$208,000 0.0% of portfolio	2,253	Q1 2025 New
BSMV Invesco ETF Self Indexed Fd Tr	$0	$200,000 0.0% of portfolio	9,668	Q1 2025 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$127,000 0.0% of portfolio	11,398	Q1 2025 Reduced 3.44%
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	8,000	Q1 2025 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.