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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.65B
$8.96 Million 0.07% of portfolio
75,306
Q3 2025 New
$0
$8.82 Million 0.07% of portfolio
91,487
Q3 2025 Reduced 2.03%
$0
$8.79 Million 0.07% of portfolio
232,696
Q3 2025 Reduced 2.31%
$0
$8.8 Million 0.07% of portfolio
60,437
Q3 2025 Added 12.28%
$0
$9.45 Million 0.07% of portfolio
186,824
Q3 2025 Reduced 0.02%
$11.3B
$9.56 Million 0.07% of portfolio
78,064
Q3 2025 Added 197.32%
$224B
$9.07 Million 0.07% of portfolio
29,852
Q3 2025 Added 6.35%
$76.2B
$8.91 Million 0.07% of portfolio
142,595
Q3 2025 Reduced 4.98%
$79.2B
$9.68 Million 0.07% of portfolio
138,871
Q3 2025 Reduced 18.64%
$14.8B
$9.64 Million 0.07% of portfolio
68,482
Q3 2025 Added 20.21%
$6.2B
$9.27 Million 0.07% of portfolio
86,002
Q3 2025 Added 2.86%
$342B
$10 Million 0.07% of portfolio
55,075
Q3 2025 Added 5.59%
$237B
$9.63 Million 0.07% of portfolio
59,369
Q3 2025 Added 1.91%
$0
$9.35 Million 0.07% of portfolio
115,966
Q3 2025 Reduced 3.53%
$25.8B
$9.78 Million 0.07% of portfolio
39,519
Q3 2025 Reduced 1.12%
$0
$8.93 Million 0.07% of portfolio
148,704
Q3 2025 Added 4.72%
$172B
$10 Million 0.07% of portfolio
227,596
Q3 2025 Added 1.12%
$55.6B
$9.49 Million 0.07% of portfolio
64,874
Q3 2025 Added 0.9%
$99.5B
$7.46 Million 0.06% of portfolio
165,396
Q3 2025 Reduced 8.88%
$115B
$7.41 Million 0.06% of portfolio
15,105
Q3 2025 Added 8.34%
$0
$8.25 Million 0.06% of portfolio
352,314
Q3 2025 Added 1.33%
$0
$7.81 Million 0.06% of portfolio
41,156
Q3 2025 Reduced 1.74%
$0
$8.37 Million 0.06% of portfolio
77,931
Q3 2025 Added 4.33%
$0
$7.78 Million 0.06% of portfolio
83,338
Q3 2025 Added 1.03%
$35.1B
$7.79 Million 0.06% of portfolio
62,672
Q3 2025 Added 143.75%
$9.59B
$8.37 Million 0.06% of portfolio
26,979
Q3 2025 Added 1.02%
$0
$8.37 Million 0.06% of portfolio
306,706
Q3 2025 Added 2.72%
$0
$7.7 Million 0.06% of portfolio
276,001
Q3 2025 Reduced 6.62%
$98.6B
$7.44 Million 0.06% of portfolio
78,516
Q3 2025 Reduced 5.11%
$0
$8.45 Million 0.06% of portfolio
327,054
Q3 2025 Reduced 0.44%
$177B
$8.72 Million 0.06% of portfolio
44,795
Q3 2025 Reduced 10.96%
$170B
$7.64 Million 0.06% of portfolio
52,882
Q3 2025 Reduced 6.79%
$136B
$8.69 Million 0.06% of portfolio
36,749
Q3 2025 Reduced 3.59%
$0
$8.09 Million 0.06% of portfolio
137,518
Q3 2025 Added 1.07%
$197B
$6.41 Million 0.05% of portfolio
31,305
Q3 2025 Added 4.77%
$163B
$6.94 Million 0.05% of portfolio
9,663
Q3 2025 Added 29.22%
$128B
$6.66 Million 0.05% of portfolio
345,872
Q3 2025 Reduced 1.93%
$77.2B
$7.17 Million 0.05% of portfolio
33,707
Q3 2025 Reduced 1.38%
$0
$6.12 Million 0.05% of portfolio
84,485
Q3 2025 Reduced 0.67%
$96.4B
$6.5 Million 0.05% of portfolio
52,510
Q3 2025 Added 3.28%
$0
$6.06 Million 0.05% of portfolio
82,582
Q3 2025 Reduced 1.39%
$0
$6.36 Million 0.05% of portfolio
252,649
Q3 2025 Added 3.34%
$0
$6.09 Million 0.05% of portfolio
256,415
Q3 2025 Added 15.53%
$0
$6.62 Million 0.05% of portfolio
112,735
Q3 2025 Reduced 0.35%
$270B
$6.8 Million 0.05% of portfolio
42,791
Q3 2025 Added 3.0%
$86.7B
$6.14 Million 0.05% of portfolio
10,078
Q3 2025 Reduced 4.02%
$40.4B
$6.75 Million 0.05% of portfolio
53,235
Q3 2025 Reduced 3.15%
$6.15B
$7.24 Million 0.05% of portfolio
127,350
Q3 2025 Reduced 40.5%
$19.2B
$7.11 Million 0.05% of portfolio
87,066
Q3 2025 Added 1.28%

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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