United Capital Financial Advisers, LLC
CIK Number: 0001463217
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 1.65M | -0.67% | 845.68M | 362 | 7.24% | Share |
| 2 | IVV | iShares Core S&... | 648.15 | +0.01% | 984.86K | +1.50% | 553.39M | 317.17 | 4.74% | Share |
| 3 | BSV | Vanguard Short-... | 78.63 | -0.12% | 4.92M | -4.77% | 384.96M | 75.43 | 3.29% | Share |
| 4 | IEFA | iShares Core MS... | 85.61 | -0.04% | 4.75M | +8.95% | 359.13M | 61.77 | 3.07% | Share |
| 5 | AAPL | Apple Inc. | 232.81 | -0.22% | 1.47M | +1.90% | 326.42M | 34.37 | 2.79% | Share |
| 6 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 650.34K | +4.53% | 244.13M | 108.4 | 2.09% | Share |
| 7 | VTV | Vanguard Value ... | 180.44 | -0.2% | 1.39M | +2.45% | 240.72M | 95.82 | 2.06% | Share |
| 8 | IUSB | iShares Core To... | 46.20 | -0.26% | 4.97M | -3.97% | 229.13M | 46.01 | 1.96% | Share |
| 9 | BIV | Vanguard Interm... | 77.31 | -0.3% | 2.91M | +8.98% | 222.51M | 74.05 | 1.90% | Share |
| 10 | VUG | Vanguard Growth... | 463.54 | +0.15% | 530.32K | +1.58% | 196.65M | 122.77 | 1.68% | Share |
| 11 | GOVT | iShares U.S. Tr... | 22.89 | -0.26% | 8.13M | +3.34% | 186.81M | 25.88 | 1.60% | Share |
| 12 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 1.59M | +3.82% | 171.8M | 25.82 | 1.47% | Share |
| 13 | HEFA | iShares Currenc... | 38.95 | +0.53% | 4.5M | +5.28% | 163.43M | 31.59 | 1.40% | Share |
| 14 | IEMG | iShares Core MS... | 61.97 | -1.17% | 2.79M | +17.07% | 150.83M | 52.17 | 1.29% | Share |
| 15 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 233.39K | +1.82% | 124.3M | 159.36 | 1.06% | Share |
| 16 | IJR | iShares Core S&... | 115.17 | -1.4% | 1.19M | +7.03% | 124.06M | 89.35 | 1.06% | Share |
| 17 | MBB | iShares MBS ETF | 93.62 | -0.34% | 1.32M | -11.39% | 123.69M | 105.31 | 1.06% | Share |
| 18 | SHM | SPDR Nuveen Blo... | 48.18 | -0.02% | 2.43M | -0.97% | 115.73M | 48.47 | 0.99% | Share |
| 19 | IVW | iShares S&P 500... | 115.82 | +0.14% | 1.23M | -3.26% | 114.01M | 70.38 | 0.98% | Share |
| 20 | DBEF | Xtrackers MSCI ... | 45.66 | +0.32% | 2.59M | -2.27% | 112.11M | 28.96 | 0.96% | Share |
| 21 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 708.84K | +6.22% | 109.62M | 66.75 | 0.94% | Share |
| 22 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 634.63K | +13.82% | 108.45M | 148.8 | 0.93% | Share |
| 23 | IGIB | iShares 5-10 Ye... | 53.45 | -0.26% | 2.05M | +0.56% | 107.88M | 55.93 | 0.92% | Share |
| 24 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 554.89K | +1.57% | 105.57M | 94.24 | 0.90% | Share |
| 25 | JNK | SPDR Bloomberg ... | 96.91 | -0.27% | 1.09M | -6.96% | 104.33M | 102.68 | 0.89% | Share |
| 26 | V | Visa Inc. | 345.40 | +0.83% | 272.87K | -6.4% | 95.63M | 144.95 | 0.82% | Share |
| 27 | IVE | iShares S&P 500... | 202.03 | -0.1% | 494.06K | +38.24% | 94.16M | 171.86 | 0.81% | Share |
| 28 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 370.38K | -1.94% | 90.85M | 71.2 | 0.78% | Share |
| 29 | META | Meta Platforms,... | 781.96 | +0.24% | 154.12K | +2.41% | 88.83M | 198.3 | 0.76% | Share |
| 30 | DYNF | BlackRock U.S. ... | 57.23 | +0.22% | 1.79M | -1.27% | 87.45M | 44.4 | 0.75% | Share |
| 31 | COST | Costco Wholesal... | 975.42 | -0.35% | 86.91K | -4.86% | 82.2M | 205.03 | 0.70% | Share |
| 32 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 523.13K | -0.59% | 81.73M | 43.55 | 0.70% | Share |
| 33 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 863.42K | -3.48% | 78.17M | 79.77 | 0.67% | Share |
| 34 | VBR | Vanguard Small ... | 204.30 | -1.15% | 402.78K | -4.43% | 75.03M | 116.11 | 0.64% | Share |
| 35 | AGG | iShares Core U.... | 99.10 | -0.27% | 754.51K | +3.80% | 74.64M | 111.55 | 0.64% | Share |
| 36 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 1.13M | -23.24% | 66.31M | 55.21 | 0.57% | Share |
| 37 | MUB | iShares Nationa... | 104.03 | -0.18% | 620.38K | +3.83% | 65.41M | 112.28 | 0.56% | Share |
| 38 | HD | The Home Depot,... | 400.32 | -1.68% | 159.79K | -15.49% | 58.56M | 234.1 | 0.50% | Share |
| 39 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 1.16M | +12.67% | 58.5M | 50.49 | 0.50% | Share |
| 40 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 2.2M | -1.61% | 55M | 8.77 | 0.47% | Share |
| 41 | SBUX | Starbucks Corpo... | 93.05 | -1.2% | 559.89K | -10.05% | 54.92M | 57.66 | 0.47% | Share |
| 42 | DIS | The Walt Disney... | 116.33 | -0.27% | 555.7K | +12.89% | 54.85M | 106.73 | 0.47% | Share |
| 43 | ACN | Accenture plc | 246.13 | +0.18% | 175.4K | -9.37% | 54.73M | 284.54 | 0.47% | Share |
| 44 | VNQI | Vanguard Global... | 47.11 | -0.25% | 1.35M | -0.58% | 54.57M | 45.81 | 0.47% | Share |
| 45 | SCHF | Schwab Internat... | 22.73 | -0.15% | 2.63M | +0.14% | 52.11M | 16.24 | 0.45% | Share |
| 46 | SCHV | Schwab U.S. Lar... | 28.36 | -0.3% | 1.88M | -0.76% | 50.09M | 17.07 | 0.43% | Share |
| 47 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 299.62K | +2.66% | 49.69M | 120.94 | 0.43% | Share |
| 48 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 318.35K | -5.36% | 48.9M | 69.45 | 0.42% | Share |
| 49 | IYW | iShares U.S. Te... | 184.93 | -0.22% | 344.44K | -1.47% | 48.37M | 63.68 | 0.41% | Share |
| 50 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 95.01K | -7.6% | 48.27M | 346.53 | 0.41% | Share |
| 51 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 772K | -0.88% | 47.64M | 37.12 | 0.41% | Share |
| 52 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 83.02K | -3.52% | 46.44M | 265.07 | 0.40% | Share |
| 53 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 2.05M | -2.86% | 45.27M | 9.25 | 0.39% | Share |
| 54 | MA | Mastercard Inco... | 583.65 | +0.99% | 82.39K | +7.16% | 45.16M | 260.32 | 0.39% | Share |
| 55 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 318.52K | -5.42% | 44.53M | 45.16 | 0.38% | Share |
| 56 | BINC | Blackrock Etf T... | 52.95 | -0.05% | 814.59K | -1.4% | 42.67M | 52.54 | 0.37% | Share |
| 57 | MDT | Medtronic plc | 91.95 | -1.03% | 470.78K | +1.37% | 42.3M | 82.03 | 0.36% | Share |
| 58 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 280.04K | -13.47% | 41.99M | 125.31 | 0.36% | Share |
| 59 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 50.33K | +12.53% | 41.57M | 395.72 | 0.36% | Share |
| 60 | EFG | iShares MSCI EA... | 111.42 | -0.22% | 415.48K | -48.04% | 41.55M | 98.48 | 0.36% | Share |
| 61 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 198.14K | -0.22% | 41.51M | 72.6 | 0.36% | Share |
| 62 | CVX | Chevron Corpora... | 155.20 | -0.43% | 247.89K | -0.65% | 41.47M | 113.21 | 0.35% | Share |
| 63 | NVO | Novo Nordisk A/... | 50.92 | +0.04% | 576.29K | +59.99% | 40.02M | 41.68 | 0.34% | Share |
| 64 | PG | The Procter & G... | 153.70 | -1.1% | 231.95K | -17.19% | 39.53M | 122.13 | 0.34% | Share |
| 65 | VBK | Vanguard Small ... | 285.85 | -1.33% | 156.58K | -1.95% | 39.42M | 136.83 | 0.34% | Share |
| 66 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 78.84K | -1.07% | 39.05M | 142.3 | 0.33% | Share |
| 67 | TLH | iShares 10-20 Y... | 100.75 | -0.65% | 372.26K | +15.39K% | 38.62M | 103.72 | 0.33% | Share |
| 68 | UL | Unilever PLC | 61.71 | -1.17% | 641.43K | +7.02% | 38.2M | 58.43 | 0.33% | Share |
| 69 | WMT | Walmart Inc. | 100.84 | -0.15% | 430.94K | -15.18% | 37.83M | 35.91 | 0.32% | Share |
| 70 | RTX | RTX Corporation | 155.06 | -0.42% | 284.96K | -19.55% | 37.75M | 67.55 | 0.32% | Share |
| 71 | ADBE | Adobe Inc. | 348.58 | -0.71% | 96.38K | -13.79% | 36.96M | 417.7 | 0.32% | Share |
| 72 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 69.69K | -5.49% | 36.5M | 309.66 | 0.31% | Share |
| 73 | LOW | Lowe's Companie... | 253.05 | -1.24% | 155.83K | +0.15% | 36.34M | 87.12 | 0.31% | Share |
| 74 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 216.83K | -10.93% | 36.3M | 30.16 | 0.31% | Share |
| 75 | ASML | ASML Holding N.... | 755.11 | -0.06% | 54.19K | +79.71% | 35.9M | 637.15 | 0.31% | Share |
| 76 | VTI | Vanguard Total ... | 317.25 | -0.13% | 128.13K | -3.61% | 35.22M | 144.78 | 0.30% | Share |
| 77 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 327.53K | +14.86% | 32.97M | 100.44 | 0.28% | Share |
| 78 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 275.13K | +6.31% | 32.72M | 88.78 | 0.28% | Share |
| 79 | HYMB | SPDR Nuveen Blo... | 24.21 | -0.33% | 1.29M | -1.81% | 32.48M | 27 | 0.28% | Share |
| 80 | EMXC | iShares MSCI Em... | 64.37 | -0.91% | 587.45K | -14.14% | 32.36M | 57.85 | 0.28% | Share |
| 81 | TMUS | T-Mobile US, In... | 250.25 | -0.24% | 117.26K | -2.61% | 31.27M | 84.6 | 0.27% | Share |
| 82 | IGSB | iShares 1-5 Yea... | 52.79 | -0.15% | 589K | -8.13% | 30.85M | 51.65 | 0.26% | Share |
| 83 | OEF | iShares S&P 100... | 320.97 | +0.14% | 112.04K | +402.93% | 30.34M | 254.01 | 0.26% | Share |
| 84 | IWF | iShares Russell... | 450.40 | +0.11% | 83.12K | -0.88% | 30.01M | 139.29 | 0.26% | Share |
| 85 | IJH | iShares Core S&... | 63.85 | -1.31% | 511.6K | -0.01% | 29.85M | 29.89 | 0.26% | Share |
| 86 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 111.17K | +0.97% | 29.83M | 203.92 | 0.26% | Share |
| 87 | KKR | KKR & Co. Inc. | 146.08 | -0.94% | 258K | +0.80% | 29.83M | 36.43 | 0.26% | Share |
| 88 | INTU | Intuit Inc. | 710.55 | -0.16% | 46.46K | +1.35% | 28.52M | 327.45 | 0.24% | Share |
| 89 | ABT | Abbott Laborato... | 129.32 | -0.06% | 211.24K | +0.32% | 28.02M | 57.14 | 0.24% | Share |
| 90 | MTUM | iShares MSCI US... | 245.98 | -0.11% | 135.4K | -0.8% | 27.37M | 204.17 | 0.23% | Share |
| 91 | AMT | American Tower ... | 203.48 | -0.33% | 125.23K | +2.35% | 27.25M | 138.96 | 0.23% | Share |
| 92 | AXP | American Expres... | 307.72 | +0.28% | 97.63K | -1.59% | 26.27M | 79.88 | 0.22% | Share |
| 93 | DE | Deere & Company | 478.62 | -6.8% | 55.69K | -0.24% | 26.14M | 248.59 | 0.22% | Share |
| 94 | SDY | SPDR S&P Divide... | 140.47 | -0.75% | 185.52K | -21.62% | 25.17M | 69.07 | 0.22% | Share |
| 95 | ROP | Roper Technolog... | 524.96 | +0.47% | 42.54K | +7.15% | 25.08M | 454.79 | 0.21% | Share |
| 96 | VB | Vanguard Small ... | 246.81 | -1.26% | 112.47K | -0.5% | 24.94M | 155.58 | 0.21% | Share |
| 97 | CPRT | Copart, Inc. | 46.84 | -1.7% | 439.76K | -0.82% | 24.89M | 4.99 | 0.21% | Share |
| 98 | ARES | Ares Management... | 190.50 | -0.23% | 169.06K | +7.46% | 24.79M | 76.98 | 0.21% | Share |
| 99 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 403.19K | +83.16% | 23.77M | 53.25 | 0.20% | Share |
| 100 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 279.94K | -22.48% | 23.16M | 83.86 | 0.20% | Share |
| 101 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 24.37K | +3.02% | 22.73M | 428.09 | 0.19% | Share |
| 102 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 86.87K | +0.85% | 22.51M | 118.85 | 0.19% | Share |
| 103 | ITOT | iShares Core S&... | 140.91 | -0.11% | 182.45K | -10.12% | 22.26M | 67.61 | 0.19% | Share |
| 104 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 46.96K | +0.25% | 22.02M | 206.07 | 0.19% | Share |
| 105 | ITW | Illinois Tool W... | 262.44 | -1.83% | 88.12K | -1.07% | 21.85M | 160.54 | 0.19% | Share |
| 106 | GD | General Dynamic... | 315.89 | -0.5% | 79.21K | -17.68% | 21.59M | 142.51 | 0.18% | Share |
| 107 | NDAQ | Nasdaq, Inc. | 95.40 | -0.18% | 282.76K | +8.24% | 21.45M | 34.58 | 0.18% | Share |
| 108 | DHR | Danaher Corpora... | 210.15 | +0.48% | 104.03K | +0.63% | 21.33M | 79.86 | 0.18% | Share |
| 109 | GILD | Gilead Sciences... | 119.00 | -0.95% | 189.03K | -7% | 21.18M | 68.5 | 0.18% | Share |
| 110 | BKNG | Booking Holding... | 5485.75 | +0.69% | 4.54K | -0.46% | 20.89M | 2499.73 | 0.18% | Share |
| 111 | VEA | Vanguard Develo... | 58.60 | -0.18% | 402.35K | -0.79% | 20.45M | 40.61 | 0.17% | Share |
| 112 | AMGN | Amgen Inc. | 290.28 | +0.33% | 64.21K | +10.79% | 20.01M | 243.03 | 0.17% | Share |
| 113 | SPMD | SPDR Portfolio ... | 55.97 | -1.3% | 386.65K | +531.69% | 19.79M | 49.93 | 0.17% | Share |
| 114 | IJS | iShares S&P Sma... | 106.35 | -1.26% | 198.54K | -2.97% | 19.35M | 58.92 | 0.17% | Share |
| 115 | PH | Parker-Hannifin... | 745.38 | -2.19% | 31.65K | -1.28% | 19.24M | 139.97 | 0.16% | Share |
| 116 | SCHB | Schwab U.S. Bro... | 24.87 | -0.12% | 890.85K | -1.86% | 19.18M | 7.99 | 0.16% | Share |
| 117 | IJT | iShares S&P Sma... | 138.28 | -1.59% | 147.77K | -2.65% | 18.4M | 63.59 | 0.16% | Share |
| 118 | IWD | iShares Russell... | 198.66 | -0.29% | 97.23K | -0.94% | 18.29M | 129.81 | 0.16% | Share |
| 119 | KNSL | Kinsale Capital... | 453.48 | +0.33% | 35.88K | +7.57% | 17.47M | 466.96 | 0.15% | Share |
| 120 | SCHZ | Schwab U.S. Agg... | 23.19 | -0.28% | 726.39K | -8.01% | 16.82M | 26.14 | 0.14% | Share |
| 121 | SYK | Stryker Corpora... | 378.47 | -0.13% | 44.78K | -18.44% | 16.67M | 179.01 | 0.14% | Share |
| 122 | CME | CME Group Inc. | 274.71 | +0.29% | 62.68K | -19.1% | 16.63M | 136.96 | 0.14% | Share |
| 123 | J | Jacobs Engineer... | 148.33 | -2.53% | 134.11K | +1.05% | 16.21M | 92.06 | 0.14% | Share |
| 124 | EMB | iShares J.P. Mo... | 93.93 | -0.22% | 178.54K | +37.55% | 16.17M | 90.03 | 0.14% | Share |
| 125 | WAB | Westinghouse Ai... | 190.98 | -1.76% | 88.63K | -1.34% | 16.07M | 77.4 | 0.14% | Share |
| 126 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 48.52K | -2.74% | 16M | 147.65 | 0.14% | Share |
| 127 | CL | Colgate-Palmoli... | 84.62 | -1.99% | 169.61K | +64.18% | 15.89M | 83.06 | 0.14% | Share |
| 128 | IRM | Iron Mountain I... | 91.41 | -2.73% | 183.71K | +0.50% | 15.81M | 38.93 | 0.14% | Share |
| 129 | ADP | Automatic Data ... | 301.52 | -1.12% | 51.65K | -17.37% | 15.78M | 143.01 | 0.14% | Share |
| 130 | APH | Amphenol Corpor... | 110.75 | +0.84% | 239.28K | -4.88% | 15.69M | 56.1 | 0.13% | Share |
| 131 | AJG | Arthur J. Galla... | 293.43 | -0.57% | 44.46K | -23.49% | 15.35M | 79.86 | 0.13% | Share |
| 132 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 15.93K | -8.54% | 15.08M | 1025.11 | 0.13% | Share |
| 133 | NKE | NIKE, Inc. | 76.39 | -1.04% | 237.33K | +2.69% | 15.07M | 62.59 | 0.13% | Share |
| 134 | VV | Vanguard Large ... | 297.69 | +0.03% | 57.88K | -0.74% | 14.88M | 104.63 | 0.13% | Share |
| 135 | CRAI | CRA Internation... | 185.14 | -4.14% | 84.38K | +68.25% | 14.62M | 181.52 | 0.13% | Share |
| 136 | CHRW | C.H. Robinson W... | 121.57 | +0.48% | 141.25K | -23.32% | 14.46M | 79.9 | 0.12% | Share |
| 137 | XLV | Health Care Sel... | 133.94 | +0.49% | 98.83K | -3.41% | 14.43M | 91.87 | 0.12% | Share |
| 138 | WFC | Wells Fargo & C... | 79.38 | +1.91% | 197.97K | -4.11% | 14.21M | 45.92 | 0.12% | Share |
| 139 | IWV | iShares Russell... | 366.48 | -0.09% | 44.55K | -2.12% | 14.15M | 129.58 | 0.12% | Share |
| 140 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 28.01K | +1.68% | 13.94M | 178.43 | 0.12% | Share |
| 141 | IGEB | iShares Investm... | 45.52 | -0.25% | 305.79K | +21.08% | 13.76M | 44.66 | 0.12% | Share |
| 142 | FFIV | F5, Inc. | 318.50 | -2.24% | 51.24K | -2.57% | 13.65M | 115.18 | 0.12% | Share |
| 143 | USMV | iShares MSCI US... | 93.24 | -0.35% | 145.24K | -4.2% | 13.6M | 51.88 | 0.12% | Share |
| 144 | ACWI | iShares MSCI AC... | 133.35 | -0.16% | 115.14K | -22.13% | 13.4M | 83.52 | 0.11% | Share |
| 145 | FLOT | iShares Floatin... | 50.98 | +0.01% | 255.41K | +62.53% | 13.04M | 50.85 | 0.11% | Share |
| 146 | HYG | iShares iBoxx $... | 80.42 | -0.24% | 164.66K | -0.83% | 12.99M | 86.08 | 0.11% | Share |
| 147 | UBER | Uber Technologi... | 91.40 | +0.63% | 176.72K | +203.43% | 12.88M | 65.77 | 0.11% | Share |
| 148 | BSJP | Invesco BulletS... | 23.11 | +0.02% | 554.28K | +5.96% | 12.78M | 22.86 | 0.11% | Share |
| 149 | EMR | Emerson Electri... | 134.37 | -0.43% | 115.58K | -3.86% | 12.67M | 71 | 0.11% | Share |
| 150 | RSG | Republic Servic... | 232.53 | -0.09% | 52.01K | -8.15% | 12.59M | 61.38 | 0.11% | Share |