UNITED CAPITAL FINANCIAL ADVISORS, LLC
Top Portfolio Positions
1,134 positions ·
$6,870,583,702 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
805,094 | $523,584,831 | 7.62% | |
| AAPL |
Apple Inc.
Technology
|
1,778,753 | $451,429,723 | 6.57% | |
| NVDA |
Nvidia Corp
Technology
|
2,151,958 | $375,301,475 | 5.46% | |
| RGEN |
Repligen Corp
Healthcare
|
2,773,980 | $326,830,323 | 4.76% | |
| MSFT |
Microsoft Corp
Technology
|
776,609 | $287,477,353 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
791,050 | $227,474,338 | 3.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
670,394 | $139,622,958 | 2.03% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
241,011 | $139,106,728 | 2.02% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
267,985 | $128,418,412 | 1.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
370,760 | $109,062,761 | 1.59% |
Portfolio Trend
25 quarters · across all stocks
Holdings in IBTA
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,341,846 | 44,773 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,012,576 | 44,548 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,240,661 | 44,548 | Shares | Defined | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||