UNITED CAPITAL FINANCIAL ADVISORS, LLC
Top Portfolio Positions
1,132 positions ·
$6,741,800,595 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
805,094 | $523,584,831 | 7.77% |
| AAPL |
Apple Inc.
Technology
|
1,778,753 | $451,429,723 | 6.70% |
| NVDA |
Nvidia Corp
Technology
|
2,151,958 | $375,301,475 | 5.57% |
| RGEN |
Repligen Corp
Healthcare
|
2,773,980 | $326,830,323 | 4.85% |
| MSFT |
Microsoft Corp
Technology
|
776,609 | $287,477,353 | 4.26% |
| GOOGL |
Alphabet Inc.
Communication Services
|
791,050 | $227,474,338 | 3.37% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
670,394 | $139,622,958 | 2.07% |
| QQQ |
Invesco Qqq Trust, Series 1
|
241,011 | $139,106,728 | 2.06% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
370,760 | $109,062,761 | 1.62% |
| META |
Meta Platforms, Inc.
Communication Services
|
157,167 | $89,919,955 | 1.33% |
Portfolio Trend
Holdings in J
Shares Held
Position Value (USD)
15 of 15 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,568,546 | 130,174 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,091,048 | 129,028 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $19,485,996 | 130,028 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,742,069 | 134,972 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $16,052,281 | 134,112 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $17,557,664 | 132,714 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $16,942,094 | 130,722 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $15,118,640 | 130,828 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $20,117,254 | 158,207 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $17,159,896 | 159,829 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $17,504,833 | 155,039 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $17,057,547 | 173,455 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $17,334,848 | 178,345 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $17,832,865 | 179,557 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $16,137,853 | 179,834 | Shares | Defined | 2022-11-14 | |
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