UNITED CAPITAL FINANCIAL ADVISORS, LLC
Top Portfolio Positions
1,134 positions ·
$6,865,132,345 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 | 7.63% | |
| AAPL |
Apple Inc.
Technology
|
1,778,753 | $451,429,723 | 6.58% | |
| NVDA |
Nvidia Corp
Technology
|
2,151,958 | $375,301,475 | 5.47% | |
| RGEN |
Repligen Corp
Healthcare
|
2,773,980 | $326,830,323 | 4.76% | |
| MSFT |
Microsoft Corp
Technology
|
776,609 | $287,477,353 | 4.19% | |
| 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 | 2.03% | |
| 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 LAMR
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,778,113 | 92,990 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,391,820 | 89,997 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $9,556,594 | 78,064 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,186,428 | 26,256 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $3,360,833 | 29,538 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,822,149 | 31,396 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,390,363 | 32,862 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,122,111 | 34,486 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,969,963 | 41,621 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,889,175 | 64,821 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $19,513,950 | 233,784 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,375,558 | 235,522 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,736,960 | 237,631 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $22,268,110 | 235,891 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $19,097,507 | 231,513 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,283,066 | 230,568 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $26,574,316 | 228,734 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $27,434,542 | 226,171 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,073,759 | 229,826 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $23,733,726 | 227,291 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,739,790 | 220,824 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $18,189,145 | 218,567 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $14,133,316 | 213,591 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $14,172,947 | 212,297 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,952,741 | 213,587 | Shares | Defined | 2020-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||