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 NMR
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $416,087 | 52,736 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $485,126 | 57,822 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $350,515 | 48,214 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $292,981 | 44,526 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $325,261 | 52,888 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $265,604 | 45,873 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $237,583 | 45,514 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $278,347 | 48,157 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $295,429 | 46,017 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $202,124 | 44,817 | Shares | Defined | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||