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 NVO
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,683,858 | 1,052,622 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $32,988,200 | 648,353 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $35,391,910 | 637,807 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,140,521 | 552,601 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $40,017,438 | 576,288 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $30,984,834 | 360,205 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $50,113,824 | 420,877 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $63,371,849 | 443,967 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $61,776,064 | 481,122 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $56,122,762 | 542,511 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $87,446,812 | 961,588 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $45,441,378 | 561,594 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $47,323,780 | 594,744 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $42,473,007 | 627,649 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $32,855,582 | 659,552 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $38,535,279 | 691,650 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $42,438,590 | 764,315 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $45,013,696 | 803,816 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,373,316 | 820,192 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $35,521,830 | 848,080 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $27,852,112 | 826,227 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $29,420,575 | 842,393 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $29,496,780 | 849,684 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $29,856,064 | 911,914 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $25,690,861 | 853,517 | Shares | Defined | 2020-08-11 | |
| No 13F history on record for this holder in this stock. | ||||||