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Home > Institutional Investor > United Capital Financial Advisers, Llc > Profile

Instuitional Investor - United Capital Financial Advisers, Llc

Fund Profile
Filing Period:
Fund Name: United Capital Financial Advisers, Llc
Portfolio Value $16,260,098,824
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 1,608,662 $961,770,745 5.91%
2.
Ishares Trust
 IEF 1,359,535 $888,247,511 5.46%
3.
Spdr S & P 500 Etf Trust
 SPY 764,294 $497,094,220 3.06%
4.
Ishares Trust
 HYG 5,062,078 $456,802,151 2.81%
5.
Apple Inc.
 AAPL 1,762,553 $447,318,425 2.75%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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