$592 Million is the total value of UNITED CAPITAL FINANCIAL ADVISORS, LLC's 288 reported holdings in Q4 2010. The portfolio turnover from Q3 2010 to Q4 2010 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2010 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2011-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares S&P 500 Index | 45 | Q2 2024 | 6.0% |
| APPLE INC. CMN | 45 | Q2 2024 | 3.5% |
| ISHARES TR CORE MSCI EAFE | 45 | Q2 2024 | 3.7% |
| VANGUARD INDEX FUNDS - VANGUAR VANGUARD GROWTH ETF | 45 | Q2 2024 | 2.9% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | 45 | Q2 2024 | 6.2% |
| ISHARES TRUST ISHARES 5-10 YEA CMN | 45 | Q2 2024 | 2.4% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 45 | Q2 2024 | 1.8% |
| ISHARES TRUST - ISHARES MBS ETF | 45 | Q2 2024 | 1.9% |
| MICROSOFT CORPORATION CMN | 45 | Q2 2024 | 2.3% |
| VANGUARD SHORT-TERM BOND ETF | 45 | Q2 2024 | 4.9% |
View UNITED CAPITAL FINANCIAL ADVISORS, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | February 14, 2013 | 595,666 | 5.4% |
View UNITED CAPITAL FINANCIAL ADVISORS, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-05 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR/A | 2023-08-15 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
View UNITED CAPITAL FINANCIAL ADVISORS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.