Institutional manager

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Holds positions in 507 of the S&P 500, worth $5.42bn as reported for the quarter ended 31-mar-2026.

Positions held507of 488 index companies covered

Reported value$5.42bnS&P 500 positions only

Top ten weight39%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 507 held. The rest are smaller than every one of these.

Apple Inc.AAPL1.8m$447mInformation Technology NvidiaNVDA2.1m$374mInformation Technology Alphabet Inc. (Class A)GOOGL1.3m$373mCommunication Services MicrosoftMSFT774,509$287mInformation Technology AmazonAMZN670,394$140mConsumer Discretionary Berkshire HathawayBRK.B267,993$134mFinancials JPMorgan ChaseJPM370,760$109mFinancials Johnson & JohnsonJNJ366,322$90mHealth Care Meta PlatformsMETA155,967$89mCommunication Services Visa Inc.V279,914$85mFinancials CostcoCOST80,677$80mConsumer Staples BroadcomAVGO233,277$72mInformation Technology ASML HoldingASML47,608$63m Walt Disney Company (The)DIS638,550$62mCommunication Services CiscoCSCO762,038$59mInformation Technology Lilly (Eli)LLY60,590$56mHealth Care AbbVieABBV255,395$56mHealth Care Chevron CorporationCVX258,043$53mEnergy Procter & GamblePG355,010$51mConsumer Staples ExxonMobilXOM297,404$50mEnergy StarbucksSBUX561,518$50mConsumer Discretionary Home Depot (The)HD141,165$46mConsumer Discretionary MedtronicMDT522,544$45mHealth Care QualcommQCOM345,188$44mInformation Technology PepsiCoPEP271,146$42mConsumer Staples Tesla, Inc.TSLA112,543$42mConsumer Discretionary RTX CorporationRTX210,449$41mIndustrials WalmartWMT313,778$39mConsumer Staples American ExpressAXP127,713$39mFinancials Taiwan Semiconductor ManufacturingTSM109,388$37m Intuitive SurgicalISRG79,662$37mHealth Care Lowe'sLOW151,886$36mConsumer Discretionary NetflixNFLX364,105$35mCommunication Services Honeywell TechnologiesHON148,076$33mIndustrials S&P GlobalSPGI77,782$33mFinancials MastercardMA64,313$32mFinancials GE VernovaGEV36,788$32mIndustrials Oracle CorporationORCL215,402$32mInformation Technology AmgenAMGN89,829$32mHealth Care Caterpillar Inc.CAT44,369$31mIndustrials Goldman SachsGS36,647$31mFinancials General DynamicsGD87,586$30mIndustrials Deere & CompanyDE50,983$29mIndustrials AccentureACN144,634$29mInformation Technology GE AerospaceGE93,973$27mIndustrials Parker HannifinPH29,305$26mIndustrials AmphenolAPH202,620$26mInformation Technology Eaton CorporationETN69,104$25mIndustrials Thermo Fisher ScientificTMO49,291$24mHealth Care SalesforceCRM129,326$24mInformation Technology T-Mobile USTMUS108,098$23mCommunication Services Illinois Tool WorksITW86,378$22mIndustrials KKR & Co.KKR241,478$22mFinancials ServiceNowNOW204,654$21mInformation Technology Gilead SciencesGILD144,688$20mHealth Care Abbott LaboratoriesABT195,878$20mHealth Care Advanced Micro DevicesAMD95,885$20mInformation Technology WabtecWAB77,231$19mIndustrials Danaher CorporationDHR98,431$19mHealth Care Booking HoldingsBKNG4,285$18mConsumer Discretionary

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.