Holdings
United Capital Financial Advisors, LLC
As of Jun 30, 2026, United Capital Financial Advisors, LLC reported 1,014 positions worth US$6.8B. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1.75M | US$508M | −8,319 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1.25M | US$446M | −51,196 | Jun 30, 2026 |
| Nvidia Corporation | 2.19M | US$439M | +50,862 | Jun 30, 2026 |
| Repligen Corporation | 2.79M | US$381M | +16,670 | Jun 30, 2026 |
| Microsoft Corp. | 779K | US$291M | +4,699 | Jun 30, 2026 |
| Amazon.com, Inc. | 678K | US$162M | +7,356 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 278K | US$139M | −1,917 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 374K | US$122M | +3,062 | Jun 30, 2026 |
| Visa Inc. | 283K | US$97.1M | +3,133 | Jun 30, 2026 |
| Broadcom Inc. | 255K | US$96.4M | +21,849 | Jun 30, 2026 |