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NICHOLE HORTON

United Capital Financial Advisors, Llc

Assets Managed
$16.26B
Holdings
1623
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-2.09%(2Q avg: 8.55%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in United Capital Financial Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1623 positions.

Assets under management

The assets under management (AUM) of United Capital Financial Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 16.26B in assets, with a quarterly growth rate of -2.09% and a 2-quarter average growth rate of 8.55%. The portfolio is managed by NICHOLE HORTON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 0.81%
5.92%
$961.771M
1.609M shares@ $597.87 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 6.89%
5.47%
$888.248M
1.36M shares@ $653.35 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.76%
3.23%
$523.63M
805,094 shares@ $650.4 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.88%
2.81%
$456.802M
5.062M shares@ $90.25 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.26%
2.78%
$451.43M
1.779M shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 9.53%
2.31%
$375.301M
2.152M shares@ $174.4 avg price
RGEN
Repligen Corp
Recent Activity
Increased 0.12%
2.02%
$326.83M
2.774M shares@ $117.83 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.47%
1.77%
$287.477M
776,609 shares@ $370.18 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 4.5%
1.76%
$285.128M
3.697M shares@ $77.13 avg price
VTV
Vanguard Value Etf
Recent Activity
Decreased -1.21%
1.74%
$281.375M
1.434M shares@ $196.23 avg price

1-10 of 1623