Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
UNITED CAPITAL FINANCIAL ADVISORS LLC 02-14-2024 12-31-2023 1060 12,050,975,120
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD S&P 500 ETF EXCHANGE TRADED FUND 1 $882,888,168 2,021,264 0.01 0.01 -1,939,542 -48.97 12-31-2023
ISHARES CORE S&P 500 ETF EXCHANGE TRADED FUND 2 $719,636,452 1,506,682 0.01 0.00 478,207 46.50 12-31-2023
VANGUARD SHORT-TERM BOND ETF EXCHANGE TRADED FUND 3 $414,557,768 5,382,469 0.00 0.00 -4,476,585 -45.41 12-31-2023
APPLE INC COMMON STOCK 4 $346,695,204 1,800,733 0.00 0.00 -358,567 -16.61 12-31-2023
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