United Capital Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
1,055
Total Value
10893381476
Accession Number
0001463217-25-000003
Form Type
13F-HR
CIK
0001463217
Manager Name
United Capital Financial Advisors, LLC
Data Enrichment
77% identified
814 identified241 unidentified

Holdings

1,055 positions
Manager:
SEC
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Page 1 of 53
922908363
VOO|922908363
Shares:
1645585(-0.7%)
Value:
$845.7B(-5.3%)
464287200
IVV|464287200
Shares:
984859(+1.5%)
Value:
$553.4B(-3.1%)
921937827
BSV|921937827
Shares:
4917718(-4.8%)
Value:
$385.0B(-3.5%)
46432F842
IEFA|46432F842
Shares:
4747245(+8.9%)
Value:
$359.1B(+17.3%)
922908744
VTV|922908744
Shares:
1393568(+2.4%)
Value:
$240.7B(+4.5%)
46434V613
46434V613
Shares:
4972439(-4.0%)
Value:
$229.1B(-2.1%)
921937819
BIV|921937819
Shares:
2905965(+9.0%)
Value:
$222.5B(+11.7%)
922908736
VUG|922908736
Shares:
530323(+1.6%)
Value:
$196.7B(-8.2%)
46429B267
46429B267
Shares:
8125578(+3.3%)
Value:
$186.8B(+3.4%)
NVIDIA CORP
NVDA|67066G104
Shares:
1585149(+3.8%)
Value:
$171.8B(-16.2%)
46434V803
HEFA|46434V803
Shares:
4503439(+5.3%)
Value:
$163.4B(+9.9%)
46434G103
IEMG|46434G103
Shares:
2794759(+17.1%)
Value:
$150.8B(+21.0%)
464287804
IJR|464287804
Shares:
1186375(+7.0%)
Value:
$124.1B(-2.9%)
464288588
464288588
Shares:
1318942(-11.4%)
Value:
$123.7B(-9.4%)
78468R739
78468R739
Shares:
2431266(-1.0%)
Value:
$115.7B(-0.5%)
464287309
IVW|464287309
Shares:
1228174(-3.3%)
Value:
$114.0B(-11.5%)
233051200
DBEF|233051200
Shares:
2589059(-2.3%)
Value:
$112.1B(+2.2%)
Alphabet Inc.
GOOGL|02079K305
Shares:
708844(+6.2%)
Value:
$109.6B(-13.2%)
46432F339
QUAL|46432F339
Shares:
634627(+13.8%)
Value:
$108.5B(+9.2%)
464288638
464288638
Shares:
2054068(+0.6%)
Value:
$107.9B(+2.5%)