United Capital Financial Advisors, LLC

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,055 positions • $10,893,381.476K total value

1,055 positions

Manager:

SEC FilingSEC DataHachi Filing

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46436E825

282943(+341.7%)

Value:

$6.2B(+350.8%)

97717X594

140752(-1.1%)

Value:

$6.1B(-1.2%)

78463X889

SPDW|78463X889

166461(-4.2%)

Value:

$6.1B(+2.2%)

CONOCOPHILLIPS

COP|20825C104

57675(-5.1%)

Value:

$6.1B(+0.5%)

46434VBD1

239818(+2.9%)

Value:

$6.0B(+3.3%)

922908629

VO|922908629

22566(-0.7%)

Value:

$5.8B(-2.8%)

46434V621

DGRO|46434V621

94000(-0.7%)

Value:

$5.8B(+0.1%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

11966(+5.3%)

Value:

$5.8B(+26.8%)

HDFC BANK LTD

HDB|40415F101

87080(-15.2%)

Value:

$5.8B(-11.8%)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

11275(-3.2%)

Value:

$5.8B(+5.6%)

LINDE PLC

LIN|G54950103

12384(+4.0%)

Value:

$5.8B(+15.7%)

LAM RESEARCH CORP

LRCX|512807306

79139(+8.1%)

Value:

$5.8B(+8.8%)

464288356

101270(+17.9%)

Value:

$5.7B(+15.8%)

46435G250

120958(-18.2%)

Value:

$5.7B(-18.1%)

TRIMBLE INC.

TRMB|896239100

85097(-0.2%)

Value:

$5.6B(-7.3%)

46434V696

89230(-3.6%)

Value:

$5.6B(-1.8%)

Duke Energy CORP

DUK|26441C204

45045(+5.3%)

Value:

$5.5B(+19.2%)

ALLIANT ENERGY CORP

LNT|018802108

83705(+0.0%)

Value:

$5.4B(+8.8%)

78464A508

SPYV|78464A508

104377(-3.2%)

Value:

$5.3B(-3.3%)

25434V401

87701(+1.8%)

Value:

$5.3B(-3.4%)

Instrument	Shares		Other Manager	Value
(cusip46436E825)✕	282.9K	QoQ +341.68% (+218.9K) YoY NEW(+282.9K)	All Managers (Combined)	$6.2M	QoQ +350.79% (+$4.8M) YoY NEW(+$6.2M)
(cusip97717X594)✕	140.8K	QoQ -1.05% (-1.5K) YoY -4.29% (-6.3K)	All Managers (Combined)	$6.1M	QoQ -1.21% (-$75.3K) YoY -9.58% (-$647.3K)
(SPDWcusip78463X889)	166.5K	QoQ -4.23% (-7.4K) YoY -8.04% (-14.6K)	All Managers (Combined)	$6.1M	QoQ +2.16% (-$128.5K) YoY -6.57% (-$426.9K)
Conocophillips(COPcusip20825C104)	57.7K	QoQ -5.12% (-3.1K) YoY +7.72% (-4.1K)	All Managers (Combined)	$6.1M	QoQ +0.47% (-$28.6K) YoY -11.11% (-$757.1K)
(cusip46434VBD1)✕	239.8K	QoQ +2.89% (+6.7K) YoY +0.31% (+760)	All Managers (Combined)	$6.0M	QoQ +3.30% (+$192.8K) YoY +1.69% (+$100.4K)
(VOcusip922908629)	22.6K	QoQ -0.73% (-166) YoY -1.65% (-379)	All Managers (Combined)	$5.8M	QoQ -2.80% (-$168.4K) YoY +1.79% (-$102.8K)
(DGROcusip46434V621)	94.0K	QoQ -0.66% (-625) YoY -13.39% (-14.5K)	All Managers (Combined)	$5.8M	QoQ +0.05% (-$3.0K) YoY -7.84% (-$494.3K)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	12.0K	QoQ +5.29% (+602) YoY +17.07% (+1.7K)	All Managers (Combined)	$5.8M	QoQ +26.77% (+$1.2M) YoY +35.78% (+$1.5M)
Hdfc Bank Ltd(HDBcusip40415F101)	87.1K	QoQ -15.22% (-15.6K) YoY -25.27% (-29.5K)	All Managers (Combined)	$5.8M	QoQ -11.80% (-$774.5K) YoY -11.30% (-$737.2K)
Northrop Grumman Corp /De/(NOCcusip666807102)	11.3K	QoQ -3.19% (-372) YoY -15.47% (-2.1K)	All Managers (Combined)	$5.8M	QoQ +5.61% (-$307.0K) YoY -9.59% (-$612.5K)
Linde Plc(LINcusipG54950103)	12.4K	QoQ +3.99% (+476) YoY -3.02% (-386)	All Managers (Combined)	$5.8M	QoQ +15.66% (+$781.0K) YoY -2.74% (-$162.9K)
Lam Research Corp(LRCXcusip512807306)	79.1K	QoQ +8.14% (+6.0K) YoY NEW(+79.1K)	All Managers (Combined)	$5.8M	QoQ +8.84% (+$467.6K) YoY NEW(+$5.8M)
(cusip464288356)✕	101.3K	QoQ +17.86% (+15.3K) YoY +80.64% (+45.2K)	All Managers (Combined)	$5.7M	QoQ +15.80% (+$778.0K) YoY +76.68% (+$2.5M)
(cusip46435G250)✕	121.0K	QoQ -18.23% (-27.0K) YoY +112.24% (+64.0K)	All Managers (Combined)	$5.7M	QoQ -18.09% (-$1.3M) YoY +113.92% (+$3.0M)
Trimble Inc.(TRMBcusip896239100)	85.1K	QoQ -0.23% (-202) YoY -8.40% (-7.8K)	All Managers (Combined)	$5.6M	QoQ -7.31% (-$440.6K) YoY -6.56% (-$392.7K)
(cusip46434V696)✕	89.2K	QoQ -3.63% (-3.4K) YoY -5.52% (-5.2K)	All Managers (Combined)	$5.6M	QoQ -1.84% (-$104.2K) YoY -7.12% (-$426.1K)
Duke Energy Corp(DUKcusip26441C204)	45.0K	QoQ +5.26% (+2.3K) YoY +8.51% (+3.5K)	All Managers (Combined)	$5.5M	QoQ +19.17% (+$883.9K) YoY +36.85% (+$1.5M)
Alliant Energy Corp(LNTcusip018802108)	83.7K	QoQ +0.01% (+11) YoY -1.20% (-1.0K)	All Managers (Combined)	$5.4M	QoQ +8.82% (+$436.8K) YoY +26.14% (-$1.1M)
(SPYVcusip78464A508)	104.4K	QoQ -3.16% (-3.4K) YoY -14.56% (-17.8K)	All Managers (Combined)	$5.3M	QoQ -3.29% (-$181.9K) YoY -12.91% (-$790.4K)
(cusip25434V401)✕	87.7K	QoQ +1.78% (-1.5K) YoY -3.73% (-3.4K)	All Managers (Combined)	$5.3M	QoQ -3.43% (-$188.8K) YoY +2.17% (-$112.8K)