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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Chubb Ltd

CB|H1467J104

14739(-0.7%)

Value:

$4.5B(+8.6%)

00162Q452

85534(-0.3%)

Value:

$4.4B(+7.5%)

BOSTON SCIENTIFIC CORP

BSX|101137107

43894(+4.6%)

Value:

$4.4B(+18.1%)

808524649

174487(+200.3%)

Value:

$4.4B(+196.7%)

EOG RESOURCES INC

EOG|26875P101

34454(-2.9%)

Value:

$4.4B(+1.5%)

Blue Owl Capital Corp

OBDC|69121K104

300813(-10.2%)

Value:

$4.4B(-12.9%)

92206C870

VCIT|92206C870

53788(-1.6%)

Value:

$4.4B(+0.2%)

ROYAL BANK OF CANADA

RY|780087102

38771(-2.5%)

Value:

$4.4B(-8.8%)

APPLIED MATERIALS INC /DE

AMAT|038222105

29583(+5.9%)

Value:

$4.3B(-5.5%)

AUTOZONE INC

AZO|053332102

1124(+0.3%)

Value:

$4.3B(+19.5%)

MOODYS CORP /DE/

MCO|615369105

9052(+8.7%)

Value:

$4.2B(+6.9%)

DIGITAL REALTY TRUST, INC.

DLR|253868103

29194(-4.8%)

Value:

$4.2B(-23.1%)

HORTON D R INC /DE/

DHI|23331A109

32473(-3.0%)

Value:

$4.1B(-11.8%)

464287242

37290(-6.5%)

Value:

$4.1B(-4.8%)

NORTHERN TRUST CORP

NTRS|665859104

40941(-1.4%)

Value:

$4.0B(-5.1%)

DOVER Corp

DOV|260003108

22989(-1.4%)

Value:

$4.0B(-7.6%)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

5(+25.0%)

Value:

$4.0B(+46.6%)

464287440

IEF|464287440

41656(+898.0%)

Value:

$4.0B(+929.4%)

COMCAST CORP

CMCSA|20030N101

106973(-8.4%)

Value:

$3.9B(-10.0%)

INTEL CORP

INTC|458140100

173664(+23.4%)

Value:

$3.9B(+39.8%)

Instrument	Shares		Other Manager	Value
Chubb Ltd(CBcusipH1467J104)	14.7K	QoQ -0.68% (-101) YoY -34.91% (-7.9K)	All Managers (Combined)	$4.5M	QoQ +8.55% (-$350.7K) YoY -24.15% (-$1.4M)
(cusip00162Q452)✕	85.5K	QoQ -0.27% (-236) YoY -2.74% (-2.4K)	All Managers (Combined)	$4.4M	QoQ +7.55% (-$311.9K) YoY +6.43% (-$268.6K)
Boston Scientific Corp(BSXcusip101137107)	43.9K	QoQ +4.58% (+1.9K) YoY +9.28% (+3.7K)	All Managers (Combined)	$4.4M	QoQ +18.11% (+$679.3K) YoY +60.96% (+$1.7M)
(cusip808524649)✕	174.5K	QoQ +200.30% (+116.4K) YoY NEW(+174.5K)	All Managers (Combined)	$4.4M	QoQ +196.67% (+$2.9M) YoY NEW(+$4.4M)
Eog Resources Inc(EOGcusip26875P101)	34.5K	QoQ -2.94% (-1.0K) YoY -20.34% (-8.8K)	All Managers (Combined)	$4.4M	QoQ +1.53% (-$66.7K) YoY -20.09% (-$1.1M)
Blue Owl Capital Corp(OBDCcusip69121K104)	300.8K	QoQ -10.17% (-34.1K) YoY -26.61% (-109.1K)	All Managers (Combined)	$4.4M	QoQ -12.91% (-$653.7K) YoY -30.04% (-$1.9M)
(VCITcusip92206C870)	53.8K	QoQ -1.58% (-865) YoY +17.87% (+8.2K)	All Managers (Combined)	$4.4M	QoQ +0.24% (-$10.7K) YoY +19.70% (+$724.1K)
Royal Bank Of Canada(RYcusip780087102)	38.8K	QoQ -2.52% (-1.0K) YoY -14.14% (-6.4K)	All Managers (Combined)	$4.4M	QoQ -8.82% (-$423.0K) YoY -4.07% (-$185.5K)
Applied Materials Inc /De(AMATcusip038222105)	29.6K	QoQ +5.88% (-1.6K) YoY +0.42% (-124)	All Managers (Combined)	$4.3M	QoQ -5.52% (-$250.8K) YoY -29.33% (-$1.8M)
Autozone Inc(AZOcusip053332102)	1.1K	QoQ +0.35% (+4) YoY +0.53% (+6)	All Managers (Combined)	$4.3M	QoQ +19.50% (+$699.1K) YoY +21.58% (+$760.6K)
Moodys Corp /De/(MCOcusip615369105)	9.1K	QoQ +8.69% (+724) YoY +2.56% (+226)	All Managers (Combined)	$4.2M	QoQ +6.93% (+$273.4K) YoY +21.52% (+$746.8K)
Digital Realty Trust, Inc.(DLRcusip253868103)	29.2K	QoQ -4.78% (-1.5K) YoY -20.20% (-7.4K)	All Managers (Combined)	$4.2M	QoQ -23.05% (-$1.3M) YoY -20.62% (-$1.1M)
Horton D R Inc /De/(DHIcusip23331A109)	32.5K	QoQ -3.05% (-1.0K) YoY -21.80% (-9.1K)	All Managers (Combined)	$4.1M	QoQ -11.85% (-$555.4K) YoY -39.58% (-$2.7M)
(cusip464287242)✕	37.3K	QoQ -6.46% (-2.6K) YoY -75.16% (-112.9K)	All Managers (Combined)	$4.1M	QoQ -4.84% (-$206.2K) YoY -75.21% (-$12.3M)
Northern Trust Corp(NTRScusip665859104)	40.9K	QoQ -1.39% (-578) YoY -32.76% (-19.9K)	All Managers (Combined)	$4.0M	QoQ -5.09% (-$216.8K) YoY -25.40% (-$1.4M)
Dover Corp(DOVcusip260003108)	23.0K	QoQ -1.37% (-321) YoY -13.88% (-3.7K)	All Managers (Combined)	$4.0M	QoQ -7.64% (-$334.2K) YoY -14.61% (-$691.5K)
Berkshire Hathaway Inc(BRK-Acusip084670108)	5	QoQ +25.00% (+1) YoY +25.00% (+1)	All Managers (Combined)	$4.0M	QoQ +46.57% (+$1.3M) YoY +57.31% (+$1.5M)
(IEFcusip464287440)	41.7K	QoQ +897.98% (+37.5K) YoY +26.43% (+8.7K)	All Managers (Combined)	$4.0M	QoQ +929.40% (+$3.6M) YoY +27.38% (+$854.0K)
Comcast Corp(CMCSAcusip20030N101)	107.0K	QoQ -8.43% (-9.9K) YoY -19.84% (-26.5K)	All Managers (Combined)	$3.9M	QoQ -9.97% (-$437.2K) YoY -31.77% (-$1.8M)
Intel Corp(INTCcusip458140100)	173.7K	QoQ +23.44% (+33.0K) YoY +3305.17% (+168.6K)	All Managers (Combined)	$3.9M	QoQ +39.81% (+$1.1M) YoY +1650.77% (+$3.7M)