United Capital Financial Advisors, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified814 identified241 unidentified
Holdings
1,055 positions
Manager:
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Page 18 of 53
48133Q309
Shares:
92000(+0.0%)
Value:
$3.0B(+10.1%)
97717W505
Shares:
60006(-6.4%)
Value:
$3.0B(-9.0%)
46435G326
Shares:
40879(+0.2%)
Value:
$2.8B(+7.1%)
46435G193
Shares:
121787(+0.5%)
Value:
$2.8B(+2.0%)
46435U283
Shares:
109992(+18.6%)
Value:
$2.8B(+19.2%)
46435U259
Shares:
108114(+18.3%)
Value:
$2.8B(+18.7%)
46435U432
Shares:
103250(+17.6%)
Value:
$2.8B(+18.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.2K | All Managers (Combined) | $3.1M | |||
39.7K | All Managers (Combined) | $3.1M | |||
27.9K | QoQ +0.90% (+250)YoY -2.72% (-784) | All Managers (Combined) | $3.1M | ||
108.1K | All Managers (Combined) | $3.1M | |||
23.6K | QoQ -0.07% (-18)YoY +0.93% (+220) | All Managers (Combined) | $3.0M | ||
Zoetis Inc.(ZTScusip98978V103) | 18.4K | All Managers (Combined) | $3.0M | ||
(cusip48133Q309)✕ | 92.0K | QoQ 0.00% (+0)YoY NEW(+92.0K) | All Managers (Combined) | $3.0M | YoY NEW(+$3.0M) |
(cusip97717W505)✕ | 60.0K | All Managers (Combined) | $3.0M | ||
45.2K | All Managers (Combined) | $2.9M | |||
6.6K | All Managers (Combined) | $2.9M | |||
(cusip46435G326)✕ | 40.9K | All Managers (Combined) | $2.8M | ||
(cusip46435G193)✕ | 121.8K | All Managers (Combined) | $2.8M | ||
32.3K | All Managers (Combined) | $2.8M | |||
9.0K | All Managers (Combined) | $2.8M | |||
(cusip46435U283)✕ | 110.0K | All Managers (Combined) | $2.8M | ||
Equinix Inc(EQIXcusip29444U700) | 3.4K | QoQ +0.14% (-5)YoY -5.09% (-183) | All Managers (Combined) | $2.8M | |
(cusip46435U259)✕ | 108.1K | All Managers (Combined) | $2.8M | ||
(cusip46435U432)✕ | 103.3K | All Managers (Combined) | $2.8M | ||
15.4K | All Managers (Combined) | $2.8M | |||
Us Bancorp \De\(USBcusip902973304) | 64.6K | All Managers (Combined) | $2.7M |