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 19 of 53
46435U325
Shares:
107136(+18.9%)
Value:
$2.7B(+19.4%)
78468R788
Shares:
61051
Value:
$2.7B
81369Y704
Shares:
20413(-6.2%)
Value:
$2.7B(-6.7%)
46434V407
Shares:
61600(-42.0%)
Value:
$2.6B(-42.1%)
808524508
Shares:
97037(+1.0%)
Value:
$2.5B(-4.5%)
46435UAA9
Shares:
103760(+12.2%)
Value:
$2.5B(+13.2%)
66537J796
Shares:
11960(+73.7%)
Value:
$2.5B(+67.3%)
46436E163
Shares:
97011(+27.0%)
Value:
$2.4B(+27.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
31.2K | All Managers (Combined) | $2.7M | |||
(cusip46435U325)✕ | 107.1K | All Managers (Combined) | $2.7M | ||
(cusip78468R788)✕ | 61.1K | QoQ NEW(+61.1K) YoY NEW(+61.1K) | All Managers (Combined) | $2.7M | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) |
32.1K | QoQ +2.53% (+794)YoY +0.54% (+174) | All Managers (Combined) | $2.7M | ||
(cusip81369Y704)✕ | 20.4K | All Managers (Combined) | $2.7M | ||
Citigroup Inc(Ccusip172967424) | 37.4K | All Managers (Combined) | $2.7M | ||
Ecolab Inc.(ECLcusip278865100) | 10.3K | All Managers (Combined) | $2.6M | ||
(cusip46434V407)✕ | 61.6K | All Managers (Combined) | $2.6M | ||
10.5K | All Managers (Combined) | $2.6M | |||
14.9K | QoQ +4.84% (+690)YoY -3.92% (-611) | All Managers (Combined) | $2.6M | ||
Oneok Inc /New/(OKEcusip682680103) | 25.7K | All Managers (Combined) | $2.5M | ||
(cusip808524508)✕ | 97.0K | All Managers (Combined) | $2.5M | ||
12.4K | All Managers (Combined) | $2.5M | |||
(cusip46435UAA9)✕ | 103.8K | All Managers (Combined) | $2.5M | ||
Ge Vernova Inc.(GEVcusip36828A101) | 8.2K | QoQ +0.67% (-55)YoY NEW(+8.2K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) |
14.4K | QoQ +4.38% (+605)YoY -0.64% (-94) | All Managers (Combined) | $2.5M | ||
(cusip66537J796)✕ | 12.0K | YoY NEW(+12.0K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) |
20.7K | All Managers (Combined) | $2.4M | |||
(cusip46436E163)✕ | 97.0K | YoY NEW(+97.0K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) |
15.3K | QoQ +0.04% (-7) | All Managers (Combined) | $2.4M |