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 20 of 53
00162Q858
Shares:
41579(-3.5%)
Value:
$2.4B(-0.8%)
464288687
Shares:
78124(-20.6%)
Value:
$2.4B(-22.4%)
78463X848
Shares:
79403(-0.0%)
Value:
$2.3B(+5.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip00162Q858)✕ | 41.6K | All Managers (Combined) | $2.4M | ||
9.1K | QoQ +4.29% (+375)YoY +6.61% (+565) | All Managers (Combined) | $2.4M | ||
6.0K | All Managers (Combined) | $2.4M | |||
(cusip464288687)✕ | 78.1K | All Managers (Combined) | $2.4M | ||
Paccar Inc(PCARcusip693718108) | 24.6K | All Managers (Combined) | $2.4M | ||
7.1K | QoQ -0.36% (-26)YoY -7.94% (-610) | All Managers (Combined) | $2.4M | ||
Mckesson Corp(MCKcusip58155Q103) | 3.5K | All Managers (Combined) | $2.4M | ||
56.3K | All Managers (Combined) | $2.4M | |||
(cusip78463X848)✕ | 79.4K | All Managers (Combined) | $2.3M | ||
14.0K | All Managers (Combined) | $2.3M | |||
30.1K | QoQ -0.09% (-28)YoY NEW(+30.1K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) | |
36.6K | All Managers (Combined) | $2.3M | |||
Blackstone Inc.(BXcusip09260D107) | 16.3K | All Managers (Combined) | $2.3M | ||
9.6K | All Managers (Combined) | $2.3M | |||
31.3K | All Managers (Combined) | $2.3M | |||
4.2K | QoQ +9.38% (-358)YoY -4.00% (-174) | All Managers (Combined) | $2.3M | ||
5.1K | QoQ -2.26% (-119)YoY +2.17% (+109) | All Managers (Combined) | $2.2M | ||
Astrazeneca Plc(AZNcusip046353108) | 30.5K | All Managers (Combined) | $2.2M | ||
Airbnb, Inc.(ABNBcusip009066101) | 18.6K | All Managers (Combined) | $2.2M | ||
12.6K | QoQ +0.30% (-38)YoY -4.94% (-656) | All Managers (Combined) | $2.2M |