United-Capital-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, "PINS", "SE", "ARES", "FSV", "MPWR", "ARGX", null, null, "RRX", null, null, "POOL", null, null, null, null, null, null, null, null, null, null, null, "MORN", "NTR", null, "TROW", null, "ITUB", "RJF", "AES", "AR", "MOS", "AAL", null, "HUM", null, null, "PCG", null, "RF", "SMCI", "BCE", null, "FWONK", "SNOW", "MU", null, "ACN", "ZS", "ITT", null, "MMM", "CASH", "ABNB", "ABT", "ABBV", null, "ADBE", "OBDC", "A", "APD", "BABA", "SFNC", "JLL", null, "VONG", null, "ALL", "GOOGL", "ALNY", "VDE", null, "AXP", null, "ATMU", "AEG", null, "SCHH", "AFRM", "AMG", "AIG", "MT", "TEAM", "ASML", "T", "BLK", "ASX", "E", null, null, "CAT", "BUD", "AVDE", "AVGO", "APP", "LOW", null, "BRO", "AIT", "KMX", "CP.TO", "ARCC", null, "SAN", "WRB", "BSX", "CSQ", null, null, "CLM", null, "DBEF", null, "CCI", "COF", "CMI", null, null, null, "LNC", null, null, null, "LINE", "NSSC", "DUK", null, "D", "NICE", null, 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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
- Manager Name
- United-Capital-Financial-Advisors
Data Enrichment
77% identified814 identified241 unidentified
Holdings
1,055 positions • $10.9B total value
Manager:
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Page 22 of 53
78464A383
Shares:89.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$10.9B)
Shares:25.5K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$10.9B)
464288679
Shares:17.6K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$10.9B)
66538H534
Shares:49.8K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$10.9B)
66538H633
Shares:76.8K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$10.9B)
775109200
Shares:67.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$10.9B)
78468R721
Shares:39.7K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$10.9B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip78464A383)✕ | 89.9K | All Managers (Combined) | $2.0M | 0.0% ($2.0M/$10.9B) | ||
| 25.5K | QoQ +2.08% (+520)YoY +3.20% (+791) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | ||
(cusip464288679)✕ | 17.6K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | ||
(cusip66538H534)✕ | 49.8K | YoY NEW(+49.8K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | YoY NEW(+$1.9M) |
TARGET CORP(TGTcusip87612E106) | 18.3K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | ||
SYNOPSYS INC(SNPScusip871607107) | 4.4K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | ||
| 22.8K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | |||
SYSCO CORP(SYYcusip871829107) | 25.2K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | ||
AppLovin Corp(APPcusip03831W108) | 7.1K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | ||
| 16.8K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | |||
| 14.0K | QoQ +0.58% (+81)YoY -4.54% (-667) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$10.9B) | ||
| 1.3K | QoQ +7.86% (+97)YoY +6.99% (+87) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | ||
| 44.6K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | |||
| 8.9K | QoQ +5.44% (-459)YoY +8.74% (+715) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | ||
(cusip66538H633)✕ | 76.8K | YoY NEW(+76.8K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | YoY NEW(+$1.8M) |
FEDEX CORP(FDXcusip31428X106) | 7.3K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | ||
(cusip775109200)✕ | 67.0K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | ||
(cusip78468R721)✕ | 39.7K | QoQ +0.13% (-55)YoY +0.34% (-135) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | |
| 15.9K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) | |||
| 31.7K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$10.9B) |