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 22 of 53
78464A383
Shares:
89948(-23.4%)
Value:
$2.0B(-21.6%)
464288679
Shares:
17578(-6.2%)
Value:
$1.9B(-5.9%)
66538H534
Shares:
49821(+74.8%)
Value:
$1.9B(+72.5%)
66538H633
Shares:
76783(+103.6%)
Value:
$1.8B(+106.3%)
775109200
Shares:
66951(+8.2%)
Value:
$1.8B(-5.9%)
78468R721
Shares:
39706(+0.1%)
Value:
$1.8B(-1.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78464A383)✕ | 89.9K | All Managers (Combined) | $2.0M | ||
25.5K | QoQ +2.08% (+520)YoY +3.20% (+791) | All Managers (Combined) | $1.9M | ||
(cusip464288679)✕ | 17.6K | All Managers (Combined) | $1.9M | ||
(cusip66538H534)✕ | 49.8K | YoY NEW(+49.8K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
Target Corp(TGTcusip87612E106) | 18.3K | All Managers (Combined) | $1.9M | ||
Synopsys Inc(SNPScusip871607107) | 4.4K | All Managers (Combined) | $1.9M | ||
22.8K | All Managers (Combined) | $1.9M | |||
Sysco Corp(SYYcusip871829107) | 25.2K | All Managers (Combined) | $1.9M | ||
Applovin Corp(APPcusip03831W108) | 7.1K | All Managers (Combined) | $1.9M | ||
16.8K | All Managers (Combined) | $1.9M | |||
14.0K | QoQ +0.58% (+81)YoY -4.54% (-667) | All Managers (Combined) | $1.9M | ||
1.3K | QoQ +7.86% (+97)YoY +6.99% (+87) | All Managers (Combined) | $1.8M | ||
44.6K | All Managers (Combined) | $1.8M | |||
8.9K | QoQ +5.44% (-459)YoY +8.74% (+715) | All Managers (Combined) | $1.8M | ||
(cusip66538H633)✕ | 76.8K | YoY NEW(+76.8K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) |
Fedex Corp(FDXcusip31428X106) | 7.3K | All Managers (Combined) | $1.8M | ||
(cusip775109200)✕ | 67.0K | All Managers (Combined) | $1.8M | ||
(cusip78468R721)✕ | 39.7K | QoQ +0.13% (-55)YoY +0.34% (-135) | All Managers (Combined) | $1.8M | |
15.9K | All Managers (Combined) | $1.8M | |||
31.7K | All Managers (Combined) | $1.8M |