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 25 of 53
33739Q200
Shares:
29558(-23.6%)
Value:
$1.5B(-22.8%)
381430230
Shares:
28382(+8.0%)
Value:
$1.4B(+8.7%)
46436E593
Shares:
71260(+472.9%)
Value:
$1.4B(+486.9%)
887432334
Shares:
47060(+79.6%)
Value:
$1.4B(+94.3%)
46436E460
Shares:
65613
Value:
$1.3B
46436E312
Shares:
53358(+479.9%)
Value:
$1.3B(+489.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip33739Q200)✕ | 29.6K | All Managers (Combined) | $1.5M | ||
Trade Desk, Inc.(TTDcusip88339J105) | 26.3K | All Managers (Combined) | $1.4M | ||
(cusip381430230)✕ | 28.4K | All Managers (Combined) | $1.4M | ||
Nucor Corp(NUEcusip670346105) | 11.9K | All Managers (Combined) | $1.4M | ||
41.8K | All Managers (Combined) | $1.4M | |||
(cusip46436E593)✕ | 71.3K | YoY NEW(+71.3K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
3.8K | All Managers (Combined) | $1.4M | |||
23.4K | All Managers (Combined) | $1.4M | |||
2.6K | QoQ -3.70% (-100)YoY -3.70% (-100) | All Managers (Combined) | $1.4M | ||
27.6K | All Managers (Combined) | $1.4M | |||
Public Storage(PSAcusip74460D109) | 4.6K | QoQ -0.65% (-30)YoY -8.17% (-408) | All Managers (Combined) | $1.4M | |
Genuine Parts Co(GPCcusip372460105) | 11.5K | All Managers (Combined) | $1.4M | ||
67.4K | All Managers (Combined) | $1.4M | |||
7.7K | QoQ -0.97% (-76)YoY +2.34% (-176) | All Managers (Combined) | $1.4M | ||
(cusip887432334)✕ | 47.1K | YoY NEW(+47.1K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) |
87.3K | All Managers (Combined) | $1.3M | |||
23.4K | QoQ +1.95% (+450)YoY +3.67% (+830) | All Managers (Combined) | $1.3M | ||
4.7K | All Managers (Combined) | $1.3M | |||
(cusip46436E460)✕ | 65.6K | QoQ NEW(+65.6K) YoY NEW(+65.6K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
(cusip46436E312)✕ | 53.4K | All Managers (Combined) | $1.3M |