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 26 of 53
46435G243
Shares:
53143(-28.8%)
Value:
$1.3B(-28.0%)
66538H419
Shares:
42892(+84.3%)
Value:
$1.3B(+95.3%)
78468R796
Shares:
27791(-1.1%)
Value:
$1.3B(-6.0%)
46138G888
Shares:
11553(-16.0%)
Value:
$1.2B(-16.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
9.0K | QoQ +0.26% (-24)YoY +0.74% (+66) | All Managers (Combined) | $1.3M | ||
53.3K | QoQ NEW(+53.3K) YoY NEW(+53.3K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
10.2K | All Managers (Combined) | $1.3M | |||
(cusip46435G243)✕ | 53.1K | All Managers (Combined) | $1.3M | ||
(cusip66538H419)✕ | 42.9K | YoY NEW(+42.9K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) |
671 | All Managers (Combined) | $1.3M | |||
Exelon Corp(EXCcusip30161N101) | 28.1K | All Managers (Combined) | $1.3M | ||
7.0K | All Managers (Combined) | $1.3M | |||
5.0K | All Managers (Combined) | $1.3M | |||
(cusip78468R796)✕ | 27.8K | QoQ -1.09% (-307)YoY +3.59% (+964) | All Managers (Combined) | $1.3M | |
9.8K | All Managers (Combined) | $1.3M | |||
26.2K | All Managers (Combined) | $1.3M | |||
Apple Inc.(AAPLcusip037833100) | 5.7K | QoQ 0.00% (-0) | All Managers (Combined) | $1.3M | |
Totalenergies Se(TTEcusip89151E109) | 19.5K | QoQ +4.50% (+840)YoY -3.34% (-674) | All Managers (Combined) | $1.3M | |
Ing Groep Nv(INGcusip456837103) | 64.1K | All Managers (Combined) | $1.3M | ||
Kenvue Inc.(KVUEcusip49177J102) | 52.3K | All Managers (Combined) | $1.3M | ||
33.5K | All Managers (Combined) | $1.3M | |||
8.3K | All Managers (Combined) | $1.2M | |||
11.2K | All Managers (Combined) | $1.2M | |||
(cusip46138G888)✕ | 11.6K | All Managers (Combined) | $1.2M |