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 27 of 53
33739Q408
Shares:
19259(-23.1%)
Value:
$1.2B(-23.0%)
92206C714
Shares:
13429(+0.0%)
Value:
$1.1B(+1.6%)
46431W507
Shares:
21715(-10.4%)
Value:
$1.1B(-9.7%)
025072885
Shares:
11957(-14.8%)
Value:
$1.1B(-18.8%)
81369Y407
Shares:
5583(-2.8%)
Value:
$1.1B(-14.4%)
464287556
Shares:
8619(+10.4%)
Value:
$1.1B(+6.8%)
464289867
Shares:
18970(-11.1%)
Value:
$1.1B(-10.7%)
464287291
Shares:
14361(+36.0%)
Value:
$1.1B(+21.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
37.2K | All Managers (Combined) | $1.2M | |||
19.2K | YoY NEW(+19.2K) | All Managers (Combined) | $1.2M | YoY NEW(+$1.2M) | |
4.7K | QoQ -6.38% (-318)YoY -8.71% (-445) | All Managers (Combined) | $1.2M | ||
2.9K | All Managers (Combined) | $1.2M | |||
Resmed Inc(RMDcusip761152107) | 5.3K | All Managers (Combined) | $1.2M | ||
6.3K | All Managers (Combined) | $1.2M | |||
Xcel Energy Inc(XELcusip98389B100) | 16.3K | All Managers (Combined) | $1.2M | ||
12.0K | All Managers (Combined) | $1.2M | |||
(cusip33739Q408)✕ | 19.3K | All Managers (Combined) | $1.2M | ||
8.9K | QoQ -4.36% (-408)YoY -8.01% (-779) | All Managers (Combined) | $1.1M | ||
13.2K | All Managers (Combined) | $1.1M | |||
Fastenal Co(FASTcusip311900104) | 14.5K | QoQ +6.44% (+875)YoY +2.64% (+373) | All Managers (Combined) | $1.1M | |
74.4K | All Managers (Combined) | $1.1M | |||
(cusip92206C714)✕ | 13.4K | QoQ 0.00% (+0) | All Managers (Combined) | $1.1M | |
(cusip46431W507)✕ | 21.7K | All Managers (Combined) | $1.1M | ||
(cusip025072885)✕ | 12.0K | All Managers (Combined) | $1.1M | ||
(cusip81369Y407)✕ | 5.6K | All Managers (Combined) | $1.1M | ||
(cusip464287556)✕ | 8.6K | All Managers (Combined) | $1.1M | ||
(cusip464289867)✕ | 19.0K | All Managers (Combined) | $1.1M | ||
(cusip464287291)✕ | 14.4K | All Managers (Combined) | $1.1M |