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:
Search and click to pin securities to the top
Page 28 of 53
464289859
Shares:
13971(+7.8%)
Value:
$1.1B(+7.7%)
78464A300
Shares:
12529(-1.4%)
Value:
$982.3M(-11.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.2K | QoQ -0.13% (-18)YoY +2.19% (+283) | All Managers (Combined) | $1.1M | ||
Equifax Inc(EFXcusip294429105) | 4.4K | All Managers (Combined) | $1.1M | ||
6.7K | QoQ -6.04% (-431)YoY +5.98% (-378) | All Managers (Combined) | $1.1M | ||
(cusip464289859)✕ | 14.0K | All Managers (Combined) | $1.1M | ||
6.7K | QoQ +4.86% (+309)YoY +3.99% (+256) | All Managers (Combined) | $1.1M | ||
5.3K | QoQ +7.38% (+365)YoY -4.46% (-248) | All Managers (Combined) | $1.1M | ||
8.4K | All Managers (Combined) | $1.1M | |||
Shopify Inc.(SHOPcusip82509L107) | 10.9K | All Managers (Combined) | $1.0M | ||
Corteva, Inc.(CTVAcusip22052L104) | 16.5K | All Managers (Combined) | $1.0M | ||
4.7K | All Managers (Combined) | $1.0M | |||
Cummins Inc(CMIcusip231021106) | 3.3K | All Managers (Combined) | $1.0M | ||
2.2K | All Managers (Combined) | $1.0M | |||
21.3K | All Managers (Combined) | $1.0M | |||
Doordash, Inc.(DASHcusip25809K105) | 5.6K | All Managers (Combined) | $1.0M | ||
6.1K | QoQ -1.10% (-68)YoY -5.26% (-337) | All Managers (Combined) | $1.0M | ||
Ventas, Inc.(VTRcusip92276F100) | 14.7K | QoQ +2.25% (+324)YoY +7.13% (+980) | All Managers (Combined) | $1.0M | |
Datadog, Inc.(DDOGcusip23804L103) | 10.1K | All Managers (Combined) | $1.0M | ||
13.8K | All Managers (Combined) | $999.0K | |||
(cusip78464A300)✕ | 12.5K | QoQ -1.40% (-178)YoY -3.75% (-489) | All Managers (Combined) | $982.3K | |
13.0K | All Managers (Combined) | $974.1K |