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 31 of 53
92204A207
Shares:
3735(+14.0%)
Value:
$817.2M(+18.0%)
92204A801
Shares:
4112(+0.0%)
Value:
$776.4M(+0.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
15.7K | QoQ +1.28% (+198)YoY +6.47% (+952) | All Managers (Combined) | $836.1K | ||
11.3K | All Managers (Combined) | $831.6K | |||
12.3K | All Managers (Combined) | $830.1K | |||
149.7K | All Managers (Combined) | $825.0K | |||
15.4K | All Managers (Combined) | $820.4K | |||
(cusip92204A207)✕ | 3.7K | All Managers (Combined) | $817.2K | ||
22.2K | All Managers (Combined) | $816.7K | |||
23.1K | All Managers (Combined) | $805.2K | |||
11.2K | All Managers (Combined) | $801.6K | |||
19.4K | All Managers (Combined) | $793.5K | |||
37.3K | All Managers (Combined) | $792.7K | |||
14.8K | All Managers (Combined) | $791.0K | |||
10.8K | QoQ 0.00% (-0) | All Managers (Combined) | $788.8K | ||
9.5K | QoQ -4.67% (-467)YoY +4.04% (+370) | All Managers (Combined) | $783.7K | ||
8.9K | All Managers (Combined) | $783.1K | |||
4.5K | QoQ +6.12% (-262)YoY -5.15% (-247) | All Managers (Combined) | $782.1K | ||
Unum Group(UNMcusip91529Y106) | 9.6K | All Managers (Combined) | $778.5K | ||
(cusip92204A801)✕ | 4.1K | QoQ 0.00% (+0)YoY -0.36% (-15) | All Managers (Combined) | $776.4K | |
6.6K | QoQ -3.23% (-221)YoY -7.84% (-562) | All Managers (Combined) | $772.2K | ||
10.8K | All Managers (Combined) | $771.5K |