United-Capital-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  "PINS",
  "SE",
  "ARES",
  "FSV",
  "MPWR",
  "ARGX",
  null,
  null,
  "RRX",
  null,
  null,
  "POOL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MORN",
  "NTR",
  null,
  "TROW",
  null,
  "ITUB",
  "RJF",
  "AES",
  "AR",
  "MOS",
  "AAL",
  null,
  "HUM",
  null,
  null,
  "PCG",
  null,
  "RF",
  "SMCI",
  "BCE",
  null,
  "FWONK",
  "SNOW",
  "MU",
  null,
  "ACN",
  "ZS",
  "ITT",
  null,
  "MMM",
  "CASH",
  "ABNB",
  "ABT",
  "ABBV",
  null,
  "ADBE",
  "OBDC",
  "A",
  "APD",
  "BABA",
  "SFNC",
  "JLL",
  null,
  "VONG",
  null,
  "ALL",
  "GOOGL",
  "ALNY",
  "VDE",
  null,
  "AXP",
  null,
  "ATMU",
  "AEG",
  null,
  "SCHH",
  "AFRM",
  "AMG",
  "AIG",
  "MT",
  "TEAM",
  "ASML",
  "T",
  "BLK",
  "ASX",
  "E",
  null,
  null,
  "CAT",
  "BUD",
  "AVDE",
  "AVGO",
  "APP",
  "LOW",
  null,
  "BRO",
  "AIT",
  "KMX",
  "CP.TO",
  "ARCC",
  null,
  "SAN",
  "WRB",
  "BSX",
  "CSQ",
  null,
  null,
  "CLM",
  null,
  "DBEF",
  null,
  "CCI",
  "COF",
  "CMI",
  null,
  null,
  null,
  "LNC",
  null,
  null,
  null,
  "LINE",
  "NSSC",
  "DUK",
  null,
  "D",
  "NICE",
  null,
  "ESS",
  "PUK",
  "EBAY",
  "PDI",
  "RL",
  "FSLY",
  "WTRG",
  "EQH",
  null,
  null,
  "EQNR",
  "EOG",
  null,
  "TDS",
  "EXPE",
  "EXPD",
  "FFIV",
  "UG",
  "PNR",
  "LOGI",
  "FFBC",
  "FERG",
  null,
  "FCX",
  "CION",
  "FITB",
  "IBKR",
  null,
  null,
  "GD",
  "GILD",
  null,
  "ALNT",
  "AVK",
  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
  "IBN",
  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
  "RPM",
  "FBIN",
  null,
  "FE",
  "UNP",
  null,
  "QCOM",
  "SCCO",
  "LAMR",
  "ISRG",
  "GLP",
  null,
  "HUBB",
  "HSBC",
  "HUBS",
  "EMXC",
  "HMC",
  "HWM",
  "LEN",
  "ITW",
  "AMAT",
  "ING",
  "EMR",
  "IVVD",
  "BKNG",
  "ICE",
  "MUB",
  null,
  "META",
  null,
  null,
  null,
  null,
  "LDI",
  "MBCN",
  null,
  "HEFA",
  null,
  null,
  "IVW",
  null,
  "IJH",
  "QCRH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  "CFBK",
  null,
  null,
  "OXLC",
  null,
  null,
  "KNSL",
  "KGC",
  "KMI",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  null,
  null,
  "LIN",
  null,
  null,
  "L",
  null,
  null,
  "MPC",
  "MMC",
  "PWR",
  "MRVL",
  "MA",
  "PODD",
  "MDT",
  "APA",
  "MSFT",
  "MAA",
  "MFG",
  "MDLZ",
  "MUFG",
  "CORZ",
  "DOUG",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "EQIX",
  "EQT",
  "EXC",
  "EVRG",
  "FICO",
  "FHN",
  "FIS",
  "FYBR",
  "FTV",
  "GE",
  "GPC",
  "NTRS",
  "NI",
  "HEI",
  "INCY",
  "HIG",
  "HES",
  "HAS",
  "NVS",
  "TEVA",
  "NU",
  "OXY",
  null,
  null,
  null,
  "OMC",
  "ODFL",
  null,
  null,
  null,
  null,
  "ORLY",
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  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "DG",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VGIT",
  null,
  "VHT",
  "AMH",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  "REG",
  null,
  "EEM",
  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
  "IVV",
  null,
  null,
  null,
  "PBR",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
  "OGN",
  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "KB",
  "KEYS",
  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "NMR",
  "AMGN",
  "KVUE",
  "MAS",
  "PKG",
  "MSTR",
  "PARA",
  "DGX",
  "PPG",
  "REGN",
  "IOT",
  "FNDX",
  null,
  null,
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  "RELX",
  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  null,
  "SHEL",
  "RTX",
  "SPDW",
  "GLD",
  "STX",
  "SAP",
  null,
  null,
  null,
  null,
  null,
  "SPYG",
  null,
  "BP",
  null,
  "AMT",
  null,
  "RSG",
  "SPLG",
  null,
  null,
  null,
  "IBM",
  "SSNC",
  "STLD",
  "SYK",
  "SBUX",
  "SMFG",
  "SNPS",
  "ERIC",
  "TEL",
  "CI",
  "TPR",
  "TXN",
  "TD",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "TKC",
  "TRV",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "PNFP",
  "MET",
  "VV",
  "RCL",
  "VOE",
  "OGE",
  "MRNA",
  "SCHW",
  "MNST",
  "EWBC",
  "PPC",
  "ALC",
  "ACWV",
  "PNW",
  null,
  "VWO",
  "LKQ",
  "JBL",
  "VSS",
  "CHT",
  null,
  "IWV",
  null,
  "SBAC",
  null,
  null,
  "NJR",
  "VCIT",
  "PRMB",
  null,
  "NGG",
  "EME",
  "VIG",
  null,
  null,
  null,
  "LYG",
  null,
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  null,
  "TEF",
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  "TMP",
  "TSCO",
  "GAIN",
  "ULTA",
  "IWO",
  "XLB",
  "PTON",
  "SU",
  "WY",
  "MTD",
  "IWN",
  "GDDY",
  "SNY",
  "IEF",
  "GL",
  "GGG",
  null,
  "TSM",
  "IT",
  "GSK",
  "GPN",
  null,
  "RMD",
  null,
  null,
  "ETR",
  "BN.TO",
  "VTR",
  "VYM",
  "AHR",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
  "VRT",
  null,
  null,
  "ATO",
  "ARE",
  "ALGN",
  "ADSK",
  "AON",
  "SSB",
  "AMCR",
  "SFM",
  "AEE",
  "GM",
  "HAL",
  "VNO",
  "SF",
  "APTV",
  "ACGL",
  "TMHC",
  null,
  "TOL",
  "AVY",
  "AFL",
  "UBSI",
  "AXON",
  "APH",
  "AMD",
  "SONY",
  "ALLE",
  "AVB",
  "EL",
  "SDY",
  "FI",
  "CPAY",
  "DRI",
  "NTRA",
  "DOV",
  "WAB",
  "TAP",
  "WSO",
  "IP",
  "DLTR",
  "F",
  "GNRC",
  "WEC",
  "EQR",
  "DEO",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "WCN",
  "EFX",
  "IR",
  "AIZ",
  "NCLH",
  "CAH",
  "AEP",
  "BKR",
  "ES",
  "GOOD",
  "IAUX",
  "IFF",
  "NOTV",
  "INVH",
  null,
  "IDXX",
  null,
  "RHP",
  "RACE",
  "PEG",
  "NVO",
  "DHI",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "TTWO",
  "CMS",
  null,
  "IVE",
  "LCID",
  "HCA",
  "PFG",
  "LUV",
  null,
  "IVZ",
  null,
  "ESGD",
  null,
  "DKS",
  "HII",
  null,
  null,
  "DOX",
  "ELS",
  null,
  "EGP",
  "NWSA",
  "HDB",
  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "RGA",
  null,
  "ACM",
  "VEU",
  "VPL",
  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
  "VLO",
  "VFH",
  "VEA",
  "VGK",
  "VNQI",
  null,
  "VYMI",
  "MGK",
  null,
  null,
  "VXUS",
  "VOOG",
  "VBK",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
  "VTV",
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  "VRSN",
  "VTRS",
  "V",
  "VST",
  "VICI",
  "WBD",
  "WMT",
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  "WAT",
  "WDC",
  "WFC",
  "WST",
  "WELL",
  null,
  "WSM",
  "WIT",
  "WTFC",
  "WTW",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "WPC",
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  "XEL",
  "WDAY",
  "YUMC",
  "YUM",
  "XPO",
  "XYL",
  "ZBRA",
  "IUSG",
  null,
  null,
  null,
  null,
  "LNT",
  "UMC",
  null,
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  "OC",
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  "FOXA",
  "MTB",
  "CNQ",
  null,
  "SCHD",
  "ET",
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  "DVY",
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  "SCHG",
  null,
  null,
  "SCHF",
  null,
  null,
  "IHG",
  "SCHA",
  "MSCI",
  "JKHY",
  "LVS",
  "EIX",
  "NSC",
  "MHK",
  "KIM",
  "KEY",
  "NOK",
  "RDY",
  "INFY",
  null,
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  "MOH",
  "MFC",
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  "MGM",
  "ESLT",
  "TER",
  "SO",
  "TAK",
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  "ON",
  null,
  "SON",
  "SBSW",
  "TRMB",
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  "ROL",
  "CRM",
  "SWKS",
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  "RBLX",
  "TDY",
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  "TS",
  null,
  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "TECH",
  null,
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  null,
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  "CSCO",
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  "C",
  "CLX",
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  "KO",
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  "COHR",
  "COIN",
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  "CL",
  "COP",
  "STZ",
  "COO",
  "CEG",
  "CPRT",
  "ED",
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  "COST",
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  "CRWD",
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  "DHR",
  "DDOG",
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  "DELL",
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  "DB",
  "DVN",
  "FANG",
  "DAL",
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  null,
  null,
  null,
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  "DLR",
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  null,
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  null,
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  "ADI",
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  "NEE",
  "NKE",
  "MAR",
  "STT",
  "QQQ",
  null,
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  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
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  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
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  "PM",
  "PH",
  null,
  "AWK",
  null,
  null,
  "APO",
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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: united-capital-financial-advisors
Manager Name: United-Capital-Financial-Advisors

Data Enrichment

77% identified

814 identified241 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,055 positions • $10.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 31 of 53

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GLOBAL PARTNERS LP

GLP|37946R109

Shares:15.7K

Value:$836.1K

% of Portfolio:0.0% ($836.1K/$10.9B)

921937835

BND|921937835

Shares:11.3K

Value:$831.6K

% of Portfolio:0.0% ($831.6K/$10.9B)

EBAY INC

EBAY|278642103

Shares:12.3K

Value:$830.1K

% of Portfolio:0.0% ($830.1K/$10.9B)

MIZUHO FINANCIAL GROUP INC

MFG|60687Y109

Shares:149.7K

Value:$825.0K

% of Portfolio:0.0% ($825.0K/$10.9B)

EQT Corp

EQT|26884L109

Shares:15.4K

Value:$820.4K

% of Portfolio:0.0% ($820.4K/$10.9B)

92204A207

Shares:3.7K

Value:$817.2K

% of Portfolio:0.0% ($817.2K/$10.9B)

Atmus Filtration Technologies Inc.

ATMU|04956D107

Shares:22.2K

Value:$816.7K

% of Portfolio:0.0% ($816.7K/$10.9B)

DOW INC.

DOW|260557103

Shares:23.1K

Value:$805.2K

% of Portfolio:0.0% ($805.2K/$10.9B)

EQUITY RESIDENTIAL

EQR|29476L107

Shares:11.2K

Value:$801.6K

% of Portfolio:0.0% ($801.6K/$10.9B)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:19.4K

Value:$793.5K

% of Portfolio:0.0% ($793.5K/$10.9B)

KIMCO REALTY CORP

KIM|49446R109

Shares:37.3K

Value:$792.7K

% of Portfolio:0.0% ($792.7K/$10.9B)

INTERNATIONAL PAPER CO /NEW/

IP|460146103

Shares:14.8K

Value:$791.0K

% of Portfolio:0.0% ($791.0K/$10.9B)

PATHWARD FINANCIAL, INC.

CASH|59100U108

Shares:10.8K

Value:$788.8K

% of Portfolio:0.0% ($788.8K/$10.9B)

MCCORMICK & CO INC

MKC|579780206

Shares:9.5K

Value:$783.7K

% of Portfolio:0.0% ($783.7K/$10.9B)

DOLLAR GENERAL CORP

DG|256677105

Shares:8.9K

Value:$783.1K

% of Portfolio:0.0% ($783.1K/$10.9B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:4.5K

Value:$782.1K

% of Portfolio:0.0% ($782.1K/$10.9B)

Unum Group

UNM|91529Y106

Shares:9.6K

Value:$778.5K

% of Portfolio:0.0% ($778.5K/$10.9B)

92204A801

Shares:4.1K

Value:$776.4K

% of Portfolio:0.0% ($776.4K/$10.9B)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:6.6K

Value:$772.2K

% of Portfolio:0.0% ($772.2K/$10.9B)

SEMPRA

SRE|816851109

Shares:10.8K

Value:$771.5K

% of Portfolio:0.0% ($771.5K/$10.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
GLOBAL PARTNERS LP(GLPcusip37946R109)	15.7K	QoQ +1.28% (+198) YoY +6.47% (+952)	All Managers (Combined)	$836.1K	0.0% ($836.1K/$10.9B)	QoQ +16.14% (+$116.2K) YoY +28.06% (+$183.2K)
(BNDcusip921937835)	11.3K	QoQ -28.71% (-4.6K) YoY -21.15% (-3.0K)	All Managers (Combined)	$831.6K	0.0% ($831.6K/$10.9B)	QoQ -27.18% (-$310.5K) YoY -20.26% (-$211.3K)
EBAY INC(EBAYcusip278642103)	12.3K	QoQ +7.46% (+851) YoY +15.06% (+1.6K)	All Managers (Combined)	$830.1K	0.0% ($830.1K/$10.9B)	QoQ +17.48% (+$123.6K) YoY +47.66% (+$267.9K)
MIZUHO FINANCIAL GROUP INC(MFGcusip60687Y109)	149.7K	QoQ -0.78% (-1.2K) YoY +22.75% (+27.8K)	All Managers (Combined)	$825.0K	0.0% ($825.0K/$10.9B)	QoQ +11.78% (-$87.0K) YoY +69.94% (+$339.6K)
EQT Corp(EQTcusip26884L109)	15.4K	QoQ +12.31% (+1.7K) YoY +72.13% (+6.4K)	All Managers (Combined)	$820.4K	0.0% ($820.4K/$10.9B)	QoQ +30.14% (+$190.0K) YoY +148.09% (+$489.7K)
(cusip92204A207)✕	3.7K	QoQ +13.97% (+458) YoY +8.57% (+295)	All Managers (Combined)	$817.2K	0.0% ($817.2K/$10.9B)	QoQ +17.96% (+$124.5K) YoY +16.36% (+$114.9K)
Atmus Filtration Technologies Inc.(ATMUcusip04956D107)	22.2K	QoQ -3.35% (-771) YoY -19.41% (-5.4K)	All Managers (Combined)	$816.7K	0.0% ($816.7K/$10.9B)	QoQ -9.39% (-$84.7K) YoY -8.21% (-$73.1K)
DOW INC.(DOWcusip260557103)	23.1K	QoQ +2.69% (-605) YoY -51.87% (-24.9K)	All Managers (Combined)	$805.2K	0.0% ($805.2K/$10.9B)	QoQ -10.63% (-$95.8K) YoY -70.99% (-$2.0M)
EQUITY RESIDENTIAL(EQRcusip29476L107)	11.2K	QoQ +10.51% (+1.1K) YoY +11.64% (+1.2K)	All Managers (Combined)	$801.6K	0.0% ($801.6K/$10.9B)	QoQ +10.23% (+$74.4K) YoY +26.62% (+$168.6K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	19.4K	QoQ -0.89% (-174) YoY +13.58% (+2.3K)	All Managers (Combined)	$793.5K	0.0% ($793.5K/$10.9B)	QoQ -7.20% (-$61.6K) YoY +28.22% (+$174.7K)
KIMCO REALTY CORP(KIMcusip49446R109)	37.3K	QoQ -2.44% (-935) YoY -16.41% (-7.3K)	All Managers (Combined)	$792.7K	0.0% ($792.7K/$10.9B)	QoQ -11.56% (-$103.6K) YoY -9.47% (-$82.9K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	14.8K	QoQ +14.86% (+1.9K) YoY +52.55% (+5.1K)	All Managers (Combined)	$791.0K	0.0% ($791.0K/$10.9B)	QoQ +13.85% (+$96.3K) YoY +108.57% (+$411.8K)
PATHWARD FINANCIAL, INC.(CASHcusip59100U108)	10.8K	QoQ 0.00% (-0) YoY -10.01% (-1.2K)	All Managers (Combined)	$788.8K	0.0% ($788.8K/$10.9B)	QoQ -0.85% (-$6.8K) YoY +30.03% (-$182.2K)
MCCORMICK & CO INC(MKCcusip579780206)	9.5K	QoQ -4.67% (-467) YoY +4.04% (+370)	All Managers (Combined)	$783.7K	0.0% ($783.7K/$10.9B)	QoQ +2.91% (-$22.2K) YoY +11.50% (+$80.8K)
DOLLAR GENERAL CORP(DGcusip256677105)	8.9K	QoQ +51.49% (+3.0K) YoY -91.27% (-93.1K)	All Managers (Combined)	$783.1K	0.0% ($783.1K/$10.9B)	QoQ +75.69% (+$337.4K) YoY -95.08% (-$15.1M)
Coinbase Global, Inc.(COINcusip19260Q107)	4.5K	QoQ +6.12% (-262) YoY -5.15% (-247)	All Managers (Combined)	$782.1K	0.0% ($782.1K/$10.9B)	QoQ -26.38% (-$280.4K) YoY -38.38% (-$487.3K)
Unum Group(UNMcusip91529Y106)	9.6K	QoQ -8.14% (-848) YoY -47.26% (-8.6K)	All Managers (Combined)	$778.5K	0.0% ($778.5K/$10.9B)	QoQ +2.45% (-$18.7K) YoY -19.94% (-$193.9K)
(cusip92204A801)✕	4.1K	QoQ 0.00% (+0) YoY -0.36% (-15)	All Managers (Combined)	$776.4K	0.0% ($776.4K/$10.9B)	QoQ +0.51% (+$4.0K) YoY -7.97% (-$67.3K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	6.6K	QoQ -3.23% (-221) YoY -7.84% (-562)	All Managers (Combined)	$772.2K	0.0% ($772.2K/$10.9B)	QoQ -15.74% (-$144.3K) YoY -25.91% (-$270.2K)
SEMPRA(SREcusip816851109)	10.8K	QoQ -26.40% (-3.9K) YoY -25.07% (-3.6K)	All Managers (Combined)	$771.5K	0.0% ($771.5K/$10.9B)	QoQ -40.13% (-$517.2K) YoY -25.57% (-$265.1K)