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 32 of 53
78464A201
Shares:
9184(+0.0%)
Value:
$762.2M(-8.1%)
25434V609
Shares:
14687(+0.8%)
Value:
$756.2M(-6.7%)
78468R887
Shares:
5900(-3.0%)
Value:
$724.9M(-6.6%)
639057207
Shares:
59124(+10.7%)
Value:
$704.8M(+29.7%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.6K | All Managers (Combined) | $769.6K | |||
9.9K | All Managers (Combined) | $767.8K | |||
15.6K | YoY NEW(+15.6K) | All Managers (Combined) | $763.6K | YoY NEW(+$763.6K) | |
(cusip78464A201)✕ | 9.2K | QoQ 0.00% (-0)YoY -1.60% (-150) | All Managers (Combined) | $762.2K | |
642 | QoQ +10.68% (+62)YoY +9.36% (-55) | All Managers (Combined) | $758.2K | ||
(cusip25434V609)✕ | 14.7K | All Managers (Combined) | $756.2K | ||
1.3K | All Managers (Combined) | $754.1K | |||
9.0K | All Managers (Combined) | $750.3K | |||
2.1K | All Managers (Combined) | $740.4K | |||
5.4K | All Managers (Combined) | $739.5K | |||
6.5K | All Managers (Combined) | $733.7K | |||
26.4K | All Managers (Combined) | $731.3K | |||
Veralto Corp(VLTOcusip92338C103) | 7.5K | All Managers (Combined) | $727.3K | ||
17.6K | All Managers (Combined) | $726.4K | |||
(cusip78468R887)✕ | 5.9K | All Managers (Combined) | $724.9K | ||
Cms Energy Corp(CMScusip125896100) | 9.6K | All Managers (Combined) | $720.6K | ||
10.9K | All Managers (Combined) | $715.1K | |||
6.0K | QoQ +6.09% (+343)YoY -7.52% (-486) | All Managers (Combined) | $714.6K | ||
Fortive Corp(FTVcusip34959J108) | 9.7K | All Managers (Combined) | $712.9K | ||
(cusip639057207)✕ | 59.1K | All Managers (Combined) | $704.8K |