United Capital Financial Advisors, LLC

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: 0001463217
Manager Name: United Capital Financial Advisors, LLC

Data Enrichment

77% identified

814 identified241 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,055 positions • $10,893,381.476K total value

1,055 positions

Manager:

SEC FilingSEC DataHachi Filing

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Post Holdings, Inc.

POST|737446104

6041(+0.0%)

Value:

$702.9M(+1.7%)

HUMANA INC

HUM|444859102

2656(-19.9%)

Value:

$702.7M(-16.4%)

808524714

28400(-11.8%)

Value:

$699.8M(-10.9%)

AXON ENTERPRISE, INC.

AXON|05464C101

1327(+12.0%)

Value:

$697.9M(-0.9%)

AMEREN CORP

AEE|023608102

6948(+5.8%)

Value:

$697.6M(+19.2%)

Alibaba Group Holding Ltd

BABA|01609W102

5207(+5.5%)

Value:

$688.5M(+64.6%)

TAPESTRY, INC.

TPR|876030107

9768(+4.4%)

Value:

$687.8M(+12.5%)

M&T BANK CORP

MTB|55261F104

3840(+3.3%)

Value:

$686.4M(-1.8%)

46435U713

15219(-93.0%)

Value:

$685.9M(-93.2%)

BARCLAYS PLC

BCS|06738E204

44644(-2.6%)

Value:

$685.7M(+12.5%)

Anheuser-Busch InBev SA/NV

BUD|03524A108

11096(+7.3%)

Value:

$683.1M(+32.0%)

46438F101

14543(+90.4%)

Value:

$680.8M(+68.0%)

921910733

ESGV|921910733

6949(+0.0%)

Value:

$680.7M(-6.6%)

XPO, Inc.

XPO|983793100

6326(-2.7%)

Value:

$680.6M(-20.2%)

46432F388

6381(-4.8%)

Value:

$680.5M(-3.8%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

1173(+8.5%)

Value:

$680.3M(+6.4%)

Ferrari N.V.

RACE|N3167Y103

1590(+7.9%)

Value:

$680.2M(+8.7%)

PRICE T ROWE GROUP INC

TROW|74144T108

7393(-10.5%)

Value:

$679.2M(-27.3%)

SS&C Technologies Holdings Inc

SSNC|78467J100

8118(+2.6%)

Value:

$678.1M(+13.1%)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

19828(+11.4%)

Value:

$676.9M(+21.3%)

Instrument	Shares		Other Manager	Value
Post Holdings, Inc.(POSTcusip737446104)	6.0K	QoQ +0.04% (+3) YoY -0.42% (-26)	All Managers (Combined)	$702.9K	QoQ +1.71% (+$11.8K) YoY +9.01% (-$58.1K)
Humana Inc(HUMcusip444859102)	2.7K	QoQ -19.87% (-659) YoY -15.30% (-480)	All Managers (Combined)	$702.7K	QoQ -16.44% (-$138.3K) YoY -35.37% (-$384.6K)
(cusip808524714)✕	28.4K	QoQ -11.80% (-3.8K) YoY +41.64% (-8.3K)	All Managers (Combined)	$699.8K	QoQ -10.86% (-$85.3K) YoY -27.78% (-$269.2K)
Axon Enterprise, Inc.(AXONcusip05464C101)	1.3K	QoQ +11.98% (-142) YoY +65.46% (+525)	All Managers (Combined)	$697.9K	QoQ -0.89% (-$6.3K) YoY +178.13% (+$447.0K)
Ameren Corp(AEEcusip023608102)	6.9K	QoQ +5.83% (+383) YoY +95.66% (+3.4K)	All Managers (Combined)	$697.6K	QoQ +19.20% (+$112.4K) YoY +165.61% (+$435.0K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	5.2K	QoQ +5.55% (+274) YoY +3.08% (+156)	All Managers (Combined)	$688.5K	QoQ +64.61% (+$270.2K) YoY +88.35% (+$322.9K)
Tapestry, Inc.(TPRcusip876030107)	9.8K	QoQ +4.39% (+411) YoY +7.80% (+707)	All Managers (Combined)	$687.8K	QoQ +12.51% (+$76.5K) YoY +59.87% (+$257.6K)
M&T Bank Corp(MTBcusip55261F104)	3.8K	QoQ +3.28% (-122) YoY +1.50% (+57)	All Managers (Combined)	$686.4K	QoQ -1.80% (-$12.6K) YoY +24.75% (+$136.2K)
(cusip46435U713)✕	15.2K	QoQ -93.01% (-202.7K) YoY -93.25% (-210.5K)	All Managers (Combined)	$685.9K	QoQ -93.20% (-$9.4M) YoY -92.99% (-$9.1M)
Barclays Plc(BCScusip06738E204)	44.6K	QoQ -2.63% (-1.2K) YoY +3.07% (+1.3K)	All Managers (Combined)	$685.7K	QoQ +12.53% (-$76.4K) YoY +67.53% (+$276.4K)
Anheuser-Busch Inbev Sa/Nv(BUDcusip03524A108)	11.1K	QoQ +7.34% (+759) YoY +19.14% (+1.8K)	All Managers (Combined)	$683.1K	QoQ +31.97% (+$165.5K) YoY +20.67% (+$117.1K)
(cusip46438F101)✕	14.5K	QoQ +90.37% (+6.9K) YoY NEW(+14.5K)	All Managers (Combined)	$680.8K	QoQ +67.98% (+$275.5K) YoY NEW(+$680.8K)
(ESGVcusip921910733)	6.9K	QoQ 0.00% (-0) YoY -14.58% (-1.2K)	All Managers (Combined)	$680.7K	QoQ -6.61% (-$48.2K) YoY -10.22% (-$77.5K)
Xpo, Inc.(XPOcusip983793100)	6.3K	QoQ -2.69% (-175) YoY -59.14% (-9.2K)	All Managers (Combined)	$680.6K	QoQ -20.17% (-$172.1K) YoY -63.98% (-$1.2M)
(cusip46432F388)✕	6.4K	QoQ -4.76% (-319) YoY -9.38% (-661)	All Managers (Combined)	$680.5K	QoQ -3.82% (-$27.1K) YoY -10.77% (-$82.2K)
Monolithic Power Systems Inc(MPWRcusip609839105)	1.2K	QoQ +8.51% (+92) YoY -8.85% (-114)	All Managers (Combined)	$680.3K	QoQ +6.36% (+$40.7K) YoY -21.96% (-$191.5K)
Ferrari N.V.(RACEcusipN3167Y103)	1.6K	QoQ +7.94% (+117) YoY +58.05% (+584)	All Managers (Combined)	$680.2K	QoQ +8.72% (+$54.6K) YoY +55.02% (+$241.4K)
Price T Rowe Group Inc(TROWcusip74144T108)	7.4K	QoQ -10.48% (-866) YoY -58.10% (-10.3K)	All Managers (Combined)	$679.2K	QoQ -27.28% (-$254.8K) YoY -68.43% (-$1.5M)
Ss&C Technologies Holdings Inc(SSNCcusip78467J100)	8.1K	QoQ +2.57% (+204) YoY -5.47% (-470)	All Managers (Combined)	$678.1K	QoQ +13.06% (+$78.3K) YoY +22.66% (-$125.3K)
Enterprise Products Partners L.P.(EPDcusip293792107)	19.8K	QoQ +11.39% (+2.0K) YoY -77.29% (-67.5K)	All Managers (Combined)	$676.9K	QoQ +21.26% (+$118.7K) YoY -73.44% (-$1.9M)