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 33 of 53
808524714
Shares:
28400(-11.8%)
Value:
$699.8M(-10.9%)
46435U713
Shares:
15219(-93.0%)
Value:
$685.9M(-93.2%)
46438F101
Shares:
14543(+90.4%)
Value:
$680.8M(+68.0%)
46432F388
Shares:
6381(-4.8%)
Value:
$680.5M(-3.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
6.0K | QoQ +0.04% (+3)YoY -0.42% (-26) | All Managers (Combined) | $702.9K | ||
Humana Inc(HUMcusip444859102) | 2.7K | All Managers (Combined) | $702.7K | ||
(cusip808524714)✕ | 28.4K | All Managers (Combined) | $699.8K | ||
1.3K | All Managers (Combined) | $697.9K | |||
Ameren Corp(AEEcusip023608102) | 6.9K | All Managers (Combined) | $697.6K | ||
5.2K | QoQ +5.55% (+274)YoY +3.08% (+156) | All Managers (Combined) | $688.5K | ||
Tapestry, Inc.(TPRcusip876030107) | 9.8K | QoQ +4.39% (+411)YoY +7.80% (+707) | All Managers (Combined) | $687.8K | |
M&T Bank Corp(MTBcusip55261F104) | 3.8K | QoQ +3.28% (-122)YoY +1.50% (+57) | All Managers (Combined) | $686.4K | |
(cusip46435U713)✕ | 15.2K | All Managers (Combined) | $685.9K | ||
Barclays Plc(BCScusip06738E204) | 44.6K | All Managers (Combined) | $685.7K | ||
11.1K | All Managers (Combined) | $683.1K | |||
(cusip46438F101)✕ | 14.5K | YoY NEW(+14.5K) | All Managers (Combined) | $680.8K | YoY NEW(+$680.8K) |
6.9K | QoQ 0.00% (-0) | All Managers (Combined) | $680.7K | ||
6.3K | All Managers (Combined) | $680.6K | |||
(cusip46432F388)✕ | 6.4K | QoQ -4.76% (-319)YoY -9.38% (-661) | All Managers (Combined) | $680.5K | |
1.2K | QoQ +8.51% (+92)YoY -8.85% (-114) | All Managers (Combined) | $680.3K | ||
Ferrari N.V.(RACEcusipN3167Y103) | 1.6K | All Managers (Combined) | $680.2K | ||
7.4K | All Managers (Combined) | $679.2K | |||
8.1K | QoQ +2.57% (+204)YoY -5.47% (-470) | All Managers (Combined) | $678.1K | ||
19.8K | All Managers (Combined) | $676.9K |