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",
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  null,
  null,
  "GD",
  "GILD",
  null,
  "ALNT",
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  "GIS",
  "HLT",
  "HON",
  "HD",
  "HPQ",
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  null,
  null,
  null,
  null,
  "AZN",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  "INTU",
  null,
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  null,
  "FE",
  "UNP",
  null,
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  "GLP",
  null,
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  "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",
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  "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",
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  null,
  null,
  null,
  null,
  "ORLY",
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  "PCAR",
  "BX",
  "HSY",
  "AMP",
  "FAST",
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  "DG",
  "IJR",
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  "ANET",
  "KKR",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "KHC",
  "NOC",
  "OKE",
  "DASH",
  "PAYX",
  "VGIT",
  null,
  "VHT",
  "AMH",
  "DOC",
  null,
  null,
  null,
  null,
  null,
  "REG",
  null,
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  null,
  "IWF",
  null,
  null,
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IRM",
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "IJK",
  null,
  null,
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  null,
  null,
  null,
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  null,
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  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  null,
  "HLN",
  "NVDA",
  "GS",
  "HPE",
  "ENB",
  "INTC",
  "LDOS",
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  "WOLF",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  null,
  "KB",
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  null,
  "LPLA",
  "MKC",
  "MDB",
  "MPW",
  "NMR",
  "AMGN",
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  "PKG",
  "MSTR",
  "PARA",
  "DGX",
  "PPG",
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  "IOT",
  "FNDX",
  null,
  null,
  "ROK",
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  "RY",
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  null,
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "ROP",
  "SRE",
  "O",
  "ROST",
  "SNA",
  "RIO",
  null,
  "SHEL",
  "RTX",
  "SPDW",
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  "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",
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  "TJX",
  "TDG",
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  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "UNM",
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  "BIV",
  "VNQ",
  "VO",
  "NEM",
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  "OGE",
  "MRNA",
  "SCHW",
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  "EWBC",
  "PPC",
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  null,
  "VWO",
  "LKQ",
  "JBL",
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  null,
  "IWV",
  null,
  "SBAC",
  null,
  null,
  "NJR",
  "VCIT",
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  null,
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  null,
  null,
  null,
  "LYG",
  null,
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  null,
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  "GAIN",
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  "IWO",
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  "SU",
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  "MTD",
  "IWN",
  "GDDY",
  "SNY",
  "IEF",
  "GL",
  "GGG",
  null,
  "TSM",
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  "GPN",
  null,
  "RMD",
  null,
  null,
  "ETR",
  "BN.TO",
  "VTR",
  "VYM",
  "AHR",
  "DD",
  "VRTX",
  null,
  "EA",
  "K",
  "EW",
  "TT",
  "VRSK",
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  null,
  null,
  "ATO",
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  "ALGN",
  "ADSK",
  "AON",
  "SSB",
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  "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",
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  "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",
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  "HCA",
  "PFG",
  "LUV",
  null,
  "IVZ",
  null,
  "ESGD",
  null,
  "DKS",
  "HII",
  null,
  null,
  "DOX",
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  null,
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  "ABEV",
  null,
  null,
  null,
  "HBAN",
  "RGA",
  null,
  "ACM",
  "VEU",
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  null,
  "VGT",
  "USB",
  "ESGV",
  "VUG",
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  "VEA",
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  null,
  "VYMI",
  "MGK",
  null,
  null,
  "VXUS",
  "VOOG",
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  "BNDX",
  "MGV",
  "VTEB",
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  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  null,
  "VLTO",
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  "V",
  "VST",
  "VICI",
  "WBD",
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  "WELL",
  null,
  "WSM",
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  null,
  null,
  null,
  null,
  null,
  null,
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  "IUSG",
  null,
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  null,
  null,
  "LNT",
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  null,
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  null,
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  null,
  null,
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  null,
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  "EIX",
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  "NOK",
  "RDY",
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  null,
  "LBRDK",
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  "ON",
  null,
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  null,
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  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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  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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  "LLY",
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  null,
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  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

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92203J407

BNDX|92203J407

Shares:13.9K

Value:$676.2K

% of Portfolio:0.0% ($676.2K/$10.9B)

BROWN FORMAN CORP

BF-B|115637209

Shares:19.8K

Value:$671.7K

% of Portfolio:0.0% ($671.7K/$10.9B)

Vulcan Materials CO

VMC|929160109

Shares:2.9K

Value:$665.1K

% of Portfolio:0.0% ($665.1K/$10.9B)

Keysight Technologies, Inc.

KEYS|49338L103

Shares:4.4K

Value:$663.9K

% of Portfolio:0.0% ($663.9K/$10.9B)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:2.9K

Value:$659.8K

% of Portfolio:0.0% ($659.8K/$10.9B)

46138E594

Shares:39.5K

Value:$658.9K

% of Portfolio:0.0% ($658.9K/$10.9B)

UBS Group AG

UBS|H42097107

Shares:21.5K

Value:$657.3K

% of Portfolio:0.0% ($657.3K/$10.9B)

COSTAR GROUP, INC.

CSGP|22160N109

Shares:8.2K

Value:$651.5K

% of Portfolio:0.0% ($651.5K/$10.9B)

United Airlines Holdings, Inc.

UAL|910047109

Shares:9.4K

Value:$650.3K

% of Portfolio:0.0% ($650.3K/$10.9B)

33740F623

Shares:14.6K

Value:$648.8K

% of Portfolio:0.0% ($648.8K/$10.9B)

922908512

VOE|922908512

Shares:4.0K

Value:$647.3K

% of Portfolio:0.0% ($647.3K/$10.9B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:2.7K

Value:$646.1K

% of Portfolio:0.0% ($646.1K/$10.9B)

887432359

Shares:15.2K

Value:$645.9K

% of Portfolio:0.0% ($645.9K/$10.9B)

TE Connectivity plc

TEL|G87052109

Shares:4.6K

Value:$645.3K

% of Portfolio:0.0% ($645.3K/$10.9B)

Marvell Technology, Inc.

MRVL|573874104

Shares:10.3K

Value:$635.3K

% of Portfolio:0.0% ($635.3K/$10.9B)

33740U653

Shares:18.3K

Value:$635.2K

% of Portfolio:0.0% ($635.2K/$10.9B)

464287846

Shares:4.6K

Value:$631.7K

% of Portfolio:0.0% ($631.7K/$10.9B)

Dell Technologies Inc.

DELL|24703L202

Shares:6.9K

Value:$625.9K

% of Portfolio:0.0% ($625.9K/$10.9B)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

Shares:5.5K

Value:$622.2K

% of Portfolio:0.0% ($622.2K/$10.9B)

Vistra Corp.

VST|92840M102

Shares:5.3K

Value:$616.7K

% of Portfolio:0.0% ($616.7K/$10.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(BNDXcusip92203J407)	13.9K	QoQ +4.26% (+566) YoY -42.56% (-10.3K)	All Managers (Combined)	$676.2K	0.0% ($676.2K/$10.9B)	QoQ +3.77% (+$24.6K) YoY -43.00% (-$510.1K)
BROWN FORMAN CORP(BF-Bcusip115637209)	19.8K	QoQ +51.33% (+6.7K) YoY NEW(+19.8K)	All Managers (Combined)	$671.7K	0.0% ($671.7K/$10.9B)	QoQ +35.23% (+$175.0K) YoY NEW(+$671.7K)
Vulcan Materials CO(VMCcusip929160109)	2.9K	QoQ -2.82% (-83) YoY -0.17% (-5)	All Managers (Combined)	$665.1K	0.0% ($665.1K/$10.9B)	QoQ -11.86% (-$89.6K) YoY -14.66% (-$114.3K)
Keysight Technologies, Inc.(KEYScusip49338L103)	4.4K	QoQ +13.17% (+516) YoY -53.76% (-5.2K)	All Managers (Combined)	$663.9K	0.0% ($663.9K/$10.9B)	QoQ +5.52% (+$34.7K) YoY -55.72% (-$835.6K)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	2.9K	QoQ -12.42% (-418) YoY -11.81% (-395)	All Managers (Combined)	$659.8K	0.0% ($659.8K/$10.9B)	QoQ -40.14% (-$442.5K) YoY -50.11% (-$662.7K)
(cusip46138E594)✕	39.5K	QoQ -0.72% (-290) YoY -26.24% (-14.0K)	All Managers (Combined)	$658.9K	0.0% ($658.9K/$10.9B)	QoQ -7.49% (-$53.4K) YoY -31.79% (-$307.2K)
UBS Group AG(UBScusipH42097107)	21.5K	QoQ +2.75% (+576) YoY -8.56% (-2.0K)	All Managers (Combined)	$657.3K	0.0% ($657.3K/$10.9B)	QoQ +3.80% (+$24.1K) YoY -8.83% (-$63.7K)
COSTAR GROUP, INC.(CSGPcusip22160N109)	8.2K	QoQ +31.52% (+2.0K) YoY +21.08% (-1.4K)	All Managers (Combined)	$651.5K	0.0% ($651.5K/$10.9B)	QoQ +45.56% (+$203.9K) YoY -0.68% (-$4.5K)
United Airlines Holdings, Inc.(UALcusip910047109)	9.4K	QoQ -3.32% (-324) YoY -19.70% (-2.3K)	All Managers (Combined)	$650.3K	0.0% ($650.3K/$10.9B)	QoQ -31.25% (-$295.6K) YoY +15.79% (-$88.7K)
(cusip33740F623)✕	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$648.8K	0.0% ($648.8K/$10.9B)	QoQ NEW(+$648.8K) YoY NEW(+$648.8K)
(VOEcusip922908512)	4.0K	QoQ -0.12% (-5) YoY -24.11% (-1.3K)	All Managers (Combined)	$647.3K	0.0% ($647.3K/$10.9B)	QoQ -0.88% (-$5.8K) YoY -21.85% (-$181.0K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	2.7K	QoQ +6.47% (+162) YoY +7.50% (+186)	All Managers (Combined)	$646.1K	0.0% ($646.1K/$10.9B)	QoQ +14.18% (+$80.3K) YoY +27.23% (+$138.3K)
(cusip887432359)✕	15.2K	QoQ +72.93% (+6.4K) YoY NEW(+15.2K)	All Managers (Combined)	$645.9K	0.0% ($645.9K/$10.9B)	QoQ +71.35% (+$268.9K) YoY NEW(+$645.9K)
TE Connectivity plc(TELcusipG87052109)	4.6K	QoQ +1.64% (+74) YoY NEW(+4.6K)	All Managers (Combined)	$645.3K	0.0% ($645.3K/$10.9B)	QoQ +0.47% (+$3.0K) YoY NEW(+$645.3K)
Marvell Technology, Inc.(MRVLcusip573874104)	10.3K	QoQ +4.62% (-456) YoY +26.49% (+2.2K)	All Managers (Combined)	$635.3K	0.0% ($635.3K/$10.9B)	QoQ -41.67% (-$454.0K) YoY +9.87% (+$57.1K)
(cusip33740U653)✕	18.3K	QoQ 0.00% (-0) YoY NEW(+18.3K)	All Managers (Combined)	$635.2K	0.0% ($635.2K/$10.9B)	QoQ -1.53% (-$9.9K) YoY NEW(+$635.2K)
(cusip464287846)✕	4.6K	QoQ -0.12% (-6) YoY -15.26% (-836)	All Managers (Combined)	$631.7K	0.0% ($631.7K/$10.9B)	QoQ -5.02% (-$33.4K) YoY -9.97% (-$70.0K)
Dell Technologies Inc.(DELLcusip24703L202)	6.9K	QoQ +37.67% (+1.9K) YoY +72.84% (+2.9K)	All Managers (Combined)	$625.9K	0.0% ($625.9K/$10.9B)	QoQ +8.89% (+$51.1K) YoY +38.06% (+$172.6K)
ZIMMER BIOMET HOLDINGS, INC.(ZBHcusip98956P102)	5.5K	QoQ +7.59% (+388) YoY -28.89% (-2.2K)	All Managers (Combined)	$622.2K	0.0% ($622.2K/$10.9B)	QoQ +15.28% (+$82.5K) YoY -39.02% (-$398.2K)
Vistra Corp.(VSTcusip92840M102)	5.3K	QoQ -0.39% (-21) YoY -15.71% (-979)	All Managers (Combined)	$616.7K	0.0% ($616.7K/$10.9B)	QoQ -15.15% (-$110.2K) YoY +42.12% (-$182.8K)