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 34 of 53
46138E594
Shares:
39478(-0.7%)
Value:
$658.9M(-7.5%)
33740F623
Shares:
14630
Value:
$648.8M
887432359
Shares:
15218(+72.9%)
Value:
$645.9M(+71.3%)
33740U653
Shares:
18285(+0.0%)
Value:
$635.2M(-1.5%)
464287846
Shares:
4642(-0.1%)
Value:
$631.7M(-5.0%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.9K | All Managers (Combined) | $676.2K | |||
19.8K | YoY NEW(+19.8K) | All Managers (Combined) | $671.7K | YoY NEW(+$671.7K) | |
2.9K | QoQ -2.82% (-83)YoY -0.17% (-5) | All Managers (Combined) | $665.1K | ||
4.4K | All Managers (Combined) | $663.9K | |||
2.9K | All Managers (Combined) | $659.8K | |||
(cusip46138E594)✕ | 39.5K | All Managers (Combined) | $658.9K | ||
Ubs Group Ag(UBScusipH42097107) | 21.5K | All Managers (Combined) | $657.3K | ||
8.2K | All Managers (Combined) | $651.5K | |||
9.4K | All Managers (Combined) | $650.3K | |||
(cusip33740F623)✕ | 14.6K | QoQ NEW(+14.6K) YoY NEW(+14.6K) | All Managers (Combined) | $648.8K | QoQ NEW(+$648.8K) YoY NEW(+$648.8K) |
4.0K | QoQ -0.12% (-5) | All Managers (Combined) | $647.3K | ||
2.7K | QoQ +6.47% (+162)YoY +7.50% (+186) | All Managers (Combined) | $646.1K | ||
(cusip887432359)✕ | 15.2K | YoY NEW(+15.2K) | All Managers (Combined) | $645.9K | YoY NEW(+$645.9K) |
4.6K | QoQ +1.64% (+74)YoY NEW(+4.6K) | All Managers (Combined) | $645.3K | YoY NEW(+$645.3K) | |
10.3K | All Managers (Combined) | $635.3K | |||
(cusip33740U653)✕ | 18.3K | QoQ 0.00% (-0)YoY NEW(+18.3K) | All Managers (Combined) | $635.2K | YoY NEW(+$635.2K) |
(cusip464287846)✕ | 4.6K | QoQ -0.12% (-6) | All Managers (Combined) | $631.7K | |
6.9K | All Managers (Combined) | $625.9K | |||
5.5K | All Managers (Combined) | $622.2K | |||
Vistra Corp.(VSTcusip92840M102) | 5.3K | QoQ -0.39% (-21) | All Managers (Combined) | $616.7K |