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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PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

6737(+18.8%)

Value:

$568.4M(+29.5%)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

4705(-2.0%)

Value:

$565.8M(+6.4%)

92206C813

7452(+0.0%)

Value:

$565.7M(+1.5%)

92204A405

VFH|92204A405

4726(+0.0%)

Value:

$564.6M(+1.2%)

EDISON INTERNATIONAL

EIX|281020107

9558(+26.9%)

Value:

$563.1M(-6.3%)

Evergy, Inc.

EVRG|30034W106

8136(+2.0%)

Value:

$561.0M(+14.3%)

316092808

3453(+3.3%)

Value:

$556.9M(-9.9%)

CARNIVAL CORP

CCL|143658300

28403(+10.7%)

Value:

$554.7M(-13.3%)

Super Micro Computer, Inc.

SMCI|86800U302

16194(+58.4%)

Value:

$554.5M(+77.9%)

92204A306

VDE|92204A306

4271(-20.5%)

Value:

$554.0M(-15.0%)

BLUE OWL CAPITAL INC.

OWL|09581B103

27585(+1.9%)

Value:

$552.8M(-12.2%)

BAXTER INTERNATIONAL INC

BAX|071813109

16138(+91.2%)

Value:

$552.4M(+124.5%)

QUEST DIAGNOSTICS INC

DGX|74834L100

3264(+3.9%)

Value:

$552.3M(+16.6%)

RIO TINTO PLC

RIO|767204100

9162(+20.9%)

Value:

$550.4M(+23.6%)

Builders FirstSource, Inc.

BLDR|12008R107

4399(+2.9%)

Value:

$549.6M(-10.0%)

HERSHEY CO

HSY|427866108

3203(+23.1%)

Value:

$547.9M(+24.3%)

SONOCO PRODUCTS CO

SON|835495102

11496(+0.3%)

Value:

$543.1M(-3.0%)

33733E302

2441(-7.2%)

Value:

$542.2M(-15.2%)

33734H106

12135(+7.0%)

Value:

$541.1M(+9.3%)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

35116(+5.5%)

Value:

$539.7M(-26.4%)

Instrument	Shares		Other Manager	Value
Principal Financial Group Inc(PFGcusip74251V102)	6.7K	QoQ +18.81% (+1.1K) YoY -11.50% (-876)	All Managers (Combined)	$568.4K	QoQ +29.50% (+$129.5K) YoY -13.49% (-$88.7K)
Expeditors International Of Washington Inc(EXPDcusip302130109)	4.7K	QoQ -2.01% (-97) YoY -12.54% (-675)	All Managers (Combined)	$565.8K	QoQ +6.36% (-$33.9K) YoY -13.49% (-$88.3K)
(cusip92206C813)✕	7.5K	QoQ 0.00% (+0) YoY -3.90% (-303)	All Managers (Combined)	$565.7K	QoQ +1.51% (+$8.4K) YoY -6.75% (-$41.0K)
(VFHcusip92204A405)	4.7K	QoQ +0.02% (+1) YoY -22.91% (-1.4K)	All Managers (Combined)	$564.6K	QoQ +1.20% (+$6.7K) YoY -10.04% (-$63.1K)
Edison International(EIXcusip281020107)	9.6K	QoQ +26.89% (-2.0K) YoY +28.77% (+2.1K)	All Managers (Combined)	$563.1K	QoQ -6.35% (-$38.2K) YoY +7.27% (+$38.2K)
Evergy, Inc.(EVRGcusip30034W106)	8.1K	QoQ +2.00% (+160) YoY +1.11% (+90)	All Managers (Combined)	$561.0K	QoQ +14.27% (+$70.1K) YoY +30.61% (+$131.5K)
(cusip316092808)✕	3.5K	QoQ +3.32% (-111) YoY +136.50% (+2.0K)	All Managers (Combined)	$556.9K	QoQ -9.87% (-$61.0K) YoY +144.74% (+$329.4K)
Carnival Corp(CCLcusip143658300)	28.4K	QoQ +10.67% (-2.7K) YoY +44.01% (+8.7K)	All Managers (Combined)	$554.7K	QoQ -13.26% (-$84.8K) YoY +72.13% (+$232.5K)
Super Micro Computer, Inc.(SMCIcusip86800U302)	16.2K	QoQ +58.37% (+6.0K) YoY NEW(+16.2K)	All Managers (Combined)	$554.5K	QoQ +77.91% (+$242.8K) YoY NEW(+$554.5K)
(VDEcusip92204A306)	4.3K	QoQ -20.49% (-1.1K) YoY -15.49% (-783)	All Managers (Combined)	$554.0K	QoQ -14.98% (-$97.7K) YoY -16.77% (-$111.6K)
Blue Owl Capital Inc.(OWLcusip09581B103)	27.6K	QoQ +1.87% (-509) YoY NEW(+27.6K)	All Managers (Combined)	$552.8K	QoQ -12.22% (-$77.0K) YoY NEW(+$552.8K)
Baxter International Inc(BAXcusip071813109)	16.1K	QoQ +91.20% (+7.7K) YoY -15.08% (-2.9K)	All Managers (Combined)	$552.4K	QoQ +124.45% (+$306.3K) YoY -31.98% (-$259.8K)
Quest Diagnostics Inc(DGXcusip74834L100)	3.3K	QoQ +3.94% (+124) YoY +17.83% (+494)	All Managers (Combined)	$552.3K	QoQ +16.60% (+$78.6K) YoY +49.78% (+$183.6K)
Rio Tinto Plc(RIOcusip767204100)	9.2K	QoQ +20.95% (+1.6K) YoY +10.83% (+896)	All Managers (Combined)	$550.4K	QoQ +23.56% (+$105.0K) YoY +4.47% (+$23.6K)
Builders Firstsource, Inc.(BLDRcusip12008R107)	4.4K	QoQ +2.92% (-125) YoY +59.73% (-1.6K)	All Managers (Combined)	$549.6K	QoQ -10.03% (-$61.3K) YoY -4.30% (-$24.7K)
Hershey Co(HSYcusip427866108)	3.2K	QoQ +23.05% (+600) YoY +13.70% (-386)	All Managers (Combined)	$547.9K	QoQ +24.28% (+$107.0K) YoY 0.00% (-$53)
Sonoco Products Co(SONcusip835495102)	11.5K	QoQ +0.25% (-29) YoY -11.22% (-1.5K)	All Managers (Combined)	$543.1K	QoQ -3.05% (-$17.1K) YoY -27.49% (-$206.0K)
(cusip33733E302)✕	2.4K	QoQ -7.22% (-190) YoY -5.78% (-150)	All Managers (Combined)	$542.2K	QoQ -15.24% (-$97.5K) YoY +2.04% (-$10.9K)
(cusip33734H106)✕	12.1K	QoQ +6.97% (+791) YoY -5.40% (-694)	All Managers (Combined)	$541.1K	QoQ +9.30% (+$46.0K) YoY -0.12% (-$670)
Teva Pharmaceutical Industries Ltd(TEVAcusip881624209)	35.1K	QoQ +5.50% (-1.8K) YoY -9.04% (-3.5K)	All Managers (Combined)	$539.7K	QoQ -26.42% (-$193.8K) YoY -0.91% (-$5.0K)