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 37 of 53
464287515
Shares:
5756(-4.4%)
Value:
$512.2M(-15.1%)
46434V639
Shares:
12875
Value:
$501.7M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
15.7K | All Managers (Combined) | $536.7K | |||
Globe Life Inc.(GLcusip37959E102) | 4.0K | QoQ +0.12% (+5) | All Managers (Combined) | $533.3K | |
Weyerhaeuser Co(WYcusip962166104) | 18.2K | All Managers (Combined) | $532.9K | ||
6.4K | All Managers (Combined) | $530.7K | |||
1.6K | All Managers (Combined) | $526.6K | |||
4.1K | All Managers (Combined) | $525.5K | |||
Cloudflare, Inc.(NETcusip18915M107) | 4.7K | All Managers (Combined) | $525.1K | ||
Corpay, Inc.(CPAYcusip219948106) | 1.5K | QoQ +3.66% (+53) | All Managers (Combined) | $522.4K | |
Masco Corp /De/(MAScusip574599106) | 7.5K | All Managers (Combined) | $521.4K | ||
46.5K | All Managers (Combined) | $518.8K | |||
14.2K | QoQ +6.48% (+864)YoY -3.88% (-574) | All Managers (Combined) | $514.2K | ||
Clorox Co /De/(CLXcusip189054109) | 3.5K | QoQ +0.92% (-32) | All Managers (Combined) | $512.5K | |
5.9K | QoQ NEW(+5.9K) YoY NEW(+5.9K) | All Managers (Combined) | $512.5K | QoQ NEW(+$512.5K) YoY NEW(+$512.5K) | |
(cusip464287515)✕ | 5.8K | All Managers (Combined) | $512.2K | ||
3.2K | QoQ +1.01% (-32)YoY +1.76% (-55) | All Managers (Combined) | $508.2K | ||
6.9K | All Managers (Combined) | $505.4K | |||
(cusip46434V639)✕ | 12.9K | QoQ NEW(+12.9K) YoY NEW(+12.9K) | All Managers (Combined) | $501.7K | QoQ NEW(+$501.7K) YoY NEW(+$501.7K) |
2.4K | All Managers (Combined) | $494.9K | |||
14.1K | All Managers (Combined) | $492.7K | |||
22.2K | All Managers (Combined) | $492.1K |